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Side-by-side financial comparison of ARCBEST CORP (ARCB) and SCANSOURCE, INC. (SCSC). Click either name above to swap in a different company.
ARCBEST CORP is the larger business by last-quarter revenue ($998.8M vs $766.5M, roughly 1.3× SCANSOURCE, INC.). SCANSOURCE, INC. runs the higher net margin — 2.2% vs -0.1%, a 2.3% gap on every dollar of revenue. On growth, ARCBEST CORP posted the faster year-over-year revenue change (3.3% vs 2.5%). Over the past eight quarters, SCANSOURCE, INC.'s revenue compounded faster (0.9% CAGR vs -3.7%).
ArcBest Corporation is a leading U.S.-based logistics and transportation solutions provider. It offers end-to-end supply chain services including less-than-truckload freight shipping, full truckload services, warehousing, expedited delivery, and customized logistics consulting, serving enterprise, small business, and government clients across North America and select global markets.
ScanSource, Inc. is a leading global specialty technology distributor offering a broad portfolio of solutions including point-of-sale systems, barcode scanning tools, cybersecurity products, cloud services and communication solutions. It primarily serves value-added resellers, managed service providers and enterprise clients across North America, Latin America and Europe, covering retail, healthcare, industrial and public sector core segments.
ARCB vs SCSC — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $998.8M | $766.5M |
| Net Profit | $-1.0M | $16.5M |
| Gross Margin | — | 13.4% |
| Operating Margin | 0.3% | 2.3% |
| Net Margin | -0.1% | 2.2% |
| Revenue YoY | 3.3% | 2.5% |
| Net Profit YoY | -133.1% | -3.3% |
| EPS (diluted) | $-0.05 | $0.75 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $998.8M | — | ||
| Q4 25 | $972.7M | $766.5M | ||
| Q3 25 | $1.0B | $739.6M | ||
| Q2 25 | $1.0B | $812.9M | ||
| Q1 25 | $967.1M | $704.8M | ||
| Q4 24 | $1.0B | $747.5M | ||
| Q3 24 | $1.1B | $775.6M | ||
| Q2 24 | $1.1B | $746.1M |
| Q1 26 | $-1.0M | — | ||
| Q4 25 | $-8.1M | $16.5M | ||
| Q3 25 | $39.3M | $19.9M | ||
| Q2 25 | $25.8M | $20.1M | ||
| Q1 25 | $3.1M | $17.4M | ||
| Q4 24 | $29.0M | $17.1M | ||
| Q3 24 | $100.3M | $17.0M | ||
| Q2 24 | $46.9M | $16.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | 13.4% | ||
| Q3 25 | — | 14.5% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | — | 14.2% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | — | 13.1% | ||
| Q2 24 | — | 13.0% |
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.8% | 2.3% | ||
| Q3 25 | 5.2% | 3.5% | ||
| Q2 25 | 3.6% | 3.3% | ||
| Q1 25 | 0.7% | 3.2% | ||
| Q4 24 | 3.8% | 2.5% | ||
| Q3 24 | 12.7% | 2.3% | ||
| Q2 24 | 4.5% | 2.9% |
| Q1 26 | -0.1% | — | ||
| Q4 25 | -0.8% | 2.2% | ||
| Q3 25 | 3.7% | 2.7% | ||
| Q2 25 | 2.5% | 2.5% | ||
| Q1 25 | 0.3% | 2.5% | ||
| Q4 24 | 2.9% | 2.3% | ||
| Q3 24 | 9.4% | 2.2% | ||
| Q2 24 | 4.4% | 2.2% |
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.35 | $0.75 | ||
| Q3 25 | $1.72 | $0.89 | ||
| Q2 25 | $1.12 | $0.87 | ||
| Q1 25 | $0.13 | $0.74 | ||
| Q4 24 | $1.21 | $0.70 | ||
| Q3 24 | $4.23 | $0.69 | ||
| Q2 24 | $1.96 | $0.66 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $86.4M | $83.5M |
| Total DebtLower is stronger | $223.7M | — |
| Stockholders' EquityBook value | $1.3B | $910.9M |
| Total Assets | $2.5B | $1.7B |
| Debt / EquityLower = less leverage | 0.17× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $86.4M | — | ||
| Q4 25 | $124.2M | $83.5M | ||
| Q3 25 | $132.6M | $124.9M | ||
| Q2 25 | $139.7M | $126.2M | ||
| Q1 25 | $98.7M | $146.3M | ||
| Q4 24 | $157.2M | $110.5M | ||
| Q3 24 | $191.1M | $145.0M | ||
| Q2 24 | $260.5M | $185.5M |
| Q1 26 | $223.7M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $214.1M | — | ||
| Q2 25 | $241.4M | — | ||
| Q1 25 | $214.2M | — | ||
| Q4 24 | $189.1M | — | ||
| Q3 24 | $180.5M | — | ||
| Q2 24 | $203.6M | — |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $910.9M | ||
| Q3 25 | $1.3B | $914.0M | ||
| Q2 25 | $1.3B | $906.4M | ||
| Q1 25 | $1.3B | $901.7M | ||
| Q4 24 | $1.3B | $900.7M | ||
| Q3 24 | $1.3B | $920.9M | ||
| Q2 24 | $1.2B | $924.3M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $1.7B | ||
| Q3 25 | $2.5B | $1.7B | ||
| Q2 25 | $2.5B | $1.8B | ||
| Q1 25 | $2.4B | $1.7B | ||
| Q4 24 | $2.4B | $1.7B | ||
| Q3 24 | $2.4B | $1.8B | ||
| Q2 24 | $2.4B | $1.8B |
| Q1 26 | 0.17× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.16× | — | ||
| Q2 25 | 0.19× | — | ||
| Q1 25 | 0.17× | — | ||
| Q4 24 | 0.14× | — | ||
| Q3 24 | 0.14× | — | ||
| Q2 24 | 0.17× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $30.8M |
| Free Cash FlowOCF − Capex | — | $28.9M |
| FCF MarginFCF / Revenue | — | 3.8% |
| Capex IntensityCapex / Revenue | — | 0.3% |
| Cash ConversionOCF / Net Profit | — | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $44.7M | $30.8M | ||
| Q3 25 | $98.2M | $23.2M | ||
| Q2 25 | $108.4M | — | ||
| Q1 25 | $-22.3M | $66.1M | ||
| Q4 24 | $56.8M | $-6.2M | ||
| Q3 24 | $88.8M | $44.8M | ||
| Q2 24 | $133.7M | — |
| Q1 26 | — | — | ||
| Q4 25 | $36.9M | $28.9M | ||
| Q3 25 | $33.2M | $20.8M | ||
| Q2 25 | $80.9M | — | ||
| Q1 25 | $-36.8M | $64.6M | ||
| Q4 24 | $3.5M | $-8.2M | ||
| Q3 24 | $23.9M | $42.5M | ||
| Q2 24 | $83.9M | — |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 3.8% | ||
| Q3 25 | 3.2% | 2.8% | ||
| Q2 25 | 7.9% | — | ||
| Q1 25 | -3.8% | 9.2% | ||
| Q4 24 | 0.4% | -1.1% | ||
| Q3 24 | 2.2% | 5.5% | ||
| Q2 24 | 7.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 0.3% | ||
| Q3 25 | 6.2% | 0.3% | ||
| Q2 25 | 2.7% | 0.3% | ||
| Q1 25 | 1.5% | 0.2% | ||
| Q4 24 | 5.3% | 0.3% | ||
| Q3 24 | 6.1% | 0.3% | ||
| Q2 24 | 4.6% | 0.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.87× | ||
| Q3 25 | 2.50× | 1.17× | ||
| Q2 25 | 4.20× | — | ||
| Q1 25 | -7.13× | 3.79× | ||
| Q4 24 | 1.96× | -0.36× | ||
| Q3 24 | 0.89× | 2.64× | ||
| Q2 24 | 2.85× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARCB
Segment breakdown not available.
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
