NSIT Insight Enterprises, Inc. - Common Stock
NASDAQ · Electrical Equipment · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 6, 2026
$160.66
· of 52w range
· above low
· to high
$63.6252w low
$168.5052w high
Market Cap (MRQ)
$4.74B
P/E (TTM)
23.9
EPS (TTM)
$6.72
Revenue (TTM)
$8.58B
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52W Range
$64–$168
Analyst Rating
BUY
Price Target
$164
P/E
23.9
ROE
13.1%
Net Profit Margin
2.5%
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NSIT Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$160.66
Market Cap (MRQ)
$4.74B
P/E (TTM)
23.9
EPS (TTM)
$6.72
Revenue (TTM)
$8.58B
ROE (TTM)
13.1%
52W Range
$64–$169
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Stock splits
| Ex-date | Split | Type |
|---|---|---|
| Sept. 19, 2000 | 3-for-2 | Forward |
| Feb. 19, 1999 | 3-for-2 | Forward |
| Sept. 9, 1998 | 3-for-2 | Forward |
| Sept. 18, 1997 | 3-for-2 | Forward |
About Insight Enterprises, Inc. - Common Stock Company overview from Wikipedia
Insight Enterprises Inc. is an Arizona-based publicly traded global technology company that focuses on business-to-business and information technology (IT) for enterprises. The company is listed on the Fortune 500 and has offices in 19 countries.
Jack Azagury has been CEO since April 13, 2026.
History
Early years
Hard Drives International was founded in 1988 by Eric and Tim Crown. Initially a mail order business selling computer storage, the company expanded into a storefront when credit card companies declined service. In 1991, the company changed its name to Insight Enterprises, and distribution included a full line of computers and accessories. The company held its initial public offering in January 1995.
Insight became an international company when it acquired TC Computers, based in Montreal, Canada, in 1997. In April 1998, Insight signed an agreement to acquire Choice Peripherals Ltd. and Plusnet Technologies Ltd., an Internet service provider and website hosting and development company operating as Force 9. The acquisition expanded Insight's operations to Europe.
2000–2010
Insight acquired Action Computer Supplies Holdings PLC, a U.K.-based direct marketer, in October 2001 for approximately $150 million in stock. In April 2002, the company acquired Comark for $150 million, increasing Insight's ability to work with clients of all sizes, including the public sector.
In July 2006, Insight entered an agreement to purchase Software Spectrum, a company which focused on software and mobility products for medium and large companies, from Level 3 Communications for $287 million.
Calence LLC, a technology company focused on Cisco networking and advanced communications, was acquired by Insight in April 2008 for $125 million. Insight acquired U.K.-based Minx Ltd., a European network integrator with Cisco Gold Partner accreditation, in July 2008 for $1.5 million and the assumption of $4.6 million of existing debt.
Since 2011
Ensynch, an information technology company founded in 2000, was acquired by Insight in September 2011. Insight acquired Inmac Gmbh, a business-to-business hardware reseller based in Germany, in February 2012.
In June 2015, Insight underwent a corporate rebranding. In October 2015, Insight acquired BlueMetal, an interactive design and technology architecture firm based in Boston.
Also in 2015, Insight raised $200,000 in its annual campaign for its Noble Cause division. Through Noble Cause, Insight gives to local charities including the Make-a-Wish Foundation, the Boys & Girls Clubs of America and the Ronald McDonald House.
In 2016, BlueMetal partnered with INDYCAR, the Indianapolis Motor Speedway and Microsoft to produce an analytics focused app during the Indianapolis 500.
Insight opened an additional sales center at the Meadows Office and Technological Park in Conway, Arkansas in August 2016.
Insight announced the acquisition of Ignia, an Australian-based business technology consulting company, in September 2016.
In November 2016, Insight Enterprises announced that they were acquiring the Eden Prairie, Minnesota-based data center services and services company, Datalink for $11.25 per share in cash, but that the company would remain mostly the same. The $258 million deal closed in the first quarter of 2017 and allowed Insight Enterprises to enhance its data center services.
In 2017, Insight announced the acquisition of Dutch cloud service provider Caase.com.
In August 2019, Insight Enterprises announced the acquisition of PCM, Inc., a provider of IT products and services, expanding Insight's operations in the US, Canada and the UK.
In December 2023, Insight Enterprises acquired SADA, one of the largest Google Cloud partners in the world, for $410 million, making SADA a part of the Insight family.
In September 2023, Insight Enterprises acquired Amdaris, one of the leading software development company in the UK and Eastern Europe, adding approx 900 employees to the Insight family. New World Tech, based in the UK, was acquired in July 2024.
Sports Affiliation
Insight Enterprises was the title sponsor of the Insight.com Bowl from 1997 through 2001, then the Insight Bowl (named the Rate Bowl as of 2024) from 2002 through 2011.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorIndustrials
industryElectrical Equipment
employees14,505
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$8.25B2016-12-31 → 2025-12-31
EPS$4.862016-12-31 → 2025-12-31
Free Cash Flow$279M2016-12-31 → 2025-12-31
Net margin2.5%2016-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | NSIT | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 23.95Y avg ≈18.9 | ≈18.9 | 17.8 | Fair value | |
| P/S (TTM) | 0.65Y avg ≈0.4 | ≈0.4 | 0.4 | Fair value | |
| P/B (MRQ) | 3.05Y avg ≈2.4 | ≈2.4 | 1.8 | Overvalued | |
| Price / FCF (TTM) | 12.05Y avg ≈37.2 | ≈37.2 | · | · | |
| Price / Cash Flow (TTM) | 11.25Y avg ≈16.6 | ≈16.6 | 12.2 | Undervalued | |
| Price / Tangible Book (MRQ) | 3.95Y avg ≈15.0 | ≈15.0 | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | NSIT | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 22.1%5Y avg ≈18.2% | ≈18.2% | 15.4% | Top tier | |
| Operating Margin (TTM) | 4.6%5Y avg ≈4.1% | ≈4.1% | 4.0% | Top tier | |
| EBITDA Margin (TTM) | 5.9%5Y avg ≈5.0% | ≈5.0% | 4.2% | Top tier | |
| Pretax Margin (TTM) | 3.5%5Y avg ≈3.5% | ≈3.5% | 3.9% | In line | |
| Net Profit Margin (TTM) | 2.5%5Y avg ≈2.6% | ≈2.6% | 2.9% | In line | |
| ROA (TTM) | 2.1%5Y avg ≈4.2% | ≈4.2% | 3.4% | Weak | |
| ROE (TTM) | 13.1%5Y avg ≈14.5% | ≈14.5% | 9.5% | In line | |
| ROIC | 14.1%5Y avg ≈16.8% | ≈16.8% | 9.6% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | NSIT | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 1.25Y avg ≈1.3 | ≈1.3 | 1.3 | Low liquidity | |
| Quick Ratio | 1.25Y avg ≈1.2 | ≈1.2 | 1.0 | Strong liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | NSIT | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | -5.2%5Y avg ≈0.25% | ≈0.25% | · | · | |
| Revenue CAGR 3Y | -7.5%5Y avg ≈-2.3% | ≈-2.3% | · | · | |
| Revenue CAGR 5Y | -0.22% | · | · | · | |
| EPS YoY | -25.8%5Y avg ≈2.1% | ≈2.1% | · | · | |
| Net Income YoY | -37.0%5Y avg ≈1.4% | ≈1.4% | · | · | |
| EPS CAGR 3Y | -14.1%5Y avg ≈1.6% | ≈1.6% | · | · | |
| EPS CAGR 5Y | -0.04% | · | · | · | |
| Net Income CAGR 3Y | -17.5%5Y avg ≈1.5% | ≈1.5% | · | · | |
| Net Income CAGR 5Y | -1.8% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | NSIT | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 1.05Y avg ≈1.6 | ≈1.6 | 1.6 | Weak | |
| Inventory Turnover | 45.85Y avg ≈37.0 | ≈37.0 | 10.8 | Top tier | |
| Receivables Turnover | 1.75Y avg ≈2.7 | ≈2.7 | 4.4 | Weak | |
| Revenue / Employee | ≈$568.6K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
6.8%
Next Report
Oct 28, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 29, 2026 | $3.86 | $2.99 | 29.3% |
| March 31, 2026 | $2.88 | $2.49 | 15.6% | |
| Dec. 31, 2025 | $2.96 | $2.90 | 2.2% | |
| Sept. 30, 2025 | $2.43 | $2.54 | -4.5% | |
| June 30, 2025 | $2.45 | $2.51 | -2.5% | |
| March 31, 2025 | $2.06 | $2.05 | 0.48% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $8.25B | $8.70B | $9.18B | $10.43B | $9.44B | $8.34B | $7.73B | $7.08B | $6.70B | $5.49B | $5.37B | $5.32B | |
| Cost of Revenue | $6.49B | $6.94B | $7.51B | $8.79B | $7.99B | $7.04B | $6.59B | $6.09B | $5.79B | $4.74B | $4.66B | $4.60B | |
| Gross Profit | $1.76B | $1.77B | $1.67B | $1.64B | $1.45B | $1.30B | $1.14B | $994M | $919M | $743M | $716M | $712M | |
| SG&A Expense | $1.39B | $1.34B | $1.24B | $1.22B | $1.12B | $1.01B | $881M | $757M | $723M | $585M | $585M | $577M | |
| Operating Income | $335M | $389M | $420M | $414M | $332M | $272M | $241M | $233M | $179M | $149M | $127M | $131M | |
| Interest Expense | · | · | $41M | $39M | $41M | $42M | $28M | $22M | $18M | $9M | $7M | $6M | |
| Interest Income | · | · | · | · | · | · | · | $1M | $1M | $1M | $783.0K | $1M | |
| Other Non-op | $-24M | $2M | $-817.0K | $230.0K | $1M | $-2M | $-400.0K | $156.0K | $-2M | $-1M | $-1M | $-1M | |
| Pretax Income | $226M | $333M | $378M | $374M | $293M | $228M | $212M | $212M | $159M | $139M | $119M | $124M | |
| Income Tax | $68M | $83M | $97M | $94M | $73M | $56M | $52M | $48M | $68M | $55M | $43M | $49M | |
| Net Income | $157M | $250M | $281M | $281M | $219M | $173M | $159M | $164M | $91M | $85M | $76M | $76M | |
| EPS (Basic) | $5.00 | $7.73 | $8.53 | $8.04 | $6.27 | $4.92 | $4.49 | $4.60 | $2.54 | $2.35 | $2.00 | $1.84 | |
| EPS (Diluted) | $4.86 | $6.55 | $7.55 | $7.66 | $5.95 | $4.87 | $4.43 | $4.55 | $2.50 | $2.32 | $1.98 | $1.83 | |
| Shares (Basic) | 31,494,000 | 32,286,000 | 32,991,000 | 34,903,000 | 35,011,000 | 35,117,000 | 35,538,000 | 35,586,000 | 35,741,000 | 36,102,000 | 37,984,000 | 41,062,000 | |
| Shares (Diluted) | 32,347,000 | 38,136,000 | 37,241,000 | 36,620,000 | 36,863,000 | 35,444,000 | 35,959,000 | 36,009,000 | 36,207,000 | 36,438,000 | 38,275,000 | 41,358,000 | |
| EBITDA | $441M | $487M | $482M | $470M | $387M | $337M | $287M | $271M | $222M | $187M | $164M | $172M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $358M | $259M | $269M | $164M | $104M | $128M | $115M | $143M | $106M | $203M | $188M | $165M | |
| Receivables | $5.52B | $4.17B | $3.57B | $3.27B | $2.94B | $2.69B | $2.51B | $1.93B | $1.81B | $1.44B | $1.32B | $1.31B | |
| Inventory | $161M | $123M | $185M | $265M | $328M | $186M | $191M | $149M | $195M | $148M | $120M | · | |
| Other Current Assets | $261M | $209M | $189M | $192M | $200M | $177M | $231M | $116M | $152M | $127M | $77M | $63M | |
| Current Assets | $6.36B | $4.84B | $4.33B | $3.90B | $3.57B | $3.18B | $3.05B | $2.34B | $2.30B | $1.98B | $1.75B | $1.70B | |
| PP&E (Net) | $188M | $216M | $210M | $204M | $176M | $146M | $131M | $73M | $75M | $71M | $88M | $104M | |
| PP&E (Gross) | $373M | $436M | $430M | $419M | $410M | $402M | $367M | $405M | $410M | $379M | $380M | $374M | |
| Accum. Depreciation | $185M | $220M | $220M | $215M | $234M | $256M | $236M | $332M | $335M | $308M | $292M | $269M | |
| Goodwill | $1.17B | $894M | $684M | $493M | $428M | $429M | $415M | $167M | $131M | $63M | $56M | $26M | |
| Intangibles | $426M | $426M | $370M | $205M | $215M | $247M | $279M | $112M | $101M | $21M | $27M | $24M | |
| Other Non-current Assets | $123M | $135M | $146M | $149M | $301M | $312M | $306M | $85M | $57M | $29M | $28M | $18M | |
| Total Assets | $9.09B | $7.45B | $6.29B | $5.11B | $4.69B | $4.31B | $4.18B | $2.78B | $2.69B | $2.22B | $2.01B | $1.95B | |
| Accrued Liabilities | $615M | $512M | $538M | $434M | $423M | $408M | $352M | $253M | $176M | $152M | $145M | $145M | |
| Current Liabilities | $5.10B | $4.12B | $3.37B | $2.87B | $2.52B | $2.23B | $1.88B | $1.54B | $1.50B | $1.44B | $1.21B | $1.14B | |
| Capital Leases | $60M | $66M | $71M | $63M | $58M | · | · | · | · | · | · | · | |
| Deferred Tax | $71M | $64M | $28M | $33M | $47M | $33M | $45M | $683.0K | $717.0K | $900.0K | $239.0K | $655.0K | |
| Other Non-current Liabilities | $187M | $161M | $203M | $157M | $256M | $270M | $232M | $56M | $45M | $26M | $31M | $24M | |
| Total Liabilities | $7.44B | $5.68B | $4.55B | $3.47B | $3.18B | $2.97B | $3.02B | $1.79B | $1.84B | $1.51B | $1.33B | $1.23B | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | · | $61M | |
| Common Stock | $310.0K | $318.0K | $326.0K | $340.0K | $349.0K | $351.0K | $353.0K | $355.0K | $358.0K | $355.0K | $371.0K | $401.0K | |
| Retained Earnings | $1.52B | $1.51B | $1.45B | $1.37B | $1.17B | $993M | $841M | $705M | $550M | $460M | $409M | $397M | |
| Stockholders' Equity | $1.65B | $1.77B | $1.74B | $1.64B | $1.51B | $1.34B | $1.16B | $987M | $843M | $713M | $686M | $721M | |
| Liabilities + Equity | $9.09B | $7.45B | $6.29B | $5.11B | $4.69B | $4.31B | $4.18B | $2.78B | $2.69B | $2.22B | $2.01B | $1.95B | |
| Shares Outstanding | 30,996,000 | 31,778,000 | 32,590,000 | 34,009,000 | 34,897,000 | 35,103,000 | 35,263,000 | 35,482,000 | 35,829,000 | 35,484,000 | 37,106,000 | 40,147,000 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $106M | $98M | $62M | $57M | $55M | $66M | $46M | $37M | $43M | $38M | $38M | $41M | |
| Stock-based Comp | $34M | $34M | $29M | $23M | $18M | $18M | $16M | $15M | $13M | $11M | $9M | $8M | |
| Deferred Tax | $2M | $8M | $-13M | $-9M | $12M | $-13M | $7M | $9M | $19M | $11M | $5M | $4M | |
| Amort. of Intangibles | $77M | $70M | $36M | $33M | $32M | $38M | $24M | $16M | $17M | $11M | $11M | $11M | |
| Restructuring | $37M | $32M | $6M | $4M | $-2M | $12M | $5M | $3M | $9M | $5M | $5M | $4M | |
| Other Non-cash | $5M | $243M | $260M | $-253M | $-141M | $113M | $-101M | $67M | $-471M | $-49M | $53M | $-17M | |
| Operating Cash Flow | $304M | $633M | $620M | $98M | $164M | $356M | $128M | $293M | $-307M | $96M | $181M | $110M | |
| CapEx | $25M | $47M | $39M | $71M | $52M | $24M | $69M | $17M | $19M | $12M | $13M | $10M | |
| Investing Cash Flow | $-310M | $-303M | $-505M | $-138M | $-21M | $10M | $-733M | $-92M | $-205M | $-21M | · | · | |
| Debt Issued | · | · | · | · | · | · | · | · | $175M | · | · | · | |
| Net Debt Issued | · | · | · | · | · | · | · | $-166M | $166M | · | · | · | |
| Stock Repurchased | $151M | $200M | $217M | $108M | $50M | $25M | $28M | $22M | · | $50M | $92M | $50M | |
| Net Stock Activity | $-151M | $-200M | $-217M | $-108M | $-50M | $-25M | $-28M | $-22M | · | $-50M | $-92M | $-50M | |
| Financing Cash Flow | $82M | $-321M | $-17M | $114M | $-161M | $-362M | $578M | $-159M | $397M | $-58M | · | · | |
| Net Change in Cash | $99M | $-9M | $105M | $60M | $-25M | $14M | $-28M | $37M | $-99M | $15M | $23M | $38M | |
| Taxes Paid | $74M | $118M | $104M | $91M | $76M | $63M | $42M | $31M | $55M | $39M | $41M | $52M | |
| Free Cash Flow | $279M | $586M | $580M | $27M | $112M | $331M | $59M | $275M | $-325M | $84M | $167M | $100M | |
| Levered FCF | · | · | $550M | $-2M | $81M | $300M | $37M | $258M | $-336M | $78M | $162M | $97M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 21.4% | 20.3% | 18.2% | 15.7% | 15.3% | 15.6% | 14.7% | 14.0% | 13.7% | 13.6% | 13.3% | 13.4% | |
| Operating Margin | 4.1% | 4.5% | 4.6% | 4.0% | 3.5% | 3.3% | 3.1% | 3.3% | 2.7% | 2.7% | 2.4% | 2.5% | |
| Net Margin | 1.9% | 2.9% | 3.1% | 2.7% | 2.3% | 2.1% | 2.1% | 2.3% | 1.4% | 1.5% | 1.4% | 1.4% | |
| Pretax Margin | 2.7% | 3.8% | 4.1% | 3.6% | 3.1% | 2.7% | 2.7% | 3.0% | 2.4% | 2.5% | 2.2% | 2.3% | |
| EBITDA Margin | 5.3% | 5.6% | 5.3% | 4.5% | 4.1% | 4.0% | 3.7% | 3.8% | 3.3% | 3.4% | 3.1% | 3.2% | |
| ROA | 1.9% | 3.6% | 4.9% | 5.7% | 4.9% | 4.1% | 4.6% | 6.0% | 3.7% | 4.0% | 3.8% | 4.0% | |
| ROE | 9.7% | 14.1% | 16.7% | 17.2% | 14.8% | 13.2% | 14.1% | 17.0% | 11.7% | 12.1% | 10.8% | 10.5% | |
| ROIC | 14.1% | 16.5% | 18.0% | 18.9% | 16.5% | 15.3% | 15.6% | 18.3% | 12.1% | 12.7% | 11.7% | 11.1% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.2 | 1.2 | 1.3 | 1.4 | 1.4 | 1.4 | 1.6 | 1.5 | 1.5 | 1.4 | 1.4 | 1.5 | |
| Quick Ratio | 1.2 | 1.1 | 1.1 | 1.2 | 1.2 | 1.3 | 1.4 | 1.3 | 1.3 | 1.1 | 1.2 | 1.3 | |
| Interest Coverage | · | · | 10.2 | 10.5 | 8.2 | 6.5 | 8.4 | 10.2 | 9.3 | 17.2 | 17.5 | 21.8 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.0 | 1.3 | 1.6 | 2.1 | 2.1 | 2.0 | 2.2 | 2.6 | 2.7 | 2.6 | 2.7 | 2.8 | |
| Inventory Turnover | 45.8 | 45.2 | 33.4 | 29.6 | 31.1 | 37.4 | 38.9 | 35.5 | 33.8 | 35.4 | · | · | |
| Receivables Turnover | 1.7 | 2.2 | 2.7 | 3.4 | 3.4 | 3.2 | 3.5 | 3.8 | 4.1 | 4.0 | 4.1 | 4.1 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $53.20 | $55.72 | $53.26 | $48.17 | $43.25 | $38.24 | $32.90 | $27.82 | $23.54 | $20.11 | $18.48 | $17.96 | |
| Revenue / Share | $254.96 | $228.18 | $246.39 | $284.85 | $255.98 | $235.32 | $215.00 | $196.62 | $185.15 | $150.54 | $140.38 | $128.54 | |
| Cash Flow / Share | $9.39 | $16.59 | $16.64 | $2.68 | $4.44 | $10.03 | $3.56 | $8.13 | $-8.44 | $2.63 | $4.72 | $2.67 | |
| Cash / Share | $11.55 | $8.16 | $8.25 | $4.81 | $2.98 | $3.66 | $3.25 | $4.02 | $2.95 | $5.72 | $5.07 | $4.10 | |
| EPS (TTM) | $4.86 | $6.55 | $7.55 | $7.66 | $5.95 | $4.87 | $4.43 | $4.55 | $2.50 | $2.32 | $1.98 | $1.83 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -5.2% | -5.2% | -12.0% | 10.5% | 13.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -7.5% | -2.7% | 3.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -0.22% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -25.8% | -13.2% | -1.4% | 28.7% | 22.2% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -14.1% | 3.2% | 15.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -0.04% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -37.0% | -11.2% | 0.25% | 27.9% | 27.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -17.5% | 4.4% | 17.7% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -1.8% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $8.25B | $8.70B | $9.18B | $10.43B | $9.44B | $8.34B | $7.73B | $7.08B | $6.70B | $5.49B | $5.37B | $5.32B | |
| Net Income TTM | $157M | $250M | $281M | $281M | $219M | $173M | $159M | $164M | $91M | $85M | $76M | $76M | |
| Market Cap | $2.53B | $4.83B | $5.77B | $3.41B | $3.72B | $2.67B | $2.48B | $1.45B | $1.37B | $1.43B | $932M | $1.04B | |
| P/E | 16.8 | 23.2 | 23.5 | 13.1 | 17.9 | 15.6 | 15.9 | 9.0 | 15.3 | 17.4 | 12.7 | 14.1 | |
| P/S | 0.3 | 0.6 | 0.6 | 0.3 | 0.4 | 0.3 | 0.3 | 0.2 | 0.2 | 0.3 | 0.2 | 0.2 | |
| P/B | 1.5 | 2.7 | 3.3 | 2.1 | 2.5 | 2.0 | 2.1 | 1.5 | 1.6 | 2.0 | 1.4 | 1.4 | |
| P / Tangible Book | 47.7 | 10.7 | 8.5 | 3.6 | 4.3 | 4.0 | · | · | · | · | · | · | |
| P / Cash Flow | 8.3 | 7.6 | 9.3 | 34.8 | 22.7 | 7.5 | 19.4 | 4.9 | -4.5 | 15.0 | 5.2 | 9.4 | |
| P / FCF | 9.0 | 8.2 | 10.0 | 125.5 | 33.3 | 8.1 | 42.2 | 5.3 | -4.2 | 17.2 | 5.6 | 10.4 | |
| Earnings Yield | 6.0% | 4.3% | 4.3% | 7.6% | 5.6% | 6.4% | 6.3% | 11.2% | 6.5% | 5.7% | 7.9% | 7.1% |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.40B | $2.13B | $2.05B | $2.00B | $2.09B | $2.10B | $2.07B | $2.09B | $2.16B | $2.38B | $2.24B | $2.27B | $2.35B | $2.32B | $2.50B | $2.53B | |
| Cost of Revenue | $1.88B | $1.67B | $1.57B | $1.57B | $1.65B | $1.70B | $1.63B | $1.66B | $1.71B | $1.94B | $1.80B | $1.86B | $1.92B | $1.93B | $2.08B | $2.14B | |
| Gross Profit | $522M | $462M | $478M | $434M | $442M | $406M | $440M | $432M | $453M | $441M | $436M | $409M | $433M | $391M | $421M | $399M | |
| SG&A Expense | $385M | $384M | $361M | $333M | $352M | $339M | $358M | $330M | $317M | $337M | $298M | $310M | $318M | $310M | $305M | $308M | |
| Operating Income | $131M | $72M | $95M | $93M | $87M | $60M | $65M | $93M | $131M | $100M | $132M | $92M | $119M | $77M | $114M | $90M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $13M | · | $12M | $9M | $10M | · | $12M | |
| Other Non-op | $-248.0K | $1M | $336.0K | $888.0K | $-13.0K | $-25M | $2M | $-1M | $469.0K | $763.0K | $-328.0K | $203.0K | $60.0K | $-752.0K | $-511.0K | $-2M | |
| Pretax Income | $106M | $50M | $72M | $71M | $64M | $19M | $52M | $75M | $117M | $88M | $122M | $80M | $109M | $66M | $103M | $77M | |
| Income Tax | $29M | $19M | $20M | $20M | $17M | $11M | $15M | $17M | $30M | $21M | $32M | $20M | $29M | $16M | $26M | $19M | |
| Net Income | $78M | $30M | $52M | $51M | $47M | $8M | $37M | $58M | $87M | $67M | $91M | $60M | $80M | $50M | $77M | $57M | |
| EPS (Basic) | $2.58 | $0.97 | $1.66 | $1.62 | $1.48 | $0.24 | $1.17 | $1.81 | $2.69 | $2.06 | $2.77 | $1.85 | $2.43 | $1.48 | $2.24 | $1.64 | |
| EPS (Diluted) | $2.57 | $0.97 | $1.56 | $1.62 | $1.46 | $0.22 | $1.02 | $1.52 | $2.27 | $1.74 | $2.42 | $1.62 | $2.17 | $1.34 | $2.13 | $1.58 | |
| Shares (Basic) | 30,032,000 | 30,788,000 | · | 31,369,000 | 31,780,000 | 31,839,000 | · | 32,216,000 | 32,565,000 | 32,596,000 | · | 32,574,000 | 33,101,000 | 33,706,000 | · | 34,952,000 | |
| Shares (Diluted) | 30,174,000 | 30,856,000 | · | 31,536,000 | 32,121,000 | 34,683,000 | · | 38,331,000 | 38,567,000 | 38,435,000 | · | 37,203,000 | 37,039,000 | 37,207,000 | · | 36,340,000 | |
| EBITDA | $160M | $100M | · | $119M | $112M | $86M | · | $119M | $156M | $122M | · | $107M | $133M | $92M | · | $106M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $363M | $441M | $358M | $547M | $309M | $322M | $259M | $317M | $256M | $379M | · | $244M | $196M | $176M | · | $137M | |
| Receivables | $7.82B | $6.42B | $5.52B | $5.48B | $5.48B | $4.61B | $4.17B | $3.90B | $4.14B | $3.57B | · | $3.07B | $3.67B | $3.09B | · | $3.05B | |
| Inventory | $248M | $252M | $161M | $149M | $147M | $149M | $123M | $151M | $145M | $169M | · | $184M | $248M | $266M | · | $368M | |
| Other Current Assets | $310M | $279M | $261M | $266M | $300M | $246M | $209M | $209M | $265M | $219M | · | $210M | $230M | $217M | · | $232M | |
| Current Assets | $8.80B | $7.45B | $6.36B | $6.50B | $6.30B | $5.39B | $4.84B | $4.66B | $4.90B | $4.44B | · | $3.71B | $4.34B | $3.75B | · | $3.78B | |
| PP&E (Net) | · | · | $188M | · | · | · | $216M | · | · | · | $210M | $206M | $202M | $201M | $204M | $201M | |
| PP&E (Gross) | · | · | $373M | · | · | · | $436M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $196M | $189M | $185M | $233M | $230M | $225M | $220M | $222M | $221M | $219M | · | $222M | $218M | $215M | · | $214M | |
| Goodwill | $1.17B | $1.17B | $1.17B | $902M | $905M | $897M | $894M | $889M | $873M | $681M | $684M | $559M | $495M | $494M | · | $494M | |
| Intangibles | $384M | $405M | $426M | $374M | $394M | $409M | $426M | $449M | $461M | $354M | · | $220M | $189M | $197M | · | $212M | |
| Other Non-current Assets | $122M | $122M | $123M | $119M | $126M | $125M | $135M | $140M | $140M | $142M | · | $383M | $317M | $323M | · | $306M | |
| Total Assets | $11.39B | $10.06B | $9.09B | $8.90B | $8.73B | $7.92B | $7.45B | $7.29B | $7.35B | $6.57B | · | $5.08B | $5.54B | $4.96B | · | $5.00B | |
| Accrued Liabilities | $648M | $1.05B | $615M | $514M | $507M | $606M | $512M | $493M | $488M | $518M | · | $395M | $409M | $416M | · | $415M | |
| Current Liabilities | $7.43B | $6.13B | $5.10B | $5.02B | $4.90B | $4.39B | $4.12B | $3.74B | $4.01B | $3.50B | · | $2.74B | $3.31B | $2.88B | · | $2.27B | |
| Capital Leases | · | · | $60M | · | · | · | $66M | · | · | · | · | · | · | · | · | · | |
| Deferred Tax | $70M | $70M | $71M | $70M | $51M | $57M | $64M | $73M | $52M | $23M | · | $33M | $32M | $29M | · | $37M | |
| Other Non-current Liabilities | $190M | $166M | $187M | $132M | $151M | $158M | $161M | $161M | $170M | $173M | · | $359M | $290M | $305M | · | $283M | |
| Total Liabilities | $9.79B | $8.45B | $7.44B | $7.32B | $7.12B | $6.33B | $5.68B | $5.52B | $5.51B | $4.81B | · | $3.45B | $3.97B | $3.39B | · | $3.38B | |
| Common Stock | $295.0K | $302.0K | $310.0K | $310.0K | $314.0K | $319.0K | $318.0K | $318.0K | $326.0K | $325.0K | · | $326.0K | $326.0K | $333.0K | · | $348.0K | |
| Retained Earnings | $1.49B | $1.48B | $1.52B | $1.47B | $1.49B | $1.52B | $1.51B | $1.47B | $1.57B | $1.48B | · | $1.36B | $1.30B | $1.31B | · | $1.37B | |
| Stockholders' Equity | $1.61B | $1.60B | $1.65B | $1.58B | $1.61B | $1.59B | $1.77B | $1.77B | $1.85B | $1.76B | $1.74B | $1.63B | $1.57B | $1.57B | $1.64B | $1.62B | |
| Liabilities + Equity | $11.39B | $10.06B | $9.09B | $8.90B | $8.73B | $7.92B | $7.45B | $7.29B | $7.35B | $6.57B | · | $5.08B | $5.54B | $4.96B | · | $5.00B | |
| Shares Outstanding | 29,515,000 | 30,191,000 | 30,996,000 | 30,967,000 | 31,420,000 | 31,912,000 | 31,778,000 | 31,761,000 | 32,584,000 | 32,548,000 | · | 32,577,000 | 32,568,000 | 33,261,000 | 34,009,000 | 34,828,000 |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $29M | $28M | $28M | $26M | $26M | $26M | $26M | $26M | $25M | $22M | $18M | $16M | $14M | $15M | $14M | $15M | |
| Stock-based Comp | $11M | $8M | $7M | $9M | $9M | $9M | $8M | $9M | $9M | $8M | $3M | $10M | $10M | $7M | $6M | $6M | |
| Deferred Tax | $3M | $-1M | $-3M | $19M | $-6M | $-8M | $-8M | $20M | $888.0K | $-4M | $-4M | $-8M | $3M | $-4M | $-4M | $-5M | |
| Amort. of Intangibles | $21M | $21M | $21M | $19M | $19M | $19M | $19M | $19M | $17M | $15M | $11M | $9M | $8M | $8M | $8M | $9M | |
| Restructuring | $6M | $6M | $21M | $5M | $3M | $7M | $16M | $9M | $5M | $2M | $3M | $3M | $-4M | $4M | $1M | $720.0K | |
| Other Non-cash | · | $-33M | · | · | · | $44M | · | · | · | $155M | · | · | · | $93M | · | · | |
| Operating Cash Flow | $-12M | $32M | $154M | $249M | $-177M | $78M | $215M | $125M | $46M | $247M | $206M | $226M | $28M | $160M | $304M | $236M | |
| CapEx | $8M | $6M | $7M | $6M | $5M | $7M | $14M | $14M | $12M | $6M | $10M | $16M | $4M | $9M | $12M | $12M | |
| Investing Cash Flow | $125.0K | $-6M | $-292M | $-6M | $-5M | $-7M | $-14M | $-10M | $-273M | $-6M | $-409M | $-99M | $11M | $-9M | $-12M | $-12M | |
| Stock Repurchased | $75M | $75M | $0 | $75M | $76M | $0 | $0 | $165M | $0 | $35M | $0 | $0 | $100M | $117M | $83M | $25M | |
| Net Stock Activity | · | $-75M | · | · | · | $0 | · | · | · | $-35M | · | · | · | $-117M | · | · | |
| Financing Cash Flow | $-60M | $64M | $-54M | $-3M | $155M | $-15M | $-239M | $-62M | $105M | $-125M | $219M | $-75M | $-20M | $-141M | $-263M | $-221M | |
| Net Change in Cash | $-77M | $83M | $-189M | $238M | $-13M | $63M | $-58M | $61M | $-123M | $110M | $24M | $48M | $20M | $12M | $27M | $-951.0K | |
| Free Cash Flow | · | $26M | · | · | · | $71M | · | · | · | $241M | · | · | · | $151M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $231M | · | · | · | $143M | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 21.7% | 21.7% | · | 21.7% | 21.1% | 19.3% | · | 20.7% | 21.0% | 18.5% | · | 18.0% | 18.4% | 16.8% | · | 15.8% | |
| Operating Margin | 5.5% | 3.4% | · | 4.6% | 4.1% | 2.9% | · | 4.5% | 6.1% | 4.2% | · | 4.0% | 5.1% | 3.3% | · | 3.6% | |
| Net Margin | 3.2% | 1.4% | · | 2.5% | 2.2% | 0.36% | · | 2.8% | 4.0% | 2.8% | · | 2.7% | 3.4% | 2.1% | · | 2.3% | |
| Pretax Margin | 4.4% | 2.3% | · | 3.5% | 3.1% | 0.90% | · | 3.6% | 5.4% | 3.7% | · | 3.5% | 4.7% | 2.9% | · | 3.0% | |
| EBITDA Margin | 6.7% | 4.7% | · | 5.9% | 5.4% | 4.1% | · | 5.7% | 7.2% | 5.1% | · | 4.7% | 5.7% | 4.0% | · | 4.2% | |
| ROA | 0.77% | 0.33% | · | 0.63% | 0.58% | 0.10% | · | 0.94% | 1.4% | 1.2% | · | 1.2% | 1.4% | 1.0% | · | 1.2% | |
| ROE | 4.8% | 1.9% | · | 3.0% | 2.7% | 0.45% | · | 3.4% | 5.1% | 4.0% | · | 3.7% | 5.1% | 3.2% | · | 3.7% | |
| ROIC | 5.9% | 2.7% | · | 4.2% | 3.9% | 1.5% | · | 4.1% | 5.3% | 4.3% | · | 4.2% | 5.6% | 3.7% | · | 4.2% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.2 | 1.2 | · | 1.3 | 1.3 | 1.2 | · | 1.2 | 1.2 | 1.3 | · | 1.4 | 1.3 | 1.3 | · | 1.7 | |
| Quick Ratio | 1.1 | 1.1 | · | 1.2 | 1.2 | 1.1 | · | 1.1 | 1.1 | 1.1 | · | 1.2 | 1.2 | 1.1 | · | 1.4 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 8.0 | · | 7.6 | 12.6 | 7.5 | · | 7.7 |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.4 | · | 0.4 | 0.4 | 0.5 | · | 0.5 | |
| Inventory Turnover | 9.5 | 8.3 | · | 10.5 | 11.3 | 10.7 | · | 9.9 | 8.7 | 8.9 | · | 6.7 | 6.1 | 6.0 | · | 6.7 | |
| Receivables Turnover | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.5 | · | 0.6 | 0.6 | 0.7 | · | 0.7 | 0.6 | 0.8 | · | 0.9 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $54.38 | $53.08 | · | $51.05 | $51.10 | $49.85 | · | $55.61 | $56.70 | $53.94 | · | $49.91 | $48.17 | $47.31 | · | $46.54 | |
| Revenue / Share | $79.52 | $68.97 | · | $63.54 | $65.11 | $60.65 | · | $54.47 | $56.05 | $61.91 | · | $60.92 | $63.44 | $62.46 | · | $69.74 | |
| Cash Flow / Share | · | $1.05 | · | · | · | $2.25 | · | · | · | $6.43 | · | · | · | $4.30 | · | · | |
| Cash / Share | $12.32 | $14.59 | · | $17.66 | $9.84 | $10.09 | · | $9.99 | $7.87 | $11.65 | · | $7.50 | $6.02 | $5.28 | · | $3.92 | |
| EPS (TTM) | $6.72 | $5.61 | · | $4.32 | $4.22 | $5.03 | · | $7.95 | $8.05 | $7.95 | · | $7.26 | $7.22 | $7.47 | · | $7.21 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $8.58B | $8.27B | · | $8.27B | $8.36B | $8.43B | · | $8.87B | $9.04B | $9.23B | · | $9.44B | $9.71B | $10.10B | · | $10.49B | |
| Net Income TTM | $210M | $180M | · | $142M | $150M | $190M | · | $303M | $305M | $298M | · | $268M | $265M | $274M | · | $265M | |
| Market Cap | $3.59B | $2.02B | · | $3.51B | $4.34B | $4.79B | · | $6.84B | $6.46B | $6.04B | · | $4.74B | $4.77B | $4.75B | · | $2.87B | |
| P/E | 18.1 | 11.9 | · | 26.3 | 32.7 | 29.8 | · | 27.1 | 24.6 | 23.3 | · | 20.0 | 20.3 | 19.1 | · | 11.4 | |
| P/S | 0.4 | 0.2 | · | 0.4 | 0.5 | 0.6 | · | 0.8 | 0.7 | 0.7 | · | 0.5 | 0.5 | 0.5 | · | 0.3 | |
| P/B | 2.2 | 1.3 | · | 2.2 | 2.7 | 3.0 | · | 3.9 | 3.5 | 3.4 | · | 2.9 | 3.0 | 3.0 | · | 1.8 | |
| P / Tangible Book | 65.3 | 68.6 | · | 11.5 | 14.2 | 16.8 | · | 16.0 | 12.6 | 8.4 | · | 5.6 | 5.4 | 5.4 | · | 3.1 | |
| P / Cash Flow | · | 62.5 | · | · | · | 61.3 | · | · | · | 24.4 | · | · | · | 29.7 | · | · | |
| Earnings Yield | 5.5% | 8.4% | · | 3.8% | 3.1% | 3.4% | · | 3.7% | 4.1% | 4.3% | · | 5.0% | 4.9% | 5.2% | · | 8.8% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $8.25B | $8.70B | $9.18B | $10.43B | $9.44B |
| Gross Margin % | 21.4% | 20.3% | 18.2% | 15.7% | 15.3% |
| Operating Margin % | 4.1% | 4.5% | 4.6% | 4.0% | 3.5% |
| Net Income | $157M | $250M | $281M | $281M | $219M |
| Diluted EPS | $4.86 | $6.55 | $7.55 | $7.66 | $5.95 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Current Ratio | 1.2 | 1.2 | 1.3 | 1.4 | 1.4 |
| Quick Ratio | 1.2 | 1.1 | 1.1 | 1.2 | 1.2 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $279M | $586M | $580M | $27M | $112M |
Institutional owners (13F) 351 filers · $4.0B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
351
Value held
$4.0B
New positions
95
Exited positions
52
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 95 (+32 vs prior Q) | 52 (+9 vs prior Q) | 87 (-34 vs prior Q) | 110 (+32 vs prior Q) | +647K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $587,162,112 | 4,820,707 | 14.76% | Shares |
| MORGAN STANLEY | $345,420,316 | 2,835,962 | 8.68% | Shares |
| VANGUARD GROUP INC | $331,211,314 | 4,065,439 | 8.33% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $312,806,882 | 2,568,201 | 7.86% | Shares |
| FIDUCIARY MANAGEMENT INC /WI/ | $267,658,058 | 2,197,521 | 6.73% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $165,530,219 | 1,359,033 | 4.16% | Shares |
| STATE STREET CORP | $148,968,793 | 1,223,097 | 3.75% | Shares |
| PARADIGM CAPITAL MANAGEMENT INC/NY | $116,562,600 | 957,000 | 2.93% | Shares |
| FMR LLC | $114,406,113 | 939,295 | 2.88% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $103,334,103 | 848,411 | 2.60% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $99,241,013 | 814,638 | 2.50% | Shares |
| Analog Century Management LP | $94,025,459 | 771,966 | 2.36% | Shares |
| FIL Ltd | $65,637,289 | 538,894 | 1.65% | Shares |
| D. E. Shaw & Co., Inc. | $57,540,756 | 472,420 | 1.45% | Shares |
| NORTHERN TRUST CORP | $52,264,137 | 429,098 | 1.31% | Shares |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $47,355,231 | 388,795 | 1.19% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $46,500,560 | 381,778 | 1.17% | Shares |
| JANE STREET GROUP, LLC | $46,260,005 | 379,803 | 1.16% | Shares |
| Nuveen, LLC | $45,862,816 | 376,542 | 1.15% | Shares |
| JPMORGAN CHASE & CO | $42,093,650 | 348,247 | 1.06% | Shares |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $41,130,155 | 337,686 | 1.03% | Shares |
| MILLENNIUM MANAGEMENT LLC | $40,310,197 | 330,954 | 1.01% | Shares |
| BROWN ADVISORY INC | $36,778,977 | 301,962 | 0.92% | Shares |
| BANK OF AMERICA CORP /DE/ | $36,642,798 | 300,844 | 0.92% | Shares |
| GOLDMAN SACHS GROUP INC | $36,199,569 | 297,205 | 0.91% | Shares |
| AMERIPRISE FINANCIAL INC | $35,756,827 | 293,570 | 0.90% | Shares |
| Point72 Asset Management, L.P. | $34,941,131 | 286,873 | 0.88% | Shares |
| Invesco Ltd. | $28,164,911 | 231,239 | 0.71% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $27,837,999 | 228,555 | 0.70% | Shares |
| Alyeska Investment Group, L.P. | $26,601,729 | 218,405 | 0.67% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $24,252,816 | 199,120 | 0.61% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $22,228,500 | 182,500 | 0.56% | Call option |
| Bank of New York Mellon Corp | $21,892,381 | 179,740 | 0.55% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $17,776,467 | 145,948 | 0.45% | Shares |
| UBS Group AG | $15,227,436 | 125,020 | 0.38% | Shares |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14,363,874 | 117,930 | 0.36% | Shares |
| KENNEDY CAPITAL MANAGEMENT LLC | $14,257,299 | 117,055 | 0.36% | Shares |
| SPEECE THORSON CAPITAL GROUP INC | $13,027,000 | 106,952 | 0.33% | Shares |
| HIGHLAND PEAK CAPITAL, LLC | $12,845,881 | 105,467 | 0.32% | Shares |
| Public Sector Pension Investment Board | $12,636,994 | 103,752 | 0.32% | Shares |
| BARCLAYS PLC | $12,161,122 | 99,845 | 0.31% | Shares |
| Aristotle Capital Boston, LLC | $10,586,249 | 86,915 | 0.27% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $10,422,791 | 85,573 | 0.26% | Shares |
| Qube Research & Technologies Ltd | $10,364,084 | 85,091 | 0.26% | Shares |
| RHUMBLINE ADVISERS | $9,614,992 | 78,941 | 0.24% | Shares |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $9,529,997 | 78,243 | 0.24% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $9,116,852 | 74,851 | 0.23% | Shares |
| Legal & General Group Plc | $8,836,589 | 72,550 | 0.22% | Shares |
| CITADEL ADVISORS LLC | $8,610,164 | 70,691 | 0.22% | Shares |
| KESTREL INVESTMENT MANAGEMENT CORP | $7,764,750 | 63,750 | 0.20% | Shares |
Activists & 5%+ owners 3 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| VA Partners I, LLC, ValueAct Capital Master Fund, L.P., ValueAct Capital Management, L.P., ValueAct Capital Management, LLC, ValueAct Holdings, L.P., ValueAct Holdings II, L.P., ValueAct Holdings GP, LLC ×7 filings | Dec. 1, 2025 | 4.70% | Amendment | · | SEC |
| ValueAct Capital Master Fund, L.P., VA Partners I, LLC, ValueAct Capital Management, L.P., ValueAct Capital Management, LLC, ValueAct Holdings, L.P., ValueAct Holdings II, L.P., ValueAct Holdings GP, LLC ×7 filings | Feb. 17, 2023 | · | Initial filing | · | SEC |
| Insight Enterprises, Inc. ×2 filings | Jan. 6, 2017 | · | Initial filing | M&A / sale | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 56 insiders · 35 officers · 19 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Jacob Azagury | Chief Executive Officer | April 15, 2026 A | · | 0 | 0 | $0 |
| Joyce A Mullen | Chief Executive Officer | Feb. 20, 2026 M | 77,972 | 0 | 0 | $0 |
| Richard A Fennessy | President and CEO | Aug. 26, 2009 S | 122,370 | 0 | 0 | $0 |
| James A. Morgado | Chief Financial Officer | May 11, 2026 P | 17,246 | 1 | 0 | $199,825 |
| Helen Johnson | CFO, INA SVP Finance | Feb. 24, 2021 S | 13,677 | 0 | 0 | $0 |
| Stanley Laybourne | CFO | Aug. 29, 2007 M | 11,200 | 0 | 0 | $0 |
| Adrian P Gregory | President, EMEA | Feb. 20, 2026 M | 8,719 | 0 | 0 | $0 |
| Daniel Burger | President INA | Feb. 20, 2026 M | 24,652 | 0 | 0 | $0 |
| Emma Desousa | President, EMEA | Feb. 20, 2022 A | 8,710 | 0 | 0 | $0 |
| Wolfgang Ebermann | EMEA President | March 10, 2020 P | 43,549 | 0 | 0 | $0 |
| Steven W. Dodenhoff | President, North America | Feb. 20, 2020 A | 61,708 | 0 | 0 | $0 |
| Stuart Fenton | President Insight EMEA | May 10, 2013 S | 0 | 0 | 0 | $0 |
| Mark T Mcgrath | President of Subsidiary | Feb. 20, 2009 A | 96,773 | 0 | 0 | $0 |
| Branson M Smith | President of Subsidiary | Nov. 29, 2004 M | 0 | 0 | 0 | $0 |
| Dino D Farfante | President of Subsidiary | Nov. 17, 2004 M | 0 | 0 | 0 | $0 |
| Karim Adatia | General Counsel | Aug. 28, 2026 S | 0 | 0 | 2 | $-99,072 |
| Robert Douglas Green | Chief Digital Officer | Feb. 20, 2026 M | 9,267 | 0 | 0 | $0 |
| Jennifer M Vasin | Chief Human Resources Officer | Feb. 20, 2026 M | 8,389 | 0 | 0 | $0 |
| Rachael A Bertrandt | Chief Accounting Officer | Feb. 20, 2026 M | 5,909 | 0 | 0 | $0 |
| Samuel C Cowley | Gen'l Counsel & Secretary | Feb. 20, 2026 M | 32,509 | 0 | 0 | $0 |
| Sumana Nallapati | Chief Information Officer | May 15, 2023 M | 617 | 0 | 0 | $0 |
| Jeffery Shumway | Chief Information Officer | Feb. 20, 2022 M | 11,512 | 0 | 0 | $0 |
| Michael Guggemos | Chief Information Officer | Feb. 20, 2019 A | 28,148 | 0 | 0 | $0 |
| Dana A. Leighty | VP, PAO | Feb. 20, 2018 A | 9,713 | 0 | 0 | $0 |
| Steven Robert Andrews | General Counsel and Secretary | Feb. 26, 2015 S | 14,086 | 0 | 0 | $0 |
| David C Olsen | SVP, Controller and PAO | Feb. 20, 2012 A | 0 | 0 | 0 | $0 |
| Mary E. Sculley | SVP, Human Resources | May 10, 2011 A | · | 0 | 0 | $0 |
| Stephen Speidel | Sr. Vice President, Operations | Feb. 20, 2011 A | 29,536 | 0 | 0 | $0 |
| Gary M Glandon | Chief People Officer | Feb. 20, 2009 A | 17,118 | 0 | 0 | $0 |
| Karen K Mcginnis | Chief Accounting Officer | Feb. 20, 2009 A | 40,837 | 0 | 0 | $0 |
| Catherine W Eckstein | Chief Marketing Officer | May 26, 2008 F | 18,331 | 0 | 0 | $0 |
| David Rice | Chief Technology Officer | Feb. 19, 2008 M | 0 | 0 | 0 | $0 |
| Carmela Orlando | VP, GM of Subsidiary | May 6, 2006 M | 2,500 | 0 | 0 | $0 |
| James A Mccoy | SVP of Subsidiary | Feb. 14, 2005 M | 0 | 0 | 0 | $0 |
| Timothy J Mcgrath | EVP of Subsidiary | Aug. 26, 2004 A | 0 | 0 | 0 | $0 |
| Janet Foutty | Director | Aug. 30, 2026 M | 917 | 0 | 0 | $0 |
| Thomas Reichert | Director | Aug. 30, 2026 M | 917 | 0 | 0 | $0 |
| Anthony Ibarguen | Director | Aug. 13, 2026 S | 18,188 | 0 | 1 | $-619,320 |
| Girish D Rishi | Director | May 21, 2026 M | 13,557 | 0 | 0 | $0 |
| Catherine Courage | Director | May 21, 2026 M | 12,956 | 0 | 0 | $0 |
| Linda Marie Breard | Director | May 21, 2026 M | 13,131 | 0 | 0 | $0 |
| Bruce Armstrong | Director | May 21, 2026 M | 15,163 | 0 | 0 | $0 |
| Richard E Allen | Director | May 21, 2026 M | 27,620 | 0 | 0 | $0 |
| Timothy A Crown | Director | May 21, 2026 M | 93,160 | 0 | 0 | $0 |
| Kathleen S Pushor | Director | May 12, 2025 M | 8,083 | 0 | 0 | $0 |
| Michael M Fisher | Director | May 10, 2018 M | 19,968 | 0 | 0 | $0 |
| Bennett Dorrance | Director | May 10, 2018 M | 49,352 | 0 | 0 | $0 |
| Robertson C Jones | Director | May 15, 2017 M | 6,605 | 0 | 0 | $0 |
| Larry Gunning | Director | Feb. 10, 2016 M | 11,891 | 0 | 0 | $0 |
| Robert F Woods | Director | May 19, 2011 M | 3,333 | 0 | 0 | $0 |
| David J Robino | Director | May 9, 2010 M | 6,001 | 0 | 0 | $0 |
| Eric J Crown | Director | Aug. 31, 2007 M | 253,345 | 0 | 0 | $0 |
| Glynis Bryan | · | Feb. 12, 2025 M | 102,519 | 0 | 0 | $0 |
| Kenneth T Lamneck | · | Jan. 3, 2022 S | 71,741 | 0 | 0 | $0 |
| James D Kebert | · | June 30, 2006 D | 14,000 | 0 | 0 | $0 |
| Robert P Moya | · | Jan. 3, 2005 M | 0 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 54 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| PSCT · Invesco Exchange-Traded Fund Trust … | 1.92% | 64,909 SH | Oct. 1, 2026 | Daily |
| RZV · Invesco Exchange-Traded Fund Trust | 1.19% | 21,079 SH | Oct. 1, 2026 | Daily |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.56% | 69,592 SH | Oct. 1, 2026 | Daily |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.39% | 64,091 SH | Aug. 19, 2026 | Daily |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.31% | 4,590 SH | Oct. 1, 2026 | Daily |
| NUSC · Nushares ETF Trust | 0.28% | 27,725 NS | July 31, 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0.26% | 240 NS | July 31, 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.22% | 25,160 SH | Aug. 19, 2026 | Daily |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.20% | 105,623 SH | Aug. 19, 2026 | Daily |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.16% | 7,371 NS | July 31, 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.15% | 1,035 NS | July 31, 2026 | N-PORT |
| IWM · iShares Trust | 0.15% | 741,803 SH | Sept. 11, 2026 | Daily |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.15% | 7,826 NS | July 31, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.14% | 27,299 NS | July 31, 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.13% | 14,324 NS | July 31, 2026 | N-PORT |
| FYT · First Trust Exchange-Traded AlphaDE… | 0.13% | 1,926 NS | July 31, 2026 | N-PORT |
| RSSL · Global X Funds | 0.12% | 13,786 NS | July 31, 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.11% | 165,762 SH | Aug. 19, 2026 | Daily |
| PKW · Invesco Exchange-Traded Fund Trust | 0.10% | 11,001 SH | Oct. 1, 2026 | Daily |
| ESML · iShares Trust | 0.09% | 16,408 SH | Sept. 11, 2026 | Daily |
| VBR · VANGUARD INDEX FUNDS | 0.08% | 439,858 SH | Aug. 19, 2026 | Daily |
| VFVA · VANGUARD WELLINGTON FUND | 0.07% | 4,680 SH | Aug. 19, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.07% | 80,845 NS | July 31, 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0.06% | 91,175 NS | July 31, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.05% | 59,229 NS | July 31, 2026 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0.05% | 720,334 SH | Aug. 19, 2026 | Daily |
| DFSV · Dimensional ETF Trust | 0.05% | 31,704 NS | July 31, 2026 | N-PORT |
| WSML · iShares Trust | 0.04% | 1,723 SH | Sept. 11, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.04% | 346,411 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.04% | 692,899 SH | Aug. 19, 2026 | Daily |
| TILT · FlexShares Trust | 0.04% | 5,994 NS | July 31, 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.03% | 19,621 SH | Oct. 1, 2026 | Daily |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.03% | 332 NS | July 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.02% | 25,242 NS | July 31, 2026 | N-PORT |
| IGM · iShares Trust | 0.02% | 14,195 SH | Sept. 11, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.02% | 665 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.01% | 43,538 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 958,776 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.01% | 6,346 SH | Aug. 19, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.01% | 1,446 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.01% | 41,326 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.01% | 7,563 SH | Sept. 11, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.00% | 4,069 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 6,113 NS | July 31, 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 22,769 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 2,363 SH | Aug. 19, 2026 | Daily |
| IJR · iShares Trust | · | 1,843,297 SH | Sept. 10, 2026 | Daily |
| IJS · iShares Trust | · | 269,540 SH | Sept. 8, 2026 | Daily |
| IWN · iShares Trust | · | 270,835 SH | Sept. 11, 2026 | Daily |
| XJR · iShares Trust | · | 4,169 SH | Aug. 31, 2026 | Daily |
| SVAL · iShares Trust | · | 8,333 SH | Sept. 3, 2026 | Daily |
| ISCB · iShares Trust | · | 1,294 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 6,397 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 10,412 SH | Sept. 11, 2026 | Daily |
NSIT Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 10 analysts
BUY
Median target
$167.50
+4.3%
3 30.0%
Strong Buy
4 40.0%
Buy
3 30.0%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
4 analysts · 2026-09-27Mean target $163.75 +1.9%
Now
Current price $160.66
Low$140.00
Mean$163.75
High$180.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| NSIT | $2.53B | 16.8 | -5.2% | 1.9% | 9.7% | 21.4% |
| SNX | $15.10B | 15.3 | 6.9% | 1.3% | 10.0% | 7.0% |
| CDW | $17.62B | 16.9 | 6.8% | 4.8% | 42.0% | 21.7% |
| ARW | $5.63B | 10.1 | 10.5% | 1.8% | 9.2% | 11.2% |
| AVT | · | 21.5 | 24.5% | 1.2% | 6.7% | 10.4% |
| INGM | · | 18.6 | 9.5% | · | · | · |
| PLUS | $1.98B | 15.0 | 22.1% | 5.4% | 12.5% | 25.2% |
| CNXN | $1.46B | 17.7 | 2.5% | 2.9% | 9.3% | 18.8% |
| ADIG | · | · | · | · | · | · |
| SCSC | $1.05B | 14.3 | 6.1% | 2.4% | 8.7% | 13.6% |
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Source: SEC 10-Q filed Aug 6, 2026