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Side-by-side financial comparison of Lineage, Inc. (LINE) and SCANSOURCE, INC. (SCSC). Click either name above to swap in a different company.
Lineage, Inc. is the larger business by last-quarter revenue ($1.4B vs $766.5M, roughly 1.8× SCANSOURCE, INC.). SCANSOURCE, INC. runs the higher net margin — 2.2% vs -7.3%, a 9.4% gap on every dollar of revenue. On growth, Lineage, Inc. posted the faster year-over-year revenue change (3.1% vs 2.5%). Lineage, Inc. produced more free cash flow last quarter ($35.0M vs $28.9M).
Norwegian Cruise Line Holdings (NCLH) is a holding company that is based in the United States and domiciled in Bermuda. It operates three cruise lines as wholly owned subsidiaries: Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. With its subsidiaries combined, it is the third-largest cruise operator in the world. It is a publicly traded company 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.
LINE vs SCSC — Head-to-Head
Income Statement — Q3 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $766.5M |
| Net Profit | $-100.0M | $16.5M |
| Gross Margin | 32.3% | 13.4% |
| Operating Margin | 2.5% | 2.3% |
| Net Margin | -7.3% | 2.2% |
| Revenue YoY | 3.1% | 2.5% |
| Net Profit YoY | 79.4% | -3.3% |
| EPS (diluted) | $-0.44 | $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 | — | $766.5M | ||
| Q3 25 | $1.4B | $739.6M | ||
| Q2 25 | $1.4B | $812.9M | ||
| Q1 25 | $1.3B | $704.8M | ||
| Q4 24 | $1.3B | $747.5M | ||
| Q3 24 | $1.3B | $775.6M | ||
| Q2 24 | $1.3B | $746.1M | ||
| Q1 24 | $1.3B | $752.6M |
| Q4 25 | — | $16.5M | ||
| Q3 25 | $-100.0M | $19.9M | ||
| Q2 25 | $-6.0M | $20.1M | ||
| Q1 25 | $0 | $17.4M | ||
| Q4 24 | $-71.0M | $17.1M | ||
| Q3 24 | $-485.0M | $17.0M | ||
| Q2 24 | $-68.0M | $16.1M | ||
| Q1 24 | $-40.0M | $12.8M |
| Q4 25 | — | 13.4% | ||
| Q3 25 | 32.3% | 14.5% | ||
| Q2 25 | 31.9% | 12.9% | ||
| Q1 25 | 32.2% | 14.2% | ||
| Q4 24 | 32.3% | 13.6% | ||
| Q3 24 | 32.8% | 13.1% | ||
| Q2 24 | 33.4% | 13.0% | ||
| Q1 24 | 33.4% | 12.6% |
| Q4 25 | — | 2.3% | ||
| Q3 25 | 2.5% | 3.5% | ||
| Q2 25 | 1.7% | 3.3% | ||
| Q1 25 | 4.3% | 3.2% | ||
| Q4 24 | -1.6% | 2.5% | ||
| Q3 24 | -38.6% | 2.3% | ||
| Q2 24 | 5.5% | 2.9% | ||
| Q1 24 | 7.6% | 2.3% |
| Q4 25 | — | 2.2% | ||
| Q3 25 | -7.3% | 2.7% | ||
| Q2 25 | -0.4% | 2.5% | ||
| Q1 25 | — | 2.5% | ||
| Q4 24 | -5.3% | 2.3% | ||
| Q3 24 | -36.3% | 2.2% | ||
| Q2 24 | -5.1% | 2.2% | ||
| Q1 24 | -3.0% | 1.7% |
| Q4 25 | — | $0.75 | ||
| Q3 25 | $-0.44 | $0.89 | ||
| Q2 25 | $-0.03 | $0.87 | ||
| Q1 25 | $0.01 | $0.74 | ||
| Q4 24 | $-0.52 | $0.70 | ||
| Q3 24 | $-2.44 | $0.69 | ||
| Q2 24 | $-0.46 | $0.66 | ||
| Q1 24 | $-0.28 | $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 | — | $83.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $8.4B | $910.9M |
| Total Assets | $19.2B | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $83.5M | ||
| Q3 25 | — | $124.9M | ||
| Q2 25 | — | $126.2M | ||
| Q1 25 | — | $146.3M | ||
| Q4 24 | $173.0M | $110.5M | ||
| Q3 24 | $409.0M | $145.0M | ||
| Q2 24 | $73.0M | $185.5M | ||
| Q1 24 | — | $159.1M |
| Q4 25 | — | $910.9M | ||
| Q3 25 | $8.4B | $914.0M | ||
| Q2 25 | $8.6B | $906.4M | ||
| Q1 25 | $8.6B | $901.7M | ||
| Q4 24 | $8.6B | $900.7M | ||
| Q3 24 | $9.0B | $920.9M | ||
| Q2 24 | $4.9B | $924.3M | ||
| Q1 24 | $5.6B | $944.1M |
| Q4 25 | — | $1.7B | ||
| Q3 25 | $19.2B | $1.7B | ||
| Q2 25 | $19.4B | $1.8B | ||
| Q1 25 | $18.8B | $1.7B | ||
| Q4 24 | $18.7B | $1.7B | ||
| Q3 24 | $19.3B | $1.8B | ||
| Q2 24 | $18.8B | $1.8B | ||
| Q1 24 | — | $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 | $230.0M | $30.8M |
| Free Cash FlowOCF − Capex | $35.0M | $28.9M |
| FCF MarginFCF / Revenue | 2.5% | 3.8% |
| Capex IntensityCapex / Revenue | 14.2% | 0.3% |
| Cash ConversionOCF / Net Profit | — | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $30.8M | ||
| Q3 25 | $230.0M | $23.2M | ||
| Q2 25 | $258.0M | — | ||
| Q1 25 | $139.0M | $66.1M | ||
| Q4 24 | — | $-6.2M | ||
| Q3 24 | $186.0M | $44.8M | ||
| Q2 24 | $155.0M | — | ||
| Q1 24 | $105.0M | $160.2M |
| Q4 25 | — | $28.9M | ||
| Q3 25 | $35.0M | $20.8M | ||
| Q2 25 | $95.0M | — | ||
| Q1 25 | $-12.0M | $64.6M | ||
| Q4 24 | — | $-8.2M | ||
| Q3 24 | $33.0M | $42.5M | ||
| Q2 24 | $-31.0M | — | ||
| Q1 24 | $-42.0M | $157.7M |
| Q4 25 | — | 3.8% | ||
| Q3 25 | 2.5% | 2.8% | ||
| Q2 25 | 7.0% | — | ||
| Q1 25 | -0.9% | 9.2% | ||
| Q4 24 | — | -1.1% | ||
| Q3 24 | 2.5% | 5.5% | ||
| Q2 24 | -2.3% | — | ||
| Q1 24 | -3.2% | 21.0% |
| Q4 25 | — | 0.3% | ||
| Q3 25 | 14.2% | 0.3% | ||
| Q2 25 | 12.1% | 0.3% | ||
| Q1 25 | 11.7% | 0.2% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | 11.5% | 0.3% | ||
| Q2 24 | 13.9% | 0.2% | ||
| Q1 24 | 11.1% | 0.3% |
| Q4 25 | — | 1.87× | ||
| Q3 25 | — | 1.17× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.79× | ||
| Q4 24 | — | -0.36× | ||
| Q3 24 | — | 2.64× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 12.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LINE
| Warehousing Operations | $883.0M | 64% |
| Other | $308.0M | 22% |
| Warehouse Lease | $60.0M | 4% |
| Food Sales | $52.0M | 4% |
| E Commerce And Other | $46.0M | 3% |
| Railcar Lease | $23.0M | 2% |
| Service Other | $5.0M | 0% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
