Jun 2026 (Q2 FY26) — Jul 30, 2026
Ingram Micro Q2 FY26 — Record Performance Driven by Xvantage and AI Infrastructure
Read the full callIngram Micro earnings: last reported Thu, 30 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 14,531 | +13.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 1.6 | +0.5 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 111 | +193.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $21.7 on 14 Oct 2025 → $26.98. High $31.64 (2 Jun 2026), low $19.51 (17 Nov 2025).
Overview
Call summaries
Ingram Micro Q2 FY26 — Record Performance Driven by Xvantage and AI Infrastructure
Read the full callIngram Micro Q1 FY26 — Strong Growth Driven by Cloud and AI Infrastructure
Read the full callIngram Micro Q4 FY25 — Strong Revenue Growth and Record Free Cash Flow
Read the full callEvery analysed call
Financials
Net profit, year on year: +193% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 11,763 | 13,345 | 12,281 | 12,794 | 12,604 | 14,878 | 13,963 | 14,531 |
| Operating profit | 218 | 249 | 201 | 143 | 224 | 310 | 223 | 236 |
| Operating margin | 1.9% | 1.9% | 1.6% | 1.1% | 1.8% | 2.1% | 1.6% | 1.6% |
| Other income | -99 | -82 | -100 | -83 | -73 | -90 | -82 | -78 |
| Interest | 86 | 81 | 75 | 73 | 82 | 73 | 71 | 76 |
| Profit before tax | 119 | 167 | 100 | 60 | 151 | 220 | 141 | 158 |
| Tax rate | 35.4% | 50.2% | 31.1% | 36.8% | 33.9% | 44.8% | 29.7% | 29.6% |
| Net profit | 77 | 83 | 69 | 38 | 99 | 121 | 99 | 111 |
| EPS ($ per share) | 0.35 | 0.36 | 0.29 | 0.16 | 0.42 | — | 0.42 | 0.48 |
| Line item | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Equity capital | — | — | 2 | 2 |
| Reserves | — | 1,080 | 1,337 | 1,587 |
| Total liabilities | — | 14,914 | 15,046 | 16,996 |
| Fixed assets | — | 453 | 483 | 532 |
| Total assets | — | 18,420 | 18,780 | 21,244 |
| Line item | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Cash from operations | -361 | 59 | 334 | 916 |
| Cash from investing | 3,029 | -18 | 106 | 268 |
| Cash from financing | -2,465 | -478 | -391 | -306 |
| Net cash flow | 92 | -372 | -30 | 946 |
| Capital expenditure | -136 | -202 | -143 | -131 |
| Free cash flow | -497 | -143 | 191 | 785 |
| KPI | Dec 2025 Q4 FY25 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Customers | 165K+Our associates' ability to deliver to over 165,000 customers and 1,500 vendor partners in 57 countries during this time is truly a testament to their talent, determination and resilience.Source: earnings call transcript | 165K+These types of global partnerships play to our strength, including global and local presence, our CoEs or Centers of Excellence, extensive certifications across technologies, and more than 165,000 customers serving millions of end businesses.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
29 filings between Oct 23, 2025 and Sep 15, 2026.
Purchases
None
No insider bought shares.
Sales
$1.22B
8 sales by 2 insiders
25% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| PLATINUM EQUITY, LLC | — | $1.22B | Sep 15, 2026 |
| Aragone Augusto | — | $1.76M | Jun 15, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 15, 2026 | PLATINUM EQUITY, LLC 10% owner | Sale | 1,968,750 | $53.53M |
| Sep 10, 2026 | PLATINUM EQUITY, LLC 10% owner | Sale | 13,125,000 | $356.84M |
| Jun 15, 2026 | PLATINUM EQUITY, LLC 10% owner | Sale | 5,167,069 | $150.00M |
| Jun 15, 2026 | Aragone Augusto Executive VP, Secretary & GC | Sale 10b5-1 plan | 10,000 | $300.0K |
| Jun 12, 2026 | Aragone Augusto Executive VP, Secretary & GC | Sale 10b5-1 plan | 50,000 | $1.46M |
| May 14, 2026 | STONE HEISZ LESLIE Director | Award | 7,031 | $0 |
| May 14, 2026 | Wienbar Sharon L Director | Award | 7,031 | $0 |
| May 14, 2026 | ASHMORE CRAIG W Director | Award | 7,031 | $0 |
| May 14, 2026 | Haussler Jakki L. Director | Award | 7,031 | $0 |
| May 14, 2026 | MONIE ALAIN Director | Award | 7,031 | $0 |
| May 14, 2026 | Alvaro Felicia Director | Award | 7,031 | $0 |
| May 7, 2026 | PLATINUM EQUITY, LLC 10% owner | Sale | 14,471,153 | $361.20M |
| Mar 30, 2026 | PLATINUM EQUITY, LLC 10% owner | Sale | 1,348,314 | $28.80M |
| Mar 9, 2026 | PLATINUM EQUITY, LLC 10% owner | Sale | 12,499,999 | $267.00M |
| Mar 4, 2026 | Aragone Augusto Executive VP, Secretary & GC | Award | 25,222 | $0 |
| Mar 4, 2026 | Zilis Michael Executive VP & CFO | Award | 37,833 | $0 |
| Mar 4, 2026 | Hornstein Carolyn SVP, Controller & CAO | Award | 8,407 | $0 |
| Mar 4, 2026 | Sherman Scott D Executive VP, Human Resources | Award | 25,222 | $0 |
| Mar 4, 2026 | Bay Paul D Chief Executive Officer | Award | 168,146 | $0 |
| Mar 3, 2026 | Bay Paul D Chief Executive Officer | Tax withheld | 13,874 | $296.2K |
| Mar 3, 2026 | Zilis Michael Executive VP & CFO | Tax withheld | 2,601 | $55.5K |
| Mar 3, 2026 | Aragone Augusto Executive VP, Secretary & GC | Tax withheld | 1,424 | $30.4K |
| Mar 3, 2026 | Hornstein Carolyn SVP, Controller & CAO | Tax withheld | 597 | $12.7K |
| Mar 3, 2026 | Sherman Scott D Executive VP, Human Resources | Tax withheld | 1,853 | $39.6K |
| Oct 23, 2025 | Zilis Michael Executive VP & CFO | Tax withheld | 17,975 | $387.5K |
| Oct 23, 2025 | Aragone Augusto Executive VP, Secretary & GC | Tax withheld | 9,650 | $208.1K |
| Oct 23, 2025 | Hornstein Carolyn SVP, Controller & CAO | Tax withheld | 910 | $19.6K |
| Oct 23, 2025 | Sherman Scott D Executive VP, Human Resources | Tax withheld | 12,960 | $279.4K |
| Oct 23, 2025 | Bay Paul D Chief Executive Officer | Tax withheld | 23,938 | $516.1K |
| Jun 4, 2025 | MONIE ALAIN Director | Award | 9,615 | $0 |
| Jun 4, 2025 | Alvaro Felicia Director | Award | 9,615 | $0 |
| Jun 4, 2025 | Wienbar Sharon L Director | Award | 9,615 | $0 |
| Jun 4, 2025 | Haussler Jakki L. Director | Award | 9,615 | $0 |
| Jun 4, 2025 | STONE HEISZ LESLIE Director | Award | 9,615 | $0 |
| Mar 3, 2025 | Zilis Michael Executive VP & CFO | Award | 21,746 | $0 |
| Mar 3, 2025 | Bay Paul D Chief Executive Officer | Award | 115,979 | $0 |
| Mar 3, 2025 | Sherman Scott D Executive VP, Human Resources | Award | 14,497 | $0 |
| Mar 3, 2025 | Aragone Augusto Executive VP, Secretary & GC | Award | 14,497 | $0 |
| Mar 3, 2025 | Hornstein Carolyn SVP, Controller & CAO | Award | 4,348 | $0 |
| Nov 6, 2024 | Alvaro Felicia Director | Award | 6,984 | $0 |
| Nov 4, 2024 | PLATINUM EQUITY, LLC 10% owner | Sale | 2,790,000 | $61.38M |
| Oct 25, 2024 | PLATINUM EQUITY, LLC 10% owner | Sale | 7,000,000 | $154.00M |
| Oct 25, 2024 | Sigler Mary Ann Director | Purchase | 7,500 | $165.0K |
| Oct 25, 2024 | COOK CHRISTIAN B Director | Purchase | 46,000 | $1.01M |
| Oct 25, 2024 | Hornstein Carolyn SVP, Controller & CAO | Purchase | 10,000 | $220.0K |
| Oct 25, 2024 | MONIE ALAIN Director | Purchase | 227,000 | $4.99M |
| Oct 25, 2024 | Sherman Scott D Executive VP, Human Resources | Purchase | 9,100 | $200.2K |
| Oct 25, 2024 | Bay Paul D Chief Executive Officer | Purchase | 45,500 | $1.00M |
| Oct 25, 2024 | Zilis Michael Executive VP & CFO | Purchase | 28,250 | $621.5K |
| Oct 24, 2024 | Sherman Scott D Executive VP, Human Resources | Tax withheld | 58,216 | $1.28M |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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