vs
Side-by-side financial comparison of CAVCO INDUSTRIES, INC. (CVCO) and SCANSOURCE, INC. (SCSC). Click either name above to swap in a different company.
SCANSOURCE, INC. is the larger business by last-quarter revenue ($766.5M vs $581.0M, roughly 1.3× CAVCO INDUSTRIES, INC.). CAVCO INDUSTRIES, INC. runs the higher net margin — 7.6% vs 2.2%, a 5.4% gap on every dollar of revenue. On growth, CAVCO INDUSTRIES, INC. posted the faster year-over-year revenue change (11.3% vs 2.5%). CAVCO INDUSTRIES, INC. produced more free cash flow last quarter ($57.6M vs $28.9M). Over the past eight quarters, CAVCO INDUSTRIES, INC.'s revenue compounded faster (17.6% CAGR vs 0.9%).
Cavco Industries, Inc. is an American company that manufactures modular homes, Recreational vehicle (RVs), vacation cabins, and manufactured homes. The company operates through a network of manufacturing facilities and retail locations across the United States. Cavco is Headquartered in Phoenix, Arizona.
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.
CVCO vs SCSC — Head-to-Head
Income Statement — Q3 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $581.0M | $766.5M |
| Net Profit | $44.1M | $16.5M |
| Gross Margin | 23.4% | 13.4% |
| Operating Margin | 9.4% | 2.3% |
| Net Margin | 7.6% | 2.2% |
| Revenue YoY | 11.3% | 2.5% |
| Net Profit YoY | -22.0% | -3.3% |
| EPS (diluted) | $5.58 | $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 | $581.0M | $766.5M | ||
| Q3 25 | $556.5M | $739.6M | ||
| Q2 25 | $556.9M | $812.9M | ||
| Q1 25 | $508.4M | $704.8M | ||
| Q4 24 | $522.0M | $747.5M | ||
| Q3 24 | $507.5M | $775.6M | ||
| Q2 24 | $477.6M | $746.1M | ||
| Q1 24 | $420.1M | $752.6M |
| Q4 25 | $44.1M | $16.5M | ||
| Q3 25 | $52.4M | $19.9M | ||
| Q2 25 | $51.6M | $20.1M | ||
| Q1 25 | $36.3M | $17.4M | ||
| Q4 24 | $56.5M | $17.1M | ||
| Q3 24 | $43.8M | $17.0M | ||
| Q2 24 | $34.4M | $16.1M | ||
| Q1 24 | $33.9M | $12.8M |
| Q4 25 | 23.4% | 13.4% | ||
| Q3 25 | 24.2% | 14.5% | ||
| Q2 25 | 23.3% | 12.9% | ||
| Q1 25 | 22.8% | 14.2% | ||
| Q4 24 | 24.9% | 13.6% | ||
| Q3 24 | 22.9% | 13.1% | ||
| Q2 24 | 21.7% | 13.0% | ||
| Q1 24 | 23.6% | 12.6% |
| Q4 25 | 9.4% | 2.3% | ||
| Q3 25 | 11.2% | 3.5% | ||
| Q2 25 | 10.8% | 3.3% | ||
| Q1 25 | 7.6% | 3.2% | ||
| Q4 24 | 12.3% | 2.5% | ||
| Q3 24 | 9.7% | 2.3% | ||
| Q2 24 | 8.1% | 2.9% | ||
| Q1 24 | 8.9% | 2.3% |
| Q4 25 | 7.6% | 2.2% | ||
| Q3 25 | 9.4% | 2.7% | ||
| Q2 25 | 9.3% | 2.5% | ||
| Q1 25 | 7.1% | 2.5% | ||
| Q4 24 | 10.8% | 2.3% | ||
| Q3 24 | 8.6% | 2.2% | ||
| Q2 24 | 7.2% | 2.2% | ||
| Q1 24 | 8.1% | 1.7% |
| Q4 25 | $5.58 | $0.75 | ||
| Q3 25 | $6.55 | $0.89 | ||
| Q2 25 | $6.42 | $0.87 | ||
| Q1 25 | $4.42 | $0.74 | ||
| Q4 24 | $6.90 | $0.70 | ||
| Q3 24 | $5.28 | $0.69 | ||
| Q2 24 | $4.11 | $0.66 | ||
| Q1 24 | $4.05 | $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 | $241.9M | $83.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $910.9M |
| Total Assets | $1.5B | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $241.9M | $83.5M | ||
| Q3 25 | $391.8M | $124.9M | ||
| Q2 25 | $362.4M | $126.2M | ||
| Q1 25 | $376.1M | $146.3M | ||
| Q4 24 | $378.9M | $110.5M | ||
| Q3 24 | $388.7M | $145.0M | ||
| Q2 24 | $380.0M | $185.5M | ||
| Q1 24 | $371.0M | $159.1M |
| Q4 25 | $1.1B | $910.9M | ||
| Q3 25 | $1.1B | $914.0M | ||
| Q2 25 | $1.1B | $906.4M | ||
| Q1 25 | $1.1B | $901.7M | ||
| Q4 24 | $1.1B | $900.7M | ||
| Q3 24 | $1.0B | $920.9M | ||
| Q2 24 | $1.0B | $924.3M | ||
| Q1 24 | $1.0B | $944.1M |
| Q4 25 | $1.5B | $1.7B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $1.4B | $1.8B | ||
| Q1 25 | $1.4B | $1.7B | ||
| Q4 24 | $1.4B | $1.7B | ||
| Q3 24 | $1.4B | $1.8B | ||
| Q2 24 | $1.4B | $1.8B | ||
| Q1 24 | $1.4B | $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 | $66.1M | $30.8M |
| Free Cash FlowOCF − Capex | $57.6M | $28.9M |
| FCF MarginFCF / Revenue | 9.9% | 3.8% |
| Capex IntensityCapex / Revenue | 1.5% | 0.3% |
| Cash ConversionOCF / Net Profit | 1.50× | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | $205.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $66.1M | $30.8M | ||
| Q3 25 | $78.5M | $23.2M | ||
| Q2 25 | $55.5M | — | ||
| Q1 25 | $38.6M | $66.1M | ||
| Q4 24 | $37.8M | $-6.2M | ||
| Q3 24 | $54.7M | $44.8M | ||
| Q2 24 | $47.4M | — | ||
| Q1 24 | — | $160.2M |
| Q4 25 | $57.6M | $28.9M | ||
| Q3 25 | $68.7M | $20.8M | ||
| Q2 25 | $46.4M | — | ||
| Q1 25 | $32.5M | $64.6M | ||
| Q4 24 | $32.3M | $-8.2M | ||
| Q3 24 | $49.8M | $42.5M | ||
| Q2 24 | $42.4M | — | ||
| Q1 24 | — | $157.7M |
| Q4 25 | 9.9% | 3.8% | ||
| Q3 25 | 12.4% | 2.8% | ||
| Q2 25 | 8.3% | — | ||
| Q1 25 | 6.4% | 9.2% | ||
| Q4 24 | 6.2% | -1.1% | ||
| Q3 24 | 9.8% | 5.5% | ||
| Q2 24 | 8.9% | — | ||
| Q1 24 | — | 21.0% |
| Q4 25 | 1.5% | 0.3% | ||
| Q3 25 | 1.7% | 0.3% | ||
| Q2 25 | 1.6% | 0.3% | ||
| Q1 25 | 1.2% | 0.2% | ||
| Q4 24 | 1.0% | 0.3% | ||
| Q3 24 | 1.0% | 0.3% | ||
| Q2 24 | 1.0% | 0.2% | ||
| Q1 24 | — | 0.3% |
| Q4 25 | 1.50× | 1.87× | ||
| Q3 25 | 1.50× | 1.17× | ||
| Q2 25 | 1.08× | — | ||
| Q1 25 | 1.06× | 3.79× | ||
| Q4 24 | 0.67× | -0.36× | ||
| Q3 24 | 1.25× | 2.64× | ||
| Q2 24 | 1.38× | — | ||
| Q1 24 | — | 12.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CVCO
| Manufactured Product Other | $532.5M | 92% |
| Other | $26.0M | 4% |
| Financial Service Other | $20.5M | 4% |
| Insurance Agency Commissions | $2.0M | 0% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
