Every material Form 8-K ScanSource filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
ScanSource reported first-quarter fiscal 2027 net sales of $962.3 million, up 30.1% year over year, with GAAP net income down 56.3% to $8.7 million, or $0.42 per diluted share. The company raised its full-year fiscal 2027 outlook for net sales and adjusted EBITDA to include the MicroAge acquisition, which closed on September 1, 2026.
Net sales were $962.3 million, up 30.1%; gross profit margin fell to 12.2% from 14.5%.
GAAP diluted EPS was $0.42 versus $0.89 a year earlier; non-GAAP diluted EPS was $0.86 versus $1.06.
FY27 outlook raised to net sales of $3.8 billion to $4.0 billion and adjusted EBITDA of $175 million to $185 million, up from $158 million to $165 million.
Operating cash flow was negative $42.3 million, mainly from working capital investment; higher bad debt expense of about $4.5 million was tied mostly to Brazil.
On August 19, 2026, ScanSource agreed to acquire MicroAge, a technology provider, for $220.5 million in cash at closing, with closing expected in September 2026 subject to antitrust waiting-period expiration and third-party consents. On August 20, the company reported fourth-quarter fiscal 2026 net sales of $953.1 million, up 17.3%, and GAAP diluted EPS of $1.24 versus $0.88, and issued fiscal 2027 guidance that excludes the pending MicroAge deal.
Purchase price is $220.5 million in cash at closing, with $3 million in escrow for purchase price adjustments and $6.8 million for indemnification claims.
Q4 fiscal 2026 (quarter ended June 30, 2026): net sales $953.1 million, up 17.3%; GAAP diluted EPS $1.24 versus $0.88 a year earlier.
Fiscal 2026 GAAP net income was $78.9 million, or $3.64 per diluted share, versus $3.00; cash was $88.4 million and total debt was $101.4 million at June 30, 2026.
Fiscal 2027 outlook (excluding MicroAge): net sales growth of 6% to 10%, adjusted EBITDA of $158 million to $165 million, and free cash flow of at least $85 million.
Peter C. Browning, a ScanSource director since 2014, retired from the Board effective August 12, 2026, and the Board shrank to seven seats. The company said the move was not the result of any disagreement with Mr. Browning. The change is a board composition update rather than an executive or financial event.
Peter C. Browning notified the Board on August 11, 2026, and retired effective August 12, 2026.
Browning served as Lead Independent Director from February 2019 to January 2026.
The Board decreased in size to seven seats following his retirement.
The company said the transition is not the result of any disagreement with Mr. Browning.
ScanSource notified Rachel Hayden, its Senior Executive Vice President and Chief Information Officer, on May 22, 2026 that her role will be eliminated effective June 8, 2026. She is entitled to severance under the company's Executive Severance Plan and is subject to restrictive covenants in that plan, and the filing gives no replacement or financial figures.
Role of Senior Executive Vice President and Chief Information Officer eliminated effective June 8, 2026
Company notified Rachel Hayden on May 22, 2026
Hayden entitled to severance under the Executive Severance Plan, with non-compete and non-solicitation terms
Filing does not state a severance amount or a successor
ScanSource reported fiscal third-quarter 2026 net sales of $766.8 million, up 8.8% year over year, and GAAP diluted EPS of $0.78 versus $0.74. GAAP net income fell 3.1% to $16.9 million, and adjusted EBITDA rose 1.6% to $35.6 million, with its margin down to 4.65% from 4.97%. The company reaffirmed its net sales and adjusted EBITDA outlook for fiscal 2026 and raised its free cash flow outlook to at least $90 million.
Diluted EPS was $0.78 GAAP versus $0.74 a year earlier, and $0.94 non-GAAP versus $0.86, up 9.3%.
GAAP net income was $16.9 million, down 3.1%; adjusted EBITDA was $35.6 million, up 1.6%, with margin of 4.65% versus 4.97%.
Fiscal 2026 outlook reaffirmed: net sales of $3.0 billion to $3.1 billion and adjusted EBITDA of $140 million to $150 million.
Free cash flow outlook raised to at least $90 million from at least $80 million; share repurchases totaled $71.4 million in the first nine months of fiscal 2026.
ScanSource said Michael Webb will join on March 16, 2026 as Senior Executive Vice President and Chief Human Resources Officer. Alexandre Conde, the current Chief People Officer, will move to the role of Senior Executive Vice President, Strategy, effective the same date. The filing is an internal leadership change and does not include financial results or guidance.
Michael Webb hired March 6, 2026; starts March 16, 2026 as Senior EVP, Chief Human Resources Officer
Alexandre Conde changes role effective March 16, 2026, moving from Chief People Officer to Senior EVP, Strategy
Filing signed March 12, 2026 by President and CEO Michael L. Baur
ScanSource reported second-quarter fiscal 2026 net sales of $766.5 million, up 2.5% year over year, and GAAP diluted EPS of $0.75, up from $0.70, while non-GAAP diluted EPS fell to $0.80 from $0.85. The company replaced its prior fiscal 2026 outlook with lower net sales of $3.0 billion to $3.1 billion and lower adjusted EBITDA of $140 million to $150 million, so shareholders face a weaker full-year forecast despite higher quarterly sales.
Q2 net sales were $766.5 million, up 2.5%; adjusted EBITDA was $31.2 million, down 11.6%.
GAAP diluted EPS was $0.75 versus $0.70; non-GAAP diluted EPS was $0.80 versus $0.85.
FY26 net sales outlook cut to $3.0 billion to $3.1 billion from $3.1 billion to $3.3 billion.
FY26 adjusted EBITDA outlook cut to $140 million to $150 million from $150 million to $160 million; free cash flow outlook unchanged at at least $80 million.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every ScanSource filing is on SEC EDGAR ↗. 8-K briefs of other companies →