$SCSC

ScanSource (SCSC) reported Q1 revenue of $953.1M, up 17.3% YoY and 18.8% above estimates, with EPS also exceeding forecasts. The company outperformed IT distribution peers, highlighting strong demand across its portfolio. Key risks include execution around mix, pricing, and integration of the MicroAge acquisition, which focuses on cloud and AI services. Analysts project $4.0B revenue and $111M earnings by 2029, assuming 7.8% annual revenue growth.

ScanSource (SCSC) completed a $220.5M cash acquisition of MicroAge. SCSC's Q4 saw 17.3% sales growth and 43% EPS increase. MicroAge is expected to boost margins and free cash flow. SCSC used credit facilities for the deal, doubling its debt. Q4 gross margin slipped to 12.6%. Fiscal 2027 guidance excludes MicroAge. Hedge fund ownership rose, and the stock trades at a forward P/E of 11.95.

Scansource CEO, President, and BOD Chair Michael L. Baur sold 77,500 shares in multiple transactions on September 10–11, 2026, at weighted average prices ranging from $55.39 to $58.14 per share, totaling $4.44M. Baur now directly owns 200,698 shares.

ScanSource (SCSC) CEO Michael Baur exercised 77,339 stock options at $37 each and sold the shares at an average price of $55-$58. The transactions occurred on September 10 and 11, 2026, with no 10b5-1 plan reported.

Mathis Charles Alexander sold 3,000 shares of SCANSOURCE, INC. (SCSC) at $58.00 ($0.17M total) on 2026-09-11.

BAUR MICHAEL L (CEO, President, BOD Chair) sold 77,339 shares of SCANSOURCE, INC. (SCSC) at an average of $57.39 ($55.39–$58.14, $4.44M total) across 5 trades over 2026-09-10 to 2026-09-11.

ScanSource's Michael Baur plans to sell 19,980 shares, valued at $1.1M, via a broker-assisted cashless sale tied to option exercises, expected around September 10, 2026, according to a Rule 144 notice.

ScanSource Inc. (SCSC) agreed to acquire MicroAge for $220.5M in cash, aiming to expand its market reach and enhance growth. The deal is expected to close in September, subject to regulatory approval. MicroAge serves 2,400 clients and offers IT solutions and managed services. ScanSource plans to fund the acquisition through its existing credit facility.

ScanSource insiders, including Senior EVP & CFO Stephen Jones and Founder Michael Baur, sold shares worth $568k and $1.1m respectively in the past year. Insiders own 2.5% of the company. The stock trades at $58.48. Insider sales raise questions about their views on the company's valuation.

ScanSource completed its $220.5 million all-cash acquisition of MicroAge, expanding its cybersecurity and managed IT services. The deal, funded through existing credit facilities, is expected to boost margins and free cash flow. MicroAge's services complement ScanSource's distribution platform, supporting partners in complex tech environments.