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Side-by-side financial comparison of Mobileye Global Inc. (MBLY) 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 $558.0M, roughly 1.4× Mobileye Global Inc.). On growth, Mobileye Global Inc. posted the faster year-over-year revenue change (27.4% vs 2.5%). Over the past eight quarters, Mobileye Global Inc.'s revenue compounded faster (12.7% CAGR vs 0.9%).
Mobileye Global Inc. is a United States-domiciled, Israel-headquartered autonomous driving company. It is developing self-driving technologies and advanced driver-assistance systems (ADAS) including cameras, computer chips, and software. Mobileye was acquired by Intel in 2017 and went public again in 2022.
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.
MBLY vs SCSC — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $558.0M | $766.5M |
| Net Profit | — | $16.5M |
| Gross Margin | 49.3% | 13.4% |
| Operating Margin | -647.5% | 2.3% |
| Net Margin | — | 2.2% |
| Revenue YoY | 27.4% | 2.5% |
| Net Profit YoY | — | -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 | $558.0M | — | ||
| Q4 25 | $446.0M | $766.5M | ||
| Q3 25 | $504.0M | $739.6M | ||
| Q2 25 | $506.0M | $812.9M | ||
| Q1 25 | $438.0M | $704.8M | ||
| Q4 24 | $490.0M | $747.5M | ||
| Q3 24 | $486.0M | $775.6M | ||
| Q2 24 | $439.0M | $746.1M |
| Q1 26 | — | — | ||
| Q4 25 | $-127.0M | $16.5M | ||
| Q3 25 | $-96.0M | $19.9M | ||
| Q2 25 | $-67.0M | $20.1M | ||
| Q1 25 | $-102.0M | $17.4M | ||
| Q4 24 | $-71.0M | $17.1M | ||
| Q3 24 | $-2.7B | $17.0M | ||
| Q2 24 | $-86.0M | $16.1M |
| Q1 26 | 49.3% | — | ||
| Q4 25 | 45.3% | 13.4% | ||
| Q3 25 | 48.2% | 14.5% | ||
| Q2 25 | 49.8% | 12.9% | ||
| Q1 25 | 47.3% | 14.2% | ||
| Q4 24 | 49.2% | 13.6% | ||
| Q3 24 | 48.8% | 13.1% | ||
| Q2 24 | 47.6% | 13.0% |
| Q1 26 | -647.5% | — | ||
| Q4 25 | -31.4% | 2.3% | ||
| Q3 25 | -21.6% | 3.5% | ||
| Q2 25 | -14.6% | 3.3% | ||
| Q1 25 | -26.7% | 3.2% | ||
| Q4 24 | -17.6% | 2.5% | ||
| Q3 24 | -577.6% | 2.3% | ||
| Q2 24 | -21.4% | 2.9% |
| Q1 26 | — | — | ||
| Q4 25 | -28.5% | 2.2% | ||
| Q3 25 | -19.0% | 2.7% | ||
| Q2 25 | -13.2% | 2.5% | ||
| Q1 25 | -23.3% | 2.5% | ||
| Q4 24 | -14.5% | 2.3% | ||
| Q3 24 | -558.6% | 2.2% | ||
| Q2 24 | -19.6% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | $-0.15 | $0.75 | ||
| Q3 25 | $-0.12 | $0.89 | ||
| Q2 25 | $-0.08 | $0.87 | ||
| Q1 25 | $-0.13 | $0.74 | ||
| Q4 24 | $-0.09 | $0.70 | ||
| Q3 24 | $-3.35 | $0.69 | ||
| Q2 24 | $-0.11 | $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 | $1.2B | $83.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $8.2B | $910.9M |
| Total Assets | $8.7B | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.8B | $83.5M | ||
| Q3 25 | $1.7B | $124.9M | ||
| Q2 25 | $1.7B | $126.2M | ||
| Q1 25 | $1.5B | $146.3M | ||
| Q4 24 | $1.4B | $110.5M | ||
| Q3 24 | $1.3B | $145.0M | ||
| Q2 24 | $1.2B | $185.5M |
| Q1 26 | $8.2B | — | ||
| Q4 25 | $11.9B | $910.9M | ||
| Q3 25 | $11.9B | $914.0M | ||
| Q2 25 | $12.1B | $906.4M | ||
| Q1 25 | $12.0B | $901.7M | ||
| Q4 24 | $12.1B | $900.7M | ||
| Q3 24 | $12.1B | $920.9M | ||
| Q2 24 | $14.7B | $924.3M |
| Q1 26 | $8.7B | — | ||
| Q4 25 | $12.5B | $1.7B | ||
| Q3 25 | $12.5B | $1.7B | ||
| Q2 25 | $12.6B | $1.8B | ||
| Q1 25 | $12.5B | $1.7B | ||
| Q4 24 | $12.6B | $1.7B | ||
| Q3 24 | $12.6B | $1.8B | ||
| Q2 24 | $15.3B | $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 | $75.0M | $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 | $75.0M | — | ||
| Q4 25 | $113.0M | $30.8M | ||
| Q3 25 | $167.0M | $23.2M | ||
| Q2 25 | $213.0M | — | ||
| Q1 25 | $109.0M | $66.1M | ||
| Q4 24 | $204.0M | $-6.2M | ||
| Q3 24 | $126.0M | $44.8M | ||
| Q2 24 | $30.0M | — |
| Q1 26 | — | — | ||
| Q4 25 | $86.0M | $28.9M | ||
| Q3 25 | $143.0M | $20.8M | ||
| Q2 25 | $199.0M | — | ||
| Q1 25 | $95.0M | $64.6M | ||
| Q4 24 | $191.0M | $-8.2M | ||
| Q3 24 | $104.0M | $42.5M | ||
| Q2 24 | $6.0M | — |
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | 3.8% | ||
| Q3 25 | 28.4% | 2.8% | ||
| Q2 25 | 39.3% | — | ||
| Q1 25 | 21.7% | 9.2% | ||
| Q4 24 | 39.0% | -1.1% | ||
| Q3 24 | 21.4% | 5.5% | ||
| Q2 24 | 1.4% | — |
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 0.3% | ||
| Q3 25 | 4.8% | 0.3% | ||
| Q2 25 | 2.8% | 0.3% | ||
| Q1 25 | 3.2% | 0.2% | ||
| Q4 24 | 2.7% | 0.3% | ||
| Q3 24 | 4.5% | 0.3% | ||
| Q2 24 | 5.5% | 0.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.87× | ||
| Q3 25 | — | 1.17× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.79× | ||
| Q4 24 | — | -0.36× | ||
| Q3 24 | — | 2.64× | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MBLY
Segment breakdown not available.
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
