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ScanSource
ScanSource (SCSC) investor relations material
ScanSource 47th Annual Raymond James Institutional Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.47th Annual Raymond James Institutional Investor Conference summary4 Mar, 2026
Business model and specialization
Operates a two-tier distribution model, working with technology manufacturers and resellers to deliver core business technologies across all business sizes and verticals.
Specializes in technologies such as mobility, barcode, physical security, point-of-sale, networking, and cloud services, creating value for both suppliers and channel partners.
Supports 25,000 sellers and 500 suppliers, with 92% of revenue from North America and a small presence in Brazil.
Adds technical knowledge and simplifies complex, multi-supplier transactions for partners, focusing on delivering outcomes to end users.
Offers suppliers flexible routes to market and a deeper, specialized approach compared to broad-line distributors.
Financial transformation and performance
Shifted focus from hardware-driven revenue to recurring revenue streams, increasing gross profit margins from 12% to over 13.5%.
About one-third of gross profits now come from recurring revenues, with a goal to reach 50% in the next three years.
Specialty Technology Solutions segment has 12.5% of gross profits from recurring streams; Intelisys & Advisory segment is nearly 100% recurring.
EBITDA margins are just under 5%, with a target to reach close to 6% over three years.
Introduced a free cash flow conversion metric, aiming for at least 80% conversion from net income.
Strategic goals and capital allocation
Updated three-year goals to focus on gross profit growth rather than top-line revenue, reflecting the impact of recurring revenues.
Targets 5%-7% gross profit growth, recurring revenues at 50% of gross profits, and mid-teens adjusted ROIC.
Capital allocation balances acquisitions and share repurchases, with recent buybacks reflecting stock value relative to book value.
Pursues capital-light acquisitions to enhance MSP-like capabilities and expand market reach.
Maintains flexibility to pursue opportunities that align with strategic goals.
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Next ScanSource earnings date
Q3 20267 May, 2026
ScanSource
Next ScanSource earnings date
Q3 20267 May, 2026
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Frequently asked questions
ScanSource Inc is a technology distributor that provides hardware, software, and services for point-of-sale, barcode, networking, and unified communications solutions. The company serves resellers and integrators in retail, healthcare, and government markets. It operates globally through physical and digital distribution channels. ScanSource Inc is headquartered in Greenville, South Carolina, and its shares are listed on the NASDAQ.
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