GuruFocus·Jun 16, 2026
Ingram Micro Named 2026 Global Distributor of the Year by HPEHPE DISCOVER â [url="]Ingram Micro[/url] Holding Corporation (NYSE: INGM) has once again earned the title of HPE's Global Distributor of the Year.The 2026 win
Ingram Micro Holding Corporation(INGM)Earnings, Financials & Key Ratios
INGM•NYSE
$26.27
18.9× P/E·Price updated Jul 6, 2026
AboutIngram Micro Holding Corporation, through its subsidiaries, engages in the provision of technology services and solutions to vendor, reseller, and retailer partners in North America, Europe, the Middle East, Africa, the Asia-Pacific, Latin America, and internationally. The company provides Ingram Micro Cloud Marketplace service portfolio that consists of third-party cloud-based services or subscription offerings through its Ingram Micro Xvantage platform, as well as offers training, ITAD, reverse logistics, repair and other related solutions, and financial solutions. It also provides client and endpoint solutions, including desktop personal computers, notebooks, tablets, printers, application software, peripherals, accessories, and Ingram Micro branded solutions, as well as components comprising hard drives, motherboards, video cards, etc. for corporate and individual end users. In addition, the company offers enterprise grade hardware and software products, such as servers, storage, networking, infrastructure hardware and software, and hybrid and software-defined solutions, as well as cybersecurity, power and cooling, and virtualization solutions; and DC/POS, physical security, audio visual and digital signage, UCC and telephony, smart office/home automation, and artificial intelligence products. Further, it provides third-party cloud-based services and subscriptions, including business applications, security, communications and collaboration, cloud enablement solutions, and infrastructure-as-a-service solutions; and operates CloudBlue digital commerce platform that offers multi-channel and multi-tier catalog management, subscription management, billing, and orchestration solutions through a SaaS model. The company was founded in 1979 and is headquartered in Irvine, California.Show more
- Revenue$52.56B+9.5%
- EBITDA$1.26B+11.2%
- Net Income$328M+24.1%
- EPS (Diluted)1.39+17.8%
- Gross Margin6.67%-7.1%
- EBITDA Margin2.4%+1.5%
- Operating Margin1.78%+4.6%
- Net Margin0.62%+13.3%
- ROE8.22%+12.6%
INGM Price & Volume
Ingram Micro Holding Corporation (INGM) stock price & volume — 10-year historical chart
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Accelerating Revenue Growth Amidst Persistent Margin Compression
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Accelerating
Profitability:Strained
Financial:Healthy
Cash Flow:Mixed
Primary Risk:Working capital cycle volatility
Key Thesis Takeaways
- Ingram Micro demonstrates a compelling recovery in top-line demand, evidenced by revenue growth accelerating to 13.7% in 2026Q1, yet the firm faces structural challenges in translating this scale into profitability.
- While aggressive deleveraging has reduced the debt-to-equity ratio from 1.25 in 2023Q4 to 0.30 in 2026Q1, the company remains vulnerable to working capital volatility and thin operating margins that have fluctuated between 1.4% and 2.5%.
- Investors should monitor whether the Xvantage platform can eventually drive operating leverage, as current earnings quality remains pressured by the introduction of stock-based compensation and inconsistent cash conversion cycles.
Verdict Logic
while the forward P/E of 8.40 suggests an attractive valuation, the persistent compression of operating margins to 1.6% in 2026Q1 and high sensitivity to working capital cycles warrant a cautious approach.
INGM Growth Metrics
Ingram Micro Holding Corporation (INGM) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years2.02%
5 Years1.36%
3 Years1.12%
TTM10.85%
Profit CAGR
10 Years4.31%
5 Years-12.53%
3 Years-48.46%
TTM25.96%
EPS CAGR
10 Years142.21%
5 Years-12.63%
3 Years-48.54%
TTM26.67%
Return on Capital
10 Years13.56%
5 Years17.77%
3 Years11.78%
Last Year12.46%
INGM Recent Earnings
Ingram Micro Holding Corporation (INGM) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 7/12 qtrs (100%)●Beat Revenue 6/12 qtrs (86%)
Q2 2026Latest
Apr 30, 2026Metric
Actual
Est
EPS
$0.75+7.1%
$0.70
Rev
$14.0B+9.4%
$12.8B
Q2 2026
Mar 2, 2026Metric
Actual
Est
EPS
$0.96+6.7%
$0.90
Rev
$14.9B+5.1%
$14.2B
Q4 2025
Oct 30, 2025Metric
Actual
Est
EPS
$0.72+7.5%
$0.67
Rev
$12.6B-11.1%
$14.2B
Q3 2025
Aug 6, 2025Metric
Actual
Est
EPS
$0.61+1.5%
$0.60
Rev
$12.8B+6.7%
$12.0B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 30, 2026 | $0.75vs $0.70+7.1% | $14.0Bvs $12.8B+9.4% |
| Q2 2026 | Mar 2, 2026 | $0.96vs $0.90+6.7% | $14.9Bvs $14.2B+5.1% |
| Q4 2025 | Oct 30, 2025 | $0.72vs $0.67+7.5% | $12.6Bvs $14.2B-11.1% |
| Q3 2025 | Aug 6, 2025 | $0.61vs $0.60+1.5% | $12.8Bvs $12.0B+6.7% |
Based on last 12 quarters of dataView full earnings history →
Latest INGM News
Recent stock market news and headlines for Ingram Micro Holding Corporation (INGM)
Business Wire·Jun 16, 2026
Ingram Micro Named 2026 Global Distributor of the Year by HPELAS VEGAS--(BUSINESS WIRE)-- #ingrammicro--HPE DISCOVER – Ingram Micro Holding Corporation (NYSE: INGM) has once again earned the title of HPE's Global Distributor of the Year.The 2026 win, which was presented to Ingram Micro's CEO Paul Bay at the HPE Partner Growth Summit 2026 in Las Vegas, NV, recognized the global team's commitment to delivering value to HPE partners who are helping businesses of all sizes achieve their growth ambitions. The award reflects Ingram Micro's exceptional performance in deliverin.
Peers Comparison
Key metrics vs top competitors for Ingram Micro Holding Corporation (INGM)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $26.27 | $6.09B | 18.90 | 9.53% | 0.62% | 8.22% | 1.27% | |
| $238.92 | $19.11B | 24.01 | 6.94% | 1.63% | 13.12% | — | |
| $82.46 | $6.75B | 29.99 | -6.55% | 0.86% | 4.33% | — | |
| $197.82 | $10.12B | 18.10 | 10.49% | 2.17% | 11.03% | — | |
| $51.39 | $1.04B | 17.13 | -6.72% | 2.38% | 8.07% | — | |
| $111.71 | $3.37B | 22.99 | -5.22% | 2.17% | 11.17% | — |
Compare INGM vs Peers
Ingram Micro Holding Corporation (INGM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
INGM SEC Filings & Documents
Ingram Micro Holding Corporation (INGM) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Apr 30, 2026·SEC
Material company update
Mar 9, 2026·SEC
Material company update
Mar 2, 2026·SEC
10-K Annual Reports
210-Q Quarterly Reports
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INGM Frequently Asked Questions
Ingram Micro Holding Corporation (INGM) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Ingram Micro Holding Corporation's revenue?
Ingram Micro Holding Corporation (INGM) reported $54.24B in revenue for fiscal year 2025. This represents a 27% increase from $42.55B in 2013.
How fast is Ingram Micro Holding Corporation growing?
Ingram Micro Holding Corporation (INGM) grew revenue by 9.5% over the past year. This is steady growth.
Is INGM profitable?
Yes, Ingram Micro Holding Corporation (INGM) is profitable, generating $357.6M in net income for fiscal year 2025 (0.6% net margin).
Dividend & Returns
Does INGM pay dividends?
Yes, Ingram Micro Holding Corporation (INGM) pays a dividend with a yield of 1.27%. This makes it attractive for income-focused investors.
What is INGM's return on equity?
Ingram Micro Holding Corporation (INGM) has a return on equity (ROE) of 8.2%. This is below average, suggesting room for improvement.
What is Ingram Micro Holding Corporation's free cash flow?
Ingram Micro Holding Corporation (INGM) generated $979.2M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.