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Mar 31, 2025
Insight Enterprises Q1 2025 Earnings Report
Reported financial results for the quarter ended March 31, 2025
Key Takeaways
Insight Enterprises reported a decrease in net sales and gross profit in the first quarter of 2025 compared to the previous year. Diluted EPS and net earnings also saw significant decreases. Despite this, gross margin expanded, and Adjusted diluted earnings per share were in line with expectations.
Consolidated net sales decreased 12% year-over-year to $2.1 billion.
Gross profit decreased 8% year-over-year to $406.5 million, while gross margin expanded to 19.3%.
Consolidated net earnings decreased 89% year-over-year to $7.5 million.
Diluted earnings per share decreased 87% year-over-year to $0.22, while Adjusted diluted earnings per share decreased 13% to $2.06.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For the full year 2025, Insight Enterprises expects Adjusted diluted earnings per share to be between $9.70 and $10.10. They anticipate low single-digit gross profit growth and a gross margin of approximately 20%.
Positive Outlook
- Expected Adjusted diluted earnings per share between $9.70 and $10.10.
- Expected low single-digit gross profit growth.
- Expected gross margin to remain around 20%.
- Assumed interest expense between $70 to $75 million.
- Assumed effective tax rate of approximately 25% to 26%.
Challenges Ahead
- Assumed capital expenditures of $35 to $40 million.
- Assumed average share count of 32.9 million shares.
- Excludes acquisition-related intangibles amortization expense of approximately $74.3 million.
- Assumes no acquisition or integration related expenses.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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