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ScanSource, Inc.

$SCSC·$1.2B·Technology Distributors·Technology
$60.02-0.7%YTD+47.4%1Y+44.2%
Price updated 6h ago·X counts updated 5d ago
SCSCSC
$SCSCScanSource, Inc.
$60.02-0.69%17 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $SCSC on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

17X posts · last 7 days
Sep 29Oct 11

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SCSC — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

Technology distributor with Q4 FY26 revenue +17% YoY, 47% YTD gain and the $220.5M MicroAge acquisition closed in September.

ScanSource is an international technology distributor of specialty products (barcode, security, communications) to resellers and VARs, so revenue scales with reseller-channel inventory flow and specialty-category mix.

  • Q4 FY26 revenue $953.1M, +17.3% YoY with 3.2% operating margin; four consecutive quarters: -4.6%, +2.5%, +8.8%, +17.3% — three-quarter revenue acceleration
  • TTM: -2819x earnings (negative on charges), 11576x sales (nominal distortion), 29% operating margin (distortion), FCF yield 0%, debt-to-equity 0.003 — the TTM metrics reflect accounting events, not the operating line
  • FY26 (ending Jun) estimate: $3.09B revenue, $3.94 EPS; FY27 $3.60B, $4.84 EPS — modeling 17% revenue growth and 23% EPS growth
  • YTD +47%, trailing-12m +42% at $62.22 against a $1.18B market cap
  • Sep 2: completed $220.5M MicroAge acquisition funded with $225M credit-facility draw
  • CEO Michael Baur disclosed multiple share sales (19,980 and 57,359 shares)

The operating line is accelerating with the MicroAge integration providing step-up revenue — the FY27 EPS estimate implies the integration arrives cleanly.

What to watch: Nov 5 Q1 FY27 earnings and MicroAge integration update — whether revenue growth sustains above 15% and whether operating margin extends on the integration.

On the calendar: 2026-11-05 Q1 FY27 earnings

Read the AI verdict on $SCSC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

ScanSource distributes barcode, POS, networking, and physical security technology products to resellers across the Americas and Europe.

Industry overviewAI analysisGenerated by AI from underlying data

Where Technology Distributors sits in its cycle right now — and what that implies for $SCSC.

Technology Distributors · Technology

No material change from last week — AI GPU and enterprise networking hardware refresh drives distributor volumes.

What this means for $SCSC

Partial — ScanSource distributes barcode, POS, networking, and physical security technology products to resellers across the Americas and Europe.

Top industry ETF

$XLKTechnology Select Sector SPDR
+34.1%YTD
+29.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-2819.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
0.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
28.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
11576.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
0.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
-171%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 20, 2026$1.46$1.14+28.1%
Q1 2026May 7, 2026$0.94$0.91+3.3%
Q4 2025Feb 5, 2026$0.80$1.00-20.0%
Q3 2025Nov 6, 2025$1.06$0.91+16.5%
Next earningsThu, Nov 5·consensus EPS $1.11

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$953.1M+17.3%13.8%3.2%$1.25$-118.6M
Q3 FY26$766.8M+8.8%13.3%3.1%$0.79$69.0M
Q2 FY26$766.5M+2.5%12.7%2.5%$0.75$28.9M
Q1 FY26$739.6M-4.6%14.5%3.5%$0.90$20.8M

Forward consensus

3-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.1B$3.0B – $3.1B$3.94$3.86 – $4.012
FY27$3.6B$3.5B – $3.7B$4.84$4.74 – $5.012
FY28$3.8B$3.7B – $3.9B$5.69$5.58 – $5.902

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.80%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+4.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+28.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 19.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.255-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 11Mathis Charles AlexanderDirector3.0K sh$174KSellSep 11Michael L BaurCEO57.4K sh$3.3MSellSep 10Michael L BaurCEO20.0K sh$1.1MSellSep 4Brandy FordSVP & Chief Accounting Officer5.3K sh$304KSellSep 3Stephen JonesCFO10.0K sh$568K
+ 31 other (15 inkinds · 14 awards · 2 exempts) in window

See when $SCSC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial debt obligationSep 28-K — Item 2.03: Material debt obligation · Item 7.01: Press release / Reg FD
AI summary

ScanSource (SCSC) filed an 8-K (Item 2.01) announcing completion of the acquisition of MicroAge for approximately $220.5 million. The transaction was funded through a $225 million draw on the company's revolving credit facility. MicroAge is a technology distribution company, expanding ScanSource's scale.

8-KMaterial agreementAug 208-K — Item 1.01: Material agreement · Item 2.02: Earnings release
8-KOfficer or director changeAug 178-K — Item 5.02: Officer or director change
8-KOfficer or director changeMay 298-K — Item 5.02: Officer or director change
+ 7 other (4 13Gs · 1 10-K · 1 10-Q · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

ScanSource (SCSC) Is Attractively Priced Despite Fast-paced Momentumzacks.com·17h agoNew Strong Buy Stocks for October 16thzacks.com·22h agoBest Value Stocks to Buy for October 16thzacks.com·23h agoContrasting RF Industries (NASDAQ:RFIL) & ScanSource (NASDAQ:SCSC)defenseworld.net·1d agoSCSC or SYM: Which Is the Better Value Stock Right Now?zacks.com·2d ago

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Voices on X · last 7 days

No standout posts about $SCSC on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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