Ingram Micro Holding Corporation (INGM)

Over the past six months, Ingram Micro's stock price has been influenced by several events. The company reported a 10.9% increase in net sales in Q2 2025 and a 7.2% increase in Q3 2025. A ransomware incident in July 2025 impacted Q3 results by 1% to 1.5% of net sales. Ingram Micro announced new AI capabilities and the integration of Google's Gemini Models into its Xvantage AI Factory. The company increased its quarterly dividend. Speculation of an interest rate cut led to a stock price increase. As of October 8, 2025, INGM stock had risen by 6.32% compared to the previous week, experienced a -2.56% fall over the month, and showed a -2.20% decrease over the last year. The closing stock price on November 26, 2025, was $21.35.

Ingram Micro experiences demand seasonality, particularly within its Commerce & Lifecycle Services. The company anticipates a surge in demand during the holiday shopping season, which historically leads to increased order volumes. To meet this heightened demand, Ingram Micro Commerce & Lifecycle Services plans to hire a significant number of seasonal and regular employees. The company's Q3 2025 earnings call noted that adjusted free cash flow was better than typical Q3 seasonal norms.

Ingram Micro Holding Corp. is an American holding company operating as a global distributor of IT products, cloud, and other services within the Technology Services sector and Information Technology Services industry. Its offerings include client and endpoint solutions, advanced solutions, and cloud-based solutions, encompassing hardware, software, and services like IT Asset Disposition and financing solutions.

Ingram Micro Holding Corp. has a significant global presence with operations in North America, EMEA, Asia-Pacific, and Latin America. The company's Trust X Alliance is expanding its global reach, aiming for 20 countries and 1,000 member companies by the end of 2027. Ingram Micro plays a vital role in the worldwide IT sales channel, reaching nearly 90% of the global population.

Ingram Micro has focused on enhancing its brand through its digital experience platform, Xvantage™, which integrates hardware and cloud subscriptions. In October 2025, Ingram Micro bolstered its reputation for innovation by announcing Agentic AI Capabilities and the addition of Google's Gemini Models to its Xvantage™ AI Factory. The company emphasizes its commitment to world-class ESG practices. A cybersecurity incident in July 2025 could have temporarily impacted the company's brand reputation, but management highlighted a rapid recovery and expanding momentum for the Xvantage digital platform.

Ingram Micro Holding Corp. is primarily owned by institutional shareholders and insiders. Institutional shareholders hold approximately 93.32% to 100.67% of the company's stock, while insiders hold around 1.11% to 180.61%. Platinum Equity LLC is the largest individual shareholder, owning 89.74% of the company. Other major institutional owners include Platinum Equity Advisors LLC/DE, SMALLCAP WORLD FUND INC Class A, American Century Companies Inc, Victory Capital Management Inc, Capital World Investors, Lind Value II ApS, Wellington Management Group LLP, and Jpmorgan Chase & Co.