TD SYNNEX Corporation

Informe acción NYSE:SNX

Capitalización de mercado: US$22.9b

TD SYNNEX Dirección

Dirección controles de criterios 3/4

El CEO de TD SYNNEX es Rick Zammit , nombrado en Sep 2024, tiene una permanencia de 1.75 años. compensación anual total es $10.27M, compuesta por 9.7% salario y 90.3% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.16% de las acciones de la empresa, por valor de $35.67M. La antigüedad media del equipo directivo y de la junta directiva es de 2.4 años y 4.8 años, respectivamente.

Información clave

Rick Zammit

Chief Executive Officer (CEO)

US$10.3m

Compensación total

Porcentaje del salario del CEO9.74%
Permanencia del CEO1.8yrs
Participación del CEO0.2%
Permanencia media de la dirección2.4yrs
Promedio de permanencia en la Junta Directiva4.8yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Jun 07

SNX: Future Returns Will Reflect Segment Repricing And Enterprise Demand Execution

TD SYNNEX's analyst price target has been updated from $227.82 to $247.82 as analysts factor in adjusted estimates across the sector, highlight potential value from segment-level valuation work, and note expectations for near-term enterprise demand. Analyst Commentary Recent Street research on TD SYNNEX clusters around higher valuation targets and a reassessment of segment level drivers, especially where analysts see potential for re-rating specific business units.
Nueva narrativa May 08

AI Data Center Demand And Digital Capabilities Will Support Stronger Long Term Prospects

Catalysts About TD SYNNEX TD SYNNEX is a global IT distributor and services provider with operations spanning distribution and Hyve data center solutions. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa May 07

SNX: Future Returns Will Reflect AI Partnerships And Execution On Capital Allocation

The analyst price target for TD SYNNEX has shifted from $200.55 to $227.82, with analysts pointing to updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E following a series of recent target increases across major firms. Analyst Commentary Recent research reports show a clear cluster of price target increases on TD SYNNEX, with multiple firms revisiting their models and adjusting fair value assumptions.
Nueva narrativa Apr 24

AI Data Center Dependence Will Weaken Margins As Hyperscale Demand Normalizes

Catalysts About TD SYNNEX TD SYNNEX distributes technology products and services and provides design, manufacturing and supply chain solutions for large cloud and data center customers. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Apr 19

SNX: Future Returns Will Reflect AI Infrastructure Adoption And Execution Risks

Narrative Update Overview The analyst price target for TD SYNNEX has moved higher from about $195.09 to about $200.55, reflecting updated views from multiple firms that reference adjusted revenue growth assumptions, a slightly lower discount rate, modestly revised profit margin expectations and a higher future P/E. Analyst Commentary Recent Street research on TD SYNNEX is clustered around higher price targets, with several large firms, including JPMorgan and Goldman Sachs, revisiting their assumptions on growth, profitability and the appropriate P/E multiple.
Seeking Alpha Apr 02

TD Synnex: I See More Upside As Hyve Continues To Deliver

Summary TD SYNNEX Corporation remains a resilient tech distributor, showing strong Q1 2026 results with 18% YoY revenue growth and 69% YoY non-GAAP EPS growth. Hyve's 95% YoY gross billings growth, driven by hyperscaler AI demand, adds strategic upside but exposes SNX to customer concentration risk. Distribution margins improved to 2.0%, aided by timely inventory management and higher average selling prices amid memory component shortages. SNX trades below sector valuation norms; balance sheet strength and dividend growth offer downside support despite modest long-term growth projections. Read the full article on Seeking Alpha
Actualización de narrativa Apr 02

SNX: Future Returns Will Reflect Hyve Execution And Hardware Demand Risks

Analysts have lifted the TD SYNNEX fair value estimate from about $180 to about $195, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. These changes follow a series of higher Street price targets from firms including Barrington, BofA, RBC Capital, Morgan Stanley, JPMorgan, Barclays, Goldman Sachs, and UBS.
Actualización de narrativa Mar 19

SNX: Future Returns Will Be Driven By Hyve Execution And AI Offerings

Analyst price targets for TD SYNNEX have remained within a relatively tight range, with changes between $163 and $193 reflecting differing views on billings growth potential, the contribution from Hyve, and the impact of hardware budget pressures tied to memory price inflation. Analyst Commentary Bullish Takeaways Bullish analysts see room for solid execution in both core distribution and Hyve, with some expecting billings growth in the mid to high single digits for distribution and higher growth for Hyve supporting their targets.
Actualización de narrativa Mar 04

SNX: Future Returns Will Be Driven By Hyve And Higher Value Segments

Narrative Update: TD SYNNEX Analyst Price Target Shift The consolidated analyst price target for TD SYNNEX edges slightly higher to about $180, with recent updates clustering between $163 and $193 as analysts balance expectations for FY26 billings growth with concerns around hardware budgets and the company’s mix of higher value segments. Analyst Commentary Recent Street research on TD SYNNEX reflects a mix of optimism around growth and execution alongside ongoing questions about hardware demand and valuation risk.
Actualización de narrativa Feb 18

SNX: Future Returns Will Be Driven By Hyve And Higher Value Exposure

The TD SYNNEX analyst price target has edged higher to about $180, with analysts pointing to expected billings growth from distribution and Hyve, balanced against concerns around memory pricing and hardware demand elasticity. Analyst Commentary Recent research views on TD SYNNEX cluster around a similar price range but differ on how much weight to put on billings growth versus hardware related risks.
Actualización de narrativa Feb 04

SNX: Future Returns Will Be Driven By Hyve And Higher Value Mix

Analysts have nudged their average price target for TD SYNNEX slightly higher to about US$180, reflecting a mix of upward revisions toward US$193 and more cautious cuts into the low US$160s as they weigh expected billings growth, exposure to higher value segments, and recent performance in PCs, software, and Hyve. Analyst Commentary Recent research on TD SYNNEX points to a split view, with some firms focusing on potential growth drivers in higher value offerings and Hyve, while others emphasize risks tied to hardware budgets and component pricing.
Artículo de análisis Jan 31

TD SYNNEX Corporation (NYSE:SNX) Full-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year

It's been a good week for TD SYNNEX Corporation ( NYSE:SNX ) shareholders, because the company has just released its...
Actualización de narrativa Jan 19

SNX: Future Returns Will Be Driven By High Value Segments And Cash Generation

The analyst price target for TD SYNNEX has been adjusted slightly higher to about $180, reflecting mixed changes in underlying assumptions along with recent Street research that cites expected billings growth in FY26, the company's exposure to higher value segments, and strong free cash generation. Analyst Commentary Bullish Takeaways Bullish analysts highlight an initiation at a price target of about $180, which they see as supported by expected FY26 billings growth and the mix of higher value segments within the business.
Actualización de narrativa Jan 05

SNX: Future Returns Will Be Driven By Expanding AI And Cloud Services

Narrative Update on TD SYNNEX Analysts have trimmed their price target on TD SYNNEX slightly to approximately 178.27 dollars from about 178.36 dollars. This reflects modestly higher discount rate assumptions, offset by slightly stronger expectations for revenue growth and profit margins.
Artículo de análisis Jan 04

TD SYNNEX (NYSE:SNX) Has A Somewhat Strained Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Actualización de narrativa Dec 15

SNX: Future Returns Will Be Driven By Hyve And AI Offerings

Analysts have modestly increased their price target on TD SYNNEX to approximately $178 per share, citing stronger than expected Q3 billings and revenue, robust momentum at Hyve, and improving demand across PCs, software, cloud, and cybersecurity. Analyst Commentary Street research has turned more constructive on TD SYNNEX, with a series of upward price target revisions into the mid to high $170s and low $180s range, reflecting greater confidence in the company’s execution, earnings power, and growth durability.
Actualización de narrativa Nov 30

SNX: Future Returns Will Be Driven By Strength In Cloud And Hyve

TD SYNNEX's analyst price targets have risen notably, with recent increases ranging from $9 to $33 per share. Analysts cite strengthening demand, broad-based earnings outperformance, and optimistic forecasts following robust fiscal Q3 results.
Actualización de narrativa Nov 16

SNX: Future Momentum Will Be Driven By Surging Demand In Key Segments

Analysts have raised their price targets for TD SYNNEX, with most new estimates falling in the $164 to $187 range. This is up from previous targets by as much as $33, citing strong fiscal Q3 results, robust demand in key segments like Hyve and software, and continued operational discipline as primary factors behind the upward revisions.
Actualización de narrativa Nov 02

SNX: Surging Demand and AI Opportunities Will Drive Outperformance This Year

TD SYNNEX's analyst price targets have risen significantly, with multiple firms boosting estimates by $10 to over $30 per share. Analysts cite robust Q3 results, strong demand trends, and continued outperformance in key business segments as primary drivers behind the updates.
Actualización de narrativa Oct 18

Digital Transformation And AI Will Expand Global Infrastructure

TD SYNNEX's analyst price target has been raised by $3.64 to $178.36, as analysts cite stronger-than-expected revenue and ongoing demand momentum. These factors support a more optimistic outlook.
Actualización de narrativa Oct 04

Digital Transformation And AI Will Expand Global Infrastructure

Analysts have raised their price target for TD SYNNEX from approximately $158 to $175 per share. This change is attributed to improved revenue growth, stronger profit margins, and a series of earnings outperformance, all supported by robust demand and operational discipline.
Actualización de narrativa Sep 19

Digital Transformation And AI Will Expand Global Infrastructure

The upward revision in TD SYNNEX’s price target reflects analyst optimism driven by robust enterprise hardware spending, anticipated multi-quarter PC refresh cycles, strong performance in networking and AI infrastructure, and solid earnings execution, resulting in a new consensus price target of $158.27. Analyst Commentary Bullish analysts highlight continued strength in enterprise hardware spending, with value-added reseller checks suggesting in-line to better-than-expected trends and a tactically positive set-up into upcoming earnings.
Artículo de análisis Sep 08

Here's Why We Think TD SYNNEX (NYSE:SNX) Is Well Worth Watching

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Actualización de narrativa Aug 27

Digital Transformation And AI Will Expand Global Infrastructure

Analysts have raised their price target for TD SYNNEX to $156.64, citing confidence in the company’s strong position to capitalize on PC refresh demand, AI-driven Hyve growth, robust Endpoint Solutions performance, and improving trends in networking, software, and security. Analyst Commentary Bullish analysts expect TD Synnex to benefit from the ongoing PC refresh cycle and related demand, with further upside anticipated from Windows 11 upgrades.
Artículo de análisis Aug 24

Is There An Opportunity With TD SYNNEX Corporation's (NYSE:SNX) 43% Undervaluation?

Key Insights The projected fair value for TD SYNNEX is US$261 based on 2 Stage Free Cash Flow to Equity TD SYNNEX is...
Artículo de análisis Jul 15

We Think TD SYNNEX (NYSE:SNX) Is Taking Some Risk With Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis Jun 21

What Is TD SYNNEX Corporation's (NYSE:SNX) Share Price Doing?

Today we're going to take a look at the well-established TD SYNNEX Corporation ( NYSE:SNX ). The company's stock led...
Seeking Alpha Mar 30

TD Synnex: Cheap, But Non-Convincing

Summary TD Synnex's shares are cheap, but poor cash flow and soft execution prevent me from buying the dip despite the low valuation. The company's reliance on M&A has driven growth, but recent sales have been flat, and margins are thin. First quarter results showed negative free cash flow and higher net debt, overshadowing modest revenue growth and raising concerns about execution. I am taking a wait-and-see approach due to mixed execution and lack of convincing growth, despite the tempting low valuation. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Rick Zammit en comparación con los beneficios de TD SYNNEX?
FechaCompensación totalSalarioIngresos de la empresa
Feb 28 2026n/an/a

US$980m

Nov 30 2025US$10mUS$1m

US$820m

Aug 31 2025n/an/a

US$769m

May 31 2025n/an/a

US$721m

Feb 28 2025n/an/a

US$680m

Nov 30 2024US$7mUS$733k

US$683m

Aug 31 2024n/an/a

US$676m

May 31 2024n/an/a

US$637m

Feb 29 2024n/an/a

US$627m

Nov 30 2023US$3mUS$539k

US$622m

Aug 31 2023n/an/a

US$656m

May 31 2023n/an/a

US$665m

Feb 28 2023n/an/a

US$681m

Nov 30 2022US$3mUS$530k

US$647m

Aug 31 2022n/an/a

US$546m

May 31 2022n/an/a

US$492m

Feb 28 2022n/an/a

US$436m

Nov 30 2021US$3mUS$145k

US$391m

Compensación vs. Mercado: La compensación total de Rick($USD10.27M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD14.67M).

Compensación vs. Ingresos: La compensación de Rick ha aumentado más de un 20% en el último año.


CEO

Rick Zammit (59 yo)

1.8yrs
Permanencia
US$10,265,592
Compensación

Mr. Patrick Zammit, also known as Rick, is Director of Global Technology Distribution Council, Inc. He serves CEO, President & Director at TD SYNNEX Corporation since 2024 and was Chief Operating Officer s...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Patrick Zammit
CEO, President & Director1.8yrsUS$10.27m0.16%
$ 35.7m
David Jordan
CFO & EVPless than a yearUS$1.91m0.017%
$ 4.0m
David Vetter
Chief Legal Officer & Corporate Secretary4.8yrsUS$3.17m0.089%
$ 20.4m
Dennis Polk
Hyve Solutions Chair & Executive Director2.8yrsUS$3.98m0.12%
$ 28.2m
Miriam Murphy
President of Europe2.2yrsUS$3.31m0.013%
$ 3.1m
John Henry
Senior VP & Chief Accounting Officer5.6yrssin datos0.028%
$ 6.5m
Sergio Farache
Chief Strategy and Technology Officer2.4yrssin datossin datos
Kristie Grinnell
Executive VP & Chief Information Officer1.4yrssin datossin datos
Nate Friedel
Head of Investor Relationsno datasin datossin datos
Alim Dhanji
Executive VP of Corporate Affairs & Chief Human Resources Officer2yrssin datos0.017%
$ 3.8m
Otavio Barbosa
President of Latin America & Caribbean2.4yrssin datossin datos
Jaideep Malhotra
President of Asia Pacific & Japan2.4yrssin datossin datos
2.4yrs
Permanencia media
56yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de SNX se considera experimentado (2.4 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Patrick Zammit
CEO, President & Director1.8yrsUS$10.27m0.16%
$ 35.7m
Dennis Polk
Hyve Solutions Chair & Executive Director14.3yrsUS$3.98m0.12%
$ 28.2m
Claude Pumilia
Independent Director2.8yrsUS$318.74k0.0069%
$ 1.6m
Kathleen Crusco
Independent Director2.8yrsUS$353.74k0.0069%
$ 1.6m
Kenneth Lamneck
Independent Director1.2yrsUS$308.57k0.0038%
$ 869.3k
Ann Vezina
Independent Chairman9.3yrsUS$468.74k0.0088%
$ 2.0m
Richard Hume
Director4.8yrsUS$347.00k0.011%
$ 2.4m
Chris Booth
Member of Varnex Advisory Council13.2yrssin datossin datos
Merline Saintil
Independent Director4.8yrsUS$337.49k0.0045%
$ 1.0m
Nayaki Nayyar
Independent Director4.8yrsUS$338.74k0.014%
$ 3.1m
Ting Herh
Independent Director2.3yrsUS$318.74k0.0057%
$ 1.3m
4.8yrs
Permanencia media
60yo
Promedio de edad

Junta con experiencia: La junta directiva de SNX se considera experimentada (4.8 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/20 15:57
Precio de las acciones al final del día2026/06/18 00:00
Beneficios2026/02/28
Ingresos anuales2025/11/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

TD SYNNEX Corporation está cubierta por 25 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Timothy LongBarclays
Guy HardwickBarclays
Dong WangBarclays