TD Synnex

Q3 FY2026 EarningsQ3 FY26 results significantly beat consensus expectations across key top and bottom-line metrics. Revenue reached $21.56B, exceeding the $18.91B mean estimate by 14.0%, driven by robust growth in the Hyve Solutions and Americas distribution segments. Normalized EPS of $5.68 comfortably surpassed the $4.70 mean estimate (+20.8%). The strong performance was primarily fueled by AI infrastructure demand and growth in Advanced Solutions, offset slightly by a contraction in gross margin to 6.61% due to product mix.