Skip to main content
TD Synnex10-K: Supply chain disruption

Heavy revenue concentration with Apple and HP Inc., representing 22% of total revenue in FY2025.

What happened

The company's reliance on Apple (12%) and HP Inc. (10%) for a significant portion of its revenue creates a major risk.

Source

SEC EDGARJan 27, 2026

Annual report (Form 10-K)

TD Synnex 10-K

Filing excerpt

The following table provides revenue generated from products purchased from vendors that exceeded 10% of our consolidated revenue for the periods indicated (as a percent of consolidated revenue): Twelve Months Ended November 30, 2025... Apple, Inc. 12 %... HP Inc. 10 %

sec.gov/Archives/edgar/data/1177394/000162828026003598/snx-20251130.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Supply chain disruption

What this signalsFilings often name leadership changes, deals and spending plans.

Filed
Jan 27, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Numbers

Percent
22% (Percentage of consolidated revenue from Apple Inc. (12%) and HP Inc. (10%) combined for fiscal year 2025.)

Details

CIK
1177394
Accession number
0001628280-26-003598
Timeframe
Current year
Filing year
2026
Why it matters
Supply chain tools urgently needed
Signal category
Operations

Topics and mentions

Vendors

  • Apple
  • Inc.
  • HP Inc.

Vendors named

  • Apple, Inc.
  • HP Inc.

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
Feb 3, 2026
signal_type
sec-10k
signal_subtype
supplyChainDisruption

Use this data

Get every 10-K signal for TD Synnex and the companies you sell to, in the tools you already use.

  1. Ask Claude about it

    Connect Autobound to Claude, Claude Code or Cursor with MCP. Then ask: “What changed at TD Synnex this week?”

  2. Send it to your own tools

    The Signal API returns 10-K signals for any list of companies as JSON, for your CRM, warehouse or app.

  3. Try it free

    Sign up and spend your free credits on the companies you sell to.

    Start Free1,000 free credits

The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/9f543160-e4f1-4a48-b5b3-334659b58f9e returns this record as JSON. POST /v1/companies/enrich returns every signal for tdsynnex.com.

{
  "signal_id": "9f543160-e4f1-4a48-b5b3-334659b58f9e",
  "signal_type": "sec-10k",
  "signal_subtype": "supplyChainDisruption",
  "detected_at": "2026-02-03T08:24:49.013+00:00",
  "company": {
    "name": "TD Synnex",
    "domain": "tdsynnex.com"
  },
  "data": {
    "detail": "The company's reliance on Apple (12%) and HP Inc. (10%) for a significant portion of its revenue creates a major risk. Any change in terms, supply availability, or strategy from these two vendors could severely impact TD SYNNEX's financial performance and operational stability.",
    "metrics": {
      "pct": 0.22,
      "timeframe": "current_year",
      "pct_context": "Percentage of consolidated revenue from Apple Inc. (12%) and HP Inc. (10%) combined for fiscal year 2025."
    },
    "summary": "Heavy revenue concentration with Apple and HP Inc., representing 22% of total revenue in FY2025.",
    "excerpts": "The following table provides revenue generated from products purchased from vendors that exceeded 10% of our consolidated revenue for the periods indicated (as a percent of consolidated revenue): Twelve Months Ended November 30, 2025... Apple, Inc. 12 %... HP Inc. 10 %",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1177394/000162828026003598/snx-20251130.htm",
    "filing_date": "2026-01-27",
    "filing_year": 2026,
    "sales_relevance": "Supply chain tools urgently needed",
    "signal_category": "operations",
    "vendors_mentioned": [
      "Apple, Inc.",
      "HP Inc."
    ]
  }
}

Long text fields are shortened on this page.

Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.