Ingram Micro Holding Corp — Form 8-K
Filed October 29, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
Ingram Micro reported Q3 2026 net sales of $15.2 billion (+20.8% YoY), GAAP diluted EPS of $0.57 (+35.7% YoY), and non-GAAP diluted EPS of $0.91 (+26.4% YoY). Operating income reached $293.8 million (+31.4% YoY) with adjusted free cash flow of $250 million, the highest Q3 in 5+ years. The company raised Q4 2026 guidance to $17.5–$17.9 billion net sales and increased the quarterly dividend to $0.088/share (+2.3% sequentially, +10% YoY), while reaffirming multi-year targets: net sales CAGR ~4–6%, non-GAAP net income CAGR ~11–13%.
Why this rating
Record revenue and 35.7% EPS growth, raised guidance, and strong FCF generation are material. Yet at $478M market cap, a $15.2B quarterly revenue is 10x+ the firm's market value—typical for asset-light distributors. Growth beats guidance, but margin compression (GPU/AI mix) and modest ROIC (~7.2%) temper trajectory impact. Dividend increase reflects confidence but is routine. Moderate-to-significant for a mid-cap distributor executing well.
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