NYSE$INGM
Ingram Micro Holding Corporation · Q4 2025 earnings
Q4 2025 earnings · · After market close · Investor relations
Briefing
Ingram Micro reported Q4 2025 net sales of $14.9B and non-GAAP diluted EPS of $0.96.
Q4 net sales of $14.9 billion rose 11.5% year over year, above guidance. GAAP diluted EPS was $0.51 and non-GAAP diluted EPS was $0.96. Operating expenses fell 74 bps to 4.41% of net sales. Q4 adjusted free cash flow was $1.63 billion.
- FY25 net sales $52.6B (+9.5%).
- Q4 operating cash flow $1.56B.
- $100M share repurchase authorization; $200M term loan repayment.
- Technology demand and cost discipline drove margin expansion.
Headline financials
Revenue & EPS history
Ingram Micro Holding Corporation · Revenue · Quarterly
$14.9B
Forward guidance
FY26 outlook discussed on earnings call; capital returns and leverage in focus.
Tailwinds
- Strong Q4 cash generation.
- Operating expense ratio improvement.
Headwinds
- IT distribution cyclicality.
- FX and mix on margins.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 6 quarterly earnings reports · overlaid with Q4 2025
+1.3%
Avg return
Earnings day
-1.9%
Avg return
5 days after
-3.3%
Avg return
30 days after
57%
4 / 7 earnings
Positive
+14.2%
Q4 2025
Best reaction
-5.5%
Q4 2024
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +1.6% | -6.0% | -6.8% | |
| Q4 2025 | +14.2% | +3.3% | +15.9% | |
| Q3 2025 | +3.2% | +0.5% | -2.9% | |
| Q2 2025 | +0.1% | +1.2% | +6.0% | |
| Q1 2025 | -2.1% | +5.0% | +1.9% | |
| Q4 2024 | -5.5% | -9.8% | -24.7% | |
| Q3 2024 | -2.5% | -7.6% | -12.2% | |
| Q2 2024 | — | — | — | |
| Q1 2024 | — | — | — | |
| Q4 2023 | — | — | — | |
| Q3 2023 | — | — | — | |
| Q4 2014 | — | — | — | |
| Q4 2013 | — | — | — |
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