TD SYNNEX Corporation

NYSE:SNX Aktierapport

Börsvärde: US$18.5b

TD SYNNEX Förvaltning

Förvaltning kriterier kontrolleras 3/4

TD SYNNEX VD är Rick Zammit, utsedd i Sep 2024, har en mandatperiod på 1.67 år. totala årliga ersättningen är $ 10.27M, bestående av 9.7% lön 90.3% bonusar, inklusive företagsaktier och optioner. äger direkt 0.16% av företagets aktier, värda $ 28.87M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 2.3 år respektive 4.7 år.

Viktig information

Rick Zammit

Verkställande direktör

US$10.3m

Total ersättning

VD-lön i procent9.74%
Anställning som VD1.7yrs
Ägande av VD0.2%
Ledningens genomsnittliga anställningstid2.3yrs
Styrelsens genomsnittliga mandatperiod4.7yrs

Senaste uppdateringar av ledningen

Recent updates

Ny berättelse 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?
Uppdatering av berättelse 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.
Ny berättelse 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?
Uppdatering av berättelse 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
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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
Seeking Alpha Jan 14

TD Synnex Corp: All Steam Ahead For FY 2025

Summary I maintain a buy rating for TD Synnex Corp. due to improving demand momentum and a positive growth outlook for FY25. SNX's 4Q24 earnings showed a 10% y/y revenue increase, driven by advanced solutions and endpoint solutions, with stable profitability and positive FY25 guidance. The recovery in enterprise IT spending and strong momentum in cloud, cybersecurity, and software solutions are critical growth drivers for SNX. Read the full article on Seeking Alpha

Analys av ersättningar till VD

Hur har Rick Zammit:s ersättning förändrats jämfört med TD SYNNEX:s resultat?
DatumTotal ersättningLönFöretagets resultat
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

Ersättning vs marknad: Rick s total kompensation ($USD 10.27M ) är under genomsnittet för företag av liknande storlek på US marknaden ($USD 14.79M ).

Ersättning vs inkomst: Ersättningen för Rick har ökat med mer än 20 % det senaste året.


VD OCH KONCERNCHEF

Rick Zammit (58 yo)

1.7yrs
Anställning
US$10,265,592
Kompensation

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...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Patrick Zammit
CEO, President & Director1.7yrsUS$10.27m0.16%
$ 28.9m
David Jordan
CFO & EVPless than a yearUS$1.91m0.017%
$ 3.2m
David Vetter
Chief Legal Officer & Corporate Secretary4.7yrsUS$3.17m0.089%
$ 16.5m
Dennis Polk
Hyve Solutions Chair & Executive Director2.7yrsUS$3.98m0.13%
$ 23.4m
Miriam Murphy
President of Europe2.1yrsUS$3.31m0.013%
$ 2.5m
John Henry
Senior VP & Chief Accounting Officer5.5yrsinga uppgifter0.028%
$ 5.2m
Sergio Farache
Chief Strategy and Technology Officer2.3yrsinga uppgifteringa uppgifter
Kristie Grinnell
Executive VP & Chief Information Officer1.3yrsinga uppgifteringa uppgifter
Nate Friedel
Head of Investor Relationsno datainga uppgifteringa uppgifter
Alim Dhanji
Executive VP of Corporate Affairs & Chief Human Resources Officer1.9yrsinga uppgifter0.017%
$ 3.1m
Otavio Barbosa
President of Latin America & Caribbean2.3yrsinga uppgifteringa uppgifter
Jaideep Malhotra
President of Asia Pacific & Japan2.3yrsinga uppgifteringa uppgifter
2.3yrs
Genomsnittlig anställningstid
55yo
Genomsnittlig ålder

Erfaren ledning: SNX s ledningsgrupp anses vara erfaren ( 2.3 års genomsnittlig anställningstid).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Patrick Zammit
CEO, President & Director1.7yrsUS$10.27m0.16%
$ 28.9m
Dennis Polk
Hyve Solutions Chair & Executive Director14.3yrsUS$3.98m0.13%
$ 23.4m
Claude Pumilia
Independent Director2.7yrsUS$318.74k0.0069%
$ 1.3m
Kathleen Crusco
Independent Director2.7yrsUS$353.74k0.0069%
$ 1.3m
Kenneth Lamneck
Independent Director1.1yrsUS$308.57k0.0038%
$ 703.5k
Ann Vezina
Independent Chairman9.3yrsUS$468.74k0.0088%
$ 1.6m
Richard Hume
Director4.7yrsUS$347.00k0.023%
$ 4.3m
Chris Booth
Member of Varnex Advisory Council13.1yrsinga uppgifteringa uppgifter
Merline Saintil
Independent Director4.7yrsUS$337.49k0.0045%
$ 840.5k
Nayaki Nayyar
Independent Director4.7yrsUS$338.74k0.014%
$ 2.5m
Ting Herh
Independent Director2.2yrsUS$318.74k0.0057%
$ 1.1m
4.7yrs
Genomsnittlig anställningstid
59yo
Genomsnittlig ålder

Erfaren styrelse: SNX s styrelse anses vara erfaren ( 4.7 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/18 02:58
Aktiekurs vid dagens slut2026/05/18 00:00
Intäkter2026/02/28
Årlig intjäning2025/11/30

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

TD SYNNEX Corporation bevakas av 24 analytiker. 10 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Timothy LongBarclays
Dong WangBarclays
Vincent ColicchioBarrington Research Associates, Inc.