Insight Enterprises Raises 2026 Earnings Outlook

The IT solutions provider lifted its adjusted diluted EPS forecast after third-quarter gains across its business lines.

Updated on Nov. 7, 2026 in Business Strategy

Isometric editorial illustration of stacked plain shipping cases and cable bundles on a bare floor, suggesting growing hardware volume. — Insight Enterprises raised its 2026 adjusted diluted EPS outlook to $13.55-$13.75 after strong third-quarter gains across its business lines. AI Illustration. Upload story photo >

Insight Enterprises raised its 2026 adjusted diluted earnings-per-share outlook to $13.55-$13.75 following strong third-quarter results. The company also increased its 2026 gross profit growth forecast to 12.5%-14%.

Why it matters

The revised outlook reflects gains across infrastructure hardware, cloud, and core services, signaling sustained demand for the company's IT solutions. Management's expectation of slower fourth-quarter growth signals that some pressures remain in the business.

Gross profit from infrastructure hardware climbed more than 50%, cloud gross profit increased 26%, and Insight Core Services gross profit rose 21% in the third quarter. Fourth-quarter growth is expected to moderate due to acquisition comparisons, changes to Google's Partner Program, memory pricing, and supply-chain disruption.

The players

Insight Enterprises

Insight Enterprises is an information technology solutions provider that sells hardware, software, cloud, and services to businesses.

The details

Insight Enterprises pursues a One Insight transformation that includes investments in AI services, an OpenAI Center of Excellence, and cybersecurity, aiming to serve as a solution integrator. The company cited gains across its third-quarter business as the basis for raising its 2026 outlook.

Third quarter 2026: gross profit rose 20% and adjusted operating earnings grew 23%.
Fourth quarter 2026: management expects growth to moderate.
2026: adjusted EPS outlook raised to $13.55-$13.75.

Market Landscape

Insight's results reflect its position as an IT solutions integrator whose growth depends on vendor partner programs such as Google's. Changes to those programs are now shaping near-term growth expectations across the company's channel business.

For customers buying IT hardware, cloud services, and software, Insight's growth in these areas may affect product availability and pricing from its reseller channel. Companies relying on Insight for procurement should watch for shifts tied to memory pricing and supply-chain conditions flagged for the fourth quarter.

The takeaway

Insight's raised outlook shows how strong performance in hardware, cloud, and services can coexist with caution about near-term growth. Businesses tracking IT spending should weigh both the upward guidance and management's expected fourth-quarter slowdown.