Ingram Micro reaffirms Q3 guidance, sets 2026-2029 targets at Capital Markets Day
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.
Key points
- 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.
The filing
Written by AI on Nov 9, 2026, 11:45 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on September 15, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.