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Side-by-side financial comparison of F5, Inc. (FFIV) and SCANSOURCE, INC. (SCSC). Click either name above to swap in a different company.
F5, Inc. is the larger business by last-quarter revenue ($822.5M vs $766.5M, roughly 1.1× SCANSOURCE, INC.). F5, Inc. runs the higher net margin — 21.9% vs 2.2%, a 19.7% gap on every dollar of revenue. On growth, F5, Inc. posted the faster year-over-year revenue change (7.3% vs 2.5%). F5, Inc. produced more free cash flow last quarter ($149.5M vs $28.9M). Over the past eight quarters, F5, Inc.'s revenue compounded faster (9.9% CAGR vs 0.9%).
F5, Inc. is an American technology company specializing in application security, multi-cloud management, online fraud prevention, application delivery networking (ADN), application availability and performance, and network security, access, and authorization.
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.
FFIV vs SCSC — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $822.5M | $766.5M |
| Net Profit | $180.1M | $16.5M |
| Gross Margin | 81.5% | 13.4% |
| Operating Margin | 26.0% | 2.3% |
| Net Margin | 21.9% | 2.2% |
| Revenue YoY | 7.3% | 2.5% |
| Net Profit YoY | 8.2% | -3.3% |
| EPS (diluted) | $3.10 | $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 | $822.5M | $766.5M | ||
| Q3 25 | $810.1M | $739.6M | ||
| Q2 25 | $780.4M | $812.9M | ||
| Q1 25 | $731.1M | $704.8M | ||
| Q4 24 | $766.5M | $747.5M | ||
| Q3 24 | $746.7M | $775.6M | ||
| Q2 24 | $695.5M | $746.1M | ||
| Q1 24 | $681.4M | $752.6M |
| Q4 25 | $180.1M | $16.5M | ||
| Q3 25 | $190.5M | $19.9M | ||
| Q2 25 | $189.9M | $20.1M | ||
| Q1 25 | $145.5M | $17.4M | ||
| Q4 24 | $166.4M | $17.1M | ||
| Q3 24 | $165.3M | $17.0M | ||
| Q2 24 | $144.1M | $16.1M | ||
| Q1 24 | $119.0M | $12.8M |
| Q4 25 | 81.5% | 13.4% | ||
| Q3 25 | 82.2% | 14.5% | ||
| Q2 25 | 81.0% | 12.9% | ||
| Q1 25 | 80.7% | 14.2% | ||
| Q4 24 | 81.7% | 13.6% | ||
| Q3 24 | 80.8% | 13.1% | ||
| Q2 24 | 80.4% | 13.0% | ||
| Q1 24 | 79.3% | 12.6% |
| Q4 25 | 26.0% | 2.3% | ||
| Q3 25 | 25.4% | 3.5% | ||
| Q2 25 | 25.2% | 3.3% | ||
| Q1 25 | 21.7% | 3.2% | ||
| Q4 24 | 26.8% | 2.5% | ||
| Q3 24 | 25.6% | 2.3% | ||
| Q2 24 | 23.4% | 2.9% | ||
| Q1 24 | 20.5% | 2.3% |
| Q4 25 | 21.9% | 2.2% | ||
| Q3 25 | 23.5% | 2.7% | ||
| Q2 25 | 24.3% | 2.5% | ||
| Q1 25 | 19.9% | 2.5% | ||
| Q4 24 | 21.7% | 2.3% | ||
| Q3 24 | 22.1% | 2.2% | ||
| Q2 24 | 20.7% | 2.2% | ||
| Q1 24 | 17.5% | 1.7% |
| Q4 25 | $3.10 | $0.75 | ||
| Q3 25 | $3.25 | $0.89 | ||
| Q2 25 | $3.25 | $0.87 | ||
| Q1 25 | $2.48 | $0.74 | ||
| Q4 24 | $2.82 | $0.70 | ||
| Q3 24 | $2.79 | $0.69 | ||
| Q2 24 | $2.44 | $0.66 | ||
| Q1 24 | $2.00 | $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 | $1.2B | $83.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.5B | $910.9M |
| Total Assets | $6.3B | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.2B | $83.5M | ||
| Q3 25 | $1.3B | $124.9M | ||
| Q2 25 | $1.4B | $126.2M | ||
| Q1 25 | $1.3B | $146.3M | ||
| Q4 24 | $1.2B | $110.5M | ||
| Q3 24 | $1.1B | $145.0M | ||
| Q2 24 | $935.6M | $185.5M | ||
| Q1 24 | $903.5M | $159.1M |
| Q4 25 | $3.5B | $910.9M | ||
| Q3 25 | $3.6B | $914.0M | ||
| Q2 25 | $3.5B | $906.4M | ||
| Q1 25 | $3.3B | $901.7M | ||
| Q4 24 | $3.2B | $900.7M | ||
| Q3 24 | $3.1B | $920.9M | ||
| Q2 24 | $3.0B | $924.3M | ||
| Q1 24 | $2.9B | $944.1M |
| Q4 25 | $6.3B | $1.7B | ||
| Q3 25 | $6.3B | $1.7B | ||
| Q2 25 | $6.1B | $1.8B | ||
| Q1 25 | $5.9B | $1.7B | ||
| Q4 24 | $5.9B | $1.7B | ||
| Q3 24 | $5.6B | $1.8B | ||
| Q2 24 | $5.4B | $1.8B | ||
| Q1 24 | $5.4B | $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 | $159.2M | $30.8M |
| Free Cash FlowOCF − Capex | $149.5M | $28.9M |
| FCF MarginFCF / Revenue | 18.2% | 3.8% |
| Capex IntensityCapex / Revenue | 1.2% | 0.3% |
| Cash ConversionOCF / Net Profit | 0.88× | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | $861.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $159.2M | $30.8M | ||
| Q3 25 | $208.1M | $23.2M | ||
| Q2 25 | $282.2M | — | ||
| Q1 25 | $256.6M | $66.1M | ||
| Q4 24 | $202.8M | $-6.2M | ||
| Q3 24 | $246.5M | $44.8M | ||
| Q2 24 | $159.0M | — | ||
| Q1 24 | $221.6M | $160.2M |
| Q4 25 | $149.5M | $28.9M | ||
| Q3 25 | $191.9M | $20.8M | ||
| Q2 25 | $273.7M | — | ||
| Q1 25 | $246.1M | $64.6M | ||
| Q4 24 | $194.7M | $-8.2M | ||
| Q3 24 | $240.4M | $42.5M | ||
| Q2 24 | $153.1M | — | ||
| Q1 24 | $212.2M | $157.7M |
| Q4 25 | 18.2% | 3.8% | ||
| Q3 25 | 23.7% | 2.8% | ||
| Q2 25 | 35.1% | — | ||
| Q1 25 | 33.7% | 9.2% | ||
| Q4 24 | 25.4% | -1.1% | ||
| Q3 24 | 32.2% | 5.5% | ||
| Q2 24 | 22.0% | — | ||
| Q1 24 | 31.1% | 21.0% |
| Q4 25 | 1.2% | 0.3% | ||
| Q3 25 | 2.0% | 0.3% | ||
| Q2 25 | 1.1% | 0.3% | ||
| Q1 25 | 1.4% | 0.2% | ||
| Q4 24 | 1.1% | 0.3% | ||
| Q3 24 | 0.8% | 0.3% | ||
| Q2 24 | 0.8% | 0.2% | ||
| Q1 24 | 1.4% | 0.3% |
| Q4 25 | 0.88× | 1.87× | ||
| Q3 25 | 1.09× | 1.17× | ||
| Q2 25 | 1.49× | — | ||
| Q1 25 | 1.76× | 3.79× | ||
| Q4 24 | 1.22× | -0.36× | ||
| Q3 24 | 1.49× | 2.64× | ||
| Q2 24 | 1.10× | — | ||
| Q1 24 | 1.86× | 12.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FFIV
| Services | $412.2M | 50% |
| Products | $410.3M | 50% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
