Insight Enterprises (NSIT) Q3 Earnings and Revenues Miss Estimates

Core Insights - Insight Enterprises reported quarterly earnings of $2.43 per share, missing the Zacks Consensus Estimate of $2.49 per share, but showing an increase from $2.19 per share a year ago, resulting in an earnings surprise of -2.41% [1] - The company posted revenues of $2 billion for the quarter ended September 2025, missing the Zacks Consensus Estimate by 6.99%, and down from $2.09 billion year-over-year [2] - Insight Enterprises has underperformed the market, with shares down approximately 31.8% year-to-date compared to the S&P 500's gain of 17.2% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.95 on revenues of $2.26 billion, and for the current fiscal year, it is $9.88 on revenues of $8.61 billion [7] - The estimate revisions trend for Insight Enterprises was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Retail - Mail Order industry, to which Insight Enterprises belongs, is currently in the bottom 16% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact investor sentiment [5]