TD Synnex Corp · SNX · Next earnings

TD Synnex Corp reports Thursday, Sep 24, 2026

SNX reports before market open with consensus EPS at $4.70 and revenue at $18.91B. Last quarter: TD SYNNEX Reaffirms Outlook as AI and Hyve Drive Growth

Reports Before market open0 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $4.70 Calendar consensus
Consensus revenue $18.91B Calendar consensus
Report date Sep 24, 2026 Thursday, date estimated
Session Before market open 0 days away

Where SNX left off: FY2026 Q3

Full report

TD SYNNEX Reaffirms Outlook as AI and Hyve Drive Growth

EPS surprise — Reported — vs $4.70
Revenue surprise — Reported — vs $18.91B
Stock move -9.8% Event window
Subsequent drift 0.0% Up to 20 sessions

Maintained: management reaffirmed the FY2026 outlook and projected FY2026 Q4 and FY2027 billings growth of about 31% year over year at the midpoint.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Low-margin AI server manufacturing mix could pressure margins.
  • Hyve contract cancellations or volume shifts could affect growth.
  • Elevated inventory and a lengthening cash-conversion cycle could strain working capital.
  • Future data-center spending and competitive intensity remain uncertain.

Questions analysts left open

  • Whether margin discipline can hold as AI competition intensifies.
  • Potential data-center spending pullback and its effect on growth.
  • Cash-flow and working-capital requirements into FY2027.
  • Stability and cancellation risk of Hyve contracts.

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Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.