Ingram Micro Holding Corporation Common Stock (INGM)

FairStock Score: 58/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look at Ingram Micro as a middleman on a gigantic scale: in fiscal Q2 2026, the quarter ended 2026-06-27, it generated revenue of $14.5B but net income of only $110.9M, a 0.76% margin. That tells me the business is a high-volume, low-margin distributor. Scale and logistics can create some advantages, but this is not a franchise with pricing power; customers and vendors hold the leverage. Growth has been uneven. Fiscal Q2 2026 net income of $110.9M and diluted EPS of $0.48 improved from $37.8M and $0.16 in fiscal Q2 2025, the quarter ended 2025-06-28, but FY2025 net income was $327.9M and EPS $1.39 versus FY2024 $264.2M and $1.18, while FY2023 was stronger at $352.7M and $1.59. The provided Lynch category is SLOW GROWER — Shrinking, citing profit down 48.5% a year over three years and revenue up 1.1%.

In plain English: Ingram Micro distributes computers, phones, cloud services, and other technology products to resellers around the world. It runs on very thin profit margins, and while recent quarterly sales and profit improved from a year earlier, cash flow has been negative. At $28.28, the stock looks roughly fair to slightly expensive compared with the company's current numbers.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-27) · fiscal Q1 2026 10-Q (period ended 2026-03-28) · fiscal Q3 2025 10-Q (period ended 2025-09-27) · fiscal Q2 2025 10-Q (period ended 2025-06-28) · FY2025 10-K (period ended 2025-12-27) · FY2024 10-K (period ended 2024-12-28) · FY2023 10-K (period ended 2023-12-30)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer