US · Technology · Information Technology Services
EPS came in at 0.82 against a street estimate of 0.73 — a beat of 12.3%.
Analysts rate Ingram Micro Holding Corporation a buy (10 buy, 5 hold, 0 sell out of 15) with an average price target of $32.92.
CONFIDENT Ingram Micro delivered record Q2 with $14.5B revenue (+13.6% YoY), EPS $0.82 beating guidance, and 40% operating income growth. Xvantage platform driving efficiency; AI/GPU infrastructure accelerating. Q3 guidance implies sustained double-digit growth. Q2 2026 APAC now 30% of revenue and largest region by operating income. Margin improvement in Asia Pacific despite lower absolute margin vs. rest of world. India turnaround successful. Analysts pressed GPU deal margins, software-vs-hardware budget reallocation, and OEM consolidation prevalence. Management clarified GPU deals are timing-driven and working-capital efficient; no meaningful budget shift observed; vendor rationalization is broad trend favoring Ingram's scale, global presence, and Xvantage platform differentiation. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| Platinum Equity Advisors, LLC/DE | 76.94% |
| American Century Companies Inc | 1.95% |
| D. E. Shaw & Co LP | 1.58% |
| Capital World Investors | 1.56% |
| Victory Capital Management Inc. | 1.16% |
| Millennium Management LLC | 1.14% |
| First Trust Advisors L.P. | 0.78% |
| River Road Asset Management, LLC | 0.70% |
| Document | Date |
|---|---|
| Reg FD disclosure · Q3 2026 INGRAM MICRO HOLDING CORPORATION – 8-K SUMMARY HEADLINE NUMBERS • Company reaffirmed Q3 Fiscal Year 2026 guidance on September 15, 2026 • Specific fi | 2026-09-15 |
| Material agreement · Q3 2026 INGRAM MICRO HOLDING CORPORATION – FORM 8-K SUMMARY HEADLINE NUMBERS • Secondary stock offering: 13,125,000 shares of common stock being sold by Ing | 2026-09-10 |
| Quarterly report · Q2 2026 INGRAM MICRO HOLDING CORPORATION – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Sales (26 weeks ended June 27, 2026): $28,494,050 thousand (up from $ | 2026-07-30 |
| Results announced · Q3 2026 INGRAM MICRO Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net sales: $14.5 billion, up 13.6% year-over-year, exceeding high-end guidance • Gross prof | 2026-07-30 |
| Shareholder vote results · Q2 2026 INGRAM MICRO HOLDING CORPORATION – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held May 13, 2026 (virtually) • Total votes cast f | 2026-05-14 |
| Material agreement · Q2 2026 INGRAM MICRO HOLDING CORPORATION – FORM 8-K SUMMARY HEADLINE NUMBERS • Secondary stock offering of 12,740,384 shares launched on May 5, 2026 • Under | 2026-05-07 |
| Quarterly report · Q1 2026 INGRAM MICRO HOLDING CORPORATION – Q1 2026 (13 WEEKS ENDED MARCH 28, 2026) HEADLINE NUMBERS • Net sales: $13,962,981 thousand ($14.0 billion), up 13 | 2026-04-30 |
| Results announced · Q2 2026 INGRAM MICRO Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net sales: $14.0 billion, up 13.7% year-over-year, exceeding high end of guidance range • G | 2026-04-30 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.09 / share ex-date Aug 11, 2026 · pay Aug 25, 2026 | 2026-08-11 |
| Dividend | $0.08 / share ex-date May 12, 2026 · pay May 26, 2026 | 2026-05-12 |
| Dividend | $0.08 / share ex-date Mar 10, 2026 · pay Mar 24, 2026 | 2026-03-10 |
| Dividend | $0.08 / share ex-date Nov 10, 2025 · pay Nov 24, 2025 | 2025-11-10 |
| Dividend | $0.08 / share ex-date Aug 19, 2025 · pay Sep 2, 2025 | 2025-08-19 |
| Announcement | Date |
|---|---|
| Long-term targets and Q3 fiscal year 2026 guidance reaffirmed Ingram Micro Holding Corporation filed an 8-K on September 15, 2026, announcing a Capital Market Day event. The company reaffirmed its Q3 Fiscal Year 2026 guidance and provided long-term tar | 2026-09-15 |
| Board increases stock repurchase program authorization and declares dividend Ingram Micro announced two corporate actions on April 30, 2026. First, the board declared a quarterly cash dividend of $0.084 per share, payable May 26, 2026 to shareholders of record as of | 2026-04-30 |
| Board approves $100M share repurchase plan and declares cash dividend On March 2, 2026, Ingram Micro announced three shareholder-friendly financial actions: (1) A cash dividend of $0.082 per share payable March 24, 2026 to shareholders of record as of March 10 | 2026-03-02 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Ingram Micro Holding Corporation — free to start.
Google PlayApp StoreData updated 2026-09-18.