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ScanSource, Inc.

$SCSC·$1.1B·Technology Distributors·Technology
$56.55-2.7%1Y+28.0%
Mentions · last 7 days
2026-08-21: 15 posts2026-08-22: 0 posts2026-08-23: 4 posts2026-08-24: 1 posts880%
Price updated 2d ago·X counts updated 6d ago
SCSCSC
$SCSCScanSource, Inc.
$56.55-2.67%88 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $SCSC, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-29

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

ScanSource with a Q4 EPS blowout and 17% revenue growth — quality specialty tech-distribution compounder finally getting noticed.

ScanSource is a specialty technology-distribution company — barcode/POS hardware, physical-security, and cloud/telecom services for value-added resellers. The setup is a real-business quality name accelerating on strong fiscal Q4 execution.

  • The fiscal Q4 print was a huge beat: EPS came in at $1.46 vs a $1.14 consensus (a ~28% beat), revenue at $953M grew 17.3% YoY, and Q3 fiscal EPS at $0.94 vs $0.91 also beat — the sell side models FY27 revenue at ~$3.09B rising to ~$3.33B in 2028 with EPS climbing to $5.29 in FY28, so the compounding curve is real.
  • The corporate governance is refreshing: multiple August F-InKind post-vest tax withholdings from CEO Baur ($1.55M combined), officer Jones ($505K combined), plus a director-officer 8-K on August 17 (specifics not disclosed) — routine mechanics but the absence of meaningful open-market selling at a 69% 52-week range position is subtle-positive.
  • The trailing PS of 11,577x is a data anomaly (the trailing revenue base is materially lower than the $3B annualized run rate that consensus models) — the more meaningful frame is the FY27 forward $3.09B revenue against the market cap; that math makes the stock genuinely cheap at ~13x forward earnings.

The setup is a real-business quality tech-distribution compounder accelerating on strong fiscal Q4 execution — the November 5 fiscal Q1 print is the referee, and the market needs continued high-single-digit revenue growth plus updated hardware and services segment color. A clean beat plus updated services-segment margins extends the accelerating trajectory toward $65; a soft services print or a hardware-inventory issue cools the tape from the 69% 52-week range position.

What to watch: The November 5 fiscal Q1 earnings — need continued high-single-digit revenue growth, updated services-segment margins, and reiterated FY27 EPS guide toward $3.94 consensus. A soft services print or a hardware-inventory issue cools the tape from the 69% 52-week range position; a clean beat plus updated services-segment margins extends the accelerating trajectory toward $65.

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

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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

Enterprise technology refresh cycles and AI infrastructure components are the volume drivers; distributors benefit from GPU/AI hardware demand as the channel-to-market for hyperscaler and enterprise buyers. Margin pressure from manufacturer direct sales is the structural risk.

What this means for $SCSC

Partial — fee-based midstream revenue has limited direct commodity price exposure but volume ties to upstream production activity.

Industry benchmark

4-name peer basket
+52.1%YTD
+35.9%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 $1.10

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$3.2B$3.2B – $3.2B$4.41$4.32 – $4.492
FY28$3.3B$3.3B – $3.4B$5.29$5.17 – $5.422

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.0.7×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.69%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.+5.1%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.+29.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

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

Recent transactions

SellMar 16Michael L BaurCEO3.8K sh$137KSellMar 13Michael L BaurCEO21.2K sh$757K
+ 10 other (7 inkinds · 3 awards) 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
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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 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
3New insider — initial holdingsMar 203
8-KOfficer or director changeMar 128-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.

Here Is Why Bargain Hunters Would Love Fast-paced Mover ScanSource (SCSC)zacks.com·3d agoA Look at ScanSource Inc (SCSC) After 3.8% Gain -- GF Value $47.78 vs Price $56.19gurufocus.com·5d agoSCSC vs. P: Which Stock Is the Better Value Option?zacks.com·6d agoScanSource Is Worth Keeping An Eye Onseekingalpha.com·7d agoScanSource, Inc. (SCSC) Q4 2026 Earnings Call Transcriptseekingalpha.com·11d ago

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Voices on X · last 7 days

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

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