ScanSource (NASDAQ:SCSC) Releases Earnings Results, Beats Expectations By $0.32 EPS

Posted by George Bondi on Aug 21st, 2026

ScanSource (NASDAQ:SCSC – Get Free Report) announced its earnings results on Thursday. The industrial products company reported $1.46 EPS for the quarter, beating the consensus estimate of $1.14 by $0.32, FiscalAI reports. ScanSource had a return on equity of 9.35% and a net margin of 2.38%.The business had revenue of $953.11 million during the quarter, compared to the consensus estimate of $814.35 million. During the same period in the prior year, the business posted $1.02 earnings per share. ScanSource’s revenue was up 17.3% compared to the same quarter last year.

Here are the key takeaways from ScanSource’s conference call:

Strong Q4 performance: Net sales rose 17% year over year, while non-GAAP EPS increased 43% to a record $1.46. Growth was broad-based across technologies, supported by renewed demand and the return of large deals.
Healthy outlook for FY2027: ScanSource expects organic revenue growth of 6%–10%, adjusted EBITDA of $158 million–$165 million, and at least $85 million in free cash flow, excluding the planned MicroAge acquisition.
MicroAge acquisition expands growth opportunities: The deal is expected to close by the end of Q1 and would broaden ScanSource’s addressable market in cloud, cybersecurity, data centers, and AI while adding services capabilities and end-user visibility.
Some execution and supply risks remain: Juniper sales may ramp slowly because of vendor supply constraints, while Brazil’s weak demand required headcount reductions despite continued profitability. FY2027 will also face tougher year-over-year comparisons in the second half.

ScanSource Price Performance

SCSC opened at $56.39 on Friday. The firm has a market capitalization of $1.15 billion, a P/E ratio of 17.09, a PEG ratio of 0.80 and a beta of 1.28. The stock has a fifty day moving average of $53.05 and a 200-day moving average of $44.49. The company has a quick ratio of 1.20, a current ratio of 1.86 and a debt-to-equity ratio of 0.11. ScanSource has a 12-month low of $33.76 and a 12-month high of $66.78.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the business. Invesco Ltd. lifted its stake in ScanSource by 56.5% in the 4th quarter. Invesco Ltd. now owns 439,442 shares of the industrial products company’s stock worth $17,165,000 after acquiring an additional 158,722 shares in the last quarter. Summit Global Investments grew its stake in ScanSource by 3.3% during the 4th quarter. Summit Global Investments now owns 14,177 shares of the industrial products company’s stock valued at $554,000 after acquiring an additional 451 shares in the last quarter. State of Tennessee Department of Treasury grew its stake in ScanSource by 83.0% during the 4th quarter. State of Tennessee Department of Treasury now owns 30,973 shares of the industrial products company’s stock valued at $1,332,000 after acquiring an additional 14,049 shares in the last quarter. Empowered Funds LLC grew its stake in ScanSource by 4.0% during the 4th quarter. Empowered Funds LLC now owns 116,706 shares of the industrial products company’s stock valued at $4,559,000 after acquiring an additional 4,503 shares in the last quarter. Finally, XTX Topco Ltd acquired a new position in shares of ScanSource in the 4th quarter valued at about $383,000. 97.91% of the stock is owned by institutional investors and hedge funds.

ScanSource News Summary

Here are the key news stories impacting ScanSource this week:

Positive Sentiment: Quarterly results beat estimates: ScanSource reported fourth-quarter adjusted earnings of $1.46 per share, above the $1.14 consensus estimate, while revenue reached $953.1 million versus expectations of $814.35 million. Revenue increased 17.3% year over year, and GAAP net income rose 27.5% to $25.6 million. ScanSource Q4 Earnings and Revenues Top Estimates
Positive Sentiment: Growth outlook exceeded expectations: Management forecast fiscal 2027 revenue growth of 6% to 10%, implying roughly $3.4 billion to $3.5 billion in sales, above the approximately $3.2 billion analyst consensus. The company also projected adjusted EBITDA of $158 million to $165 million and at least $85 million in free cash flow. ScanSource FY 2027 Revenue Outlook
Positive Sentiment: MicroAge acquisition adds strategic upside: ScanSource agreed to acquire IT solutions integrator MicroAge for $220.5 million in cash. The transaction is intended to expand the company’s cloud, cybersecurity and IT-services capabilities and is expected to close by September 30, 2026, subject to approvals. Investors see potential for broader market reach and future margin expansion, although execution remains important. ScanSource to Acquire MicroAge
Neutral Sentiment: Institutional positioning was mixed: Recent filings showed 110 institutions adding shares and 120 reducing positions, indicating strong but uneven investor interest.
Negative Sentiment: Insider selling is a cautionary signal: Company insiders made three open-market sales and no purchases during the past six months; CEO Michael Baur sold 25,000 shares for an estimated $894,541. ScanSource Q4 Sales Rise 17 Percent

Analysts Set New Price Targets

A number of equities analysts recently weighed in on SCSC shares. Northcoast Research cut ScanSource from a “buy” rating to a “neutral” rating in a research note on Monday. Wall Street Zen raised shares of ScanSource from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. Finally, Weiss Ratings upgraded shares of ScanSource from a “hold (c)” rating to a “hold (c+)” rating in a report on Friday, May 29th. Four research analysts have rated the stock with a Hold rating, According to MarketBeat.com, ScanSource has a consensus rating of “Hold” and a consensus price target of $43.00.

Read Our Latest Stock Analysis on SCSC

ScanSource Company Profile

(Get Free Report)

ScanSource, Inc is a global provider of technology products and solutions designed to help businesses enhance operational efficiency and customer engagement. The company specializes in the distribution of point-of-sale (POS) systems, barcode and data capture devices, networking and communications equipment, and value-added software and cloud services. By combining hardware, software and professional services, ScanSource supports channel partners in delivering end-to-end solutions across multiple industries, including retail, hospitality, healthcare and logistics.

Founded in 1992 and headquartered in Greenville, South Carolina, ScanSource has built a broad international footprint, serving customers throughout North, Central and South America as well as Europe, the Middle East and Africa.