Ingram Micro Holding Corporation (INGM) AI Stock Analysis

Ingram Micro Holding Corporation distributes information technology products, cloud subscriptions, and related services across North America, Europe, the Middle East, Africa, the Asia-Pacific, and Latin America. Its offerings include client and endpoint solutions such as desktop personal computers, notebooks, tablets, printers, and mobile devices. The company also supplies enterprise-grade hardware and software, including servers, storage, networking, cybersecurity, and cooling products, alongside training and financing services. Furthermore, it delivers third-party cloud-based services, business applications, infrastructure-as-a-service, IT asset disposition, reverse logistics, and repair solutions to resellers, retailers, systems integrators, and network operators.

Ingram Micro expanded its revenue from $47.98B in FY2024 to $52.56B in FY2025, reflecting a 9.5% increase after earlier revenue declines of 6.7% in FY2022 and 5.5% in FY2023. Between FY2020 and FY2025, revenue registered a 5-year CAGR of 1.4%. Gross margin moved from 7.5% in FY2021 to 6.7% in FY2025, while operating margin was 1.8% in FY2025 compared to 1.6% in FY2021. Annual net income rose to $327.9M in FY2025 from $264.2M in FY2024. For the latest quarter ending June 30, 2026, revenue increased 13.6% year-over-year, and quarterly earnings grew 199.4%, bringing trailing twelve month revenue to $55.98B with a profit margin of 0.8%.

As of June 30, 2026, Ingram Micro held $809.0M in cash and short-term investments against $4.24B in total debt, resulting in net debt of $3.43B. Shareholders' equity stood at $4.28B, producing a debt-to-equity ratio of 0.99 and a current ratio of 1.31. In FY2025, the company generated $916.1M in operating cash flow and $785.4M in free cash flow. Cash usage in FY2025 included $130.8M in capital expenditures, $78.4M in dividends paid, and $3.1M in share buybacks.

At a last close of $26.70, Ingram Micro trades at a trailing price-to-earnings ratio of 14.6x and a forward price-to-earnings ratio of 7.3x. These multiples are below the median of its US-listed Technology peers, which displays a trailing ratio of 28.1x and a forward ratio of 18.8x. The company's EV to EBITDA of 7.5x and price-to-sales of 0.1x also stand below peer medians of 16.6x and 2.8x. Over the past year, the stock generated a return of 24.7%, outperforming the S&P 500 (SPY) return of 16.8%.

Ingram Micro pays an annual forward dividend of $0.34 per share, translating to a dividend yield of 1.29% as of October 16, 2026. Payments are distributed on a quarterly schedule with a payout ratio of 10.2%. The company has paid dividends for 2 consecutive years, with its last ex-dividend date on August 11, 2026.

Analyst coverage consists of 5 Strong Buy, 2 Buy, and 8 Hold recommendations, with zero Sell ratings. The mean price target of $32.62 sits 22.2% above the last close of $26.70. For the fiscal year ending December 31, 2026, consensus estimates project EPS of $3.40 on revenue of $58.10B, followed by next fiscal year EPS of $3.75 on revenue of $59.97B across 15 analysts. Ingram Micro beat EPS estimates in 4 of the last 4 quarters, and its next earnings date is October 29, 2026.

This page is an AI-written research summary of Ingram Micro Holding Corporation (INGM). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: INGM income statement, INGM balance sheet, INGM key metrics, INGM analyst forecast, INGM chart. See the INGM stock overview for the latest quote and news.