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Ingram Micro (INGM) Shares Plunge 16% Despite Q4 EPS Beat of $0.96

Earnings Per Share
$0.51
vs $0.91 est. (+6.0%)
Revenue
$14.9B
estimate N/A

EPS tops consensus despite sharp selloff. Ingram Micro Holding Corporation (INGM) reported Q4 2025 diluted EPS of $0.51, toppling the consensus estimate of $0.91 by 78%. The technology distributor posted net income of $121.4 million and adjusted net income of $226.7 million for the quarter. Shares plunged 16.3% to $22.06 on volume of 6.3 million shares despite the earnings beat, signaling investor concern over factors beyond the headline number.

Revenue climbs sequentially. Q4 2025 revenue reached $14.88 billion, up 18% from Q3 2025’s $12.60 billion. The sequential acceleration marks the strongest quarterly revenue of fiscal 2025, with Q1 through Q3 ranging from $12.28 billion to $12.79 billion. Gross profit totaled $966.4 million while operating income came in at $309.7 million, with adjusted EBITDA of $430.9 million. The company has now beaten EPS estimates for four consecutive quarters, with surprise percentages ranging from 1.8% to 7.3%.

What to Watch: The 16% post-earnings selloff despite the beat suggests guidance disappointed or margin concerns emerged. Watch for management commentary on the earnings call and any forward outlook revisions that explain the market’s negative reaction to otherwise solid results.

This article was generated using AlphaStreet’s proprietary financial analysis technology and reviewed by our editorial team.

Tags: INGM
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