TD SYNNEX Corporation (SNX) Stock Price & Analysis
TD SYNNEX Corporation (SNX) closed at USD 247.08 on Thursday, October 22, 2026, down 1.62% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 251.14; the Oct 22, 2026 session ranged USD 237–248.16 on volume of 1,137,949 shares. Market capitalization is $19.71B, with a 52-week range of USD 142.22–298.77 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:22 UTC.
Also available as compact Markdown for AI agents: nexqual.com/SNX.md
Key facts (SNX)
- Last four reported quarters (through Aug 31, 2026): revenue $75.7B, net income $1.33B (1.8% margin), free cash flow -$815M (SEC filings).
- 4 of 80 tracked superinvestors hold SNX (13F, Q2 2026): 1 new, 0 added, 3 reduced, 0 unchanged.
- Total return with dividends: 1Y +62.6% vs S&P 500 +14.9%; 5Y +150.9% vs S&P 500 +80.3%.
- Next earnings: 2026-09-24, EPS estimate USD 5.99, revenue estimate $22.2B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (SNX)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $31.6B | $62.3B | $57.6B | $58.5B | $62.5B | $75.7B |
| Gross profit | $1.89B | $3.90B | $3.96B | $3.98B | $4.37B | — |
| Operating income | $623M | $1.05B | $1.08B | $1.19B | $1.41B | $2.05B |
| Net income | $395M | $651M | $627M | $689M | $828M | $1.33B |
| EPS (diluted) | $6.24 | $6.77 | $6.70 | $7.95 | $9.95 | — |
| Free cash flow | $770M | -$115M | $1.26B | $1.04B | $1.39B | -$815M |
| Gross margin | 6.0% | 6.3% | 6.9% | 6.8% | 7.0% | — |
| Operating margin | 2.0% | 1.7% | 1.9% | 2.0% | 2.3% | 2.7% |
| Net margin | 1.2% | 1.0% | 1.1% | 1.2% | 1.3% | 1.8% |
| Revenue growth | +58.3% | +97.2% | -7.7% | +1.6% | +6.9% | — |
| Cash + short-term investments | $994M | $523M | $1.03B | $1.06B | $2.44B | — |
| Total debt | $4.18B | $4.13B | $4.10B | $3.93B | $4.63B | — |
Fiscal years end Nov. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Aug 31, 2026) (SNX)
P/E at fiscal year-ends: Nov 2025 15.2x, Nov 2024 14.8x, Nov 2023 14.6x.
Superinvestors (SEC 13F-HR, Q2 2026) (SNX)
4 of 80 tracked investors hold SNX. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Abrams Bison Investments, LLC | 26.38% | $540M | Reduced -18.9% | |
| Glenn Greenberg | Brave Warrior Advisors | 8.40% | $385M | Reduced -52.8% |
| David Einhorn | Greenlight Capital | 2.61% | $102M | Reduced -20.5% |
| Lee Ainslie | Maverick Capital | 0.01% | $619K | New position |
Analysts (SNX)
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-09-25 | UBS | Target raised | Buy | $352 → $379 |
| 2026-09-25 | Morgan Stanley | Target raised | Overweight | $334 → $359 |
| 2026-09-15 | Morgan Stanley | Target lowered | Overweight | $374 → $334 |
| 2026-09-08 | Barclays | Target raised | Equal-Weight | $278 → $287 |
| 2026-07-02 | Barclays | Target raised | Equal-Weight | $237 → $278 |
| 2026-06-26 | UBS | Target raised | Buy | $310 → $352 |
| 2026-06-26 | Barrington Research | Target raised | Outperform | $202 → $325 |
| 2026-06-26 | Morgan Stanley | Target raised | Overweight | $341 → $374 |
Total return (dividends reinvested) (SNX)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +62.6% | +150.9% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +62.8% | +20.1% |
| Volatility (annualized) | 34.9% | 29.8% |
| Max drawdown | -18.8% (Jun 2026→Jul 2026) | -33.7% (Feb 2025→Mar 2025) |
SNX revenue by business segment (quarter ended Aug 31, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Americas distribution | $10.32B | 47.9% | +39.9% |
| Europe distribution | $6.37B | 29.5% | +30.2% |
| Hyve Solutions | $3.80B | 17.6% | +51.7% |
| APJ distribution | $1.07B | 5.0% | +21.7% |
| Total revenue | $21.56B | 100% | — |
SNX revenue by region (quarter ended Aug 31, 2025)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Americas | $9.27B | 59.2% | +2.0% |
| Europe | $5.17B | 33.1% | +12.7% |
| Asia Pacific | $1.21B | 7.7% | +20.4% |
| Total revenue | $15.65B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
SNX suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | HP Inc. (HPQ) | “We have distribution agreements with most of our suppliers, including Apple Inc. and HP Inc. These agreements usually provide for nonexclusive distribution rights and pertain to specific geographic territories.” |
| Supplier | FedEx (FDX) | “We rely almost entirely on arrangements with independent shipping companies, such as FedEx and UPS, for the delivery of our products from OEM suppliers and delivery of products to reseller and retail customers.” |
| Supplier | UPS (UPS) | “We rely almost entirely on arrangements with independent shipping companies, such as FedEx and UPS, for the delivery of our products from OEM suppliers and delivery of products to reseller and retail customers.” |
| Customer | Concentrix Corp (CNXC) | “On December 1, 2020, the Company completed the previously announced separation of its customer experience services business (the "Separation"), in a tax-free transaction for federal income tax purposes, which was accomplished by the distribution of one hundred percent of the outstanding common stock of Concentrix Corporation ("Concentrix").” |
| Competitor | Apple (AAPL) | “In 2013, the French Autorité de la Concurrence ("Competition Authority") began an investigation into the French market for certain products of Apple, Inc., ("Apple") for which we are a distributor.” |
| Competitor | Jabil (JBL) | “We also compete against companies who participate within the hyperscale computing infrastructure market including Jabil Inc., Celestica, Flex Ltd., Quanta Computer Inc. and Wiwynn Corporation.” |
| Competitor | Celestica (CLS) | “We also compete against companies who participate within the hyperscale computing infrastructure market including Jabil Inc., Celestica, Flex Ltd., Quanta Computer Inc. and Wiwynn Corporation.” |
| Competitor | Flex (FLEX) | “We also compete against companies who participate within the hyperscale computing infrastructure market including Jabil Inc., Celestica, Flex Ltd., Quanta Computer Inc. and Wiwynn Corporation.” |
| Competitor | Quanta Computer | “We also compete against companies who participate within the hyperscale computing infrastructure market including Jabil Inc., Celestica, Flex Ltd., Quanta Computer Inc. and Wiwynn Corporation.” |
Quoted from the company's 10-K filed Jan 27, 2026.
Companies that name SNX in their SEC reports
| Relationship to SNX | Company | Filing | Sentence |
|---|---|---|---|
| customer | Penguin Solutions, Inc. (PENG) | 10-K Oct 20, 2026 | “They also include some of the world's largest providers of computing, communications and graphics processors, including Intel Corporation ("Intel"), Advanced Micro Devices, Inc. and TD SYNNEX Corporation; as well as providers of subsystems including Intel; networking products including Super Micro Computer, Inc. and Juniper Networks, Inc.; and suppliers of software products.” |
| supplier | Autodesk, Inc. (ADSK) | 10-K Mar 3, 2026 | “Total revenue from TD Synnex accounted for 14%, 33%, and 39% of Autodesk's total net revenue during fiscal 2026, 2025, and 2024, respectively.” |
| customer | PC CONNECTION INC (CNXN) | 10-K Feb 24, 2026 | “Although we purchase from a diverse vendor base, product purchases from TD Synnex Corporation, Ingram Micro, Inc., and Microsoft Corporation accounted for approximately 25%, 21%, and 13%, respectively, of our total product purchases in 2025.” |
SNX customer concentration
In the period ended Aug 31, 2025, a single direct customer accounted for 11% of revenue, per the company's 10-Q filed Oct 1, 2026. The company does not name it.
SNX company outlook (results filed Sep 24, 2026)
- “The following statements are based on TD SYNNEX's current expectations for the fiscal 2026 fourth quarter.”
Quoted word-for-word from the SEC 8-K results press release.
SNX analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Nov 2026) | $5.99 | $4.77 | +25.6% | $22.24B | 11 |
| Next quarter (ends Feb 2027) | $5.39 | $4.96 | +8.6% | $20.45B | 9 |
| Current fiscal year (ends Nov 2026) | $21.24 | $18.97 | +11.9% | $80.53B | 11 |
| Next fiscal year (ends Nov 2027) | $24.63 | $21.42 | +15.0% | $89.16B | 11 |
Key Statistics (as of October 23, 2026 at 09:22 UTC)
| Price | USD 247.08 |
|---|---|
| Change | ▼ 1.62% (down) |
| Previous Close | USD 251.14 |
| Open | USD 246.56 |
| Day Range | USD 237 – 248.16 |
| 52-Week Range | USD 142.22 – 298.77 |
| Volume | 1,137,949 shares |
| Market Cap | $19.71B |
| Exchange | NYQ |
Technical Analysis (SNX)
Nexqual's technical model rates SNX "STRONG SELL" based on 0 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 09:22 UTC.
| Overall Signal | STRONG SELL |
|---|---|
| RSI (14) | 39.61 (neutral) |
| vs SMA50 | Below (USD 261.31) |
| MACD | -4 (negative) |
Earnings (SNX)
| Next Earnings Date | 2026-09-24 |
|---|---|
| EPS Estimate | USD 5.99 |
| Revenue Estimate | $22.24B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-08-31 | USD 5.68 vs est 4.7 ▲ beat |
| 2026-05-31 | USD 4.85 vs est 4.14 ▲ beat |
| 2026-02-28 | USD 4.73 vs est 3.31 ▲ beat |
| 2025-11-30 | USD 3.83 vs est 3.73 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
Financials & Fundamentals (SNX)
| Total Revenue | $75.67B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +37.70% |
| Gross Margin | +6.89% |
| Operating Margin | +2.99% |
| Profit Margin | +1.75% |
| ROE | +14.93% |
| Debt / Equity | 0.65 |
| Current Ratio | 1.19 |
| Total Cash | $749.30M |
| Total Debt | $6.03B |
| Free Cash Flow (last four quarters to Aug 2026, SEC 10-Q / 10-K) | -$814.96M (-1.1% of revenue) |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
Financial Health Score (SNX)
Nexqual rates TD SYNNEX Corporation's overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:22 UTC.
| Growth | Solid — Revenue +7% YoY (annual) |
|---|---|
| Profitability | Weak — Gross margin 7%, operating 3% (last 12 months) |
| Balance Sheet | Solid — $749M cash and investments vs $5.52B debt (Aug 2026, SEC) |
| Cash Flow | Weak — FCF negative: -$815M (last 4 quarters to Aug 2026, SEC), burning cash |
| Efficiency | Mixed — ROE 15%, ROA 3.5% |
Ownership (SNX)
| Insider Ownership | +4.97% |
|---|---|
| Institutional Ownership | +95.27% |
| Shares Outstanding | 79.78M |
| Float | 73.47M |
| Short % of Float | +2.57% |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
Leadership (SNX)
TD SYNNEX Corporation is led by Patrick Zammit, CEO, President & Director, per Nexqual as of October 23, 2026 at 09:22 UTC.
| CEO, President & Director | Patrick Zammit |
|---|---|
| CFO & EVP | David Jordan |
| Hyve Solutions Chair & Executive Director | Dennis J. Polk |
| President of Europe | Miriam Murphy |
| Chief Strategy and Technology Officer | Sergio Farache |
Major Backers & Investors (SNX)
Notable institutional backers of TD SYNNEX Corporation include FMR, LLC, LSV Asset Management, Abrams Bison Investments, LLC, according to Nexqual as of October 23, 2026 at 09:22 UTC.
Active Investors
| Investor | Stake |
|---|---|
| FMR, LLC | 8.08% |
| LSV Asset Management | 2.79% |
| Abrams Bison Investments, LLC | 2.53% |
| Ninety One UK Ltd | 2.27% |
| Fidelity | 2.11% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 9.18% |
| Vanguard Group | 9.03% |
| State Street | 2.99% |
| Dimensional Fund Advisors | 2.28% |
| Geode Capital | 2.17% |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
From TD SYNNEX Corporation's Latest SEC 10-K Filing (filed 2026-01-27)
Key Strengths & Strategy (as disclosed to the SEC)
- We have distribution agreements with most of our suppliers, including Apple Inc. and HP Inc.
- Our solutions cover all end-user customer needs, including, pure public cloud solutions in productivity and collaboration, IaaS, or Infrastructure as a Service, PaaS, or Platform as a Service, SaaS, or Software as a Service, Security, Mobility, AI and other hybrid solutions.
- Our proprietary IT systems and processes enable us to automate many of our distribution operations.
- Therefore, we believe it is important to provide a broad, end-to-end portfolio, with deep capabilities across the computing continuum to help customers manage the increasingly complex IT ecosystem and deliver the solutions and business outcomes the market desires.
Legal & Regulatory Risks (Item 1A, quoted)
- Our business also involves the use, storage and transmission of information about our co-workers, and customers. If any person, including any of our co-workers, negligently disregards or intentionally breaches our established controls with respect to such data or otherwise mismanages or misappropriates that data, we could be subject to monetary damages, fines or other regulatory or criminal consequences.
- We could also face legal, regulatory, reputational and financial risks if we fail to protect customer and internal data from security breaches or cyberattacks.
- Our efforts to expand AI capabilities within our products and internal functions involve risks, costs and operational challenges. Although we aim to design, develop, and deploy AI responsibly and to identify and mitigate associated ethical, legal and technical risks, we may not detect or resolve issues before they occur.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| ARW | Arrow Electronics, Inc. | USD 209.4 | ▼ 4.44% |
| AVT | Avnet, Inc. | USD 88.64 | ▼ 4.82% |
| NSIT | Insight Enterprises, Inc. | USD 171.27 | ▲ 0.05% |
| CNXN | PC Connection, Inc. | USD 88.51 | ▲ 0.89% |
| SCSC | ScanSource, Inc. | USD 59.96 | ▼ 1.79% |
| CLMB | Climb Global Solutions, Inc. | USD 31.95 | ▲ 1.98% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:22 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt