Ingram Micro Holding Corp (INGM)
NYSEInformation TechnologyInformation Technology ServicesSnapshot 2026-11-04
$26.12-1.47%
Close 2026-11-04 · 1-day change
NYSEInformation TechnologyInformation Technology ServicesSnapshot 2026-11-04
QuarterlyIQ Insights · INGM
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-11-04.
The screen ranks INGM against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 55% of the time over the next year (vs 56% for the rest of the cohort, n=8515).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
We delivered broad-based growth across all four regions, and across our primary lines of business, while continuing to scale Xvantage TM and advance our intelligent operating model," said Paul Bay, I…
Stated in 3 of 3 supplied quarters. Management reported: “We delivered broad-based growth across all four regions, and across our primary lines of business, while continuing to scale Xvantage TM and advance our intelligent operating model," said Paul Bay, Ingram Micro’s chief executive officer.” ““We delivered the strongest second quarter results in Ingram Micro’s history, exceeding our guidance and demonstrating the strength of our global business, diversified portfolio, and disciplined execution,” said Paul Bay, Ingram Micro’s Chief Executive Officer.” Revenue was $15.220 billion in 2026-Q3.
“We delivered broad-based growth across all four regions, and across our primary lines of business, while continuing to scale Xvantage TM and advance our intelligent operating model," said Paul Bay, I…”
““We delivered the strongest second quarter results in Ingram Micro’s history, exceeding our guidance and demonstrating the strength of our global business, diversified portfolio, and disciplined exec…”
““Going forward, we are managing for operating leverage, profitability and return on investment while continuing to invest in our Xvantage TM platform and other strategic growth initiatives.”
With our unmatched global scale, expanding platform capabilities and growing leadership in agentic commerce, we believe we are well positioned to capture the opportunities ahead and create long-term…
Stated in 3 of 3 supplied quarters. Management reported: ““While we are quite pleased with double digit growth in gross profit dollars, our focus on disciplined execution, operating efficiency and quality of business yielded growth in Non-GAAP net income at a rate well over two-times that of gross profit and non-GAAP EPS of $0.82, well above the high end of our guidance range.”” “With our unmatched global scale, expanding platform capabilities and growing leadership in agentic commerce, we believe we are well positioned to capture the opportunities ahead and create long-term value for our shareholders.”” Operating income was $293.768 million in 2026-Q3.
We delivered broad-based growth across all four regions, and across our primary lines of business, while continuing to scale Xvantage TM and advance our intelligent operating model," said Paul Bay, I…
Stated in 3 of 3 supplied quarters. Management reported: “We delivered broad-based growth across all four regions, and across our primary lines of business, while continuing to scale Xvantage TM and advance our intelligent operating model," said Paul Bay, Ingram Micro’s chief executive officer.” ““Our performance reflects healthy demand across the business, with growing evidence that our Xvantage™ platform is creating meaningful differentiation as we help partners monetize and deliver solutions across hardware, software, cybersecurity and cloud.”
With our unmatched global scale, expanding platform capabilities and growing leadership in agentic commerce, we believe we are well positioned to capture the opportunities ahead and create long-term…
Stated in 3 of 3 supplied quarters. Management reported: “With our unmatched global scale, expanding platform capabilities and growing leadership in agentic commerce, we believe we are well positioned to capture the opportunities ahead and create long-term value for our shareholders.”” “4 Dividend Increase and Payment On July 30, 2026, the Company announced that its board of directors had declared a third quarter cash dividend on the Company’s common stock of $0.086 per share, representing a 2.4% increase from the quarterly dividend of $0.084 per share paid in the second quarter of 2026.”
Drive higher gross profit growth and operating income through disciplined expense management and operating efficiency.
Over the trailing year it converted -3.22x of net income into operating cash flow. Historically, Information Technology names rated fragile grew net income 43% of the time over the next year (vs 59% for the rest of the cohort, n=3136).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
11 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated neutral grew net income 56% of the time over the next year (vs 55% for the rest of the cohort, n=8114).
Not investment advice. As of 2026-11-04.
“With our unmatched global scale, expanding platform capabilities and growing leadership in agentic commerce, we believe we are well positioned to capture the opportunities ahead and create long-term…”
““While we are quite pleased with double digit growth in gross profit dollars, our focus on disciplined execution, operating efficiency and quality of business yielded growth in Non-GAAP net income at…”
““Going forward, we are managing for operating leverage, profitability and return on investment while continuing to invest in our Xvantage TM platform and other strategic growth initiatives.”
“We delivered broad-based growth across all four regions, and across our primary lines of business, while continuing to scale Xvantage TM and advance our intelligent operating model," said Paul Bay, I…”
““Our performance reflects healthy demand across the business, with growing evidence that our Xvantage™ platform is creating meaningful differentiation as we help partners monetize and deliver solutio…”
““Going forward, we are managing for operating leverage, profitability and return on investment while continuing to invest in our Xvantage TM platform and other strategic growth initiatives.”
“With our unmatched global scale, expanding platform capabilities and growing leadership in agentic commerce, we believe we are well positioned to capture the opportunities ahead and create long-term…”
“4 Dividend Increase and Payment On July 30, 2026, the Company announced that its board of directors had declared a third quarter cash dividend on the Company’s common stock of $0.086 per share, repre…”
“We also remain committed to returning capital to stockholders through our increased quarterly dividend and our authorized share repurchase program.”