Ingram Micro Holding (INGM) Company Report

Prenetics' IM8 brand achieved a record $9 million in monthly revenue for October, representing 32% month-over-month growth from September's $6.8 million.
The IM8 brand reached approximately $108 million in annualized recurring revenue (ARR) within 11 months of its commercial launch.
Prenetics projects IM8 to reach a minimum of $10 million in monthly revenue by December 2025, with total revenues expected to be approximately $60 million for FY 2025 and between $180 million and $200 million for FY 2026.
This performance follows a successful $44 million equity offering completed last week, which positions IM8 for accelerated global expansion.

Nov 4, 2025, 1:00 PM

Press Release

Ingram Micro Reports Strong Q3 2025 Results and Provides Q4 2025 Guidance

INGM

Earnings

Guidance Update

Revenue Acceleration/Inflection

Ingram Micro reported Q3 2025 revenues of $12.6 billion, an increase of 7.2% year-over-year, and non-GAAP diluted earnings per share of $0.72, both reaching the high end of guidance.
The company provided Q4 2025 guidance projecting net sales between $14 billion and $14.35 billion and non-GAAP diluted EPS in the range of $0.85 to $0.95 per diluted share.
The Xvantage digital platform demonstrated significant momentum, with its intelligent digital assistant (IDA) contributing hundreds of millions of dollars in incremental Q3 revenue and driving over 100% growth in non-U.S. IDA-driven revenue.
Despite a ransomware incident in July that impacted net sales by 1%-1.5% and EPS by $0.02-$0.03, the company saw robust growth in client and endpoint solutions (nearly 13% FX-neutral) and continued sequential growth in the SMB customer category for the third consecutive quarter.

Oct 30, 2025, 9:00 PM

Transcript

Ingram Micro Reports Strong Q3 2025 Results and Issues Q4 Guidance

INGM

Earnings

Guidance Update

New Projects/Investments

Ingram Micro reported Q3 2025 revenues of $12.6 billion, an increase of 7.2% year-over-year, and non-GAAP diluted earnings per share of $0.72, both at the high end of guidance despite a 1% to 1.5% impact on net sales from a July ransomware incident.
For Q4 2025, the company provided guidance expecting net sales between $14 billion and $14.35 billion and non-GAAP diluted EPS in the range of $0.85 to $0.95.
Growth in Q3 was driven by strong demand in client and endpoint solutions, which grew nearly 13% on an FX-neutral basis, and the third consecutive quarter of sequential growth in the SMB customer category.
The Xvantage digital platform continues its momentum, with its Intelligent Digital Assistant (IDA) contributing hundreds of millions of dollars in incremental revenue in Q3 and non-U.S. IDA-driven revenue growing by over 100%. The company also launched a new enterprise-grade AI agent, Sales Briefing Assistant.

Oct 30, 2025, 9:00 PM

Transcript

Ingram Micro Announces Q3 2025 Results and Q4 2025 Guidance

INGM

Earnings

Guidance Update

Ingram Micro reported Net Sales of $12.6 billion for Q3 2025, representing a 7.2% year-over-year increase, and achieved Non-GAAP Diluted EPS of $0.72.
For the year-to-date 2025, Net Sales reached $37.7 billion, an 8.8% year-over-year growth, with Non-GAAP Net Income increasing by 9.8% year-over-year to $455 million.
The company provided Q4 2025 guidance, projecting Net Sales between $14,000 million and $14,350 million and Non-GAAP EPS between $0.85 and $0.95.
Net sales growth was driven by continued momentum across all geographies, particularly in Notebooks/Desktops, Servers and Storage, and geographic strength in Asia Pacific and Latin America, contributing to an improvement in Opex as a percentage of Net Sales by 20 basis points year-over-year in Q3 2025.

Oct 30, 2025, 9:00 PM

Presentation

Ingram Micro Reports Strong Q3 2025 Results and Provides Q4 2025 Guidance

INGM

Earnings

Guidance Update

New Projects/Investments

Ingram Micro reported Q3 2025 revenues of $12.6 billion, an increase of 7.2% year-over-year, and non-GAAP diluted EPS of $0.72, both at the high end of guidance despite a 1% to 1.5% net sales impact from a July ransomware incident.
The company provided Q4 2025 guidance for net sales between $14 billion and $14.35 billion, gross profit between $935 million and $990 million, and non-GAAP diluted EPS in the range of $0.85 to $0.95 per diluted share.
The Xvantage digital platform continues to build momentum, with its Intelligent Digital Assistant (IDA) contributing hundreds of millions of dollars in incremental revenue in Q3 and driving significantly higher quote-to-order conversion rates. Ingram Micro also launched an enterprise-grade AI agent built with its Xvantage AI factory and Google's Gemini large language models.
The SMB customer category achieved its third consecutive quarter of sequential growth, and the company announced a 2.6% increase to its quarterly dividend to be paid in Q4.

Oct 30, 2025, 9:00 PM

Transcript

Ingram Micro Reports Q3 2025 Results and Raises Dividend

INGM

Earnings

Dividends

Guidance Update

Ingram Micro Holding Corporation reported Q3 2025 net sales of $12,604 million, an increase of 7.2% over the prior year, marking its fourth consecutive quarter of net sales growth.
For Q3 2025, GAAP diluted EPS was $0.42 and non-GAAP diluted EPS was $0.72.
The company's board of directors increased the quarterly dividend by 2.6% to $0.08 per share, payable on November 24, 2025.
For Q4 2025, the company expects net sales between $14,000 million and $14,350 million, and non-GAAP diluted EPS between $0.85 and $0.95.

Oct 30, 2025, 8:08 PM

8-K

Ingram Micro Reports Strong Q3 2025 Financial Results

INGM

Earnings

Revenue Acceleration/Inflection

Dividends

Ingram Micro reported net sales of $12,604 million for the fiscal third quarter ended September 27, 2025, an increase of 7.2% over the prior year, marking its fourth consecutive quarter of net sales growth.
GAAP net income for Q3 2025 was $99.5 million, with diluted EPS of $0.42. Non-GAAP net income reached $168.7 million, resulting in non-GAAP diluted EPS of $0.72.
The company's quarterly dividend was increased by 2.6% to $0.08 per share.
Cash used in operations improved to $(146.0) million in Q3 2025, compared to $(277.0) million in the prior fiscal third quarter.

Oct 30, 2025, 8:05 PM

Press Release

Ingram Micro Reports Q4 2024 Return to Top-Line Growth and Provides Q1 2025 Guidance

INGM

Earnings

Guidance Update

Revenue Acceleration/Inflection

Ingram Micro reported Q4 2024 net sales of $13.34 billion, an increase of 2.5% year-over-year, and full-year 2024 net sales of $48.0 billion, which was roughly flat compared to 2023.
The company saw a return to year-over-year top-line growth in Q4, driven by strength in Asia-Pacific and Latin America (both up over 7% on an FX-neutral basis), and North America also returned to growth. Client and Endpoint Solutions showed robust performance.
For Q1 2025, Ingram Micro forecasts net sales in the range of $11.43-$11.83 billion, representing year-over-year growth of 2.6% at the midpoint, and non-GAAP diluted EPS between $0.51-$0.61 per share.
Strategic focus remains on accelerating growth in high-margin Advanced Solutions and Cloud businesses, continued investment in the Xvantage digital platform, and driving operational efficiencies.
The board approved a quarterly cash dividend of $0.74 per share for Q1 2025 and a one-year share repurchase plan of up to $75 million.

Mar 4, 2025, 10:00 PM

Transcript

Ingram Micro Reports Q4 and Full Year 2024 Results, Issues Q1 2025 Guidance, and Announces Capital Returns

INGM

Earnings

Guidance Update

Share Buyback

Ingram Micro reported Q4 2024 net sales of $13.34 billion, an increase of 2.5% year-over-year in US dollars and 3.3% on an FX-neutral basis, with non-GAAP diluted EPS of $0.92. This marked a return to year-over-year top-line growth, driven by strength in Asia-Pacific, Latin America, and North America.
For the full fiscal year 2024, net sales were $48.0 billion, remaining roughly flat compared to 2023, and non-GAAP diluted EPS was $2.79. The company also generated $443.3 million in adjusted free cash flow for the year.
The company provided Q1 2025 guidance, forecasting net sales in the range of $11.43 billion to $11.83 billion, representing 2.6% year-over-year growth at the midpoint, and expects non-GAAP diluted EPS between $0.51 and $0.61 per diluted share.
Ingram Micro's board approved a quarterly cash dividend of $0.74 per share for Q1 2025 and a one-year share repurchase plan of up to $75 million. The company also continued its focus on debt reduction, repaying $483 million of its term loan in 2024 and planning an additional $125 million repayment in March, bringing its net debt to adjusted EBITDA leverage ratio below two times.