ScanSource

Q4 FY2026 EarningsQ4 FY26 results significantly exceeded consensus across all top and bottom-line metrics, driven by a 17.3% YoY surge in net sales to $953.1M vs. the $802.0M expected. Normalized EPS reached $1.46, beating the $1.14 mean estimate by 28%. While gross margin of 12.6% slightly missed the 13.6% consensus, strong operating leverage and hardware demand in North America fueled a meaningful beat in operating income. FY27 revenue guidance of 6-10% growth and the strategic acquisition of MicroAge signal continued momentum in high-margin IT solutions.