TD SYNNEX 2025 Q3 Earnings Strong Performance as Net Income Surges 27%

TD SYNNEX reported fiscal 2025 Q3 results that exceeded expectations, with both revenue and earnings growth outpacing the prior-year period. The company also issued in-line guidance for the fourth quarter, reflecting continued confidence in its go-to-market strategy and market dynamics.

Revenue

Earnings/Net Income
TD SYNNEX's earnings surged, with EPS rising 32.1% to $2.76, and net income climbing 27.0% to $226.79 million. The sustained profitability, now in its 20th consecutive year, highlights the company’s strong operational discipline and resilience. The company's performance reflects its ability to convert top-line growth into meaningful bottom-line results.

Price Action
Following the earnings release, TD SYNNEX’s stock price rose 8.84% in the latest trading day, adding to a 5.92% weekly gain and a 7.43% rise over the past month. The positive price movement aligns with the market's favorable reaction to the company’s strong results.

Post Earnings Price Action Review
CEO Patrick Zammit highlighted strong execution and strategic focus as key drivers of performance, noting record non-GAAP gross billings and diluted earnings per share. The 12% gross billings growth (10% constant currency) and 25% EPS growth underscored broad-based strength across the business, including robust performance from Hyve, which delivered mid-30s year-over-year growth. Zammit emphasized key growth drivers such as hyperscaler cloud investments, software, and PCs, as well as strategic initiatives in AI enablement and cybersecurity. Looking ahead, he outlined plans to enhance the customer experience through a unified partner portal.

Guidance
TD SYNNEX expects Q4 2025 gross billings of $23 billion to $24 billion and net revenue of $16.5 billion to $17.3 billion, with non-GAAP diluted EPS projected at $3.45 to $3.95. The guidance reflects a 11% growth at the midpoint and aligns with sustained demand in PCs, software, and data center infrastructure driven by Hyve and hyperscaler cloud spending.

Additional News
TD SYNNEX (NYSE: SNX) saw its shares rise 5.3% in the afternoon session after the company reported third-quarter results that surpassed expectations. The market reacted favorably to the company’s strong revenue and earnings growth, along with its forward-looking guidance. No major non-earnings announcements such as M&A activity, C-level changes, or buybacks were reported within the three-week period from September 25, 2025. However, the company's continued strategic investments in AI, cybersecurity, and digital transformation suggest ongoing momentum in its core markets.