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Dec 31, 2025
ScanSource Q2 2026 Earnings Report
ScanSource reported its second quarter 2026 financial results, showing growth in net sales and gross profit, alongside a decrease in operating income and net income compared to the prior year.
Key Takeaways
ScanSource, Inc. announced its financial results for the second quarter ended December 31, 2025, with net sales increasing by 2.5% year-over-year to $766.5 million. Gross profit also saw a modest increase of 1.2% to $102.9 million. However, operating income decreased by 3.1% to $17.9 million, and GAAP net income fell by 3.3% to $16.5 million. Diluted EPS increased by 7.1% to $0.75.
Net sales for Q2 FY26 increased by 2.5% year-over-year to $766.5 million.
Gross profit grew by 1.2% to $102.9 million, though the gross profit margin slightly decreased to 13.4%.
Operating income for the quarter was $17.9 million, a 3.1% decrease from the prior-year quarter.
GAAP net income was $16.5 million, a 3.3% decrease, while GAAP diluted EPS increased to $0.75.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
ScanSource updated its annual financial outlook for fiscal year 2026, revising net sales and adjusted EBITDA expectations.
Positive Outlook
- Free cash flow guidance remains strong at 'At least $80 million'.
- The company continues to focus on strategic alignment and three-year goals.
- Recurring revenue increased by 15.9% year-over-year, including acquisitions.
- Intelisys & Advisory net sales increased by 3.1% year-over-year, driven by organic growth.
- The company generated $54.1 million of operating cash flow for the six months of fiscal 2026.
Challenges Ahead
- Net sales guidance for FY26 was lowered from '$3.1 billion to $3.3 billion' to '$3.0 billion to $3.1 billion'.
- Adjusted EBITDA guidance for FY26 was lowered from '$150 million to $160 million' to '$140 million to $150 million'.
- Operating income decreased by 3.1% in Q2 FY26 compared to the prior year.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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