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Nov 30, 2025
TD Synnex Q4 2025 Earnings Report
TD SYNNEX reported record Q4 results with strong earnings and revenue growth.
Key Takeaways
TD SYNNEX posted a strong Q4 performance, achieving record non-GAAP EPS and gross billings. Revenue and net income increased, reflecting momentum across geographic segments and continued execution of its diversified business strategy.
Achieved record quarterly non-GAAP gross billings of $24.3B
Non-GAAP EPS rose to $3.83, up from $3.09
Strong performance in all regions, especially APJ and Europe
Cash flow from operations reached $1.5B, supporting capital returns
Revenue by Geographic Location
Forward Guidance
TD SYNNEX expects continued growth in Q1 2026 with increased revenue and EPS guidance, though macroeconomic conditions may pose challenges.
Positive Outlook
- Revenue guidance of $15.1B–$15.9B
- Non-GAAP EPS guidance of $3.00–$3.50
- Non-GAAP net income forecast between $243M–$283M
- Strong demand across high-growth technology segments
- Continued execution of strategic initiatives
Challenges Ahead
- Potential FX headwinds
- Macroeconomic uncertainty remains
- Revenue impact from higher net basis sales mix
- Increased competitive pressure in some regions
- Q1 guidance range reflects cautious outlook
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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