TD SYNNEX Corporation

NYSE:SNX Stok Raporu

Piyasa değeri: US$20.0b

TD SYNNEX Yönetim

Yönetim kriter kontrolleri 3/4

TD SYNNEX CEO'su Rick Zammit, Sep2024 tarihinde atandı, in görev süresi 1.83 yıldır. in toplam yıllık tazminatı $ 10.27M olup, şirket hissesi ve opsiyonları dahil olmak üzere 9.7% maaş ve 90.3% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.16% ine doğrudan sahiptir ve bu hisseler $ 31.35M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 2.5 yıl ve 3.8 yıldır.

Anahtar bilgiler

Rick Zammit

İcra Kurulu Başkanı

US$10.3m

Toplam tazminat

CEO maaş yüzdesi9.74%
CEO görev süresi1.8yrs
CEO sahipliği0.2%
Yönetim ortalama görev süresi2.5yrs
Yönetim Kurulu ortalama görev süresi3.8yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi Jul 06

SNX: Hyve And AI Infrastructure Exposure Will Drive Future Upside Potential

The analyst-derived fair value estimate for TD SYNNEX has been raised from $271 to $374. This reflects higher assumed revenue growth, slightly improved profit margins, and updated Street research that highlights strong Q2 execution, AI-related demand across Hyve and distribution, and the company’s position in enterprise IT spending and data center hardware demand.
Seeking Alpha Jun 26

TD Synnex: Hyve And Distribution Are Both Pulling The Story Forward

Summary TD SYNNEX delivered a robust Q2 2026, with revenue up 31% y/y and adj. EPS is up 62% y/y, supporting a reiterated buy rating. Hyve’s rapid scaling—117% y/y adj. gross billings growth—now drives a larger share of SNX’s operating profit, with visibility into further hyperscaler ramps. Distribution remains healthy, with 22% y/y gross billings growth and strategic wins like HPE’s global partnership, broadening SNX’s AI-driven demand exposure. Valuation has rerated, with a new price target of $342 based on higher FY28 EPS estimates and a higher justified multiple, reflecting improved growth durability. Read the full article on Seeking Alpha
Anlatı Güncellemesi Jun 22

SNX: Future Returns Will Reflect AI Data Center And Hyve Execution

The analyst price target for TD SYNNEX has shifted higher from $247.82 to $269.82, reflecting updated assumptions for slightly lower discount rates, modestly higher revenue growth and profit margins, and a somewhat richer future P/E multiple in light of recent Street research highlighting potential benefits from data center demand, AI infrastructure projects, and Hyve's contribution. Analyst Commentary Recent Street research on TD SYNNEX centers on how the stock reflects expectations around data center demand, AI infrastructure spending, and Hyve's role in supporting growth and margins.
Anlatı Güncellemesi 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.
Yeni Anlatı 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?
Anlatı Güncellemesi 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.
Yeni Anlatı 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?
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...

CEO Tazminat Analizi

Rick Zammit'un ücretlendirmesi TD SYNNEX'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
May 31 2026n/an/a

US$1b

Feb 28 2026n/an/a

US$978m

Nov 30 2025US$10mUS$1m

US$820m

Aug 31 2025n/an/a

US$767m

May 31 2025n/an/a

US$719m

Feb 28 2025n/an/a

US$678m

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

Tazminat ve Piyasa: Rick 'ın toplam tazminatı ($USD 10.27M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 14.63M ).

Tazminat ve Kazançlar: Rick 'in maaşı son bir yılda %20'den fazla arttı.


CEO

Rick Zammit (59 yo)

1.8yrs
Görev süresi
US$10,265,592
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Patrick Zammit
CEO, President & Director1.8yrsUS$10.27m0.16%
$ 31.3m
David Jordan
CFO & EVPless than a yearUS$1.91m0.018%
$ 3.5m
David Vetter
Chief Legal Officer & Corporate Secretary4.8yrsUS$3.17m0.090%
$ 17.9m
Dennis Polk
Hyve Solutions Chair & Executive Director2.8yrsUS$3.98m0.12%
$ 24.8m
Miriam Murphy
President of Europe2.3yrsUS$3.31m0.014%
$ 2.7m
John Henry
Senior VP & Chief Accounting Officer5.7yrsVeri yok0.029%
$ 5.7m
Sergio Farache
Chief Strategy and Technology Officer2.5yrsVeri yokVeri yok
Kristie Grinnell
Executive VP & Chief Information Officer1.5yrsVeri yokVeri yok
Nate Friedel
Head of Investor Relationsno dataVeri yokVeri yok
Alim Dhanji
Executive VP of Corporate Affairs & Chief Human Resources Officer2.1yrsVeri yok0.016%
$ 3.2m
Otavio Barbosa
President of Latin America & Caribbean2.5yrsVeri yokVeri yok
Jaideep Malhotra
President of Asia Pacific & Japan2.5yrsVeri yokVeri yok
2.5yrs
Ortalama Görev Süresi
56yo
Ortalama Yaş

Deneyimli Yönetim: SNX 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.5 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Patrick Zammit
CEO, President & Director1.8yrsUS$10.27m0.16%
$ 31.3m
Dennis Polk
Hyve Solutions Chair & Executive Director14.4yrsUS$3.98m0.12%
$ 24.8m
Claude Pumilia
Independent Director2.8yrsUS$318.74k0.0069%
$ 1.4m
Kathleen Crusco
Independent Director2.8yrsUS$353.74k0.0069%
$ 1.4m
Kenneth Lamneck
Independent Director1.3yrsUS$308.57k0.0038%
$ 763.9k
Douglas M. Britt
Independent Directorless than a yearVeri yokVeri yok
Ann Vezina
Independent Chairman9.4yrsUS$468.74k0.0089%
$ 1.8m
Richard Hume
Director4.8yrsUS$347.00k0.0045%
$ 895.8k
Chris Booth
Member of Varnex Advisory Council13.3yrsVeri yokVeri yok
Merline Saintil
Independent Director4.8yrsUS$337.49k0.0046%
$ 911.8k
Nayaki Nayyar
Independent Director4.8yrsUS$338.74k0.014%
$ 2.7m
Ting Herh
Independent Director2.3yrsUS$318.74k0.0058%
$ 1.2m
3.8yrs
Ortalama Görev Süresi
61yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: SNX 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 3.8 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/16 15:47
Gün Sonu Hisse Fiyatı2026/07/16 00:00
Kazançlar2026/05/31
Yıllık Kazançlar2025/11/30

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

TD SYNNEX Corporation 25 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Timothy LongBarclays
Guy HardwickBarclays
Dong WangBarclays