Ingram Micro Q4 sales rise 11.5%, beat estimates

Ingram Micro Holding

02/03/2026 21:23

Overview

Technology distributor's fiscal Q4 net sales rose 11.5%, beating analyst expectations

Adjusted EPS for fiscal Q4 beat analyst expectations

Company authorized $100 mln share repurchase plan

Outlook

Ingram Micro expects Q1 2026 net sales of $12.45 bln to $12.80 bln

Company projects Q1 2026 non-GAAP EPS of $0.67 to $0.75

Result Drivers

GEOGRAPHIC SALES GROWTH - Net sales increased across all geographic segments, with strong growth in Asia-Pacific

XVANTAGE PLATFORM - Xvantage platform improved productivity and enabled higher-value opportunities

OPERATING EXPENSE LEVERAGE - Improved leverage on operating expenses aided by insurance recoveries

Company press release: ID:nBw81vrCva

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$14.90 bln
$14.07 bln (11 Analysts)
Q4 Adjusted EPS
Beat
$0.96
$0.88 (12 Analysts)
Q4 EPS
$0.51
Q4 Gross Profit
$966.40 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 6 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the it services & consulting peer group is "buy"

Wall Street's median 12-month price target for Ingram Micro Holding Corp is $24.50, about 18.4% above its February 27 closing price of $20.69

The stock recently traded at 7 times the next 12-month earnings vs. a P/E of 7 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)