SCSC at a glance
SCANSOURCE, INC. (SCSC, SEC CIK 918965) filed its latest 10-K annual report on August 20, 2026, a 10-Q quarterly report on May 7, 2026, an 8-K current report on September 2, 2026 and Form 4 insider filings as recently as September 14, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended June 30, 2026 (FY2026), SCANSOURCE, INC. (SCSC) reported revenue of $3.2 billion (up 6.1% from FY2025) and net income of $78.9 million. Diluted EPS was $3.64.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding SCANSOURCE, INC. (SCSC) shares worth $612.5 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by BAUR MICHAEL L on September 11, 2026 of 6,692 shares at $57.71 per share.
- In the last 90 days, SCSC insiders reported 0 open-market purchases ($0) and 10 open-market sales ($5.5M) on Form 4, a net sale of $5.5M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $3.2B
- +6.1% vs prior year
- Insiders · 90 days
- 0 buys · 10 sells
- Net −$5.5M
- 13F holders
- 31 funds
- $612.5M · +0 vs prior quarter
- Latest 8-K
- Sep 2, 2026
- Item 7.01 · Item 2.03
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $3.23B, up 6.1% YoY ($185.3M); Specialty Technology Solutions best performing segment, up 6.2% ($182.2M); Intelisys & Advisory up 3.1% ($3.0M); international sales down 5.6% ($13.5M)
- Operating margin 3.1% vs 2.8%; Specialty Technology Solutions operating margin 2.4% vs 2.2%; Intelisys & Advisory margin 28.3% vs 27.7%; gross margin 13.6% vs 13.4%
- Net income margin stable at 2.4%; adjusted EBITDA $151.5M vs $144.7M; adjusted ROIC increased to 14.7% from 13.6%
- Operating cash flow $123.1M vs $112.3M; capital expenditures $27.5M vs $62.4M; share repurchases $97.5M in fiscal 2026 with $120.8M remaining authorization; cash $88.4M vs $126.2M year-end
- Management notes macroeconomic uncertainty, tariffs, and geopolitical risks; expects capital expenditures $8-$12M in 2027 for IT and warehouses; credit facility of $400M revolving and $100M term loan with financial covenant compliance
Risk Factors
- Regulatory risk U.S. Foreign Corrupt Practices Act and Iran Threat Reduction and Syria Human Rights Act compliance risks in Brazil’s complex market
- Macroeconomic threat 7% revenue exposure in Brazil with risks from political volatility, inflation, and tariff impacts on supply chain and demand
- Supply chain vulnerability reliance on few suppliers like Cisco and Zebra, shortages of computer chips causing product constraints and potential delays
- Competitive risk intense competition from broad-line distributors and technology solutions firms could reduce margins and erode market share
- Financial risk multi-currency senior secured credit facility with leverage and interest coverage covenants subject to risks of default and higher borrowing costs
Business Overview
- Technology distributor offering converged hardware, SaaS, connectivity, cloud services primarily in US and Brazil; net sales $3.23B FY2026
- Emphasized expansion of Intelisys & Advisory segment including Managed AI, connectivity, cloud, and security services with recurring revenue
- Strategic focus on converging complex technologies via multiple sales models to enable channel partners growth and operational excellence
- Workforce of approximately 2,100 employees, with ongoing investments in employee development programs like ScanSource Leadership Institute
- Introduced SourceHub shared services model to enhance operational efficiencies across North America and Brazil in FY2026
AI summary of the SCSC 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Mar 31, 2026
Risk Factors
- No material changes to risk factors disclosed in the June 30, 2025 Form 10-K
- Carried-forward business, financial condition, and operating-results risks remain potentially material
Management Discussion & Analysis
- Revenue $766.8M, up 8.8% YoY from $704.8M, led by Specialty Technology Solutions
- Operating margin 3.0% vs 3.2% YoY; net income $16.9M vs $17.4M
- Best segment Specialty Technology Solutions: revenue $740.8M, up 9.2%; worst Intelisys & Advisory: $26.0M, down 1.5%
- Cash $120.3M vs $126.2M at June 30; operating cash flow $125.4M vs $104.7M YoY
- Outlook: fiscal 2026 capital expenditures $8.0M–$10.0M; tariffs, inflation and geopolitical tensions remain headwinds
AI summary of the SCSC 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Exhibit 99.1 furnished under Regulation FD, indicating accompanying investor-relevant disclosure
- Information not deemed filed under Exchange Act Section 18, limiting related liability
Item 2.03: Creation of a Direct Financial Obligation
- $220.5 million cash acquisition price for MicroAge, plus $9.8 million placed in escrow
- Approximately $225 million drawn under ScanSource’s revolving credit facility to fund the closing
Item EX-99.1: Item EX-99.1
- MicroAge acquisition completed for $220.5 million cash
- Purchase funded through borrowings under ScanSource’s existing credit facility
Item 2.02: Results of Operations and Financial Condition
- Fourth-quarter and fiscal-year results ended June 30, 2026 announced August 20, 2026
- Detailed financial results available in Exhibits 99.1 and 99.2
Item 1.01: Entry into a Material Definitive Agreement
- $220.5M cash acquisition of MicroAge, a managed cloud, cybersecurity, data-center and IT-services provider
- $9.8M escrow, including $6.8M for indemnification claims and $3M for purchase-price adjustments
Item EX-99.1: Item EX-99.1
- Q4 FY26 net sales $953.1M, up 17%; gross profit $119.8M, up 14%
- GAAP diluted EPS $1.24, up 41%; non-GAAP diluted EPS $1.46, up 43%
Item EX-99.1: Item EX-99.1
- Peter C. Browning retired from ScanSource’s Board on August 12, 2026 after serving since 2014
- Former Lead Independent Director from February 2019 to January 2026, representing a notable governance transition
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Peter C. Browning retired from ScanSource’s Board effective August 12, 2026, after serving since 2014
- Board reduced to seven seats, potentially lowering director capacity for oversight and committee coverage
AI summaries of SCSC 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SCSC
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| BAUR MICHAEL L | Sell | Sep 11, 2026 | 6,692 | $57.71 |
| BAUR MICHAEL L | Sell | Sep 11, 2026 | 1,851 | $56.50 |
| BAUR MICHAEL L | M | Sep 11, 2026 | 57,359 | - |
| BAUR MICHAEL L | Sell | Sep 11, 2026 | 48,816 | $58.14 |
| BAUR MICHAEL L | M | Sep 11, 2026 | 57,359 | $37.00 |
| Mathis Charles Alexander | Sell | Sep 11, 2026 | 3,000 | $58.00 |
| BAUR MICHAEL L | Sell | Sep 10, 2026 | 1,900 | $57.03 |
| BAUR MICHAEL L | Sell | Sep 10, 2026 | 18,080 | $55.39 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $3.0B | $3.2B |
| Gross Profit | - | $408.6M | $437.4M |
| Operating Income | $90.3M | $85.2M | $98.6M |
| Net Income | $77.1M | $71.5M | $78.9M |
| Gross Margin | - | 13.4% | 13.6% |
| Op. Margin | - | 2.8% | 3.1% |
| Net Margin | - | 2.4% | 2.4% |
| Balance Sheet | |||
| Total Assets | - | $1.8B | $1.9B |
| Equity | - | $906.4M | $910.8M |
| ROE | - | 7.9% | 8.7% |
| Per Share | |||
| EPS | $3.06 | $3.00 | $3.64 |
| Cash Flow | |||
| Operating CF | $371.6M | $112.3M | $123.1M |
Source: XBRL data in SCANSOURCE, INC. (SCSC)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SCSC share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $612.5M |
| Q1 2026 | 31 | $427.0M |
| Q4 2025 | 28 | $459.1M |
| Q3 2025 | 28 | $535.9M |
| Q2 2025 | 28 | $523.9M |
| Q1 2025 | 25 | $316.9M |
| Q4 2024 | 19 | $387.8M |
| Q3 2024 | 17 | $235.8M |
- BlackRock+163.5K (+4%)
- FMR LLC (Fidelity)+64.4K (+63%)
- JPMorgan Chase & Co+49.4K (+11%)
- State Street Corp+46.4K (+5%)
- D.E. Shaw & Co+44.2K (+150%)
- Vanguard Capital Management LLC−54.3K (-6%)
- Vanguard Portfolio Management LLC−50.7K (-3%)
- AQR Capital Management−45.3K (-34%)
- Prudential Financial−28.7K (-24%)
- Invesco Ltd−26.6K (-6%)
- Millennium Management+21.4K
- Citadel Advisors LLC−131.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 207 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SCSC filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 8-K | Sep 2, 2026 | - | Analysis | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
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SCSC SEC filings: frequently asked questions
Are SCSC insiders buying or selling?
In the last 90 days, SCANSOURCE, INC. (SCSC) officers, directors and 10% owners reported no open-market purchases and 10 open-market sales worth $5.5 million by 4 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold SCSC stock?
As of June 30, 2026, the largest SCANSOURCE, INC. (SCSC) holders among the 13F filers tracked by SignalX were BlackRock ($200.1 million), Vanguard Portfolio Management LLC ($89.3 million), Dimensional Fund Advisors ($85.5 million), State Street Corp ($46.8 million), Vanguard Capital Management LLC ($44.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SCSC's revenue in fiscal year 2026?
For the fiscal year ended June 30, 2026 (FY2026), SCANSOURCE, INC. (SCSC) reported revenue of $3.2 billion (up 6.1% from FY2025) and net income of $78.9 million. Diluted EPS was $3.64. The figures come from the XBRL data in the 10-K.
What are the main risks in SCSC's latest 10-K?
In the 10-K filed August 20, 2026, SCANSOURCE, INC. (SCSC) flagged: Regulatory risk U.S. Foreign Corrupt Practices Act and Iran Threat Reduction and Syria Human Rights Act compliance risks in Brazil’s complex market. Macroeconomic threat 7% revenue exposure in Brazil with risks from political volatility, inflation, and tariff impacts on supply chain and demand. (AI summary of the Risk Factors section.)
What did SCSC report in its latest 8-K?
SCANSOURCE, INC. (SCSC) filed an 8-K on September 2, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 2.03 (Creation of a Direct Financial Obligation). Exhibit 99.1 furnished under Regulation FD, indicating accompanying investor-relevant disclosure.
What are the latest SCSC SEC filings?
SCANSOURCE, INC. (SCSC) filed its latest 10-K annual report on August 20, 2026, a 10-Q quarterly report on May 7, 2026, an 8-K current report on September 2, 2026 and a Form 4 insider filing on September 14, 2026.
What is SCSC's SEC CIK number?
SCANSOURCE, INC. (SCSC)'s SEC Central Index Key (CIK) is 918965. EDGAR lists every SCSC filing under that number.
Ask anything about SCSC
The research agent reads SCSC's filings, financials, insider trades and 13F holders, then answers with sources.