TD SYNNEX Corporation

Informe acción NYSE:SNX

Capitalización de mercado: US$18.3b

TD SYNNEX Resultados de beneficios anteriores

Pasado controles de criterios 5/6

TD SYNNEX ha aumentado sus beneficios a una tasa media anual de 15.4%, mientras que los beneficios de la industria de Electronic han experimentado un crecimiento de 4.7% anual. Los ingresos han ido creciendo a una tasa media de 14% al año. La rentabilidad financiera de TD SYNNEX es de 11.2%, y sus márgenes netos son de 1.5%.

Información clave

15.42%

Tasa de crecimiento de los beneficios

9.14%

Tasa de crecimiento del BPA

Crecimiento de la industria Electronic 15.34%
Tasa de crecimiento de los ingresos14.00%
Rentabilidad financiera11.24%
Margen neto1.50%
Última actualización de beneficios28 Feb 2026

Actualizaciones de resultados anteriores recientes

Recent updates

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?

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.

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

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.

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.

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.

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.

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.

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

Jan 31
TD SYNNEX Corporation (NYSE:SNX) Full-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year

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.

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.

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

Jan 04
TD SYNNEX (NYSE:SNX) Has A Somewhat Strained Balance Sheet

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.

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.

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.

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.

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.

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.

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.

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

Sep 08
Here's Why We Think TD SYNNEX (NYSE:SNX) Is Well Worth Watching

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.

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

Aug 24
Is There An Opportunity With TD SYNNEX Corporation's (NYSE:SNX) 43% Undervaluation?

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

Jul 15
We Think TD SYNNEX (NYSE:SNX) Is Taking Some Risk With Its Debt

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

Jun 21
What Is TD SYNNEX Corporation's (NYSE:SNX) Share Price Doing?

TD Synnex: Cheap, But Non-Convincing

Mar 30

TD Synnex Corp: All Steam Ahead For FY 2025

Jan 14

Desglose de ingresos y gastos

Cómo gana y gasta dinero TD SYNNEX. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NYSE:SNX Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
28 Feb 2665,1389802,7150
30 Nov 2562,5088202,6500
31 Aug 2560,9747692,5500
31 May 2560,0077212,4670
28 Feb 2559,0096802,3490
30 Nov 2458,4526832,4230
31 Aug 2457,0156762,4670
31 May 2456,2916372,5420
29 Feb 2456,4056272,6900
30 Nov 2357,5556222,6730
31 Aug 2359,3966562,6630
31 May 2360,7926652,6320
28 Feb 2361,9996812,6280
30 Nov 2262,3446472,6270
31 Aug 2261,7075462,6070
31 May 2251,5584922,1390
28 Feb 2242,1454361,6440
30 Nov 2131,6143911,1540
31 Aug 2122,1224006260
31 May 2122,2213916290
28 Feb 2120,8353496410
30 Nov 2019,9773296650
31 Aug 2020,4403751,0060
31 May 2021,3374131,3500
29 Feb 2022,5894771,6710
30 Nov 1919,0703586370
31 Aug 1922,7204361,9320
31 May 1921,3393801,7210
28 Feb 1920,5243601,5170
30 Nov 1819,7682971,3760
31 Aug 1819,5362731,1210
31 May 1818,9902811,0760
28 Feb 1818,0182611,0200
30 Nov 1716,7712971,0420
31 Aug 1715,6212939260
31 May 1715,0142769230
28 Feb 1714,4572488780
30 Nov 1614,0622338390
31 Aug 1613,7252107990
31 May 1613,3871997580
29 Feb 1613,2622067640
30 Nov 1513,3382067740
31 Aug 1513,6132017690
31 May 1513,8151987930

Ingresos de calidad: SNX tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio (1.5%) de SNX son superiores a los del año pasado (1.2%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de SNX han crecido un 15.4% al año en los últimos 5 años.

Acelerando crecimiento: El crecimiento de los beneficios de SNX en el último año (44.1%) supera su media de 5 años (15.4% al año).

Beneficios vs. Industria: El crecimiento de los beneficios de SNX en el último año (44.1%) superó al de la industria Electronic 12.5%.


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de SNX (11.2%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/04 05:15
Precio de las acciones al final del día2026/05/04 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 tenemos 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 24 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
Dong WangBarclays
Vincent ColicchioBarrington Research Associates, Inc.