other material
confidence high
sentiment positive
materiality 0.60
Ingram Micro sets FY26-29 targets: net sales CAGR 4-6%, non-GAAP net income CAGR 11-13%
Ingram Micro Holding Corp
- Reaffirms Q3 FY2026 guidance at high end of range; full-year 2026 outlook on momentum.
- Net sales CAGR 4-6%, gross profit CAGR 5-7%, non-GAAP net income CAGR 11-13% for FY2026-2029E.
- Targets operating expenses at 4.4-4.8% of net sales; adjusted FCF/EBITDA ~30%+, adjusted ROIC 16-17%.
- CEO Paul Bay and President Sanjib Sahoo present Xvantage platform with 400+ AI models; serves 165k customers, 1,500 vendors.
- Investor Day held Sept 15, 2026 at NYSE Texas in Dallas; webcast available.