Ingram Micro Posts Record Q2 2026 Results with Strong Operating Leverage — Ingram Micro Holding Corporation

Event summary

Ingram Micro reported net sales of $14.5 billion in Q2 2026, up 13.6% year-over-year.
Net income on a GAAP basis was $110.9 million, up 193.1% year-over-year.
Non-GAAP net income of $191.4 million, or $0.82 per share, up 34.5% versus the same period last year.
Asia-Pacific region was the second-largest in terms of both net sales and operating margin.
The company announced a 2.4% increase in its quarterly dividend.

The big picture

Ingram Micro's record Q2 2026 results highlight the scalability and earnings power of its operating model. The company's diversified portfolio and disciplined execution are driving healthy demand across various business segments, particularly in AI and cloud-based solutions. The strong performance in the Asia-Pacific region underscores the global reach and strategic importance of emerging markets.

What we're watching

Market Expansion: How Ingram Micro will sustain its growth in the Asia-Pacific region, which showed significant gains.
Operational Efficiency: Whether the company can maintain its strong operating leverage and cost management strategies.
AI Opportunity: The pace at which AI continues to represent a significant and expanding opportunity for Ingram Micro.