Equity Profile

INGM

Ingram Micro Holding Corporation

Information TechnologyTechnology Distributors$6.5B

Aug6Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Ingram Micro Holding Corporation (INGM) is a leading technology distributor that connects technology manufacturers with resellers and end-users. Operating in the Information Technology sector, the company plays a crucial role in the supply chain for various tech products, including cloud services and IT solutions, which are increasingly important in today's digital economy.

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

0.77

Revenue

Total revenue provides insight into the company's sales performance and market demand for its products and services.

13.8B

Wall Street expectations, options signals, track record, and call prep available with Pro.

INGM Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 7Q

EPS Beat Streak

EPS Beat Rate

86%

Avg EPS Surprise

+4.73%

Avg Stock Reaction

+0.84%

Last Quarter Recap

In the last quarter, Ingram Micro reported an EPS of $0.75, exceeding expectations by 6.53%. The stock reacted positively, gaining 1.55% the following day.

Management Promises & Guidance

Focus on expanding cloud services.
Enhancing supply chain efficiencies.
Commitment to maintaining strong relationships with key technology partners.

Expectations

Wall Street Expectations

Analysts are generally optimistic about Ingram Micro's upcoming earnings, expecting solid performance in both EPS and revenue. The company has a strong track record of beating earnings estimates.

Bull Case

If Ingram Micro continues its trend of exceeding EPS estimates, it could signal robust demand for its technology distribution services, leading to a significant stock price increase.

Bear Case

Conversely, any signs of declining revenue or inability to meet EPS expectations could raise concerns about market demand and operational challenges, potentially leading to a stock decline.

Key Metrics to Watch

EPS

0.77

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

13.8B

Total revenue provides insight into the company's sales performance and market demand for its products and services.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $0.77?

A beat on EPS would reinforce the company's strong performance and could lead to a positive market reaction.

What are the revenue expectations for key segments, particularly cloud services?

Understanding revenue performance in high-demand areas will be crucial for assessing future growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Ingram Micro to leverage its cloud services for higher growth, given recent trends in technology adoption.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating stronger-than-expected performance.

Options pricing suggests a significant move, reflecting investor uncertainty about the results.

Recent trends in technology spending indicate a potential uptick in demand for distribution services.

Key Risk

If cloud revenue significantly outperforms expectations, it could shift the narrative around the company's growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will reflect the company's ability to navigate a competitive landscape and adapt to market demands.

Bull Confirmed If

Achieving an EPS of $0.80 or higher, coupled with revenue exceeding $14.2B, would confirm strong operational performance.

Bear Confirmed If

An EPS below $0.68 or revenue falling short of $13.7B would indicate potential challenges in demand or execution.

Pre-Earnings Positioning

Options Market

Implied Move

±20.97%

Historical Avg

±2.0%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings report.

Options are pricing ±21.0% while INGM has averaged ±2.0% over the last 7 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

42.1%

Calls (2K)P/C Ratio: 0.02Puts (0)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Ingram Micro beats expectations, history suggests the stock could rise by about 1.33%, confirming strong operational momentum.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction, reflecting cautious sentiment among investors.

Miss

A miss could lead to a decline, with historical patterns indicating a potential drop of around 1.96%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on cloud services growth and its impact on overall revenue.
2Any commentary on supply chain efficiencies and cost management.
3Insights into customer demand trends for technology products.
4Management's outlook on the competitive landscape in technology distribution.
5Details on partnerships and collaborations that could drive future growth.

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Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

0.77

Revenue

Total revenue provides insight into the company's sales performance and market demand for its products and services.

13.8B

Wall Street expectations, options signals, track record, and call prep available with Pro.

INGM Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 7Q

EPS Beat Streak

EPS Beat Rate

86%

Avg EPS Surprise

+4.73%

Avg Stock Reaction

+0.84%

Last Quarter Recap

In the last quarter, Ingram Micro reported an EPS of $0.75, exceeding expectations by 6.53%. The stock reacted positively, gaining 1.55% the following day.

Management Promises & Guidance

Focus on expanding cloud services.
Enhancing supply chain efficiencies.
Commitment to maintaining strong relationships with key technology partners.

Expectations

Wall Street Expectations

Analysts are generally optimistic about Ingram Micro's upcoming earnings, expecting solid performance in both EPS and revenue. The company has a strong track record of beating earnings estimates.

Bull Case

If Ingram Micro continues its trend of exceeding EPS estimates, it could signal robust demand for its technology distribution services, leading to a significant stock price increase.

Bear Case

Conversely, any signs of declining revenue or inability to meet EPS expectations could raise concerns about market demand and operational challenges, potentially leading to a stock decline.

Key Metrics to Watch

EPS

0.77

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

13.8B

Total revenue provides insight into the company's sales performance and market demand for its products and services.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $0.77?

A beat on EPS would reinforce the company's strong performance and could lead to a positive market reaction.

What are the revenue expectations for key segments, particularly cloud services?

Understanding revenue performance in high-demand areas will be crucial for assessing future growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Ingram Micro to leverage its cloud services for higher growth, given recent trends in technology adoption.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating stronger-than-expected performance.

Options pricing suggests a significant move, reflecting investor uncertainty about the results.

Recent trends in technology spending indicate a potential uptick in demand for distribution services.

Key Risk

If cloud revenue significantly outperforms expectations, it could shift the narrative around the company's growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will reflect the company's ability to navigate a competitive landscape and adapt to market demands.

Bull Confirmed If

Achieving an EPS of $0.80 or higher, coupled with revenue exceeding $14.2B, would confirm strong operational performance.

Bear Confirmed If

An EPS below $0.68 or revenue falling short of $13.7B would indicate potential challenges in demand or execution.

Pre-Earnings Positioning

Options Market

Implied Move

±20.97%

Historical Avg

±2.0%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings report.

Options are pricing ±21.0% while INGM has averaged ±2.0% over the last 7 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

42.1%

Calls (2K)P/C Ratio: 0.02Puts (0)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Ingram Micro beats expectations, history suggests the stock could rise by about 1.33%, confirming strong operational momentum.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction, reflecting cautious sentiment among investors.

Miss

A miss could lead to a decline, with historical patterns indicating a potential drop of around 1.96%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on cloud services growth and its impact on overall revenue.
2Any commentary on supply chain efficiencies and cost management.
3Insights into customer demand trends for technology products.
4Management's outlook on the competitive landscape in technology distribution.
5Details on partnerships and collaborations that could drive future growth.