Nov 30, 2021

TD Synnex Q4 2021 Earnings Report

TD Synnex reported results ahead of expectations due to strong execution and collaboration.

Key Takeaways

TD Synnex reported Q4 revenue of $15.6 billion, a 155.1% increase year-over-year, primarily due to the merger with Tech Data. Non-GAAP diluted EPS from continuing operations was $2.86, a 1.4% increase year-over-year.

Revenue was $15.6 billion, up 155.1% from the prior fiscal fourth quarter primarily due to the impact of the completion of the merger with Tech Data on September 1, 2021.

Operating income was $185 million, compared to $200 million, in the prior fiscal fourth quarter.

Non-GAAP operating income was $408 million, in fiscal year fourth quarter 2021, compared to $221 million, in the prior fiscal fourth quarter.

Cash generated from operations was $561 million for the quarter.

Total Revenue
$15.6B
Previous year: $7.41B
+110.6%
EPS
$2.86
Previous year: $5.21
-45.1%
Gross Profit
$943M
Previous year: $823M
+14.6%
Cash and Equivalents
$994M
Previous year: $1.56B
-36.5%
Free Cash Flow
$520M
Previous year: $217M
+140.1%
Total Assets
$27.7B
Previous year: $13.5B
+105.4%

TD Synnex

TD Synnex

Forward Guidance

TD SYNNEX provided financial guidance for the first quarter and full fiscal year 2022.

Positive Outlook

  • Revenue is expected to be in the range of $14.75 billion to $15.75 billion for Q1 2022.
  • Net income is expected to be in the range of $74 million to $134 million for Q1 2022.
  • Non-GAAP net income is expected to be in the range of $245 million to $275 million for Q1 2022.
  • Diluted earnings per share is expected to be in the range of $0.77 to $1.39 for Q1 2022.
  • Non-GAAP diluted earnings per share is expected to be in the range of $2.55 to $2.85 for Q1 2022.

Challenges Ahead

  • Diluted earnings per share is expected to be in the range of $4.83 to $5.90 for FY2022.
  • Non-GAAP diluted earnings per share is expected to be in the range of $10.80 to $11.20 for FY2022.
  • These statements are forward-looking and actual results may differ materially.
  • The forward-looking statements are subject to risks and uncertainties.
  • TD SYNNEX assumes no obligation to update information contained in this press release.