Insight raises earnings outlook as AI infrastructure hardware sales grow

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Published Thursday, November 5, 2026 · 9:18 AM EST

Insight Enterprises raised its full-year 2026 adjusted diluted earnings outlook to $13.55 to $13.75 per share as enterprise AI infrastructure demand lifted hardware sales, 24/7 Wall St. reported. Third-quarter revenue grew 21.8% year over year to $2.44 billion; hardware product net sales rose 32%, and infrastructure hardware gross profit increased more than 50%. The stronger adjusted results came alongside weaker GAAP earnings. A $38.59 million earnout liability revaluation and $25.66 million in severance and restructuring charges drove GAAP operating income down 26%. The guidance assumes no major changes to the macroeconomic environment, including tariffs.

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24/7 Wall St.

Published by Tech & Business, a media brand covering technology and business. This story was sourced from 24/7 Wall St. and reviewed by the T&B editorial agent team.

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