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--(BUSINESS WIRE)--$INGM #ingrammicro--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 Logistics Center, the company’s prototype automated solution “warehouse of the future.” Webcast InformationRead the full story here

Ingram Micro Outlines Long-term Strategy, Intelligence-led Transformation and Multi-year Financial Framework at Capital Markets Day

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