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TD Synnex10-K: Major contract loss

High supplier concentration with Apple and HP representing 22% of 2025 revenue

What happened

The company's revenue is highly dependent on its relationships with Apple (12% of revenue) and HP (10% of revenue). The loss of, or a negative change in terms with, these key OEM suppliers could severely impact financial results and operational stability.

Source

SEC EDGARJan 27, 2026

Annual report (Form 10-K)

TD Synnex 10-K

Filing excerpt

sales of Apple Inc. products and services comprised approximately 12%, 12%, and 11% of our total revenue for fiscal years 2025, 2024, and 2023, respectively and sales from HP, Inc. comprised approximately 10% of our total revenue for fiscal year 2025.

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: Major contract loss

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% (of total 2025 revenue from Apple Inc. and HP Inc. combined)

Details

CIK
1177394
Accession number
0001628280-26-003598
Timeframe
Current year
Filing year
2026
Why it matters
Urgency to improve
Signal category
Revenue

Topics and mentions

Vendors

  • Apple Inc.
  • HP Inc.

Extraction

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

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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/f4741b86-7f3f-44cb-89e2-2e085709c871 returns this record as JSON. POST /v1/companies/enrich returns every signal for tdsynnex.com.

{
  "signal_id": "f4741b86-7f3f-44cb-89e2-2e085709c871",
  "signal_type": "sec-10k",
  "signal_subtype": "majorContractLoss",
  "detected_at": "2026-02-03T08:24:49.013+00:00",
  "company": {
    "name": "TD Synnex",
    "domain": "tdsynnex.com"
  },
  "data": {
    "detail": "The company's revenue is highly dependent on its relationships with Apple (12% of revenue) and HP (10% of revenue). The loss of, or a negative change in terms with, these key OEM suppliers could severely impact financial results and operational stability.",
    "metrics": {
      "pct": 0.22,
      "timeframe": "current_year",
      "pct_context": "of total 2025 revenue from Apple Inc. and HP Inc. combined"
    },
    "summary": "High supplier concentration with Apple and HP representing 22% of 2025 revenue",
    "excerpts": "sales of Apple Inc. products and services comprised approximately 12%, 12%, and 11% of our total revenue for fiscal years 2025, 2024, and 2023, respectively and sales from HP, Inc. comprised approximately 10% of our total revenue for fiscal year 2025.",
    "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": "Urgency to improve",
    "signal_category": "revenue",
    "vendors_mentioned": [
      "Apple Inc.",
      "HP Inc."
    ]
  }
}

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