ScanSource, Inc. (SCSC) Stock Price & Analysis
ScanSource, Inc. (SCSC) closed at USD 59.96 on Thursday, October 22, 2026, down 1.79% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 61.05; the Oct 22, 2026 session ranged USD 58.76–61.17 on volume of 369,122 shares. Market capitalization is $1.21B, with a 52-week range of USD 33.76–66.78 (NMS). Source: Nexqual, retrieved October 23, 2026 at 09:25 UTC.
Also available as compact Markdown for AI agents: nexqual.com/SCSC.md
Key facts (SCSC)
- Last four reported quarters (through Jun 30, 2026): revenue $3.23B, net income $78.9M (2.4% margin), free cash flow $114M (SEC filings).
- Valuation: P/E 15.3x (avg 14.2x at the last 3 fiscal year-ends), EV/EBITDA 10.0x, net debt $13.0M.
- 1 of 80 tracked superinvestors hold SCSC (13F, Q2 2026): 0 new, 1 added, 0 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 4 Form 4 filings, $5.5M; 4 not under a Rule 10b5-1 plan ($5.5M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Hold (mean 2.75 on a 1–5 scale) (4 analysts), mean target USD 64.5 (range 51–78).
- Total return with dividends: 1Y +39.8% vs S&P 500 +14.9%; 5Y +62.7% vs S&P 500 +80.3%.
- Next earnings: 2026-11-05, EPS estimate USD 1.11, revenue estimate $853M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (SCSC)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $3.53B | $3.79B | $3.26B | $3.04B | $3.23B | $3.23B |
| Gross profit | $427M | $449M | $399M | $409M | $437M | — |
| Operating income | $122M | $136M | $90.3M | $85.2M | $98.6M | $98.6M |
| Net income | $88.8M | $89.8M | $77.1M | $71.5M | $78.9M | $78.9M |
| EPS (diluted) | $3.45 | $3.54 | $3.06 | $3.00 | $3.64 | — |
| Free cash flow | -$131M | -$45.7M | $363M | $104M | $114M | $114M |
| Gross margin | 12.1% | 11.9% | 12.2% | 13.4% | 13.6% | — |
| Operating margin | 3.5% | 3.6% | 2.8% | 2.8% | 3.1% | 3.1% |
| Net margin | 2.5% | 2.4% | 2.4% | 2.4% | 2.4% | 2.4% |
| Revenue growth | +12.0% | +7.3% | -13.9% | -6.7% | +6.1% | — |
| Cash + short-term investments | $38.0M | $36.2M | $185M | $126M | $88.4M | — |
| Total debt | $271M | $330M | $144M | $136M | $101M | — |
Fiscal years end Jun. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (SCSC)
P/E 15.3x · P/S 0.4x · EV/EBITDA 10.0x · EV/Sales 0.4x · P/FCF 10.6x · P/B 1.3x · FCF yield 9.43% · Earnings yield 6.53% · Buyback yield (TTM) 8.11% · Net debt $13.0M · EV $1.22B
P/E at fiscal year-ends: Jun 2026 14.3x, Jun 2025 13.9x, Jun 2024 14.5x.
Superinvestors (SEC 13F-HR, Q2 2026) (SCSC)
1 of 80 tracked investors hold SCSC. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Richard Pzena | Pzena Investment Management | 0.17% | $57.8M | Added +21.5% |
Insider sales (SEC Form 4, open-market, last ~7 months) (SCSC)
0 of 4 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-09-11 | Mathis Charles Alexander | Director | 3,000 | $174K | 10.7% | No | Too little history (no open-market trades in 2023 or 2025) |
| 2026-09-10…2026-09-11 | Baur Michael L | CEO, President, BOD Chair | 77,339 | $4.4M | 27.8% | No | Too little history (no open-market trades in 2023) |
| 2026-09-04 | Ford Brandy | SVP & Chief Accounting Officer | 5,293 | $304K | 34.8% | No | Too little history (no open-market trades in 2025) |
| 2026-09-03 | Jones Stephen | SEVP & CFO | 10,000 | $568K | 10.3% | No | Too little history (no open-market trades in 2023) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (SCSC)
Consensus Hold (mean 2.75 on a 1–5 scale), 4 analysts; mean target USD 64.5 (low 51, high 78).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-12 | Barclays | Target raised | Equal-Weight | $43 → $51 |
Total return (dividends reinvested) (SCSC)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +39.8% | +62.7% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +40.0% | +10.2% |
| Volatility (annualized) | 38.3% | 35.0% |
| Max drawdown | -22.7% (Feb 2026→Mar 2026) | -42.4% (Dec 2024→Mar 2025) |
SCSC revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Specialty Technology Solutions | $927.2M | 97.3% | +17.6% |
| Intelisys & Advisory | $25.9M | 2.7% | +7.2% |
| Total revenue | $953.1M | 100% | — |
SCSC revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Products and non-recurring services | $910.7M | 95.5% | +17.3% |
| Recurring Revenue | $16.5M | 1.7% | +31.9% |
| Total revenue | $953.1M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
SCSC suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Cisco (CSCO) | “We provide products and services from approximately 500 suppliers, including key suppliers AT&T, Avaya, Axis, Cisco, Comcast Business, Dell, Elo, Extreme, Five9, Fortinet, Hanwha, Honeywell, HP Poly, HPE/Aruba, HPE/Juniper, Ingenico, Lumen, Microsoft, NiCE, RingCentral, Ubiquiti, Verifone, Verizon, Zebra Technologies and Zoom.” |
| Supplier | AT&T (T) | “We provide products and services from approximately 500 suppliers, including key suppliers AT&T, Avaya, Axis, Cisco, Comcast Business, Dell, Elo, Extreme, Five9, Fortinet, Hanwha, Honeywell, HP Poly, HPE/Aruba, HPE/Juniper, Ingenico, Lumen, Microsoft, NiCE, RingCentral, Ubiquiti, Verifone, Verizon, Zebra Technologies and Zoom.” |
| Supplier | Comcast (CMCSA) | “We provide products and services from approximately 500 suppliers, including key suppliers AT&T, Avaya, Axis, Cisco, Comcast Business, Dell, Elo, Extreme, Five9, Fortinet, Hanwha, Honeywell, HP Poly, HPE/Aruba, HPE/Juniper, Ingenico, Lumen, Microsoft, NiCE, RingCentral, Ubiquiti, Verifone, Verizon, Zebra Technologies and Zoom.” |
| Supplier | Dell Technologies (DELL) | “We provide products and services from approximately 500 suppliers, including key suppliers AT&T, Avaya, Axis, Cisco, Comcast Business, Dell, Elo, Extreme, Five9, Fortinet, Hanwha, Honeywell, HP Poly, HPE/Aruba, HPE/Juniper, Ingenico, Lumen, Microsoft, NiCE, RingCentral, Ubiquiti, Verifone, Verizon, Zebra Technologies and Zoom.” |
| Supplier | Honeywell (HON) | “We provide products and services from approximately 500 suppliers, including key suppliers AT&T, Avaya, Axis, Cisco, Comcast Business, Dell, Elo, Extreme, Five9, Fortinet, Hanwha, Honeywell, HP Poly, HPE/Aruba, HPE/Juniper, Ingenico, Lumen, Microsoft, NiCE, RingCentral, Ubiquiti, Verifone, Verizon, Zebra Technologies and Zoom.” |
| Supplier | Hewlett Packard Enterprise (HPE) | “We provide products and services from approximately 500 suppliers, including key suppliers AT&T, Avaya, Axis, Cisco, Comcast Business, Dell, Elo, Extreme, Five9, Fortinet, Hanwha, Honeywell, HP Poly, HPE/Aruba, HPE/Juniper, Ingenico, Lumen, Microsoft, NiCE, RingCentral, Ubiquiti, Verifone, Verizon, Zebra Technologies and Zoom.” |
| Supplier | Microsoft (MSFT) | “We provide products and services from approximately 500 suppliers, including key suppliers AT&T, Avaya, Axis, Cisco, Comcast Business, Dell, Elo, Extreme, Five9, Fortinet, Hanwha, Honeywell, HP Poly, HPE/Aruba, HPE/Juniper, Ingenico, Lumen, Microsoft, NiCE, RingCentral, Ubiquiti, Verifone, Verizon, Zebra Technologies and Zoom.” |
| Supplier | Verizon (VZ) | “We provide products and services from approximately 500 suppliers, including key suppliers AT&T, Avaya, Axis, Cisco, Comcast Business, Dell, Elo, Extreme, Five9, Fortinet, Hanwha, Honeywell, HP Poly, HPE/Aruba, HPE/Juniper, Ingenico, Lumen, Microsoft, NiCE, RingCentral, Ubiquiti, Verifone, Verizon, Zebra Technologies and Zoom.” |
Quoted from the company's 10-K filed Aug 20, 2026.
SCSC company outlook (results filed Aug 20, 2026)
- “Financial Outlook for Fiscal Year 2027 The following guidance is based on ScanSource's current expectations for the full fiscal year ended June 30, 2027.”
- “Fiscal year 2027 guidance excludes the pending acquisition of MicroAge and related purchase accounting impacts.”
- “FY27 Annual Outlook Net sales growth, Y/Y 6% to 10% Adjusted EBITDA (non-GAAP) $158 million to $165 million Free cash flow (non-GAAP) At least $85 million Adjusted EBITDA is a non-GAAP measure, which excludes estimates for amortization of intangible assets, depreciation expense, and non-cash shared-based compensation expense.”
Quoted word-for-word from the SEC 8-K results press release.
SCSC analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $1.11 | $1.04 | +7.1% | $853.4M | 4 |
| Next quarter (ends Dec 2026) | $1.12 | $1.08 | +3.4% | $891.9M | 4 |
| Current fiscal year (ends Jun 2027) | $4.84 | $4.41 | +9.7% | $3.56B | 4 |
| Next fiscal year (ends Jun 2028) | $5.70 | $5.21 | +9.4% | $3.76B | 4 |
Key Statistics (as of October 23, 2026 at 09:25 UTC)
| Price | USD 59.96 |
|---|---|
| Change | ▼ 1.79% (down) |
| Previous Close | USD 61.05 |
| Open | USD 60.89 |
| Day Range | USD 58.76 – 61.17 |
| 52-Week Range | USD 33.76 – 66.78 |
| Volume | 369,122 shares |
| Market Cap | $1.21B |
| Exchange | NMS |
Technical Analysis (SCSC)
Nexqual's technical model rates SCSC "BUY" based on 4 bullish and 1 bearish signals across 127 daily candles, as of October 23, 2026 at 09:25 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 50.46 (neutral) |
| vs SMA50 | Above (USD 57.78) |
| MACD | 0.69 (positive) |
Analyst Ratings (SCSC)
Wall Street analysts rate SCSC "Hold" based on 4 analysts, with a mean price target of USD 64.5 (range USD 51–78), per Nexqual as of October 23, 2026 at 09:25 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 4 |
| Mean Target | USD 64.5 |
| High Target | USD 78 |
| Low Target | USD 51 |
| Buy / Hold / Sell | 1 / 3 / 0 |
Earnings (SCSC)
| Next Earnings Date | 2026-11-05 |
|---|---|
| EPS Estimate | USD 1.11 |
| Revenue Estimate | $853.43M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 1.46 vs est 1.19 ▲ beat |
| 2026-03-31 | USD 0.94 vs est 0.92 ▲ beat |
| 2025-12-31 | USD 0.8 vs est 1.01 ▼ miss |
| 2025-09-30 | USD 1.06 vs est 0.93 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Financials & Fundamentals (SCSC)
| Total Revenue | $3.23B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +17.30% |
| Gross Margin | +13.56% |
| Operating Margin | +3.55% |
| Profit Margin | +2.44% |
| ROE | +8.68% |
| Debt / Equity | 0.12 |
| Current Ratio | 1.76 |
| Total Cash | $88.37M |
| Total Debt | $110.90M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $113.84M (3.5% of revenue) |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Financial Health Score (SCSC)
Nexqual rates ScanSource, Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:25 UTC.
| Growth | Solid — Revenue +6% YoY (annual) |
|---|---|
| Profitability | Weak — Gross margin 14%, operating 4% (last 12 months) |
| Balance Sheet | Strong — $88M cash and investments vs $101M debt (Jun 2026, SEC) |
| Cash Flow | Mixed — FCF $114M (last 4 quarters to Jun 2026, SEC), slim 3.5% margin |
| Efficiency | Mixed — ROE 9%, ROA 3.5% |
Ownership (SCSC)
| Insider Ownership | +2.24% |
|---|---|
| Institutional Ownership | +108.23% |
| Shares Outstanding | 20.14M |
| Float | 19.61M |
| Short % of Float | +7.73% |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Leadership (SCSC)
ScanSource, Inc. is led by Michael L. Baur, Founder, Chairman, CEO & President, per Nexqual as of October 23, 2026 at 09:25 UTC.
| Founder, Chairman, CEO & President | Michael L. Baur |
|---|---|
| Senior EVP & CFO | Stephen T. Jones |
| Senior Executive Vice President of Strategy | Alexandre M. Conde |
| Vice President of Investor Relations & Treasurer | Mary M. Gentry |
| President of Specialty Technologies | Mark Morgan |
Major Backers & Investors (SCSC)
Notable institutional backers of ScanSource, Inc. include Pzena Investment Management LLC, LSV Asset Management, Wasatch Advisors LP, according to Nexqual as of October 23, 2026 at 09:25 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Pzena Investment Management LLC | 5.51% |
| LSV Asset Management | 4.26% |
| Wasatch Advisors LP | 4.18% |
| American Century Companies Inc | 3.38% |
| WASATCH FUNDS TRUST-Wasatch Small Cap Value Fund | 2.25% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 19.07% |
| Vanguard Group | 12.71% |
| Dimensional Fund Advisors | 8.15% |
| State Street | 4.46% |
| Geode Capital | 2.86% |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
From ScanSource, Inc.'s Latest SEC 10-K Filing (filed 2026-08-20)
Key Strengths & Strategy (as disclosed to the SEC)
- The Intelisys & Advisory segment includes the Intelisys and technology advisors businesses, including Channel Exchange (formerly known as intY USA), RPM Software and Resourcive.
- Channel sales partners also have access to SaaS and subscription-based services through the company's proprietary tools, platforms and flexible routes to market.
- We provide products and services from approximately 500 suppliers, including key suppliers AT&T, Avaya, Axis, Cisco, Comcast Business, Dell, Elo, Extreme, Five9, Fortinet, Hanwha, Honeywell, HP Poly, HPE/Aruba, HPE/Juniper, Ingenico, Lumen, Microsoft, NiCE, RingCentral, Ubiquiti, Verifone, Verizon, Zebra Technologies and Zoom.
- As of June 30, 2026, we have approximately 2,100 employees, including approximately 1,400 are in the United States, with most of our international employees located in Brazil.
Partnerships
- Service providers, managed service providers and cloud service providers deliver advanced multi-discipline services with customized solutions that bundle data, collaboration, cloud, network and digital telecommunication services for end users' needs.
Legal & Regulatory Risks (Item 1A, quoted)
- Litigation - We routinely are involved in litigation that can be costly and lead to adverse results.
- Increased government regulation - We may be subject to additional costs and subject to fines and penalties because certain governmental entities are end users of products that we sell.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| CNXN | PC Connection, Inc. | USD 88.51 | ▲ 0.89% |
| CLMB | Climb Global Solutions, Inc. | USD 31.95 | ▲ 1.98% |
| NSIT | Insight Enterprises, Inc. | USD 171.27 | ▲ 0.05% |
| AVT | Avnet, Inc. | USD 88.64 | ▼ 4.82% |
| ARW | Arrow Electronics, Inc. | USD 209.4 | ▼ 4.44% |
| SNX | TD SYNNEX Corporation | USD 247.08 | ▼ 1.62% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:25 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt