Ingram Micro sees Q3 2026 at top of guidance

Ingram Micro reaffirmed Q3 2026 guidance and set 2026–2029 targets for growth, margins, cash generation and returns at its Capital Markets Day.

Rhea-AI Filing Summary

Ingram Micro Holding Corp (INGM) reaffirmed its third-quarter fiscal 2026 guidance and introduced a multi-year financial framework at its 2026 Capital Markets Day. Management stated they expect Q3 2026 results to land at the high end of the guidance range previously discussed on the second-quarter earnings call.

For fiscal years 2026–2029, the company is targeting net sales CAGR of ~4–6%, gross profit CAGR of ~5–7%, and annual operating expenses of ~4.4–4.8% of net sales. The framework also calls for non-GAAP net income CAGR of ~11–13%, adjusted free cash flow to adjusted EBITDA of ~30% or more annually, and average adjusted ROIC of ~16–17%. Leadership highlighted an intelligence-led transformation built around its Xvantage™ digital platform as a key driver of these objectives.

Positive

• Q3 FY 2026 guidance reaffirmed at the high end of the prior range, indicating management currently expects stronger performance within its previously communicated outlook.
• Introduced a long-term framework targeting non-GAAP net income CAGR of ~11–13%, more than twice targeted net sales growth at the midpoint, emphasizing planned margin and earnings leverage.

Negative

• None.

Filing Explained

The September 15 framework is forward-looking, non-GAAP, and not guidance for any specific fiscal year.

This Form 8-K reports the September 15 Capital Markets Day and furnishes its release as information rather than filing it for Section 18 liability or incorporation by reference. The immediate consequence is informational: the disclosed framework is not a new completed capital or ownership transaction.

The release sets fiscal 2026–2029 targets, but expressly says the framework is not guidance for any particular fiscal year. Its metrics use company-defined non-GAAP measures, including non-GAAP net income, adjusted EBITDA, adjusted free cash flow, and adjusted ROIC; no forward-looking GAAP reconciliation is provided because the required items cannot be reasonably predicted without unreasonable effort.

Additional modeling considerations are to be provided in the Capital Markets Day presentation, with the presentation and event replay expected on the company’s investor-relations website after the event. Those materials are the specified path for more detail on how the framework is constructed.

8-K Event Classification

2 items: 7.01, 9.01

2 items

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, or exhibit attachments filed with this report.

Key Figures

Net sales CAGR target: ~4–6% Gross profit CAGR target: ~5–7% Operating expenses as % of net sales: ~4.4–4.8% +3 more

6 metrics

Net sales CAGR target ~4–6% Targeted compound annual growth rate for fiscal years 2026–2029

Gross profit CAGR target ~5–7% Targeted compound annual growth rate for fiscal years 2026–2029

Operating expenses as % of net sales ~4.4–4.8% Annual operating expense target as a percentage of net sales for fiscal 2026–2029

Non-GAAP net income CAGR target ~11–13% Targeted compound annual growth rate for fiscal years 2026–2029

Adjusted free cash flow / adjusted EBITDA ~30% or more Annual target ratio for fiscal years 2026–2029

Adjusted ROIC (four-year average) ~16–17% Targeted average adjusted return on invested capital for fiscal 2026–2029

Key Terms

non-GAAP net income, adjusted EBITDA, adjusted free cash flow, adjusted ROIC, +2 more

6 terms

non-GAAP net income financial

"This release refers to non-GAAP financial measures, including non-GAAP net income"

Non-GAAP net income is a company's profit figure that excludes certain costs or income that are included in standard accounting methods. Companies often use it to show what their earnings might look like without one-time expenses or other unusual items, helping investors see the company's core performance more clearly.

adjusted EBITDA financial

"This release refers to non-GAAP financial measures, including ... adjusted EBITDA"

Adjusted EBITDA is a way companies measure how much money they make from their core operations, like running a business, by removing certain costs or income that aren’t part of regular business activities. It helps investors see how well a company is doing without distractions from unusual expenses or gains, making it easier to compare companies or track performance over time.

adjusted free cash flow financial

"This release refers to non-GAAP financial measures, including ... adjusted free cash flow"

Adjusted free cash flow is the amount of money a company generates from its operations after accounting for essential expenses and investments, like maintaining or upgrading equipment. It shows how much cash is truly available to grow the business, pay debts, or return to shareholders, helping investors see the company's financial health more clearly.

adjusted ROIC financial

"Adjusted ROIC (four-year average) | | ~16% to 17%"

Adjusted ROIC measures how effectively a company turns the money it has invested in its business into profit, but after removing one-time items and accounting tweaks so the result shows the recurring operating performance. Think of it like checking a car’s fuel efficiency after unloading temporary extra weight: it gives investors a clearer view of the business’s true efficiency and helps compare companies or track whether management is improving returns on the capital used to run and grow the business.

Capital Markets Day financial

"will host its inaugural 2026 Capital Markets Day today"

A capital markets day is a scheduled event where a company presents its long-term strategy, financial plans and performance targets directly to investors, analysts and lenders. Think of it as a roadmap meeting where management shows how they plan to grow and use money; investors watch closely because the details can change expectations about future profits, risk and the stock’s value.

B2B intelligent operating system technical

"create the industry’s B2B intelligent operating system at scale"

Earnings Snapshot

Net sales CAGR target: ~4–6% · Guidance included

Long-term framework for fiscal years 2026–2029 and Q3 FY 2026 outlook reaffirmation

Net sales CAGR target ~4–6%

Gross profit CAGR target ~5–7%

Non-GAAP net income CAGR target ~11–13%

Adjusted ROIC (four-year average) ~16–17%

Guidance

Company expects Q3 FY 2026 results at the high end of its previously provided guidance range and provided a long-term financial framework for fiscal 2026–2029.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did Ingram Micro (INGM) announce about its Q3 2026 outlook?

Ingram Micro stated that for the third quarter of fiscal 2026 it expects to achieve results at the high end of the range of the guidance it provided on its second-quarter 2026 earnings call, reaffirming that prior outlook.

What long-term growth targets did INGM set for 2026–2029?

For fiscal years 2026–2029, Ingram Micro targets net sales CAGR of ~4–6% and gross profit CAGR of ~5–7%, with a long-term framework built around growing gross profit faster than net sales.

What profitability and cash flow goals did Ingram Micro (INGM) outline?

The company is targeting non-GAAP net income CAGR of ~11–13%, annual operating expenses of ~4.4–4.8% of net sales, and an adjusted free cash flow to adjusted EBITDA ratio of ~30% or more annually for fiscal 2026–2029.

What ROIC target did INGM provide in its long-term framework?

Ingram Micro’s long-term framework calls for an adjusted return on invested capital (ROIC) four-year average of ~16–17% for fiscal years 2026–2029.

How does Ingram Micro describe its strategic transformation and Xvantage platform?

Ingram Micro describes its strategy as building the industry’s B2B intelligent operating system, led by its Xvantage™ platform, which uses proprietary intelligence to predict, recommend, automate and increasingly take action across the B2B IT ecosystem.

Are Ingram Micro’s long-term targets considered guidance for specific years?

No. The company states that its long-term financial framework does not constitute guidance for any particular period and should not be interpreted as a projection of results for any specific fiscal year.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Understanding 8-K Material Events →

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Available on EDGAR 09/15/2026 - 06:07 AM Accepted by SEC EDGAR 09/15/2026 - 06:03 AM Learn about SEC filing dates

Ingram Micro Holding Corp false 0001897762 0001897762 2026-09-15 2026-09-15

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of Earliest Event Reported): September 15, 2026

INGRAM MICRO HOLDING CORPORATION

(Exact Name of Registrant as Specified in its Charter)

Delaware		001-42384		86-2249729
(State or other jurisdiction of incorporation)		(Commission File Number)		(I.R.S. Employer Identification Number)

3351 Michelson Drive, Suite 100, Irvine, CA 92612

(Address of Principal Executive Offices) (Zip Code)

Registrant’s telephone number, including area code: (714) 566-1000

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class		Trading Symbol(s)		Name of each exchange on which registered
Common Stock, $0.01 Par Value		INGM		New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01. Regulation FD Disclosure.

On September 15, 2026, in connection with its Capital Market Day, Ingram Micro (“Company”) issued a news release reaffirming Q3 Fiscal Year 2026 guidance and providing long-term targets. A copy of the Company’s news release is attached hereto as Exhibit 99.1.

The Company will host an Investor Day beginning at 10:15 a.m. Central Time today, which will be live-webcast and archived on the Company’s Investor Relations website. To access the webcast and corresponding slide presentation, visit https://ir.ingrammicro.com/events-presentations/events.

The information contained in this item 7.01 and item 9.01, including Exhibit 99.1, is being furnished to the Commission, but shall not be deemed “filed” with the Commission for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall such information be deemed incorporated by reference in any filing under the Exchange Act or the Securities Act of 1933, as amended, whether made before or after the date hereof, except as shall be expressly stated by specific reference in any such filing.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits.

Exhibit Number		Description
99.1		Press Release of the Company dated September 15, 2026
104		Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

INGRAM MICRO HOLDING CORPORATION
By:		/s/ Augusto Aragone
Name:		Augusto Aragone
Title:		Executive Vice President, Secretary, and General Counsel

Date: September 15, 2026

Exhibit 99.1

Ingram Micro Outlines Long-term Strategy, Intelligence-led Transformation and Multi-year Financial Framework at Capital Markets Day

• Decades of scale, operating history and trusted relationships provide a foundation for long-term value creation.

• Company to outline its continuing transformation into the industry’s B2B intelligent operating system for the global technology ecosystem.

• Management to introduce a multiyear financial framework focused on profitable growth, cash generation and disciplined capital allocation.

DALLAS, TEXAS—(BUSINESS WIRE) —Sept. 15, 2026— Ingram Micro Holding Corporation (NYSE: INGM) will host its inaugural 2026 Capital Markets Day today, beginning at 10:15 a.m. CT at the NYSE Texas in Dallas. Members of the executive leadership team will discuss the company’s journey from a global distribution leader to the industry’s intelligent operating system for the B2B IT ecosystem. The company will also introduce a multi-year financial framework, summarized below:

Metrics for Fiscal Years 2026-2029E		Targets
Net sales CAGR		~4% to 6%
Gross profit CAGR		~5% to 7%
Operating expenses (annual)		~4.4% to 4.8% of net sales
Non-GAAP net income CAGR		~11% to 13%
Adjusted free cash flow / adjusted EBITDA (annual)		~30% or more
Adjusted ROIC (four-year average)		~16% to 17%

Additional modeling considerations will be provided in the Capital Markets Day presentation.

“For decades, our scale, reach, and relationships have made Ingram Micro a trusted partner across the global technology ecosystem. Today, we are entering a new chapter as we build on those strengths to create the industry’s B2B intelligent operating system at scale. We are uniquely positioned to help connect demand and supply in smarter ways so customers and vendor partners can operate more efficiently and unlock new opportunities for growth,” said Paul Bay, Ingram Micro’s Chief Executive Officer. “The combination of our scale, trusted relationships, and intelligence-driven innovation positions us to create more value for our customers.”

“The next era of value creation will be defined by intelligence,” said Sanjib Sahoo, Ingram Micro’s President, Global Platform Group. “With Xvantage^™, we are bringing together decades of data, workflows, and interactions into an intelligence advantage. Our platform can predict, recommend, automate, and increasingly take action. What differentiates Ingram Micro is not AI alone, but the combination of proprietary intelligence, the breadth of our relationships in the IT market and our global scale. Every interaction strengthens the platform, helping our customers and vendor partners achieve better outcomes while solidifying our competitive edge.”

“In the short term, for the third quarter of fiscal 2026 we expect to achieve results at the high end of the range of the guidance we provided on our second quarter earnings call in late July. And our full year 2026 guidance reflects continued momentum for a strong second half overall. Our long-term financial framework is built on clear objectives of growing gross profit faster than net sales, driving further operating expense efficiency and leverage, and converting that operating leverage into non-GAAP net income growth that, at the midpoint of our framework, is more than twice the rate of net sales growth,” said Mike Zilis, Ingram Micro’s Chief Financial Officer.

Capital Markets Day Highlights

• Unmatched ecosystem reach: Ingram Micro is a global technology distribution and solutions platform company serving more than 165,000 customers and more than 1,500 vendors across the globe with the ability to reach nearly 90% of the world’s population through a diversified IT portfolio spanning hardware, software, cloud, and services.

• One intelligent operating platform: Xvantage^™ brings together more than 400 AI and machine-learning models into a single platform designed to reduce friction and expand profitability, turning engagement into economic value for both Ingram Micro and its partners.

• Proprietary intelligence at scale: Proprietary capabilities such as IDA, the company’s intelligent digital assistant, and real-time integration capabilities embed intelligence and action directly into the systems customers already use helping to accelerate the sales cycle and increase wins.

• Higher-quality growth: Higher-value solutions, services, cloud, and other offerings, including a reaccelerating lifecycle business and the company’s Enable AI program, are expected to support sustainable growth and market-share gains across the company’s four global regions.

Capital Markets Day Agenda

Ingram Micro’s 2026 Capital Markets Day program includes:

• CEO Welcome – Paul Bay on the company’s long-term strategy and its transformation into the industry’s B2B intelligent operating system;

• Transforming the Operating Model and Strategy – Sanjib Sahoo, on how intelligence is reshaping the way Ingram Micro operates and translating platform capabilities into measurable business outcomes;

• Customer Panel – Customers on the value of Ingram Micro, its platform and partnership;

• Regional Presidents Panel – The company’s regional leaders to discuss market-specific execution of one global operating model;

• Finance Presentation – Mike Zilis and the finance team on the three-year financial framework and capital allocation; and

• Executive Q&A – Executive leadership will address investor questions following the formal presentations.

In addition, attendees will have the opportunity to participate in an in-person tour of Ingram Micro’s Dallas Fort Worth Advanced Logistic Center, the company’s prototype automated solution “warehouse of the future.”

Webcast Information

A live webcast of the formal investor presentations will be available beginning at approximately 10:15 a.m. CT at

https://ir.ingrammicro.com/events-presentations/events. The materials presented during the event and a replay of the event will be made available on the company’s IR website following the conclusion of the event.

About Ingram Micro

Ingram Micro is a leading technology company in the global information technology ecosystem. With the ability to reach nearly 90% of the global population, we play a vital role in the worldwide IT sales channel, bringing products and services from technology manufacturers and cloud providers to a highly diversified base of business-to-business technology experts. Through Ingram Micro Xvantage^™, our AI-powered digital platform, we offer what we believe to be the industry’s first comprehensive business-to-consumer-like experience, integrating hardware and cloud subscriptions, personalized recommendations, instant pricing, order tracking, and billing automation. We also provide various technology services, including financing, specialized marketing, lifecycle management, and technical pre- and post-sales professional support. Learn more at www.ingrammicro.com.

Use of Non-GAAP Financial Measures

In addition to results presented in accordance with U.S. generally accepted accounting principles (GAAP), this release refers to non-GAAP financial measures, including non-GAAP net income, adjusted EBITDA, adjusted free cash flow, the ratio of adjusted free cash flow to adjusted EBITDA, and adjusted return on invested capital (ROIC). Management believes these measures provide useful supplemental information to investors regarding the company’s operating performance, cash generation and capital efficiency, and are used internally to evaluate the business and establish operational goals. These non-GAAP measures should not be considered in isolation or as a substitute for the most directly comparable GAAP measures and may not be comparable to similarly titled measures used by other companies.

We define non-GAAP net income as net income adjusted to give effect to (i) amortization of intangibles, (ii) restructuring costs incurred primarily related to employee termination benefits in connection with actions to align our cost structure in certain markets, (iii) net realized and unrealized foreign currency exchange gains and losses including net gains and losses on derivative instruments not receiving hedge accounting treatment, (iv) costs of integration, transition, and operational improvement initiatives, which includes development and implementation activities associated with the Company’s digital experience platform Xvantage^TM and a broader transformation program focused on optimizing and modernizing the Company’s operating systems, as well as consulting, retention and transition costs associated with our organizational effectiveness programs charged to selling, general and administrative expenses, (v) cash-based compensation expense associated with our cash-based long-term incentive program for certain employees in lieu of equity-based compensation prior to our IPO, (vi) stock-based compensation expense for restricted stock units issued in connection with our IPO, (vii) certain other items as defined in our credit agreements, (viii) the GAAP tax provisions for and/or valuation allowances on items (i), (ii), (iii), (iv), (v), (vi) and (vii), and (ix) the GAAP tax provisions for and/or valuation allowances on large non-recurring or discrete items. This metric differs from adjusted net income, which is a component of adjusted ROIC as described below.

We define adjusted EBITDA as EBITDA (calculated as net income before net interest expense, income taxes, depreciation and amortization expenses) adjusted to give effect to (i) restructuring costs incurred primarily related to employee termination benefits in connection with actions to align our cost structure in certain markets, (ii) net realized and unrealized foreign currency exchange gains and losses including net gains and losses on derivative instruments not receiving hedge accounting treatment, (iii) costs of integration, transition, and operational improvement initiatives, which includes development and implementation activities associated with the Company’s digital experience platform Xvantage^TM and a broader transformation program focused on optimizing and modernizing the Company’s operating systems, as well as consulting, retention and transition costs associated with our organizational effectiveness programs charged to selling, general and administrative expenses, (iv) cash-based compensation expense associated with our cash -based long-term incentive program for certain employees in lieu of equity-based compensation prior to our initial public offering in October 2024 (the “IPO”), (v) stock-based compensation expense for restricted stock units issued in connection with our IPO, and (vi) certain other items as defined in our credit agreements.

We define adjusted free cash flow as net income adjusted to give effect to (i) depreciation and amortization, (ii) other non-cash items and changes to non-working capital assets/liabilities, (iii) changes in working capital, (iv) proceeds from the deferred purchase price of factored receivables, and (v) capital expenditures.

Adjusted ROIC is defined as adjusted net income divided by the invested capital for the period. Adjusted net income for a particular period is defined as net income plus (i) other income/expense, (ii) amortization of intangibles, (iii) restructuring costs incurred primarily related to employee termination benefits in connection with actions to align our cost structure in certain markets, (iv) integration and transition costs, plus (v) the GAAP tax provisions for and/or valuation allowances on items (i), (ii), (iii) and (iv), plus (vi) the GAAP tax provisions for and/or valuation allowances on large non-recurring or discrete items.

The company has not provided a reconciliation of its forward-looking long-term non-GAAP financial framework to the most directly comparable forward-looking GAAP measures because certain items required for such reconciliations cannot be reasonably predicted without unreasonable effort, and their variability could have a significant impact on future GAAP results.

Forward-Looking Statement

This release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements may also be identified by their use of terminology such as “believes,” “expects,” “may,” “will,” “should,” “seeks,” “intends,” “plans,” “estimates,” or “anticipates,” or similar expressions which concern our strategy, plans, projections or intentions, but such words are not exclusive means of identifying forward-looking statements in this release. Statements in this release that are not historical facts are forward-looking statements, including statements regarding the company’s strategy, transformation, outlook, guidance, trends, plans, assumptions, expectations, commitments, intentions, market opportunities, the Xvantage^™ platform, and the company’s long-term financial framework and objectives (including net sales, gross profit, operating expenses, non-GAAP net income, adjusted free cash flow, adjusted EBITDA, adjusted ROIC and capital allocation). These statements are based on management’s current expectations and are subject to known and unknown risks, uncertainties and other factors that could cause actual results to differ materially, including economic and geopolitical conditions, IT spending, competition, supplier and customer concentration, execution of the company’s strategy and platform initiatives, changes in foreign currency exchange rates, and other risks described in the company’s filings with the U.S. Securities and Exchange Commission. The company’s long-term financial framework does not constitute guidance for any particular period and should not be interpreted as a projection of results for any specific fiscal year. The company assumes no obligation to update any forward-looking statement except as required by law.

###

Investor and Media Contacts

Investor Relations

Willa McManmon

Vice President, Investor Relations

investors@ingrammicro.com

Media Relations

Lisa Zwick

Executive Director, Corporate Communications

Lisa.Zwick@ingrammicro.com

949-230-8794

Filing Exhibits & Attachments

4 documents

Press Releases

• EX-99.1 EX-99.1 29.9 KB

Other Documents

• EX-101 XBRL TAXONOMY EXTENSION SCHEMA 3.1 KB
• EX-101 XBRL TAXONOMY EXTENSION LABEL LINKBASE 17.6 KB
• EX-101 XBRL TAXONOMY EXTENSION PRESENTATION LINKBASE 11.0 KB