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NYSE · Technology

TD SYNNEX Corporation SNX

TD SYNNEX Corporation operates as a distributor and solutions aggregator for the information technology (IT) ecosystem in the United States, Europe, and internationally. It offers endpoint solutions, including personal computing devices and peripherals, mobile phones and accessories, printers, and supplies; and advanced solutions comprising data center technologies, such as hybrid cloud, security, storage, networking, servers, software, converged and hyper-converged infrastructure, and hyperscale infrastructure.

Sources StockAnalysis company profile stockanalysis.com
Retail: Computer Software & Peripheral Equipment

Company profile

Business mix

  • It offers endpoint solutions, including personal computing devices and peripherals, mobile phones and accessories, printers, and supplies.
  • The company also provides design, integration, test and other production value-added solutions, such as thermal testing, power-draw efficiency testing, burn-in, quality, and logistics support.
  • In addition, it offers online services; financing options, including net terms, third party leasing, floor plan financing and letters-of-credit backed financing and arrangements.
  • It serves value-added resellers, corporate resellers, government resellers, system integrators, direct marketers, retailers, and managed service providers.

Current key questions

  • Can demand for the company's products and platforms keep growing within electronics & computer distribution?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 22.39 FCF 5.78% Buyback 3.93%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Brave Warrior Advisors Glenn Greenberg 12.8% $515.2M 2026-03-31
Lyrical Asset Management 3.0% $198.5M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.2% $52.9M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 4 13F filing periods
Net reducers 2 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $32.9M Estimated from net added shares
Reduction amount $188.5M Estimated from net reduced shares
Net share change / base shares -16.9% -921,783 / 5,465,876
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 164.7% 13F value change +$35.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 118,545 Last 4 periods +195,275 (+164.7%) Total shares 313,820 Value $52.9M
Brave Warrior Advisors Glenn Greenberg 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -7.6% 13F value change +$87.6M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -13.1% 13F value change +$24.9M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -3.4% 13F value change -$61.1M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -3.5% 13F value change +$40.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 4,076,466 Last 4 periods -1,022,822 (-25.1%) Total shares 3,053,644 Value $515.2M
Lyrical Asset Management 4 filing periods
13F 2025-06-30 Filed 2025-08-12
Minor reduction Shares -6.1% 13F value change +$29.8M
13F 2025-09-30 Filed 2025-11-12
Minor increase Shares 8.1% 13F value change +$49.4M
13F 2025-12-31 Filed 2026-02-11
Minor reduction Shares -5.4% 13F value change -$27.9M
13F 2026-03-31 Filed 2026-05-11
Minor reduction Shares -3.6% 13F value change +$15.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 1,270,865 Last 4 periods -94,236 (-7.4%) Total shares 1,176,629 Value $198.5M

Recent mentions

No public mentions.