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Ingram Micro Q3 2026: Lifecycle Services Sales Rise 35% as Company Expands ITAD and Repair

Ingram Micro’s lifecycle services sales rose 35% in the third quarter as the distributor expanded its ITAD and repair capabilities. Strong U.S. reverse logistics and repair growth highlights its growing role in hardware recovery, while declining PC units and longer replacement cycles among smaller businesses offer a more cautious signal for future equipment intake. Continue reading below.
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Ingram Micro Holding · Technology distribution and lifecycle services · Fiscal Q3 2026, thirteen weeks ended September 26, 2026 · Results announced October 29, 2026; earnings call at 5:00 p.m. ET · Compared with the thirteen weeks ended September 27, 2025

1. Operational summary

Ingram Micro both distributes new IT hardware and runs an IT asset disposition business. Sales of its lifecycle services, a combined line that Ingram describes as supply chain services plus “IT asset disposition and reverse logistics and repairs,” rose 35%; that is a sales growth rate for the whole line, not an ITAD-only rate or a measure of equipment processed. On the call, CEO Paul Bay said the company is “expanding our ITAD and repair capabilities to help customers recover value from existing technologies while meeting strict data security and sustainability requirements.” The 10-Q reports the same activities as its “Other” line of business, under 5% of net sales. On the distribution side, GPU and AI infrastructure sales rose to about $1.8 billion and PC revenue grew on higher prices while units fell. For ITAD executives, the practical finding is that a large distributor is expanding disposition and repair capabilities alongside its channel business. North America recorded particularly strong lifecycle growth, which Ingram attributed primarily to U.S. reverse logistics and repair.

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Analyst/Author: David Daoud | Principal Analyst

David Daoud has researched the mainstream IT hardware market since 1996 and expanded into hardware disposition research in 2003. He has spearheaded the creation of IDC’s GRADE certification. Since then, David has been providing consulting and expert advice to companies looking to establish best practice in their IT equipment decommissioning and helped leading ITAD service providers assess demand, understand competition, and forecast what’s to come. David is currently the Principal Analyst at Compliance Standards, which focuses entirely on the end-of-life of IT equipment. He can be reached at 754-229-0095 or at ddaoud@compliance-standards.com
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