ScanSource Q1 FY2027 profit falls 56.3% to $8.7M

The FY2027 outlook includes MicroAge, and ScanSource reported operating cash use of $42.3 million, primarily reflecting working-capital investments.

Available on EDGAR 11/05/2026 - 08:31 AM EST Accepted by SEC EDGAR 11/05/2026 - 08:30 AM EST Learn about SEC filing dates

Rhea-AI Filing Summary

ScanSource, Inc. reported first-quarter fiscal 2027 net sales of $962.3 million, up 30.1% year over year, and gross profit of $116.9 million, up 8.8%. Gross margin was 12.2%, versus 14.5% a year earlier. GAAP net income fell to $8.7 million from $19.9 million, and diluted EPS was $0.42 versus $0.89; adjusted EBITDA declined to $31.3 million from $38.6 million. Higher bad debt expense of approximately $4.5 million reduced diluted EPS by approximately $0.16.

ScanSource completed its MicroAge acquisition on September 1, 2026. MicroAge serves a diversified U.S. base of approximately 2,400 clients, has more than 200 employees and is included in Intelisys & Solution Services. For FY2027, ScanSource raised its outlook to net sales of $3.8 billion to $4.0 billion and adjusted EBITDA of $175 million to $185 million; free cash flow is expected to be at least $85 million. In the quarter, ScanSource used $42.3 million of operating cash flow and $44.1 million of free cash flow, primarily reflecting working capital investments to support growth.

1 point · 0 major

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0 major · 3 points

How the balance works

Positive

• Moderate pointNet sales rose 30.1% to $962.3 million; gross profit rose 8.8%.

Negative

• Moderate pointGAAP net income fell 56.3% to $8.7 million year over year.
• Moderate pointAdjusted EBITDA declined 18.9% to $31.3 million year over year.
• Moderate pointOperating cash flow was $(42.3) million, versus $23.2 million provided a year earlier.

Filing Explained

At September 30, 2026, ScanSource reported $286,504 thousand in net debt, with $332,370 thousand of debt and $45,866 thousand of cash.

In its first-quarter results, ScanSource reported $332,370 thousand of debt, $45,866 thousand of cash, and $286,504 thousand of net debt at September 30, 2026, versus $101,413 thousand of debt and $88,374 thousand of cash at June 30, 2026.

The company defines net debt as total balance-sheet debt less cash and cash equivalents; it also lists $231,948 thousand in revolving-credit borrowings at quarter-end and $217,772 thousand paid for business acquisitions, net of cash acquired, during the quarter.

On its defined non-GAAP basis, which excludes acquisition sales and currency effects, ScanSource reported 26.8% year-over-year sales growth.

The updated fiscal 2027 adjusted EBITDA outlook is $175 million to $185 million, replacing prior guidance of $158 million to $165 million.

8-K Event Classification

2 items: 2.02, 9.01

2 items

Item 2.02 Results of Operations and Financial Condition Financial

Disclosure of earnings results, typically an earnings press release or preliminary financials.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, or exhibit attachments filed with this report.

Key Figures

Net sales: $962.3 million Gross profit: $116.9 million GAAP net income: $8.7 million +5 more

8 metrics

Net sales $962.3 million First quarter ended September 30, 2026; up 30.1% year over year

Gross profit $116.9 million First quarter ended September 30, 2026; up 8.8% year over year

GAAP net income $8.7 million First quarter ended September 30, 2026; down 56.3% year over year

GAAP diluted EPS $0.42 per share First quarter ended September 30, 2026; down 52.8% year over year

Adjusted EBITDA $31.3 million First quarter ended September 30, 2026; down 18.9% year over year

Operating cash flow $(42.3) million First quarter ended September 30, 2026

FY2027 net sales outlook $3.8 billion to $4.0 billion Updated annual outlook

FY2027 adjusted EBITDA outlook $175 million to $185 million Updated annual outlook

Key Terms

Adjusted EBITDA, non-GAAP net sales, Free cash flow, Adjusted ROIC, +1 more

5 terms

Adjusted EBITDA financial

"Adjusted EBITDA starts with net income and adds back interest expense"

Adjusted EBITDA is a way companies measure how much money they make from their core operations, like running a business, by removing certain costs or income that aren’t part of regular business activities. It helps investors see how well a company is doing without distractions from unusual expenses or gains, making it easier to compare companies or track performance over time.

non-GAAP net sales financial

"calculate organic growth ("non-GAAP net sales")"

Free cash flow financial

"Free cash flow is defined as net cash provided by operating activities"

Free cash flow is the amount of money a company has left over after paying all its expenses and investing in its business, like buying equipment or updating facilities. It shows how much cash is available to reward shareholders, pay down debt, or save for future growth. This helps investors understand if a company is financially healthy and able to grow.

Adjusted ROIC financial

"Adjusted ROIC is calculated as Adjusted EBITDA over invested capital"

Adjusted ROIC measures how effectively a company turns the money it has invested in its business into profit, but after removing one-time items and accounting tweaks so the result shows the recurring operating performance. Think of it like checking a car’s fuel efficiency after unloading temporary extra weight: it gives investors a clearer view of the business’s true efficiency and helps compare companies or track whether management is improving returns on the capital used to run and grow the business.

Recurring revenue financial

"Recurring revenue represents primarily agency commissions, managed connectivity, SaaS"

Revenue that a company expects to receive on a regular, predictable basis from ongoing sources such as subscriptions, service contracts, or repeat customer purchases. It matters to investors because it provides steadier cash flow and makes future earnings easier to forecast—like a landlord collecting monthly rent instead of one-off sales—supporting higher valuations and lower risk when those payments are reliable and customers tend to stay.

Earnings Snapshot

Net sales: $962.3 million · Guidance included

First quarter of fiscal year 2027 ended September 30, 2026

Net sales $962.3 million +30.1% year over year

Gross profit $116.9 million +8.8% year over year

GAAP net income $8.7 million -56.3% year over year

GAAP diluted EPS $0.42 per share -52.8% year over year

Adjusted EBITDA $31.3 million -18.9% year over year

Guidance

FY2027 net sales of $3.8 billion to $4.0 billion and adjusted EBITDA of $175 million to $185 million; free cash flow of at least $85 million.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What were SCSC's first-quarter FY2027 results?

ScanSource reported net sales of $962.3 million, up 30.1% year over year, and GAAP diluted EPS of $0.42 for the quarter ended September 30, 2026. GAAP net income was $8.7 million, compared with $19.9 million in the prior-year quarter.

What is ScanSource's FY2027 outlook?

ScanSource raised its FY2027 outlook to net sales of $3.8 billion to $4.0 billion and adjusted EBITDA of $175 million to $185 million. Free cash flow is expected to be at least $85 million. The updated outlook replaces previously provided guidance and includes the MicroAge acquisition.

Why did ScanSource's gross margin fall in Q1?

ScanSource attributed the decline primarily to sales mix, reflecting strong hardware demand and a higher mix of lower-margin, large deals. Gross profit margin was 12.2%, compared with 14.5% in the prior-year quarter.

What does MicroAge add to SCSC?

ScanSource described MicroAge as an IT solutions integrator, managed services provider and digital transformation partner. The acquisition adds solution capabilities and expands ScanSource's reach in cloud, cybersecurity, data center and AI.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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0000918965false00009189652026-11-052026-11-05

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

Form 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the

Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): November 5, 2026

 ScanSource, Inc.

(Exact name of registrant as specified in its charter)

SC

00-26926

57-0965380

(State or other jurisdiction of incorporation)

(Commission File Number)

(IRS Employer Identification No.)

6 Logue Court, Greenville, SC 29615

(Address of principal executive offices, including zip code)

864-288-2432

(Registrant’s telephone number, including area code)

Title of Each Class

Trading Symbol

Name of Each Exchange on Which Registered

Common Stock, no par value

SCSC

NASDAQ Global Select Market

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 or Rule 12b-2 of the Securities Exchange Act of 1934.

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.   ☐   

Item 2.02. Results of Operations and Financial Condition

On November 5, 2026, ScanSource, Inc. (the "Company") issued a press release announcing its financial results for its first quarter ended September 30, 2026. A copy of the press release and accompanying Earnings Infographic are attached as Exhibits 99.1 and 99.2 hereto, incorporated herein by reference and also made available through the Company’s website at www.scansource.com. An updated investor presentation will be made available on the Company's website within approximately two weeks.

The information in Item 2.02 of this Report, including the Exhibits 99.1 and 99.2 hereto, is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any other filing under the Securities Act of 1933, as amended (the “Securities Act”), or the Exchange Act.

Item 9.01. Financial Statements and Exhibits

(d) Exhibits

Exhibit Number			Description
99.1			Press release
99.2			Earnings Infographic
104			Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

ScanSource, Inc.

Date:

November 5, 2026

/s/ STEVE JONES

Steve Jones

Senior Executive Vice President and Chief Financial Officer

Exhibit 99.1

FOR IMMEDIATE RELEASE

Contact:
Steve Jones						Mary M. Gentry
Senior EVP, Chief Financial Officer						SVP, Finance and Treasurer
ScanSource, Inc.						ScanSource, Inc.
(864) 286-4302						(864) 286-4892

SCANSOURCE REPORTS FIRST QUARTER RESULTS

Strong Demand Drives Net Sales and Gross Profit Growth in Both Segments

GREENVILLE, SC -- November 5, 2026 -- ScanSource, Inc. (NASDAQ: SCSC), a leading technology distributor uniquely positioned to address complex technologies, today announced financial results for the first quarter ended September 30, 2026.

			First Quarter Summary
			Q1 FY27						Q1 FY26						Change
			(in thousands, except percentages and per share data)
Select reported measures:
Net sales			$	962,294					$	739,650					30.1%
Gross profit			$	116,944					$	107,473					8.8%
Gross profit margin %			12.2		%				14.5		%				-238bp
Operating income			$	12,393					$	25,903					-52.2%
GAAP net income			$	8,691					$	19,878					-56.3%
GAAP diluted EPS			$	0.42					$	0.89					-52.8%
Select Non-GAAP measures*:
Adjusted EBITDA			$	31,298					$	38,590					-18.9%
Adjusted EBITDA margin %			3.25		%				5.22		%				-197bp
Non-GAAP net income			$	17,710					$	23,685					-25.2%
Non-GAAP diluted EPS			$	0.86					$	1.06					-18.9%
Note: Margin % reflects measure as a percentage of sales.
* Represents non-GAAP financial measures. For more information and a reconciliation to the most directly comparable GAAP financial measure, see "Non-GAAP Financial Information" below as well as the accompanying Supplementary Information.

“Top-line demand was strong this quarter, and we grew net sales and gross profit in both segments,” said Mike Baur, Chair and CEO, ScanSource, Inc. “We’re executing our strategy and expanding our total addressable market. In September, we closed the MicroAge acquisition, which enhances our solution capabilities and aligns with our 3-year strategic goals.”

Quarterly Results

Net sales for the first quarter of fiscal year 2027 totaled $962.3 million, an increase of 30.1% year-over-year, or an increase of 26.8% on a non-GAAP basis. Net sales for products and services increased 30.8% year-over-year, and recurring revenue increased 15.7% year-over-year. For Specialty Technology Solutions, first quarter net sales of $917.3 million increased 28.2% year-over-year, driven by broad-based growth in North America. Intelisys & Solution Services net sales for the first quarter increased 85.9% year-over-year to $45.0 million including the MicroAge acquisition, or an increase of 3.2% on a non-GAAP basis reflecting Intelisys business growth.

Gross profit for the first quarter of fiscal year 2027 increased 8.8% year-over-year to $116.9 million, with a gross profit margin of 12.2% versus 14.5% in the prior-year quarter. The gross profit margin declined primarily due to sales mix, reflecting strong hardware demand and a higher mix of lower-margin, large deals. For the first quarter of fiscal year 2027, the percentage of gross profit from recurring revenue totaled 32.8%, compared to 31.7% for the prior-year period.

For the first quarter of fiscal year 2027, operating income decreased to $12.4 million from $25.9 million in the prior-year quarter. First quarter fiscal year 2027 non-GAAP operating income decreased to $23.0 million from $30.9 million in the prior-

1

year quarter. Operating results include approximately $4.5 million of higher bad debt expense, primarily related to specific customer credit exposures in Brazil, which reduced diluted EPS by approximately $0.16.

On a GAAP basis, net income for the first quarter of fiscal year 2027 decreased to $8.7 million, or $0.42 per diluted share, from net income of $19.9 million, or $0.89 per diluted share, for the prior-year quarter. First quarter fiscal year 2027 non-GAAP net income decreased to $17.7 million, or $0.86 per diluted share, from $23.7 million, or $1.06 per diluted share, for the prior-year quarter. On a non-GAAP basis, adjusted EBITDA for the first quarter of fiscal year 2027 decreased to $31.3 million, or 3.25% of net sales, from $38.6 million, or 5.22% of net sales, for the prior-year quarter.

Balance Sheet and Cash Flow

As of September 30, 2026, ScanSource had cash and cash equivalents of $45.9 million and total debt of $332.4 million.

For the first quarter of fiscal year 2027, ScanSource used $42.3 million of operating cash flow and used $44.1 million of free cash flow (non-GAAP), primarily reflecting working capital investments to support strong growth. ScanSource also had share repurchases of $4.8 million for the first quarter of fiscal year 2027.

Acquisition of MicroAge

On September 1, 2026, ScanSource completed the acquisition of MicroAge, a leading IT solutions integrator, managed services provider (MSP), and digital transformation partner, helping businesses design, implement, secure, manage, and optimize their IT environments. The acquisition adds higher-margin technology solutions capabilities and expands ScanSource's reach in strategic growth technologies, including cloud, cybersecurity, data center and AI. MicroAge serves a diversified U.S. base of approximately 2,400 clients and has more than 200 employees. MicroAge is included in the Intelisys & Solution Services segment.

Annual Financial Outlook for Fiscal Year 2027

ScanSource raises its expectations for net sales and adjusted EBITDA for the full fiscal year ended June 30, 2027 to include the acquisition of MicroAge, which closed on September 1, 2026. This update replaces previously provided guidance.

FY27 Annual Outlook

Prior FY27 Annual Outlook

Net sales

$3.8 billion to $4.0 billion

Growth, Y/Y: 6% to 10%

Adjusted EBITDA (non-GAAP)

$175 million to $185 million

$158 million to $165 million

Free cash flow (non-GAAP)

At least $85 million

At least $85 million

Adjusted EBITDA is a non-GAAP measure, which excludes estimates for amortization of intangible assets, depreciation expense, and non-cash shared-based compensation expense. Free cash flow is a non-GAAP measure, which excludes the effect of estimated capital expenditures from estimated operating cash flow. These measures are forward-looking, and actual results may differ materially.

ScanSource believes that a quantitative reconciliation of such forward-looking information to the most directly comparable GAAP financial measures cannot be made without unreasonable efforts, because a reconciliation of these non-GAAP financial measures would require an estimate of future non-operating items such as acquisitions and divestitures, restructuring costs, impairment charges and other unusual or non-recurring items. Neither the timing nor likelihood of these events, nor their probable significance, can be quantified with a reasonable degree of accuracy. Accordingly, a reconciliation of such forward-looking information to the most directly comparable GAAP financial measures is not provided.

Webcast Details and Earnings Infographic

At approximately 8:45 a.m. ET today, an Earnings Infographic, as a supplement to this press release and the earnings conference call, will be available on ScanSource's website, www.scansource.com (Investor Relations section). ScanSource will present additional information about its financial results and business in a conference call today, November 5, 2026, at 10:30 a.m. ET. A webcast of the call will be available for all interested parties and can be accessed at www.scansource.com (Investor Relations section). The webcast will be available for replay for 60 days.

2

Safe Harbor Statement

This press release contains “forward-looking” statements, including ScanSource's FY27 annual outlook, which involve risks and uncertainties, many of which are beyond ScanSource's control. No undue reliance should be placed on such statements, as any number of factors could cause actual results to differ materially from anticipated or forecasted results, including, but not limited to, the following factors, which are neither presented in order of importance nor weighted: macroeconomic conditions, including potential prolonged economic weakness, inflation, tariffs and changes in trade policy, the failure to manage and implement ScanSource's growth strategy, the ability for ScanSource to realize the synergies or other benefits from acquisitions, credit risks involving ScanSource's larger channel sales partners and suppliers, changes in interest and exchange rates and regulatory regimes impacting ScanSource's international operations, including new or increased tariffs, risk to the business from a cyberattack, a failure of IT systems, failure to hire and retain quality employees, loss of ScanSource's major channel sales partners, relationships with key suppliers and channel sales partners or a termination or a modification of the terms under which it operates with these key suppliers and channel sales partners, changes in ScanSource's operating strategy, and other factors set forth in the "Risk Factors" contained in ScanSource's annual report on Form 10-K for the year ended June 30, 2026. Except as may be required by law, ScanSource expressly disclaims any obligation to update these forward-looking statements to reflect events or circumstances after the date of this press release or otherwise.

Non-GAAP Financial Information

In addition to disclosing results that are determined in accordance with United States Generally Accepted Accounting Principles ("GAAP"), ScanSource also discloses certain non-GAAP financial measures, which are summarized below. Non-GAAP financial measures are used to understand and evaluate performance, including comparisons from period to period. Non-GAAP results exclude items such as amortization of intangible assets related to acquisitions, acquisition and divestiture costs, gain/loss on sale of business, and restructuring costs and include other non-GAAP adjustments.

Net sales on a constant currency basis excluding acquisitions and divestitures to calculate organic growth ("non-GAAP net sales"): ScanSource discloses the percentage change in net sales excluding the translation impact from changes in foreign currency exchange rates between reporting periods and excluding the net sales from acquisitions and divestitures prior to the first full year from the transaction date. This measure enhances the comparability between periods to help analyze underlying trends on an organic basis.

Adjusted earnings before interest expense, income taxes, depreciation, and amortization (“Adjusted EBITDA”): Adjusted EBITDA starts with net income and adds back interest expense, income tax expense, depreciation expense, amortization of intangible assets, change in fair value of contingent consideration, and other non-GAAP adjustments, including acquisition and divestiture costs, restructuring costs, cyberattack restoration costs, tax recovery, and non-cash share-based compensation expense. Since Adjusted EBITDA excludes some non-cash costs of investing in ScanSource’s business and people, management believes that Adjusted EBITDA shows the profitability from the business operations more clearly. The Adjusted EBITDA margin is calculated as Adjusted EBITDA as a percentage of net sales.

Adjusted return on invested capital ("Adjusted ROIC"): Adjusted ROIC assists management in comparing ScanSource's performance over various reporting periods on a consistent basis because it removes from operating results the impact of items that do not reflect core operating performance. Management believes the calculation of Adjusted ROIC provides useful information to investors and is an additional relevant comparison of its performance. Adjusted ROIC is calculated as Adjusted EBITDA over invested capital. Invested capital is defined as average equity plus average daily funded interest-bearing debt for the period. Management believes the calculation of Adjusted ROIC provides useful information to investors and is an additional relevant comparison of ScanSource's performance during the year.

Free cash flow: ScanSource presents free cash flow as it is a measure used by management to measure our business. ScanSource believes this measure provides more information regarding liquidity and capital resources. Free cash flow is defined as net cash provided by operating activities less capital expenditures.

Net debt: Net debt includes total balance sheet debt less cash and cash equivalents. ScanSource believes this measure is useful in assessing its borrowing capacity.

Additional Non-GAAP Metrics: To evaluate current period performance on a more consistent basis with prior periods, ScanSource discloses non-GAAP SG&A expenses, non-GAAP operating income, non-GAAP pre-tax income, non-GAAP net income, and non-GAAP diluted earnings per share (non-GAAP diluted EPS). These non-GAAP results exclude amortization of intangible assets related to acquisitions, change in fair value of contingent consideration, acquisition and divestiture costs, restructuring costs, and other non-GAAP adjustments. These metrics include the translation impact of changes in foreign

3

currency exchange rates. Non-GAAP metrics are useful in assessing and understanding ScanSource's performance especially when comparing results with previous periods or forecasting performance for future periods.

These non-GAAP financial measures have limitations as analytical tools, and the non-GAAP financial measures that ScanSource reports may not be comparable to similarly titled amounts reported by other companies. Analysis of results and outlook on a non-GAAP basis should be considered in addition to, and not in substitution for or as superior to, measurements of financial performance prepared in accordance with GAAP. A reconciliation of ScanSource's non-GAAP financial information to GAAP is set forth in the Supplementary Information (Unaudited) below.

About ScanSource, Inc.

ScanSource, Inc. (NASDAQ: SCSC) is a leading technology distributor uniquely positioned to address complex technologies and to accelerate growth for channel sales partners across hardware, software as a service (SaaS), connectivity, cloud, and services. ScanSource enables channel sales partners to deliver innovative solutions for their end users. ScanSource uses multiple sales models to offer technology solutions from leading suppliers of specialty technologies, connectivity and cloud services. Founded in 1992 and headquartered in Greenville, South Carolina, ScanSource was named one of the Best Places to Work in South Carolina and on the Fortune World’s Most Admired Companies list. ScanSource ranks #923 on the Fortune 1000. For more information, visit www.scansource.com.

4

SCANSOURCE REPORTS FIRST QUARTER RESULTS

ScanSource, Inc. and Subsidiaries
Condensed Consolidated Balance Sheets (Unaudited)
(in thousands, except share data)
			September 30, 2026						June 30, 2026 *
Assets
Current assets:
Cash and cash equivalents			$	45,866					$	88,374
Accounts receivable, less allowance of $33,401 at September 30, 2026 and $26,568 at June 30, 2026			815,297						769,750
Inventories			547,834						522,350
Prepaid income tax expense			9,745						10,704
Prepaid expenses and other current assets			125,419						116,816
Total current assets			1,544,161						1,507,994
Property and equipment, net			34,959						34,856
Goodwill			343,884						244,902
Identifiable intangible assets, net			237,029						64,391
Deferred income taxes			3,220						10,590
Other non-current assets			69,822						69,696
Total assets			$	2,233,075					$	1,932,429
Liabilities and Shareholders’ Equity
Current liabilities:
Accounts payable			$	774,677					$	753,275
Accrued expenses and other current liabilities			91,250						86,538
Current portion of contingent consideration			13,769						15,988
Income taxes payable			480						474
Current portion of long-term debt			2,871						2,866
Total current liabilities			883,047						859,141
Deferred income taxes			39,164						—
Long-term debt, net of current portion			97,551						98,547
Borrowings under revolving credit facility			231,948						—
Long-term portion of contingent consideration			10,451						12,162
Other long-term liabilities			55,259						51,787
Total liabilities			1,317,420						1,021,637
Commitments and contingencies
Shareholders’ equity:
Preferred stock, no par value; 3,000,000 shares authorized, none issued			—						—
Common stock, no par value; 45,000,000 shares authorized, 20,357,128 and 20,161,911 shares issued and outstanding at September 30, 2026 and June 30, 2026, respectively			—						—
Retained earnings			1,022,966						1,018,144
Accumulated other comprehensive loss			(107,311)						(107,352)
Total shareholders’ equity			915,655						910,792
Total liabilities and shareholders’ equity			$	2,233,075					$	1,932,429
*Derived from audited financial statements.

5

SCANSOURCE REPORTS FIRST QUARTER RESULTS

ScanSource, Inc. and Subsidiaries
Condensed Consolidated Income Statements (Unaudited)
(in thousands, except per share data)
			Quarter ended September 30,
			2026						2025
Net sales			$	962,294					$	739,650
Cost of goods sold			845,350						632,177
Gross profit			116,944						107,473
Selling, general and administrative expenses			96,509						75,275
Depreciation expense			1,874						1,577
Intangible amortization expense			4,662						4,404
Restructuring and other charges			1,653						—
Change in fair value of contingent consideration			(147)						314
Operating income			12,393						25,903
Interest expense			3,091						1,914
Interest income			(2,664)						(3,180)
Other expense (income), net			47						173
Income before income taxes			11,919						26,996
Provision for income taxes			3,228						7,118
Net income			$	8,691					$	19,878
Per share data:
Net income per common share, basic			$	0.43					$	0.90
Weighted-average shares outstanding, basic			20,215						22,018
Net income per common share, diluted			$	0.42					$	0.89
Weighted-average shares outstanding, diluted			20,685						22,405
*Derived from audited financial statements.

6

SCANSOURCE REPORTS FIRST QUARTER RESULTS

ScanSource, Inc. and Subsidiaries
Condensed Consolidated Statements of Cash Flows (Unaudited)
(in thousands)
			Quarter Ended September 30,
			2026						2025
Cash flows from operating activities:
Net income			$	8,691					$	19,878
Adjustments to reconcile net income to net cash provided by operating activities:
Depreciation and amortization			6,734						6,200
Amortization of debt issue costs			90						96
Provision for doubtful accounts			6,395						1,928
Share-based compensation			3,659						2,876
Deferred income taxes			(2,627)						2,079
Change in fair value of contingent consideration			(147)						314
Finance lease interest			5						15
Changes in operating assets and liabilities, net of acquisitions:
Accounts receivable			(8,006)						79,010
Inventories			(25,614)						(20,574)
Prepaid expenses and other assets			(5,788)						5,262
Other non-current assets			7,576						552
Accounts payable			(17,732)						(70,297)
Accrued expenses and other liabilities			(15,548)						(3,758)
Income taxes payable			8						(370)
Net cash (used in) provided by operating activities			(42,304)						23,211
Cash flows from investing activities:
Capital expenditures			(1,842)						(2,395)
Cash paid for business acquisitions, net of cash acquired			(217,772)						—
Net cash used in investing activities			(219,614)						(2,395)
Cash flows from financing activities:
Borrowings on revolving credit			749,488						49,210
Repayments on revolving credit			(517,540)						(49,210)
Repayments on long-term debt			(991)						(2,236)
Repayments on finance lease obligation			(216)						(271)
Contingent consideration payments			(3,783)						(1,375)
Exercise of stock options			3,061						4,834
Taxes paid on settlement of equity awards			(5,768)						(2,617)
Common stock repurchased			(4,795)						(21,285)
Net cash provided by (used in) financing activities			219,456						(22,950)
Effect of exchange rate changes on cash and cash equivalents			(46)						901
Decrease in cash and cash equivalents			(42,508)						(1,233)
Cash and cash equivalents at beginning of period			88,374						126,157
Cash and cash equivalents at period end			$	45,866					$	124,924
*Derived from audited financial statements.

7

SCANSOURCE REPORTS FIRST QUARTER RESULTS

ScanSource, Inc. and Subsidiaries
Supplementary Information (Unaudited)
(in thousands, except percentages)
Non-GAAP Financial Information:
			Quarter ended September 30,
			2026						2025
Reconciliation of Net Income to Adjusted EBITDA:
Net income (GAAP)			$	8,691					$	19,878
Plus: Interest expense			3,091						1,914
Plus: Income taxes			3,228						7,118
Plus: Depreciation and amortization			6,734						6,200
EBITDA (non-GAAP)			21,744						35,110
Plus: Change in fair value of contingent consideration			(147)						314
Plus: Share-based compensation			3,659						2,876
Plus: Acquisition costs (a)			4,389						261
Plus: Cyberattack restoration costs			—						29
Plus: Restructuring costs			1,653						—
Adjusted EBITDA (numerator for Adjusted ROIC) (non-GAAP)			$	31,298					$	38,590
Invested Capital Calculations:
Equity – beginning of the period			$	910,792					$	906,409
Equity – end of the period			915,655						914,032
Plus: Change in fair value of contingent consideration, net			(110)						236
Plus: Share-based compensation, net			2,739						2,152
Plus: Acquisition costs (a)			4,389						261
Plus: Cyberattack restoration costs, net			—						21
Plus: Restructuring costs, net			1,241						—
Average equity			917,353						911,556
Average funded debt (b)			242,334						137,113
Invested capital (denominator for Adjusted ROIC) (non-GAAP)			$	1,159,687					$	1,048,669
Adjusted return on invested capital ratio (Adjusted ROIC), annualized (c)			10.7		%				14.6		%
(a) Acquisition costs are generally non-deductible for tax purposes.
(b) Average funded debt is calculated as the average daily amounts outstanding on short-term and long-term interest-bearing debt.
(c) The annualized adjusted EBITDA amount is divided by days in the quarter times 365 days per year, or 366 days for leap year. There were 92 days each in the current quarter and prior-year quarter.

8

SCANSOURCE REPORTS FIRST QUARTER RESULTS

ScanSource, Inc. and Subsidiaries
Supplementary Information (Unaudited)
Net Sales by Segment:
			Quarter ended September 30,
			2026						2025						% Change
Specialty Technology Solutions:			(in thousands)
Net sales, reported			$	917,299					$	715,447					28.2		%
Foreign exchange impact (a)			(2,650)						—
Less: Acquisitions			(2,119)						—
Non-GAAP net sales			$	912,530					$	715,447					27.5		%
Intelisys & Solution Services:
Net sales, reported			$	44,995					$	24,203					85.9		%
Less: Acquisitions			(20,006)						—
Non-GAAP net sales			$	24,989					$	24,203					3.2		%
Consolidated:
Net sales, reported			$	962,294					$	739,650					30.1		%
Foreign exchange impact (a)			(2,650)						—
Less: Acquisitions			(22,125)						—
Non-GAAP net sales			$	937,519					$	739,650					26.8		%
(a) Year-over-year net sales growth rate excluding the translation impact of changes in foreign currency exchange rates. Calculated by translating the net sales for the quarter ended September 30, 2026 into U.S. dollars using the average foreign exchange rates for the quarter ended September 30, 2025.

Net Sales by Revenue Type:
						Quarter ended September 30,
						2026						2025						% Change
						(in thousands)
Net sales by category:
Products and services						$	919,854					$	702,984					30.8		%
Recurring revenue(a)						42,440						36,666						15.7		%
						$	962,294					$	739,650					30.1		%
(a) Recurring revenue represents primarily agency commissions, managed connectivity, SaaS, subscriptions, managed services, and hardware rentals.

9

SCANSOURCE REPORTS FIRST QUARTER RESULTS

ScanSource, Inc. and Subsidiaries
Supplementary Information (Unaudited)
Net Sales by Geography:
			Quarter ended September 30,
			2026						2025						% Change
United States & Canada:			(in thousands)
Net sales, reported (a)			$	913,975					$	682,217					34.0		%
Less: Acquisitions			(22,125)						—
Non-GAAP net sales			$	891,850					$	682,217					30.7		%
Brazil:
Net sales, reported (b)			$	48,319					$	57,433					(15.9)		%
Foreign exchange impact (c)			(2,650)						—
Non-GAAP net sales			$	45,669					$	57,433					(20.5)		%
Consolidated:
Net sales, reported			$	962,294					$	739,650					30.1		%
Foreign exchange impact (c)			(2,650)						—
Less: Acquisitions			(22,125)						—
Non-GAAP net sales			$	937,519					$	739,650					26.8		%
(a) Net sales in Canada are supported by U.S. operations and represent less than 5% of United States net sales for the quarters ended September 30, 2026 and 2025.
(b) Includes net sales from outside of the United States, Canada and Brazil, which represent less than 0.1% of Brazil net sales for the quarters ended September 30, 2026 and 2025.
(c) Year-over-year net sales growth rate excluding the translation impact of changes in foreign currency exchange rates. Calculated by translating the net sales for the quarter ended September 30, 2026 into U.S. dollars using the average foreign exchange rates for the quarter ended September 30, 2025.

Free Cash Flow:
			Quarter ended September 30,
			2026						2025
GAAP operating cash flow			$	(42,304)					$	23,211
Less: Capital expenditures			(1,842)						(2,395)
Free cash flow (non-GAAP)			$	(44,146)					$	20,816

10

SCANSOURCE REPORTS FIRST QUARTER RESULTS

ScanSource, Inc. and Subsidiaries
Supplementary Information (Unaudited)
(in thousands, except per share data)
Reconciliation of Other Non-GAAP Financial Information:
			Quarter ended September 30, 2026
						GAAP Measure						Intangible amortization expense						Change in fair value of contingent consideration						Acquisition costs (a)						Restructuring costs												Cyberattack restoration costs																		Non-GAAP measure
			(in thousands, except per share data)
SG&A expenses						$	96,509					$	—					$	—					$	(4,389)					$	—											$	—																	$	92,120
Operating income						12,393						4,662						(147)						4,389						1,653												—																		22,950
Pre-tax income						11,919						4,662						(147)						4,389						1,653												—																		22,476
Net income						8,691						3,499						(110)						4,389						1,241												—																		17,710
Diluted EPS						$	0.42					$	0.17					$	(0.01)					$	0.21					$	0.06											$	—																	$	0.86
			Quarter ended September 30, 2025
						GAAP Measure						Intangible amortization expense						Change in fair value of contingent consideration						Acquisition costs (a)						Restructuring costs												Cyberattack restoration costs																		Non-GAAP measure
			(in thousands, except per share data)
SG&A expense						$	75,275					$	—					$	—					$	(261)					$	—											$	(29)																	$	74,985
Operating income						25,903						4,404						314						261						—												29																		30,911
Pre-tax income						26,996						4,404						314						261						—												29																		32,004
Net income						19,878						3,289						236						261						—												21																		23,685
Diluted EPS						$	0.89					$	0.15					$	0.01					$	0.01					$	—											$	—																	$	1.06

(a) Acquisition costs are generally nondeductible for tax purposes.

11

Fiscal First Quarter 2027 Earnings Key Highlights © ScanSource 2026 Consolidated Top-line demand was strong this quarter, and we grew net sales and gross profits in both segments. We’re executing our strategy and expanding our total addressable market. In September, we closed the MicroAge acquisition, which enhances our solution capabilities and aligns with our 3-year strategic goals.” Mike Baur Chair and CEO, ScanSource, Inc. Strong Top-Line Demand, Raising Outlook to Include MicroAge Q1 Large Deals Drive a Lower-Margin Mix Executing Capital Allocation: Acquisitions and Share Repurchases Net Sales and Gross Profit Growth in Both Segments Specialty Technology Solutions Segment Intelisys & Solution Services Segment Net Sales +30% Y/Y $962M Gross Profit +9% Y/Y $117M, 12.2% margin STS, Net Sales +28% Y/Y $917M STS, Gross Profit +3% Y/Y $87M, 9.4% margin I&SS, Net Sales +86% Y/Y $45M I&SS, Gross Profit +29% Y/Y $30M, 67.4% margin Exhibit 99.2

* Non-GAAP measure For further financial data, non-GAAP financial disclosures and cautionary language regarding forward-looking statements, please refer to the following pages and ScanSource’s first quarter fiscal year 2027 news release issued on November 5, 2026, which accompanies this presentation and is available at www.scansource.com in the Investor Relations section [click here]. First Quarter Operating Metrics Operating results included $4.5M of higher bad debt expense, primarily in Brazil ($0.16 diluted EPS reduction) 3-Year Strategic Goals Fiscal Year 2027 Annual Outlook Updated November 5, 2026 to include the acquisition of MicroAge, which closed on September 1, 2026 © ScanSource 2026 2 Net Sales $3.8 billion to $4.0 billion Adjusted EBITDA* $175 million to $185 million Free Cash Flow* At least $85 million Gross Profit Growth CAGR Recurring Revenue GP as % Gross Profit Adjusted EBITDA Margin* Free Cash Flow Conversion as % Non-GAAP Net Income* Adjusted ROIC* 5%-7% Build to 50% ~6% Consistent 80%+ annual basis Mid-Teens $0.42 per share GAAP Diluted EPS -53% Y/Y $31.3M, -19% Y/Y Adjusted EBITDA* 3.25% Adjusted EBITDA Margin * -$42M QTR Operating Cash Flow -$44M QTR Free Cash Flow* $0.86 per share Non-GAAP Diluted EPS* -19% Y/Y 2.0x Net Debt* to TTM Adjusted EBITDA* 10.7% Adjusted ROIC* $5M in share repurchases

Forward-Looking Statements This Earnings Infographic and supporting materials contain “forward-looking” statements, including ScanSource's FY27 annual outlook and mid-term goals, which involve risks and uncertainties, many of which are beyond ScanSource’s control. No undue reliance should be placed on such statements, as any number of factors could cause actual results to differ materially from anticipated or forecasted results, including, but not limited to, the following factors, which are neither presented in order of importance nor weighted: macroeconomic conditions, including potential prolonged economic weakness, inflation, tariffs and changes in trade policy, the failure to manage and implement ScanSource's growth strategy, the ability for ScanSource to realize the synergies or other benefits from acquisitions, credit risks involving ScanSource's larger channel sales partners and suppliers, changes in interest and exchange rates and regulatory regimes impacting ScanSource's international operations, including new or increased tariffs, risk to the business from a cyberattack, a failure of IT systems, failure to hire and retain quality employees, loss of ScanSource's major channel sales partners, relationships with key suppliers and channel sales partners or a termination or a modification of the terms under which it operates with these key suppliers and channel sales partners, changes in ScanSource's operating strategy, and other factors set forth in the "Risk Factors" contained in ScanSource's annual report on Form 10-K for the year ended June 30, 2026, and subsequent reports on Form 10-Q, filed with the Securities and Exchange Commission. Except as may be required by law, ScanSource expressly disclaims any obligation to update these forward-looking statements to reflect events or circumstances after the date of this Earnings Infographic or otherwise. Non-GAAP Financial Information In addition to disclosing results that are determined in accordance with United States Generally Accepted Accounting Principles (“GAAP”), ScanSource also discloses certain non-GAAP measures, including non-GAAP SG&A expenses, non-GAAP operating income, non-GAAP operating income margin, non-GAAP pre-tax income, non-GAAP net income, non-GAAP diluted EPS, adjusted EBITDA, adjusted EBITDA margin, net debt, adjusted ROIC, free cash flow and net sales in constant currency excluding acquisitions (organic growth). A reconciliation of the Company's non-GAAP financial information to GAAP financial information is provided in the following supporting materials and in the Company’s Form 8-K, filed with the SEC, with the quarterly earnings press release for the period indicated. Please see the “Non-GAAP Financial Information” section in the quarterly earnings press release for additional description of ScanSource’s non-GAAP measures. ScanSource discloses forward-looking information that is not presented in accordance with GAAP with respect to adjusted EBITDA, adjusted EBITDA margin, adjusted ROIC, and free cash flow. ScanSource believes that a quantitative reconciliation of such forward-looking information to the most directly comparable GAAP financial measure cannot be made without unreasonable efforts, because a reconciliation of these non-GAAP financial measures would require an estimate of future non-operating items such as acquisitions and divestitures, restructuring costs, impairment charges and other unusual or non-recurring items. Neither the timing nor likelihood of these events, nor their probable significance, can be quantified with a reasonable degree of accuracy. Accordingly, a reconciliation of such forward- looking information to the most directly comparable GAAP financial measure is not provided. 3

Consolidated, 5-Quarter Financial Summary ($ in thousands, except per share data) Q1 FY27 Q4 FY26 Q3 FY26 Q2 FY26 Q1 FY26 Q/Q Y/Y Select reported GAAP measures: Net sales $ 962,294 $ 953,109 $ 766,790 $ 766,512 $ 739,650 1% 30% Gross profit $ 116,944 $ 119,849 $ 107,124 $ 102,910 $ 107,473 (2)% 9% Gross profit margin % 12.2 % 12.6 % 14.0 % 13.4 % 14.5 % (42) bp (238) bp SG&A expenses $ 96,509 $ 81,722 $ 78,066 $ 78,114 $ 75,275 18% 28% Operating income $ 12,393 $ 31,737 $ 23,120 $ 17,868 $ 25,903 (61)% (52)% Operating income margin % 1.29 % 3.33 % 3.02 % 2.33 % 3.50 % (204) bp (221) bp Net income $ 8,691 $ 25,618 $ 16,885 $ 16,493 $ 19,878 (66)% (56)% Diluted EPS $ 0.42 $ 1.24 $ 0.78 $ 0.75 $ 0.89 (66)% (53)% Select reported non-GAAP measures: Non-GAAP operating income $ 22,950 $ 37,858 $ 27,719 $ 23,219 $ 30,911 (39)% (26)% Non-GAAP operating income margin % 2.38 % 3.97 % 3.61 % 3.03 % 4.18 % (159) bp (179) bp Non-GAAP net income $ 17,710 $ 30,280 $ 20,372 $ 17,611 $ 23,685 (42)% (25)% Non-GAAP diluted EPS $ 0.86 $ 1.46 $ 0.94 $ 0.80 $ 1.06 (41)% (19)% Adjusted EBITDA (non-GAAP) $ 31,298 $ 46,148 $ 35,621 $ 31,193 $ 38,590 (32)% (19)% Adjusted EBITDA margin % (non-GAAP) 3.25 % 4.84 % 4.65 % 4.07 % 5.22 % (159) bp (197) bp Adjusted ROIC (non-GAAP) 10.7 % 18.2 % 14.3 % 11.9 % 14.6 % (750) bp (390) bp Operating cash flow (QTR) $ (42,304) $ (2,272) $ 71,353 $ 30,838 $ 23,211 Less: Capital expenditures (QTR) $ (1,842) $ (2,517) $ (2,399) $ (1,975) $ (2,395) Free cash flow (QTR) (Non-GAAP) $ (44,146) $ (4,789) $ 68,954 $ 28,863 $ 20,816 Operating cash flow (TTM) $ 57,615 $ 123,130 $ 133,046 $ 127,751 $ 90,723 Less: Capital expenditures (TTM) $ (8,733) $ (9,286) $ (9,286) $ (8,307) $ (8,306) Free cash flow (TTM) (Non-GAAP) $ 48,882 $ 113,844 $ 123,760 $ 119,444 $ 82,417 Note: Margin % reflects measure as a percentage of net sales. ScanSource, Inc. Earnings Infographic Q1 FY2027 SUPPORTING MATERIALS AND RECONCILIATIONS FOR NON-GAAP FINANCIAL INFORMATION scansource.com 4 November 5, 2026

Specialty Technology Solutions, 5-Quarter Financial Summary ($ in thousands) Q1 FY27 Q4 FY26 Q3 FY26 Q2 FY26 Q1 FY26 Q/Q Y/Y Net sales $ 917,299 $ 927,179 $ 740,765 $ 741,540 $ 715,447 (1)% 28% Gross profit $ 86,600 $ 94,093 $ 81,421 $ 78,228 $ 83,903 (8)% 3% Gross profit margin % 9.4 % 10.1 % 11.0 % 10.5 % 11.7 % (71) bp (229) bp GAAP operating income $ 10,170 $ 27,604 $ 15,133 $ 11,001 $ 20,375 (63)% (50)% GAAP operating income margin % 1.11 % 2.98 % 2.04 % 1.48 % 2.85 % (187) bp (174) bp Add: Intangible amortization expense $ 1,843 $ 1,843 $ 1,812 $ 2,097 $ 2,216 Add: Change in fair value $ 473 $ (440) $ 410 $ 1,128 $ 145 Add: Tax recovery(a) $ — $ — $ — $ (789) $ — Non-GAAP operating income $ 12,486 $ 29,007 $ 17,355 $ 13,437 $ 22,736 (57)% (45)% Non-GAAP operating income margin % 1.36 % 3.13 % 2.34 % 1.81 % 3.18 % (177) bp (182) bp Reconciliation of Operating Income to Adjusted EBITDA GAAP operating income $ 10,170 $ 27,604 $ 15,133 $ 11,001 $ 20,375 (63)% (50)% Plus: Depreciation expense 1,761 1,695 1,658 1,606 1,753 Intangible amortization expense 1,843 1,843 1,812 2,097 2,216 Interest income 2,444 3,077 2,246 3,132 2,926 Other income/(expense), net (46) (308) (223) (650) (186) EBITDA (non-GAAP) 16,172 33,911 20,626 17,186 27,084 (52)% (40)% Adjustments: Share-based compensation expense 3,346 3,240 3,641 3,347 2,551 3% 31% Change in fair value 473 (440) 410 1,128 145 Tax recovery(a) — — — (789) — Adjusted EBITDA (non-GAAP) $ 19,991 $ 36,711 $ 24,677 $ 20,872 $ 29,780 (46)% (33)% Adjusted EBITDA margin % (non-GAAP) 2.18 % 3.96 % 3.33 % 2.81 % 4.16 % (178) bp (198) bp (a) Recovery of prior period indirect taxes in Brazil ScanSource, Inc. Earnings Infographic Q1 FY2027 SUPPORTING MATERIALS AND RECONCILIATIONS FOR NON-GAAP FINANCIAL INFORMATION scansource.com 5 November 5, 2026

Intelisys & Solution Services, 5-Quarter Financial Summary ($ in thousands) Q1 FY27 Q4 FY26 Q3 FY26 Q2 FY26 Q1 FY26 Q/Q Y/Y Net sales $ 44,995 $ 25,930 $ 26,025 $ 24,972 $ 24,203 74% 86% Gross profit $ 30,344 $ 25,756 $ 25,703 $ 24,682 $ 23,570 18% 29% Gross profit margin % 67.4 % 99.3 % 98.8 % 98.8 % 97.4 % (3190) bp (3000) bp GAAP operating income $ 8,265 $ 7,106 $ 8,145 $ 7,513 $ 5,818 16% 42% GAAP operating income margin % 18.37 % 27.40 % 31.30 % 30.09 % 24.04 % (903) bp (567) bp Add: Intangible amortization expense $ 2,819 $ 2,188 $ 2,188 $ 2,188 $ 2,188 Add: Change in fair value $ (620) $ (450) $ 30 $ 81 $ 169 Non-GAAP operating income $ 10,464 $ 8,844 $ 10,363 $ 9,782 $ 8,175 18% 28% Non-GAAP operating income margin % 23.26 % 34.11 % 39.82 % 39.17 % 33.78 % (1085) bp (1052) bp Reconciliation of Operating Income to Adjusted EBITDA GAAP operating income $ 8,265 $ 7,106 $ 8,145 $ 7,513 $ 5,818 16% 42% Plus: Depreciation expense 310 56 55 47 42 Intangible amortization expense 2,819 2,188 2,188 2,188 2,188 Interest income 220 193 206 231 255 Other income/(expense), net — 12 6 (51) 13 EBITDA (non-GAAP) 11,614 9,555 10,600 9,928 8,316 22% 40% Adjustments: Share-based compensation expense 313 332 314 312 325 Change in fair value (620) (450) 30 81 169 Adjusted EBITDA (non-GAAP) $ 11,307 $ 9,437 $ 10,944 $ 10,321 $ 8,810 20% 28% Adjusted EBITDA margin % (non-GAAP) 25.13 % 36.39 % 42.05 % 41.33 % 36.40 % (1127) bp (1127) bp ScanSource, Inc. Earnings Infographic Q1 FY2027 SUPPORTING MATERIALS AND RECONCILIATIONS FOR NON-GAAP FINANCIAL INFORMATION scansource.com 6 November 5, 2026

($ in thousands) Net Sales by Segment: Q1 FY27 Q1 FY26 % Change Specialty Technology Solutions: Net sales, as reported $ 917,299 $ 715,447 28.2 % Foreign exchange impact (a) (2,650) — Less: Acquisitions (2,119) — Non-GAAP net sales $ 912,530 $ 715,447 27.5 % Intelisys & Solution Services: Net sales, as reported $ 44,995 $ 24,203 85.9 % Less: Acquisitions (20,006) — Non-GAAP net sales $ 24,989 $ 24,203 3.2 % Consolidated: Net sales, as reported $ 962,294 $ 739,650 30.1 % Foreign exchange impact (a) (2,650) — Less: Acquisitions (22,125) — Non-GAAP net sales $ 937,519 $ 739,650 26.8 % Net Sales by Geography: Q1 FY27 Q1 FY26 % Change United States & Canada: Net sales, as reported (b) $ 913,975 $ 682,217 34.0 % Less: Acquisitions (22,125) — Non-GAAP net sales $ 891,850 $ 682,217 30.7 % Brazil: Net sales, as reported (c) $ 48,319 $ 57,433 (15.9) % Foreign exchange impact (a) (2,650) — Non-GAAP net sales $ 45,669 $ 57,433 (20.5) % Consolidated: Net sales, as reported $ 962,294 $ 739,650 30.1 % Foreign exchange impact (a) (2,650) — Less: Acquisitions (22,125) — Non-GAAP net sales $ 937,519 $ 739,650 26.8 % (a) Year-over-year sales growth excluding the translation impact of changes in foreign currency rates. Calculated by translating net sales for the quarter ended September 30, 2026 into U.S. dollars using the weighted-average foreign exchange rates for the quarter ended September 30, 2025. (b) Net sales in Canada are supported by U.S. operations and represent less than 5% of United States net sales for the quarters ended September 30, 2026 and 2025. (c) Includes net sales from outside of the United States, Canada and Brazil, which represent less than 0.1% of Brazil net sales for the quarters ended September 30, 2026 and 2025. ScanSource, Inc. Earnings Infographic Q1 FY2027 SUPPORTING MATERIALS AND RECONCILIATIONS FOR NON-GAAP FINANCIAL INFORMATION scansource.com 7 November 5, 2026

Recurring Revenue Gross Profit as a % of Gross Profit - QTR ($ in thousands) Q1 FY27 Q4 FY26 Q3 FY26 Q2 FY26 Q1 FY26 Q/Q Y/Y Net sales by category: Products and services $ 919,854 $ 911,568 $ 725,739 $ 724,489 $ 702,984 0.9 % 30.8 % Recurring revenue (a) 42,440 41,541 41,051 42,023 36,666 2.2 % 15.7 % Consolidated $ 962,294 $ 953,109 $ 766,790 $ 766,512 $ 739,650 1.0 % 30.1 % Recurring revenue by segment: Specialty Technology Solutions $ 16,142 $ 16,600 $ 16,018 $ 18,152 $ 13,816 (2.8) % 16.8 % Intelisys & Solution Services 26,298 24,941 25,033 23,871 22,850 5.4 % 15.1 % Consolidated $ 42,440 $ 41,541 $ 41,051 $ 42,023 $ 36,666 2.2 % 15.7 % Recurring revenue gross profit by segment: Specialty Technology Solutions $ 12,362 $ 12,753 $ 12,146 $ 14,373 $ 11,232 (3.1) % 10.1 % Intelisys & Solution Services 25,985 24,941 25,033 23,871 22,850 4.2 % 13.7 % Consolidated $ 38,347 $ 37,694 $ 37,179 $ 38,244 $ 34,082 1.7 % 12.5 % Gross profit by segment: Specialty Technology Solutions $ 86,600 $ 94,093 $ 81,421 $ 78,228 $ 83,903 (8.0) % 3.2 % Intelisys & Solution Services 30,344 25,756 25,703 24,682 23,570 17.8 % 28.7 % Consolidated $ 116,944 $ 119,849 $ 107,124 $ 102,910 $ 107,473 (2.4) % 8.8 % Recurring revenue gross profit as % of gross profit: Specialty Technology Solutions 14.3 % 13.6 % 14.9 % 18.4 % 13.4 % Intelisys & Solution Services 85.6 % 96.8 % 97.4 % 96.7 % 96.9 % Consolidated 32.8 % 31.5 % 34.7 % 37.2 % 31.7 % (a) Recurring revenue represents revenue primarily agency commissions, managed connectivity, SaaS, subscription, managed services, and hardware rentals. ScanSource, Inc. Earnings Infographic Q1 FY2027 SUPPORTING MATERIALS AND RECONCILIATIONS FOR NON-GAAP FINANCIAL INFORMATION scansource.com 8 November 5, 2026

Average Adjusted Return on Invested Capital - QTR ($ in thousands) Q1 FY27 Q4 FY26 Q3 FY26 Q2 FY26 Q1 FY26 Reconciliation of Net Income to Adjusted EBITDA Net income - GAAP $ 8,691 $ 25,618 $ 16,885 $ 16,493 $ 19,878 Plus: Interest expense 3,091 1,430 1,303 1,946 1,914 Income taxes 3,228 7,656 7,167 2,928 7,118 Depreciation and amortization 6,734 5,782 5,713 5,938 6,200 EBITDA (non-GAAP) 21,744 40,486 31,068 27,305 35,110 Adjustments: Change in fair value of contingent consideration (147) (890) 440 1,209 314 Share-based compensation 3,659 3,572 3,955 3,660 2,876 Tax recovery (a) — — — (789) — Acquisition costs 4,389 270 142 593 261 Restructuring costs 1,653 1,766 — — — Cyberattack restoration costs — 23 16 53 29 Insurance recovery, net of payments — — — (838) — Legal settlement — 921 — — — Adjusted EBITDA (numerator for Adjusted ROIC) (non-GAAP) $ 31,298 $ 46,148 $ 35,621 $ 31,193 $ 38,590 Invested Capital Calculation Equity - beginning of quarter $ 910,792 $ 906,261 $ 910,886 $ 914,032 $ 906,393 Equity - end of quarter 915,655 910,792 906,261 910,886 914,032 Adjustments: Change in fair value of contingent consideration, net (110) (668) 330 907 236 Share-based compensation, net 2,739 2,674 2,963 2,741 2,152 Tax recovery, net — — — (2,991) — Acquisition costs 4,389 270 141 593 261 Restructuring costs, net 1,241 1,326 — — — Cyberattack restoration costs, net — 17 12 39 21 Insurance recovery, net — — — (629) — Legal settlement, net — 691 — — — Average equity 917,353 910,682 910,297 912,789 911,548 Average funded debt (b) 242,334 106,622 103,210 131,470 137,113 Invested capital (denominator for Adjusted ROIC) (non-GAAP) $ 1,159,687 $ 1,017,304 $ 1,013,507 $ 1,044,259 $ 1,048,661 Adjusted return on invested capital (ROIC), annualized (c) 10.7 % 18.2 % 14.3 % 11.9 % 14.6 % (a) Recovery of prior period indirect taxes in Brazil (b) Average funded debt is calculated as the daily average amounts outstanding on our short-term and long-term interest-bearing debt. (c) Calculated as net income plus interest expense, income taxes, depreciation and amortization (EBITDA) with other non-GAAP adjustments (Adjusted EBITDA), annualized, divided by invested capital for the period. The annualized Adjusted EBITDA amount is divided by days in the quarter times 365 days per year, or 366 days for a leap year. ScanSource, Inc. Earnings Infographic Q1 FY2027 SUPPORTING MATERIALS AND RECONCILIATIONS FOR NON-GAAP FINANCIAL INFORMATION scansource.com 9 November 5, 2026

Net Debt and Adjusted EBITDA Metrics ($ in thousands) Q1 FY27 Q4 FY26 Q3 FY26 Q2 FY26 Q1 FY26 Consolidated debt (Q/E) $ 332,370 $ 101,413 $ 102,038 $ 102,663 $ 133,913 Less: Cash and cash equivalents of continuing operations (Q/E) (45,866) (88,374) (120,295) (83,466) (124,924) Net debt (Q/E) (non-GAAP) $ 286,504 $ 13,039 $ (18,257) $ 19,197 $ 8,989 Reconciliation of Net Income to Adjusted EBITDA Net income - GAAP $ 8,691 $ 25,618 $ 16,885 $ 16,493 $ 19,878 Plus: Interest expense 3,091 1,430 1,303 1,946 1,914 Income taxes 3,228 7,656 7,167 2,928 7,118 Depreciation and amortization 6,734 5,782 5,713 5,938 6,200 EBITDA (non-GAAP) 21,744 40,486 31,068 27,305 35,110 Adjustments: Change in fair value of contingent consideration (147) (890) 440 1,209 314 Share-based compensation 3,659 3,572 3,955 3,660 2,876 Tax recovery (a) — — — (789) — Acquisition costs 4,389 270 142 593 261 Restructuring costs 1,653 1,766 — — — Cyberattack restoration costs — 23 16 53 29 Insurance recovery, net of payments — — — (838) — Legal settlement — 921 — — — Adjusted EBITDA (non-GAAP) $ 31,298 $ 46,148 $ 35,621 $ 31,193 $ 38,590 Adjusted EBITDA, TTM (non-GAAP) (b) $ 144,260 Net Debt / Adjusted EBITDA, TTM (non-GAAP) 2.0 x (a) Recovery of prior period indirect taxes in Brazil (b) Adjusted EBITDA for the trailing 12-month period ScanSource, Inc. Earnings Infographic Q1 FY2027 SUPPORTING MATERIALS AND RECONCILIATIONS FOR NON-GAAP FINANCIAL INFORMATION scansource.com 10 November 5, 2026

Working Capital, 5-Quarter Summary ($ in thousands) Q1 FY27 Q4 FY26 Q3 FY26 Q2 FY26 Q1 FY26 Accounts receivable (Q/E) $ 815,297 $ 769,750 $ 628,442 $ 605,411 $ 557,071 Days sales outstanding in receivables 76 73 74 71 68 Inventory (Q/E) $ 547,834 $ 522,350 $ 486,628 $ 490,259 $ 505,339 Inventory turns 6.3 6.6 5.4 5.3 5.1 Accounts payable (Q/E) $ 774,677 $ 753,275 $ 646,650 $ 576,662 $ 529,578 Paid for inventory days (a) (12.4) (12.0) (6.6) 3.1 12.4 Working capital (Q/E) (AR+INV-AP) $ 588,454 $ 538,825 $ 468,420 $ 519,008 $ 532,832 Cash conversion cycle 64 61 67 74 80 (a) Paid for inventory days represent Q/E inventory days less Q/E accounts payable days. ScanSource, Inc. Earnings Infographic Q1 FY2027 SUPPORTING MATERIALS AND RECONCILIATIONS FOR NON-GAAP FINANCIAL INFORMATION scansource.com 11 February 8, 2022

Operating Income, Net Income, EPS & Other - QTR ($ in thousands, except for share data) Quarter ended September 30, 2026 Reported GAAP measure Intangible amortization expense Acquisition costs (a) Restructuring costs Change in fair value of contingent consideration Cyberattack restoration costs Legal settlement Non-GAAP measure SG&A expenses $ 96,509 $ — $ (4,389) $ — $ — $ — $ — $ 92,120 Operating income 12,393 4,662 4,389 1,653 (147) — — 22,950 Pre-tax income 11,919 4,662 4,389 1,653 (147) — — 22,476 Net income 8,691 3,499 4,389 1,241 (110) — — 17,710 Diluted EPS $ 0.42 $ 0.17 $ 0.21 $ 0.06 $ (0.01) $ — $ — $ 0.86 Quarter ended June 30, 2026 Reported GAAP measure Intangible amortization expense Acquisition costs (a) Restructuring costs Change in fair value of contingent consideration Cyberattack restoration costs Legal settlement Non-GAAP measure SG&A expenses $ 81,722 $ — $ (270) $ — $ — $ (23) $ (921) $ 80,508 Operating income 31,737 4,031 270 1,766 (890) 23 921 37,858 Pre-tax income 33,274 4,031 270 1,766 (890) 23 921 39,395 Net income 25,618 3,026 270 1,326 (668) 17 691 30,280 Diluted EPS $ 1.24 $ 0.15 $ 0.01 $ 0.06 $ (0.03) $ — $ 0.03 $ 1.46 (a) Acquisition costs are generally nondeductible for tax purposes. ScanSource, Inc. Earnings Infographic Q1 FY2027 SUPPORTING MATERIALS AND RECONCILIATIONS FOR NON-GAAP FINANCIAL INFORMATION scansource.com 12 November 5, 2026

Operating Income, Net Income, EPS & Other - QTR, continued ($ in thousands, except for share data) Quarter ended March 31, 2026 Reported GAAP measure Intangible amortization expense Acquisition costs (a) Change in fair value of contingent consideration Tax recovery Cyberattack restoration costs Insurance recovery Non-GAAP measure SG&A expenses $ 78,066 $ — $ (142) $ — $ — $ (16) $ — $ 77,908 Operating income 23,120 4,001 142 440 — 16 — 27,719 Pre-tax income 24,052 4,001 142 440 — 16 — 28,651 Net income 16,885 3,003 142 330 — 12 — 20,372 Diluted EPS $ 0.78 $ 0.14 $ 0.01 $ 0.02 $ — $ — $ — $ 0.94 Quarter ended December 31, 2025 Reported GAAP measure Intangible amortization expense Acquisition costs (a) Change in fair value of contingent consideration Tax recovery Cyberattack restoration costs Insurance recovery Non-GAAP measure SG&A expenses $ 78,114 $ — $ (593) $ — $ 789 $ (53) $ — $ 78,257 Operating income 17,868 4,285 593 1,209 (789) 53 — 23,219 Pre-tax income 19,421 4,285 593 1,209 (789) 53 (838) 23,934 Net income 16,493 3,199 593 907 (2,991) 39 (629) 17,611 Diluted EPS $ 0.75 $ 0.14 $ 0.03 $ 0.04 $ (0.14) $ — $ (0.03) $ 0.80 (a) Acquisition costs are generally nondeductible for tax purposes. ScanSource, Inc. Earnings Infographic Q1 FY2027 SUPPORTING MATERIALS AND RECONCILIATIONS FOR NON-GAAP FINANCIAL INFORMATION scansource.com 13 November 5, 2026

Operating Income, Net Income, EPS & Other - QTR, continued ($ in thousands, except for share data) Quarter ended September 30, 2025 Reported GAAP measure Intangible amortization expense Acquisition costs (a) Change in fair value of contingent consideration Tax recovery Cyberattack restoration costs Insurance recovery Non-GAAP measure SG&A expenses $ 75,275 $ — $ (261) $ — $ — $ (29) $ — $ 74,985 Operating income 25,903 4,404 261 314 — 29 — 30,911 Pre-tax income 26,996 4,404 261 314 — 29 — 32,004 Net income 19,878 3,289 261 236 — 21 — 23,685 Diluted EPS $ 0.89 $ 0.15 $ 0.01 $ 0.01 $ — $ — $ — $ 1.06 (a) Acquisition costs are generally nondeductible for tax purposes. ScanSource, Inc. Earnings Infographic Q1 FY2027 SUPPORTING MATERIALS AND RECONCILIATIONS FOR NON-GAAP FINANCIAL INFORMATION scansource.com 14 November 5, 2026

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