Ingram Micro 首届资本市场日：重申 Q3 FY2026 指引位于区间高端，给出 FY2026–2029 中长期增长框架

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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM
8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934
Date of Report (Date of Earliest Event Reported):
September 15, 2026
INGRAM MICRO HOLDING CORPORATION
(Exact Name of Registrant as Specified in its Charter)
Delaware
001-42384
86-2249729
(State or other jurisdiction
of incorporation)
(Commission
File Number)
(I.R.S. Employer
Identification Number)
3351 Michelson Drive
,
Suite 100
,
Irvine
,
CA
92612
(Address of Principal Executive Offices) (Zip Code)
Registrant’s telephone number, including area code:
(714)
566-1000
Check the appropriate box below if the Form
8-K
filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule
14a-12
under the Exchange Act (17 CFR
240.14a-12)
☐
Pre-commencement
communications pursuant to Rule
14d-2(b)
under the Exchange Act (17 CFR
240.14d-2(b))
☐
Pre-commencement
communications pursuant to Rule
13e-4(c)
under the Exchange Act (17 CFR
240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading
Symbol(s)
Name of each exchange
on which registered
Common Stock, $0.01 Par Value
INGM
New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule
12b-2
of the Securities Exchange Act of 1934
(§240.12b-2
of this chapter).
Emerging growth company
☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 7.01.
Regulation FD Disclosure.
On September 15, 2026, in connection with its Capital Market Day, Ingram Micro (“Company”) issued a news release reaffirming Q3 Fiscal Year 2026 guidance and providing long-term targets. A copy of the Company’s news release is attached hereto as Exhibit 99.1.
The Company will host an Investor Day beginning at 10:15 a.m. Central Time today, which will be live-webcast and archived on the Company’s Investor Relations website. To access the webcast and corresponding slide presentation, visit https://ir.ingrammicro.com/events-presentations/events.
The information contained in this item 7.01 and item 9.01, including Exhibit 99.1, is being furnished to the Commission, but shall not be deemed “filed” with the Commission for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall such information be deemed incorporated by reference in any filing under the Exchange Act or the Securities Act of 1933, as amended, whether made before or after the date hereof, except as shall be expressly stated by specific reference in any such filing.
Item 9.01.
Financial Statements and Exhibits.
(d) Exhibits.
Exhibit
Number
Description
99.1
Press Release of the Company dated September 15, 2026
104
Cover Page Interactive Data File (embedded within the Inline XBRL document)
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
INGRAM MICRO HOLDING CORPORATION
By:
/s/ Augusto Aragone
Name:
Augusto Aragone
Title:
Executive Vice President, Secretary, and General Counsel
Date: September 15, 2026

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EX-99.1
2
d196598dex991.htm
EX-99.1
EX-99.1
Exhibit 99.1
Ingram Micro Outlines Long-term Strategy,
Intelligence-led
Transformation and Multi-year Financial
Framework at Capital Markets Day
•
Decades of scale, operating history and trusted relationships provide a foundation for long-term value
creation.
•
Company to outline its continuing transformation into the industry’s B2B intelligent operating system
for the global technology ecosystem.
•
Management to introduce a multiyear financial framework focused on profitable growth, cash generation and
disciplined capital allocation.
DALLAS, TEXAS—(BUSINESS WIRE) —Sept. 15, 2026— Ingram Micro Holding Corporation
(NYSE: INGM) will host its inaugural 2026 Capital Markets Day today, beginning at 10:15 a.m. CT at the NYSE Texas in Dallas. Members of the executive leadership team will discuss the company’s journey from a global distribution leader to the
industry’s intelligent operating system for the B2B IT ecosystem. The company will also introduce a multi-year financial framework, summarized below:
Metrics for Fiscal Years 2026-2029E
Targets
Net sales CAGR
~4% to 6%
Gross profit CAGR
~5% to 7%
Operating expenses (annual)
~4.4% to 4.8% of net sales
Non-GAAP
net income CAGR
~11% to 13%
Adjusted free cash flow / adjusted EBITDA (annual)
~30% or more
Adjusted ROIC (four-year average)
~16% to 17%
Additional modeling considerations will be provided in the Capital Markets Day presentation.
“For decades, our scale, reach, and relationships have made Ingram Micro a trusted partner across the global technology ecosystem. Today, we are
entering a new chapter as we build on those strengths to create the industry’s B2B intelligent operating system at scale. We are uniquely positioned to help connect demand and supply in smarter ways so customers and vendor partners can operate
more efficiently and unlock new opportunities for growth,” said Paul Bay, Ingram Micro’s Chief Executive Officer. “The combination of our scale, trusted relationships, and intelligence-driven innovation positions us to create more
value for our customers.”
“The next era of value creation will be defined by intelligence,” said Sanjib Sahoo, Ingram Micro’s
President, Global Platform Group. “With Xvantage
™
, we are bringing together decades of data, workflows, and interactions into an intelligence advantage. Our platform can predict,
recommend, automate, and increasingly take action. What differentiates Ingram Micro is not AI alone, but the combination of proprietary intelligence, the breadth of our relationships in the IT market and our global scale. Every interaction
strengthens the platform, helping our customers and vendor partners achieve better outcomes while solidifying our competitive edge.”
“In the short term, for the third quarter of fiscal 2026 we expect to achieve results at the high end
of the range of the guidance we provided on our second quarter earnings call in late July. And our full year 2026 guidance reflects continued momentum for a strong second half overall. Our long-term financial framework is built on clear objectives
of growing gross profit faster than net sales, driving further operating expense efficiency and leverage, and converting that operating leverage into
non-GAAP
net income growth that, at the midpoint of our
framework, is more than twice the rate of net sales growth,” said Mike Zilis, Ingram Micro’s Chief Financial Officer.
Capital Markets Day
Highlights
•
Unmatched ecosystem reach:
Ingram Micro is a global technology distribution and solutions platform company
serving more than 165,000 customers and more than 1,500 vendors across the globe with the ability to reach nearly 90% of the world’s population through a diversified IT portfolio spanning hardware, software, cloud, and services.
•
One intelligent operating platform:
Xvantage
™
brings together more than 400 AI and machine-learning models into a single platform designed to reduce friction and expand profitability, turning engagement into economic value for both Ingram Micro and its partners.
•
Proprietary intelligence at scale:
Proprietary capabilities such as IDA, the company’s intelligent
digital assistant, and real-time integration capabilities embed intelligence and action directly into the systems customers already use helping to accelerate the sales cycle and increase wins.
•
Higher-quality growth:
Higher-value solutions, services, cloud, and other offerings, including a
reaccelerating lifecycle business and the company’s Enable AI program, are expected to support sustainable growth and market-share gains across the company’s four global regions.
Capital Markets Day Agenda
Ingram Micro’s 2026
Capital Markets Day program includes:
•
CEO Welcome
– Paul Bay on the company’s long-term strategy and its transformation into the
industry’s B2B intelligent operating system;
•
Transforming the Operating Model and Strategy
– Sanjib Sahoo, on how intelligence is reshaping the
way Ingram Micro operates and translating platform capabilities into measurable business outcomes;
•
Customer Panel
– Customers on the value of Ingram Micro, its platform and partnership;
•
Regional Presidents Panel
– The company’s regional leaders to discuss market-specific
execution of one global operating model;
•
Finance Presentation
– Mike Zilis and the finance team on the three-year financial framework and
capital allocation; and
•
Executive Q&A
– Executive leadership will address investor questions following the formal
presentations.
In addition, attendees will have the opportunity to participate in an
in-person
tour of Ingram Micro’s Dallas Fort Worth Advanced Logistic Center, the company’s prototype automated solution “warehouse of the future.”
Webcast Information
A live webcast of the formal
investor presentations will be available beginning at approximately 10:15 a.m. CT at
https://ir.ingrammicro.com/events-presentations/events
. The materials presented during the event and a replay of the event will be made available on the
company’s IR website following the conclusion of the event.
About Ingram Micro
Ingram Micro is a leading technology company in the global information technology ecosystem. With the ability to reach nearly 90% of the global population, we
play a vital role in the worldwide IT sales channel, bringing products and services from technology manufacturers and cloud providers to a highly diversified base of
business-to-business
technology experts. Through Ingram Micro Xvantage
™
, our
AI-powered
digital platform, we offer what we believe to be the industry’s first comprehensive
business-to-consumer-like
experience, integrating hardware and cloud subscriptions, personalized recommendations, instant pricing, order tracking, and billing automation. We also provide various technology services, including financing, specialized marketing, lifecycle
management, and technical
pre-
and post-sales professional support. Learn more at
www.ingrammicro.com
.
Use of
Non-GAAP
Financial Measures
In addition to results presented in accordance with U.S. generally accepted accounting principles (GAAP), this release refers to
non-GAAP
financial measures, including
non-GAAP
net income, adjusted EBITDA, adjusted free cash flow, the ratio of adjusted free cash flow to adjusted EBITDA, and
adjusted return on invested capital (ROIC). Management believes these measures provide useful supplemental information to investors regarding the company’s operating performance, cash generation and capital efficiency, and are used internally
to evaluate the business and establish operational goals. These
non-GAAP
measures should not be considered in isolation or as a substitute for the most directly comparable GAAP measures and may not be
comparable to similarly titled measures used by other companies.
We define
non-GAAP
net income as net income adjusted to give effect
to (i) amortization of intangibles, (ii) restructuring costs incurred primarily related to employee termination benefits in connection with actions to align our cost structure in certain markets, (iii) net realized and unrealized
foreign currency exchange gains and losses including net gains and losses on derivative instruments not receiving hedge accounting treatment, (iv) costs of integration, transition, and operational improvement initiatives, which includes
development and implementation activities associated with the Company’s digital experience platform Xvantage
TM
and a broader transformation program focused on optimizing and modernizing the
Company’s operating systems, as well as consulting, retention and transition costs associated with our organizational effectiveness programs charged to selling, general and administrative expenses, (v) cash-based compensation expense
associated with our cash-based long-term incentive program for certain employees in lieu of equity-based compensation prior to our IPO, (vi) stock-based compensation expense for restricted stock units issued in connection with our IPO,
(vii) certain other items as defined in our credit agreements, (viii) the GAAP tax provisions for and/or valuation allowances on items (i), (ii), (iii), (iv), (v), (vi) and (vii), and (ix) the GAAP tax provisions for and/or valuation
allowances on large
non-recurring
or discrete items. This metric differs from adjusted net income, which is a component of adjusted ROIC as described below.
We define adjusted EBITDA as EBITDA (calculated as net income before net interest expense, income taxes, depreciation and amortization expenses) adjusted to
give effect to (i) restructuring costs incurred primarily related to employee termination benefits in connection with actions to align our cost structure in certain markets, (ii) net realized and unrealized foreign currency exchange gains
and losses including net gains and losses on derivative instruments not receiving hedge accounting treatment, (iii) costs of integration, transition, and operational improvement initiatives, which includes development and implementation
activities associated with the Company’s digital experience platform Xvantage
TM
and a broader transformation program focused on optimizing and modernizing the Company’s operating
systems, as well as consulting, retention and transition costs associated with our organizational effectiveness programs charged to selling, general and administrative expenses, (iv) cash-based compensation expense associated with our cash
-based long-term incentive program for certain employees in lieu of equity-based compensation prior to our initial public offering in October 2024 (the “IPO”), (v) stock-based compensation expense for restricted stock units issued in
connection with our IPO, and (vi) certain other items as defined in our credit agreements.
We define adjusted free cash flow as net income adjusted to give effect to (i) depreciation and
amortization, (ii) other
non-cash
items and changes to
non-working
capital assets/liabilities, (iii) changes in working capital, (iv) proceeds from the
deferred purchase price of factored receivables, and (v) capital expenditures.
Adjusted ROIC is defined as adjusted net income divided by the
invested capital for the period. Adjusted net income for a particular period is defined as net income plus (i) other income/expense, (ii) amortization of intangibles, (iii) restructuring costs incurred primarily related to employee
termination benefits in connection with actions to align our cost structure in certain markets, (iv) integration and transition costs, plus (v) the GAAP tax provisions for and/or valuation allowances on items (i), (ii), (iii) and (iv),
plus (vi) the GAAP tax provisions for and/or valuation allowances on large
non-recurring
or discrete items.
The company has not provided a reconciliation of its forward-looking long-term
non-GAAP
financial framework to the
most directly comparable forward-looking GAAP measures because certain items required for such reconciliations cannot be reasonably predicted without unreasonable effort, and their variability could have a significant impact on future GAAP results.
Forward-Looking Statement
This release contains
forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements may also be identified by their use of terminology such as
“believes,” “expects,” “may,” “will,” “should,” “seeks,” “intends,” “plans,” “estimates,” or “anticipates,” or similar
expressions which concern our strategy, plans, projections or intentions, but such words are not exclusive means of identifying forward-looking statements in this release. Statements in this release that are not historical facts are forward-looking
statements, including statements regarding the company’s strategy, transformation, outlook, guidance, trends, plans, assumptions, expectations, commitments, intentions, market opportunities, the Xvantage
™
platform, and the company’s long-term financial framework and objectives (including net sales, gross profit, operating expenses,
non-GAAP
net
income, adjusted free cash flow, adjusted EBITDA, adjusted ROIC and capital allocation). These statements are based on management’s current expectations and are subject to known and unknown risks, uncertainties and other factors that could
cause actual results to differ materially, including economic and geopolitical conditions, IT spending, competition, supplier and customer concentration, execution of the company’s strategy and platform initiatives, changes in foreign currency
exchange rates, and other risks described in the company’s filings with the U.S. Securities and Exchange Commission. The company’s long-term financial framework does not constitute guidance for any particular period and should not be
interpreted as a projection of results for any specific fiscal year. The company assumes no obligation to update any forward-looking statement except as required by law.
###
Investor and Media Contacts
Investor Relations
Willa McManmon
Vice President, Investor Relations
investors@ingrammicro.com
Media Relations
Lisa Zwick
Executive Director, Corporate Communications
Lisa.Zwick@ingrammicro.com
949-230-8794