Insight Enterprises Reports Strong Q3 2026 Growth Driven by AI Infrastructure and Cloud Services
Insight Enterprises (NSIT) delivered robust third-quarter results for fiscal year 2026, reporting net revenue of $2.4 billion, a 22% increase year-over-year. The growth was primarily fueled by a massive surge in hardware demand—specifically infrastructure related to AI modernization—and expanded cloud services following the acquisition of Sekuro. Adjusted diluted EPS rose 34% to $3.59. The company demonstrated strong regional performance, particularly in North America and the APAC region. While gross margins saw a slight compression of 30 basis points due to hardware pricing pressures, Insight raised its full-year guidance for both gross profit and adjusted diluted EPS. Despite the positive momentum, management cautioned that growth may moderate in the fourth quarter due to macroeconomic uncertainty and changes in partner programs.
Tickers: $NSIT
Topics: acquisitions cloud services eps hardware revenue revenue growth