Ingram Micro Holding Corp · Computers & Peripheral Equipment & Software

INGM

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The short version

A profitable company with growing sales.

Going well

Sales up 14% in the latest quarter vs a year ago
Profitable
Brings in more cash than it spends

Money moves

No insider buying or selling in the last 30 days
Institutions added 1% to their holdings in the quarter ending June 2026 (165 bought, 58 sold)
Held by George Soros (Soros Fund)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$28.46+2.8% that day

Company value: $6.6B; Share price times all shares
Price vs profit (P/E): 15.6x; You pay about $16 for each $1 of yearly profit
Price vs sales: 0.12x; Company value is 0.12 times a year of sales
Dividend yield: 1.1%; Yearly dividend as a share of today's price
Cash vs value: 12%; Cash as a share of company value
Debt vs value: 49%; Debt as a share of company value

From INGM's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$14.5B+14% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $56.0B, up 12% from the 12 months before.

What the price assumes

Your guesses, our math

Move the sliders to your own view of INGM. Starting points are the company's recent numbers.

Sales growth+12% a yearRecently: +12% a yearProfit margin1%Last 12 months: 0.8%P/E at the end16xToday: 15.6x. Many steady companies trade at 12x to 25xShare count change+2% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$98.6B

Profit in 5 years$986M

Price these guesses point to$61.98+118% vs $28.46 todayAbout +17% a year, before dividends

What today's price needs: with a 1% margin and a 16x P/E, sales could shrink about 4.1% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

1/6Weak

MissReturn on equity 15%+Earns a lot on the money owners have in the business.8.2%
MissDebt under half of equityNot relying on borrowed money.0.75x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.0.6%
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$785.4M
MissShare count not growingNot diluting owners. Falling means buybacks.+5.8% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.6.7%

Revenue: $52.6B; +9.5% vs prior year
Total debt: $3.2B; 0.75x equity
Current ratio: 1.33x; short-term assets / bills due
Free cash flow: $785.4M; 1.5% of revenue

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: profitable every year. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jun 27, 2026

Reported Jul 30

Revenue: $14.5B; +13.6% YoY
EPS: $0.48; vs $0.16
Op. margin: 1.6%; +0.5 pts
Gross margin: 6.6%; 0.0 pts
Free cash flow: -$566.1M
Share count: -1.1%; vs a year ago

Insider rating

Last 90 days

No open-market insider buys or sells in the last 90 days.

Weekly insider trend

No trades to chart yet.

Filing buzz

Last 7 days vs normal

0/ 100

This week: 5
Normal week: 0.7
vs normal: 7.1x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Steady+1.0%

Institutions added 1.0% to their holdings. 165 bought, 58 sold.

Shares held by institutions236.8M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

+1.9%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

0.9x · $3.8B debt

Shares outstandingLatest reported

231M

Earnings reports

Last 8

Next reportIn 1 days (est.)Estimated from the same quarter last year

Results filedJul 30
Results filedApr 30
Results filedMar 2
Results filedOct 30, 2025
Results filedAug 6, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

5%+ holder update (passive)Aug 14 · View filing ↗Big holder

Insider trades

Open-market buys and sells, last 90 days

No open-market buys or sells in 90 days. Grants and option exercises are left out.

"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.

Latest filings

Straight from SEC EDGAR

Shares withheld for taxesPaul D BayChief Executive Officer, Director

23,983 shares at $27.50 · $660K

-4% of holdings
Now owns 586,593 shares
Filed 4 days after trade

Oct 23Form 4 ↗

Shares withheld for taxesMichael ZilisExecutive VP & CFO

18,008 shares at $27.50 · $495K

-6% of holdings
Now owns 259,056 shares
Filed 4 days after trade

Oct 23Form 4 ↗

Shares withheld for taxesScott D ShermanExecutive VP, Human Resources

12,985 shares at $27.50 · $357K

-6% of holdings
Now owns 218,942 shares
Filed 4 days after trade

Oct 23Form 4 ↗

Shares withheld for taxesCarolyn HornsteinSVP, Controller & CAO

912 shares at $27.50 · $25K

-3% of holdings
Now owns 35,304 shares
Filed 4 days after trade

Oct 23Form 4 ↗

Shares withheld for taxesAugusto AragoneExecutive VP, Secretary & GC

9,789 shares at $27.50 · $269K

-7% of holdings
Now owns 130,676 shares
Filed 4 days after trade

Oct 23Form 4 ↗

SoldPLATINUM EQUITY, LLC10% owner

1,968,750 shares at $27.19 · $53.5M

-1% of holdings
Now owns 162,372,569 shares
Not a pre-planned sale
Held See footnote
Filed 2 days after trade
Joint filing with 9 others

Sep 15Form 4 ↗

Investor disclosureSep 15 · Form 8-K ↗Insider tradeSep 14 · Form 4 ↗Major agreementSep 10 · Form 8-K ↗Offering prospectusSep 9 · Form 424B7 ↗Offering prospectusSep 9 · Form 424B7 ↗5%+ holder update (passive)Aug 14 · Form SCHEDULE 13G/A ↗Earnings resultsJul 30 · Form 8-K ↗Quarterly reportJul 30 · Form 10-Q ↗Insider tradeJun 17 · Form 4 ↗

Source: SEC EDGAR filings. For informational purposes. Not investment advice.

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