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Ingram Micro (INGM) investor relations material
Ingram Micro Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary6 Aug, 2025
Executive summary
Q2 net sales rose 10.9% year-over-year to $12.8B, surpassing guidance, with growth across all regions and product categories, led by client and endpoint solutions and large enterprise customers.
Gross profit was $839M, at the upper end of guidance, but gross margin declined due to a shift toward lower-margin products and $10.5M in asset write-downs.
Non-GAAP net income was $142M, with non-GAAP diluted EPS of $0.61 at the high end of guidance; GAAP net income was $37.8M, down year-over-year due to margin pressure and write-downs.
The Xvantage platform drove operational efficiencies, customer engagement, and aided rapid recovery from a July ransomware attack, which had no Q2 impact.
Divestiture of two non-core businesses, including CloudBlue, aligns with platform strategy and operational focus; quarterly dividend increased by 2.6%.
Financial highlights
Q2 net sales reached $12.8B, up 10.9% year-over-year (10.2% FX neutral), with a 0.7% positive FX impact.
Gross profit was $839M (6.56% of net sales), with a $10.5M one-time impact from held-for-sale accounting.
Adjusted EBITDA was $294M, up nearly 5% year-over-year; non-GAAP net income rose over 17% to $142M.
Non-GAAP diluted EPS was $0.61, up 12% from the prior year and at the high end of guidance; GAAP diluted EPS was $0.16, down from $0.25.
Operating expenses were $696M (5.44% of net sales), including a $32.8M write-down related to divestitures.
Outlook and guidance
Q3 net sales guidance: $11.88B–$12.38B, representing over 3% year-over-year growth at midpoint.
Q3 gross profit expected at $815M–$875M, with gross margins just below 7% at midpoint.
Non-GAAP diluted EPS guidance: $0.61–$0.73, including a $0.02–$0.04 impact from the ransomware incident and assuming a 30% effective tax rate.
Guidance reflects conservatism due to potential lost business from the cyberattack and continued margin pressure.
Focus remains on expanding higher-margin cloud and advanced solutions, now over one-third of net sales.
Quantify ransomware incident's Q3 impact.
How does Xvantage drive SMB growth?
Discuss AI-driven hardware purchase trends.
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Next Ingram Micro earnings date
Q3 202530 Oct, 2025
Next Ingram Micro earnings date
Q3 202530 Oct, 2025
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Frequently asked questions
Ingram Micro Holding Corporation is a global provider of technology and supply chain services. The company specializes in the distribution of information technology (IT) hardware, software, and cloud solutions, serving a wide range of industries, including retail, healthcare, education, and government. In addition to distribution, Ingram Micro offers logistics and supply chain services, professional consulting, and technology lifecycle support. The company is headquartered in Irvine, California, and its shares are listed on the New York Stock Exchange (NYSE).
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