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Side-by-side financial comparison of CrowdStrike (CRWD) and SCANSOURCE, INC. (SCSC). Click either name above to swap in a different company.
CrowdStrike is the larger business by last-quarter revenue ($1.2B vs $766.5M, roughly 1.6× SCANSOURCE, INC.). SCANSOURCE, INC. runs the higher net margin — 2.2% vs -2.8%, a 4.9% gap on every dollar of revenue. On growth, CrowdStrike posted the faster year-over-year revenue change (22.2% vs 2.5%). CrowdStrike produced more free cash flow last quarter ($314.1M vs $28.9M). Over the past eight quarters, CrowdStrike's revenue compounded faster (20.8% CAGR vs 0.9%).
CrowdStrike Holdings, Inc. is an American cybersecurity technology company based in Austin, Texas. It provides endpoint security, threat intelligence, and cyberattack response services.
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.
CRWD vs SCSC — Head-to-Head
Income Statement — Q3 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $766.5M |
| Net Profit | $-34.0M | $16.5M |
| Gross Margin | 75.1% | 13.4% |
| Operating Margin | -5.6% | 2.3% |
| Net Margin | -2.8% | 2.2% |
| Revenue YoY | 22.2% | 2.5% |
| Net Profit YoY | -102.1% | -3.3% |
| EPS (diluted) | $-0.14 | $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 | $1.2B | $766.5M | ||
| Q3 25 | $1.2B | $739.6M | ||
| Q2 25 | $1.1B | $812.9M | ||
| Q1 25 | $1.1B | $704.8M | ||
| Q4 24 | $1.0B | $747.5M | ||
| Q3 24 | $963.9M | $775.6M | ||
| Q2 24 | $921.0M | $746.1M | ||
| Q1 24 | $845.3M | $752.6M |
| Q4 25 | $-34.0M | $16.5M | ||
| Q3 25 | $-77.7M | $19.9M | ||
| Q2 25 | $-110.2M | $20.1M | ||
| Q1 25 | $-92.3M | $17.4M | ||
| Q4 24 | $-16.8M | $17.1M | ||
| Q3 24 | $47.0M | $17.0M | ||
| Q2 24 | $42.8M | $16.1M | ||
| Q1 24 | $53.7M | $12.8M |
| Q4 25 | 75.1% | 13.4% | ||
| Q3 25 | 73.5% | 14.5% | ||
| Q2 25 | 73.8% | 12.9% | ||
| Q1 25 | 74.1% | 14.2% | ||
| Q4 24 | 74.7% | 13.6% | ||
| Q3 24 | 75.4% | 13.1% | ||
| Q2 24 | 75.6% | 13.0% | ||
| Q1 24 | 75.3% | 12.6% |
| Q4 25 | -5.6% | 2.3% | ||
| Q3 25 | -9.7% | 3.5% | ||
| Q2 25 | -11.3% | 3.3% | ||
| Q1 25 | -8.1% | 3.2% | ||
| Q4 24 | -5.5% | 2.5% | ||
| Q3 24 | 1.4% | 2.3% | ||
| Q2 24 | 0.8% | 2.9% | ||
| Q1 24 | 3.5% | 2.3% |
| Q4 25 | -2.8% | 2.2% | ||
| Q3 25 | -6.6% | 2.7% | ||
| Q2 25 | -10.0% | 2.5% | ||
| Q1 25 | -8.7% | 2.5% | ||
| Q4 24 | -1.7% | 2.3% | ||
| Q3 24 | 4.9% | 2.2% | ||
| Q2 24 | 4.6% | 2.2% | ||
| Q1 24 | 6.4% | 1.7% |
| Q4 25 | $-0.14 | $0.75 | ||
| Q3 25 | $-0.31 | $0.89 | ||
| Q2 25 | $-0.44 | $0.87 | ||
| Q1 25 | $-0.37 | $0.74 | ||
| Q4 24 | $-0.07 | $0.70 | ||
| Q3 24 | $0.19 | $0.69 | ||
| Q2 24 | $0.17 | $0.66 | ||
| Q1 24 | $0.23 | $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 | $4.8B | $83.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $4.0B | $910.9M |
| Total Assets | $10.0B | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.8B | $83.5M | ||
| Q3 25 | $5.0B | $124.9M | ||
| Q2 25 | $4.6B | $126.2M | ||
| Q1 25 | $4.3B | $146.3M | ||
| Q4 24 | $4.3B | $110.5M | ||
| Q3 24 | $4.0B | $145.0M | ||
| Q2 24 | $3.7B | $185.5M | ||
| Q1 24 | $3.5B | $159.1M |
| Q4 25 | $4.0B | $910.9M | ||
| Q3 25 | $3.8B | $914.0M | ||
| Q2 25 | $3.5B | $906.4M | ||
| Q1 25 | $3.3B | $901.7M | ||
| Q4 24 | $3.1B | $900.7M | ||
| Q3 24 | $2.9B | $920.9M | ||
| Q2 24 | $2.5B | $924.3M | ||
| Q1 24 | $2.3B | $944.1M |
| Q4 25 | $10.0B | $1.7B | ||
| Q3 25 | $9.3B | $1.7B | ||
| Q2 25 | $8.7B | $1.8B | ||
| Q1 25 | $8.7B | $1.7B | ||
| Q4 24 | $7.8B | $1.7B | ||
| Q3 24 | $7.2B | $1.8B | ||
| Q2 24 | $6.8B | $1.8B | ||
| Q1 24 | $6.6B | $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 | $397.5M | $30.8M |
| Free Cash FlowOCF − Capex | $314.1M | $28.9M |
| FCF MarginFCF / Revenue | 25.5% | 3.8% |
| Capex IntensityCapex / Revenue | 6.8% | 0.3% |
| Cash ConversionOCF / Net Profit | — | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | $1.2B | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $397.5M | $30.8M | ||
| Q3 25 | $332.8M | $23.2M | ||
| Q2 25 | $384.1M | — | ||
| Q1 25 | $345.7M | $66.1M | ||
| Q4 24 | $326.1M | $-6.2M | ||
| Q3 24 | $326.6M | $44.8M | ||
| Q2 24 | $383.2M | — | ||
| Q1 24 | $347.0M | $160.2M |
| Q4 25 | $314.1M | $28.9M | ||
| Q3 25 | $302.3M | $20.8M | ||
| Q2 25 | $298.4M | — | ||
| Q1 25 | $258.5M | $64.6M | ||
| Q4 24 | $247.4M | $-8.2M | ||
| Q3 24 | $287.4M | $42.5M | ||
| Q2 24 | $333.5M | — | ||
| Q1 24 | $294.4M | $157.7M |
| Q4 25 | 25.5% | 3.8% | ||
| Q3 25 | 25.9% | 2.8% | ||
| Q2 25 | 27.0% | — | ||
| Q1 25 | 24.4% | 9.2% | ||
| Q4 24 | 24.5% | -1.1% | ||
| Q3 24 | 29.8% | 5.5% | ||
| Q2 24 | 36.2% | — | ||
| Q1 24 | 34.8% | 21.0% |
| Q4 25 | 6.8% | 0.3% | ||
| Q3 25 | 2.6% | 0.3% | ||
| Q2 25 | 7.8% | 0.3% | ||
| Q1 25 | 8.2% | 0.2% | ||
| Q4 24 | 7.8% | 0.3% | ||
| Q3 24 | 4.1% | 0.3% | ||
| Q2 24 | 5.4% | 0.2% | ||
| Q1 24 | 6.2% | 0.3% |
| Q4 25 | — | 1.87× | ||
| Q3 25 | — | 1.17× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.79× | ||
| Q4 24 | — | -0.36× | ||
| Q3 24 | 6.95× | 2.64× | ||
| Q2 24 | 8.95× | — | ||
| Q1 24 | 6.46× | 12.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CRWD
| Subscription And Circulation | $1.2B | 95% |
| Professional Services | $65.5M | 5% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
