INGM

INGM Earnings Preview

Ingram Micro Holding Corporation · Technology · $7B

9d until earnings

INGM Earnings

Thursday, Apr 30 2026
EPS Estimate
$0.72
$0.70 – $0.75
Revenue Estimate
$12.7B
Current Price
$30.31

Our Position

bullish

Ingram Micro jumps 12% on earnings beat

structured data est. revisions falling (-1.7pp / 30d)

The earnings beat drove a strong market reaction, signaling confidence in the distributor's profitability even as topline performance tracked close to expectations. The move suggests investors are rewarding margin execution over revenue scale.

Watch: Look for management's forward guidance and commentary on demand trends in tech distribution, particularly around cloud infrastructure and enterprise hardware spending as budget cycles reset.

Data Signal Summary

2 bullish
1 bearish
Insider buying cluster Put/call 0.2 (bullish skew) Price downtrend

Key Context

Insider Activity
buying
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
20.3
Est. Revisions (30d)
-0.2% 5up/4dn
Analyst Target (mean)
$26 $22–$32 -15%
Options P/C Ratio
0.16
Est. Dispersion
7% 13 analysts
Insider Cluster
strong buy (officer)
Fund Convergence
strong D.E. Shaw, Two Sigma, Citadel

Recent Activity

insider trades 37 transactions
Sell · PLATINUM EQUITY L.L.C (Beneficial Owner of more than 10% of a Class of Security) ·1,348,314 shares ·$28,799,987
Sell · PLATINUM EQUITY L.L.C (Beneficial Owner of more than 10% of a Class of Security) ·12,499,999 shares ·$266,999,979
Award · BAY PAUL D (Chief Executive Officer) ·168,146 shares
Award · ZILIS MICHAEL S. (Chief Financial Officer) ·37,833 shares
Award · HORNSTEIN CAROLYN (Officer) ·8,407 shares
32 more
Award · ARAGONE AUGUSTO P. ·25,222 shr
Award · SHERMAN SCOTT D ·25,222 shr
Award · ALVARO FELICIA ·9,615 shr
Award · WIENBAR SHARON L ·9,615 shr
Award · MONIE ALAIN ·9,615 shr
Award · STONE HEISZ LESLIE ·9,615 shr
Award · HAUSSLER JAKKI LYNN ·9,615 shr
Award · BAY PAUL D ·115,979 shr
Award · ZILIS MICHAEL S. ·21,746 shr
Award · HORNSTEIN CAROLYN ·4,348 shr
Award · ARAGONE AUGUSTO P. ·14,497 shr
Award · SHERMAN SCOTT D ·14,497 shr
Award · ALVARO FELICIA ·6,984 shr
Sell · PLATINUM EQUITY L.L.C ·2,790,000 shr ·$61,380,000
Buy · ZILIS MICHAEL S. ·28,250 shr ·$621,500
Buy · SIGLER MARY ANN ·7,500 shr ·$165,000
Sell · PLATINUM EQUITY L.L.C ·7,000,000 shr ·$154,000,000
Buy · HORNSTEIN CAROLYN ·10,000 shr ·$220,000
Buy · MONIE ALAIN ·227,000 shr ·$4,994,000
Buy · SHERMAN SCOTT D ·9,100 shr ·$200,200
Buy · COOK CHRISTIAN B ·46,000 shr ·$1,012,000
Buy · BAY PAUL D ·45,500 shr ·$1,001,000
Other · ZILIS MICHAEL S. ·265,203 shr
Other · ALVARO FELICIA ·8,409 shr
Other · HORNSTEIN CAROLYN ·19,049 shr
Other · ARAGONE AUGUSTO P. ·172,209 shr
Other · WIENBAR SHARON L ·8,409 shr
Other · MONIE ALAIN ·99,318 shr
Other · STONE HEISZ LESLIE ·8,409 shr
Other · HAUSSLER JAKKI LYNN ·8,409 shr
Other · SHERMAN SCOTT D ·191,344 shr
Other · BAY PAUL D ·353,349 shr