Slide 1: Insight Enterprises, Inc. Second Quarter 2026 Earnings Conference Call
Insight Enterprises, Inc. Second Quarter 2026 Earnings Conference Call and Webcast Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. 1
Slide 2: Disclosures
Disclosures Safe harbor statement This presentation includes “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 related to Insight’s plans and expectations. Statements that are not historical facts, including those related to our expectations abou
Slide 3: Table of Contents
Table of Contents • Solutions Integrator Strategy • Solutions at Work • Employer Awards • Partner and Industry Recognitions • Second Quarter 2026 Highlights and Performance • 2026 Outlook • Appendix Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. 3
Slide 4: Our strategy is to become the leading Solutions Integrator
Our strategy is to become the leading SOLUTIONS INTEGRATOR Our experts solve our clients’ technology challenges by combining the right hardware, software, and services Secure, Integrated Solutions End-to-end Capabilities Technology Expertise Deep Partner Network We help our clients implement We arch
Slide 5: AI-Driven Reporting Cuts Survey Documentation Time and Saves $400K+ Annually
CLIENT STORY AI-Driven Reporting Cuts Survey Documentation Time and Saves $400K+ Annually Challenge Solution Outcomes • Manual reporting process requiring 6+ • Build of an AI-powered tool using • $400K+ per year in consultant time hours per consultant per survey day, plus OpenAI's language model to
Slide 6: Employer Awards
Employer Awards FORBES 2025 World's Best Employers No. 34 in IT – 2025 America’s Best Employers for Women – 2025 America's Best Employers for Company Culture – 2025 America's Best Employers for Tech Workers – 2025 America's Best Employers by State TIME Magazine International Great Place to Work No.
Slide 7: Top partner and industry recognitions
Top partner and industry recognitions Adobe | 2026 Top Retention Partner of the – 2025 Partner of the Year for Google – 2025 North America Partner of the Year in Singapore Workspace Year – 2025 UK Education Customer – 2026 Partner of the Year for Global Acquisition Partner of the Year Ericsson | 202
Slide 8: Q2 2026 Performance
Q2 2026 Performance (Changes against prior year period) NET SALES GROSS PROFIT CLOUD GROSS PROFIT INSIGHT CORE SERVICES XD GROSS PROFIT $2.4B $522M $171M $95M +15% YoY +18% YoY +39% YoY +21% YoY MARGINS EARNINGS EARNINGS FROM OPERATIONS ADJUSTED EARNINGS FROM GROSS MARGIN EFO MARGIN ADJUSTED EFO* MA
Slide 9: YTD Q2 2026 Performance
YTD Q2 2026 Performance (Changes against prior year period) NET SALES GROSS PROFIT CLOUD GROSS PROFIT INSIGHT CORE SERVICES XD GROSS PROFIT $4.5B $984M $310M $181M +8% YoY +16% YoY +37% YoY +20% YoY MARGINS EARNINGS EARNINGS FROM OPERATIONS ADJUSTED EARNINGS FROM GROSS MARGIN EFO MARGIN ADJUSTED EFO
Slide 10: Full Year 2026 Outlook
Full Year 2026 Outlook Assumptions: As of August 6, 2026 Gross profit growth 8% - 10% Gross margin 21.5% - 22.0% Adjusted diluted EPS* $12.20 - $12.70 Interest and other expenses approximately $95 million Effective tax rate 25.5% - 26.5% Capital expenditures $20 - $30 million Average share count app
Slide 11: Appendix
Appendix Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2026 Insight. All Rights Reserved. 11
Slide 12: Net Sales and Gross Profit trends
NET SALES Trailing twelve months $2.4B +15% YoY $8.6B* +3% YoY $8.4B $8.4B $8.3B $8.2B $8.3B $8.6B $2.4B $2.1B $2.0B $2.0B $2.1B Q2-25 Q3-25 Q4-25 Q1-26 Q2-26 Q1-25 Q2-25 Q3-25 2025 Q1-26 Q2-26 GROSS PROFIT Trailing twelve months $522M +18% YoY $1.9B* +10% YoY 22.0% 22.1% 20.8% 21.4% 20.6% 20.6% 21.
Slide 13: Services Net Sales and Gross Profit
SERVICES NET SALES Trailing twelve months $514M +21% YoY $1.9B* +13% YoY $1,782M $1,870M $1,666M $1,657M $1,669M $1,716M $468M $514M $426M $426M $461M Q2-25 Q3-25 Q4-25 Q1-26 Q2-26 Q1-25 Q2-25 Q3-25 2025 Q1-26 Q2-26 SERVICES GROSS PROFIT Trailing twelve months $328M +27% YoY $1.2B* +19% YoY 60% 60%
Slide 14: Insight Core Services and Cloud Gross Profit
INSIGHT CORE SERVICES GROSS PROFIT Trailing twelve months $95M +21% YoY $350M* +13% YoY 31.7% 31.6% 31.6% 32.4% 32.9% 33.4% 32.3% 34.6% 32.7% 33.7% 31.8% Gross Margin $334M $350M $312M $310M $308M $320M $90M $86M $95M $78M $79M Q2-25 Q3-25 Q4-25 Q1-26 Q2-26 Q1-25 Q2-25 Q3-25 2025 Q1-26 Q2-26 CLOUD G
Slide 15: Earnings from Operations and Adjusted EFO
EARNINGS FROM OPERATIONS Trailing twelve months $131M +51% YoY $391M* +29% YoY $391M $349M $335M $347M $304M $304M $131M $87M $93M $95M $72M Q2-25 Q3-25 Q4-25 Q1-26 Q2-26 Q1-25 Q2-25 Q3-25 2025 Q1-26 Q2-26 ADJUSTED EARNINGS FROM OPERATIONS** Trailing twelve months $181M +31% YoY $610M* +18% YoY $181
Slide 16: Diluted and Adjusted Diluted EPS
DILUTED EARNINGS PER SHARE Trailing twelve months $2.57 +76% YoY $6.81* +62% YoY $2.57 $6.81 $5.73 $5.11 $4.86 $1.62 $1.67 $4.21 $4.20 $1.46 $0.97 Q2-25 Q3-25 Q4-25 Q1-26 Q2-26 Q1-25 Q2-25 Q3-25 2025 Q1-26 Q2-26 ADJUSTED DILUTED EARNINGS PER SHARE** Trailing twelve months $3.86 +44% YoY $12.53* +23%
Slide 17: Consolidated IEI Financial Metrics
Consolidated IEI Financial Metrics Three Months Ended Q2-25 Q3-25 Q4-25 Q1-26 Q2-26 Twelve Months Ended Q1-25 Q2-25 Q3-25 2025 Q1-26 Q2-26 Net Sales YoY (3)% (4)% (1)% 1% 15% Net Sales YoY (9)% (8)% (7)% (5)% (2)% 3% Gross Margin 21.1% 21.7% 23.4% 21.7% 21.7% Gross Margin 20.6% 20.6% 20.8% 21.4% 22.
Slide 18: Services Financial Metrics
Services Financial Metrics Three Months Ended Q2-25 Q3-25 Q4-25 Q1-26 Q2-26 Twelve Months Ended Q1-25 Q2-25 Q3-25 2025 Q1-26 Q2-26 Services Revenue $426M $426M $468M $461M $514M Services Revenue $1,666M $1,657M $1,669M $1,716M $1,782M $1,870M Services Revenue YoY (2%) 3% 11% 17% 21% Services Revenue
Slide 19: GEO Financial Metrics
GEO Financial Metrics Three Months Ended Six Months Ended June 30, 2026 June 30, 2026 North America EMEA APAC North America EMEA APAC Net Sales $1.9B $375.2M $85.6M $3.6B $0.7B $158.0M Net Sales YoY** 15% 6% 36% 7% 3% 23% Gross Profit $397.7M $93.4M $30.5M $0.8B $180.2M $52.5M Gross Profit YoY** 16%
Slide 20: Adjusted EBITDA and Debt Covenants
Fixed Charge Coverage $624,977 Adjusted EBITDA and Debt Covenants $600,000 $500,000 $400,000 $300,000 3.46x Twelve Months Ended $180,418 June 30, $200,000 $100,000 US Dollars in $000s 2026 2025 Adjusted Consolidated EBITDA: $— EBITDA-Dividends- Fixed Charges Net earnings $ 210,479 $ 149,666 CAPEX In
Slide 21: Reconciliation of GAAP to Non-GAAP Financial Measures
Reconciliation of GAAP to Non-GAAP Financial Measures* Three Months Ended Six Months Ended June 30, June 30, US Dollars in $000s 2026 2025 2024 2026 2025 Adjusted Consolidated Earnings from Operations: GAAP consolidated EFO $ 130,967 $ 86,532 $ 131,073 $ 202,649 $ 146,635 Amortization of intangible
Slide 22: Reconciliation of GAAP to Non-GAAP Financial Measures (continued)
Reconciliation of GAAP to Non-GAAP Financial Measures* (continued) Three Months Ended Six Months Ended June 30, June 30, US Dollars in $000s, except per share data 2026 2025 2024 2026 2025 Adjusted Consolidated Net Earnings: GAAP consolidated net earnings $ 77,569 $ 46,932 $ 87,444 $ 107,578 $ 54,44
Slide 23: Reconciliation of GAAP to Non-GAAP Financial Measures (continued)
Reconciliation of GAAP to Non-GAAP Financial Measures* (continued) Three Months Ended Six Months Ended June 30, June 30, US Dollars in $000s, except per share data 2026 2025 2024 2026 2025 Adjusted Diluted Earnings Per Share: GAAP diluted EPS $ 2.57 $ 1.46 $ 2.27 $ 3.53 $ 1.63 Amortization of intang
Slide 24: Reconciliation of GAAP to Non-GAAP Financial Measures (continued)
Reconciliation of GAAP to Non-GAAP Financial Measures* (continued) Three Months Ended Six Months Ended June 30, June 30, US Dollars in $000s 2026 2025 2026 2025 Adjusted North America Earnings from Operations: GAAP EFO from North America segment $ 112,583 $ 68,722 $ 178,781 $ 119,512 Amortization of
Slide 25: Reconciliation of GAAP to Non-GAAP Financial Measures (continued)
Reconciliation of GAAP to Non-GAAP Financial Measures* (continued) Three Months Ended Six Months Ended June 30, June 30, US Dollars in $000s 2026 2025 2026 2025 Adjusted APAC Earnings from Operations: GAAP EFO from APAC segment $ 8,895 $ 6,654 $ 7,774 $ 10,956 Amortization of intangible assets 588 —
Slide 26: Reconciliation of GAAP to Non-GAAP Financial Measures (continued)
Reconciliation of GAAP to Non-GAAP Financial Measures* (continued) Three Months Ended Six Months Ended June 30, June 30, US Dollars in $000s 2026 2025 2026 2025 Adjusted Consolidated EBITDA: GAAP consolidated net earnings $ 77,569 $ 46,932 $ 107,578 $ 54,446 Interest expense 26,587 24,293 52,197 42,
Slide 27: Reconciliation of GAAP to Non-GAAP Financial Measures (continued)
Reconciliation of GAAP to Non-GAAP Financial Measures (continued) Twelve Months Ended June 30, US Dollars in $000s 2026 2025 Adjusted Return on Invested Capital: GAAP consolidated EFO $ 390,937 $ 304,160 Amortization of intangible assets 81,656 74,515 Change in fair value of earnout liabilities 35,5
Slide 28: Reconciliation of GAAP to Non-GAAP Financial Measures (continued)
Reconciliation of GAAP to Non-GAAP Financial Measures* (continued) Three Months Ended Six Months Ended June 30, June 30, US Dollars in $000s 2026 2025 2026 2025 Adjusted Consolidated Selling and Administrative Expenses: GAAP selling and administrative expenses $ 384,575 $ 352,314 $ 768,558 $ 691,487
Slide 29: Reconciliation of GAAP to Non-GAAP Financial Measures (continued)
Reconciliation of GAAP to Non-GAAP Financial Measures* (continued) Twelve Months Ended June 30, US Dollars in $000s 2026 Adjusted Free Cash Flow: Net cash provided by operating activities $ 422,968 Less: Purchases of property and equipment 26,397 Adjusted non-GAAP free cash flow** $ 396,571 Net cash
Slide 30: Reconciliation of GAAP to Non-GAAP Financial Measures (continued)
Reconciliation of GAAP to Non-GAAP Financial Measures* (continued) Three Months Ended Three Months Ended Three Months Ended September 30, December 31, March 31, US Dollars in $000s 2025 2024 2025 2024 2026 2025 Adjusted Consolidated Earnings from Operations: GAAP consolidated EFO $ 93,067 $ 92,851 $
Slide 31: Reconciliation of GAAP to Non-GAAP Financial Measures (continued)
Reconciliation of GAAP to Non-GAAP Financial Measures* (continued) Three Months Ended Three Months Ended Three Months Ended September 30, December 31, March 31, US Dollars in $000s, except per share data 2025 2024 2025 2024 2026 2025 Adjusted Consolidated Net Earnings: GAAP consolidated net earnings
Slide 32: Reconciliation of GAAP to Non-GAAP Financial Measures (continued)
Reconciliation of GAAP to Non-GAAP Financial Measures* (continued) Three Months Ended Three Months Ended Three Months Ended September 30, December 31, March 31, US Dollars in $000s, except per share data 2025 2024 2025 2024 2026 2025 Adjusted Diluted Earnings Per Share: GAAP diluted EPS $ 1.62 $ 1.5
Slide 33: Reconciliation of GAAP to Non-GAAP Financial Measures (continued)
Reconciliation of GAAP to Non-GAAP Financial Measures* (continued) US Dollars in $000s TTM Q1-24 TTM Q2-24 TTM Q3-24 2024 TTM Q1-25 TTM Q2-25 TTM Q3-25 2025 TTM Q1-26 TTM Q2-26 Adjusted Consolidated Earnings from Operations: GAAP consolidated EFO $ 442,320 $ 454,782 $ 455,771 $ 388,584 $ 348,701 $ 3
Slide 34: Reconciliation of GAAP to Non-GAAP Financial Measures (continued)
Reconciliation of GAAP to Non-GAAP Financial Measures* (continued) US Dollars in $000s, except per share data TTM Q1-24 TTM Q2-24 TTM Q3-24 2024 TTM Q1-25 TTM Q2-25 TTM Q3-25 2025 TTM Q1-26 TTM Q2-26 Adjusted Consolidated Net Earnings: GAAP consolidated net earnings $ 298,364 $ 305,326 $ 303,287 $ 2
Slide 35: Financial Results by Offering Category
Financial Results by Offering Category US Dollars in $000s Q2-24 Q3-24 Q4-24 FY 2024 Q1-25 Q2-25 Q3-25 Q4-25 FY 2025 Q1-26 Q2-26 Consolidated IEI by Offering Category: Net Sales: Hardware $ 1,172,641 $ 1,137,518 $ 1,130,014 $ 4,574,900 $ 1,141,516 $ 1,191,031 $ 1,144,225 $ 1,153,345 $ 4,630,117 $ 1,