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Side-by-side financial comparison of GRACO INC (GGG) 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 $593.2M, roughly 1.3× GRACO INC). GRACO INC runs the higher net margin — 22.3% vs 2.2%, a 20.2% gap on every dollar of revenue. On growth, GRACO INC posted the faster year-over-year revenue change (8.1% vs 2.5%). GRACO INC produced more free cash flow last quarter ($184.3M vs $28.9M). Over the past eight quarters, GRACO INC's revenue compounded faster (9.8% CAGR vs 0.9%).
Graco Inc. is an American industrial company that specializes in the development and manufacturing of fluid-handling systems and products. The company is headquartered in Minneapolis, Minnesota, and markets its products to customers worldwide.
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.
GGG vs SCSC — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $593.2M | $766.5M |
| Net Profit | $132.5M | $16.5M |
| Gross Margin | 51.7% | 13.4% |
| Operating Margin | 26.7% | 2.3% |
| Net Margin | 22.3% | 2.2% |
| Revenue YoY | 8.1% | 2.5% |
| Net Profit YoY | 21.9% | -3.3% |
| EPS (diluted) | $0.78 | $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 | $593.2M | $766.5M | ||
| Q3 25 | $543.4M | $739.6M | ||
| Q2 25 | $571.8M | $812.9M | ||
| Q1 25 | $528.3M | $704.8M | ||
| Q4 24 | $548.7M | $747.5M | ||
| Q3 24 | $519.2M | $775.6M | ||
| Q2 24 | $553.2M | $746.1M | ||
| Q1 24 | $492.2M | $752.6M |
| Q4 25 | $132.5M | $16.5M | ||
| Q3 25 | $137.6M | $19.9M | ||
| Q2 25 | $127.6M | $20.1M | ||
| Q1 25 | $124.1M | $17.4M | ||
| Q4 24 | $108.7M | $17.1M | ||
| Q3 24 | $122.2M | $17.0M | ||
| Q2 24 | $133.0M | $16.1M | ||
| Q1 24 | $122.2M | $12.8M |
| Q4 25 | 51.7% | 13.4% | ||
| Q3 25 | 53.2% | 14.5% | ||
| Q2 25 | 52.4% | 12.9% | ||
| Q1 25 | 52.6% | 14.2% | ||
| Q4 24 | 50.9% | 13.6% | ||
| Q3 24 | 53.2% | 13.1% | ||
| Q2 24 | 54.4% | 13.0% | ||
| Q1 24 | 54.1% | 12.6% |
| Q4 25 | 26.7% | 2.3% | ||
| Q3 25 | 30.3% | 3.5% | ||
| Q2 25 | 27.5% | 3.3% | ||
| Q1 25 | 27.3% | 3.2% | ||
| Q4 24 | 23.7% | 2.5% | ||
| Q3 24 | 28.1% | 2.3% | ||
| Q2 24 | 29.2% | 2.9% | ||
| Q1 24 | 27.0% | 2.3% |
| Q4 25 | 22.3% | 2.2% | ||
| Q3 25 | 25.3% | 2.7% | ||
| Q2 25 | 22.3% | 2.5% | ||
| Q1 25 | 23.5% | 2.5% | ||
| Q4 24 | 19.8% | 2.3% | ||
| Q3 24 | 23.5% | 2.2% | ||
| Q2 24 | 24.0% | 2.2% | ||
| Q1 24 | 24.8% | 1.7% |
| Q4 25 | $0.78 | $0.75 | ||
| Q3 25 | $0.82 | $0.89 | ||
| Q2 25 | $0.76 | $0.87 | ||
| Q1 25 | $0.72 | $0.74 | ||
| Q4 24 | $0.63 | $0.70 | ||
| Q3 24 | $0.71 | $0.69 | ||
| Q2 24 | $0.77 | $0.66 | ||
| Q1 24 | $0.71 | $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 | $624.1M | $83.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $910.9M |
| Total Assets | $3.3B | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $624.1M | $83.5M | ||
| Q3 25 | $618.7M | $124.9M | ||
| Q2 25 | $534.9M | $126.2M | ||
| Q1 25 | $536.1M | $146.3M | ||
| Q4 24 | $675.3M | $110.5M | ||
| Q3 24 | $764.5M | $145.0M | ||
| Q2 24 | $666.0M | $185.5M | ||
| Q1 24 | $622.7M | $159.1M |
| Q4 25 | $2.7B | $910.9M | ||
| Q3 25 | $2.6B | $914.0M | ||
| Q2 25 | $2.5B | $906.4M | ||
| Q1 25 | $2.5B | $901.7M | ||
| Q4 24 | $2.6B | $900.7M | ||
| Q3 24 | $2.5B | $920.9M | ||
| Q2 24 | $2.4B | $924.3M | ||
| Q1 24 | $2.3B | $944.1M |
| Q4 25 | $3.3B | $1.7B | ||
| Q3 25 | $3.2B | $1.7B | ||
| Q2 25 | $3.0B | $1.8B | ||
| Q1 25 | $3.0B | $1.7B | ||
| Q4 24 | $3.1B | $1.7B | ||
| Q3 24 | $3.0B | $1.8B | ||
| Q2 24 | $2.9B | $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 | $196.3M | $30.8M |
| Free Cash FlowOCF − Capex | $184.3M | $28.9M |
| FCF MarginFCF / Revenue | 31.1% | 3.8% |
| Capex IntensityCapex / Revenue | 2.0% | 0.3% |
| Cash ConversionOCF / Net Profit | 1.48× | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | $637.9M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $196.3M | $30.8M | ||
| Q3 25 | $179.2M | $23.2M | ||
| Q2 25 | $182.7M | — | ||
| Q1 25 | $125.4M | $66.1M | ||
| Q4 24 | $185.2M | $-6.2M | ||
| Q3 24 | $178.6M | $44.8M | ||
| Q2 24 | $139.0M | — | ||
| Q1 24 | $118.9M | $160.2M |
| Q4 25 | $184.3M | $28.9M | ||
| Q3 25 | $175.7M | $20.8M | ||
| Q2 25 | $163.1M | — | ||
| Q1 25 | $114.8M | $64.6M | ||
| Q4 24 | $171.3M | $-8.2M | ||
| Q3 24 | $159.2M | $42.5M | ||
| Q2 24 | $102.7M | — | ||
| Q1 24 | $81.7M | $157.7M |
| Q4 25 | 31.1% | 3.8% | ||
| Q3 25 | 32.3% | 2.8% | ||
| Q2 25 | 28.5% | — | ||
| Q1 25 | 21.7% | 9.2% | ||
| Q4 24 | 31.2% | -1.1% | ||
| Q3 24 | 30.7% | 5.5% | ||
| Q2 24 | 18.6% | — | ||
| Q1 24 | 16.6% | 21.0% |
| Q4 25 | 2.0% | 0.3% | ||
| Q3 25 | 0.6% | 0.3% | ||
| Q2 25 | 3.4% | 0.3% | ||
| Q1 25 | 2.0% | 0.2% | ||
| Q4 24 | 2.5% | 0.3% | ||
| Q3 24 | 3.7% | 0.3% | ||
| Q2 24 | 6.6% | 0.2% | ||
| Q1 24 | 7.6% | 0.3% |
| Q4 25 | 1.48× | 1.87× | ||
| Q3 25 | 1.30× | 1.17× | ||
| Q2 25 | 1.43× | — | ||
| Q1 25 | 1.01× | 3.79× | ||
| Q4 24 | 1.70× | -0.36× | ||
| Q3 24 | 1.46× | 2.64× | ||
| Q2 24 | 1.05× | — | ||
| Q1 24 | 0.97× | 12.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GGG
| Industrial | $284.3M | 48% |
| Contractor | $265.5M | 45% |
| Other | $43.4M | 7% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
