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Sep 28, 2024

Ingram Micro Holding Corporation Q3 2024 Earnings Report

Reported third quarter results with net sales of $11.8 billion, net income of $77.0 million, and non-GAAP net income of $159.2 million.

Key Takeaways

Ingram Micro reported a slight decrease in net sales compared to the prior year, but demonstrated an increase in gross margin and income from operations. The company's focus on higher-margin cloud-based solutions and optimization of operating expenses contributed to the improved profitability.

Net sales totaled $11.8 billion, a 1.4% decrease year-over-year, impacted by lower sales in North America and Latin America, offset by growth in Asia-Pacific.

Gross margin increased by 2 basis points year-over-year, driven by a shift in sales mix towards higher-margin cloud-based solutions and Other services net sales.

Income from operations increased to $218.2 million, up from $212.4 million in the prior year.

Non-GAAP diluted EPS increased to $0.72, compared to $0.67 in the prior fiscal third quarter.

Total Revenue
$11.8B
Previous year: $11.9B
-1.4%
EPS
$0.72
Gross Margin
7.19%
Operating Margin
1.85%
Gross Profit
$845M
Previous year: $855M
-1.1%
Cash and Equivalents
$849M
Previous year: $865M
-1.8%
Free Cash Flow
-$255M
Previous year: -$317M
-19.6%
Total Assets
$18.6B
Previous year: $18.6B
-0.1%

Ingram Micro Holding Corporation

Ingram Micro Holding Corporation

Ingram Micro Holding Corporation Revenue by Geographic Location

Forward Guidance

The company provided an outlook for fiscal fourth quarter 2024, anticipating net sales between $13.0 billion and $13.5 billion, gross profit between $935 million and $985 million, and non-GAAP diluted EPS between $0.85 and $0.98.

Revenue & Expenses

Visualization of income flow from segment revenue to net income