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Earnings Data
Report Date
Aug 25, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
1.14Last Year’s EPS
1.02Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mix of steady operational and financial strengths (modest sales growth, strong Intelisys margins and billings, solid free cash flow, healthy balance sheet, accretive acquisitions, and a strategic go-to-market change) alongside tangible near-term headwinds (one-time period expenses, weaker large-deal invoicing/timing, a 9% decline in Brazil, and potential supply risk). Management lowered annual guidance relative to prior expectations but maintained free cash flow targets and emphasized confidence in multi-year strategic goals.Company Guidance
Modest Net Sales Growth
Company-wide Q2 net sales grew 3% year-over-year across both segments, with the Specialty Technology Solutions and Intelisys & Advisory segments each reporting 3% YoY sales growth.
Gross Profit and Margin Resilience
Gross profit increased 1% year-over-year for the quarter; Specialty Technology Solutions gross profit rose 1% YoY and would have been in line with revenue growth excluding ~30 basis points of period mix and freight costs.
Intelisys Strong Profitability and Billings
Intelisys & Advisory delivered gross profit growth of 3% YoY, an adjusted EBITDA margin of 41%, and annual net billings of approximately $2.85 billion.
Solid Free Cash Flow and Balance Sheet
The company generated strong free cash flow in the quarter, ended Q2 with approximately $83 million in cash, a net debt leverage ratio of ~0 (TTM adjusted EBITDA basis), and maintained free cash flow guidance of at least $80 million for the year.
Share Repurchase Activity and Capital Flexibility
Share repurchases totaled $18 million in the quarter with $179 million remaining under the repurchase authorization; closed a new five-year credit facility to support strategic objectives.
Strategic Investments and Acquisitions Contributing
Acquisitions (Advantix and DataZoom) and continued investment in Intelisys are contributing to growth and recurring revenue; recurring revenue represented ~18% of Specialty Technology Solutions gross profit for the quarter.
New Converged Communications Go-to-Market
Launched a unified converged communications sales team combining ScanSource hardware expertise and Intelisys cloud/CX capabilities to improve partner alignment and expand share of wallet in converging hardware-cloud solutions.
Strong Return Metrics
Adjusted ROIC was 11.9% for the quarter and 13.3% for the trailing year, indicating healthy returns on invested capital.
SCSC Earnings History
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 |
|---|---|---|---|
Feb 05, 2026 | $44.33 | $36.36 | -17.98% |
Nov 06, 2025 | $41.87 | $41.19 | -1.62% |
Nov 06, 2025 | $41.87 | $41.19 | -1.62% |
Aug 21, 2025 | $42.53 | $39.91 | -6.16% |
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 Inc (SCSC) report earnings?
ScanSource Inc (SCSC) is schdueled to report earning on Aug 25, 2026, After Close (Confirmed).
What is ScanSource Inc (SCSC) earnings time?
ScanSource Inc (SCSC) earnings time is at Aug 25, 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 (Q4) is 1.14.