Financial Performance - Q2 2025 - Net sales reached $128 billion, a 102% year-over-year increase and 52% above the high end of guidance[10] - Non-GAAP diluted EPS was $061, exceeding the midpoint of guidance by $003[10] - Non-GAAP net income increased by 177% year-over-year to $142 million[10] - Adjusted EBITDA grew by 49% year-over-year to $294 million[10] - Opex leverage improved by 17 bps year-over-year, with Opex at 544% of net sales[10] Financial Performance - H1 2025 - Net sales totaled $251 billion, a 105% year-over-year increase[14] - Non-GAAP net income increased by 144% year-over-year to $287 million[14] - Adjusted EBITDA grew by 39% year-over-year to $585 million[14] - Non-GAAP diluted EPS increased by $007 year-over-year to $122[14] - Opex leverage improved by 46 bps year-over-year, with Opex at 528% of net sales[14] Geographical Performance - Q2 2025 - North America accounted for 39% of net sales[35] - EMEA contributed 27% of net sales[35] - Asia Pacific represented 27% of net sales[35] - Latin America accounted for 7% of net sales[35] Geographical Performance - H1 2025 - North America accounted for 38% of net sales[35] - EMEA contributed 27% of net sales[35] - Asia Pacific represented 28% of net sales[35] - Latin America accounted for 7% of net sales[35] Q3 2025 Guidance - Net revenue is projected to be between $11875 billion and $12375 billion, representing year-over-year growth of 10% to 52%[41] - Gross profit is expected to be approximately $845 million[41] - Non-GAAP diluted EPS is projected to be between $061 and $073, with a midpoint of $067[41]
Ingram Micro Holding Corporation(INGM) - 2025 Q2 - Earnings Call Presentation