ScanSource
Distributes barcode, POS, and networking hardware while brokering cloud and connectivity services for resellers.
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Profile
Distributes point-of-sale, mobility, networking, physical security, and communications hardware to resellers and systems integrators, paired with an agency arm that earns recurring commissions on cloud, connectivity, and cloud-communications services. Founded in 1992, the business sells exclusively through channel partners rather than directly to end customers.
Two businesses sit under one roof: a hardware distribution arm supplying point-of-sale, mobility, networking, physical security, and communications equipment, and an agency arm earning recurring commissions by brokering cloud, connectivity, and cloud-communications services.
Operations concentrate in the United States, with additional presence in Canada and Brazil after a deliberate narrowing of international scope. Every sale runs through resellers, systems integrators, and technology advisors rather than directly to end customers.
Hardware distribution follows technology spending cycles and depends on a small number of large suppliers for a disproportionate share of sales. The smaller agency business grows on a different rhythm, offsetting some of that cyclicality with recurring revenue.
Founded in 1992, the company built its model around staying strictly channel-only rather than competing with the partners it depends on.
Company facts
Categories
Key statistics
Year to date +44.7% · Average volume (30d) 277.6K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Target |
|---|---|---|---|
| Oct 7, 2025 | Barclays | Target | $43 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 20, 2026Q4 FY26 | $1.14 | $1.46 | +28.1% | $814.4M | $953.1M | +17.0% | +9.67% |
| May 7, 2026Q3 FY26 | $0.91 | $0.94 | +3.3% | $738.6M | $766.8M | +3.8% | +6.03% |
| Feb 5, 2026Q2 FY26 | $1.00 | $0.80 | −20.0% | $781.3M | $760.1M | −2.7% | +5.58% |
| Nov 6, 2025Q1 FY26 | $0.91 | $1.06 | +16.5% | $787.3M | $739.7M | −6.1% | −1.43% |
Financial highlights
| 12 quarters | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $704.8M | $812.9M | $739.7M | $766.5M | $766.8M | $953.1M | |
| Gross profit | $100.2M | $105.1M | $107.5M | $97.2M | $101.6M | $131.1M | |
| Operating income | $22.3M | $26.8M | $25.9M | $19.1M | $23.6M | $30.1M | |
| Net income | $17.4M | $20.1M | $19.9M | $16.5M | $16.9M | $25.6M | |
| Diluted EPS | $0.74 | $0.85 | $0.89 | $0.75 | $0.78 | $1.22 | |
| Gross margin | 14.2% | 12.9% | 14.5% | 12.7% | 13.3% | 13.8% | |
| Operating margin | 3.2% | 3.3% | 3.5% | 2.5% | 3.1% | 3.2% |
Fiscal years (4-quarter sums)FY22 $3.53B · FY23 $3.79B · FY24 $3.26B · FY25 $3.04B · FY26 $3.23B
Revenue by product · Q4 FY26
Revenue by geography · Q4 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $88.4M · Total debt $2.9M · Total assets $1.93B · Shareholders' equity $910.8M
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 20.32M · Float 19.92M · 98.0% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 3.84M | 18.90% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 1.71M | 8.43% | 13F | Aug 13, 2026 |
| Dimensional Fund Advisors LP | 1.64M | 8.07% | 13F | Aug 11, 2026 |
| Pzena Investment Management LLC | 1.11M | 5.50% | 13G | Jul 15, 2026 |
| Wasatch Advisors LP | 1.07M | 5.27% | 13F | Jul 10, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 16, 2026 | Michael L. Baur | director, officer: CEO, President, BOD Chair | −3,827 | $35.89 |
| Mar 13, 2026 | Michael L. Baur | director, officer: CEO, President, BOD Chair | −21,173 | $35.76 |
| Feb 11, 2026 | Charles Alexander Mathis | director | +6,000 | $35.21 |
| Dec 16, 2025 | Michael L. Baur | director, officer: CEO, President, BOD Chair | −9,459 | $41.42 |
| Dec 15, 2025 | Michael L. Baur | director, officer: CEO, President, BOD Chair | −9,559 | $40.82 |
Peers
- TD SYNNEX
Broadline global IT distributor overlapping in specialty hardware categories
- Ingram Micro
Broadline IT distributor spanning POS, security, networking, and cloud
- WESCO International
Comms & Security Solutions segment overlaps in networking and physical security
- Resideo Technologies
Owns ADI Global Distribution, a low-voltage security/AV wholesale distributor
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ScanSource | $56.55 | +0.04% | $1.15B | 15.5 | 12.1 | 0.4 | +17.3% |
| TD SYNNEX | $253.97 | +0.06% | $20.31B | 18.2 | 12.9 | 0.3 | +31.0% |
| Ingram Micro | $28.60 | −0.38% | $6.62B | 15.6 | 8.2 | 0.1 | +13.6% |
| WESCO International | $336.42 | 0.00% | $16.39B | 23.2 | 18.5 | 0.7 | +13.0% |
| Resideo Technologies | $19.63 | 0.00% | $4.27B | 8.4 | 11.0 | 0.6 | +2.0% |
| Median | 16.9 | 11.9 | 0.4 | +13.3% |