Every material Form 8-K Ingram Micro Holding Corp has filed with the SEC since September 15, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Ingram Holdco, an affiliate of Platinum Equity, sold 11,000,000 Ingram Micro common shares in a secondary offering priced at $25.90 per share, with Goldman Sachs & Co. LLC as sole underwriter. Ingram Micro is not selling any shares and receives none of the proceeds, but it is repurchasing 1,000,000 shares from the underwriter as part of the offering, which leaves $27,251,500 of capacity under its existing $175 million repurchase program.
Selling stockholder Ingram Holdco, LLC sold 11,000,000 shares at $25.90 per share, priced November 2, 2026.
The underwriter exercised in full its option to buy 1,650,000 more shares on November 3, 2026.
Ingram Micro is repurchasing 1,000,000 shares from the underwriter, funded with cash on hand, under its existing $175 million program.
The offering is expected to close on or about November 4, 2026; the company receives none of the offering proceeds.
Ingram Micro reported fiscal third-quarter 2026 net sales of $15.2 billion, up 20.8%, and GAAP diluted EPS of $0.57 versus $0.42 a year earlier. The company also gave fourth-quarter guidance of $17.5 billion to $17.9 billion in net sales and non-GAAP diluted EPS of $1.05 to $1.15, and declared a quarterly dividend of $0.088 per share. Gross margin narrowed to 6.55% from 6.90%, which the company attributed to a shift toward lower-margin GPU and AI-infrastructure products.
Q3 net sales were $15.2 billion, up 20.8%; GAAP diluted EPS was $0.57 versus $0.42, and non-GAAP diluted EPS was $0.91 versus $0.72
Q4 2026 guidance: net sales of $17.5 billion to $17.9 billion and non-GAAP diluted EPS of $1.05 to $1.15, versus $0.96 in the prior fiscal fourth quarter
Quarterly dividend of $0.088 per share, payable November 23, 2026, to holders of record as of November 9, 2026
Gross margin was 6.55%, down from 6.90% a year earlier
At its Capital Markets Day on September 15, 2026, Ingram Micro reaffirmed its fiscal third-quarter 2026 guidance and expects results at the high end of the range it gave in late July. The company also introduced a multiyear financial framework for fiscal 2026 through 2029, which it states is not guidance for any specific fiscal year.
Expects fiscal Q3 2026 results at the high end of the guidance range provided on its late-July second-quarter earnings call.
Long-term targets for fiscal 2026-2029E include net sales CAGR of about 4% to 6% and non-GAAP net income CAGR of about 11% to 13%.
Adjusted free cash flow to adjusted EBITDA is targeted at about 30% or more annually, and adjusted ROIC at about 16% to 17% on a four-year average.
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