$INGM (INGRAM MICRO HOLDING) — Q2 FY26

Non-GAAP EPS of $0.82 exceeded the high end of guidance, with GAAP EPS of $0.48. Revenue of $14.5B rose 13.6% YoY and surpassed the guided range, driven by broad-based growth across all geographic segments. The key driver was significant operating leverage, with non-GAAP net income growing 34.5%—over twice the rate of gross profit growth—highlighting scalability of the operating model. Q3 guidance calls for revenue of $13.55B-$13.95B and non-GAAP EPS of $0.72-$0.82.

Non-GAAP EPS of $0.82 exceeded the high end of guidance, with GAAP EPS of $0.48. Revenue of $14.5B rose 13.6% YoY and surpassed the guided range, driven by broad-based growth across all geographic segments. The key driver was significant operating leverage, with non-GAAP net income growing 34.5%—over twice the rate of gross profit growth—highlighting scalability of the operating model. Q3 guidance calls for revenue of $13.55B-$13.95B and non-GAAP EPS of $0.72-$0.82.