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Dec 27, 2025
Ingram Micro Holding Corporation Q4 2025 Earnings Report
Ingram Micro Holding Corporation Q4 2025 Earnings Report
Key Takeaways
Ingram Micro delivered a strong fourth quarter, exceeding the high end of its net sales and EPS guidance. The company achieved 11.5% year-over-year revenue growth and generated its highest quarterly adjusted free cash flow in over a decade, driven by strength in AI-enablement projects and the Xvantage platform.
Net sales of $14.9 billion grew 11.5% year-over-year, surpassing the high end of the guidance range.
Adjusted free cash flow reached $1.63 billion, the highest quarterly level in more than 10 years.
Non-GAAP diluted EPS of $0.96 exceeded the company's guidance and grew 4.3% compared to the prior year.
The Xvantage digital platform now processes the majority of the company's net sales, driving operational efficiency.
Revenue by Geographic Location
Forward Guidance
For Q1 2026, Ingram Micro expects net sales between $12.45 billion and $12.80 billion with non-GAAP EPS growth of 10% to 23%.
Positive Outlook
- Expected year-over-year non-GAAP EPS increase of 10% to 23%.
- Anticipated improvement in gross margins.
- Continued operating expense leverage.
- Momentum in the Xvantage platform and AI-enablement product sets.
- Authorized share repurchase plan of up to $100 million.
Challenges Ahead
- Impact of the CloudBlue divestiture on cloud-based solutions revenue.
- Lower gross margins due to mix shift toward large enterprise and AI projects.
- Potential volatility in foreign currency exchange rates.
- Increased SG&A expenses in certain regions like North America.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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