INSIGHT ENTERPRISES INC (NSIT) Q3 2025 10-Q Quarterly Report

Filed: Oct 30, 2025Period ending Sep 30, 2025

Consumer Discretionary

Retail-Catalog & Mail-Order HousesSEC EDGAR

INSIGHT ENTERPRISES INC (NSIT) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Oct 30, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

INSIGHT ENTERPRISES INC Q3 2025 10-Q Analysis

Management Discussion & Analysis

• Revenue for Q3 2025 flat YoY, 100.0% net sales vs 100.0% in Q3 2024 (exact dollars not provided)
• Operating margin 4.6% vs 4.4% YoY; gross margin 21.7% vs 20.7% YoY, net earnings margin declined to 2.5% from 2.8%
• Selling/admin expenses increased to 16.7% of sales from 15.9% YoY, contributing to margin pressure
• No dollar cash or capital deployment data disclosed in MD&A section provided
• Management notes seasonality impacts with stronger federal sales in Q3 and variability driven by partner incentives and related risks

Risk Factors

• New risk: Acquisition-related expenses increased to $3.1M YTD from $2.2M due to recent and pending acquisitions triggering integration risks
• Material update: Selling/admin expenses up 4% YTD, driven by $19.2M net loss on earnout liabilities and $12.6M impairment of real estate asset
• Regulatory/legal: Legal/professional fees decreased $5M YTD reflecting reduced consulting, signaling lower litigation/compliance activity
• Operational risk: North America net sales down 5% Q3, mainly from reduced software/services due to vendor role changes and cloud migration
• Financial risk: North America gross margin improved ~80bps in Q3 despite 5% sales decline, highlighting margin pressure from product mix shifts

INSIGHT ENTERPRISES INC Q3 2025 Quarterly Financials
XBRL

Revenue

$2.0B

▼ -4.0% YoY▼ -4.2% QoQ

Net Income

$51M

▼ -12.5% YoY▲ +8.6% QoQ

Gross Margin

21.7%

▲ +97bp YoY▲ +52bp QoQ

Operating Margin

4.6%

▲ +20bp YoY▲ +51bp QoQ

Net Margin

2.5%

▼ -25bp YoY▲ +30bp QoQ

ROE

3.2%

Total Assets

$8.9B

EPS (Diluted)

$1.59

▲ +4.6% YoY▲ +12.8% QoQ

Operating Cash Flow

$249M

▲ +99.6% YoY▲ +240.7% QoQ

Source: XBRL data from INSIGHT ENTERPRISES INC Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.

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