Tech distributor ScanSource's Q4 sales, profit beat estimates

ScanSource

21/08/2025 13:23

Overview

ScanSource Q4 net sales rise 8.9%, beating analyst expectations, per LSEG data

Adjusted EPS for Q4 beats consensus, rising to $1.02, per LSEG data

Adjusted EBITDA for Q4 increases 13%, surpassing estimates, per LSEG data

Outlook

ScanSource sees FY26 net sales between $3.1 bln and $3.3 bln

Company expects FY26 adjusted EBITDA of $150 mln to $160 mln

ScanSource anticipates FY26 free cash flow of at least $80 mln

Result Drivers

RECURRING REVENUE - Recurring revenue increased 30% year-over-year, driven by acquisitions

NORTH AMERICA GROWTH - Specialty Technology Solutions sales rose 9.2%, fueled by broad-based growth in North America

PRODUCT AND SERVICE SALES - Net sales for products and services grew 8.1% year-over-year

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$812.89 mln
$776.90 mln (3 Analysts)
Q4 Adjusted EPS
Beat
$1.02
$0.92 (3 Analysts)
Q4 Adjusted Net Income
Beat
$23.32 mln
$22.10 mln (2 Analysts)
Q4 Adjusted EBITDA
Beat
$38.64 mln
$36.60 mln (3 Analysts)
Q4 Gross Profit
$105.10 mln
Q4 Operating Income
$26.79 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 1 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the computer hardware peer group is "buy"

Wall Street's median 12-month price target for Scansource Inc is $54.00, about 21.2% above its August 20 closing price of $42.53

Press Release: ID:nBwj4gWba

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)