Insight Enterprises, Inc.

NasdaqGS:NSIT 주식 리포트

시가총액: US$3.3b

Insight Enterprises 과거 순이익 실적

과거 기준 점검 0/6

Insight Enterprises의 수입은 연평균 -3.1%의 비율로 감소해 온 반면, Electronic 산업은 수입이 연평균 3.8% 증가했습니다. 매출은 연평균 2.8%의 비율로 감소해 왔습니다. Insight Enterprises의 자기자본이익률은 11.2%이고 순이익률은 2.2%입니다.

핵심 정보

-3.15%

순이익 성장률

-0.85%

주당순이익(EPS) 성장률

Electronic 산업 성장률15.34%
매출 성장률-2.82%
자기자본이익률11.22%
순이익률2.17%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

분석 기사 Feb 19

Investors Can Find Comfort In Insight Enterprises' (NASDAQ:NSIT) Earnings Quality

The market was pleased with the recent earnings report from Insight Enterprises, Inc. ( NASDAQ:NSIT ), despite the...

Recent updates

내러티브 업데이트 Jun 03

NSIT: AI Security Launch And Upgraded Ratings Will Shape Future Returns

Analysts have raised their price target for Insight Enterprises to $105 from $80, citing continued enterprise demand momentum, returning cloud growth, accelerating cloud gross profit and an elevated hardware backlog as key supports for the updated view. Analyst Commentary Recent research highlights a clear shift in sentiment toward Insight Enterprises, with JPMorgan moving the stock to Neutral from Underweight and lifting its price target to $105 from $80.
내러티브 업데이트 May 14

NSIT: New Leadership And Upgraded Rating Will Support Long Term Upside

Analysts have revised their price targets for Insight Enterprises, trimming them by $10 as they factor in updated expectations for discount rates, growth, profitability, and future P/E, while some recent research points to a more constructive view on the company's current approach. Analyst Commentary Recent research highlights a mixed but increasingly constructive view on Insight Enterprises, with some firms adjusting price targets while others take a more positive stance on the company’s current playbook and long term positioning.
내러티브 업데이트 Apr 29

NSIT: Reset Assumptions And Upcoming CEO Transition Will Support Long Term Upside

Analysts have reduced their price targets on Insight Enterprises by $10, citing updated assumptions around discount rates, revenue growth, profit margins and forward P/E multiples. These changes leave their fair value view broadly unchanged at $120.
Seeking Alpha Apr 28

Insight Enterprises: Looking For Greater Insights

Summary Insight Enterprises trades at just 7x adjusted earnings, with manageable leverage and record profitability despite recent revenue declines. Insight's shift toward higher-margin services supports operating margin expansion, offsetting topline softness and positioning for a return to sales growth in 2026. Recent acquisitions, including Inspire11, enhance Insight's AI and systems integration capabilities, potentially closing the AI gap and driving future growth. While valuation is attractive and buybacks continue, conviction for a large position is tempered by recent revenue trends and strategic execution uncertainty. Read the full article on Seeking Alpha
내러티브 업데이트 Apr 14

NSIT: Reset Assumptions And New Leadership Will Support Long Term Upside

Analysts have trimmed their price target on Insight Enterprises by $10. This reflects updated assumptions around discount rates, modestly adjusted revenue growth and profit margin expectations, and a slightly revised future P/E outlook.
내러티브 업데이트 Mar 31

NSIT: 2026 Leadership Shift And Payments Partnership Will Shape Margin Upside

Analysts have reduced their price target on Insight Enterprises by $10 to reflect updated assumptions on growth, margins, discount rate, and a higher future P/E, while still keeping the stock on some best ideas lists for 2026. Analyst Commentary Recent research on Insight Enterprises highlights a mix of recognition and restraint.
내러티브 업데이트 Mar 17

NSIT: High Conviction Listing And Buybacks Will Support Long Term Upside

Analysts have reset their price target on Insight Enterprises to $120 from $235, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E, even though the stock remains included on some firms' high-conviction idea lists for 2026. Analyst Commentary Bullish analysts are still highlighting Insight Enterprises as one of their preferred ideas for 2026, even with price targets reset to reflect updated assumptions on discount rate, revenue, margins and future P/E.
내러티브 업데이트 Mar 03

NSIT: AI And Share Repurchases Will Support Future Rerating

Analysts have trimmed their price target on Insight Enterprises by $10, citing updated assumptions for profit margins and P/E expectations, even as they continue to highlight the stock among preferred ideas for 2026. Analyst Commentary Recent research on Insight Enterprises reflects a mixed but engaged view, with some analysts adjusting valuation assumptions while still keeping the stock on key focus lists for 2026.
분석 기사 Feb 19

Investors Can Find Comfort In Insight Enterprises' (NASDAQ:NSIT) Earnings Quality

The market was pleased with the recent earnings report from Insight Enterprises, Inc. ( NASDAQ:NSIT ), despite the...
내러티브 업데이트 Feb 17

NSIT: Solutions Shift And AI Push Will Support Future Rerating

Our analyst price target for Insight Enterprises has been revised from $121.25 to $103.75, reflecting updated assumptions on growth, margins and future P/E in line with recent Street research that emphasizes the company's transition year and the need for clearer visibility into a growth inflection. Analyst Commentary Recent Street research frames Insight Enterprises as a company in a transition year, with analysts balancing long term potential against near term execution risks and valuation questions.
내러티브 업데이트 Feb 02

NSIT: Transition Year Will Test Solutions Shift And Margin Upside Potential

Analysts have reduced their fair value estimate for Insight Enterprises by $10 to $90, reflecting a lower assumed future P/E multiple and slightly softer revenue growth expectations. This comes even as they factor in a modestly higher profit margin profile and highlight the stock in recent best ideas lists, while keeping a "show me" stance on execution.
내러티브 업데이트 Jan 19

NSIT: Solutions Pivot And AI Push Will Support Future ReRating Potential

Analysts held their fair value estimate for Insight Enterprises at $121.25, while keeping discount rate, revenue growth, profit margin, and future P/E assumptions effectively unchanged. They pointed to recent recognition in Barrington's 2026 "best ideas" list and Canaccord's Hold initiation with a US$100 target as support for a steady, wait and see stance on the shares.
분석 기사 Jan 06

Does Insight Enterprises (NASDAQ:NSIT) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
내러티브 업데이트 Jan 05

NSIT: Solutions Pivot And AI Initiatives Will Drive Future Share Gains

Our analyst price target for Insight Enterprises has been trimmed by about $6.75 to $121.25, as analysts factor in recent Hold initiations that highlight the company’s ongoing transition toward solutions-led offerings and call for clearer evidence of a growth inflection before assigning a higher valuation. Analyst Commentary Bullish Takeaways Bullish analysts see Insight as already well along in its shift from a transactional IT reseller model to a solutions-led technology partner, which they view as important for long term growth potential and a higher quality revenue mix.
내러티브 업데이트 Dec 14

NSIT: Transition Year Will Set Stage For Higher Margin Mix

The analyst price target for Insight Enterprises has been cut from $156 to $100 as analysts reset expectations for growth and valuation amid a still transitional 2025, hyperscaler channel uncertainty, and lingering hardware softness that leave investors seeking clearer visibility into a sustainable growth inflection. Analyst Commentary Bearish analysts are framing Insight Enterprises as a transitional story that still needs to prove it can deliver durable, higher quality growth.
분석 기사 Dec 09

Is It Too Late To Consider Buying Insight Enterprises, Inc. (NASDAQ:NSIT)?

While Insight Enterprises, Inc. ( NASDAQ:NSIT ) might not have the largest market cap around , it received a lot of...
내러티브 업데이트 Nov 30

NSIT: Shares Will Gain As Solutions Transition Lays Foundation For Rebound

Analysts have lowered their price target for Insight Enterprises from $137.33 to $128.00, citing muted growth expectations and ongoing challenges related to a slower transition to solutions-led offerings as well as macroeconomic caution. Analyst Commentary Analysts have offered a balanced perspective on Insight Enterprises, highlighting both opportunities and challenges as the company navigates a multi-year transformation in its business strategy.
내러티브 업데이트 Nov 16

NSIT: Shares Will Benefit From Ongoing AI Partnerships And Leadership Stability

Analysts have revised their price target for Insight Enterprises downward from $152 to approximately $137, citing updates to fair value estimates and a slightly higher discount rate. These changes reflect a more cautious outlook on future performance.
내러티브 업데이트 Nov 01

NSIT: AI Investment And Leadership Transition Will Drive Long-Term Performance

Analysts have revised their fair value estimate for Insight Enterprises downward from $161.33 to $152.00. They cite more conservative expectations for revenue growth and profit margins as the reason for this adjustment.
내러티브 업데이트 Sep 26

AI Adoption And Cybersecurity Trends Will Transform IT Infrastructure

The modest increase in Insight Enterprises' consensus price target to $161.33 is primarily driven by a higher future P/E multiple, reflecting improved market expectations for earnings growth. What's in the News The company completed a $299.96 million share repurchase of 1,742,720 shares (5.3%) under the buyback announced in May 2023, with no shares repurchased in the second quarter of 2025.
분석 기사 Jul 28

Is Insight Enterprises (NASDAQ:NSIT) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Jul 15

Is There An Opportunity With Insight Enterprises, Inc.'s (NASDAQ:NSIT) 29% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Insight Enterprises fair value estimate is US$198 Insight...
분석 기사 Jul 01

Returns On Capital At Insight Enterprises (NASDAQ:NSIT) Have Hit The Brakes

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
분석 기사 May 22

Should You Investigate Insight Enterprises, Inc. (NASDAQ:NSIT) At US$133?

Insight Enterprises, Inc. ( NASDAQ:NSIT ), is not the largest company out there, but it saw significant share price...
분석 기사 May 09

There May Be Reason For Hope In Insight Enterprises' (NASDAQ:NSIT) Disappointing Earnings

The market for Insight Enterprises, Inc.'s ( NASDAQ:NSIT ) shares didn't move much after it posted weak earnings...
분석 기사 May 07

Insight Enterprises, Inc.'s (NASDAQ:NSIT) CEO Compensation Looks Acceptable To Us And Here's Why

Key Insights Insight Enterprises will host its Annual General Meeting on 13th of May CEO Joyce Mullen's total...
분석 기사 Apr 14

Is Insight Enterprises (NASDAQ:NSIT) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
분석 기사 Mar 31

What Insight Enterprises, Inc.'s (NASDAQ:NSIT) P/E Is Not Telling You

It's not a stretch to say that Insight Enterprises, Inc.'s ( NASDAQ:NSIT ) price-to-earnings (or "P/E") ratio of 19.4x...
분석 기사 Mar 16

A Look At The Intrinsic Value Of Insight Enterprises, Inc. (NASDAQ:NSIT)

Key Insights Insight Enterprises' estimated fair value is US$164 based on 2 Stage Free Cash Flow to Equity Insight...
분석 기사 Jan 27

Here's Why We Think Insight Enterprises (NASDAQ:NSIT) Is Well Worth Watching

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 Jan 13

When Should You Buy Insight Enterprises, Inc. (NASDAQ:NSIT)?

Insight Enterprises, Inc. ( NASDAQ:NSIT ), might not be a large cap stock, but it saw significant share price movement...
분석 기사 Jan 01

Slowing Rates Of Return At Insight Enterprises (NASDAQ:NSIT) Leave Little Room For Excitement

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 Dec 08

We Think Insight Enterprises (NASDAQ:NSIT) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Nov 26

Is Insight Enterprises, Inc. (NASDAQ:NSIT) Trading At A 31% Discount?

Key Insights The projected fair value for Insight Enterprises is US$224 based on 2 Stage Free Cash Flow to Equity...
분석 기사 Nov 14

Earnings Working Against Insight Enterprises, Inc.'s (NASDAQ:NSIT) Share Price Following 28% Dive

Insight Enterprises, Inc. ( NASDAQ:NSIT ) shareholders won't be pleased to see that the share price has had a very...
분석 기사 Oct 18

If EPS Growth Is Important To You, Insight Enterprises (NASDAQ:NSIT) Presents An Opportunity

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
분석 기사 Oct 03

Is There Now An Opportunity In Insight Enterprises, Inc. (NASDAQ:NSIT)?

While Insight Enterprises, Inc. ( NASDAQ:NSIT ) might not have the largest market cap around , it saw a decent share...
분석 기사 Sep 21

What You Can Learn From Insight Enterprises, Inc.'s (NASDAQ:NSIT) P/E

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
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새로운 내러티브 Aug 28

Strategies And Challenges Pave Way For Growth And Margin Expansion In Cloud And Services Sector

Insight Enterprises' strategic focus on cloud, services, and solutions integration, along with acquisitions in high-growth markets, aims to boost gross profit and revenue.

매출 및 비용 세부 내역

Insight Enterprises가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGS:NSIT 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 268,2721801,3440
31 Dec 258,2471571,3150
30 Sep 258,2721421,2960
30 Jun 258,3561501,3020
31 Mar 258,4261901,3010
31 Dec 248,7022501,3140
30 Sep 248,8653031,3150
30 Jun 249,0433051,2790
31 Mar 249,2312981,2610
31 Dec 239,1762811,2360
30 Sep 239,4422681,2290
30 Jun 239,7112651,2410
31 Mar 2310,1042741,2290
31 Dec 2210,4312811,2170
30 Sep 2210,4952651,2010
30 Jun 2210,4082631,1720
31 Mar 229,8942331,1430
31 Dec 219,4362191,1170
30 Sep 219,1612111,0830
30 Jun 218,6501941,0490
31 Mar 218,3901821,0320
31 Dec 208,3411731,0140
30 Sep 208,3461621,0050
30 Jun 208,3221509730
31 Mar 208,1901549040
31 Dec 197,7311598810
30 Sep 197,1831637700
30 Jun 197,0181697320
31 Mar 197,0231707220
31 Dec 187,0801647570
30 Sep 187,1151316770
30 Jun 187,1251216820
31 Mar 186,9691106820
31 Dec 176,704917230
30 Sep 176,387986840
30 Jun 176,022976480
31 Mar 175,794926170
31 Dec 165,486855470
30 Sep 165,405825870
30 Jun 165,355815920
31 Mar 165,322725890
31 Dec 155,373765840
30 Sep 155,432775820
30 Jun 155,328735760

양질의 수익: NSIT는 $126.2M 규모의 큰 일회성 손실이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.

이익 마진 증가: NSIT의 현재 순 이익률 (2.2%)은 지난해 (2.3%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: NSIT의 수익은 지난 5년 동안 연평균 3.1% 감소했습니다.

성장 가속화: NSIT은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: NSIT은 지난 1년 동안 수익이 감소(-5.4%)하여 Electronic 업계 평균(11.8%)과 비교하기 어렵습니다.


자기자본이익률

높은 ROE: NSIT의 자본 수익률(11.2%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/17 14:39
종가2026/06/17 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
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시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Insight Enterprises, Inc.는 9명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Vincent ColicchioBarrington Research Associates, Inc.
Marc WiesenbergerB. Riley Securities, Inc.
Lucas MorisonCanaccord Genuity