earnings
confidence high
sentiment neutral
materiality 0.65
Ingram Micro Q3 net sales up 7.2% to $12.6B; GAAP EPS $0.42, non-GAAP $0.72; dividend raised 2.6%
Ingram Micro Holding Corp
2025-Q3 EPS reported
$0.88
revenue$37,678,554,000
- Net sales $12,604M (+7.2% YoY); GAAP net income $99.5M ($0.42 diluted EPS); non-GAAP net income $168.7M ($0.72 diluted EPS).
- Gross margin fell to 6.90% from 7.19% on mix shift to lower-margin categories like servers, AI-enablement, and large enterprise.
- Adjusted EBITDA $342.2M vs $331.6M; Q4 guidance: net sales $14.0-14.35B, non-GAAP EPS $0.85-0.95.
- Dividend increased 2.6% to $0.08/share, payable Nov 24, 2025 to holders of record Nov 10.
- All geographic segments grew YoY: N.America +3.3%, EMEA +5.5%, Asia-Pacific +12.5%, Latin America +13.0%.