NYSE$INGM
Ingram Micro Holding Corporation · Q2 2026 earnings
Q2 2026 earnings · · After market close · Investor relations
Briefing
Ingram Micro reported record Q2 2026 results with net sales of $14.5 billion, exceeding guidance across all metrics.
Ingram Micro Holding Corporation delivered its strongest second quarter in history for the period ended June 27, 2026. Net sales reached $14.53 billion, up 13.6% year-over-year, with gross profit of $958.7 million and non-GAAP diluted EPS of $0.82, both surpassing the high end of guidance. The company demonstrated significant operating leverage, with adjusted EBITDA of $355.8 million and strong growth across all geographic regions.
- Net sales of $14.53 billion exceeded guidance and grew 13.6% YoY, driven by balanced performance across geographies and product lines including AI infrastructure.
- Non-GAAP diluted EPS of $0.82 and GAAP EPS of $0.48 both well above guidance, with non-GAAP net income up 34.5% to $191.4 million.
- Gross margin improved to 6.60% and adjusted income from operations margin reached 1.93%, reflecting operating efficiency and leverage.
- Asia-Pacific emerged as the second-largest region by net sales and operating margin; board approved a 2.4% sequential dividend increase to $0.086 per share.
Headline financials
Revenue & EPS history
Ingram Micro Holding Corporation · Revenue · Quarterly
$14.5B
Forward guidance
Q3 2026 net sales expected between $13.55 billion and $13.95 billion (up 7.5%-10.7% YoY); non-GAAP diluted EPS of $0.72 to $0.82.
Tailwinds
- Continued healthy demand and AI opportunity expansion
- Xvantage platform differentiation driving value for partners
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 6 quarterly earnings reports
+1.3%
Avg return
Earnings day
-1.9%
Avg return
5 days after
-3.3%
Avg return
30 days after
57%
4 / 7 earnings
Positive
+14.2%
Q4 2025
Best reaction
-5.5%
Q4 2024
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2026 | — | — | — | |
| Q1 2026 | +1.6% | -6.0% | -6.8% | |
| Q4 2025 | +14.2% | +3.3% | +15.9% | |
| Q3 2025 | +3.2% | +0.5% | -2.9% | |
| Q2 2025 | +0.1% | +1.2% | +6.0% | |
| Q1 2025 | -2.1% | +5.0% | +1.9% | |
| Q4 2024 | -5.5% | -9.8% | -24.7% | |
| Q3 2024 | -2.5% | -7.6% | -12.2% | |
| Q2 2024 | — | — | — | |
| Q1 2024 | — | — | — | |
| Q4 2023 | — | — | — | |
| Q3 2023 | — | — | — | |
| Q4 2014 | — | — | — | |
| Q4 2013 | — | — | — |
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