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

Total Revenue

$14.5B

Previous: $12.8B+13.6%
EPS (adj)

$0.82

Previous: $0.16+412.5%
Gross Margin

6.6%

No prior period
Income from Operations Margin

1.6%

No prior period
Adjusted Income from Operations Margin

1.9%

No prior period
Adjusted EBITDA

$356M

No prior period
Net Income

$111M

Previous: $37.8M+193.1%
Operating Income

$236M

Previous: $143M+65.2%
Gross Profit

$959M

Previous: $839M+14.2%

Revenue & EPS history

Ingram Micro Holding Corporation · Revenue · Quarterly

$14.5B

Q2 2026+13.6%vs Q2 2025
Beat estimate in 7 of 7 quarters(100%)
ActualEstimate

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

Historical avg

+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

Earnings price reactions
QuarterReport dateReaction (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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