TD SYNNEX 2025 Q4 Earnings Strong Performance as Net Income Surges 27.5%

TD SYNNEX (SNX) reported fiscal 2025 Q4 earnings on Jan 8, 2026, with revenue and EPS exceeding expectations. The company maintained in-line guidance for Q1 FY26, reflecting confidence in sustained growth.

Revenue

TD SYNNEX’s total revenue grew 9.7% year-over-year to $17.38 billion, driven by robust demand in cloud infrastructure and PC upgrades. Regional performance highlighted strong momentum: the Americas saw 9% growth to $14.1 billion, Europe surged 21% to $8.4 billion, and the Asia-Pacific and Japan region expanded 34% to $1.8 billion in non-GAAP gross billings.

Earnings/Net Income

Earnings per share (EPS) rose 32.6% to $3.05, while net income reached $248.41 million—a 27.5% increase from $194.80 million. The EPS growth of 32.6% highlights the company’s strong earnings performance.

Post-Earnings Price Action Review

The strategy of buying SNX when earnings beat and holding for 30 days delivered moderate performance, achieving a 78.34% return, slightly underperforming the benchmark by 2.27%. With a maximum drawdown of 0.00% and a Sharpe ratio of 0.41, the strategy indicated a low-risk profile, but the 30.47% volatility suggested potential for significant fluctuations.

CEO Commentary

CEO Patrick Zammit emphasized TD SYNNEX’s 15% year-over-year gross billings growth ($24.3 billion) and 24% EPS increase ($3.83), attributing success to cloud demand, AI adoption, and strategic initiatives like omnichannel engagement and Hyve’s 50% YoY growth. Regional momentum in Asia-Pacific, Europe, and Latin America was underscored.

Guidance

For Q1 FY26, TD SYNNEX guided non-GAAP gross billings of $22.7–23.7 billion (12% YoY growth), net revenue of $15.1–15.9 billion (33% gross-to-net), and EPS of $3–3.50.

Additional News

1. Dividend Increase: TD SYNNEX announced a $0.48 quarterly dividend, up 9.1% from $0.44, payable Jan 30, 2026.

2. Hedge Fund Activity: Institutional investors adjusted positions, with THRIVENT FINANCIAL FOR LUTHERANS adding 961,696 shares (+3094.0%) in Q3 2025, while FMR LLC reduced holdings by 21.7%.

3. Analyst Optimism: Five firms issued “Buy” ratings, and eight set price targets averaging $178.5, reflecting confidence in the company’s growth trajectory.