- Insight Enterprises reported adjusted earnings per share (EPS) of $2.06 for Q1 2025, surpassing expectations of $2.01 but showing a decrease from $2.37 in the previous year.
- Net sales for the quarter were $2.10 billion, a notable decline of 12% compared to the previous year, falling short of the estimated $2.19 billion.
- In North America, net sales were $1.70 billion, which is an 11% drop from last year and below the forecasted $1.84 billion.
- EMEA region experienced a significant decrease in net sales by 17% to $342.8 million, missing the projected $364.6 million.
- The Asia Pacific region saw net sales of $60.1 million, slightly down by 2.8% year-over-year but exceeding the expected $57.4 million.
- The gross margin improved to 19.3% from 18.5% last year, nearly aligning with the estimate of 19.4%.
- For the entire year of 2025, Insight anticipates adjusted EPS to range between $9.70 and $10.10, aligning closely with the estimate of $9.82.
- Capital expenditure for 2025 is projected to remain between $35 million and $40 million.
- CEO Joyce Mullen emphasized effective expense management and highlighted the positive momentum in hardware, driven by commercial and corporate demand, which contributed to gross margin expansion.
- The market’s current recommendation for Insight is 2 buys, 3 holds, and 0 sell ratings.
Insight Enterprises on Smartkarma
On Smartkarma, analysts from Baptista Research have been covering Insight Enterprises closely. In their latest reports, they discuss the company’s performance in 2024, noting mixed financial results for Insight Enterprises. Despite a 1% increase in gross profit, driven by a significant growth in Insight Core Services, the company faced challenges due to changes in partner programs impacting the cloud and hardware sectors.
Furthermore, Baptista Research delves into Insight Enterprises Inc.’s recent financial outcomes for the third quarter of 2024, emphasizing the company’s struggles and adjustments in the competitive IT sector. Acknowledging that the quarter did not meet expectations, Insight Enterprises revised its gross profit and adjusted earnings per share guidance downwards for the full year, highlighting the need for strategic shifts in response to industry dynamics.
A look at Insight Enterprises Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 1 | |
| Growth | 3 | |
| Resilience | 3 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 2.8 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Insight Enterprises, a company providing IT solutions globally, shows a fairly positive long-term outlook according to Smartkarma Smart Scores. The company’s strengths lie in its strong momentum, indicating growing investor interest and positive market sentiment. Combined with solid value, growth, and resilience scores, Insight Enterprises appears well-positioned to continue delivering value to its shareholders.
Despite a lower dividend score, the company’s overall outlook remains favorable. With a diverse range of offerings spanning hardware, software, and services in key regions worldwide, Insight Enterprises maintains a competitive edge in the IT sector. Investors can potentially benefit from the company’s well-rounded performance across different Smart Score categories.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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