Ingram Micro Holding Corporation, operating globally through its various subsidiaries, delivers a broad spectrum of technology services and solutions. Its client base ...
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Est. EPS $0.78 · Revenue $13.79B · 9 analysts
Est. EPS $3.41 · Revenue $58.00B · 8 analysts
Est. EPS $0.82 · Revenue $14.34B · 5 analysts
Est. EPS $0.89 · Revenue $14.73B · 3 analysts
$0.32 per share
$0.32 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $52.6B | +9.5% | +4.1% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $327.9M | +24.1% | +12.1% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +6.7% | -7.1% | -0.5% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +1.8% | +4.6% | +1.0% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +0.6% | +13.3% | +7.7% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $785.4M | +310.9% | +44.2% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +1.5% | +275.1% | +46.4% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 86.1% | -15.7% | +9.5% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.33x | -4.6% | -0.5% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $21.2B | +13.1% | +2.8% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 1.39 vs 2.84 | -51.1% | 0.48 vs 0.78 | -38.1% |
| Revenue Surprise | $52.6B vs $52.0B | +1.1% | $14.5B vs $13.8B | +5.3% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jun 15, 2026 | PLATINUM EQUITY, LLC | 10 percent owner | Common Stock | D | 5,167,069 | $29.03 |
| Jun 15, 2026 | Aragone Augusto | officer: Executive VP, Secretary & GC | Common Stock | D | 10,000 | $30.00 |
| Jun 12, 2026 | Aragone Augusto | officer: Executive VP, Secretary & GC | Common Stock | D | 50,000 | $29.30 |
| May 14, 2026 | ASHMORE CRAIG W | director | Common Stock | A | 7,031 | — |
| May 14, 2026 | Wienbar Sharon L | director | Common Stock | A | 7,031 | — |
Operator : Greetings, and welcome to the Ingram Micro Second Quarter 2026 Earnings Results. [Operator Instructions] Please note, this conference is being recorded. I would now like to turn the conference over to your host, Willa McManmon. Please go ahead. Willa Mcmanmon : I'm here today with Paul Bay, Ingram Micro's CEO; and Mike Zilis, our CFO. Before I turn the call over to Paul, let me remind you that today's discussion contains forward-looking statements within the meaning of the federal securities laws. All of these statements are subject to known and unknown risks and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements. For further details concerning these risks and uncertainties, please refer to today's earnings release and our SEC filings. Our forward-looking statements are based on information currently available to us, and we do not intend to update these statements except as required by law. During this call, we will also reference certain non-GAAP financial information. Reconciliations of non-GAAP results to GAAP results are included in our earnings press release furnished to the SEC and available on our investor relations website. With that, I'll turn the call over to Paul. Paul Bay : Thank you, Willa. Good afternoon, everyone. I am extremely pleased with our second quarter performance, which combined with our first quarter results produced a very strong first half of 2026. In the second quarter, we delivered net revenue of approximately $14.5 billion, gross profit dollars of $959 million, and adjusted EPS of $0.82, results that came in significantly higher and above our guidance ranges. These results are the best second quarter we have ever delivered and reflect a disciplined execution across our global business, continued momentum with Xvantage, and the strength of our diversified portfolio, partner base, and global ecosystem. They also demonstrate the power of our operating model. Mike will walk through the financial performance. I will begin by highlighting several themes that stood out in the quarter. First, we continue to demonstrate the compounding effect of our operating model. Gross profit dollars grew faster than revenue, adjusted operating income grew nearly 40% year-over-year, while adjusted EBITDA and earnings again outpaced revenue growth. We are increasingly evolving from a reactive selling to a more proactive go-to-market strategy, leveraging data, automation, and platform intelligence to identify opportunities earlier, engage partners more effectively, and improve productivity across the business. Second, demand remains healthy. We saw double-digit revenue growth across our 3 primary lines of business. We also delivered revenue growth across all 4 regions and customer categories. Our net revenue by region remains balanced and well-diversified, with North America contributing 36% of net revenue, Asia Pacific, 30%; EMEA, 26%; and Latin America, …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Paul D. Bay | Chief Executive Officer & Director | USD 3,596,604 | Male | 1970 | Active |
Michael Zilis | Executive Vice President & Chief Financial Officer | USD 2,078,051 | Male | 1970 | Active |
Augusto Aragone | Executive Vice President, Secretary & General Counsel | USD 1,273,087 | Male | 1974 | Active |
Scott D. Sherman | Executive Vice President of Human Resources | USD 1,272,463 | Male | 1966 | Active |
Tim Ament | Senior Vice President of Advanced Solutions and Chief Country Officer of Australia & New Zealand | — | Male | — | Active |
Cari Hornstein | Vice President, Controller & Chief Accounting Officer | — | Female | — | Active |
Jennifer Baier Anaya | Senior Vice President of Global Marketing | — | Female | — | Active |
Willa Mcmanmon | Vice President of Investor Relations | — | Female | — | Active |
Bill Ross | Executive VP of Global Operations & Engineering | — | Male | — | Active |
Matthew Sanderson | Executive VP & President of EMEA | — | Male | — | Active |
Investors with an interest in Technology Services stocks have likely encountered both Ingram Micro (INGM) and Enpro (NPO). But which of these two stocks offers value investors a better bang for their buck right now?
IRVINE, Calif.--(BUSINESS WIRE)-- #AI--Early Adopters of Ingram Micro's Xvantage Integration Hub and MCP Server reporting higher productivity and efficiency.
Ingram Micro today released its 2025 Sustainable Impact Report, detailing the company's progress made through 2025 to reduce carbon emissions, advance zero-wast
IRVINE, Calif.--(BUSINESS WIRE)--Ingram Micro today released its 2025 Sustainable Impact Report, detailing the company's progress made through 2025 to reduce carbon emissions, advance zero-waste operations, and strengthen worker health and safety. “Throughout 2025, we continued to expand our impact, remaining focused on supporting our customers, investing in our people, strengthening the communities where we live and work, and operating responsibly and sustainably,” said Paul Bay, CEO of Ingram.
Here is how Ingram Micro (INGM) and Korn/Ferry (KFY) have performed compared to their sector so far this year.
