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Side-by-side financial comparison of Element Solutions Inc (ESI) and SCANSOURCE, INC. (SCSC). Click either name above to swap in a different company.
Element Solutions Inc is the larger business by last-quarter revenue ($840.0M vs $766.5M, roughly 1.1× SCANSOURCE, INC.). Element Solutions Inc runs the higher net margin — 6.7% vs 2.2%, a 4.5% gap on every dollar of revenue. On growth, Element Solutions Inc posted the faster year-over-year revenue change (41.0% vs 2.5%). SCANSOURCE, INC. produced more free cash flow last quarter ($28.9M vs $-74.2M). Over the past eight quarters, Element Solutions Inc's revenue compounded faster (17.1% CAGR vs 0.9%).
Element Solutions Inc is an American specialty chemicals production corporation listed on the New York Stock Exchange.
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.
ESI vs SCSC — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $840.0M | $766.5M |
| Net Profit | $56.0M | $16.5M |
| Gross Margin | 38.4% | 13.4% |
| Operating Margin | 13.3% | 2.3% |
| Net Margin | 6.7% | 2.2% |
| Revenue YoY | 41.0% | 2.5% |
| Net Profit YoY | -43.0% | -3.3% |
| EPS (diluted) | $0.23 | $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 | $840.0M | — | ||
| Q4 25 | $676.2M | $766.5M | ||
| Q3 25 | $656.1M | $739.6M | ||
| Q2 25 | $625.2M | $812.9M | ||
| Q1 25 | $593.7M | $704.8M | ||
| Q4 24 | $624.2M | $747.5M | ||
| Q3 24 | $645.0M | $775.6M | ||
| Q2 24 | $612.7M | $746.1M |
| Q1 26 | $56.0M | — | ||
| Q4 25 | $6.2M | $16.5M | ||
| Q3 25 | $39.3M | $19.9M | ||
| Q2 25 | $47.4M | $20.1M | ||
| Q1 25 | $98.0M | $17.4M | ||
| Q4 24 | $54.7M | $17.1M | ||
| Q3 24 | $40.3M | $17.0M | ||
| Q2 24 | $93.2M | $16.1M |
| Q1 26 | 38.4% | — | ||
| Q4 25 | 40.9% | 13.4% | ||
| Q3 25 | 42.2% | 14.5% | ||
| Q2 25 | 42.6% | 12.9% | ||
| Q1 25 | 42.2% | 14.2% | ||
| Q4 24 | 41.0% | 13.6% | ||
| Q3 24 | 41.5% | 13.1% | ||
| Q2 24 | 43.6% | 13.0% |
| Q1 26 | 13.3% | — | ||
| Q4 25 | 10.3% | 2.3% | ||
| Q3 25 | 15.4% | 3.5% | ||
| Q2 25 | 15.1% | 3.3% | ||
| Q1 25 | 13.0% | 3.2% | ||
| Q4 24 | 12.0% | 2.5% | ||
| Q3 24 | 14.7% | 2.3% | ||
| Q2 24 | 15.7% | 2.9% |
| Q1 26 | 6.7% | — | ||
| Q4 25 | 0.9% | 2.2% | ||
| Q3 25 | 6.0% | 2.7% | ||
| Q2 25 | 7.6% | 2.5% | ||
| Q1 25 | 16.5% | 2.5% | ||
| Q4 24 | 8.8% | 2.3% | ||
| Q3 24 | 6.2% | 2.2% | ||
| Q2 24 | 15.2% | 2.2% |
| Q1 26 | $0.23 | — | ||
| Q4 25 | $0.03 | $0.75 | ||
| Q3 25 | $0.16 | $0.89 | ||
| Q2 25 | $0.20 | $0.87 | ||
| Q1 25 | $0.40 | $0.74 | ||
| Q4 24 | $0.22 | $0.70 | ||
| Q3 24 | $0.17 | $0.69 | ||
| Q2 24 | $0.39 | $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 | $177.3M | $83.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $910.9M |
| Total Assets | $5.7B | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $177.3M | — | ||
| Q4 25 | $626.5M | $83.5M | ||
| Q3 25 | $594.3M | $124.9M | ||
| Q2 25 | $529.9M | $126.2M | ||
| Q1 25 | $499.2M | $146.3M | ||
| Q4 24 | $359.4M | $110.5M | ||
| Q3 24 | $376.0M | $145.0M | ||
| Q2 24 | $309.3M | $185.5M |
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.6B | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.9B | — |
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $910.9M | ||
| Q3 25 | $2.7B | $914.0M | ||
| Q2 25 | $2.6B | $906.4M | ||
| Q1 25 | $2.5B | $901.7M | ||
| Q4 24 | $2.4B | $900.7M | ||
| Q3 24 | $2.4B | $920.9M | ||
| Q2 24 | $2.4B | $924.3M |
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.1B | $1.7B | ||
| Q3 25 | $5.0B | $1.7B | ||
| Q2 25 | $5.0B | $1.8B | ||
| Q1 25 | $4.8B | $1.7B | ||
| Q4 24 | $4.9B | $1.7B | ||
| Q3 24 | $5.1B | $1.8B | ||
| Q2 24 | $5.0B | $1.8B |
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | — | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.62× | — | ||
| Q1 25 | 0.64× | — | ||
| Q4 24 | 0.76× | — | ||
| Q3 24 | 0.78× | — | ||
| Q2 24 | 0.81× | — |
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 | $-74.2M | $28.9M |
| FCF MarginFCF / Revenue | -8.8% | 3.8% |
| Capex IntensityCapex / Revenue | 3.0% | 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 | — | $30.8M | ||
| Q3 25 | $100.1M | $23.2M | ||
| Q2 25 | — | — | ||
| Q1 25 | $26.0M | $66.1M | ||
| Q4 24 | — | $-6.2M | ||
| Q3 24 | $98.5M | $44.8M | ||
| Q2 24 | — | — |
| Q1 26 | $-74.2M | — | ||
| Q4 25 | — | $28.9M | ||
| Q3 25 | $83.6M | $20.8M | ||
| Q2 25 | — | — | ||
| Q1 25 | $15.0M | $64.6M | ||
| Q4 24 | — | $-8.2M | ||
| Q3 24 | $85.9M | $42.5M | ||
| Q2 24 | — | — |
| Q1 26 | -8.8% | — | ||
| Q4 25 | — | 3.8% | ||
| Q3 25 | 12.7% | 2.8% | ||
| Q2 25 | — | — | ||
| Q1 25 | 2.5% | 9.2% | ||
| Q4 24 | — | -1.1% | ||
| Q3 24 | 13.3% | 5.5% | ||
| Q2 24 | — | — |
| Q1 26 | 3.0% | — | ||
| Q4 25 | 2.5% | 0.3% | ||
| Q3 25 | 2.5% | 0.3% | ||
| Q2 25 | 2.8% | 0.3% | ||
| Q1 25 | 1.9% | 0.2% | ||
| Q4 24 | 3.6% | 0.3% | ||
| Q3 24 | 2.0% | 0.3% | ||
| Q2 24 | 2.4% | 0.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.87× | ||
| Q3 25 | 2.55× | 1.17× | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.27× | 3.79× | ||
| Q4 24 | — | -0.36× | ||
| Q3 24 | 2.44× | 2.64× | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ESI
| Electronics ex-Metals | $377.8M | 45% |
| Pass-through Metals | $255.7M | 30% |
| Other | $206.5M | 25% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
