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TD SYNNEX (SNX)

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Earnings summaries and quarterly performance for TD SYNNEX.

Research analysts who have asked questions during TD SYNNEX earnings calls.

KH

Keith Housum

Northcoast Research

6 questions for SNX

Also covers: AXON, BRC, CDW +10 more
MN

Michael Ng

Goldman Sachs

6 questions for SNX

Also covers: AAPL, ANET, AXON +20 more
Adam Tindle

Adam Tindle

Raymond James

4 questions for SNX

Also covers: ALRM, ARLO, CDW +14 more
David Paige

David Paige

RBC Capital Markets

4 questions for SNX

Also covers: ADP, APG, CTAS +4 more
DV

David Vogt

UBS Group AG

4 questions for SNX

Also covers: AAPL, ANET, CDW +12 more
JC

Joseph Cardoso

JPMorgan Chase & Co.

4 questions for SNX

Also covers: AXON, CALX, CIEN +9 more
RB

Ruplu Bhattacharya

Bank of America

4 questions for SNX

Also covers: ARW, AVT, CDW +13 more
Alek Valero

Alek Valero

Loop Capital Markets

2 questions for SNX

Also covers: DDD, HPQ, LITE +3 more
AB

Ananda Baruah

Loop Capital Markets LLC

2 questions for SNX

Also covers: BURU, CRUS, DDD +15 more
GW

George Wang

Barclays PLC

2 questions for SNX

Also covers: CDW, FLEX, JBL +2 more
MA

Maya Arms

Morgan Stanley

2 questions for SNX

VC

Vincent Colicchio

Barrington Research Associates

2 questions for SNX

Also covers: ASUR, BBSI, CLMB +9 more
Ashish Sabadra

Ashish Sabadra

RBC Capital Markets

1 question for SNX

Also covers: ADP, CBOE, CLVT +20 more
CC

Catherine Campana

Goldman Sachs Group, Inc.

1 question for SNX

DP

David Pace

RBC Capital Markets

1 question for SNX

DP

David Paige Papadogonas

RBC Capital Markets

1 question for SNX

Also covers: ADP, ADT, APG +5 more
Erik Woodring

Erik Woodring

Morgan Stanley

1 question for SNX

Also covers: AAPL, CDW, CRCT +19 more
GW

George Wong

Barclays

1 question for SNX

MS

Matthew Sheerin

Stifel

1 question for SNX

Also covers: ARW, AVT, CDW +8 more
Maya Neuman

Maya Neuman

Morgan Stanley

1 question for SNX

Also covers: CDW, CRCT, HPQ +4 more

Recent press releases and 8-K filings for SNX.

TD SYNNEX Reports Record Q4 2025 Results and Provides Q1 2026 Guidance
SNX
Earnings
Guidance Update
Share Buyback
  • TD SYNNEX reported record non-GAAP gross billings of $24.3 billion, an increase of 15% year-over-year, and record non-GAAP diluted earnings per share of $3.83, up 24% year-over-year for Q4 fiscal year 2025.
  • The company's Hive segment experienced strong growth, with gross billings increasing by more than 50% year-over-year, driven by sustained broad-based demand in cloud data center infrastructure from hyperscaler customers.
  • For Q1 fiscal year 2026, TD SYNNEX expects non-GAAP gross billings in the range of $22.7 billion to $23.7 billion, representing an increase of approximately 12% at the midpoint, and non-GAAP diluted earnings per share between $3.00 and $3.50.
  • TD SYNNEX generated $1.4 billion in free cash flow for Q4 2025, bringing the annual free cash flow for fiscal year 2025 to $1.4 billion, and returned $742 million to shareholders during the fiscal year.
8 days ago
TD SYNNEX Reports Record Q4 2025 Results and Provides Q1 2026 Guidance
SNX
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • TD SYNNEX achieved record non-GAAP gross billings of $24.3 billion in Q4 2025, a 15% year-over-year increase, and record non-GAAP diluted earnings per share of $3.83, up 24% year over year.
  • For the full fiscal year 2025, the company generated $1.4 billion in free cash flow, marking the third consecutive year exceeding $1 billion, and returned $742 million to shareholders during the fiscal year.
  • Hive's gross billings grew over 50% year over year in Q4 2025, driven by strong demand in cloud data center infrastructure, with continued investments planned for its capabilities and capacity.
  • For Q1 fiscal year 2026, TD SYNNEX anticipates non-GAAP gross billings between $22.7 billion and $23.7 billion and non-GAAP diluted earnings per share in the range of $3.00 to $3.50.
8 days ago
TD SYNNEX Announces Record Q4 2025 Results and Q1 2026 Guidance
SNX
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • TD SYNNEX reported record non-GAAP gross billings of $24.3 billion, an increase of 15% year over year, and record non-GAAP diluted earnings per share of $3.83, up 24% year over year for Q4 2025.
  • The company's Hyve business experienced significant growth with gross billings increasing more than 50% year over year, contributing to strong performance in the Advanced Solutions portfolio, which grew 17% year over year.
  • For Q1 2026, TD SYNNEX anticipates non-GAAP gross billings in the range of $22.7-$23.7 billion and non-GAAP diluted earnings per share between $3-$3.50.
  • TD SYNNEX generated $1.4 billion in free cash flow for both Q4 2025 and the full fiscal year 2025, and returned $742 million to shareholders in FY25 through share repurchases and dividends.
8 days ago
SNX Reports Strong Q4 2025 Results and Provides Q1 2026 Outlook
SNX
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • SNX reported Q4 2025 non-GAAP gross billings of $24.3 billion, a 15% year-over-year increase, driven by broad-based growth across all regions and major product categories.
  • Non-GAAP diluted EPS for Q4 2025 was $3.83, up 24% year-over-year, with the company also generating $1.4 billion in free cash flow and returning approximately $209 million to stockholders.
  • The company's non-GAAP operating margin expanded by 20 basis points year-over-year to 2.86% in Q4 2025, attributed to favorable mix and disciplined margin management.
  • For Q1 2026, SNX anticipates non-GAAP gross billings between $22.7 billion and $23.7 billion and non-GAAP diluted earnings per share between $3.00 and $3.50.
8 days ago
TD SYNNEX Reports Record Fiscal 2025 Fourth Quarter Results and Provides Q1 2026 Outlook
SNX
Earnings
Dividends
Guidance Update
  • TD SYNNEX reported record fiscal 2025 fourth quarter results for the period ended November 30, 2025, with revenue of $17.4 billion, an increase of 9.7% year over year, and non-GAAP diluted EPS of $3.83, an increase of 24.0% year over year.
  • The company generated cash provided by operations of $1.5 billion and free cash flow of $1.4 billion in Q4 FY25.
  • TD SYNNEX returned $209 million to stockholders, consisting of $173 million in share repurchases and $36 million in dividends. A quarterly cash dividend of $0.48 per common share was also announced.
  • For the fiscal 2026 first quarter, the company provided the following outlook :
MetricQ1 2026 Outlook
Revenue ($USD Billions)$15.1 - $15.9
Non-GAAP diluted EPS ($USD)$3.00 - $3.50
8 days ago
TD SYNNEX Announces Fiscal 2025 Fourth Quarter Results
SNX
Earnings
Dividends
Guidance Update
  • TD SYNNEX reported record fiscal 2025 fourth quarter revenue of $17.4 billion, an increase of 9.7% year over year, and non-GAAP diluted EPS of $3.83, up 24.0% year over year.
  • Non-GAAP gross billings for Q4 FY25 grew 14.7% year over year to $24.3 billion.
  • The company generated $1.5 billion in cash from operations and $1.4 billion in free cash flow in Q4 FY25.
  • TD SYNNEX returned $209 million to stockholders through share repurchases and dividends, and declared a quarterly cash dividend of $0.48 per common share.
  • For the fiscal 2026 first quarter, the company projects revenue between $15.1 billion and $15.9 billion and non-GAAP diluted EPS between $3.00 and $3.50.
8 days ago
TD SYNNEX Launches AI Infrastructure-as-a-Service Offering
SNX
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
  • TD SYNNEX (NYSE: SNX) launched its AI Infrastructure-as-a-Service (AI IaaS) offering in North America on October 8, 2025.
  • This new service is made possible through a partnership with Nebius (NASDAQ: NBIS), an AI cloud service provider.
  • The AI IaaS offering provides partners with direct access to NVIDIA GPUs on Nebius infrastructure, enabling them to deliver advanced AI solutions without upfront hardware investment.
  • Key advantages for partners include rapid access to new-generation GPU hardware, lower capital expenditures, and the potential for double-digit margin.
Oct 8, 2025, 1:00 PM
TD SYNNEX Reports Record Q3 2025 Results, Updates FY25 Free Cash Flow Outlook
SNX
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • TD SYNNEX reported record third quarter fiscal 2025 non-GAAP gross billings of $22.7 billion, representing a 12% increase year-over-year (10% in constant currency), and record non-GAAP diluted earnings per share of $3.58, a 25% increase year-over-year, both exceeding the high end of their guidance.
  • The company's HIVE segment demonstrated strong performance, with gross billings increasing in the mid-30s year-over-year and ODM/CM gross billings growing 57% year-over-year, primarily driven by hyperscaler investments in cloud infrastructure. This momentum is expected to continue into Q4.
  • Other key growth areas included Endpoint Solutions, which saw gross billings increase 10% year-over-year due to continued demand for PCs (including AI PCs and the Windows 11 refresh cycle), and Software, which experienced a 26% increase in gross billings, fueled by cybersecurity and infrastructure software.
  • For the fourth quarter of 2025, TD SYNNEX anticipates gross billings in the range of $23 billion to $24 billion and non-GAAP diluted earnings per share between $3.45 and $3.95.
  • The full-year 2025 free cash flow expectation has been revised to approximately $800 million, down from the previous $1.1 billion, primarily due to higher working capital requirements stemming from stronger-than-anticipated growth in the second half of the year, particularly within the HIVE segment.
Sep 25, 2025, 1:00 PM
TD SYNNEX Reports Fiscal 2025 Third Quarter Results
SNX
Earnings
Dividends
Share Buyback
  • TD SYNNEX reported record fiscal 2025 third quarter results, with non-GAAP gross billings of $22.7 billion, an increase of 12.1% year over year, and non-GAAP diluted EPS of $3.58.
  • Revenue for the quarter was $15.7 billion, an increase of 6.6% year over year.
  • The company generated $246 million in cash provided by operations and $214 million in free cash flow.
  • TD SYNNEX returned $210 million to stockholders, consisting of $174 million in share repurchases and $36 million in dividends.
  • A quarterly cash dividend of $0.44 per common share was announced, marking a 10% increase year over year.
Sep 25, 2025, 10:03 AM
TD SYNNEX Reports Fiscal Q2 2025 Results and Provides Q3 2025 Outlook
SNX
Earnings
Guidance Update
Dividends
  • TD SYNNEX reported fiscal Q2 2025 revenue of $14.9 billion, an increase of 7.2% year over year, and non-GAAP gross billings of $21.6 billion, up 12.1% year over year.
  • The company's diluted EPS was $2.21 and non-GAAP diluted EPS was $2.99, both exceeding the high end of their outlook.
  • Cash provided by operations significantly improved to $573 million and free cash flow was $543 million in Q2 2025.
  • TD SYNNEX returned $186 million to stockholders through share repurchases and dividends, and announced a 10% increase in its quarterly cash dividend to $0.44 per common share.
  • For fiscal Q3 2025, the company anticipates revenue between $14.7 billion and $15.5 billion, and non-GAAP diluted EPS between $2.75 and $3.25.
Jun 24, 2025, 12:00 AM