earnings
confidence high
sentiment positive
materiality 0.80
TD SYNNEX Q1 record revenue $17.2B (+18.1% YoY); non-GAAP EPS $4.73 (+68.9%); dividend raised 9%
TD SYNNEX CORP
2026-Q1 EPS
reported $4.04
vs consensus $3.34
▲ beat
(+21.0%)
- Revenue $17.2B, +18.1% YoY, significantly above outlook; non-GAAP gross billings $25.8B, +24.4% YoY.
- GAAP diluted EPS $4.04, non-GAAP diluted EPS $4.73, +68.9% YoY, above outlook.
- Quarterly dividend raised 9% to $0.48 per share; returned $118M ($80M buybacks + $39M dividends).
- GAAP operating margin 2.85% (up 75 bps); non-GAAP operating margin 3.44% (up 70 bps).
- Reportable segments revised to Americas, Europe, APJ distribution, and Hyve Solutions globally.