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TD SYNNEX (SNX) investor relations material
TD SYNNEX Company presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company overview and investment thesis
Global leader with sustainable competitive advantages and a diversified business model serving large addressable markets.
Focus on significant cash flow generation and returning capital to shareholders.
Experienced management team with a culture fostering growth and results.
Business segments and strategy
Operates two complementary businesses: Distribution and Hyve Solutions.
Distribution has market-leading reach in a multi-trillion dollar industry, supporting reinvestment and shareholder returns.
Hyve Solutions is a leading US-based original design manufacturer for data center infrastructure, offering higher growth and margin profiles.
Market opportunity and growth drivers
Addressable IT market exceeds $3.3T and is expected to outpace global GDP growth.
Distribution channel represents 13% of the IT market, with high-growth areas in AI, security, and data analytics.
Hyperscale and cloud infrastructure market is valued at $685B+ with a 16% CAGR, driven by sustained cloud and AI investment.
- Record Q2 FY26 growth in gross billings and EPS, with strong Q3 outlook and increased dividend.SNX
Q2 202625 Jun 2026 - Revenue and non-GAAP billings up double digits; EPS, cash flow, and dividend all increased.SNX
Q2 202522 Jun 2026 - Record Q1 FY26 growth and strong Q2 outlook driven by robust demand and hyperscale expansion.SNX
Q1 202622 Jun 2026 - Strong growth, high cash conversion, and significant shareholder returns drive performance.SNX
Investor presentation31 Mar 2026 - Strong growth in IT distribution and cloud infrastructure drives robust earnings and shareholder returns.SNX
Company presentation31 Mar 2026 - Key votes include director elections, say-on-pay, auditor ratification, and a charter amendment.SNX
Proxy Filing13 Feb 2026 - Proxy covers director elections, say-on-pay, auditor ratification, and ESG progress.SNX
Proxy Filing13 Feb 2026 - Board seeks approval for director elections, executive pay, auditor ratification, and expanded shareholder rights.SNX
Proxy Filing3 Feb 2026 - Q2 delivered 3% gross billings growth, margin gains, and strong shareholder returns.SNX
Q2 20243 Feb 2026
Next TD SYNNEX earnings date
Next TD SYNNEX earnings date
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