ScanSource is expected to report consensus revenue of $848.55 million and an EPS of $1.12, with the stock currently trading at $56.50 against an average analyst target of $64.50.
Investors are primarily focused on the integration of the MicroAge acquisition, a $220.5 million cash deal completed in September 2026, and its immediate contribution to profit margins.
Recent performance has been strong, characterized by a 17.3% revenue surge in the preceding quarter that significantly outpaced market expectations. Analysts are now looking for evidence that the company's shift toward higher-margin recurring revenue can sustain this momentum despite historical volatility in the Intelisys segment.