Q3 FY2026 EarningsQ3 FY26 results significantly exceeded consensus expectations, with revenue of $21.6B beating the $18.9B estimate by 14% and non-GAAP EPS of $5.68 surpassing the $4.70 mean by 21%. Growth was driven by robust performance in Distribution and Hyve (Data Center) segments, particularly fueled by Enterprise AI adoption and data center modernization. While gross margin of 6.61% slightly missed the 6.93% consensus due to product mix, strong operating leverage led to an operating income beat. Q4 FY26 revenue guidance of $21.8B - $22.6B suggests continued momentum ahead of market expectations.
Financial report interval: 2026.05.31 - 2026.08.31
Overview: TD Synnex(SNX) the Revenue is 21.56 B (+37.75%), Beat estimate;the EBIT is 736.42 M (+55.06%), Beat estimate;the EPS is 5.18 (+89.05%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
21.56B37.75%
18.91B20.83%
+2.65B16.92%
EBITExceed expectations
0.74B55.06%
0.58B22.84%
+0.15B32.22%
EPSExceed expectations
5.1889.05%
3.79838.61%
+1.382050.44%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf