Ingram Micro Q3FY26 Results: Earnings call scheduled for Oct 29

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Reviewed by
Ashish TScanX News Team
Key Highlights
  • Ingram Micro will release Q3FY26 financial results on October 29, 2026
  • The company will host a conference call at 2:00 pm PT on the same day
  • Live webcast and dial-in options are available for investors
  • A webcast replay will be accessible via the investor relations website
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*this image is generated using AI for illustrative purposes only.

Ingram Micro Holding Corporation announced that it will release its financial results for the third quarter of fiscal year 2026 on October 29, 2026. The company plans to publish these figures after the market closes on that day.

Conference Call Details

To discuss the quarterly performance, Ingram Micro will host a conference call on Thursday, October 29, 2026. The session is scheduled to begin at 2:00 pm Pacific Time, which corresponds to 5:00 pm Eastern Time. Investors and analysts can access the live audio feed via telephone or through a webcast available on the company's investor relations website.

Event Date Time (PT) Time (ET)
Results Release October 29, 2026 After Market Close After Market Close
Conference Call October 29, 2026 2:00 pm 5:00 pm

Access Information

Participants may join the conference call by dialing 877-407-9781 or 201-689-8796. A live webcast of the event will be accessible through the Ingram Micro investor relations portal. Following the conclusion of the live event, a replay of the webcast will be made available on the same website for those unable to attend in real time.

Company Profile

Ingram Micro operates as a leading technology company within the global information technology ecosystem. The firm serves as a vital link in the worldwide IT sales channel, distributing products and services from technology manufacturers and cloud providers to business-to-business technology experts. The company states it has the ability to reach nearly 90% of the global population.

Through its AI-powered digital platform, Ingram Micro Xvantage™, the company offers a comprehensive business-to-consumer-like experience. This platform integrates hardware and cloud subscriptions, personalized recommendations, instant pricing, order tracking, and billing automation. Additionally, Ingram Micro provides various technology services, including financing, specialized marketing, lifecycle management, and technical pre- and post-sales professional support.

Disclaimer: This article is AI-generated using data from ViewTrade. ScanX is not liable for any inaccuracies.

How might the adoption rates of Ingram Micro Xvantage™ influence the company's gross margin trends in the upcoming fiscal quarters?

What impact will recent shifts in global AI infrastructure demand have on Ingram Micro's cloud and hardware distribution volumes for Q3?

Are there specific supply chain constraints or component shortages expected to affect Ingram Micro's inventory levels heading into the holiday season?

Ingram Micro targets 11-13% adj net income CAGR for FY26-29

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Reviewed by
Suketu GScanX News Team
Key Highlights
  • Ingram Micro targets 11-13% non-GAAP net income CAGR for FY26-29
  • Net sales CAGR guided at 4-6%, with gross profit growing 5-7%
  • Operating expenses to remain between 4.4% and 4.8% of net sales
  • Company highlights Xvantage platform with 400+ AI models as key driver
  • Adjusted ROIC targeted at 16-17% over four-year average
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Ingram Micro Holding Corporation (NYSE: INGM) unveiled a multi-year financial framework targeting an 11% to 13% compound annual growth rate (CAGR) in non-GAAP net income for fiscal years 2026-2029. The company also set a net sales CAGR target of 4% to 6% during the period.

The guidance was announced ahead of the company’s inaugural Capital Markets Day at the NYSE Texas in Dallas. Ingram Micro aims to position itself as the industry’s intelligent operating system for the B2B IT ecosystem.

Financial Framework Details

The company provided specific metrics for the fiscal years 2026-2029. These targets reflect a strategy focused on growing gross profit faster than net sales while driving operating expense efficiency.

Metric Target Range
Net sales CAGR ~4% to 6%
Gross profit CAGR ~5% to 7%
Operating expenses ~4.4% to 4.8% of net sales
Non-GAAP net income CAGR ~11% to 13%
Adjusted FCF / Adjusted EBITDA ~30% or more
Adjusted ROIC (four-year avg) ~16% to 17%

What the Numbers Show

The financial framework highlights a significant divergence between top-line and bottom-line growth expectations. While net sales are projected to grow at a modest 4% to 6% CAGR, non-GAAP net income is targeted to grow at more than double that rate (11% to 13%). This expansion is supported by a gross profit CAGR of 5% to 7% and disciplined operating expense control, capped at 4.4% to 4.8% of net sales. This structure indicates that value creation will be driven primarily by margin leverage rather than volume growth.

Strategic Focus on Intelligence

Paul Bay, Chief Executive Officer, stated that the company is building on its scale and relationships to create a B2B intelligent operating system. Sanjib Sahoo, President of the Global Platform Group, emphasized the role of Xvantage, a platform integrating over 400 AI and machine-learning models.

Key strategic pillars include:

  • Unmatched ecosystem reach serving more than 165,000 customers and 1,500 vendors globally.
  • Proprietary intelligence capabilities such as IDA, the intelligent digital assistant.
  • Higher-quality growth driven by solutions, services, cloud offerings, and the Enable AI program.

Mike Zilis, Chief Financial Officer, noted that the long-term framework is built on clear objectives of driving operating leverage into net income growth. He added that the company expects third-quarter fiscal 2026 results to be at the high end of previous guidance.

Disclaimer: This article is AI-generated using data from ViewTrade. ScanX is not liable for any inaccuracies.

How might the aggressive 11-13% non-GAAP net income CAGR target impact Ingram Micro's capital allocation strategy, such as share buybacks or dividend increases, over the next four years?

What specific risks could threaten the company's ability to maintain operating expenses at 4.4-4.8% of net sales amid potential inflationary pressures or increased competition in the B2B IT sector?

How will the integration of the Xvantage platform and IDA assistant specifically contribute to the projected 5-7% gross profit CAGR compared to traditional distribution margins?

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