As a leading global IT distributor and solutions aggregator, TD SYNNEX partners with the entire technology ecosystem to manage relentless transformation. The company's HIVE segment (cloud data center infrastructure) is driving exceptional growth with billings up over 50% year-over-year, positioning it to capitalize on AI and cloud computing trends.
Cyborg Score Rationale
TD SYNNEX reported record-breaking gross billings and non-GAAP diluted EPS, driven by double-digit gains across core business lines and exceptional growth in its HIVE segment. Q1 2026 guidance at 3.00-3.50 EPS with analyst consensus of 11.88 EPS for the year reflects solid operational momentum.
Top Insights
HIVE segment billings rose over 50% year-over-year, driven by demand in cloud data center infrastructure
Record Q4 FY2025 revenue of $17.4 billion, up 9.7% year-over-year
Non-GAAP diluted EPS of $3.83, up 24% year-over-year, establishing an all-time high
PCs have increased double digits for four consecutive quarters with Windows 11 refresh driving demand
Named Competitors
IT Distribution — Global IT distributor
IT Distribution — IT distributor and solutions provider
IT Distribution — Distributor of electronic components and solutions
Recent Developments
(January 2026) Reported Q4 FY2025 earnings of $3.83 EPS and revenue of $17.38 billion
(February 2026) Wall Street Zen upgraded TD SYNNEX from hold to buy rating
(January 2026) Board declared quarterly cash dividend of $0.48 per share, payable January 30, 2026
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