Ingram Micro Holding Corporation (INGM) Q3 FY2026 earnings

Reported results

• Net sales totaled $15.2 billion, up 20.8% year-over-year
• Gross profit was $996.9 million, up 14.6% year-over-year
• Income from operations was $293.8 million and adjusted income from operations was $322.0 million
• GAAP net income was $131.1 million, or $0.57 per diluted share
• Non-GAAP net income was $210.6 million, or $0.91 per non-GAAP diluted share
• Cash provided by operating activities was $251.4 million and adjusted free cash flow was $249.5 million

Guidance

• Fiscal Q4 2026 net sales expected to be $17.5 billion to $17.9 billion
• Fiscal Q4 2026 gross profit expected to be $1,075 million to $1,115 million
• Fiscal Q4 2026 non-GAAP diluted EPS expected to be $1.05 to $1.15
• Fiscal Years 2026-2029E target net sales CAGR of ~4% to 6%
• Fiscal Years 2026-2029E target gross profit CAGR of ~5% to 7%
• Fiscal Years 2026-2029E target non-GAAP net income CAGR of ~11% to 13%

Notes

Fiscal fourth quarter 2026 includes fourteen weeks of business compared to thirteen weeks in the prior fiscal fourth quarter.

Price and volatility reaction

The stock moved -0.7% on the print. No front-expiry chain was on file, so there is no straddle expected move. 30-day ATM implied volatility moved -7.8 vol points across the event (constant-maturity series — not the front-week crush).

Source

The figures above come from the earnings release the company filed with the SEC on 2026-10-29 (8-K, Item 2.02). Read the original filing on sec.gov.