ScanSource 3Q 2026: Revenue $962.29M, EPS $0.42 — 10-Q Summary
ScanSource reported 3Q 2026 revenue of $962.29M, up 30.1% YoY, but net income fell 56.3% to $8.69M due to lower margins and higher costs. Specialty Technology Solutions sales rose 28.2%, while Intelisys & Solution Services grew 85.9%, including MicroAge acquisition contributions.
How this was made
The 30-second read
Why it matters
The earnings release provides fresh data that can shift trader positioning on SCSC.
Market read
First‑report earnings with material numbers; likely moves the stock in after‑hours trading.
What to watch
MicroAge acquisition adds $20M sales; integration benefits may materialize later.
Background
ScanSource Inc. filed its Q1 2026 10‑Q, reporting a 30% sales increase but a sharp earnings decline.
Ticker impact
Q1 revenue $962.29M (+30.1% YoY) and diluted EPS $0.42, with net income down 56.3% YoY.
likely downside as the market prices in weaker earnings and margin pressure
Revenue beat is offset by a 56% drop in net income and a 229 bps margin decline, which typically pressures the stock.
Market effects
Shows mixed demand in specialty technology solutions and Intelisys services, hinting at sector‑wide margin pressure.
North America sales drive growth, but margin compression may affect peers.
Limited to IT distribution and managed services niche.
Counterpoint
Revenue growth could signal a turnaround if cost controls improve, offering a buying opportunity.
Key entities
- CompanyScanSource Inc.
IT distribution and services provider.
- Acquired BusinessMicroAge
Recent acquisition contributing $20M in sales.
