The global IT distributor TD SYNNEX has released its figures for the third quarter of 2025, surpassing Wall Street's revenue forecasts. Revenue rose by an impressive 6.6% compared to the previous year, reaching $15.65 billion. Furthermore, the company surprised with an optimistic revenue forecast for the coming quarter, which at an average of $16.9 billion exceeds analysts' expectations by 6%. The non-GAAP earnings amounted to $3.58 per share, which is 17.5% above the consensus forecasts.

CEO Patrick Zammit attributes this success to a strong market strategy and excellent execution. Particularly highlighted was the robust growth in the software segment, driven by demand for cybersecurity and infrastructure. Additionally, the Hive data center and PC update segments showed solid results. Outstanding performances in Latin America and the Asia-Pacific region underscore TD SYNNEX's global approach.

The company looks optimistically to the future, expecting sustained demand in the areas of cloud infrastructure and AI PCs. Investments in supply chain capabilities and specialized services aim to meet the evolving customer needs, while the expansion of the Partner First portal is expected to enhance efficiency. CFO Marshall Witt emphasizes the importance of cost discipline and targeted investments to continue the profitable growth.

TD SYNNEX's stock remains stable following the release of the results and is currently trading at $159.75, an increase from $150.34 shortly before. Given the strong business development, the question arises whether now is the right time to invest in SNX.