Ingram Micro Holding Corp — Form 8-K
Filed July 30, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 58/100
What the filing says
Q2 FY2026 net sales $14.5B (+13.6% YoY), beating guidance high end. GAAP net income $110.9M (+193% YoY); non-GAAP net income $191.4M (+34.5% YoY). Diluted EPS $0.48 GAAP, $0.82 non-GAAP, both above guidance. Dividend increased to $0.086/share from $0.084. Secondary offering completed May 2026: 14.5M shares issued; company repurchased 1.2M shares to reduce primary shareholder stake. Q3 FY2026 guidance: net sales $13.55B–$13.95B; non-GAAP diluted EPS $0.72–$0.82.
Why this rating
Strong beat on guidance, robust growth (13.6% sales, 34.5% non-GAAP EPS), dividend raise, and share buyback demonstrate operational momentum. However, relative to ~$478M market cap, $110.9M quarterly profit is material but not transformational; modest cash flow from ops ($533M burn). Modest share count reduction via 1.2M buyout.
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