earnings
confidence high
sentiment positive
materiality 0.75
Ingram Micro Q3 net sales $11.8B, non-GAAP EPS $0.72, guides Q4 rev $13.0-13.5B
Ingram Micro Holding Corp
2025-Q3 EPS
reported $0.81
vs consensus $0.69
▲ beat
(+18.0%)
- Net sales $11.8B (down 1.4% YoY); GAAP net income $77.0M ($0.35 diluted EPS); non-GAAP net income $159.2M ($0.72 diluted EPS).
- Gross margin 7.19% (up 2 bps YoY) driven by mix shift to higher-margin cloud and services.
- Asia-Pacific region grew net sales to $3.2B (+10% YoY); N. America declined to $4.3B.
- Refinanced Term Loan B extending maturities and reducing interest spread by 25 bps.
- Q4 FY2024 guidance: net sales $13.0-13.5B, non-GAAP diluted EPS $0.85-0.98.