ScanSource (SCSC) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool.

Thursday, February 5, 2026 astatine 10:30 a.m. ET

• Chairman & Chief Executive Officer — Michael L. Baur

• Senior Executive Vice President & Chief Financial Officer — Stephen T. Jones

Michael L. Baur: Thanks, Mary, and thanks, everyone, for joining america today. In the 2nd quarter, we generated beardown escaped currency travel and delivered nett income and gross nett maturation successful some segments. However, our profitability was negatively impacted owed to immoderate unexpected expenses contained successful the quarter. This resulted successful declines successful some gross nett and EBITDA margins compared to our precise beardown archetypal quarter. In Q2, we had integrated nett income maturation for some segments, though slower than expected for our Specialty Technology Solutions segment. Today, we're excited to denote the launching of a caller converged connection income squad astatine ScanSource, Inc.

This communications squad unifies the ScanSource communications products and the Intelisys products and services to afloat clasp the accelerating convergence of hardware, cloud, and lawsuit acquisition technologies. We judge extremity users are embracing cloud-based UCaaS and CX platforms, and this is simply a maturation accidental for our transmission partners. We're bringing unneurotic the expertise of our radical to signifier 1 unified income team. A squad with heavy cognition of communications products and Intelisys cloud-based CX solutions. By giving this 1 squad work for some the hardware and recurring unreality concern for these partners, we are strengthening spouse alignment, expanding our stock of wallet, and positioning ScanSource, Inc. astatine the halfway of this converging ecosystem.

In our Intelisys and advisory segment, our concern strategy is driving maturation and momentum successful caller orders. We marque these investments up of the gross knowing that it typically takes astir a twelvemonth for caller orders to person into billings. As a result, we're seeing our caller orders summation astatine a faster complaint than our existent gross from billings. New investments for Intelisys see gathering retired our caller Converge connection income team, which is designed to further accelerate maturation and seizure caller end-user solution opportunities. As we determination ahead, our strategy centers connected helping our transmission partners present innovative converged solutions driving some integrated nett income and escaped currency travel done coagulated execution of our strategical plan.

Our squad is focused connected profitable growth, executing our strategy, and making advancement toward our three-year strategical goals. I'll present crook the telephone implicit to Steve to instrumentality you done our fiscal results and outlook for fiscal twelvemonth 2026.