Equity Profile

SNX

TD SYNNEX Corporation

Information TechnologyTechnology Distributors$21.6B

Jun23Tue

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

TD SYNNEX Corporation operates in the Information Technology sector, focusing on technology distribution. The company plays a crucial role in the supply chain by connecting technology manufacturers with resellers and end-users, which is vital as businesses increasingly rely on technology solutions.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and meet customer demand, which is critical in a competitive landscape.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

SNX Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+13.24%

Avg Stock Reaction

+0.46%

Last Quarter Recap

In the last quarter (Q1-2026), TD SYNNEX reported an EPS of $4.73, significantly beating expectations by 55.49%. The stock reacted positively, gaining 5.36% the following day.

Management Promises & Guidance

Focus on expanding partnerships with technology vendors.
Commitment to improving supply chain efficiencies.
Plans to enhance customer service and support.

Expectations

Wall Street Expectations

Overall, expectations are mixed as the company has a strong track record of beating EPS estimates, but there are concerns about revenue growth sustainability.

Bull Case

If TD SYNNEX continues its trend of beating EPS estimates, it could signal strong operational efficiency and market demand, leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet revenue expectations or shows signs of margin compression, it could lead to a negative market reaction.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to last quarter's $4.73?

Given the strong surprise last quarter, the market will closely watch if this trend continues or if there is a decline.

What is the outlook for revenue growth in the upcoming quarters?

Sustained revenue growth is critical for investor confidence, especially in a competitive technology distribution market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for revenue growth driven by increased demand for technology solutions, which could lead to higher-than-expected earnings.

Supporting Evidence

The company's strong EPS surprise history suggests operational resilience.

Recent trends in technology spending indicate a robust market environment.

Insider selling could indicate a strategic shift rather than a lack of confidence.

Key Risk

If revenue growth exceeds expectations, it could significantly alter the market's perception of the company's future prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate centers around whether TD SYNNEX can maintain its earnings momentum in a challenging economic environment.

Bull Confirmed If

An EPS of $5.00 or higher would confirm strong operational performance and investor confidence.

Bear Confirmed If

An EPS below $4.00 would raise concerns about profitability and market demand.

Pre-Earnings Positioning

Options Market

Implied Move

±7.64%

Historical Avg

±7.0%

In line with history

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±7.6% while SNX has averaged ±7.0% over the last 8 prints — setup is roughly in line with history.

Detail

ATM IV

0.4%

30d HV

30.2%

Calls (69K)P/C Ratio: 0.68Puts (17K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$526,750.00

2,500 sh

1 insider

Net

$526,750.00

Net selling

Most Active Insiders· 1 open-market trade

Chair, Hyve SolutionsPOLK DENNIS
$526,750.00

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If the company beats expectations, history suggests a stock increase of around +0.85%, confirming strong operational performance.

In-Line / Cautious

If results are in line but cautious commentary is provided, the stock may react neutrally, reflecting uncertainty.

Miss

If the company misses expectations, history suggests a potential decline of around -2.25%, raising concerns about future growth.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on partnerships with major technology vendors.
2Insights into supply chain management improvements.
3Details on customer demand trends in key markets.
4Guidance on future revenue projections.
5Comments on competitive pressures in the technology distribution sector.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and meet customer demand, which is critical in a competitive landscape.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

SNX Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+13.24%

Avg Stock Reaction

+0.46%

Last Quarter Recap

In the last quarter (Q1-2026), TD SYNNEX reported an EPS of $4.73, significantly beating expectations by 55.49%. The stock reacted positively, gaining 5.36% the following day.

Management Promises & Guidance

Focus on expanding partnerships with technology vendors.
Commitment to improving supply chain efficiencies.
Plans to enhance customer service and support.

Expectations

Wall Street Expectations

Overall, expectations are mixed as the company has a strong track record of beating EPS estimates, but there are concerns about revenue growth sustainability.

Bull Case

If TD SYNNEX continues its trend of beating EPS estimates, it could signal strong operational efficiency and market demand, leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet revenue expectations or shows signs of margin compression, it could lead to a negative market reaction.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to last quarter's $4.73?

Given the strong surprise last quarter, the market will closely watch if this trend continues or if there is a decline.

What is the outlook for revenue growth in the upcoming quarters?

Sustained revenue growth is critical for investor confidence, especially in a competitive technology distribution market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for revenue growth driven by increased demand for technology solutions, which could lead to higher-than-expected earnings.

Supporting Evidence

The company's strong EPS surprise history suggests operational resilience.

Recent trends in technology spending indicate a robust market environment.

Insider selling could indicate a strategic shift rather than a lack of confidence.

Key Risk

If revenue growth exceeds expectations, it could significantly alter the market's perception of the company's future prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate centers around whether TD SYNNEX can maintain its earnings momentum in a challenging economic environment.

Bull Confirmed If

An EPS of $5.00 or higher would confirm strong operational performance and investor confidence.

Bear Confirmed If

An EPS below $4.00 would raise concerns about profitability and market demand.

Pre-Earnings Positioning

Options Market

Implied Move

±7.64%

Historical Avg

±7.0%

In line with history

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±7.6% while SNX has averaged ±7.0% over the last 8 prints — setup is roughly in line with history.

Detail

ATM IV

0.4%

30d HV

30.2%

Calls (69K)P/C Ratio: 0.68Puts (17K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$526,750.00

2,500 sh

1 insider

Net

$526,750.00

Net selling

Most Active Insiders· 1 open-market trade

Chair, Hyve SolutionsPOLK DENNIS
$526,750.00

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If the company beats expectations, history suggests a stock increase of around +0.85%, confirming strong operational performance.

In-Line / Cautious

If results are in line but cautious commentary is provided, the stock may react neutrally, reflecting uncertainty.

Miss

If the company misses expectations, history suggests a potential decline of around -2.25%, raising concerns about future growth.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on partnerships with major technology vendors.
2Insights into supply chain management improvements.
3Details on customer demand trends in key markets.
4Guidance on future revenue projections.
5Comments on competitive pressures in the technology distribution sector.