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Side-by-side financial comparison of BWX Technologies, Inc. (BWXT) and SCANSOURCE, INC. (SCSC). Click either name above to swap in a different company.
BWX Technologies, Inc. is the larger business by last-quarter revenue ($885.8M vs $766.5M, roughly 1.2× SCANSOURCE, INC.). BWX Technologies, Inc. runs the higher net margin — 10.5% vs 2.2%, a 8.3% gap on every dollar of revenue. On growth, BWX Technologies, Inc. posted the faster year-over-year revenue change (18.7% vs 2.5%). BWX Technologies, Inc. produced more free cash flow last quarter ($56.8M vs $28.9M). Over the past eight quarters, BWX Technologies, Inc.'s revenue compounded faster (21.1% CAGR vs 0.9%).
BWX Technologies, Inc. is a company headquartered in Lynchburg, Virginia that supplies nuclear components and fuel internationally.
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.
BWXT vs SCSC — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $885.8M | $766.5M |
| Net Profit | $93.0M | $16.5M |
| Gross Margin | — | 13.4% |
| Operating Margin | 10.4% | 2.3% |
| Net Margin | 10.5% | 2.2% |
| Revenue YoY | 18.7% | 2.5% |
| Net Profit YoY | 30.9% | -3.3% |
| EPS (diluted) | $1.02 | $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.
| Q4 25 | $885.8M | $766.5M | ||
| Q3 25 | $866.3M | $739.6M | ||
| Q2 25 | $764.0M | $812.9M | ||
| Q1 25 | $682.3M | $704.8M | ||
| Q4 24 | $746.3M | $747.5M | ||
| Q3 24 | $672.0M | $775.6M | ||
| Q2 24 | $681.5M | $746.1M | ||
| Q1 24 | $604.0M | $752.6M |
| Q4 25 | $93.0M | $16.5M | ||
| Q3 25 | $82.1M | $19.9M | ||
| Q2 25 | $78.4M | $20.1M | ||
| Q1 25 | $75.5M | $17.4M | ||
| Q4 24 | $71.0M | $17.1M | ||
| Q3 24 | $69.5M | $17.0M | ||
| Q2 24 | $73.0M | $16.1M | ||
| Q1 24 | $68.5M | $12.8M |
| Q4 25 | — | 13.4% | ||
| Q3 25 | 21.8% | 14.5% | ||
| Q2 25 | 25.1% | 12.9% | ||
| Q1 25 | 24.2% | 14.2% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | 24.4% | 13.1% | ||
| Q2 24 | 24.7% | 13.0% | ||
| Q1 24 | 24.6% | 12.6% |
| Q4 25 | 10.4% | 2.3% | ||
| Q3 25 | 13.1% | 3.5% | ||
| Q2 25 | 13.4% | 3.3% | ||
| Q1 25 | 14.2% | 3.2% | ||
| Q4 24 | 12.4% | 2.5% | ||
| Q3 24 | 14.4% | 2.3% | ||
| Q2 24 | 14.5% | 2.9% | ||
| Q1 24 | 15.4% | 2.3% |
| Q4 25 | 10.5% | 2.2% | ||
| Q3 25 | 9.5% | 2.7% | ||
| Q2 25 | 10.3% | 2.5% | ||
| Q1 25 | 11.1% | 2.5% | ||
| Q4 24 | 9.5% | 2.3% | ||
| Q3 24 | 10.3% | 2.2% | ||
| Q2 24 | 10.7% | 2.2% | ||
| Q1 24 | 11.3% | 1.7% |
| Q4 25 | $1.02 | $0.75 | ||
| Q3 25 | $0.89 | $0.89 | ||
| Q2 25 | $0.85 | $0.87 | ||
| Q1 25 | $0.82 | $0.74 | ||
| Q4 24 | $0.77 | $0.70 | ||
| Q3 24 | $0.76 | $0.69 | ||
| Q2 24 | $0.79 | $0.66 | ||
| Q1 24 | $0.75 | $0.50 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $499.8M | $83.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.2B | $910.9M |
| Total Assets | $4.3B | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $499.8M | $83.5M | ||
| Q3 25 | $79.6M | $124.9M | ||
| Q2 25 | $37.0M | $126.2M | ||
| Q1 25 | $55.4M | $146.3M | ||
| Q4 24 | $74.1M | $110.5M | ||
| Q3 24 | $35.5M | $145.0M | ||
| Q2 24 | $48.3M | $185.5M | ||
| Q1 24 | $45.9M | $159.1M |
| Q4 25 | $1.2B | $910.9M | ||
| Q3 25 | $1.2B | $914.0M | ||
| Q2 25 | $1.2B | $906.4M | ||
| Q1 25 | $1.1B | $901.7M | ||
| Q4 24 | $1.1B | $900.7M | ||
| Q3 24 | $1.1B | $920.9M | ||
| Q2 24 | $998.5M | $924.3M | ||
| Q1 24 | $946.2M | $944.1M |
| Q4 25 | $4.3B | $1.7B | ||
| Q3 25 | $3.8B | $1.7B | ||
| Q2 25 | $3.7B | $1.8B | ||
| Q1 25 | $3.1B | $1.7B | ||
| Q4 24 | $2.9B | $1.7B | ||
| Q3 24 | $2.9B | $1.8B | ||
| Q2 24 | $2.8B | $1.8B | ||
| Q1 24 | $2.8B | $1.8B |
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 | $127.0M | $30.8M |
| Free Cash FlowOCF − Capex | $56.8M | $28.9M |
| FCF MarginFCF / Revenue | 6.4% | 3.8% |
| Capex IntensityCapex / Revenue | 7.9% | 0.3% |
| Cash ConversionOCF / Net Profit | 1.37× | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | $295.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $127.0M | $30.8M | ||
| Q3 25 | $143.2M | $23.2M | ||
| Q2 25 | $159.0M | — | ||
| Q1 25 | $50.6M | $66.1M | ||
| Q4 24 | $276.9M | $-6.2M | ||
| Q3 24 | $32.6M | $44.8M | ||
| Q2 24 | $65.9M | — | ||
| Q1 24 | $33.0M | $160.2M |
| Q4 25 | $56.8M | $28.9M | ||
| Q3 25 | $94.9M | $20.8M | ||
| Q2 25 | $126.3M | — | ||
| Q1 25 | $17.3M | $64.6M | ||
| Q4 24 | $224.4M | $-8.2M | ||
| Q3 24 | $-7.7M | $42.5M | ||
| Q2 24 | $35.5M | — | ||
| Q1 24 | $2.6M | $157.7M |
| Q4 25 | 6.4% | 3.8% | ||
| Q3 25 | 11.0% | 2.8% | ||
| Q2 25 | 16.5% | — | ||
| Q1 25 | 2.5% | 9.2% | ||
| Q4 24 | 30.1% | -1.1% | ||
| Q3 24 | -1.1% | 5.5% | ||
| Q2 24 | 5.2% | — | ||
| Q1 24 | 0.4% | 21.0% |
| Q4 25 | 7.9% | 0.3% | ||
| Q3 25 | 5.6% | 0.3% | ||
| Q2 25 | 4.3% | 0.3% | ||
| Q1 25 | 4.9% | 0.2% | ||
| Q4 24 | 7.0% | 0.3% | ||
| Q3 24 | 6.0% | 0.3% | ||
| Q2 24 | 4.5% | 0.2% | ||
| Q1 24 | 5.0% | 0.3% |
| Q4 25 | 1.37× | 1.87× | ||
| Q3 25 | 1.74× | 1.17× | ||
| Q2 25 | 2.03× | — | ||
| Q1 25 | 0.67× | 3.79× | ||
| Q4 24 | 3.90× | -0.36× | ||
| Q3 24 | 0.47× | 2.64× | ||
| Q2 24 | 0.90× | — | ||
| Q1 24 | 0.48× | 12.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BWXT
| Nuclear Component Program | $436.4M | 49% |
| Nuclear Manufacturing | $134.8M | 15% |
| Cost Plus Fee | $116.1M | 13% |
| Uranium And Nuclear Services | $103.8M | 12% |
| Commercial Operations | $49.0M | 6% |
| Commercial Operations Segment | $33.7M | 4% |
| Transferred At Point In Time | $1.3M | 0% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
