ScanSource (SCSC)
Distributes barcode, POS, and networking hardware while brokering cloud and connectivity services for resellers.
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Distributes point-of-sale, mobility, networking, physical security, and communications hardware to resellers and systems integrators, paired with an agency arm that earns recurring commissions on cloud, connectivity, and cloud-communications services. Founded in 1992, the business sells exclusively through channel partners rather than directly to end customers.
Two businesses sit under one roof: a hardware distribution arm supplying point-of-sale, mobility, networking, physical security, and communications equipment, and an agency arm earning recurring commissions by brokering cloud, connectivity, and cloud-communications services.
Operations concentrate in the United States, with additional presence in Canada and Brazil after a deliberate narrowing of international scope. Every sale runs through resellers, systems integrators, and technology advisors rather than directly to end customers.
Hardware distribution follows technology spending cycles and depends on a small number of large suppliers for a disproportionate share of sales. The smaller agency business grows on a different rhythm, offsetting some of that cyclicality with recurring revenue.
Founded in 1992, the company built its model around staying strictly channel-only rather than competing with the partners it depends on.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Oct 7, 2025 | Barclays | Target | Target: — | Target: $43 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $88.4M · Total debt $110.9M · Total assets $1.93B · Shareholders' equity $910.8M
- Revenue
- $953.1M
- Operating income
- $30.1M
- Net income
- $25.6M
No dividends on record.
| Institutions | 109.36% | 22.03M shares | |
|---|---|---|---|
| 215 holders · as of Jun 30, 2026 | |||
| Insiders | 3.07% | 617.5K shares | |
| 14 holders · as of Sep 14, 2026 | |||
| Adds to | 112.43% | ||
20.14M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 112.43%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 19.07% | 3.84M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 8.51% | 1.71M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 8.15% | 1.64M | as of Jun 30, 2026 |
Pzena Investment Management LLCInstitution | 5.51% | 1.11M | as of Jun 30, 2026 |
Wasatch Advisors LPInstitution | 5.32% | 1.07M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 11, 2026 | Michael L. Baur | director, officer: CEO, President, BOD Chair | −57,359 | $58.04 |
| Sep 10, 2026 | Michael L. Baur | director, officer: CEO, President, BOD Chair | −19,980 | $55.55 |
| Sep 11, 2026 | Charles Alexander Mathis | director | −3,000 | $58.00 |
| Sep 4, 2026 | Brandy Ford | officer: SVP & Chief Accounting Officer | −5,293 | $57.43 |
| Sep 3, 2026 | Stephen Jones | officer: SEVP & CFO | −10,000 | $56.76 |
- TD SYNNEX
Broadline global IT distributor overlapping in specialty hardware categories
- Ingram Micro
Broadline IT distributor spanning POS, security, networking, and cloud
- WESCO International
Comms & Security Solutions segment overlaps in networking and physical security
- Resideo Technologies
Owns ADI Global Distribution, a low-voltage security/AV wholesale distributor
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ScanSource | $57.99 | +1.23% | $1.16B | 15.7 | 12.0 | 0.4 | +17.3% |
| TD SYNNEX | $279.85 | +0.09% | $22.36B | 20.0 | 14.0 | 0.3 | +31.0% |
| Ingram Micro | $27.14 | +0.65% | $6.22B | 14.7 | 7.7 | 0.1 | +13.6% |
| WESCO International | $364.71 | +2.64% | $17.32B | 24.6 | 20.0 | 0.7 | +13.0% |
| Resideo Technologies | $18.80 | −0.05% | $2.86B | 8.0 | 10.6 | 0.4 | +2.0% |
| Median | 17.3 | 12.3 | 0.3 | +13.3% |