ScanSource Past Earnings Performance
Past criteria checks 3/6
ScanSource's earnings have been declining at an average annual rate of -1.1%, while the Electronic industry saw earnings growing at 2.9% annually. Revenues have been declining at an average rate of 2.8% per year. ScanSource's return on equity is 8.7%, and it has net margins of 2.4%.
Key information
-1.10%
Earnings growth rate
1.97%
EPS growth rate
| Electronic Industry Growth | 15.34% |
| Revenue growth rate | -2.84% |
| Return on equity | 8.66% |
| Net Margin | 2.44% |
| Last Earnings Update | 30 Jun 2026 |
Recent past performance updates
Recent updates
New Narrative • Sep 10
Cloud And Connectivity Trends Will Support Stable Long Term Earnings Profile
Catalysts About ScanSource ScanSource distributes specialty technologies and recurring IT and communications solutions to channel partners globally. What are the underlying business or industry changes driving this perspective?
Narrative Update • Sep 03
SCSC: Earnings Beat And MicroAge Deal Will Support Future Upside
Analysts have raised their ScanSource price target from $71 to $78, citing updated assumptions for revenue growth, profit margins, and future P/E, along with a recent shift to Neutral in Street research views. What’s in the News for ScanSource ScanSource reported Q2 2026 revenue of US$953.1 million, which was 17.3% higher year over year, and adjusted EPS of US$1.46, exceeding consensus estimates by 28%, according to recent earnings coverage.Seeking Alpha • Aug 24
ScanSource Is Worth Keeping An Eye On
Summary ScanSource (SCSC) delivered a blowout Q4, beating consensus with 17% revenue growth and strong FY27 guidance, yet shares saw only a muted reaction. SCSC trades at 7.2x EV/EBITDA and ≤13x P/FCF on FY27 guidance, a notable discount to peers, with potential upside if growth sustains and multiples re-rate. The MicroAge acquisition could expand addressable markets, add services, and enhance exposure to cloud and AI, but integration and execution risks remain. Despite optimism around new initiatives, SCSC’s historical cyclicality and persistent valuation discount warrant a 'wait and see' approach before increasing exposure. Read the full article on Seeking AlphaNarrative Update • Jun 24
SCSC: Earnings Beat And Buybacks Will Support Future Upside Potential
Analysts have kept their ScanSource price target steady at $71.00, citing updated assumptions for revenue growth, profit margins and future P/E. Together, these factors suggest only minor refinements to their valuation framework rather than a major shift in outlook.Narrative Update • Jun 02
SCSC: Converged Communications CX Buildout And Buybacks Will Drive Future Upside
Analysts kept their ScanSource price target steady at $71, indicating only small refinements in discount rate, revenue growth, profit margin and future P/E assumptions rather than any major change in their view of the stock. What's in the News ScanSource reaffirmed earnings guidance for the fiscal year ending June 30, 2026, with expected net sales in the range of US$3.0b to US$3.1b.Narrative Update • May 14
SCSC: Converged Communications CX Expansion Will Drive Future Upside
Analysts have increased their price target on ScanSource from $62 to $71, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E as key drivers of the change. What's in the News Reaffirmed full-year guidance for fiscal 2026, with expected net sales in the range of US$3.0b to US$3.1b (company guidance).Analysis Article • May 11
ScanSource, Inc. Just Beat Revenue By 6.1%: Here's What Analysts Think Will Happen Next
It's been a pretty great week for ScanSource, Inc. ( NASDAQ:SCSC ) shareholders, with its shares surging 11% to...Narrative Update • Apr 24
SCSC: Buybacks And Converged Communications Expansion Will Drive Future Upside
Analysts now hold the ScanSource price target steady at $62, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that remain closely aligned with prior estimates. What's in the News ScanSource launched its Converged Communications CX Team, bringing together ScanSource Specialty and Intelisys technologies, services and expertise to support demand for specialty hardware devices, cloud connectivity, unified communications and customer experience technologies (Client Announcements).Narrative Update • Apr 09
SCSC: Buybacks And Acquisitions Will Drive Future Upside Potential
Analysts have kept their ScanSource fair value estimate steady at $62.00. They have made only slight adjustments to the discount rate, revenue growth outlook, profit margin assumptions, and future P/E, framing this as a minor fine tuning rather than a major shift in view.Narrative Update • Mar 26
SCSC: Future Buybacks And Acquisitions Will Support Upside Potential
Analysts have maintained their price target for ScanSource at approximately $62.00, making only small adjustments to assumptions on discount rate, revenue growth, profit margin, and future P/E that leave their overall view effectively unchanged. What's in the News Completed share repurchase of 503,686 shares, representing 2.28% of shares, for a total of $20.89 million under the buyback announced on May 8, 2025 (Key Developments).Narrative Update • Mar 10
SCSC: Future Acquisitions And Share Repurchases Will Support Upside Potential
Analysts kept their ScanSource fair value estimate steady at $62. This reflects only small adjustments to discount rate, revenue growth, profit margin, and future P/E assumptions, rather than any major shift in their view of the stock.Narrative Update • Feb 23
SCSC: Future Acquisitions And Share Repurchases Will Drive Upside Potential
Analysts have modestly raised their price target on ScanSource to $62.00, reflecting updated assumptions for slightly higher revenue, profit margins, and a higher future P/E multiple. What’s in the News ScanSource lowered its earnings guidance for the fiscal year ending June 30, 2026, and now expects net sales in a range of $3.0b to $3.1b, compared with prior guidance of $3.1b to $3.3b (company guidance).Narrative Update • Feb 09
SCSC: Future Acquisitions And Share Repurchases Will Support Margin Expansion
Analysts have adjusted their price target on ScanSource to $62 from $66, citing updated views on revenue growth, profit margins, and the appropriate future P/E multiple. What's in the News ScanSource is actively looking for acquisitions that could expand its technology stack, capabilities, and value across its partner ecosystem, with management highlighting the recent acquisition of DataXoom as a contributor to channel capabilities and its broader plan (Key Developments).Analysis Article • Feb 08
ScanSource, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
As you might know, ScanSource, Inc. ( NASDAQ:SCSC ) last week released its latest quarterly, and things did not turn...Analysis Article • Jan 31
ScanSource (NASDAQ:SCSC) Seems To Use Debt Quite Sensibly
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Narrative Update • Jan 26
SCSC: Ongoing Share Repurchases Will Support Future Margin Expansion
Analysts have kept their price target for ScanSource steady at US$66.00. This reflects only slight adjustments to inputs like the discount rate, revenue growth, profit margin, and expected future P/E, which together leave their overall valuation view broadly unchanged.Narrative Update • Jan 11
SCSC: Buybacks And Hybrid Distribution Will Support Future Margin Expansion
Analysts have modestly reset their price target on ScanSource to $66.00, reflecting updated assumptions for slightly higher revenue growth and profit margins, as well as a marginally lower future P/E multiple. What's in the News ScanSource reaffirmed full fiscal year 2026 net sales guidance in a range of US$3.1b to US$3.3b, indicating no change to its previously communicated revenue outlook (company guidance filing).Narrative Update • Dec 15
SCSC: Hybrid Distribution And Recurring Revenue Mix Will Drive Margin Expansion
Analysts have nudged their price target for ScanSource to $43.00, reflecting a modestly higher growth outlook and expectations for incremental EBITDA margin improvement over time, even as competitive pressures and ongoing salesforce investments limit near term margin expansion. Analyst Commentary Bullish analysts view ScanSource as well positioned to translate its hybrid distribution model into steadier growth and incremental margin gains, even as the broader technology services distribution market remains competitive.Analysis Article • Nov 09
Results: ScanSource, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
Shareholders might have noticed that ScanSource, Inc. ( NASDAQ:SCSC ) filed its first-quarter result this time last...Analysis Article • Nov 08
Is There Now An Opportunity In ScanSource, Inc. (NASDAQ:SCSC)?
ScanSource, Inc. ( NASDAQ:SCSC ), might not be a large cap stock, but it saw significant share price movement during...Narrative Update • Oct 09
IoT And Robotics Will Fuel Digital Transformation Trends
Analysts have lowered their price target for ScanSource from $58 to $53 per share. They cite expectations for only modest margin improvement due to ongoing competitive pressures and continued investments in sales channels.Analysis Article • Oct 08
ScanSource, Inc.'s (NASDAQ:SCSC) Share Price Is Matching Sentiment Around Its Earnings
ScanSource, Inc.'s ( NASDAQ:SCSC ) price-to-earnings (or "P/E") ratio of 12.7x might make it look like a buy right now...Narrative Update • Aug 24
Expanding Into AI, Cybersecurity, And CX Will Enable Channel Partners To Build Future Recurring Revenue
Despite a slight reduction in revenue growth forecasts and stable profit margins, ScanSource’s consensus analyst price target has increased from $54.00 to $58.00. What's in the News Repurchased 681,035 shares for $25.07 million, completing a total buyback of 4,538,140 shares (18.67%) for $182.91 million under the 2021 buyback program.Analysis Article • Aug 09
Calculating The Intrinsic Value Of ScanSource, Inc. (NASDAQ:SCSC)
NasdaqGS:SCSC 1 Year Share Price vs Fair Value Explore ScanSource's Fair Values from the Community and select yours Key...Analysis Article • May 12
ScanSource, Inc. (NASDAQ:SCSC) Stock Rockets 28% But Many Are Still Ignoring The Company
ScanSource, Inc. ( NASDAQ:SCSC ) shareholders would be excited to see that the share price has had a great month...Analysis Article • May 11
Earnings Beat: ScanSource, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
It's been a pretty great week for ScanSource, Inc. ( NASDAQ:SCSC ) shareholders, with its shares surging 16% to...Analysis Article • Feb 16
Positive Sentiment Still Eludes ScanSource, Inc. (NASDAQ:SCSC) Following 26% Share Price Slump
ScanSource, Inc. ( NASDAQ:SCSC ) shareholders that were waiting for something to happen have been dealt a blow with a...Analysis Article • Feb 02
ScanSource, Inc. (NASDAQ:SCSC) Fell Short of Analyst Expectations: Here's What You Need To Know
It's shaping up to be a tough period for ScanSource, Inc. ( NASDAQ:SCSC ), which a week ago released some disappointing...Analysis Article • Jan 19
Is ScanSource (NASDAQ:SCSC) A Risky Investment?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analysis Article • Dec 19
Estimating The Fair Value Of ScanSource, Inc. (NASDAQ:SCSC)
Key Insights ScanSource's estimated fair value is US$44.50 based on 2 Stage Free Cash Flow to Equity With US$49.11...Analysis Article • Dec 04
ScanSource, Inc.'s (NASDAQ:SCSC) CEO Compensation Looks Acceptable To Us And Here's Why
Key Insights ScanSource's Annual General Meeting to take place on 10th of December Salary of US$901.0k is part of CEO...Analysis Article • Nov 07
Improved Earnings Required Before ScanSource, Inc. (NASDAQ:SCSC) Shares Find Their Feet
ScanSource, Inc.'s ( NASDAQ:SCSC ) price-to-earnings (or "P/E") ratio of 15.7x might make it look like a buy right now...Revenue & Expenses Breakdown
Revenue & Expenses Breakdown
How ScanSource makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 30 Jun 26 | 3,226 | 79 | 311 | 0 |
| 31 Mar 26 | 3,086 | 73 | 302 | 0 |
| 31 Dec 25 | 3,024 | 74 | 293 | 0 |
| 30 Sep 25 | 3,005 | 74 | 288 | 0 |
| 30 Jun 25 | 3,041 | 72 | 284 | 0 |
| 31 Mar 25 | 2,974 | 68 | 281 | 0 |
| 31 Dec 24 | 3,022 | 63 | 277 | 0 |
| 30 Sep 24 | 3,159 | 79 | 271 | 0 |
| 30 Jun 24 | 3,260 | 77 | 277 | 0 |
| 31 Mar 24 | 3,461 | 78 | 280 | 0 |
| 31 Dec 23 | 3,594 | 86 | 285 | 0 |
| 30 Sep 23 | 3,720 | 79 | 288 | 0 |
| 30 Jun 23 | 3,788 | 88 | 286 | 0 |
| 31 Mar 23 | 3,803 | 91 | 287 | 0 |
| 31 Dec 22 | 3,763 | 93 | 283 | 0 |
| 30 Sep 22 | 3,616 | 91 | 283 | 0 |
| 30 Jun 22 | 3,530 | 89 | 275 | 0 |
| 31 Mar 22 | 3,420 | 89 | 266 | 0 |
| 31 Dec 21 | 3,304 | 80 | 258 | 0 |
| 30 Sep 21 | 3,251 | 68 | 249 | 0 |
| 30 Jun 21 | 3,151 | 45 | 247 | 0 |
| 31 Mar 21 | 2,935 | -84 | 239 | 0 |
| 31 Dec 20 | 2,949 | -92 | 246 | 0 |
| 30 Sep 20 | 2,962 | -92 | 253 | 0 |
| 30 Jun 20 | 3,048 | -79 | 259 | 0 |
| 31 Mar 20 | 2,749 | 48 | 217 | 0 |
| 31 Dec 19 | 2,898 | 54 | 230 | 0 |
| 30 Sep 19 | 3,120 | 63 | 242 | 0 |
| 30 Jun 19 | 3,250 | 65 | 244 | 0 |
| 31 Mar 19 | 3,906 | 56 | 315 | 0 |
| 31 Dec 18 | 3,908 | 55 | 310 | 0 |
| 30 Sep 18 | 3,895 | 43 | 304 | 0 |
| 30 Jun 18 | 3,165 | 35 | 232 | 0 |
| 31 Mar 18 | 3,770 | 42 | 291 | 0 |
| 31 Dec 17 | 3,688 | 44 | 282 | 0 |
| 30 Sep 17 | 3,560 | 59 | 275 | 0 |
| 30 Jun 17 | 3,568 | 69 | 265 | 0 |
| 31 Mar 17 | 3,528 | 63 | 243 | 0 |
| 31 Dec 16 | 3,513 | 65 | 241 | 0 |
| 30 Sep 16 | 3,602 | 62 | 241 | 0 |
| 30 Jun 16 | 3,540 | 64 | 240 | 0 |
| 31 Mar 16 | 3,519 | 67 | 255 | 0 |
| 31 Dec 15 | 3,484 | 66 | 252 | 0 |
| 30 Sep 15 | 3,298 | 62 | 236 | 0 |
Quality Earnings: SCSC has high quality earnings.
Growing Profit Margin: SCSC's current net profit margins (2.4%) are higher than last year (2.4%).
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: SCSC's earnings have declined by 1.1% per year over the past 5 years.
Accelerating Growth: SCSC's earnings growth over the past year (10.2%) exceeds its 5-year average (-1.1% per year).
Earnings vs Industry: SCSC earnings growth over the past year (10.2%) did not outperform the Electronic industry 19%.
Return on Equity
High ROE: SCSC's Return on Equity (8.7%) is considered low.
Return on Assets
Return on Capital Employed
Discover strong past performing companies
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/21 03:58 |
| End of Day Share Price | 2026/09/18 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2026/06/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
ScanSource, Inc. is covered by 9 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Reik Read | Baird |
| Guy Hardwick | Barclays |
| Anthony Kure | KeyBanc Capital Markets Inc. |