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Insight Enterprises, Inc.

NASDAQ•NSIT
CEO: Ms. Joyce A. Mullen
セクター: Technology
業種: Technology Distributors
上場日: 1995-01-24
Insight Enterprises, Inc., together with its subsidiaries, provides information technology, hardware, software, and services in the United States and internationally. The company offers modern platforms/infrastructure that manages and supports cloud and data platforms, modern networks, and edge technologies; cybersecurity solutions automates and connects modern platform securely; data and artificial intelligence modernizes data platforms and architectures, and build data analytics and AI solutions; modern workplace and apps; and intelligent edge solutions that gathers and utilizes data for real-time decision making. It also provides software maintenance solutions that offers clients to obtain software upgrades, bug fixes, help desk, and other support services; vendor direct support services contracts; and cloud/software-as-a-service subscription products. In addition, the company designs, procures, deploys, implements, and manages solutions that combine hardware, software, and services to help businesses. It serves construction, esports, financial services, health care and life sciences, manufacturing, retail and restaurant, service providers, small to medium business, and travel and tourism industries. Insight Enterprises, Inc., was founded in 1988 and is headquartered in Chandler, Arizona.
連絡先情報
2701 East Insight Way, Chandler, AZ, 85286, United States
480-333-3000
www.insight.com
時価総額
$2.53B
PER (TTM)
16.1
20.2
配当利回り
--
52週高値
$160.68
52週安値
$77.10
52週レンジ
6%
順位21Top 7.6%
6.0
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
強い • 6 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$2.05B+0.00%
直近4四半期の推移

EPS

$1.68+0.00%
直近4四半期の推移

フリーCF

$146.80M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Record Gross Margin Expansion Consolidated gross margin reached record 21.4% in 2025, expanding 110 basis points due to services mix shift.
Strategic Acquisitions Completed Strengthened capabilities via two strategic acquisitions: Inspire11 for AI/Data and Sekuro for APAC cybersecurity expansion.
Operating Cash Flow Generated Generated $303.8M cash from operating activities, primarily utilized for funding strategic acquisitions and share repurchases.
North America Margin Improvement North America gross profit margin expanded 60 basis points to 20.5% driven by services and product margin increases.

リスク要因

Consolidated Net Sales Decline Total net sales fell 5% to $8.25B in 2025; product sales dropped 7% while services sales grew 2%.
Earnings From Operations Drop Earnings from operations decreased 14% to $334.9M in 2025, reflecting lower sales and increased restructuring costs.
Increased Effective Tax Rate Effective tax rate increased significantly to 30.3% in 2025, up from 25.0% in 2024 due to non-deductible liabilities.
Reliance on Partner Incentives Reliance on partner funding remains high; recent cloud solution incentive changes negatively impacted 2025 operating results.

見通し

Focus on AI-First Integration Ambition set to be AI-first leading solutions integrator, focusing on innovative, scalable solutions to accelerate transformation.
2026 Capital Expenditure Forecast Expect total capital expenditures for 2026 to be in the range of $20.0M to $30.0M for technology projects.
Debt Reduction Priority Intends to use 2026 excess working capital cash flow to pay down ABL facility and inventory financing obligations.
Monitoring Interest Rate Environment Actively monitoring global macroeconomic environment, anticipating interest rates will moderately decrease but remain historically high in 2026.

同業比較

売上高 (TTM)

AVT stock ticker logoAVT
$23.15B
+3.0%
CNXC stock ticker logoCNXC
$9.83B
+2.2%
NSIT stock ticker logoNSIT
$8.25B
-5.2%

粗利益率 (最新四半期)

YOU stock ticker logoYOU
146.0%
+2.4pp
RUM stock ticker logoRUM
97.4%
+27.9pp
ASAN stock ticker logoASAN
87.8%
-0.3pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
DOCN$6.09B23.4-214.1%39.8%
PLXS$5.08B28.712.4%6.9%
AVT$4.93B23.64.2%25.4%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-0.9%
横ばい
4四半期純利益CAGR
90.5%
収益性の大幅な改善
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年4月29日
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EPS:-
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売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし