earnings
confidence high
sentiment negative
materiality 0.75
Ingram Micro Q4 net sales $13.3B (+2.5% YoY); GAAP EPS $0.36 vs $0.61; Q1 guidance weak
Ingram Micro Holding Corp
- Q4 GAAP net income $83.1M ($0.36 diluted EPS) vs $136.5M ($0.61) in Q4'23; non-GAAP EPS $0.92 vs $0.99.
- Full year net sales flat at $48.0B; GAAP EPS $1.18 vs $1.59; non-GAAP EPS $2.79 vs $2.87.
- Q1 2025 guidance: net sales $11.425-11.825B; non-GAAP EPS $0.51-0.61, below Q4's $0.92.
- Dividend of $0.074/share declared payable March 25; $75M share repurchase authorized for secondary offerings.
- Q4 adjusted free cash flow $337.2M (vs $13.4M prior year); $483M debt repaid in 2024.