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Dec 28, 2024

Ingram Micro Holding Corporation Q4 2024 Earnings Report

Reported a return to year-over-year revenue growth, driven by strong performance in Cloud and in Client and Endpoint Solutions

Key Takeaways

Ingram Micro reported Q4 net sales of $13.3 billion, a 2.5% increase year-over-year. Net income was $83.1 million, or $0.36 per share, and non-GAAP net income was $213.1 million, or $0.92 per share. The company highlighted strong performance in Cloud and Client and Endpoint Solutions and generated $337.2 million in adjusted free cash flow.

Net sales increased by 2.5% year-over-year to $13.3 billion.

Net income was $83.1 million, or $0.36 per share.

Non-GAAP net income was $213.1 million, or $0.92 per share.

Adjusted free cash flow was $337.2 million.

Total Revenue
$13.3B
Previous year: $13B
+2.5%
EPS
$0.92
Gross Margin
7.01%
Operating Margin
1.86%
Gross Profit
$936M
Previous year: $979M
-4.3%
Cash and Equivalents
$918M
Previous year: $948M
-3.2%
Free Cash Flow
$337M
Previous year: -$37.5M
-999.5%
Total Assets
$18.8B
Previous year: $18.4B
+2.0%

Ingram Micro Holding Corporation

Ingram Micro Holding Corporation

Ingram Micro Holding Corporation Revenue by Geographic Location

Forward Guidance

The company provided guidance for the first quarter of 2025, with net sales expected to be between $11.425 billion and $11.825 billion and non-GAAP diluted EPS between $0.51 and $0.61.

Positive Outlook

  • Continued strengthening market in the North America and Latin America regions
  • Heavier concentration towards client and endpoint solutions
  • Heavier concentration towards large enterprise customers

Challenges Ahead

  • Softer demand environment in western European markets
  • Significant competitive pressures on pricing of large projects in India

Revenue & Expenses

Visualization of income flow from segment revenue to net income