Pulling SEC filings + quote and writing the call…

Ingram Micro Holding Corp
Last earnings +1.6% on 2026-04-30
Scaled IT distributor with improving results and a higher-margin cloud mix, but structurally thin margins and cyclicality cap it.
Sources: SEC EDGAR (CIK 0001897762, latest 10-Q filed 2026-04-30) · EODHD · analysis by claude-code · as of 6/21/2026, 8:55:53 PM.
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Middling fundamentals offset by an attractive price (~27% below fair value) — worth a look on the value angle.
Ingram Micro is one of the world's largest IT distributors, moving $52.6B of hardware, software, cloud and services across four geographic segments. FY2025 was a strong operational year: revenue grew 9.5% as global IT spending recovered, net income rose 24.1% to $328M, and operating income increased 7.2% to $877M. Most striking, operating cash flow jumped 174.4% to $916M and cash more than doubled to $1.86B, while long-term debt fell 13.2% — a meaningful balance-sheet improvement for a working-capital-heavy distributor that recently returned to public markets under Platinum Equity ownership.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|
| Revenue | $50.8B | $48.0B | $48.0B | $52.6B |
| Gross profit | $3.69B | $3.55B | $3.44B | $3.50B |
| Operating income | $3.25B | $944M | $818M | $877M |
| Net income | $2.39B | $353M | $264M | $328M |
| Diluted EPS | $10.77 | $1.59 | $1.18 | $1.39 |
| Net margin | 4.7% | 0.7% | 0.6% | 0.6% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Last 90 days: 0 open-market buys · 3 sales
| 2026-06-15 | PLATINUM EQUITY, LLC 10% owner | Sell | 5.17M @ $29.03 | $150M |
| 2026-06-15 | Aragone Augusto Executive VP, Secretary & GC | Sell | 10.0K @ $30.00 | $300K |
| 2026-06-12 | Aragone Augusto Executive VP, Secretary & GC | Sell | 50.0K @ $29.30 | $1.46M |
| 2026-05-14 | ASHMORE CRAIG W Director | Award | 7.03K | |
| 2026-05-14 | Wienbar Sharon L Director | Award | 7.03K | |
| 2026-05-14 | Haussler Jakki L. Director | Award | 7.03K | |
| 2026-05-14 | STONE HEISZ LESLIE Director | Award | 7.03K | |
| 2026-05-14 | Alvaro Felicia Director | Award | 7.03K | |
| 2026-05-14 | MONIE ALAIN Director | Award | 7.03K |