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TD SYNNEX Corporation

SNX

Technology · 256.02 -1.0% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

TD SYNNEX Corporation's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 17 directly disclosed connections are confirming.

Company-1.0% todayVolume comparison unavailable
Market group0 of 1 activeIT Distribution · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • SNX's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if SNX's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Technology · Electronics & Computer Distribution

No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 17 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • SNX's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements121
Verified relationships13
Evidence supporting the case
  • Latest annual revenue changed +6.9% year over year.
  • Operating cash flow covered net income at 1.85x in the latest annual period.
  • Macroeconomic conditions has repeated favorable evidence across 4 filings.
  • Supply chain and availability has repeated favorable evidence across 4 filings.
Evidence challenging the case
  • Restructuring and cost reductions has repeated adverse evidence across 4 filings.
Questions before a position
  • EV/sales is 47% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

256.02
6m+62.0%12m+71.5%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-11-30$31.6B+58.3%$6.24+22.4%
2022-11-30$62.3B+97.2%$6.77
2023-11-30$57.6B-7.7%$6.70-2.8%
2024-11-30$58.5B+1.6%$7.95-7.5%
2025-11-30$62.5B+6.9%$9.95-4.0%

What management says matters

Persistent and emerging business drivers

Macroeconomic conditionspositive · 4 filings
The market for IT products has generally been characterized by declining unit prices and short product life cycles, although unit prices for certain products have increased during certain periods due to factors such as supply chain constraints and inflation.
10-Q · Apr 2, 2026
Restructuring and cost reductionsmixed · 4 filings
Fiscal years 2024 and 2023 include accelerated depreciation and amortization expense of $ 5.5 million and $ 17.4 million, respectively due to changes in asset useful lives in conjunction with the consolidation of certain IT systems, which is recorded in "Acqu…
10-K · Jan 27, 2026
Supply chain and availabilitypositive · 4 filings
The increases are driven by growth in manufacturing and assembly sales as well as supply chain services, partially offset by a greater percentage of our sales being presented on a net basis due to a higher mix of sales under arrangements which operate under a…
10-Q · Apr 2, 2026
Credit and interest ratesmixed · 3 filings
Interest Expense and Finance Charges, Net Three Months Ended February 28, 2026 February 28, 2025 Percent Change (in thousands) Interest expense and finance charges, net $ 86,534 $ 87,880 (1.5) % Percentage of revenue 0.50 % 0.60 % Amounts recorded in interest…
10-Q · Apr 2, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 0.3× · EV/sales 0.3×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

256.02-1.0% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for SNX. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for SNX. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind SNX

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

AAPLApple Inc.supplierJan 27, 2026

We have distribution agreements with most of our suppliers, including Apple Inc.

APOApollo Global Management, Inc.investeeOct 1, 2025

giving effect to a $500.0 million equity contribution by Tiger Parent Holdings, L.P., Tiger Parent (AP) Corporation's sole stockholder and an affiliate of Apollo Global Management, Inc., to Tiger Parent (AP) Corporation prior to the effective time of the Merg…

Depended on by

NTAP24.0% of NTAPcustomerJun 9, 2025

Sales to customers Arrow Electronics, Inc.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 20 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

SNX is currently a Leader in the organic co-movement group IT Distribution. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for SNX; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.