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Side-by-side financial comparison of Gaming & Leisure Properties, Inc. (GLPI) 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 $420.0M, roughly 1.8× Gaming & Leisure Properties, Inc.). Gaming & Leisure Properties, Inc. runs the higher net margin — 57.0% vs 2.2%, a 54.8% gap on every dollar of revenue. On growth, Gaming & Leisure Properties, Inc. posted the faster year-over-year revenue change (6.3% vs 2.5%). Over the past eight quarters, Gaming & Leisure Properties, Inc.'s revenue compounded faster (5.0% CAGR vs 0.9%).
Gaming and Leisure Properties, Inc. is a real estate investment trust (REIT) specializing in casino properties, based in Wyomissing, Pennsylvania. It was formed in November 2013 as a corporate spin-off from Penn National Gaming. The company owns 62 casino properties, all of which are leased to other companies.
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.
GLPI vs SCSC — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $420.0M | $766.5M |
| Net Profit | $239.4M | $16.5M |
| Gross Margin | — | 13.4% |
| Operating Margin | 79.4% | 2.3% |
| Net Margin | 57.0% | 2.2% |
| Revenue YoY | 6.3% | 2.5% |
| Net Profit YoY | 40.5% | -3.3% |
| EPS (diluted) | — | $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 | $420.0M | — | ||
| Q4 25 | $407.0M | $766.5M | ||
| Q3 25 | $397.6M | $739.6M | ||
| Q2 25 | $394.9M | $812.9M | ||
| Q1 25 | $395.2M | $704.8M | ||
| Q4 24 | $389.6M | $747.5M | ||
| Q3 24 | $385.3M | $775.6M | ||
| Q2 24 | $380.6M | $746.1M |
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $16.5M | ||
| Q3 25 | $241.2M | $19.9M | ||
| Q2 25 | $151.4M | $20.1M | ||
| Q1 25 | $165.2M | $17.4M | ||
| Q4 24 | $223.6M | $17.1M | ||
| Q3 24 | $184.7M | $17.0M | ||
| Q2 24 | $208.3M | $16.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | 13.4% | ||
| Q3 25 | — | 14.5% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | — | 14.2% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | — | 13.1% | ||
| Q2 24 | — | 13.0% |
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 2.3% | ||
| Q3 25 | 84.8% | 3.5% | ||
| Q2 25 | 61.3% | 3.3% | ||
| Q1 25 | 65.5% | 3.2% | ||
| Q4 24 | 79.1% | 2.5% | ||
| Q3 24 | 70.4% | 2.3% | ||
| Q2 24 | 77.1% | 2.9% |
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 2.2% | ||
| Q3 25 | 60.7% | 2.7% | ||
| Q2 25 | 38.4% | 2.5% | ||
| Q1 25 | 41.8% | 2.5% | ||
| Q4 24 | 57.4% | 2.3% | ||
| Q3 24 | 47.9% | 2.2% | ||
| Q2 24 | 54.7% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.75 | ||
| Q3 25 | $0.85 | $0.89 | ||
| Q2 25 | $0.54 | $0.87 | ||
| Q1 25 | $0.60 | $0.74 | ||
| Q4 24 | $0.79 | $0.70 | ||
| Q3 24 | $0.67 | $0.69 | ||
| Q2 24 | $0.77 | $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 | $274.5M | $83.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $5.0B | $910.9M |
| Total Assets | $13.8B | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $83.5M | ||
| Q3 25 | — | $124.9M | ||
| Q2 25 | — | $126.2M | ||
| Q1 25 | — | $146.3M | ||
| Q4 24 | $560.8M | $110.5M | ||
| Q3 24 | $560.8M | $145.0M | ||
| Q2 24 | $560.8M | $185.5M |
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | — | ||
| Q3 25 | $7.2B | — | ||
| Q2 25 | $6.9B | — | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $7.7B | — | ||
| Q3 24 | $7.4B | — | ||
| Q2 24 | $6.6B | — |
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $910.9M | ||
| Q3 25 | $4.6B | $914.0M | ||
| Q2 25 | $4.6B | $906.4M | ||
| Q1 25 | $4.2B | $901.7M | ||
| Q4 24 | $4.3B | $900.7M | ||
| Q3 24 | $4.3B | $920.9M | ||
| Q2 24 | $4.1B | $924.3M |
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $1.7B | ||
| Q3 25 | $12.8B | $1.7B | ||
| Q2 25 | $12.5B | $1.8B | ||
| Q1 25 | $12.1B | $1.7B | ||
| Q4 24 | $13.1B | $1.7B | ||
| Q3 24 | $12.7B | $1.8B | ||
| Q2 24 | $11.8B | $1.8B |
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | — | ||
| Q3 25 | 1.57× | — | ||
| Q2 25 | 1.51× | — | ||
| Q1 25 | 1.63× | — | ||
| Q4 24 | 1.81× | — | ||
| Q3 24 | 1.74× | — | ||
| Q2 24 | 1.60× | — |
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 | — | $28.9M |
| FCF MarginFCF / Revenue | — | 3.8% |
| Capex IntensityCapex / Revenue | — | 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 | $1.1B | $30.8M | ||
| Q3 25 | $240.3M | $23.2M | ||
| Q2 25 | $293.4M | — | ||
| Q1 25 | $252.5M | $66.1M | ||
| Q4 24 | $1.1B | $-6.2M | ||
| Q3 24 | $270.4M | $44.8M | ||
| Q2 24 | $252.1M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | $28.9M | ||
| Q3 25 | $183.0M | $20.8M | ||
| Q2 25 | $272.3M | — | ||
| Q1 25 | $239.6M | $64.6M | ||
| Q4 24 | $1.1B | $-8.2M | ||
| Q3 24 | $261.5M | $42.5M | ||
| Q2 24 | $245.0M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.8% | ||
| Q3 25 | 46.0% | 2.8% | ||
| Q2 25 | 69.0% | — | ||
| Q1 25 | 60.6% | 9.2% | ||
| Q4 24 | 275.3% | -1.1% | ||
| Q3 24 | 67.9% | 5.5% | ||
| Q2 24 | 64.4% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.3% | ||
| Q3 25 | 14.4% | 0.3% | ||
| Q2 25 | 5.3% | 0.3% | ||
| Q1 25 | 3.3% | 0.2% | ||
| Q4 24 | 0.0% | 0.3% | ||
| Q3 24 | 2.3% | 0.3% | ||
| Q2 24 | 1.9% | 0.2% |
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 1.87× | ||
| Q3 25 | 1.00× | 1.17× | ||
| Q2 25 | 1.94× | — | ||
| Q1 25 | 1.53× | 3.79× | ||
| Q4 24 | 4.80× | -0.36× | ||
| Q3 24 | 1.46× | 2.64× | ||
| Q2 24 | 1.21× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GLPI
Segment breakdown not available.
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
