SNX TD Synnex Corp

$SNX TD Synnex sees Q4 non-GAAP EPS $5.65-$6.15, consensus $4.87 Sees revenue $21.8B-$22.6B, consensus $19.44B. Sees non-GAAP gross billings $31.4B-$32.4B.

$SNX TD Synnex reports Q3 non-GAAP EPS $5.68, consensus $4.70 Reports Q3 revenue $21.6B, consensus $18.91B. "We delivered another record quarter, with Distribution and Hyve both performing above our expectations and growing above market," said Patrick Zammit, CEO of TD SYNNEX. "Enterprise AI adoption is progressing toward broader production deployments. Data center modernization remains a priority as organizations prepare for next-generation infrastructure requirements, while AI is driving new security, governance, and compliance requirements across technology environments. We believe these trends expand our opportunities across Distribution and Hyve and support our confidence in our long-term growth potential."

$SNX earnings in 10 days. let this AI hardware scare die down, then rip after earnings. 330 zone? Scientific wild ass guess.

$SNX 18 SEP 26 $280 CALL $1.25 ALL-TIME HIGH BREAKOUT POTENTIAL + $287 PRICE UPGRADE BY BARCLAYS + HIGH CONFIDENCE + BULLISH SECTOR SENTIMENT

$SNX down about 11.5%, worst mid cap i can find today, and it beat. non gaap eps 5.68 vs 4.70 expected, revenue 21.56 billion vs 18.91 billion, and q4 guidance came in above consensus on both lines. so why the dump. gross billings grew 40% on hyperscale ai server orders, and that volume carries thin margin and eats working capital. free cash flow went sharply negative funding inventory. it also closed 287.89 yesterday after tagging 298.77 intraday, so it ran into the print.

$SNX TD SYNNEX posted a real beat this morning and the stock is down about 9% premarket. EPS $5.68 vs $4.64 expected (+22%). Revenue $21.6B vs ~$18.8B expected (+15%). AI server orders through Hyve came in at $3.8B vs $3.3B estimated. Two lines down is the reason: gross margin compressed 61bps to 6.61%, and free cash flow swung from +$214M a year ago to -$976M as inventories hit $15.3B. Hyperscale AI orders move boxes fast. They also tie up a lot of capital. CEO Patrick Zammit said Distribution and Hyve both beat expectations on enterprise AI adoption and data center modernization.

$SNX This is deja vu from last quarter - Beat and drop big. It will.go up again by next quarter.

$SNX yank. but ... don't see how this thing doesn't have intra-day turn higher. they will beat next quarter guide again imo (guided essentially flat QoQ) -- but if they put up 23-23.5B revs, prob will do 6.50-7 EPS Q4

$SNX Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $5.68 up 58.66% YoY • Reported revenue of $21.56B up 37.75% YoY • For Q4 FY26, TD SYNNEX expects revenue of $21.8B, non-GAAP gross billings of $31.4B, non-GAAP net income of $454M, and non-GAAP diluted EPS of $5.65-$6.15.

$SNX anyone know margins of Hyve vs the traditional distribution biz? and what % of revs Hyve is vs rest of biz? tiny margins here but seem like they have a little HPE/DELL/SMCI inside the larger biz. looks like a rocket ship here, potentially.

$SNX JUST WOKE UP. 🚨📈 TD SYNNEX ripping nearly 5% today with a strong intraday breakout from the $256 area toward $268. The momentum is real, and the stock is now approaching the $267–$268 area after reclaiming today’s highs. One catalyst already on the calendar: Q3 earnings are scheduled for Sept. 24 before market open. I’m watching $268+ for continuation, but I’m NOT chasing a vertical move. If momentum holds and volume confirms, this could get interesting. 👀🔥 Prime Options Trade — levels first, risk management always. ⚠️ Options are high-risk and can lose 100% of the premium. This is not financial advice.