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TD SYNNEX Corporation (CH:SUX)
:SUX

TD SYNNEX Corporation (SUX) Price & Analysis

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SUX Stock Chart & Stats

Currently, no data available
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Bulls Say, Bears Say

Bulls Say
Scale & Hyperscaler WinsMajor vendor and hyperscaler partnerships create durable distribution volume, recurring billings and preferential access to capacity. These relationships strengthen TD SYNNEX’s channel moat, support long-term share gains in cloud/AI infrastructure, and increase stickiness of vendor-reseller ecosystems over secular demand cycles.
Improving ProfitabilitySubstantial YoY operating and EPS expansion reflects better mix, cost discipline and growing higher-value services like Hyve and software distribution. Persistent margin improvement enhances earnings power, supports reinvestment in automation and sales, and makes returns less dependent solely on volume swings.
Funding & Balance-Sheet FlexibilityManageable leverage, $1.1B cash and new securitization capacity materially improve liquidity and working-capital funding. Proactive access to receivables financing and a filed shelf reduce refinancing risk during inventory cycles and support Hyve expansion without immediate strain on core liquidity.
Bears Say
Weak Free Cash FlowA sharp ~70% TTM FCF decline and light operating cash versus earnings highlight structural cash-conversion risk in the distribution model. Persistent FCF weakness limits organic funding for capex and working capital, increases reliance on external financing, and constrains sustained capital returns.
Working-Capital BuildLarge sequential inventory accumulation tied to Hyve ramps ties up liquidity and raises obsolescence and pricing risk in cyclical categories like PCs. Elevated working capital reduces operational flexibility, magnifies cash volatility in downturns, and can pressure margins if sales mix or prices shift.
Hyve Margin & Mix RiskHyve’s hypergrowth is profitable in absolute terms but shows margin compression from mix and ramp inefficiencies. If lower Hyve margins persist or scale benefits take longer, consolidated margins and projected ROIC on manufacturing/capex investments could be lower than modeled, delaying payback.

TD SYNNEX Corporation News

SUX FAQ

What was TD SYNNEX Corporation’s price range in the past 12 months?
Currently, no data Available
What is TD SYNNEX Corporation’s market cap?
TD SYNNEX Corporation’s market cap is CHF16.54B.
    When is TD SYNNEX Corporation’s upcoming earnings report date?
    TD SYNNEX Corporation’s upcoming earnings report date is Sep 29, 2026 which is in 54 days.
      How were TD SYNNEX Corporation’s earnings last quarter?
      TD SYNNEX Corporation released its earnings results on Jun 25, 2026. The company reported CHF3.953 earnings per share for the quarter, beating the consensus estimate of CHF3.375 by CHF0.578.
        Is TD SYNNEX Corporation overvalued?
        According to Wall Street analysts TD SYNNEX Corporation’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
          Does TD SYNNEX Corporation pay dividends?
          TD SYNNEX Corporation does not currently pay dividends.
          What is TD SYNNEX Corporation’s EPS estimate?
          TD SYNNEX Corporation’s EPS estimate is 3.73.
            How many shares outstanding does TD SYNNEX Corporation have?
            Currently, no data Available
            What happened to TD SYNNEX Corporation’s price movement after its last earnings report?
            TD SYNNEX Corporation reported an EPS of CHF3.953 in its last earnings report, beating expectations of CHF3.375. Following the earnings report the stock price went same N/A.
              Which hedge fund is a major shareholder of TD SYNNEX Corporation?
              Currently, no hedge funds are holding shares in CH:SUX
              What is the TipRanks Smart Score and how is it calculated?
              Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                Company Description

                TD SYNNEX Corporation

                TD SYNNEX Corporation operates as a distributor and solutions aggregator for the information technology (IT) ecosystem in the United States, Europe, and internationally. It offers endpoint solutions, including personal computing devices and peripherals, mobile phones and accessories, printers, and supplies; and advanced solutions comprising data center technologies, such as hybrid cloud, security, storage, networking, servers, software, converged and hyper-converged infrastructure, and hyperscale infrastructure. The company also provides design, integration, test and other production value-added solutions, such as thermal testing, power-draw efficiency testing, burn-in, quality, and logistics support; logistics and field services; depot repair and customer management services; and cloud services, including public cloud solutions in productivity and collaboration, infrastructure as a service, platform as a service, software as a service, security, mobility, AI, and other hybrid solutions. In addition, it offers online services; financing options, including net terms, third party leasing, floor plan financing and letters-of-credit backed financing and arrangements, as well lease products to reseller customers and their end-users and provides device-as-a-service to end-users; and marketing services comprising direct mail, external media advertising, reseller product training, targeted telemarketing campaigns, national and regional trade shows, trade groups, database analysis, print on demand services, and web-based marketing. It serves value-added resellers, corporate resellers, government resellers, system integrators, direct marketers, retailers, and managed service providers. The company was formerly known as SYNNEX Corporation and changed its name to TD SYNNEX Corporation in September 2021. TD SYNNEX Corporation was founded in 1980 and is headquartered in Fremont, California.

                TD SYNNEX Corporation (SUX) Earnings & Revenues

                SUX Company Deck

                SUX Earnings Call

                Q2 2026
                0:00 / 0:00
                Earnings Call Sentiment|Positive
                The call communicated a strongly positive operating quarter with record billings, substantial year-over-year revenue and profit growth, major vendor and hyperscaler wins, and aggressive investments to capture AI-driven demand. Offsetting risks include near-term free cash flow consumption driven by Hyve working capital and capex, inventory accumulation (partly strategic), a Hyve margin mix impact, and supply-side risks (memory/CPUs). Management provided cautious but constructive guidance and emphasized that some inventory-related margin benefits are temporary and that Hyve ramps will materialize in late FY2026/early FY2027.View all CH:SUX earnings summaries

                SUX Stock 12 Month Forecast

                Average Price Target

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