Buy Or Sell Opportunity • Jul 05
Now 20% undervalued The stock has been flat over the last 90 days, currently trading at €229. The fair value is estimated to be €287, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 11% in a year. Earnings are forecast to grow by 17% in the next year. Valuation Update With 7 Day Price Move • Jul 02
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to €221, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 24x in the Electronic industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €254 per share. 공고 • Jul 01
TD SYNNEX Corporation Announces Appointment of Amy Brady as Sales Director - Major Accounts, UK and Ireland TD SYNNEX Corporation had announced the appointment of Amy Brady as sales director - major accounts, UK and Ireland. Brady has worked at TD SYNNEX for almost a decade and was most recently Dell EMC business unit director, UK and Ireland, a position she has held for just over four years. In total, she has more than 22 years of experience working in IT distribution, all of which have been spent in sales and business management roles. She joins a talented sales team that works tirelessly to drive excellent customer service for partners and to enhance TD SYNNEX's reputation as a trusted advisor and a leading IT distributor and solutions aggregator for the IT ecosystem. Reported Earnings • Jun 26
Second quarter 2026 earnings released: EPS: US$4.20 (vs US$2.22 in 2Q 2025) Second quarter 2026 results: EPS: US$4.20 (up from US$2.22 in 2Q 2025). Revenue: US$19.6b (up 31% from 2Q 2025). Net income: US$334.1m (up 82% from 2Q 2025). Profit margin: 1.7% (up from 1.2% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Electronic industry in Germany. 공고 • Jun 23
TD SYNNEX Corporation Announces Appointment of Douglas Britt as A Member of Board, Audit Committee and Technology Committee, Effective June 17, 2026 On June 17, 2026, the Board of Directors of TD SYNNEX Corporation (the “Company”) appointed Douglas Britt as a member of the Company’s Board of Directors (the “Board”) effective as of June 17, 2026, increasing the size of the Board from ten to eleven members. In addition, Mr. Britt was appointed to serve on the Board’s Audit Committee and Technology Committee effective as of June 17, 2026. A seasoned technology executive, Britt brings more than 30 years of experience leading global technology, manufacturing and supply chain businesses and a strong track record of driving operational excellence and strategic growth. Britt currently serves as Executive Chairman of Boyd, where he previously served as Chief Executive Officer and led the sale of Boyd Thermal business to Eaton Corporation in 2026. He currently oversees the Boyd Thermal business within Eaton. Britt currently serves on the boards of Helios Technologies and Benchmark Electronics and has played a key role in numerous value-creation initiatives throughout his career including the development and strategic growth of Nextracker eventually leading to its separation into an independent public company and the expansion of Boyd’s Thermal business into a global leader in liquid cooling technologies. Prior to Boyd, Britt served as President of the Integrated Solutions division of Flex Ltd., a global design, engineering, manufacturing and supply chain solutions provider. Earlier in his career, he held senior leadership roles at Future Electronics, Silicon Graphics and Solectron. He holds a Bachelor of Science in Business Administration from California State University, Chico, and has completed executive education programs in Europe, including at the University of London. 공고 • Jun 17
TD SYNNEX Expands HPE Unleash AI Solutions Offerings TD SYNNEX announced the expansion of its HPE Unleash AI solutions offerings, enabling partners to more easily identify, source and deploy certified AI applications as part of the NVIDIA AI Computing by HPE Portfolio. The expanded portfolio includes newly onboarded solutions from ISVs such as Aible, Smart Spatial, Kamiwaza, Iterate, Gambit, EPIC iO and Medical Informatics Corp, alongside established Unleash AI offerings already available through TD SYNNEX. Together, these solutions are part of Destination AI™, TD SYNNEX’s comprehensive AI enablement framework, and support a broad range of AI use cases across industries, including computer vision, data intelligence, healthcare and smart environments. The HPE Unleash AI program brings together infrastructure, software and services designed to support scalable, repeatable enterprise-grade AI workloads. Through its ongoing collaboration with HPE, TD SYNNEX is helping translate this ecosystem into actionable opportunity for customers by onboarding and enabling a focused set of priority ISVs across the program, including several solutions newly available through TD SYNNEX. These ISV partners are chosen for this program because they deliver real-world, outcome-driven AI use cases that can be validated by HPE and NVIDIA and taken to market jointly enabling customers to move from pilots to production faster, underpinned by the NVIDIA AI Computing by HPE portfolio. As organizations move from AI exploration to production-ready deployments, partners are increasingly challenged by the complexity of integrating infrastructure and AI software into scalable, repeatable offerings. By making a growing selection of validated HPE Unleash AI solutions available through its platform, TD SYNNEX helps customers shorten deployment timelines, reduce integration risk and build AI solutions with greater confidence. Board Change • Jun 06
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Director Ken Lamneck was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.