INGM

Ingram Micro's (INGM) Q2 results are expected to come in at the upper end of its guidance, RBC Capit

IRVINE, Calif., July 16, 2026--(BUSINESS WIRE)--Ingram Micro Holding Corporation (NYSE: INGM) ("Ingram Micro" or the "Company") announced today that it will hold a conference call to discuss second quarter 2026 financial results on Thursday, July 30, 2026, at 2:00 p.m. PT (5:00 p.m. ET). The Company plans to release its financial results after market close the same day. The call can be accessed at 877-407-9781 or 201-689-8796. A live webcast of the call can also be accessed at the Ingram Micro investor relations website at https://ir.ingrammicro.com. A telephonic replay will be available through Thursday, August 20, 2026, at 877-660-6853 or 201-612-7415, access code 13761702. A webcast replay will also be available at https://ir.ingrammicro.com. About Ingram Micro Ingram Micro (NYSE: INGM) is a leading technology company for the global information technology ecosystem. With the ability to reach nearly 90% of the global population, we play a vital role in the worldwide IT sales channel, bringing products and services from technology manufacturers and cloud providers to business-to-business technology experts. Through Ingram Micro Xvantage™, our AI-powered digital platform, we offer what we believe to be the industry’s first comprehensive business-to-consumer-like experience, integrating hardware and cloud subscriptions, personalized recommendations, instant pricing, order tracking, and billing automation. We also provide various technology services, including financing, specialized marketing, lifecycle management, and technical pre- and post-sales professional support. Learn more at www.ingrammicro.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260716199175/en/ Contacts Investor Relations: Willa [email protected] Media Relations: Lisa [email protected]

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Ingram Micro Holding stock has delivered a 41.6% return over the past year, and both its Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point to the shares trading at an apparent discount to underlying fundamentals. Over the past 1 year, Ingram Micro Holding is up 41.6%, which puts more focus on whether the recent share price strength has fully closed, or only partly closed, that perceived discount. Future cash generation from Ingram Micro Holding's distribution and services model can support the current valuation, while any squeeze on margins or working capital needs may limit how much of that cash actually reaches shareholders. On Simply Wall St's broader checks, Ingram Micro Holding screens as undervalued in 5 of 6 tests, and that high score suggests the stock still looks cheap across several common valuation frameworks. The issue now is whether the current share price of US$29.06 still offers enough margin of safety relative to Ingram Micro Holding's intrinsic value estimate and its market multiples. Find out why Ingram Micro Holding's 41.6% return over the last year is lagging behind its peers. The Discounted Cash Flow (DCF) model values Ingram Micro Holding by projecting future free cash the business could generate for shareholders and discounting it back to today. For Ingram Micro Holding, the latest twelve month free cash flow is a small outflow of about $24.8 million, so the model assumes a recovery to positive cash generation rather than relying on current conditions alone. Those projections, using a 2 Stage Free Cash Flow to Equity approach, indicate an estimated intrinsic value of about $50.67 per share, compared with the current share price of $29.06. Based on these figures, the stock appears to trade at a 42.6% discount to the DCF estimate, even though the model already incorporates a shift from recent free cash flow pressure to steady positive cash flows over time. On this DCF view, Ingram Micro Holding stock currently appears undervalued relative to its projected cash flows. Our Discounted Cash Flow (DCF) analysis suggests Ingram Micro Holding is undervalued by 42.6%. Track this in your watchlist or portfolio, or discover 44 more high quality undervalued stocks. Head to the Valuation secti...

Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let’s have a look at Ingram Micro (NYSE:INGM) 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 very strong Q1. As a group, revenues beat analysts’ consensus estimates by 5.7% while next quarter’s revenue guidance was 0.6% below. Luckily, it distribution & solutions stocks have performed well with share prices up 12.7% on average since the latest earnings results. Operating as the crucial link in the global technology supply chain with a presence in 57 countries, Ingram Micro (NYSE:INGM) is a global technology distributor that connects manufacturers with resellers, providing hardware, software, cloud services, and logistics expertise. Ingram Micro reported revenues of $13.96 billion, up 13.7% year on year. This print exceeded analysts’ expectations by 9.2%. Overall, it was a strong quarter for the company with an impressive beat of analysts’ revenue estimates and revenue guidance for next quarter exceeding analysts’ expectations. The stock is down 12.1% since reporting and currently trades at $27.05. Is now the time to buy Ingram Micro? Access our full analysis of the earnings results here, it’s free. Serving as the crucial middleman in the technology supply chain, TD SYNNEX (NYSE:SNX) is a global technology distributor that connects thousands of IT manufacturers with resellers, helping businesses access hardware, software, and technology solutions. TD SYNNEX reported revenues of $17.16 billion, up 18.1% year on year, outperforming analysts’ expectations by 9.5%. The business had an incredible quarter with a beat of analysts’ EPS estimates and a solid beat of analysts’ EPS guidance for next q...

Investors were underwhelmed by the solid earnings posted by Ingram Micro Holding Corporation (NYSE:INGM) recently. We have done some analysis and have found some comforting factors beneath the profit numbers. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. To properly understand Ingram Micro Holding's profit results, we need to consider the US$114m expense attributed to unusual items. It's never great to see unusual items costing the company profits, but on the upside, things might improve sooner rather than later. When we analysed the vast majority of listed companies worldwide, we found that significant unusual items are often not repeated. And that's hardly a surprise given these line items are considered unusual. Assuming those unusual expenses don't come up again, we'd therefore expect Ingram Micro Holding to produce a higher profit next year, all else being equal. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. Because unusual items detracted from Ingram Micro Holding's earnings over the last year, you could argue that we can expect an improved result in the current quarter. Because of this, we think Ingram Micro Holding's earnings potential is at least as good as it seems, and maybe even better! And the EPS is up 22% over the last twelve months. At the end of the day, it's essential to consider more than just the factors above, if you want to understand the company properly. With this in mind, we wouldn't consider investing in a stock unless we had a thorough understanding of the risks. For example - Ingram Micro Holding has 1 warning sign we think you should be aware of. This note has only looked at a single factor that sheds light on the nature of Ingram Micro Holding's profit. But there are plenty of other ways to inform your opinion of a company. For example, many people consider a high return on equity as an indication of favorable business economics, while others like to 'follow the money' and search out stocks that insiders are buying. While it might take a little research on your behalf, you may find this free collection of c...

Ingram Micro beat or matched the high end of Q1 guidance with net sales of $13.96 billion (up 13.7% YoY) and non-GAAP EPS of $0.75, driven by strong Cloud and Advanced Solutions growth and large GPU/AI infrastructure deals that boosted revenue but reduced gross margin by roughly 35 basis points (Q1 gross margin 6.63%). The company's Xvantage platform and AI automation are central to its strategy — with over 400 ML models deployed, the "email-to-order" capability processed ~230,000 emails into orders (enabling > $1 billion in sales) and the Intelligent Digital Assistant helped convert > $800 million in AI-led net sales. Adjusted free cash flow was an outflow of -$962 million due to seasonal working capital and growth funding, though net debt/adjusted EBITDA improved to 1.7x; management guided Q2 net sales of $13.6–$14.0 billion and non-GAAP EPS of $0.68–$0.78. Interested in Ingram Micro Holding Corporation? Here are five stocks we like better. Ingram Micro (NYSE:INGM) reported first-quarter fiscal 2026 results that management said came in at or above the high end of guidance, fueled by continued strength in Cloud and Advanced Solutions and increased contribution from large GPU and AI infrastructure deals. CEO Paul Bay said the company “delivered another strong first quarter,” with net revenue rising nearly 14% year over year and non-GAAP diluted earnings per share of $0.75. Bay also pointed to nearly 12% growth in gross profit and “over 20% growth in non-GAAP net income,” citing operating leverage and momentum across the business. → Corning Beats Q1 Estimates but Drops 9% on Guidance Miss CFO Mike Zilis provided additional detail, reporting net sales of $13.96 billion, up 13.7% year over year in U.S. dollars and up 10% on an FX-neutral basis. Zilis said performance was “widespread geographically,” with all four regions posting double-digit year-over-year growth in U.S. dollars. Management highlighted strong growth in Cloud and Advanced Solutions, including large enterprise GPU and AI infrastructure projects that were captured late in the quarter in North America and Asia Pacific. Cloud: Zilis said Cloud grew 25% year over year on an FX-neutral basis, and 34% when adjusting for the CloudBlue divestiture that closed in the third quarter of last year. Bay said Cloud again grew double digits with “particular strength in Infrastructure as a Service.” Advanced Solu...

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Ingram Micro Holding (INGM) shares were in focus after the company reported first quarter 2026 results, with revenue up 13.7% year over year and earnings per share above analyst expectations. See our latest analysis for Ingram Micro Holding. Despite the strong quarter, the share price has recently pulled back. The 1-day share price return is 9.29% and the 7-day share price return is 8.04%. However, the 90-day share price return of 32.15% and 1-year total shareholder return of 52.75% indicate that momentum has been building over a longer period. If earnings driven moves in Ingram Micro have your attention, this could be a good moment to broaden your watchlist with other AI focused names via the 37 AI infrastructure stocks With the stock trading at US$27.91, a value score of 5, an intrinsic discount of 37.90% and a market price roughly 9.80% below the average analyst target, the key question is whether this represents a buying opportunity or if markets are already pricing in future growth. Analysts see fair value for Ingram Micro Holding at about $25.42, a touch below the current $27.91 share price, which puts the focus squarely on the earnings story behind that gap. Read the complete narrative. Curious how relatively flat revenue expectations can still support faster earnings growth and a lower future P/E than the wider Electronic industry? The narrative joins margin expansion, cash flow assumptions and a specific discount rate into a single valuation framework that does not match the current market price. Result: Fair Value of $25.42 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this story can change quickly if low margin AI infrastructure deals dominate sales, or if cloud growth and cash generation fall short of expectations. Find out about the key risks to this Ingram Micro Holding narrative. While the narrative based fair value of $25.42 points to Ingram Micro Holding trading about 9.8% above that estimate, the current P/E of 18.1x looks low against peers at 20.6x, the US Electronic industry at 28.2x, and an SWS fair ratio of 35.3x. This combination signals a very different risk reward profile. If the market ever shifts closer to that fair ratio, today’s gap between 18.1x and 35.3x coul...

This article first appeared on GuruFocus. Net Revenue Growth: Nearly 14% increase year-over-year. Non-GAAP Earnings Per Share: $0.75. Gross Profit Growth: Nearly 12% increase from last year. Non-GAAP Net Income Growth: Over 20% increase year-over-year. Net Sales: $13.96 billion, up 13.7% year-over-year. Cloud Revenue Growth: 25% year-over-year on an FX-neutral basis. Advanced Solutions Growth: 14% year-over-year on an FX-neutral basis. Client and Endpoint Solutions Growth: Nearly 8% on an FX-neutral basis. Gross Margin: 6.3% of net sales, down 12 basis points year-over-year. Operating Expenses: $703 million or 5.04% of net sales. Adjusted Income from Operations: $262 million, up 14% year-over-year. Non-GAAP Net Income: $175.5 million, up 22% year-over-year. Non-GAAP Diluted EPS: $0.75, up 23% from prior year. Net Working Capital: $4.4 billion. Adjusted Free Cash Flow: Outflow of $962 million. Cash and Cash Equivalents: $916 million. Debt: $3.3 billion. Net Debt to Adjusted EBITDA Ratio: 1.7 times. Q2 2026 Net Sales Guidance: $13.6 billion to $14.0 billion. Q2 2026 Non-GAAP Diluted EPS Guidance: $0.68 to $0.78. Warning! GuruFocus has detected 8 Warning Signs with INGM. Is INGM fairly valued? Test your thesis with our free DCF calculator. Release Date: April 30, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Ingram Micro Holding Corp (NYSE:INGM) reported a strong first quarter with net revenue growth of nearly 14% and non-GAAP earnings per share of $0.75, exceeding guidance. The company's Advanced Solutions and Cloud segments led growth, driven by large GPU and AI infrastructure deals in North America and Asia Pacific. Asia Pacific region experienced double-digit growth, becoming the second largest region by net revenue, with India showing significant progress. The Xvantage platform is enhancing operational efficiency, driving stronger engagement, and supporting better financial outcomes with more than 2 million self-service orders in the quarter. Ingram Micro Holding Corp (NYSE:INGM) achieved a specialization for AI with Microsoft, enhancing its capabilities in designing and developing AI solutions. The company faces headwinds from projects being deferred or altered due to price sensitivity and supply constraints, particularly affecting smaller customers and Advanced Solutions. Gross margin was impact...

Ingram Micro (INGM) came out with quarterly earnings of $0.75 per share, beating the Zacks Consensus Estimate of $0.7 per share. This compares to earnings of $0.61 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +6.53%. A quarter ago, it was expected that this provider of information technology products and services would post earnings of $0.9 per share when it actually produced earnings of $0.96, delivering a surprise of +6.67%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Ingram Micro, which belongs to the Zacks Technology Services industry, posted revenues of $13.96 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 10.00%. This compares to year-ago revenues of $12.28 billion. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Ingram Micro shares have added about 42% since the beginning of the year versus the S&P 500's gain of 4.2%. While Ingram Micro has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Ingram Micro was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the compl...

For the quarter ended March 2026, Ingram Micro (INGM) reported revenue of $13.96 billion, up 13.7% over the same period last year. EPS came in at $0.75, compared to $0.61 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $12.69 billion, representing a surprise of +10%. The company delivered an EPS surprise of +6.53%, with the consensus EPS estimate being $0.70. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how Ingram Micro performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Geographic Revenues- North America: $5 billion versus the three-analyst average estimate of $4.46 billion. The reported number represents a year-over-year change of +12.7%. Geographic Revenues- Latin America: $952.47 million versus the three-analyst average estimate of $942.81 million. The reported number represents a year-over-year change of +18.6%. Geographic Revenues- Asia-Pacific: $4.11 billion compared to the $3.58 billion average estimate based on three analysts. The reported number represents a change of +13.5% year over year. Geographic Revenues- EMEA: $3.91 billion versus the three-analyst average estimate of $3.74 billion. The reported number represents a year-over-year change of +14.1%. View all Key Company Metrics for Ingram Micro here>>> Shares of Ingram Micro have returned +25% over the past month versus the Zacks S&P 500 composite's +12.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Ingram Micro Holding Corporation (INGM) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Fiscal First Quarter 2026: Net sales of $14.0 billion, above high end of guidance range and up 13.7% over prior year Gross profit of $926.0 million, up 11.7% over prior year Net income of $98.9 million and non-GAAP net income(1) of $175.5 million, up year-over-year by 42.9% and 21.7%, respectively, on growth and continued operating efficiency Diluted earnings per share ("EPS") of $0.42 and non-GAAP diluted EPS(1) of $0.75, at high end of guidance range Quarterly dividend increased to $0.084 per share – a sequential increase of 2.4% and 10.5% over prior year Secondary offering completed in March for 10.3 million shares, accompanied by a repurchase of 3.5 million shares from our majority owner; authorized additional capacity under the share repurchase program to make $100 million available for future use Fiscal Second Quarter 2026 Outlook: Net sales for Q2 2026 expected to be $13.6 billion to $14.0 billion – a year-over-year increase of 6.3% to 9.4% Non-GAAP diluted EPS for Q2 2026 expected to be $0.68 to $0.78 – a year-over-year increase of 11.5% to 27.9% IRVINE, Calif., April 30, 2026--(BUSINESS WIRE)--Ingram Micro Holding Corporation (NYSE: INGM) ("Ingram Micro" or the "Company") today reported 2026 fiscal first quarter results for the period ended March 28, 2026. The Company reported net sales of $14.0 billion, up 13.7% year-over-year, and net income on a GAAP basis of $98.9 million, or $0.42 per share, up 42.9% and 44.8% year-over-year, respectively. Non-GAAP net income of $175.5 million, or $0.75 per share,(1) was up 21.7% and 23.0% versus the same period last year, respectively. "Our first quarter was yet another strong performance with top line growth of 13.7%, on top of double-digit growth the prior year, and earnings per share at the high end of our guidance range. All four of our regions demonstrated top line growth, three of which were double digits. This was led once again by Asia Pacific reflecting our extensive global reach," said Paul Bay, Ingram Micro’s Chief Executive Officer. "We have moved from adoption to performance on our XvantageTM platform, with AI-led net sales up more than sixty percent year-over-year in our largest countries. As we continue with our platform deployment and build on our growing portfolio of patents, we remain confident in our ability to further differentiate ourselves as a technology company and further improve our f...

IRVINE, Calif. (AP) — IRVINE, Calif. (AP) — Ingram Micro Holding Corp. (INGM) on Thursday reported first-quarter profit of $98.9 million. On a per-share basis, the Irvine, California-based company said it had net income of 42 cents. Earnings, adjusted for one-time gains and costs, were 75 cents per share. The results exceeded Wall Street expectations. The average estimate of five analysts surveyed by Zacks Investment Research was for earnings of 70 cents per share. The provider of information technology products and services posted revenue of $13.96 billion in the period, also topping Street forecasts. Four analysts surveyed by Zacks expected $12.69 billion. For the current quarter ending in June, Ingram Micro expects its per-share earnings to range from 68 cents to 78 cents. The company said it expects revenue in the range of $13.6 billion to $14 billion for the fiscal second quarter. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on INGM at https://www.zacks.com/ap/INGM