Press Release: Insight Enterprises, Inc. To Report Fourth Quarter And Full Year 2025 Financial Results On February 5, 2026

Looking back on it distribution & solutions stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including Insight Enterprises and its peers.

IT Distribution & Solutions will be buoyed by the increasing complexity of IT ecosystems, rising cloud adoption, and demand for cybersecurity solutions. Enterprises are less likely than ever to embark on these complicated journeys solo, and companies in the sector boast expertise and scale in these areas. However, cloud migration also means less need for hardware, which could dent demand for large portions of the product portfolio and hurt margins. Additionally, planning for potentially supply chain disruptions is ongoing, as the COVID-19 pandemic showed how damaging a pause in global trade could be in areas like semiconductor procurement.

The 8 it distribution & solutions stocks we track reported a mixed Q3. As a group, revenues beat analysts’ consensus estimates by 1.1% while next quarter’s revenue guidance was in line.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 6.3% since the latest earnings results.

Insight Enterprises

With over 35 years of IT expertise and partnerships with more than 8,000 technology providers, Insight Enterprises provides end-to-end digital transformation solutions that help businesses modernize their IT infrastructure and maximize the value of technology.

Insight Enterprises reported revenues of $2.00 billion, down 4% year on year. This print fell short of analysts’ expectations by 5.9%. Overall, it was a softer quarter for the company with a significant miss of analysts’ revenue and EPS estimates.

The stock is down 23% since reporting and currently trades at $79.85.

Read our full report on Insight Enterprises here, it’s free.

Best Q3: ePlus

Starting as a financing company in 1990 before evolving into a full-service technology provider, ePlus provides comprehensive IT solutions, professional services, and financing options to help organizations optimize their technology infrastructure and supply chain processes.

ePlus reported revenues of $608.8 million, up 23.4% year on year, outperforming analysts’ expectations by 17.5%. The business had an incredible quarter with a beat of analysts’ EPS estimates and an impressive beat of analysts’ revenue estimates.

ePlus pulled off the biggest analyst estimates beat and fastest revenue growth among its peers. The market seems happy with the results as the stock is up 17% since reporting. It currently trades at $85.83.

Weakest Q3: Connection

Starting as a small computer products seller in 1982 and evolving into a Fortune 1000 company, Connection is a technology solutions provider that helps businesses and government agencies design, purchase, implement, and manage their IT infrastructure and systems.

Connection reported revenues of $709.1 million, down 2.2% year on year, falling short of analysts’ expectations by 4.7%. It was a disappointing quarter as it posted a significant miss of analysts’ revenue and EPS estimates.

As expected, the stock is down 8.3% since the results and currently trades at $55.81.

Read our full analysis of Connection’s results here.

Ingram Micro

Operating as the crucial link in the global technology supply chain with a presence in 57 countries, Ingram Micro is a global technology distributor that connects manufacturers with resellers, providing hardware, software, cloud services, and logistics expertise.

Ingram Micro reported revenues of $12.6 billion, up 7.2% year on year. This result topped analysts’ expectations by 3%. Overall, it was a strong quarter as it also logged revenue guidance for next quarter exceeding analysts’ expectations and an impressive beat of analysts’ revenue estimates.

The stock is down 5.2% since reporting and currently trades at $20.92.

Read our full, actionable report on Ingram Micro here, it’s free.

Avnet

With a century-long history of adapting to technological evolution, Avnet is a global electronic components distributor that connects manufacturers of semiconductors and other electronic parts with businesses that need these components.

Avnet reported revenues of $5.90 billion, up 5.3% year on year. This print surpassed analysts’ expectations by 3%. It was a strong quarter as it also produced revenue guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ revenue estimates.

The stock is down 2.8% since reporting and currently trades at $49.13.

Read our full, actionable report on Avnet here, it’s free.