fool.comAUG 273 min read$SCSC

ScanSource (SCSC) Q4 2026 Earnings Call Transcript

ScanSource (SCSC) reported Q4 2026 net sales of $953.1M, up 17.3% YoY, with non-GAAP EPS of $1.46, up 43.1%. Full-year recurring revenue grew 10.6% to $161.2M. The company guided FY2027 organic revenue growth of 6-10% and adjusted EBITDA of $158M-$165M. It plans to acquire MicroAge for $220.5M to expand cloud and AI services. Brazil saw a 21.6% revenue decline, while other segments showed strength. Free cash flow was $113.8M, with guidance of at least $85M for FY2027.

Original reporting

fool.com

Published Aug 27, 2026, 4:00 PM UTC

Analysis

alphai AI DeskAI-generated

Added to alphai Aug 27, 2026, 4:35 PM UTC. Informational, not investment advice.

How this was made

alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.

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ScanSource (SCSC) Q4 2026 Earnings Call Transcript — source image — Source · fool.com

Decision brief

The 30-second read

$SCSCBullishHigh

Why it matters

Earnings beat and acquisition provide a catalyst for share price appreciation, while guidance suggests continued growth.

Market read

Strong earnings and strategic M&A make ScanSource a near‑term trade idea.

What to watch

Supply‑chain constraints for Juniper networking may limit near‑term upside.

Relevance 8/10Novelty 8/10Timing: post‑earnings release

Background

ScanSource reported Q4 2026 results and announced a $220.5M all‑cash acquisition of MicroAge.

Company-level read

Ticker impact

AI estimates · verify against primary disclosures

$SCSCBullishHigh confidence

Context

Q4 2026 earnings released with $953.1M sales, 43.1% EPS beat and $220.5M MicroAge acquisition announcement.

Expected impact

Expect short‑term price rally on earnings beat and acquisition news.

Evidence & confidence

Revenue and EPS beat expectations, guidance above prior year, and a cash acquisition to expand services provide clear catalysts.

Market effects

Sector

Positive for technology distribution and cloud services sector.

Regional

North America demand drives growth; Brazil weakness noted.

Global

Adds confidence to US tech distribution outlook.

Counterpoint

What could challenge this read

Brazil segment weakness could signal broader emerging‑market risk.

Key entities

Company
ScanSource, Inc.
Technology services distributor.
Company
MicroAge
Target of $220.5M acquisition to expand cloud and AI services.

Read at source ← All news

AUG 27

$SCSCMedAI 8/10

5 Revealing Analyst Questions From ScanSource’s Q2 Earnings Call

ScanSource (SCSC) reported Q2 revenue of $953.1M, beating estimates by 18.8%, with adjusted EPS of $1.46, a 28% beat. CEO Michael Baur attributed growth to partner engagement and acquisitions. Analysts questioned period costs, growth drivers, and guidance adjustments. SCSC stock is up 9.4% since earnings, trading at $56.16.

financialcontent.com2 min

AUG 24

$CDWMedAI 8/10

Q2 Earnings Outperformers: CDW (NASDAQ:CDW) And The Rest Of The IT Distribution & Solutions Stocks

CDW, ePlus, TD SYNNEX, and ScanSource reported Q2 earnings. CDW (-6%) and ePlus (-10.5%) saw stock declines, while ScanSource (+5.5%) rose. TD SYNNEX (-10.5%) reported strong revenue growth but also fell. ePlus reported flat revenue but beat EPS estimates. ScanSource had the largest analyst estimate beat. TD SYNNEX reported $19.57B revenue, up 31% YoY, and beat EPS estimates and guidance.

yahoo.com3 min

AUG 22

$SCSCLow

Analysts Offer Insights on Technology Companies: ScanSource (SCSC) and CrowdStrike Holdings (CRWD)

Analysts from Barclays and KeyBanc maintained ratings on ScanSource (SCSC) and CrowdStrike (CRWD). SCSC received a Hold rating with a $43 target, while CRWD got a Buy rating with a $240 target. Both stocks have consensus ratings and targets reflecting mixed outlooks.

theglobeandmail.com2 min

AUG 22

$SCSCMedAI 8/10

ScanSource, Inc. Q4 2026 Earnings Call Summary

ScanSource reported 17% Q4 sales growth, driven by demand recovery in key tech segments. The company plans to acquire MicroAge to expand into AI, cybersecurity, and data center solutions. FY 2027 organic revenue growth is projected at 6-10%. Management expects the MicroAge acquisition to close by Q1 FY 2027 and will update guidance accordingly. Q4 non-GAAP EPS was $1.46, with growth in net sales and gross profits.

yahoo.com3 min

AUG 21

$SCSCHighAI 9/10

ScanSource To Acquire MicroAge For $220.5 Million To Expand Cloud, Cybersecurity, Data Center And AI Services

ScanSource agreed to acquire MicroAge for $220.5M in cash, expanding its cloud, cybersecurity, and AI services. MicroAge, with 200 employees, serves 2,400 U.S. customers. ScanSource expects the deal to boost revenue, margins, and cash flow, with completion expected by Q3 2026.

pulse2.com2 min