Feed / SCSC

ScanSource, Inc.

SCSC

Technology · 55.51 -2.6% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

ScanSource, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 15 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 21 directly disclosed connections are confirming.

Company-2.6% todayVolume comparison unavailable
Market group0 of 15 activeE-commerce Technology · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • SCSC's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if SCSC's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Technology · Electronics & Computer Distribution

No new filing conclusion is available. 0 of 15 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 21 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • SCSC's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations319
Usable filing statements80
Verified relationships12
Evidence supporting the case
  • Latest annual revenue changed +6.1% year over year.
  • Input and raw-material costs has repeated favorable evidence across 5 filings.
  • Supply chain and availability has repeated favorable evidence across 5 filings.
Evidence challenging the case

No qualifying adverse evidence was identified; that is not proof there is no downside.

Questions before a position
  • P/E is 40% below the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 33% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

55.51
6m+50.9%12m+24.2%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-06-30$3.5B+12.0%$3.45+0.9%
2023-06-30$3.8B+7.3%$3.54-1.5%
2024-06-30$3.3B-13.9%$3.06-0.6%
2025-06-30$3.0B-6.7%$3.00-5.5%
2026-06-30$3.2B+6.1%$3.64-9.0%

What management says matters

Persistent and emerging business drivers

Input and raw-material costspositive · 5 filings
Gross margin mix is impacted by multiple factors, which include sales mix (proportion of sales of higher margin products or services relative to total sales), supplier program recognition (consisting of volume rebates, inventory price changes and purchase dis…
10-K · Aug 20, 2026
Supply chain and availabilitypositive · 5 filings
Gross margin mix is impacted by multiple factors, which include sales mix (proportion of sales of higher margin products or services relative to total sales), supplier program recognition (consisting of volume rebates, inventory price changes and purchase dis…
10-K · Aug 20, 2026
Pricing and mixmixed · 4 filings
We expect to pass through to our channel sales partners any supplier price increases resulting from tariffs or other factors.
10-K · Aug 20, 2026
Tariffs and trade policymixed · 4 filings
We expect to pass through to our channel sales partners any supplier price increases resulting from tariffs or other factors.
10-K · Aug 20, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 0.4× · EV/sales 0.4×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

55.51-2.6% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for SCSC. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for SCSC. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind SCSC

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

CMCSAComcast CorporationcustomerAug 21, 2025

Our key suppliers includ e AT&T, Avaya, Axis, Cisco, Comcast Business, Dell, Elo, Extreme, Five9, Fortinet, Hanwha, Honeywell, HP Poly, HPE/Aruba, Ingenico, Lumen, Microsoft, NiCE, RingCentral, Ubiquiti, Verifone, Verizon, Zebra Technologies and Zoom.

CMCSAComcast CorporationsupplierAug 21, 2025

Suppliers We provide products and services from approximately 500 suppliers, including key suppliers AT&T, Avaya, Axis, Cisco, Comcast Business, Dell, Elo, Extreme, Five9, Fortinet, Hanwha, Honeywell, HP Poly, HPE/Aruba, Ingenico, Lumen, Microsoft, NiCE, Ring…

Depended on by

INGMIngram Micro Holding CorporationcompetitorMar 3, 2026

Our top competitors include global companies such as TD Synnex, Arrow Electronics, Inc., Scansource, Inc., Westcon-Comstor, and Synnex Technology International, and local and regional distributors such as Also Holding, Esprinet, Redington, Exclusive Networks,…

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 21 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

SCSC is currently a Follower in the organic co-movement group E-commerce Technology. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for SCSC; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.