TD SYNNEX's reported results suggest the enterprise AI buildout is now a tangible volume driver, with revenue growth inflecting from -0.8% in 2024Q2 to 37.7% in 2026Q3 and quarterly revenue climbing from $13.9B to $21.6B, supported by meaningful operating leverage as SG&A grew only 27.7% while operating income rose…
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has accelerated to 37.7% in 2026Q3 ($21.6B) with operating income rising to $642.9M on 3.0% operating margin, yet gross margin compressed to 6.6% from 7.3% two quarters earlier, suggesting incremental AI-cycle volume is arriving with lower take rates and net margin of just 1.9% leaves little buffer against reversals.
TD SYNNEX is expanding its HPE Unleash AI Solutions, accelerating partner delivery of enterprise AI solutions, which could drive growth.
The company has been recognized with multiple 2026 HPE Partner of the Year Awards across North America and Europe, signaling strong industry standing.
Multiple bullish theses from sources like Waterboy Investing and Valueinvestorsclub.com highlight investor confidence in SNX's potential.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Sep 24, 2026 | $5.68+20.9% vs $4.70 | $21.6B+14.0% vs $18.9B |
Q3 2026 Jun 25, 2026 | $4.85+17.1% vs $4.14 | $19.6B+16.5% vs $16.8B |
Q2 2026 Mar 31, 2026 | $4.73+43.8% vs $3.29 | $17.2B+10.1% vs $15.6B |
Q1 2026 Jan 8, 2026 | $3.83+4.1% vs $3.68 | $17.4B+2.5% vs $17.0B |
TD SYNNEX's booming Hyve Solutions business is capitalizing on surging AI infrastructure demand while Avnet gains from AI-driven electronic components sales.
FREMONT, Calif. & CLEARWATER, Fla.--(BUSINESS WIRE)--TD SYNNEX (NYSE:SNX) has been named Global Distributor of the Year and Americas Distributor of the Year for the second consecutive year at Cisco Partner Summit 2026. TD SYNNEX was also recognized as EMEA Distributor of the Year by Cisco. Cisco Partner Awards recognize top-performing partners demonstrating service excellence and innovation in delivering solutions that help our customers succeed. Awarded to partners for standout success and exe.
TD SYNNEX Corporation (NYSE: SNX - Get Free Report) insider Alim Dhanji sold 3,775 shares of the business's stock in a transaction on Thursday, October 22nd. The shares were sold at an average price of $241.01, for a total transaction of $909,812.75. Following the transaction, the insider owned 11,712 shares in the company, valued at $2,822,709.12.
Investors looking for stocks in the Computers - IT Services sector might want to consider either TD SYNNEX (SNX) or ServiceNow (NOW). But which of these two companies is the best option for those looking for undervalued stocks?
Benchmark SNX against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for TD Synnex Corp (SNX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $218.73 | $17.5B | 21.98 | 6.94% | 1.32% | 10.04% | 0.81% | |
| $79.28 | $6.5B | 19.77 | 24.47% | 1.21% | 6.77% | 1.73% | |
| $181.09 | $9.26B | 16.57 | 10.49% | 2.26% | 12.01% | — | |
| $25.45 | $5.9B | 18.31 | 9.53% | 0.79% | 10.81% | 1.31% | |
| $157.00 | $20.06B | 19.43 | 6.79% | 4.6% | 42.6% | 1.58% | |
| $42.78 | $869.48M | 14.26 | -6.72% | 2.44% | 8.66% | — |
TD Synnex Corp (SNX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
TD Synnex Corp (SNX) SEC filings — annual & quarterly reports (10-K, 10-Q)
Sep 30, 2026·SEC
Sep 24, 2026·SEC
Jul 2, 2026·SEC
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TD Synnex Corp (SNX) stock FAQ — growth, dividends, profitability & financials explained
TD Synnex Corp (SNX) reported $75.67B in revenue over the trailing twelve months. Revenue was $62.51B in fiscal year 2025. That is 1559% more than the $3.77B of fiscal year 2002.
TD Synnex Corp (SNX) grew revenue by 6.9% in fiscal year 2025, compared with the prior fiscal year.
Yes. TD Synnex Corp (SNX) earned $1.33B in net income over the trailing twelve months (a 1.8% net margin).
Yes. TD Synnex Corp (SNX) pays a dividend that yields 0.81% at the current price, a small yield.
TD Synnex Corp (SNX) had a return on equity (ROE) of 10.0% in fiscal year 2025. That is in line with the market's typical 10-15%.
TD Synnex Corp (SNX) had negative free cash flow of $815.0M over the trailing twelve months.
