earnings
confidence high
sentiment positive
materiality 0.80
TD SYNNEX Q3 FY26 revenue up 37.7%, EPS $5.18; dividend raised to $0.48
TD SYNNEX CORP
- Revenue of $21.6B, up 37.7% YoY; non-GAAP gross billings $31.8B, up 40.0%.
- GAAP diluted EPS $5.18, non-GAAP $5.68, up 89.1% and 58.7% YoY respectively.
- Operating income $643M GAAP, $736M non-GAAP; margins expanded 53 and 39 bps.
- Quarterly dividend raised 9% to $0.48/share for Q4 FY26; $139M returned to stockholders.
- CEO cites AI adoption and data center modernization driving growth in Distribution and Hyve.