Earning Analysis
Welcome to our in-depth analysis of Ingram Micro Holding Corp(INGM) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Ingram Micro Holding Corp earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Surprise Analysis
| - | 2025-10-30 | After Hours | 0.67 | 0.72 | +7.46 | 12.21B | 12.60B | +3.25 | +4.08 | +0.50 |
| - | 2025-08-06 | After Hours | 0.60 | 0.61 | +1.67 | 12.00B | 12.79B | +6.66 | -0.11 | +1.17 |
| - | 2025-05-08 | After Hours | 0.56 | 0.61 | +8.93 | 11.62B | 12.28B | +5.67 | -2.39 | +4.98 |
| - | 2025-03-04 | After Hours | 0.91 | 0.92 | +1.10 | 13.21B | 13.34B | +1.03 | -5.53 | -9.06 |
INGM Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Ingram Micro Holding Corp reported performance for , announced on 2025-10-30. The company achieved an EPS of 0.72, compared to analyst estimates of 0.67 by 7.46% . Revenue for the quarter reached 12.60B compared to expectations of 12.21B by 3.25% .
The stock price reacted with a 4.08% one-day change and a 0.50% five-day change following the earnings release. These movements reflect market reaction in Ingram Micro Holding Corp growth trajectory and strategic initiatives.
INGM Earnings Forecast
Looking ahead, Ingram Micro Holding Corp(INGM) remains a focal point for investors seeking growth opportunities. Analyst forecasts for project quarter revenue of and an EPS of .
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 1.95%, while EPS estimates have been Revise Upward by 1.46%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Upward by 4.52% . These revisions correlate with a 8.34% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Ingram Micro Holding Corp long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between INGM's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward
+1.95%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
+1.46%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Upward
+4.52%
In Past 3 Month
Stock Price
Go Up
+8.34%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
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Revenue Estimate-Annual FY 2025:51.86B
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EPS Estimate-Annual FY 2025:2.84
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Stock Price21.69
INGM Revenue and EPS Performance: A Historical Perspective
Ingram Micro Holding Corp revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
(2025-10-30,After Hours):
EPS: 0.72 (Actual) vs.0.67 (Estimate) (7.46%)
Revenue: 12.60B (Actual) vs. 12.21B (Estimate) (3.25%)
Price Reaction: 4.08%(1-Day), 0.50%(5-Day)
(2025-08-06,After Hours):
EPS: 0.61 (Actual) vs.0.60 (Estimate) (1.67%)
Revenue: 12.79B (Actual) vs. 12.00B (Estimate) (6.66%)
Price Reaction: -0.11%(1-Day), 1.17%(5-Day)
(2025-05-08,After Hours):
EPS: 0.61 (Actual) vs.0.56 (Estimate) (8.93%)
Revenue: 12.28B (Actual) vs. 11.62B (Estimate) (5.67%)
Price Reaction: -2.39%(1-Day), 4.98%(5-Day)
Earnings Reaction
The chart below shows how INGM performed 10 days before and after its earnings report, based on data from the past quarters. Typically, INGM sees a +4.16% change in stock price 10 days leading up to the earnings, and a -3.38% change 10 days following the report. On the earnings day itself, the stock moves by +0.80%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed 4.08% on the day following the earnings release and then changed by -7.30% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Ingram Micro Holding Corp (INGM) Q3 2025 Earnings Call Summary
Neutral
2025-10-31
The earnings call reveals mixed financial performance: strong revenue growth but declining margins and adjusted free cash flow outflow. While the company maintains a positive outlook, the ransomware incident and uncertainties in AI impact create caution. Q&A insights suggest stable margins and solid cash flow expectations, but management's lack of clarity on AI and cash flow guidance tempers optimism. Overall, the sentiment is neutral, balancing positive growth and operational performance with concerns over margins and guidance clarity.
Ingram Micro Holding Corp (INGM) Q2 2025 Earnings Call Summary
Neutral
2025-08-06
The earnings call presents a mixed picture: while there is a record revenue growth of 16.2% and positive advancements in server and networking, the guidance for the next quarter is moderate at 3-5%. The Q&A highlights uncertainties in government subsidies and AI revenue impact, and management's evasive answers create some uncertainty. The positive financial performance is offset by cautious guidance and unclear responses, suggesting a neutral stock price reaction.
Ingram Micro Holding Corp (INGM) Q4 2024 Earnings Call Summary
Positive
2025-03-05
The earnings call summary shows strong performance in key areas like Asia Pacific and Latin America, and a robust product performance in cloud and endpoint solutions. The Q&A highlights confidence in 2025 growth and a $200 million share repurchase program, which are positive signals. However, risks like macroeconomic challenges and competitive pricing in India are noted, but the overall outlook remains positive due to strong financial metrics and optimistic guidance.
Ingram Micro Holding Corp (INGM) Q4 2024 Earnings Call Summary
Neutral
2025-03-04
The earnings call presents mixed signals. Financial performance shows slight growth in net sales but declining gross margins and net income. The Q&A reveals uncertainties in the market, particularly in the SMB and public sectors, and unclear management responses. Positive factors include the share repurchase plan and optimistic guidance for 2025, but the lack of immediate growth and competitive pressures offset these. Overall, the sentiment is neutral, with no strong catalysts for significant stock movement in the short term.
Ingram Micro Holding Corp (INGM) Q4 2024 Earnings Call Summary
Neutral
2025-03-04
The earnings call presents mixed signals. While there are strong investments in cloud and digital transformation, financials show flat net sales and declining margins, which are concerning. The Q&A reveals some uncertainties, particularly around tariffs and SMB market weakness. However, optimistic guidance for 2025 and shareholder returns through dividends and buybacks balance these negatives. With no market cap provided, a neutral sentiment is suggested as the stock may not react strongly in either direction.
Ingram Micro Holding Corporation (INGM) Q3 2024 Earnings Call Summary
Neutral
2024-11-13
The earnings call presents a mixed picture: strong investment in cloud services and debt reduction are positives, but declining sales in key regions, regulatory risks, and lack of specific future guidance are concerning. Q&A reveals optimism for future quarters but lacks clarity on crucial metrics. Overall, these factors suggest a neutral sentiment for the stock price in the near term.
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