Ingram Micro Holding Corporation (INGM) Q3 2025 Earnings Call Transcript
Ingram Micro Holding Corporation ( INGM ) Q3 2025 Earnings Call October 30, 2025 5:00 PM EDT Company Participants Willa Mcmanmon - Vice President of Investor Relations Paul Bay - CEO & Director Michael Zilis - Executive VP & CFO Conference Call Participants Ruplu Bhattacharya - BofA Securities, Research Division Maya Neuman - Morgan Stanley, Research Division David Paige Papadogonas - RBC Capital Markets, Research Division Logan Katzman - Raymond James & Associates, Inc., Research Division Alek Valero - Loop Capital Markets LLC, Research Division Presentation Operator Thank you for joining Ingram Micro's Third Quarter 2025 Earnings Call. I'll now hand the call over to Willa Mcmanmon, Vice President of Investor Relations.
Ingram Micro (INGM) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Ingram Micro (INGM) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Ingram Micro (INGM) Surpasses Q3 Earnings and Revenue Estimates
Ingram Micro (INGM) came out with quarterly earnings of $0.72 per share, beating the Zacks Consensus Estimate of $0.67 per share. This compares to earnings of $0.72 per share a year ago.
Ingram Micro Holding Corporation (INGM) Q2 2025 Earnings Call Transcript
Ingram Micro Holding Corporation (NYSE:INGM ) Q2 2025 Earnings Conference Call August 6, 2025 5:00 PM ET Company Participants Michael Zilis - Executive VP & CFO Paul D. Bay - CEO & Director Willa Mcmanmon - Vice President of Investor Relations Conference Call Participants Adam Tyler Tindle - Raymond James & Associates, Inc., Research Division Amit Jawaharlaz Daryanani - Evercore ISI Institutional Equities, Research Division Ananda Prosad Baruah - Loop Capital Markets LLC, Research Division David Paige Papadogonas - RBC Capital Markets, Research Division Erik William Richard Woodring - Morgan Stanley, Research Division Joseph Lima Cardoso - JPMorgan Chase & Co, Research Division Karl Ackerman - BNP Paribas Exane, Research Division Michael Ng - Goldman Sachs Group, Inc., Research Division Ruplu Bhattacharya - BofA Securities, Research Division Operator Greetings, and welcome to the Ingram Micro Second Quarter 2025 Earnings Call.
Ingram Micro (INGM) Reports Q2 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Ingram Micro (INGM) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Ingram Micro says identified ransomware on certain of its internal systems
Ingram Micro said on Saturday it recently identified ransomware on certain of its internal systems.
Ingram Micro Holding Corporation (INGM) Q1 2025 Earnings Call Transcript
Ingram Micro Holding Corporation (NYSE:INGM ) Q1 2025 Results Conference Call May 8, 2025 5:00 PM ET Company Participants Willa McManmon - Vice President, Investor Relations Paul Bay - Chief Executive Officer Michael Zilis - Chief Financial Officer Conference Call Participants Samik Chatterjee - JPMorgan Erik Woodring - Morgan Stanley Ananda Baruah - Loop Capital Ruplu Bhattacharya - Bank of America Adam Tindle - Raymond James Karl Ackerman - BNP Paribas Matt Niknam - Deutsche Bank Maggie Nolan - William Blair Willa McManmon I'm here today with Paul Bay, Ingram Micro's CEO; and Mike Zilis, our CFO. 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 expectations for future fiscal periods.
Ingram Micro Holding Corporation (INGM) Q4 2024 Earnings Call Transcript
Ingram Micro Holding Corporation (NYSE:INGM ) Q4 2024 Results Conference Call March 4, 2025 5:00 PM ET Company Participants Willa McManmon - Vice President, Investor Relations Paul Bay - Chief Executive Officer Michael Zilis - Chief Financial Officer Conference Call Participants Michael Ng - Goldman Sachs Erik Woodring - Morgan Stanley Samik Chatterjee - JPMorgan Chase Ruplu Bhattacharya - Bank of America Surinder Thind - Jefferies Matt Niknam - Deutsche Bank Adam Tindle - Raymond James David Paige - RBC Capital Markets Amit Daryanani - Evercore ISI Maggie Nolan - William Blair Operator Greetings. Welcome to Ingram Micro Fourth Quarter and Fiscal 2024 Earnings Call.
Ingram Micro Is A Recent IPO That Can Deliver Considerable Upside
Ingram Micro, a recent IPO, is undervalued with strong free cash flow, resilient working capital, essential tech industry role, and multiple near-term tailwinds, suggesting a potential valuation rerate. The company benefits from a robust distribution network, vendor return policies, and resilient capital structure, making it stable and adaptable during economic downturns. Key catalysts include an impending PC refresh cycle, initiation of dividends in 2025, and the global rollout of the Xvantage digital platform.
Top 3 Tech Stocks Which Could Rescue Your Portfolio In Q4
The most oversold stocks in the information technology sector presents an opportunity to buy into undervalued companies.
Ingram Micro Holding Corporation (INGM) Q3 2024 Earnings Call Transcript
Ingram Micro Holding Corporation (NYSE:INGM ) Q3 2024 Results Conference Call November 12, 2024 5:00 PM ET Company Participants Willa McManmon - Head of IR Paul Bay - CEO Michael Zilis - CFO Conference Call Participants Samik Chatterjee - JPMorgan Maggie Nolan - William Blair Mark Cash - Raymond James Chan Park - Stifel Ananda Baruah - Loop Capital Markets Operator Good afternoon. Thank you for joining Ingram Micro's Third Quarter 2024 Earnings Call.
Ingram Micro: Technology Distributor Going Public Again
Ingram Micro's IPO saw modest gains, with a reasonable valuation but challenges from sales declines, thin margins, and high-interest expenses. The company, a leading technology distributor, offers custom solutions and has a broad product range, but operates in a competitive and cyclical environment. I remain cautious, awaiting improved sales momentum and clarity on earnings before reconsidering my neutral stance on Ingram Micro.
