Insight Enterprises (NSIT) Misses Q4 Revenue Outlook, EPS Beats by 4.2%

Insight Enterprises (NASDAQ:NSIT) reported fourth-quarter revenue of $2.05 billion, 1.2% below year-on-year and missing analyst estimates, while non-GAAP EPS of $2.96 per share beat by 4.2%. Sales of $8.25 billion for the trailing 12 months declined 5.2% annually over the past two years, signaling soft demand despite a 4.6% operating margin in Q4 up 1.5 pp yoy. The company, a 35-year-old IT solutions integrator with over 8,000 technology provider partnerships, generated a 9.8% CAGR in EPS over five years but posted 1.1% annual EPS growth over the last two years. Sell-side analysts forecast 1.8% revenue growth and 4.1% full-year EPS expansion over the next 12 months. The stock closed at $81.74 after the report.