Earnings Releases·Oct 29, 2026, 4:09 PM ET

Ingram Micro — Q3 2026 Earnings Summary

Net sales reached $15.2 billion, up 20.8% year-over-year, while diluted GAAP EPS rose 35.7% to $0.57 and Non-GAAP EPS increased 26.4% to $0.91.
Adjusted free cash flow turned positive at $249.5 million, the highest third-quarter result in over five years, contrasting with a $109.9 million use in the prior year.
Fiscal Q4 2026 guidance projects net sales of $17.5 billion to $17.9 billion (17.6% to 20.3% YoY growth) and Non-GAAP EPS of $1.05 to $1.15.
Advanced Solutions grew 40% globally and Cloud-based Solutions grew 31%, driving broad-based revenue expansion across all four geographic regions despite a gross margin contraction to 6.55% due to a shift toward lower-margin AI infrastructure deals.
The Board declared a Q4 cash dividend of $0.088 per share (a 2.3% increase), and the company repurchased $16.99 million of common stock during the quarter.