ScanSource, Inc. (SCSC)
NASDAQInformation TechnologyTechnology DistributorsSnapshot 2026-11-04
$56.98+0.42%
Close 2026-11-04 · 1-day change
NASDAQInformation TechnologyTechnology DistributorsSnapshot 2026-11-04
QuarterlyIQ Insights · SCSC
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“The acquisition of MicroAge marks an exciting milestone in ScanSource’s growth journey,” said Mike Baur, Chair and CEO, ScanSource, Inc. “This transaction advances our strategic priorities and stren…
Stated in 1 of 3 supplied quarters. Management reported: “Except as may be required by law, ScanSource expressly disclaims any obligation to update these forward-looking statements to reflect events or circumstances after the date of this press release or otherwise.” “Non-GAAP Financial Information In addition to disclosing results that are determined in accordance with United States Generally Accepted Accounting Principles ("GAAP"), ScanSource also discloses certain non-GAAP financial measures, which are summarized below.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated strong grew net income 65% of the time over the next year (vs 52% for the rest of the cohort, n=6380).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“[/TABLE] “I’m proud of our team’s excellent fourth quarter performance, with 17% sales growth and even stronger EPS growth,” said Mike Baur, Chair and CEO, ScanSource, Inc. “We're also excited about…”
Non-GAAP financial measures are used to understand and evaluate performance, including comparisons from period to period.
Stated in 3 of 3 supplied quarters. Management reported: “Non-GAAP financial measures are used to understand and evaluate performance, including comparisons from period to period.” “FY26 Annual Outlook FY26 Prior Annual Outlook Net sales $3.0 billion to $3.1 billion $3.0 billion to $3.1 billion Adjusted EBITDA (non-GAAP) $140 million to $150 million $140 million to $150 million Free cash flow (non-GAAP) At least $90 million At least $80 million Adjusted EBITDA is a non-GAAP measure, which excludes estimates for amortization of intangible assets, depreciation expense, and non-cash shared-based compensation expense.”
“Non-GAAP financial measures are used to understand and evaluate performance, including comparisons from period to period.”
“FY26 Annual Outlook FY26 Prior Annual Outlook Net sales $3.0 billion to $3.1 billion $3.0 billion to $3.1 billion Adjusted EBITDA (non-GAAP) $140 million to $150 million $140 million to $150 million…”
“FY26 Annual Outlook Prior FY26 Annual Outlook Net sales $3.0 billion to $3.1 billion $3.1 billion to $3.3 billion Adjusted EBITDA (non-GAAP) $140 million to $150 million $150 million to $160 million…”
Non-GAAP Financial Information In addition to disclosing results that are determined in accordance with United States Generally Accepted Accounting Principles ("GAAP"), ScanSource also discloses cert…
Stated in 3 of 3 supplied quarters. Management reported: “Non-GAAP Financial Information In addition to disclosing results that are determined in accordance with United States Generally Accepted Accounting Principles ("GAAP"), ScanSource also discloses certain non-GAAP financial measures, which are summarized below.” “FY26 Annual Outlook FY26 Prior Annual Outlook Net sales $3.0 billion to $3.1 billion $3.0 billion to $3.1 billion Adjusted EBITDA (non-GAAP) $140 million to $150 million $140 million to $150 million Free cash flow (non-GAAP) At least $90 million At least $80 million Adjusted EBITDA is a non-GAAP measure, which excludes estimates for amortization of intangible assets, depreciation expense, and non-cash shared-based compensation expense.”
“Non-GAAP Financial Information In addition to disclosing results that are determined in accordance with United States Generally Accepted Accounting Principles ("GAAP"), ScanSource also discloses cert…”
“FY26 Annual Outlook FY26 Prior Annual Outlook Net sales $3.0 billion to $3.1 billion $3.0 billion to $3.1 billion Adjusted EBITDA (non-GAAP) $140 million to $150 million $140 million to $150 million…”
“FY26 Annual Outlook Prior FY26 Annual Outlook Net sales $3.0 billion to $3.1 billion $3.1 billion to $3.3 billion Adjusted EBITDA (non-GAAP) $140 million to $150 million $150 million to $160 million…”
Pursue the company's growth goals through Specialty Technology Solutions and its channel technology offerings.
Complete the acquisition of MicroAge to accelerate growth, expand margins, and add new services capabilities in strategic growth technologies.
Over the trailing year it converted 2.06x of net income into operating cash flow. Historically, Information Technology names rated neutral grew net income 57% of the time over the next year (vs 52% for the rest of the cohort, n=4167).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
12 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated neutral grew net income 56% of the time over the next year (vs 55% for the rest of the cohort, n=8114).
Not investment advice. As of 2026-11-04.