ScanSource (SCSC) Fiscal 2026: Growth Alongside a $220.5 Million Acquisition

ScanSource reported fiscal 2026 net sales of $3.226 billion, up 6.1% from $3.041 billion. Net income rose 10.2% to $78.9 million, while diluted EPS increased to $3.64 from $3.00, helped in part by a lower weighted-average share count.

Operating results

Metric	Fiscal 2025	Fiscal 2026
Net sales	$3.041 billion	$3.226 billion
Net income	$71.5 million	$78.9 million
Diluted EPS	$3.00	$3.64

U.S. sales increased 7.1%, while international sales declined 5.6%. Specialty Technology Solutions grew 6.2%, and Intelisys & Advisory grew 3.1%. This mix is more informative than an external EPS-consensus comparison.

MicroAge changes the risk profile

On August 19, 2026, ScanSource agreed to acquire MicroAge for $220.5 million in cash, subject to working-capital and other adjustments. MicroAge provides managed cloud, data-center, cybersecurity, IT, and help-desk services. The filing expected a September close, but antitrust waiting periods, third-party consents, and other closing conditions still applied.

The next reports should separate organic performance from acquired revenue, show the acquisition’s financing and integration costs, and explain its effect on debt and cash flow.

The earlier automated article’s consensus surprise, volume spike, third-party leverage ratio, macro overlay, and mechanical trade levels were removed.

Sources

• ScanSource results and MicroAge agreement Form 8-K
• ScanSource fiscal 2026 Form 10-K

This article is informational and is not investment advice.