ScanSource Sees Net Sales Growth In FY27; Stock Up 12.7% - Update

ScanSource (SCSC) reported Q2 CY2026 revenue of $953.1M, up 17.3% YoY, beating estimates. Non-GAAP EPS of $1.46 exceeded expectations by 28%. Analysts expect flat revenue growth over the next 12 months. The stock rose 15.9% post-earnings.

ScanSource (SCSC) stock surged 15.3% in pre-market trading after reporting Q4 and fiscal year 2026 results that exceeded expectations, with earnings and revenue beating estimates. The company also announced a $220.5 million acquisition of MicroAge, expanding its recurring revenue profile. The deal is expected to close by September 30, 2026. The rally occurred despite broader market declines, highlighting company-specific momentum.

SCANSOURCE, INC. (SCSC) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 3 scscexhibit9916302026.htm EX-99.1 Document Exhibit 99.1 FOR IMMEDIATE RELEASE Contact: Steve Jones Mary M. Gentry Senior EVP, Chief Financial Officer SVP, Finance and Treasurer ScanSource, Inc. ScanSource, Inc. (864) 286-4302 (864) 286-4892 SCANSOURCE DELIVERS STRONG FO

LSI (LYTS) reported Q2 CY2026 revenue of $234.6M, up 51.3% YoY, beating estimates. Non-GAAP EPS was $0.38, 5.6% above consensus. LSI's 5-year revenue CAGR is 16.9%, with 21.2% growth over the last two years. Analysts expect 29.3% revenue growth over the next 12 months. Operating margin was 6.2%, down 2.4 points YoY. EPS grew 30.7% CAGR over five years, with Q2 EPS up 5.6% YoY. The stock rose 6.4% post-results.

Walmart missed quarterly comparable sales estimates, with a 2.6% rise vs. 3.8% expected, sending shares down 6% premarket. CEO John Furner cited e-commerce growth. The company raised annual sales and profit targets. US pharmacy sales dropped due to the Inflation Reduction Act, but core sales rose 3.4%. Walmart Connect ad revenue grew 43%, and e-commerce sales increased 24%. Annual EPS forecast raised to $2.80-$2.87, but Q3 EPS estimate fell below expectations.

Babcock & Wilcox (BW) reported Q2 revenue of $319.7M, up 130% YoY, and raised its full-year adjusted EBITDA target to $80M-$105M. The company's project pipeline now exceeds $14B, driven by AI and data center demand, with significant increases in bookings and backlog. However, labor shortages and noncash charges pose challenges, and growth remains sensitive to execution risks.