Scansource, Inc. (SCSC) Q4 2025 Earnings Call

Concluded Aug 21, 2025

Aug 21, 2025 0 turns

Period: FY2025 Q4
Runtime: —
Sources: 3 artifacts

Slides 21 8-K 10-K

Executive readout · one minute

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Q3 results and growth 28 Converged Communications Business Unit / IntelliSys growth 17 Cash flow and capital allocation 12 Specialty Technology Solutions segment 10 FY26 outlook and guidance 6 AI opportunities 5

Management tone

Positive

Net tone +42 · low hedging

Grounding quotes

“Our team delivered strong third-quarter results with adjusted EBITDA, EPS, free cash flow, and ROIC, all increasing versus the prior year.”
“We are maintaining our full year projections for both revenue and adjusted EBITDA. And for FY26 free cash flow, we are raising our expectations to at least $90 million.”
“we don't want to get over our skis as we look at Q4”
“We clearly have to not only continue doing what we were doing for new orders, but everything that I'm talking about today that's new, we won't see the results of that for anywhere from six to 18 months.”

Research coverage

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Revenue · derived Q4 $812.89M +8.9% YoY

Gross margin · derived Q4 12.9% -0.1 pp YoY

Net income · derived Q4 $20.09M +24.8% YoY