NSIT — what changed in the latest 10-Q

Text added vs the prior filing · source: 10-Q · 2026-05-07

• •Earnings from operations increased 19%, year over year, to $71.7 million in the first quarter of 2026 compared to $60.1 million in the first quarter of 2025. The net change reflects an increase in gross profit, partially offset by an increase in selling and administrative expenses. Excluding the ef…

• Net Sales. Net sales of $2.1 billion for the three months ended March 31, 2026 increased 1%, year over year, compared to the three months ended March 31, 2025, primarily reflecting increases in our EMEA and APAC operating segments, partially offset by a decrease in our North America operating segmen…

• •The increase in hardware net sales was primarily due to a mix of higher volume of sales and higher selling price to large enterprise clients. This reflects an increase in both devices and infrastructure net sales.

• •The increase in services net sales was due to an increase in cloud solution offerings combined with an increase in Insight Delivered services from the Inspire11 acquisition.

• Our net sales by offering category for EMEA for the three months ended March 31, 2026 and 2025 were as follows (dollars in thousands):

Text removed vs the prior filing · source: 10-Q · 2025-10-30

• •Earnings from operations was flat, year over year, at $93.1 million in the third quarter of 2025 compared to $92.9 million in the third quarter of 2024. The net change reflects increases in selling and administrative expenses and acquisition and integration related expenses, partially offset by dec…

• Net Sales. Net sales of $2.0 billion for the three months ended September 30, 2025 decreased 4%, year to year, compared to the three months ended September 30, 2024, primarily reflecting a decrease in our North America operating segment. Net sales of $6.2 billion for the nine months ended September …

• •The decrease in services net sales was primarily due to a decrease in certain fees from cloud solution offerings associated with partner program changes. A decline in sales of Insight Delivered services also contributed to the year to year decrease in services net sales.

• •The increase in hardware net sales was primarily due to higher volume of sales to commercial clients due to higher demand. This reflects an increase in both devices and infrastructure net sales.

• Net sales in North America decreased 6%, or $343.5 million, for the nine months ended September 30, 2025, compared to the nine months ended September 30, 2024, driven by decreases in software and services net sales. Software and services net sales decreased by 27% and 5%, respectively, year to year.

Text added vs the prior filing · source: 10-Q · 2026-05-07

• •the risks associated with our international operations, including our expansion into the Middle East;

• •our dependence on certain key personnel, our ability to attract, train and retain skilled teammates and our ability to manage the business during the transition of our new Chief Executive Officer;

Text removed vs the prior filing · source: 10-Q · 2025-10-30

• •our dependence on certain key personnel and our ability to attract, train and retain skilled teammates;

Text added vs the prior filing · source: 10-Q · 2026-05-07

• •the risks associated with our international operations, including our expansion into the Middle East;

• •our dependence on certain key personnel, our ability to attract, train and retain skilled teammates and our ability to manage the business during the transition of our new Chief Executive Officer;

Text removed vs the prior filing · source: 10-Q · 2025-10-30

• •our dependence on certain key personnel and our ability to attract, train and retain skilled teammates;

Text added vs the prior filing · source: 10-Q · 2026-05-07

• •the risks associated with our international operations, including our expansion into the Middle East;

• •our dependence on certain key personnel, our ability to attract, train and retain skilled teammates and our ability to manage the business during the transition of our new Chief Executive Officer;

Text removed vs the prior filing · source: 10-Q · 2025-10-30

• •our dependence on certain key personnel and our ability to attract, train and retain skilled teammates;

Text added vs the prior filing · source: 10-Q · 2026-05-07

• •the risks associated with our international operations, including our expansion into the Middle East;

• •our dependence on certain key personnel, our ability to attract, train and retain skilled teammates and our ability to manage the business during the transition of our new Chief Executive Officer;

Text removed vs the prior filing · source: 10-Q · 2025-10-30

• •our dependence on certain key personnel and our ability to attract, train and retain skilled teammates;

Text added vs the prior filing · source: 10-Q · 2026-05-07

• •the risks associated with our international operations, including our expansion into the Middle East;

• •our dependence on certain key personnel, our ability to attract, train and retain skilled teammates and our ability to manage the business during the transition of our new Chief Executive Officer;

Text removed vs the prior filing · source: 10-Q · 2025-10-30

• •our dependence on certain key personnel and our ability to attract, train and retain skilled teammates;