TD Synnex Corp
Rising onWhy it's trendingX mentions rising faster than the marketBacked by solid revenue growthPrice and volume picking up$268.47-3.3%YTD+83.9%1Y+101.5%
Mentions · last 7 days
226
Price updated 3m ago·X counts updated 20h ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $SNX, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Technology Distributors sits in its cycle right now — and what that implies for $SNX.
Technology Distributors
Enterprise AI hardware procurement and server refresh remain the structural tailwind — Arrow Electronics' Q1 beat and $1B buyback confirms sustained channel demand for semiconductors and enterprise computing in AI infrastructure buildouts. The top chatter this week (INHD) reflects consumer electronics recycling demand, a separate cycle from the enterprise distribution tailwind.
Industry benchmark
4-name peer basket
+51.7%YTD
+1296.4%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
19.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
12.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
2.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
1.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
0.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
17.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
6.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q1 2026Jun 25, 2026$4.85$4.14+17.1%
Q4 2025Mar 31, 2026$4.73$3.29+43.8%
Q4 2025Jan 8, 2026$3.83$3.68+4.1%
Q2 2025Sep 25, 2025$3.58$3.05+17.4%
Next earningsThu, Sep 24·consensus EPS $3.80
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$19.6B+31.0%6.8%2.7%$4.16$-332.4M
Q1 FY26$17.2B+18.1%7.3%2.9%$4.05$-929.0M
Q4 FY25$17.4B+9.7%6.4%2.3%$3.08$1.4B
Q3 FY25$15.7B+6.6%6.7%2.5%$2.75$213.9M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$68.8B$67.9B – $69.8B$17.11$15.73 – $17.928
FY27$73.2B$71.9B – $74.8B$19.25$17.40 – $21.018
FY28$79.5B$78.4B – $80.5B$22.45$21.79 – $23.494
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.88%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+12.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+54.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatMid float · 74.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.445-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
In themes
Explore the broader themes this ticker is being talked about under.
More in Technology Distributors
Peers in the same group — one click to compare setups, fundamentals, and chatter.
Voices on X · top 3 · last 7 days