Equity Profile

INGM

Ingram Micro Holding Corporation

Information TechnologyTechnology Distributors$6.5B

Aug6Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Ingram Micro Holding Corporation is a key player in the Information Technology sector, specializing in technology distribution. The company plays a vital role in the supply chain for IT products, which includes hardware, software, and cloud services, making it significant in the current tech-driven economy.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a crucial measure of profitability and will indicate how well the company is managing costs and generating income.

$0.77

Revenue

Revenue reflects the overall sales performance and demand for technology products, which is essential for assessing growth.

$13.8B

Wall Street expectations, options signals, track record, and call prep available with Pro.

INGM Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 7Q

EPS Beat Streak

EPS Beat Rate

86%

Avg EPS Surprise

+4.73%

Avg Stock Reaction

+0.84%

Last Quarter Recap

In the last quarter, Ingram Micro reported an EPS of $0.75, exceeding expectations by 6.53%. The stock reacted positively, gaining 1.55% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Ingram Micro to report solid earnings, with EPS and revenue estimates indicating continued growth. The market is keenly watching for any surprises.

Bull Case

If Ingram Micro exceeds the EPS estimate, it could signal strong demand for technology products and effective cost management, leading to a positive stock reaction.

Bear Case

Conversely, if the company falls short of expectations, it may raise concerns about demand in the technology sector, potentially leading to a negative stock response.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.77

EPS is a crucial measure of profitability and will indicate how well the company is managing costs and generating income.

Revenue

$13.8B

Revenue reflects the overall sales performance and demand for technology products, which is essential for assessing growth.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $0.77?

A beat on EPS would reinforce confidence in the company's profitability and operational efficiency, potentially driving the stock higher.

What is the outlook for revenue growth compared to the consensus of $13.8B?

Revenue growth is crucial for assessing demand in the technology sector, and any shortfall could raise concerns about future performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the impact of recent partnerships and market demand for cloud services, which could drive better-than-expected results.

Supporting Evidence

The company's recent performance has consistently beaten EPS estimates, indicating stronger operational execution.

Options pricing suggests a significant move, which may reflect market anticipation of positive news not fully captured in consensus estimates.

Key Risk

If cloud revenue significantly exceeds expectations, it could shift the narrative around the company's growth potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing the company's ability to maintain growth in a competitive technology landscape, making these thresholds critical.

Bull Confirmed If

An EPS of $0.80 or higher would confirm strong demand and effective cost management.

Bear Confirmed If

An EPS below $0.68 would indicate potential issues in profitability and demand.

Pre-Earnings Positioning

Options Market

Implied Move

±20.97%

Historical Avg

±2.0%

Pricing rich

The options market is pricing in a significant move, suggesting that traders anticipate volatility around the earnings report.

Options are pricing ±21.0% while INGM has averaged ±2.0% over the last 7 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

42.1%

Calls (2K)P/C Ratio: 0.02Puts (0)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Ingram Micro beats expectations, history suggests a potential stock increase of around +1.33%, confirming strong operational performance.

In-Line / Cautious

An in-line report may lead to a muted reaction, as investors await further guidance on future growth.

Miss

If the company misses expectations, history suggests a potential decline, with an average move of around -1.82% following misses.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on demand trends for cloud services and technology products.
2Insights into cost management strategies and their impact on profitability.
3Updates on partnerships or new contracts that could influence future revenue.
4Management's outlook on market conditions and competitive landscape.
5Any changes to guidance or expectations for the next quarter.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Danaos Corporation

Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a crucial measure of profitability and will indicate how well the company is managing costs and generating income.

$0.77

Revenue

Revenue reflects the overall sales performance and demand for technology products, which is essential for assessing growth.

$13.8B

Wall Street expectations, options signals, track record, and call prep available with Pro.

INGM Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 7Q

EPS Beat Streak

EPS Beat Rate

86%

Avg EPS Surprise

+4.73%

Avg Stock Reaction

+0.84%

Last Quarter Recap

In the last quarter, Ingram Micro reported an EPS of $0.75, exceeding expectations by 6.53%. The stock reacted positively, gaining 1.55% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Ingram Micro to report solid earnings, with EPS and revenue estimates indicating continued growth. The market is keenly watching for any surprises.

Bull Case

If Ingram Micro exceeds the EPS estimate, it could signal strong demand for technology products and effective cost management, leading to a positive stock reaction.

Bear Case

Conversely, if the company falls short of expectations, it may raise concerns about demand in the technology sector, potentially leading to a negative stock response.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.77

EPS is a crucial measure of profitability and will indicate how well the company is managing costs and generating income.

Revenue

$13.8B

Revenue reflects the overall sales performance and demand for technology products, which is essential for assessing growth.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $0.77?

A beat on EPS would reinforce confidence in the company's profitability and operational efficiency, potentially driving the stock higher.

What is the outlook for revenue growth compared to the consensus of $13.8B?

Revenue growth is crucial for assessing demand in the technology sector, and any shortfall could raise concerns about future performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the impact of recent partnerships and market demand for cloud services, which could drive better-than-expected results.

Supporting Evidence

The company's recent performance has consistently beaten EPS estimates, indicating stronger operational execution.

Options pricing suggests a significant move, which may reflect market anticipation of positive news not fully captured in consensus estimates.

Key Risk

If cloud revenue significantly exceeds expectations, it could shift the narrative around the company's growth potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing the company's ability to maintain growth in a competitive technology landscape, making these thresholds critical.

Bull Confirmed If

An EPS of $0.80 or higher would confirm strong demand and effective cost management.

Bear Confirmed If

An EPS below $0.68 would indicate potential issues in profitability and demand.

Pre-Earnings Positioning

Options Market

Implied Move

±20.97%

Historical Avg

±2.0%

Pricing rich

The options market is pricing in a significant move, suggesting that traders anticipate volatility around the earnings report.

Options are pricing ±21.0% while INGM has averaged ±2.0% over the last 7 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

42.1%

Calls (2K)P/C Ratio: 0.02Puts (0)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Ingram Micro beats expectations, history suggests a potential stock increase of around +1.33%, confirming strong operational performance.

In-Line / Cautious

An in-line report may lead to a muted reaction, as investors await further guidance on future growth.

Miss

If the company misses expectations, history suggests a potential decline, with an average move of around -1.82% following misses.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on demand trends for cloud services and technology products.
2Insights into cost management strategies and their impact on profitability.
3Updates on partnerships or new contracts that could influence future revenue.
4Management's outlook on market conditions and competitive landscape.
5Any changes to guidance or expectations for the next quarter.