INGM · Ingram Micro Holding Corp
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AI Brief
Q2 FY26 earnings call · Jul 30, 2026TL;DR. Ingram Micro reported record Q2 2026 results, with net sales of $14.5 billion (up 13.6%), non-GAAP diluted EPS of $0.82 (well above the high end of guidance), and adjusted EBITDA up 21.0%, while Q3 guidance of $0.72–$0.82 non-GAAP diluted EPS implies a sequential step-down and cash used in operations deepened to $533.2 million.
- + Q2 net sales of $14.5 billion exceeded the high end of guidance and grew 13.6% year-over-year.
- + Adjusted EBITDA grew 21.0% year-over-year to $355.8 million, reflecting operating leverage.
- + Asia-Pacific net sales grew 27.1% and operating margin expanded to 2.13% from 1.25%, with Asia-Pacific becoming the second-largest region in net sales and operating margin.
- + Quarterly dividend increased 2.4% sequentially and 10.3% year-over-year to $0.086 per share.
- − Q3 guidance of $0.72–$0.82 non-GAAP diluted EPS implies a sequential step-down from Q2's $0.82, with EPS at the midpoint of $0.77.
- − Cash used in operations deepened to $533.2 million in Q2 from $298.0 million a year ago, driven by inventory build for ongoing supply constraints and ASP increases.
- − EMEA income from operations margin contracted to 1.46% from 1.60%, driven by higher restructuring and bad debt expense.
- − Gross margin pressure persists as sales mix shifts toward lower-margin AI-infrastructure products.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Information Technology Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
INGM
this stock
Ingram Micro Holding Corp
|
$6.22B | +25.6% | +9.5% | 14.7 | 2.4% |
|
IBM
International Business Machines Corp
|
$212.46B | -25.8% | +7.6% | 20.0 | 2.4% |
|
ACN
Accenture plc
|
$116.59B | -31.7% | +7.4% | 14.0 | 3.7% |
|
INFY
Infosys Ltd
|
$42.53B | -39.6% | — | — | 3.1% |
|
CTSH
Cognizant Technology Solutions Corp
|
$27.26B | -30.8% | +7.0% | 12.5 | 7.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| INGM | -1.8% | -2.9% | +0.4% | -4.8% | +25.6% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -1.2% | -3.0% | -11.8% | -4.3% | +13.8% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.