TLDR
- ScanSource reported Q4 adjusted EPS of $1.46, beating the $1.14 estimate by $0.32
- Revenue came in at $953.1 million, well above the $821.95 million estimate, up 17% year-over-year
- The company announced a $220.5 million cash deal to acquire MicroAge
- SCSC stock surged 19% in premarket trading Thursday
- For fiscal 2027, ScanSource guided for net sales growth of 6% to 10%, excluding the MicroAge deal
ScanSource (SCSC) jumped roughly 19% in premarket trading Thursday after the technology distributor posted a strong Q4 earnings beat and announced a $220.5 million acquisition of IT solutions integrator MicroAge.
Adjusted EPS came in at $1.46 for the quarter, clearing the $1.14 consensus by $0.32. Revenue hit $953.1 million, well ahead of the $821.95 million estimate and up 17% from $812.9 million in the same quarter last year.
The quarter was powered by hardware demand. The Specialty Technology Solutions segment posted net sales of $927.2 million, up 17.6% year-over-year, driven by broad-based growth in North America.
$SCSC ScanSource reports Q4 2026 net sales of $953 million (up 17% YoY) with gross profit of $120 million (up 14% YoY) and Q4 EPS of $1.24, alongside FY26 guidance for adjusted EBITDA of $158–$165 million and free cash flow of at least $85 million. The company also announces the…
— MomentumSwingPulse.com (@MSWPulse) August 20, 2026
Intelisys and Advisory net sales grew 7.2% year-over-year to $25.9 million, largely from higher Resourcive sales.
Gross profit rose 14% to $119.8 million, though gross profit margin slipped slightly to 12.6% from 12.9% in the prior-year quarter.
Operating income climbed 19% to $31.7 million. On a GAAP basis, net income for Q4 increased to $25.6 million, or $1.24 per diluted share, up from $20.1 million, or $0.88 per diluted share, a year ago.
MicroAge Deal
ScanSource announced a deal to buy MicroAge for $220.5 million in cash. CEO Mike Baur said the acquisition “will accelerate growth, expand margins, and adds new services capabilities.”
The MicroAge deal is expected to close in the quarter ending September 30, 2026, pending regulatory approval.
Full-Year Results
For the full fiscal year 2026, ScanSource posted net sales of $3.23 billion, up 6.1% year-over-year. Full-year gross profit increased 7% to $437.4 million, with gross profit margin improving to 13.6% from 13.4%.
Full-year operating income rose to $98.6 million from $85.2 million. GAAP net income for fiscal 2026 came in at $78.9 million, or $3.64 per diluted share, compared to $71.5 million, or $3.00 per diluted share, in fiscal 2025.
Adjusted EBITDA for the year grew 4.8% to $151.5 million.
ScanSource ended the fiscal year with $88.4 million in cash and $101.4 million in total debt. The company generated $123.1 million in operating cash flow and $113.8 million in free cash flow for fiscal 2026.
The company also repurchased $97.9 million worth of stock during the year.
Looking ahead to fiscal 2027, ScanSource guided for net sales growth of 6% to 10% and adjusted EBITDA of $158 million to $165 million, not including any contribution from the pending MicroAge acquisition.
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