Ingram Micro Holding（INGM）株式概要イングラム・マイクロ・ホールディング・コーポレーションは子会社を通じて、北米、欧州、中東、アフリカ、アジア太平洋、中南米で情報技術（IT）製品、クラウド、その他のサービスを販売している。 詳細INGM ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長3/6過去の実績4/6財務の健全性3/6配当金1/6報酬当社が推定した公正価値より41.3%で取引されている 収益は年間25.56%増加すると予測されています 過去1年間で収益は26.1%増加しました 同業他社や業界と比較して、良好な取引価格 リスク分析負債は営業キャッシュフローで十分にカバーされていない すべてのリスクチェックを見るINGM Community Fair Values Create NarrativeSee what 9 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN5.7% overvaluedAnalystConsensusTarget•5mo agoAI Infrastructure Demand Will Drive Long Term Earnings Expansion4801AN14.2% undervaluedAnalystHighTarget•4mo agoAI Ecosystem And Hardware Refresh Cycle Will Support Long Term Upside Potential400AN28.0% overvaluedAnalystLowTarget•4mo agoAI Ecosystem And Hardware Mix Will Shape Balanced Long Term Outlook200Top Analyst NarrativesAN5.7% overvaluedAnalystConsensusTarget•5mo agoAI Infrastructure Demand Will Drive Long Term Earnings Expansion4801AN14.2% undervaluedAnalystHighTarget•4mo agoAI Ecosystem And Hardware Refresh Cycle Will Support Long Term Upside Potential400AN28.0% overvaluedAnalystLowTarget•4mo agoAI Ecosystem And Hardware Mix Will Shape Balanced Long Term Outlook200View all narrativesIngram Micro Holding Corporation 競合他社AvnetSymbol: NasdaqGS:AVTMarket cap: US$6.9bArrow ElectronicsSymbol: NYSE:ARWMarket cap: US$9.8bCDWSymbol: NasdaqGS:CDWMarket cap: US$13.9bePlusSymbol: NasdaqGS:PLUSMarket cap: US$2.2b価格と性能株価の高値、安値、推移の概要Ingram Micro Holding過去の株価現在の株価US$26.8752週高値US$31.3852週安値US$18.09ベータ01ヶ月の変化3.67%3ヶ月変化23.20%1年変化36.53%3年間の変化n/a5年間の変化n/aIPOからの変化9.23%最新ニュースお知らせ • May 07Ingram Micro Holding Corporation has completed a Follow-on Equity Offering in the amount of $331.249984 million.Ingram Micro Holding Corporation has completed a Follow-on Equity Offering in the amount of $331.249984 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 12,740,384 Price\Range: $26 Discount Per Security: $1.04お知らせ • May 06Ingram Micro Holding Corporation has filed a Follow-on Equity Offering in the amount of $330 million.Ingram Micro Holding Corporation has filed a Follow-on Equity Offering in the amount of $330 million. Security Name: Common Stock Security Type: Common Stockライブニュース • May 04Ingram Micro Q1 Sales Reach US$14b as AI and Cloud Drive Investor FocusIngram Micro Holding reported Q1 2026 net sales of US$13.96b, a 13.7% year-over-year increase, with broad contributions across North America and Asia Pacific. Non-GAAP EPS reached US$0.75, with net income of about US$98.9m, and the company raised its quarterly dividend while expanding its share repurchase program. Growth in Advanced Solutions and Cloud, including large GPU and AI infrastructure deals and increased use of the Xvantage digital B2B platform, supported results, although investors questioned how durable AI-related demand and margins may be. For you as an investor, the key takeaway is that Ingram Micro’s current results are closely tied to demand for AI and cloud infrastructure, as well as the scaling of its Xvantage platform. The business is also returning more capital through dividends and buybacks, which reflects management’s current stance on its financial position and cash generation. At the same time, the shift toward lower-margin AI products is pressuring margins, and recent share price volatility reflects investor debates about how sustainable AI-driven orders and profitability could be. Management’s Q2 2026 guidance of US$13.6b to US$14b in revenue, with mid to high single digit sales growth and double digit non-GAAP EPS expansion, outlines the trajectory they are planning for in the near term, while market reaction shows that execution on AI, cloud and Xvantage will likely stay in focus.お知らせ • May 02Ingram Micro Holding Corporation Provides Earnings Guidance for the Second Quarter Ending June 27, 2026Ingram Micro Holding Corporation provided earnings guidance for the second quarter ending June 27, 2026. for the quarter, the company expects Net sales of $13.6 billion to $14.0 billion– a year-over-year increase of 6.3% to 9.4%.New Risk • May 01New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 4.2% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.Price Target Changed • Apr 29Price target increased by 7.8% to US$27.62Up from US$25.62, the current price target is an average from 13 analysts. New target price is 8.8% below last closing price of US$30.30. Stock is up 70% over the past year. The company is forecast to post earnings per share of US$2.29 for next year compared to US$1.40 last year.最新情報をもっと見るRecent updatesお知らせ • May 07Ingram Micro Holding Corporation has completed a Follow-on Equity Offering in the amount of $331.249984 million.Ingram Micro Holding Corporation has completed a Follow-on Equity Offering in the amount of $331.249984 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 12,740,384 Price\Range: $26 Discount Per Security: $1.04お知らせ • May 06Ingram Micro Holding Corporation has filed a Follow-on Equity Offering in the amount of $330 million.Ingram Micro Holding Corporation has filed a Follow-on Equity Offering in the amount of $330 million. Security Name: Common Stock Security Type: Common Stockライブニュース • May 04Ingram Micro Q1 Sales Reach US$14b as AI and Cloud Drive Investor FocusIngram Micro Holding reported Q1 2026 net sales of US$13.96b, a 13.7% year-over-year increase, with broad contributions across North America and Asia Pacific. Non-GAAP EPS reached US$0.75, with net income of about US$98.9m, and the company raised its quarterly dividend while expanding its share repurchase program. Growth in Advanced Solutions and Cloud, including large GPU and AI infrastructure deals and increased use of the Xvantage digital B2B platform, supported results, although investors questioned how durable AI-related demand and margins may be. For you as an investor, the key takeaway is that Ingram Micro’s current results are closely tied to demand for AI and cloud infrastructure, as well as the scaling of its Xvantage platform. The business is also returning more capital through dividends and buybacks, which reflects management’s current stance on its financial position and cash generation. At the same time, the shift toward lower-margin AI products is pressuring margins, and recent share price volatility reflects investor debates about how sustainable AI-driven orders and profitability could be. Management’s Q2 2026 guidance of US$13.6b to US$14b in revenue, with mid to high single digit sales growth and double digit non-GAAP EPS expansion, outlines the trajectory they are planning for in the near term, while market reaction shows that execution on AI, cloud and Xvantage will likely stay in focus.お知らせ • May 02Ingram Micro Holding Corporation Provides Earnings Guidance for the Second Quarter Ending June 27, 2026Ingram Micro Holding Corporation provided earnings guidance for the second quarter ending June 27, 2026. for the quarter, the company expects Net sales of $13.6 billion to $14.0 billion– a year-over-year increase of 6.3% to 9.4%.New Risk • May 01New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 4.2% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.Price Target Changed • Apr 29Price target increased by 7.8% to US$27.62Up from US$25.62, the current price target is an average from 13 analysts. New target price is 8.8% below last closing price of US$30.30. Stock is up 70% over the past year. The company is forecast to post earnings per share of US$2.29 for next year compared to US$1.40 last year.お知らせ • Apr 16Ingram Micro Holding Corporation to Report Q1, 2026 Results on Apr 30, 2026Ingram Micro Holding Corporation announced that they will report Q1, 2026 results After-Market on Apr 30, 2026お知らせ • Apr 01Ingram Micro Holding Corporation Earns Microsoft Frontier Distributor Designation And Enables AI-First Channel Partners WorldwideIngram Micro Holding Corporation announced it has earned the Microsoft Frontier Distributor designation, which was recently introduced as part of the Microsoft AI Cloud Partner Program to quickly identify world-class, modern distributors that meet the highest standards of performance, support and enablement. The new achievement recognizes Ingram Micro’s proven ability to help Microsoft channel partners worldwide move from AI experimentation to AI execution at scale across cloud, security, and services. It also complements the distributor’s Microsoft Support Services designation and reflects Ingram Micro’s continued investment in platform innovation, partner enablement, technical support and go-to-market excellence. Ingram Micro’s “aggressively digital and amazingly human” approach to business growth resonates with AI-first channel partners looking to advance and scale their Microsoft business using the powerful combination of people and platform. Working with Ingram Micro allows to better manage and grow Microsoft business. Ingram Micro plays a key role in enabling and scaling success, particularly around Copilot and advancing knowledge and ability to build with AI to solve for business outcomes. This global recognition reflects the evolution and strength of relationship with Microsoft and channel partners, especially those leading with and leaning into AI. Together, we’re helping the channel move from AI experimentation to AI execution by embedding AI into their workflows, decisions, and customer experience at scale to create and capture greater value with people and platform.お知らせ • Mar 28Ingram Micro Holding Corporation, Annual General Meeting, May 13, 2026Ingram Micro Holding Corporation, Annual General Meeting, May 13, 2026.Valuation Update With 7 Day Price Move • Mar 12Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to US$21.42, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 20x in the Electronic industry in the US. Total returns to shareholders of 16% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$42.40 per share.Buy Or Sell Opportunity • Mar 06Now 31% undervaluedOver the last 90 days, the stock has risen 1.7% to US$22.06. The fair value is estimated to be US$31.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 83%. For the next 3 years, revenue is forecast to grow by 2.1% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.お知らせ • Mar 06+ 1 more updateIngram Micro Holding Corporation has completed a Follow-on Equity Offering in the amount of $199.999999 million.Ingram Micro Holding Corporation has completed a Follow-on Equity Offering in the amount of $199.999999 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 8,988,764 Price\Range: $22.25 Discount Per Security: $0.89Declared Dividend • Mar 05Fourth quarter dividend of US$0.082 announcedShareholders will receive a dividend of US$0.082. Ex-date: 10th March 2026 Payment date: 24th March 2026 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (10% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 93% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 03Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: US$1.40 (up from US$1.18 in FY 2024). Revenue: US$52.6b (up 9.5% from FY 2024). Net income: US$327.9m (up 24% from FY 2024). Profit margin: 0.6% (in line with FY 2024). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in the US.お知らせ • Mar 03Ingram Micro Holding Corporation (NYSE:INGM) announces an Equity Buyback for $100 million worth of its shares.Ingram Micro Holding Corporation (NYSE:INGM) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of shares. The shares will be repurchased in connection with one or more secondary public offerings by Imola JV Holdings, L.P. and/or Ingram Holdco, LLC. The program will expire on January 28, 2027.お知らせ • Feb 18Ingram Micro Holding Corporation to Report Q4, 2025 Results on Mar 02, 2026Ingram Micro Holding Corporation announced that they will report Q4, 2025 results After-Market on Mar 02, 2026分析記事 • Jan 15These 4 Measures Indicate That Ingram Micro Holding (NYSE:INGM) Is Using Debt ExtensivelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Jan 06Stord, Inc. acquired Shipwire, Inc. from Ingram Micro Holding Corporation (NYSE:INGM).Stord, Inc. acquired Shipwire, Inc. from Ingram Micro Holding Corporation (NYSE:INGM) on January 1, 2026. Stord, Inc. completed the acquisition of Shipwire, Inc. from Ingram Micro Holding Corporation (NYSE:INGM) on January 1, 2026.Reported Earnings • Oct 31Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$0.42 (up from US$0.35 in 3Q 2024). Revenue: US$12.6b (up 7.2% from 3Q 2024). Net income: US$99.5m (up 29% from 3Q 2024). Profit margin: 0.8% (up from 0.7% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) missed analyst estimates by 5.1%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Electronic industry in the US.お知らせ • Oct 31+ 1 more updateIngram Micro Holding Corporation Provides Earnings Guidance for the Fourth Quarter Ending December 27, 2025Ingram Micro Holding Corporation provided earnings guidance for the fourth quarter ending December 27, 2025. For the period, the company expects net sales in the range of $14,000 million to $14,350 million.お知らせ • Oct 28Ingram Micro Holding Corporation Announces Agentic Ai Capabilities, Adds Google's Gemini Models to Xvantage AI FactoryIngram Micro Holding Corporation announced the first enterprise-grade AI Agent built within its patented Ingram Micro Xvantage AI Factory, using Google's Gemini large language models. This new agent, known as the Sales Briefing Assistant, marks the Company's first production release of an AI Agent built using Gemini models, and introduces a new standard for intelligent, scalable sales enablement in the enterprise. Built to accelerate customer growth opportunities and success, the AI-powered digital sales company synthesizes real-time, context-aware market insights, sales signals and recommendations into a single brief for Ingram Micro's sales teams. By integrating Google's Gemini models within Ingram Micro's AI Factory and more than 400 existing AI models, the company is strengthening its ability to anticipate customer needs, accelerate decisions, and drive measurable business impact throughout the organization and the IT ecosystem. Ingram Micro's AI Factory serves as a strategic and operational model for continuously producing, deploying, and improving AI-driven systems within Xvantage.分析記事 • Oct 25Investors Continue Waiting On Sidelines For Ingram Micro Holding Corporation (NYSE:INGM)With a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...お知らせ • Oct 16Ingram Micro Holding Corporation to Report Q3, 2025 Results on Oct 30, 2025Ingram Micro Holding Corporation announced that they will report Q3, 2025 results After-Market on Oct 30, 2025Seeking Alpha • Sep 29Ingram Micro: Operating A Thin Margin LineSummary Ingram Micro Holding Corporation shows accelerating sales growth and low valuation, but faces thin margins and negative free cash flows. INGM's top-line growth is driven by lower-margin activities, limiting earnings impact and causing divergence between reported profits and cash flows. Despite modest dividend increases and manageable leverage, inventory build and soft Q3 sales outlook raise concerns about cash generation. INGM shares appear cheap based on earnings, but greater alignment between earnings and cash flow is needed to support a more bullish stance. Read the full article on Seeking Alphaお知らせ • Sep 26Ingram Micro Announces Executive ChangesIngram Micro announced the appointment of Flavio Moraes Junior as Managing Director and Chief Country Executive (CCE) for India, effective October 1, 2025. Moraes succeeds Navneet Singh Bindra, who retires after more than 22 years of leadership and service to Ingram Micro India. Moraes transitions to lead Ingram Micro's India operations after a successful tenure as Chief Executive of Ingram Micro Brazil, where he served since 2021. Under his leadership, Ingram Micro Brazil became one of the company's most successful operations in the region, achieving market leadership in cybersecurity, expanding its Cloud Marketplace, and driving the acceleration of the Ingram Micro Xvantage digital platform. Moraes also led the strategic acquisition of a services company, strengthened corporate governance through rigorous process improvements, and guided a cultural transformation that earned the company "Great Place to Work" recognition. With more than 25 years of experience in the technology and telecommunications sectors, Moraes brings deep expertise and proven results from his leadership roles at Claro, Embratel, and Reuters, where he helped build digital and cloud business units from the ground up. Moraes holds a degree in Electrical Engineering from Centro Universitario FEI, an MBA from Fundacao Getulio Vargas, and has recently attended the Stanford Graduate School of Business Executive Program in Leadership and Innovation.分析記事 • Sep 04Is Ingram Micro Holding (NYSE:INGM) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Aug 26HostPapa, Inc. completed the acquisition of CloudBlue Technologies, Inc. from Ingram Micro Holding Corporation (NYSE:INGM).HostPapa, Inc. signed a definitive agreement to acquire to acquire CloudBlue Technologies, Inc. from Ingram Micro Holding Corporation (NYSE:INGM) on June 4, 2025. As part of the transaction, HostPapa appointed Jorge Carvalho as Chief Executive Officer of CloudBlue and Tarik Faouzi as its General Manager. Closing of the transaction is expected in the third quarter of 2025, subject to the satisfaction of customary closing conditions. HostPapa, Inc. completed the acquisition of CloudBlue Technologies, Inc. from Ingram Micro Holding Corporation (NYSE:INGM) on August 25, 2025.Major Estimate Revision • Aug 13Consensus EPS estimates fall by 17%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$50.2b to US$50.9b. EPS estimate fell from US$1.89 to US$1.57 per share. Net income forecast to grow 69% next year vs 30% growth forecast for Electronic industry in the US. Consensus price target broadly unchanged at US$24.17. Share price rose 5.7% to US$19.96 over the past week.Upcoming Dividend • Aug 12Upcoming dividend of US$0.078 per shareEligible shareholders must have bought the stock before 19 August 2025. Payment date: 02 September 2025. Payout ratio is a comfortable 13% but the company is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (1.0%).Reported Earnings • Aug 07Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: US$0.16 (down from US$0.23 in 2Q 2024). Revenue: US$12.8b (up 11% from 2Q 2024). Net income: US$37.8m (down 25% from 2Q 2024). Profit margin: 0.3% (down from 0.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.7%. Earnings per share (EPS) missed analyst estimates by 60%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Electronic industry in the US.お知らせ • Aug 07+ 1 more updateIngram Micro Holding Corporation Declares a Quarterly Cash Dividend, Payable on September 2, 2025Ingram Micro Holding Corporation’s board of directors has declared a quarterly cash dividend of $0.078 per share of the Company’s common stock, representing a 2.6% increase from the prior quarterly dividend of $0.076 per share. The dividend is payable on September 2, 2025, to stockholders of record as of August 19, 2025.分析記事 • Jul 31Is There An Opportunity With Ingram Micro Holding Corporation's (NYSE:INGM) 38% Undervaluation?Key Insights Ingram Micro Holding's estimated fair value is US$32.99 based on 2 Stage Free Cash Flow to Equity Ingram...お知らせ • Jul 24Ingram Micro Holding Corporation to Report Q2, 2025 Results on Aug 06, 2025Ingram Micro Holding Corporation announced that they will report Q2, 2025 results After-Market on Aug 06, 2025お知らせ • Jun 30+ 5 more updatesIngram Micro Holding Corporation(NYSE:INGM) dropped from Russell 3000 Growth IndexIngram Micro Holding Corporation(NYSE:INGM) dropped from Russell 3000 Growth Indexお知らせ • Jun 11Ingram Micro to Preview Its Xvantage™ Digital Experience PlatformIngram Micro Holding Corporation will be discussing its Xvantage™ Digital Experience Platform via webinar on July 17, 2025.Ingram Micro’s President of Global Platform Group, Sanjib Sahoo, will be discussing the Company’s platform strategy and value creation by diving into the Xvantage platform foundation architecture. He will provide a preview of various platform components and discuss what it means to be a B2B platform company. Ingram Micro’s award-winning Xvantage™ platform, launched in 2022, is a global, AI-powered digital experience designed to simplify and accelerate how vendor partners and customers do business. By automating key functions like quote creation, order management, and real-time tracking, Xvantage enables companies on the platform to scale operations, improve service delivery, and make smarter, data-driven decisions. Currently active in 20 of the 57 countries where Ingram Micro operates, the platform continues to expand its reach. Built on a data mesh infrastructure and powered by patent-pending technology in over 300 AI and machine learning models and 20 digital engines, Xvantage is redefining the B2B experience and transforming the entire technology value chain.お知らせ • Jun 05HostPapa, Inc. signed a definitive agreement to acquire to acquire CloudBlue Technologies, Inc. from Ingram Micro Holding Corporation (NYSE:INGM).HostPapa, Inc. signed a definitive agreement to acquire to acquire CloudBlue Technologies, Inc. from Ingram Micro Holding Corporation (NYSE:INGM) on June 4, 2025. Closing of the transaction is expected in the third quarter of 2025, subject to the satisfaction of customary closing conditions.分析記事 • May 16Ingram Micro Holding (NYSE:INGM) Takes On Some Risk With Its Use Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Major Estimate Revision • May 15Consensus EPS estimates fall by 15%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$49.2b to US$50.0b. EPS estimate fell from US$2.19 to US$1.86 per share. Net income forecast to grow 68% next year vs 25% growth forecast for Electronic industry in the US. Consensus price target broadly unchanged at US$24.08. Share price rose 6.1% to US$20.88 over the past week.Upcoming Dividend • May 13Upcoming dividend of US$0.076 per shareEligible shareholders must have bought the stock before 20 May 2025. Payment date: 03 June 2025. Payout ratio is a comfortable 5.9% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of American dividend payers (4.7%). Higher than average of industry peers (1.2%).Reported Earnings • May 09First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: US$0.29 (up from US$0.24 in 1Q 2024). Revenue: US$12.3b (up 8.2% from 1Q 2024). Net income: US$69.2m (up 28% from 1Q 2024). Profit margin: 0.6% (up from 0.5% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) missed analyst estimates by 28%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in the US.お知らせ • May 09+ 1 more updateIngram Micro Holding Corporation Declares Quarterly Cash Dividend, Payable on June 3, 2025Ingram Micro Holding Corporation’s board of directors has declared a quarterly cash dividend of $0.076 per share of the Company’s common stock, representing a 2.7% increase from the prior quarterly dividend of $0.074 per share. The dividend is payable on June 3, 2025, to stockholders of record as of May 20, 2025.お知らせ • Apr 19Ingram Micro Holding Corporation, Annual General Meeting, Jun 04, 2025Ingram Micro Holding Corporation, Annual General Meeting, Jun 04, 2025.お知らせ • Apr 15Ingram Micro Holding Corporation to Report Q1, 2025 Results on May 08, 2025Ingram Micro Holding Corporation announced that they will report Q1, 2025 results After-Market on May 08, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$14.61, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 16x in the Electronic industry in the US.お知らせ • Mar 18Ingram Micro's Xvantage Integrations Hub Delivers A Plug-And-Play Experience, Virtually Eliminating the Complexity of Software IntegrationsIngram Micro announced that it is simplifying the technology industry's capabilities to innovate and more securely integrate at scale faster with the global launch of its AI-powered Xvantage Integrations Hub. Readily available in nine countries where Xvantage is deployed, Ingram Micro's Xvantage Integrations Hub offers customers and vendors a frictionless experience, dramatically simplifying software integrations by enabling instant access to prebuilt applications and more secure modern workflows. With the new Xvantage Integrations Hub, integrations that could have taken months can now be completed in seconds or minutes, helping customers and vendors significantly speed their transformations. Hub-spot, Salesforce, ZOHO and more are among the ready-to-deploy global and regional integrations. dozens of additional integrations are expected to go live in the Xvantage Integrations Hub throughout 2025. Engineered in-house by Ingram Micro's global platform group, the new X Advantage Integrations Hub uses the power of AI models to integrate instantly and securely with existing SaaS Platforms--including CRM, ERP, RMM, and CPQ (Configure, Price, Quote). This effort speeds up time to value and helps eliminate the need for costly custom software development. The Xvantage Integrations Hub also helps reduce manual workloads, empowering partners to scale efficiently and apply their talent to more valuable business and service lines.Reported Earnings • Mar 06Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$1.18 (down from US$1.59 in FY 2023). Revenue: US$48.0b (flat on FY 2023). Net income: US$264.2m (down 25% from FY 2023). Profit margin: 0.6% (down from 0.7% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 33%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in the US.お知らせ • Mar 05+ 1 more updateIngram Micro Holding Corporation Declares Cash Dividend, Payable on March 25, 2025The board of directors of Ingram Micro Holding Corporation has declared a cash dividend of $0.074 per share of the Company’s common stock. The dividend is payable on March 25, 2025, to stockholders of record as of March 11, 2025.お知らせ • Feb 18Ingram Micro Holding Corporation to Report Q4, 2024 Results on Mar 04, 2025Ingram Micro Holding Corporation announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Mar 04, 2025Valuation Update With 7 Day Price Move • Jan 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$22.64, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 19x in the Electronic industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$38.19 per share.お知らせ • Jan 09Ingram Micro Holding Corporation Announces the Promotion of Sanjib Sahoo as President of Global Platform GroupIngram Micro Holding Corporation announced the promotion of globally recognized business and digital leader Sanjib Sahoo to President of Ingram Micro’s Global Platform Group. Sahoo will continue to execute on the company’s vision to become the global technology ecosystem's business-to-business (B2B) platform. This includes leading the continued development and deployment of its digital twin, Xvantage™, a patent-pending B2B technology platform and operating model designed to make it easier for customers and vendors to work with Ingram Micro and create more value. Previously, Sahoo served as the company’s executive vice president, global technology and chief digital officer. Hired in 2021, he set the vision and roadmap for Ingram Micro Xvantage, an AI-driven business platform for Ingram Micro’s team members, customers, and vendor partners that enables real-time interactions, data exchange, insights, and purchasing, significantly reducing the friction from typical B2B transactions. In 2022, Ingram Micro’s digital experience platform broke ground, starting a transformative journey for the technology distributor. With approximately 29 million lines of code, 20 intelligent engines, and 30 patents pending, Xvantage is uniquely and purposefully designed to change how the tech industry works. Now in use in 16 countries, Xvantage is moving the industry from transactions to more interactions by introducing actionable business intelligence for strategic growth and decision-making. As President of the Global Platform Group, Sahoo leads all aspects of platform strategy across Ingram Micro. This includes platform development, the innovation flywheel, global growth, services and support, and the business expansion plans for Ingram Micro’s platform operating model. Sahoo also oversees the key leadership team within Ingram Micro’s Global Platform Group and will continue collaborating with Ingram Micro’s regional Presidents, Chief Country Executives, and other business leaders to transform the company’s operating metrics and drive more growth through Xvantage.お知らせ • Nov 13Ingram Micro Holding Corporation Provides Earnings Guidance for the Fiscal Fourth Quarter 2024Ingram Micro Holding Corporation provided earnings guidance for the fiscal fourth quarter 2024. For the period, the company expected net sales to be in the range of $13,000 million to $13,500 million. Gross profit is expected to be in the range of $935 million to $985 million.お知らせ • Nov 05Ingram Micro Holding Corporation to Report Q3, 2024 Results on Nov 12, 2024Ingram Micro Holding Corporation announced that they will report Q3, 2024 results After-Market on Nov 12, 2024Seeking Alpha • Oct 25Ingram Micro: Technology Distributor Going Public AgainSummary Ingram Micro's IPO saw modest gains, with a reasonable valuation but challenges from sales declines, thin margins, and high-interest expenses. The company, a leading technology distributor, offers custom solutions and has a broad product range, but operates in a competitive and cyclical environment. I remain cautious, awaiting improved sales momentum and clarity on earnings before reconsidering my neutral stance on Ingram Micro. Read the full article on Seeking Alphaお知らせ • Oct 25Ingram Micro Holding Corporation has completed an IPO in the amount of $409.2 million.Ingram Micro Holding Corporation has completed an IPO in the amount of $409.2 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 18,600,000 Price\Range: $22 Discount Per Security: $1.21 Transaction Features: Reserved Share Offering; Sponsor Backed OfferingBoard Change • Oct 24Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. 1 independent director (7 non-independent directors). Independent Lead Director Dale Laurance was the last independent director to join the board, commencing their role in 2001. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.株主還元INGMUS ElectronicUS 市場7D-12.7%2.5%2.1%1Y36.5%97.9%30.6%株主還元を見る業界別リターン: INGM過去 1 年間で97.9 % の収益を上げたUS Electronic業界を下回りました。リターン対市場: INGM過去 1 年間で30.6 % の収益を上げたUS市場を上回りました。価格変動Is INGM's price volatile compared to industry and market?INGM volatilityINGM Average Weekly Movement8.6%Electronic Industry Average Movement8.8%Market Average Movement7.2%10% most volatile stocks in US Market16.1%10% least volatile stocks in US Market3.2%安定した株価: INGM 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: INGMの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト197922,200Paul Baywww.ingrammicro.comイングラム・マイクロ・ホールディング・コーポレーションは、その子会社を通じて、北米、欧州、中東、アフリカ、アジア太平洋、中南米で情報技術（IT）製品、クラウド、その他のサービスを販売している。デスクトップパソコン、ノートパソコン、タブレット、プリンター、ハードドライブ、マザーボード、ビデオカード、アプリケーション・ソフトウェア、周辺機器、アクセサリー、電話、タブレット、スマートフォン、フィーチャーフォン、携帯電話アクセサリー、ウェアラブル、モビリティ・ソフトウェアなどのクライアントおよびエンドポイント・ソリューションを法人および個人エンドユーザー向けに提供している。また、サーバー、ストレージ、ネットワーク、ハイブリッドおよびソフトウェア定義ソリューション、サイバーセキュリティ、電源、冷却ソリューションなどのエンタープライズグレードのハードウェアおよびソフトウェア製品、トレーニング、プロフェッショナルサービス、関連融資ソリューション、データキャプチャ/POS、物理セキュリティ、オーディオビジュアルおよびデジタルサイネージ、ユニファイド・コミュニケーションおよびコラボレーション、スマートオフィス/ホームオートメーションおよび人工知能製品も提供している。さらに、ビジネス・アプリケーション、セキュリティ、コミュニケーション、コラボレーション、クラウド・イネーブルメント・ソリューション、インフラストラクチャー・アズ・ア・サービス、IT資産処分、リバース・ロジスティクス、修理、その他関連ソリューションなど、サードパーティによるクラウドベースのサービスやサブスクリプションも提供している。付加価値再販業者、法人再販業者、小売業者、カスタムインストーラー、システムインテグレーター、モバイルネットワーク事業者、モバイルバーチャルネットワーク事業者、ダイレクトマーケッター、インターネットベースの再販業者、独立系ディーラー、製品カテゴリースペシャリスト、再販業者購買協会、マネージドサービスプロバイダー、クラウドサービスプロバイダー、PCアセンブラー、独立系代理店およびディーラー、ITおよびモバイル機器メーカー、その他のディストリビューターにサービスを提供している。同社は1979年に設立され、カリフォルニア州アーバインに本社を置いている。もっと見るIngram Micro Holding Corporation 基礎のまとめIngram Micro Holding の収益と売上を時価総額と比較するとどうか。INGM 基礎統計学時価総額US$6.22b収益（TTM）US$357.56m売上高(TTM)US$54.24b17.4xPER（株価収益率0.1xP/SレシオINGM は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計INGM 損益計算書（TTM）収益US$54.24b売上原価US$50.63b売上総利益US$3.61bその他の費用US$3.25b収益US$357.56m直近の収益報告Mar 28, 2026次回決算日該当なし一株当たり利益（EPS）1.54グロス・マージン6.66%純利益率0.66%有利子負債／自己資本比率79.5%INGM の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.3%現在の配当利回り21%配当性向INGM 配当は確実ですか？INGM 配当履歴とベンチマークを見るINGM 、いつまでに購入すれば配当金を受け取れますか？Ingram Micro Holding 配当日配当落ち日May 12 2026配当支払日May 26 2026配当落ちまでの日数1 day配当支払日までの日数15 daysINGM 配当は確実ですか？INGM 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 22:31終値2026/05/07 00:00収益2026/03/28年間収益2025/12/27データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Ingram Micro Holding Corporation 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24 アナリスト機関Benjamin ReitzesBarclaysKarl AckermanBNP ParibasRuplu BhattacharyaBofA Global Research21 その他のアナリストを表示
お知らせ • May 07Ingram Micro Holding Corporation has completed a Follow-on Equity Offering in the amount of $331.249984 million.Ingram Micro Holding Corporation has completed a Follow-on Equity Offering in the amount of $331.249984 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 12,740,384 Price\Range: $26 Discount Per Security: $1.04
お知らせ • May 06Ingram Micro Holding Corporation has filed a Follow-on Equity Offering in the amount of $330 million.Ingram Micro Holding Corporation has filed a Follow-on Equity Offering in the amount of $330 million. Security Name: Common Stock Security Type: Common Stock
ライブニュース • May 04Ingram Micro Q1 Sales Reach US$14b as AI and Cloud Drive Investor FocusIngram Micro Holding reported Q1 2026 net sales of US$13.96b, a 13.7% year-over-year increase, with broad contributions across North America and Asia Pacific. Non-GAAP EPS reached US$0.75, with net income of about US$98.9m, and the company raised its quarterly dividend while expanding its share repurchase program. Growth in Advanced Solutions and Cloud, including large GPU and AI infrastructure deals and increased use of the Xvantage digital B2B platform, supported results, although investors questioned how durable AI-related demand and margins may be. For you as an investor, the key takeaway is that Ingram Micro’s current results are closely tied to demand for AI and cloud infrastructure, as well as the scaling of its Xvantage platform. The business is also returning more capital through dividends and buybacks, which reflects management’s current stance on its financial position and cash generation. At the same time, the shift toward lower-margin AI products is pressuring margins, and recent share price volatility reflects investor debates about how sustainable AI-driven orders and profitability could be. Management’s Q2 2026 guidance of US$13.6b to US$14b in revenue, with mid to high single digit sales growth and double digit non-GAAP EPS expansion, outlines the trajectory they are planning for in the near term, while market reaction shows that execution on AI, cloud and Xvantage will likely stay in focus.
お知らせ • May 02Ingram Micro Holding Corporation Provides Earnings Guidance for the Second Quarter Ending June 27, 2026Ingram Micro Holding Corporation provided earnings guidance for the second quarter ending June 27, 2026. for the quarter, the company expects Net sales of $13.6 billion to $14.0 billion– a year-over-year increase of 6.3% to 9.4%.
New Risk • May 01New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 4.2% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.
Price Target Changed • Apr 29Price target increased by 7.8% to US$27.62Up from US$25.62, the current price target is an average from 13 analysts. New target price is 8.8% below last closing price of US$30.30. Stock is up 70% over the past year. The company is forecast to post earnings per share of US$2.29 for next year compared to US$1.40 last year.
お知らせ • May 07Ingram Micro Holding Corporation has completed a Follow-on Equity Offering in the amount of $331.249984 million.Ingram Micro Holding Corporation has completed a Follow-on Equity Offering in the amount of $331.249984 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 12,740,384 Price\Range: $26 Discount Per Security: $1.04
お知らせ • May 06Ingram Micro Holding Corporation has filed a Follow-on Equity Offering in the amount of $330 million.Ingram Micro Holding Corporation has filed a Follow-on Equity Offering in the amount of $330 million. Security Name: Common Stock Security Type: Common Stock
ライブニュース • May 04Ingram Micro Q1 Sales Reach US$14b as AI and Cloud Drive Investor FocusIngram Micro Holding reported Q1 2026 net sales of US$13.96b, a 13.7% year-over-year increase, with broad contributions across North America and Asia Pacific. Non-GAAP EPS reached US$0.75, with net income of about US$98.9m, and the company raised its quarterly dividend while expanding its share repurchase program. Growth in Advanced Solutions and Cloud, including large GPU and AI infrastructure deals and increased use of the Xvantage digital B2B platform, supported results, although investors questioned how durable AI-related demand and margins may be. For you as an investor, the key takeaway is that Ingram Micro’s current results are closely tied to demand for AI and cloud infrastructure, as well as the scaling of its Xvantage platform. The business is also returning more capital through dividends and buybacks, which reflects management’s current stance on its financial position and cash generation. At the same time, the shift toward lower-margin AI products is pressuring margins, and recent share price volatility reflects investor debates about how sustainable AI-driven orders and profitability could be. Management’s Q2 2026 guidance of US$13.6b to US$14b in revenue, with mid to high single digit sales growth and double digit non-GAAP EPS expansion, outlines the trajectory they are planning for in the near term, while market reaction shows that execution on AI, cloud and Xvantage will likely stay in focus.
お知らせ • May 02Ingram Micro Holding Corporation Provides Earnings Guidance for the Second Quarter Ending June 27, 2026Ingram Micro Holding Corporation provided earnings guidance for the second quarter ending June 27, 2026. for the quarter, the company expects Net sales of $13.6 billion to $14.0 billion– a year-over-year increase of 6.3% to 9.4%.
New Risk • May 01New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 4.2% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.
Price Target Changed • Apr 29Price target increased by 7.8% to US$27.62Up from US$25.62, the current price target is an average from 13 analysts. New target price is 8.8% below last closing price of US$30.30. Stock is up 70% over the past year. The company is forecast to post earnings per share of US$2.29 for next year compared to US$1.40 last year.
お知らせ • Apr 16Ingram Micro Holding Corporation to Report Q1, 2026 Results on Apr 30, 2026Ingram Micro Holding Corporation announced that they will report Q1, 2026 results After-Market on Apr 30, 2026
お知らせ • Apr 01Ingram Micro Holding Corporation Earns Microsoft Frontier Distributor Designation And Enables AI-First Channel Partners WorldwideIngram Micro Holding Corporation announced it has earned the Microsoft Frontier Distributor designation, which was recently introduced as part of the Microsoft AI Cloud Partner Program to quickly identify world-class, modern distributors that meet the highest standards of performance, support and enablement. The new achievement recognizes Ingram Micro’s proven ability to help Microsoft channel partners worldwide move from AI experimentation to AI execution at scale across cloud, security, and services. It also complements the distributor’s Microsoft Support Services designation and reflects Ingram Micro’s continued investment in platform innovation, partner enablement, technical support and go-to-market excellence. Ingram Micro’s “aggressively digital and amazingly human” approach to business growth resonates with AI-first channel partners looking to advance and scale their Microsoft business using the powerful combination of people and platform. Working with Ingram Micro allows to better manage and grow Microsoft business. Ingram Micro plays a key role in enabling and scaling success, particularly around Copilot and advancing knowledge and ability to build with AI to solve for business outcomes. This global recognition reflects the evolution and strength of relationship with Microsoft and channel partners, especially those leading with and leaning into AI. Together, we’re helping the channel move from AI experimentation to AI execution by embedding AI into their workflows, decisions, and customer experience at scale to create and capture greater value with people and platform.
お知らせ • Mar 28Ingram Micro Holding Corporation, Annual General Meeting, May 13, 2026Ingram Micro Holding Corporation, Annual General Meeting, May 13, 2026.
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to US$21.42, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 20x in the Electronic industry in the US. Total returns to shareholders of 16% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$42.40 per share.
Buy Or Sell Opportunity • Mar 06Now 31% undervaluedOver the last 90 days, the stock has risen 1.7% to US$22.06. The fair value is estimated to be US$31.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 83%. For the next 3 years, revenue is forecast to grow by 2.1% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.
お知らせ • Mar 06+ 1 more updateIngram Micro Holding Corporation has completed a Follow-on Equity Offering in the amount of $199.999999 million.Ingram Micro Holding Corporation has completed a Follow-on Equity Offering in the amount of $199.999999 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 8,988,764 Price\Range: $22.25 Discount Per Security: $0.89
Declared Dividend • Mar 05Fourth quarter dividend of US$0.082 announcedShareholders will receive a dividend of US$0.082. Ex-date: 10th March 2026 Payment date: 24th March 2026 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (10% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 93% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 03Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: US$1.40 (up from US$1.18 in FY 2024). Revenue: US$52.6b (up 9.5% from FY 2024). Net income: US$327.9m (up 24% from FY 2024). Profit margin: 0.6% (in line with FY 2024). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in the US.
お知らせ • Mar 03Ingram Micro Holding Corporation (NYSE:INGM) announces an Equity Buyback for $100 million worth of its shares.Ingram Micro Holding Corporation (NYSE:INGM) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of shares. The shares will be repurchased in connection with one or more secondary public offerings by Imola JV Holdings, L.P. and/or Ingram Holdco, LLC. The program will expire on January 28, 2027.
お知らせ • Feb 18Ingram Micro Holding Corporation to Report Q4, 2025 Results on Mar 02, 2026Ingram Micro Holding Corporation announced that they will report Q4, 2025 results After-Market on Mar 02, 2026
分析記事 • Jan 15These 4 Measures Indicate That Ingram Micro Holding (NYSE:INGM) Is Using Debt ExtensivelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Jan 06Stord, Inc. acquired Shipwire, Inc. from Ingram Micro Holding Corporation (NYSE:INGM).Stord, Inc. acquired Shipwire, Inc. from Ingram Micro Holding Corporation (NYSE:INGM) on January 1, 2026. Stord, Inc. completed the acquisition of Shipwire, Inc. from Ingram Micro Holding Corporation (NYSE:INGM) on January 1, 2026.
Reported Earnings • Oct 31Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$0.42 (up from US$0.35 in 3Q 2024). Revenue: US$12.6b (up 7.2% from 3Q 2024). Net income: US$99.5m (up 29% from 3Q 2024). Profit margin: 0.8% (up from 0.7% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) missed analyst estimates by 5.1%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Electronic industry in the US.
お知らせ • Oct 31+ 1 more updateIngram Micro Holding Corporation Provides Earnings Guidance for the Fourth Quarter Ending December 27, 2025Ingram Micro Holding Corporation provided earnings guidance for the fourth quarter ending December 27, 2025. For the period, the company expects net sales in the range of $14,000 million to $14,350 million.
お知らせ • Oct 28Ingram Micro Holding Corporation Announces Agentic Ai Capabilities, Adds Google's Gemini Models to Xvantage AI FactoryIngram Micro Holding Corporation announced the first enterprise-grade AI Agent built within its patented Ingram Micro Xvantage AI Factory, using Google's Gemini large language models. This new agent, known as the Sales Briefing Assistant, marks the Company's first production release of an AI Agent built using Gemini models, and introduces a new standard for intelligent, scalable sales enablement in the enterprise. Built to accelerate customer growth opportunities and success, the AI-powered digital sales company synthesizes real-time, context-aware market insights, sales signals and recommendations into a single brief for Ingram Micro's sales teams. By integrating Google's Gemini models within Ingram Micro's AI Factory and more than 400 existing AI models, the company is strengthening its ability to anticipate customer needs, accelerate decisions, and drive measurable business impact throughout the organization and the IT ecosystem. Ingram Micro's AI Factory serves as a strategic and operational model for continuously producing, deploying, and improving AI-driven systems within Xvantage.
分析記事 • Oct 25Investors Continue Waiting On Sidelines For Ingram Micro Holding Corporation (NYSE:INGM)With a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...
お知らせ • Oct 16Ingram Micro Holding Corporation to Report Q3, 2025 Results on Oct 30, 2025Ingram Micro Holding Corporation announced that they will report Q3, 2025 results After-Market on Oct 30, 2025
Seeking Alpha • Sep 29Ingram Micro: Operating A Thin Margin LineSummary Ingram Micro Holding Corporation shows accelerating sales growth and low valuation, but faces thin margins and negative free cash flows. INGM's top-line growth is driven by lower-margin activities, limiting earnings impact and causing divergence between reported profits and cash flows. Despite modest dividend increases and manageable leverage, inventory build and soft Q3 sales outlook raise concerns about cash generation. INGM shares appear cheap based on earnings, but greater alignment between earnings and cash flow is needed to support a more bullish stance. Read the full article on Seeking Alpha
お知らせ • Sep 26Ingram Micro Announces Executive ChangesIngram Micro announced the appointment of Flavio Moraes Junior as Managing Director and Chief Country Executive (CCE) for India, effective October 1, 2025. Moraes succeeds Navneet Singh Bindra, who retires after more than 22 years of leadership and service to Ingram Micro India. Moraes transitions to lead Ingram Micro's India operations after a successful tenure as Chief Executive of Ingram Micro Brazil, where he served since 2021. Under his leadership, Ingram Micro Brazil became one of the company's most successful operations in the region, achieving market leadership in cybersecurity, expanding its Cloud Marketplace, and driving the acceleration of the Ingram Micro Xvantage digital platform. Moraes also led the strategic acquisition of a services company, strengthened corporate governance through rigorous process improvements, and guided a cultural transformation that earned the company "Great Place to Work" recognition. With more than 25 years of experience in the technology and telecommunications sectors, Moraes brings deep expertise and proven results from his leadership roles at Claro, Embratel, and Reuters, where he helped build digital and cloud business units from the ground up. Moraes holds a degree in Electrical Engineering from Centro Universitario FEI, an MBA from Fundacao Getulio Vargas, and has recently attended the Stanford Graduate School of Business Executive Program in Leadership and Innovation.
分析記事 • Sep 04Is Ingram Micro Holding (NYSE:INGM) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Aug 26HostPapa, Inc. completed the acquisition of CloudBlue Technologies, Inc. from Ingram Micro Holding Corporation (NYSE:INGM).HostPapa, Inc. signed a definitive agreement to acquire to acquire CloudBlue Technologies, Inc. from Ingram Micro Holding Corporation (NYSE:INGM) on June 4, 2025. As part of the transaction, HostPapa appointed Jorge Carvalho as Chief Executive Officer of CloudBlue and Tarik Faouzi as its General Manager. Closing of the transaction is expected in the third quarter of 2025, subject to the satisfaction of customary closing conditions. HostPapa, Inc. completed the acquisition of CloudBlue Technologies, Inc. from Ingram Micro Holding Corporation (NYSE:INGM) on August 25, 2025.
Major Estimate Revision • Aug 13Consensus EPS estimates fall by 17%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$50.2b to US$50.9b. EPS estimate fell from US$1.89 to US$1.57 per share. Net income forecast to grow 69% next year vs 30% growth forecast for Electronic industry in the US. Consensus price target broadly unchanged at US$24.17. Share price rose 5.7% to US$19.96 over the past week.
Upcoming Dividend • Aug 12Upcoming dividend of US$0.078 per shareEligible shareholders must have bought the stock before 19 August 2025. Payment date: 02 September 2025. Payout ratio is a comfortable 13% but the company is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (1.0%).
Reported Earnings • Aug 07Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: US$0.16 (down from US$0.23 in 2Q 2024). Revenue: US$12.8b (up 11% from 2Q 2024). Net income: US$37.8m (down 25% from 2Q 2024). Profit margin: 0.3% (down from 0.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.7%. Earnings per share (EPS) missed analyst estimates by 60%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Electronic industry in the US.
お知らせ • Aug 07+ 1 more updateIngram Micro Holding Corporation Declares a Quarterly Cash Dividend, Payable on September 2, 2025Ingram Micro Holding Corporation’s board of directors has declared a quarterly cash dividend of $0.078 per share of the Company’s common stock, representing a 2.6% increase from the prior quarterly dividend of $0.076 per share. The dividend is payable on September 2, 2025, to stockholders of record as of August 19, 2025.
分析記事 • Jul 31Is There An Opportunity With Ingram Micro Holding Corporation's (NYSE:INGM) 38% Undervaluation?Key Insights Ingram Micro Holding's estimated fair value is US$32.99 based on 2 Stage Free Cash Flow to Equity Ingram...
お知らせ • Jul 24Ingram Micro Holding Corporation to Report Q2, 2025 Results on Aug 06, 2025Ingram Micro Holding Corporation announced that they will report Q2, 2025 results After-Market on Aug 06, 2025
お知らせ • Jun 30+ 5 more updatesIngram Micro Holding Corporation(NYSE:INGM) dropped from Russell 3000 Growth IndexIngram Micro Holding Corporation(NYSE:INGM) dropped from Russell 3000 Growth Index
お知らせ • Jun 11Ingram Micro to Preview Its Xvantage™ Digital Experience PlatformIngram Micro Holding Corporation will be discussing its Xvantage™ Digital Experience Platform via webinar on July 17, 2025.Ingram Micro’s President of Global Platform Group, Sanjib Sahoo, will be discussing the Company’s platform strategy and value creation by diving into the Xvantage platform foundation architecture. He will provide a preview of various platform components and discuss what it means to be a B2B platform company. Ingram Micro’s award-winning Xvantage™ platform, launched in 2022, is a global, AI-powered digital experience designed to simplify and accelerate how vendor partners and customers do business. By automating key functions like quote creation, order management, and real-time tracking, Xvantage enables companies on the platform to scale operations, improve service delivery, and make smarter, data-driven decisions. Currently active in 20 of the 57 countries where Ingram Micro operates, the platform continues to expand its reach. Built on a data mesh infrastructure and powered by patent-pending technology in over 300 AI and machine learning models and 20 digital engines, Xvantage is redefining the B2B experience and transforming the entire technology value chain.
お知らせ • Jun 05HostPapa, Inc. signed a definitive agreement to acquire to acquire CloudBlue Technologies, Inc. from Ingram Micro Holding Corporation (NYSE:INGM).HostPapa, Inc. signed a definitive agreement to acquire to acquire CloudBlue Technologies, Inc. from Ingram Micro Holding Corporation (NYSE:INGM) on June 4, 2025. Closing of the transaction is expected in the third quarter of 2025, subject to the satisfaction of customary closing conditions.
分析記事 • May 16Ingram Micro Holding (NYSE:INGM) Takes On Some Risk With Its Use Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Major Estimate Revision • May 15Consensus EPS estimates fall by 15%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$49.2b to US$50.0b. EPS estimate fell from US$2.19 to US$1.86 per share. Net income forecast to grow 68% next year vs 25% growth forecast for Electronic industry in the US. Consensus price target broadly unchanged at US$24.08. Share price rose 6.1% to US$20.88 over the past week.
Upcoming Dividend • May 13Upcoming dividend of US$0.076 per shareEligible shareholders must have bought the stock before 20 May 2025. Payment date: 03 June 2025. Payout ratio is a comfortable 5.9% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of American dividend payers (4.7%). Higher than average of industry peers (1.2%).
Reported Earnings • May 09First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: US$0.29 (up from US$0.24 in 1Q 2024). Revenue: US$12.3b (up 8.2% from 1Q 2024). Net income: US$69.2m (up 28% from 1Q 2024). Profit margin: 0.6% (up from 0.5% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) missed analyst estimates by 28%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in the US.
お知らせ • May 09+ 1 more updateIngram Micro Holding Corporation Declares Quarterly Cash Dividend, Payable on June 3, 2025Ingram Micro Holding Corporation’s board of directors has declared a quarterly cash dividend of $0.076 per share of the Company’s common stock, representing a 2.7% increase from the prior quarterly dividend of $0.074 per share. The dividend is payable on June 3, 2025, to stockholders of record as of May 20, 2025.
お知らせ • Apr 19Ingram Micro Holding Corporation, Annual General Meeting, Jun 04, 2025Ingram Micro Holding Corporation, Annual General Meeting, Jun 04, 2025.
お知らせ • Apr 15Ingram Micro Holding Corporation to Report Q1, 2025 Results on May 08, 2025Ingram Micro Holding Corporation announced that they will report Q1, 2025 results After-Market on May 08, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$14.61, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 16x in the Electronic industry in the US.
お知らせ • Mar 18Ingram Micro's Xvantage Integrations Hub Delivers A Plug-And-Play Experience, Virtually Eliminating the Complexity of Software IntegrationsIngram Micro announced that it is simplifying the technology industry's capabilities to innovate and more securely integrate at scale faster with the global launch of its AI-powered Xvantage Integrations Hub. Readily available in nine countries where Xvantage is deployed, Ingram Micro's Xvantage Integrations Hub offers customers and vendors a frictionless experience, dramatically simplifying software integrations by enabling instant access to prebuilt applications and more secure modern workflows. With the new Xvantage Integrations Hub, integrations that could have taken months can now be completed in seconds or minutes, helping customers and vendors significantly speed their transformations. Hub-spot, Salesforce, ZOHO and more are among the ready-to-deploy global and regional integrations. dozens of additional integrations are expected to go live in the Xvantage Integrations Hub throughout 2025. Engineered in-house by Ingram Micro's global platform group, the new X Advantage Integrations Hub uses the power of AI models to integrate instantly and securely with existing SaaS Platforms--including CRM, ERP, RMM, and CPQ (Configure, Price, Quote). This effort speeds up time to value and helps eliminate the need for costly custom software development. The Xvantage Integrations Hub also helps reduce manual workloads, empowering partners to scale efficiently and apply their talent to more valuable business and service lines.
Reported Earnings • Mar 06Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$1.18 (down from US$1.59 in FY 2023). Revenue: US$48.0b (flat on FY 2023). Net income: US$264.2m (down 25% from FY 2023). Profit margin: 0.6% (down from 0.7% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 33%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in the US.
お知らせ • Mar 05+ 1 more updateIngram Micro Holding Corporation Declares Cash Dividend, Payable on March 25, 2025The board of directors of Ingram Micro Holding Corporation has declared a cash dividend of $0.074 per share of the Company’s common stock. The dividend is payable on March 25, 2025, to stockholders of record as of March 11, 2025.
お知らせ • Feb 18Ingram Micro Holding Corporation to Report Q4, 2024 Results on Mar 04, 2025Ingram Micro Holding Corporation announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Mar 04, 2025
Valuation Update With 7 Day Price Move • Jan 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$22.64, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 19x in the Electronic industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$38.19 per share.
お知らせ • Jan 09Ingram Micro Holding Corporation Announces the Promotion of Sanjib Sahoo as President of Global Platform GroupIngram Micro Holding Corporation announced the promotion of globally recognized business and digital leader Sanjib Sahoo to President of Ingram Micro’s Global Platform Group. Sahoo will continue to execute on the company’s vision to become the global technology ecosystem's business-to-business (B2B) platform. This includes leading the continued development and deployment of its digital twin, Xvantage™, a patent-pending B2B technology platform and operating model designed to make it easier for customers and vendors to work with Ingram Micro and create more value. Previously, Sahoo served as the company’s executive vice president, global technology and chief digital officer. Hired in 2021, he set the vision and roadmap for Ingram Micro Xvantage, an AI-driven business platform for Ingram Micro’s team members, customers, and vendor partners that enables real-time interactions, data exchange, insights, and purchasing, significantly reducing the friction from typical B2B transactions. In 2022, Ingram Micro’s digital experience platform broke ground, starting a transformative journey for the technology distributor. With approximately 29 million lines of code, 20 intelligent engines, and 30 patents pending, Xvantage is uniquely and purposefully designed to change how the tech industry works. Now in use in 16 countries, Xvantage is moving the industry from transactions to more interactions by introducing actionable business intelligence for strategic growth and decision-making. As President of the Global Platform Group, Sahoo leads all aspects of platform strategy across Ingram Micro. This includes platform development, the innovation flywheel, global growth, services and support, and the business expansion plans for Ingram Micro’s platform operating model. Sahoo also oversees the key leadership team within Ingram Micro’s Global Platform Group and will continue collaborating with Ingram Micro’s regional Presidents, Chief Country Executives, and other business leaders to transform the company’s operating metrics and drive more growth through Xvantage.
お知らせ • Nov 13Ingram Micro Holding Corporation Provides Earnings Guidance for the Fiscal Fourth Quarter 2024Ingram Micro Holding Corporation provided earnings guidance for the fiscal fourth quarter 2024. For the period, the company expected net sales to be in the range of $13,000 million to $13,500 million. Gross profit is expected to be in the range of $935 million to $985 million.
お知らせ • Nov 05Ingram Micro Holding Corporation to Report Q3, 2024 Results on Nov 12, 2024Ingram Micro Holding Corporation announced that they will report Q3, 2024 results After-Market on Nov 12, 2024
Seeking Alpha • Oct 25Ingram Micro: Technology Distributor Going Public AgainSummary Ingram Micro's IPO saw modest gains, with a reasonable valuation but challenges from sales declines, thin margins, and high-interest expenses. The company, a leading technology distributor, offers custom solutions and has a broad product range, but operates in a competitive and cyclical environment. I remain cautious, awaiting improved sales momentum and clarity on earnings before reconsidering my neutral stance on Ingram Micro. Read the full article on Seeking Alpha
お知らせ • Oct 25Ingram Micro Holding Corporation has completed an IPO in the amount of $409.2 million.Ingram Micro Holding Corporation has completed an IPO in the amount of $409.2 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 18,600,000 Price\Range: $22 Discount Per Security: $1.21 Transaction Features: Reserved Share Offering; Sponsor Backed Offering
Board Change • Oct 24Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. 1 independent director (7 non-independent directors). Independent Lead Director Dale Laurance was the last independent director to join the board, commencing their role in 2001. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
