Ingram Micro Holding Corp (NYSE:INGM)

Q3 2025 Ingram Micro Holding Corp Earnings Call Transcript

Oct 30, 2025 / 09:00 PM GMT

Release Date Price: $22.06 (+0.36%)

Transcript 10-Q8-K

Key Points

Positve

Ingram Micro Holding Corp (INGM) reported strong third-quarter revenues of $12.6 billion, up 7.2% year over year, exceeding the high end of their guidance.
The company effectively managed a ransomware incident in July, restoring operations with minimal disruption, which is reflected in their strong financial results.
Ingram Micro Holding Corp (INGM) is gaining market share across most regions and is encouraged by the growing momentum of their Xvantage digital platform.
The company has seen continued momentum across core business lines and geographies, with strong performance in client and endpoint solutions and a third consecutive quarter of growth in the SMB customer category.
Their AI initiatives, including the Enable AI program and the Xvantage platform, are driving significant business outcomes, contributing hundreds of millions of dollars in incremental revenue.

Negative

Advanced Solutions sales were down 4.5% year over year, with declines in virtualization and infrastructure software.
The company experienced a 4% decline in cloud revenues, although this was partially due to a non-core divestiture.
Gross margins were down 29 basis points year over year due to a higher sales mix towards lower-margin client and endpoint solutions.
The ransomware incident in July had a 1 to 1.5% impact on net sales and a 2 to 3 cent impact on EPS.
The company is facing challenges in the European market, with softer macroeconomic conditions impacting growth in the region.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

INGM.N - Ingram Micro Holding Corp
Q3 2025 Ingram Micro Holding Corp Earnings Call
Oct 30, 2025 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for joining Ingram Micro's 3rd quarter 2025 earnings call.

I'll now hand the call over to Willa McMannmann, Vice President of Investor Relations.

Please go ahead

Operator.

I'm here today with Paul Bay, Ingram Micro's CEO and Mike Zyas, our CFfo.

Before I turn the call over to Paul, let me remind you that today's discussion contains forward-looking statements within the meaning of the Federal Securities laws, including predictions, estimates, projections, or other statements about future events, statements about our strategy, demand plans, and positioning, growth, cash flow, capital allocation, and stockholder return, as well as our expect

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