Verified call record已核验电话会记录 · 2026-06-25

SNX · TD Synnex Q2 FY2026 earnings call record财报电话会记录

Verbatim, receipt-bound excerpts from the earnings-call transcript. This is a source record, not a synthesized analysis or recommendation.来自财报电话会文字记录的原文、可追溯摘录。这是来源记录，不是综合分析或推荐。

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12 exact excerpts 条原文摘录 29 numeric receipts 个数值回执 B governed source tier 治理来源层级 Transcript present电话会文本已具备

The record记录内容

Call language, kept intact.电话会表述，保持原貌。

The excerpts below are selected from the source record under the bounded evidence policy. Wording is not paraphrased; numbers remain the exact spans captured from the call.以下摘录按受限证据策略从来源记录中选出。文字未被改写；数字保持电话会中捕获的精确片段。

guidanceperformanceq_and_a

“Turning to our outlook for the third quarter of fiscal 2026, we expect non-GAAP gross billings of approximately $27.7 billion ±$500 million, up approximately 22% at the midpoint; a gross to net adjustment of approximately 33%; revenue of approximately $18.6 billion ±$400 million; non-GAAP net income of approximately $361 million ±$20 million; non-GAAP diluted earnings per share of approximately $4.50 ±$0.25, up approximately 26% at the midpoint, based on approximately 79.4 million diluted shares outstanding.”

David Jordan · CFOclaim_7d2b52a105362b04c6c8af9aeeb48ad3

Exact numeric spans精确数值片段202627.7 billion500 million22%33%18.6 billion400 million361 million20 million4.500.2526%79.4 million

performancedemandq_and_a

“Manufacturing represented approximately 2/3 of Hyve in the quarter, and gross billings growth increased more than the total business, primarily driven by increased volumes with our existing customer base.”

David Jordan · CFOclaim_091486f8bd8ed1d7e5654c7fbfced172

Exact numeric spans精确数值片段23

Member evidence layer会员证据层

10 more verified excerpts continue below.条更多已核验摘录在下方继续。

You have the public source preview. Essential and Pro unlock the complete call record, every remaining numeric receipt, and the full audit table—without replacing source language with generated opinion.你正在阅读公开来源预览。Essential 与 Pro 可解锁完整电话会记录、全部剩余数值回执和完整审计表——不会用生成式观点替代来源原文。

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2 public excerpts 条公开摘录10 member excerpts 条会员摘录29 total numeric receipts 个数值回执

Inspect the source receipts检查来源回执41 bound spans个已绑定片段

Each available row identifies the source body, transcript segment and byte span used to verify the visible text.每个可用行都标识用于核验可见文本的来源正文、电话会片段和字节范围。

Claim主张	Kind类型	Segment片段	Byte span字节范围	Text hash文本哈希
`claim_091486f8bd8ed1d7e5654c7fbfced172`	quote	14	581–785	`72391c46e3d575…`
`claim_d956536ce1bab41e5feba2b882d22890`	numeric	14	621–622	`d4735e3a265e16…`
`claim_e6215ea82d9252958a0ede9e4a5c0d34`	numeric	14	623–624	`4e07408562bedb…`
`claim_7d2b52a105362b04c6c8af9aeeb48ad3`	quote	17	0–517	`b212d5f9624634…`
`claim_4b2a45c29456a6d489fefdab1347cf93`	numeric	17	55–59	`158a323a7ba448…`
`claim_8d11eda75c45795f792b775494266f74`	numeric	17	113–125	`56ea04456b900a…`
`claim_7d94fddcbf0a6873d21f6b9faf9fe908`	numeric	17	129–140	`904ecbb37c6163…`
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`claim_4fe576054f96799a3975690eac12227b`	numeric	17	223–226	`7453ed0875230a…`
`claim_d26b10c89288e025cb8e2066956174cb`	numeric	17	254–266	`f5364bc0500d78…`
`claim_ccaa0b1271baf0fc7214b134ea731bd7`	numeric	17	270–281	`60b4353a3b94a8…`
`claim_fc82002438dd9b68579880f5c928c934`	numeric	17	321–332	`8f55d5509c48eb…`
`claim_cf431988ecc338ef382964b7f7b92c23`	numeric	17	336–346	`fc8e4edca5588c…`
`claim_22ab62ca9c421389506fdc7ede1d0404`	numeric	17	402–406	`d0536bcd6becd1…`
`claim_53a5b1ec5dc68e1a60bfd6e90e459b73`	numeric	17	410–414	`a30a043314fa89…`
`claim_08ea49d9d1493e3feb77e8425f9aa58a`	numeric	17	433–436	`09fdb4b2ab3f57…`
`claim_508f9ce87fc9830f0713be00d6185370`	numeric	17	477–489	`dfa095469dafcd…`