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

TD SYNNEX (SNX) reported its fiscal 2025 Q3 earnings on Oct 01st, 2025. The company delivered results above expectations, with strong revenue growth and a significant rise in net income. TD SYNNEX also raised its revenue and earnings guidance for the coming quarter, reflecting confidence in its long-term growth trajectory.

Revenue
TD SYNNEX reported total revenue of $15.65 billion for fiscal 2025 Q3, representing a 6.6% increase compared to $14.68 billion in the same period last year. This year-over-year growth highlights the company's ability to capitalize on ongoing digital transformation and enterprise demand for cloud and AI solutions.

Earnings/Net Income
TD SYNNEX’s earnings per share (EPS) surged 32.1% to $2.76 in 2025 Q3, compared to $2.09 in 2024 Q3. The company also reported net income of $226.79 million, a 27.0% increase from $178.56 million in the prior-year quarter. This marks the 21st consecutive year of profitability in the corresponding quarter, demonstrating consistent operational strength and resilience. The EPS increase is a positive sign of strong profitability.

Price Action
TD SYNNEX’s stock price has shown notable strength in the post-earnings period. Over the latest trading day, the stock edged up 2.00%, followed by a 9.35% increase during the most recent full trading week and a 11.02% gain month-to-date.

Post Earnings Price Action Review
Following the earnings release, the stock surged 9.7% as the company exceeded expectations with both its financial results and updated guidance. This reaction reflects strong investor confidence in TD SYNNEX’s strategic direction, particularly in its AI and cloud initiatives. The 10% increase in the quarterly cash dividend, now set at $0.44 per share, further reinforces the company's commitment to returning value to shareholders.

CEO Commentary
TD SYNNEX CEO Bharvi Kataria highlighted the company's strong Q3 performance, attributing the success to digital transformation and AI adoption. Kataria emphasized the launch of the AI Pioneers apprenticeship program and the new PartnerFirst platform, both designed to enhance operational efficiency and support partners in the AI and cloud ecosystem. While acknowledging margin pressures from mixed gross billings, Kataria expressed confidence in long-term growth through recurring software and cloud revenue streams.

Guidance
TD SYNNEX raised its revenue and earnings guidance for the upcoming quarter and also announced a 10% dividend increase. The company projects $66.8 billion in revenue and $914.7 million in earnings by 2028, representing an annual revenue growth rate of 3.7% and an increase in earnings of $195.4 million from current levels.

Additional News
On September 27, 2025, TD SYNNEX announced a 10% increase in its quarterly cash dividend to $0.44 per share, payable on October 31, 2025. Alongside the updated dividend, the company unveiled new digital initiatives, including the AI Pioneers apprenticeship program and the PartnerFirst platform, aimed at enhancing partner enablement and operational efficiency. These strategic moves are intended to address the skills gap in AI implementation and drive enterprise adoption of AI and cloud services. Additionally, the company has raised its revenue and earnings guidance for the coming quarter, signaling optimism around digital transformation and long-term growth opportunities in AI and cloud services.