Ingram Micro (INGM) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Ingram Micro is attractively valued as a low-margin distributor showing better-than-expected growth and operating leverage. Q1 delivered 13.7% net sales growth, strong Cloud and Advanced Solutions momentum, and early Xvantage-driven SG&A efficiency gains. AI infrastructure deals boost revenue but compress gross margins; Xvantage automation and disciplined SG&A are key to incremental earnings leverage.
Explore how Ingram Micro's (INGM) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.
Ingram Micro Holding Corporation (INGM) Q1 2026 Earnings Call Transcript
Ingram Micro (INGM) came out with quarterly earnings of $0.75 per share, beating the Zacks Consensus Estimate of $0.7 per share. This compares to earnings of $0.61 per share a year ago.
While the top- and bottom-line numbers for Ingram Micro (INGM) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Ingram Micro Holding trades near its listing price despite four consecutive earnings beats, record free cash flow, and significant deleveraging. INGM's Q4 FY25 delivered $1.63B in adjusted FCF, 11.5% YoY revenue growth, and improved working capital metrics, validating its seasonal cash cycle. Valuation remains compelling at 5.56x EV/EBITDA, with a $35/share price target reflecting a 55% upside after accounting for controlled company risk.
Examine Ingram Micro's (INGM) international revenue patterns and their implications on Wall Street's forecasts and the prospective trajectory of the stock.
Ingram Micro Holding Corporation (INGM) Q4 2025 Earnings Call Transcript
Although the revenue and EPS for Ingram Micro (INGM) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Ingram Micro (INGM) came out with quarterly earnings of $0.96 per share, beating the Zacks Consensus Estimate of $0.9 per share. This compares to earnings of $0.92 per share a year ago.
Beyond analysts' top-and-bottom-line estimates for Ingram Micro (INGM), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2025.