Core Insights - The performance of TD SYNNEX's international operations is crucial for assessing its financial resilience and growth prospects [1][2][3] Revenue Performance - The total revenue for TD SYNNEX in the quarter ended August 2025 was $15.65 billion, reflecting a year-over-year increase of 6.6% [4] - Europe contributed $5.17 billion, accounting for 33.1% of total revenue, surpassing the consensus estimate of $4.71 billion by 9.99% [5] - Asia-Pacific and Japan generated $1.21 billion, representing 7.7% of total revenue, exceeding expectations by 15.95% [6] Future Projections - Analysts project revenues of $16.9 billion for the current fiscal quarter, indicating a 6.7% increase year-over-year, with Europe expected to contribute 32.8% and Asia-Pacific and Japan 6.6% [7] - For the full year, total revenue is anticipated to reach $60.96 billion, up 4.3% from the previous year, with Europe and Asia-Pacific and Japan expected to account for 33.3% and 6.9% of total revenue, respectively [8] Market Dynamics - The reliance on global markets presents both opportunities and challenges for TD SYNNEX, making the analysis of international revenue trends essential for forecasting future performance [9][10] - The company's stock has increased by 12.1% over the past month, outperforming the S&P 500's 3.2% increase, and has risen 19% over the past three months compared to the S&P 500's 8.3% [13]

Company Overview - TD SYNNEX (SNX) currently holds a Momentum Style Score of B, indicating a positive outlook based on its price change and earnings estimate revisions [3][12] - The company has a Zacks Rank of 2 (Buy), which is supported by a strong track record of outperformance when combined with a Momentum Style Score of "A or B" [4] Price Performance - Over the past week, SNX shares have increased by 9.68%, while the Zacks Electronics - Miscellaneous Products industry remained flat [6] - In a longer time frame, SNX's monthly price change is 11.1%, outperforming the industry's 4.01% [6] - For the past quarter, SNX shares have risen by 17.32%, and over the last year, they have gained 37.46%, compared to the S&P 500's increases of 8.48% and 16.96%, respectively [7] Trading Volume - The average 20-day trading volume for SNX is 852,090 shares, which serves as a bullish indicator when the stock is rising with above-average volume [8] Earnings Outlook - In the past two months, one earnings estimate for SNX has moved higher, while none have moved lower, resulting in an increase in the consensus estimate from $12.11 to $12.13 [10] - For the next fiscal year, one estimate has also moved upwards with no downward revisions during the same period [10]

Group 1 - TD SYNNEX Corporation (NYSE: SNX) has shown solid growth, with positive traction in its Hyve segment and a commitment to returning capital to shareholders [1] - The author previously upgraded the stock to a buy rating based on these growth indicators [1] Group 2 - The author emphasizes a diverse investing background, incorporating fundamental, technical, and momentum investing strategies to enhance their investment process [1]

Group 1 - TD SYNNEX Corporation (NYSE: SNX) has shown solid growth, with positive traction in its Hyve segment and a commitment to returning capital to shareholders [1] - The author previously upgraded the stock to a buy rating based on these growth indicators [1] Group 2 - The author emphasizes a diverse investment strategy, incorporating fundamental, technical, and momentum investing approaches to enhance their investment process [1]

Core Insights - TD SYNNEX (SNX) reported non-GAAP earnings of $3.58 per share for Q3 FY2025, exceeding the Zacks Consensus Estimate by 18.5% and reflecting a 25.2% year-over-year increase [1][9] - Revenues for the quarter reached $15.7 billion, a 6.6% year-over-year growth, surpassing the consensus mark by 3.4% [1][9] - The company provided optimistic guidance for Q4, expecting revenues between $16.5 billion and $17.3 billion, and non-GAAP earnings per share between $3.45 and $3.95 [10] Financial Performance - Endpoint Solutions revenues were $7.7 billion, marking an 11% year-over-year growth, while Advanced Solutions revenues reached $7.9 billion, reflecting a 2% year-over-year growth [3][9] - Non-GAAP gross profit increased by 17.6% year-over-year to $1.13 billion, with gross margin expanding by 68 basis points to 7.22% [3] - Adjusted SG&A expenses rose to $654.9 million from $568.2 million year-over-year, with SG&A as a percentage of revenues increasing by 27 basis points to 4.75% [4] Cash Flow and Shareholder Returns - Cash provided by operational activities was $246 million, down from $573.2 million in the previous quarter, while free cash flow was $214 million compared to $543 million in the prior quarter [7] - The company returned $210 million to shareholders through $174 million in share repurchases and $36 million in dividends [7] - A 10% increase in the quarterly cash dividend was announced, raising it to 44 cents per share, demonstrating commitment to shareholder value [8] Balance Sheet - As of August 31, 2025, cash and cash equivalents stood at $874.35 million, up from $767.1 million as of May 31, 2025 [6] - Long-term debt decreased to $3.04 billion from $3.72 billion in the previous quarter [6]

Core Insights - TD SYNNEX reported better-than-expected third-quarter results, with revenue of $15.65 billion, surpassing analysts' expectations of $15.11 billion and marking a 6.6% increase from $14.69 billion a year ago [1] - The company achieved adjusted earnings of $3.58 per share, exceeding the forecast of $3.05 per share, representing a 25.2% growth compared to $2.86 per share from the previous year [2] - CEO Patrick Zammit highlighted that the strong performance was due to effective execution, a differentiated go-to-market strategy, and a comprehensive portfolio of products and services [3] Financial Outlook - For the fourth quarter of 2025, TD SYNNEX anticipates adjusted earnings between $3.45 and $3.95 per share, higher than the market expectation of $3.33 per share [3] - The revenue outlook for the upcoming quarter is projected to be between $16.50 billion and $17.30 billion, exceeding the anticipated $15.99 billion [3] Stock Performance and Analyst Ratings - Following the earnings announcement, TD SYNNEX shares gained 1% to $161.30 [4] - Analysts have adjusted their price targets for TD SYNNEX, with B of A Securities raising it from $170 to $180, Barclays from $140 to $164, Morgan Stanley from $173 to $181, and RBC Capital from $165 to $180 [9]

Core Insights - TD SYNNEX reported third-quarter revenue of $15.65 billion, exceeding analysts' expectations of $15.11 billion and reflecting a 6.6% increase from $14.69 billion a year ago [1] - The company achieved adjusted earnings of $3.58 per share, surpassing the forecast of $3.05 per share and representing a 25.2% growth from $2.86 per share a year prior [2] - CEO Patrick Zammit highlighted the record-setting performance due to strong execution, a differentiated go-to-market strategy, and a comprehensive product and service portfolio [3] Financial Outlook - For the fourth quarter of 2025, TD SYNNEX anticipates adjusted earnings between $3.45 and $3.95 per share, exceeding the market expectation of $3.33 per share [3] - Revenue for the upcoming quarter is projected to be between $16.50 billion and $17.30 billion, surpassing the anticipated $15.99 billion [3] Stock Performance and Analyst Ratings - Following the earnings announcement, TD SYNNEX shares increased by 1% to $161.30 [4] - Analysts have adjusted their price targets for TD SYNNEX, with B of A Securities raising it from $170 to $180, Barclays from $140 to $164, Morgan Stanley from $173 to $181, and RBC Capital from $165 to $180 [9]

Core Insights - TD SYNNEX (NYSE: SNX) is a significant player in the technology distribution and services industry, competing with major distributors like Ingram Micro and Arrow Electronics [1] - The company reported strong financial results for the quarter ending August 2025, showcasing its robust market position [1] Financial Performance - Earnings per share (EPS) for the quarter were $3.58, exceeding the estimated $3.02 and showing a year-over-year improvement from $2.86 [2][6] - Revenue reached approximately $15.65 billion, surpassing expectations and marking a 6.6% increase from the previous year's revenue of $14.68 billion [3][6] - Gross profit increased by 17.6%, reaching $1.13 billion, with a gross margin improvement from 6.54% to 7.22% [4][6] Financial Ratios - The company has a price-to-earnings (P/E) ratio of approximately 17.40 and a price-to-sales ratio of about 0.21, indicating favorable market valuation [5] - A debt-to-equity ratio of approximately 0.49 suggests a moderate level of debt, while a current ratio of around 1.26 indicates the company's ability to meet short-term liabilities [5]

Group 1 - TD SYNNEX PartnerFirst represents an evolution in the customer digital experience by integrating platforms and capabilities into a unified framework [1]

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