Ingram Micro posts Q3 revenue and profit beat, raises Q4 outlook
Ingram Micro reported Q3 2026 revenue of $15.22 billion, up 20.8% year over year, while adjusted EPS reached $0.91. GAAP net income was $131.08M, or $0.57 per share, and Advanced Solutions sales grew 40.0%, supported by demand for AI infrastructure and GPUs. For Q4 2026, the company guided to revenue of $17.7 billion at the midpoint and adjusted EPS of $1.10 at the midpoint, above consensus estimates.
Why it matters
The results give investors a higher near-term sales and adjusted-profit outlook, with Q4 revenue guidance at the midpoint above the $15.82 billion consensus and adjusted EPS guidance above the $1.06 consensus. Growth in Advanced Solutions and AI infrastructure increases the contribution of higher-growth technology categories to Ingram Micro's results.
Key facts
- 1Q3 2026 revenue was $15.22 billion, representing 20.8% year-on-year growth and a 9.7% beat against consensus estimates of $13.88 billion. finance.yahoo.com
- 2Q3 adjusted EPS was $0.91 versus consensus of $0.78, a 17.2% beat. finance.yahoo.com
- 3Q3 GAAP net income was $131.08M and GAAP EPS was $0.57, up 31.8% and 35.7%, respectively. tradingview.com
- 4Q4 2026 revenue guidance was $17.7 billion at the midpoint, versus consensus of $15.82 billion. finance.yahoo.com
- 5Q4 2026 adjusted EPS guidance was $1.10 at the midpoint, versus consensus of $1.06. finance.yahoo.com
- 6Advanced Solutions net sales increased 40.0% year over year in Q3, driven by AI infrastructure, GPUs, data center solutions and cybersecurity products. investing.com
Summary written by AlphAI AI Desk from 5 of 5 sources. Not investment advice. Figures are as stated by the linked sources.