Ingram Micro Holding Corporation (INGM) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

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. Please go ahead. Thank you, Operator. I'm here today with Paul Bay, Ingram Micro's CEO, and Mike Zylis, 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. Actual results may differ materially from those mentioned in these forward-looking statements because of risks and uncertainties discussed in today's earnings release and in our filings with the SEC. We do not intend to update any forward-looking statements. During this call, we will reference certain non-GAAP financial information. Reconciliations of non-GAAP results to GAAP results are included in our earnings press release and the related Form 8K available on the SEC website or on our investor relations website. With that, I'll turn the call over to Paul. Good afternoon, and thank you for joining today's call. The third quarter was strong with revenues of $12.6 billion of 7.2% year-over-year and above the high end of our guidance. Non-GAAP diluted earnings per share was 72 cents at the high end of our guidance, despite a small impact from the ransomware incident in July. As I shared last quarter, our team responded quickly and effectively to the incident, restoring operations with minimal business disruption, which is reflected in our results. In terms of market dynamics, We ...