The earnings call showcased a strong financial performance with significant profit growth and successful strategic acquisitions. However, challenges in top-line revenue growth and declines in key segments were noted, balanced by positive developments in other areas.

Company Guidance

During the ScanSource Quarterly Earnings Conference Call for fiscal year 2026, the company provided guidance and discussed several key metrics. For the first quarter, ScanSource reported a 6% year-over-year growth in gross profits and a 26% increase in non-GAAP EPS, highlighting the robust performance of their business model. The adjusted EBITDA margin stood at 5.2%, while the cash conversion of non-GAAP net income was 88%. The Specialty Technology Solutions segment saw a net sales decline of 5% year-over-year, but gross profits increased by 7%, with recurring revenues contributing approximately 13% to gross profits. The Intelisys & Advisory segment experienced a 4% increase in net sales, with annualized net billings reaching approximately $2.78 billion. The company ended the quarter with $125 million in cash and a net debt leverage ratio of approximately 0, maintaining a strong balance sheet. Looking ahead, ScanSource reaffirmed their fiscal year 2026 outlook, anticipating full-year net sales growth between $3.1 billion and $3.3 billion, full-year adjusted EBITDA between $150 million and $160 million, and at least $80 million in free cash flow, with expectations for revenue growth to accelerate in the second half of the fiscal year.

Strong Profit and Free Cash Flow Generation

Gross profits grew 6% and non-GAAP EPS grew 26% year-over-year. The company delivered 5.2% adjusted EBITDA margins and cash conversion of non-GAAP net income was 88%, indicating strong financial health and operational efficiency.

Intelisys & Advisory Segment Growth

Net sales increased 4% year-over-year, with annualized net billings rising to approximately $2.78 billion, maintaining market share. The segment showed a strategic focus on future growth with increased investments in SG&A.

Successful Acquisition Strategy

The acquisition of DataXoom, a leading provider of B2B mobile data connectivity solutions, was completed, expanding capabilities and relationships with major U.S. carriers. This builds on the previous acquisition of Advantix.

Share Repurchases

The company repurchased $21 million worth of shares, demonstrating a commitment to returning value to shareholders.

ScanSource (SCSC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

SCSC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 10, 2026	2026 (Q2)	1.01 / -	0.85	―	―	―
Nov 06, 2025	2026 (Q1)	0.93 / 1.06	0.84	26.19% (+0.22)	―
Aug 21, 2025	2025 (Q4)	0.92 / 1.02	0.8	27.50% (+0.22)	―
May 08, 2025	2025 (Q3)	0.78 / 0.86	0.69	24.64% (+0.17)	―
Jan 30, 2025	2025 (Q2)	0.91 / 0.85	0.85	0.00% (0.00)	―
Nov 07, 2024	2025 (Q1)	0.78 / 0.84	0.74	13.51% (+0.10)	―
Aug 27, 2024	2024 (Q4)	0.93 / 0.80	0.76	5.26% (+0.04)	―
May 07, 2024	2024 (Q3)	0.84 / 0.69	0.96	-28.13% (-0.27)	―
Feb 06, 2024	2024 (Q2)	0.97 / 0.85	1.06	-19.81% (-0.21)	―
Nov 09, 2023	2024 (Q1)	0.90 / 0.74	1.07	-30.84% (-0.33)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

SCSC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 06, 2025	$41.87	$41.19	-1.62%
Aug 21, 2025	$42.53	$39.91	-6.16%
May 08, 2025	$36.12	$38.39	+6.28%
Jan 30, 2025	$49.99	$42.59	-14.80%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Scansource (SCSC) report earnings?

Scansource (SCSC) is schdueled to report earning on Feb 10, 2026, After Close (Confirmed).

What is Scansource (SCSC) earnings time?

Scansource (SCSC) earnings time is at Feb 10, 2026, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is SCSC EPS forecast?

SCSC EPS forecast for the fiscal quarter 2026 (Q2) is 1.01.

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