vs
Side-by-side financial comparison of Microchip Technology (MCHP) and SCANSOURCE, INC. (SCSC). Click either name above to swap in a different company.
Microchip Technology is the larger business by last-quarter revenue ($1.2B vs $766.5M, roughly 1.5× SCANSOURCE, INC.). Microchip Technology runs the higher net margin — 5.3% vs 2.2%, a 3.1% gap on every dollar of revenue. On growth, Microchip Technology posted the faster year-over-year revenue change (15.6% vs 2.5%). Microchip Technology produced more free cash flow last quarter ($318.9M vs $28.9M). Over the past eight quarters, SCANSOURCE, INC.'s revenue compounded faster (0.9% CAGR vs -5.4%).
Microchip Technology Incorporated is an American publicly traded semiconductor corporation that manufactures microcontroller, mixed-signal, analog, and Flash-IP integrated circuits.
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.
MCHP vs SCSC — Head-to-Head
Income Statement — Q3 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $766.5M |
| Net Profit | $62.7M | $16.5M |
| Gross Margin | 59.6% | 13.4% |
| Operating Margin | 12.8% | 2.3% |
| Net Margin | 5.3% | 2.2% |
| Revenue YoY | 15.6% | 2.5% |
| Net Profit YoY | 217.0% | -3.3% |
| EPS (diluted) | $0.06 | $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 | $1.2B | $766.5M | ||
| Q3 25 | $1.1B | $739.6M | ||
| Q2 25 | $1.1B | $812.9M | ||
| Q1 25 | $970.5M | $704.8M | ||
| Q4 24 | $1.0B | $747.5M | ||
| Q3 24 | $1.2B | $775.6M | ||
| Q2 24 | $1.2B | $746.1M | ||
| Q1 24 | $1.3B | $752.6M |
| Q4 25 | $62.7M | $16.5M | ||
| Q3 25 | $41.7M | $19.9M | ||
| Q2 25 | $-18.6M | $20.1M | ||
| Q1 25 | $-154.6M | $17.4M | ||
| Q4 24 | $-53.6M | $17.1M | ||
| Q3 24 | $78.4M | $17.0M | ||
| Q2 24 | $129.3M | $16.1M | ||
| Q1 24 | $154.7M | $12.8M |
| Q4 25 | 59.6% | 13.4% | ||
| Q3 25 | 55.9% | 14.5% | ||
| Q2 25 | 53.6% | 12.9% | ||
| Q1 25 | 51.6% | 14.2% | ||
| Q4 24 | 54.7% | 13.6% | ||
| Q3 24 | 57.4% | 13.1% | ||
| Q2 24 | 59.4% | 13.0% | ||
| Q1 24 | 59.6% | 12.6% |
| Q4 25 | 12.8% | 2.3% | ||
| Q3 25 | 7.8% | 3.5% | ||
| Q2 25 | 3.0% | 3.3% | ||
| Q1 25 | -10.3% | 3.2% | ||
| Q4 24 | 3.0% | 2.5% | ||
| Q3 24 | 12.6% | 2.3% | ||
| Q2 24 | 17.7% | 2.9% | ||
| Q1 24 | 19.1% | 2.3% |
| Q4 25 | 5.3% | 2.2% | ||
| Q3 25 | 3.7% | 2.7% | ||
| Q2 25 | -1.7% | 2.5% | ||
| Q1 25 | -15.9% | 2.5% | ||
| Q4 24 | -5.2% | 2.3% | ||
| Q3 24 | 6.7% | 2.2% | ||
| Q2 24 | 10.4% | 2.2% | ||
| Q1 24 | 11.7% | 1.7% |
| Q4 25 | $0.06 | $0.75 | ||
| Q3 25 | $0.03 | $0.89 | ||
| Q2 25 | $-0.09 | $0.87 | ||
| Q1 25 | $-0.29 | $0.74 | ||
| Q4 24 | $-0.10 | $0.70 | ||
| Q3 24 | $0.14 | $0.69 | ||
| Q2 24 | $0.24 | $0.66 | ||
| Q1 24 | $0.29 | $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 | $250.7M | $83.5M |
| Total DebtLower is stronger | $5.4B | — |
| Stockholders' EquityBook value | $6.6B | $910.9M |
| Total Assets | $14.3B | $1.7B |
| Debt / EquityLower = less leverage | 0.82× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $250.7M | $83.5M | ||
| Q3 25 | $236.8M | $124.9M | ||
| Q2 25 | $566.5M | $126.2M | ||
| Q1 25 | $771.7M | $146.3M | ||
| Q4 24 | $586.0M | $110.5M | ||
| Q3 24 | $286.1M | $145.0M | ||
| Q2 24 | $315.1M | $185.5M | ||
| Q1 24 | $319.7M | $159.1M |
| Q4 25 | $5.4B | — | ||
| Q3 25 | $5.4B | — | ||
| Q2 25 | $5.5B | — | ||
| Q1 25 | $5.6B | — | ||
| Q4 24 | $6.7B | — | ||
| Q3 24 | $6.4B | — | ||
| Q2 24 | $6.2B | — | ||
| Q1 24 | $6.0B | — |
| Q4 25 | $6.6B | $910.9M | ||
| Q3 25 | $6.7B | $914.0M | ||
| Q2 25 | $6.9B | $906.4M | ||
| Q1 25 | $7.1B | $901.7M | ||
| Q4 24 | $6.0B | $900.7M | ||
| Q3 24 | $6.3B | $920.9M | ||
| Q2 24 | $6.4B | $924.3M | ||
| Q1 24 | $6.7B | $944.1M |
| Q4 25 | $14.3B | $1.7B | ||
| Q3 25 | $14.5B | $1.7B | ||
| Q2 25 | $15.0B | $1.8B | ||
| Q1 25 | $15.4B | $1.7B | ||
| Q4 24 | $15.6B | $1.7B | ||
| Q3 24 | $15.6B | $1.8B | ||
| Q2 24 | $15.8B | $1.8B | ||
| Q1 24 | $15.9B | $1.8B |
| Q4 25 | 0.82× | — | ||
| Q3 25 | 0.80× | — | ||
| Q2 25 | 0.80× | — | ||
| Q1 25 | 0.80× | — | ||
| Q4 24 | 1.12× | — | ||
| Q3 24 | 1.02× | — | ||
| Q2 24 | 0.96× | — | ||
| Q1 24 | 0.90× | — |
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 | $341.4M | $30.8M |
| Free Cash FlowOCF − Capex | $318.9M | $28.9M |
| FCF MarginFCF / Revenue | 26.9% | 3.8% |
| Capex IntensityCapex / Revenue | 1.9% | 0.3% |
| Cash ConversionOCF / Net Profit | 5.44× | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | $819.9M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $341.4M | $30.8M | ||
| Q3 25 | $88.1M | $23.2M | ||
| Q2 25 | $275.6M | — | ||
| Q1 25 | $205.9M | $66.1M | ||
| Q4 24 | $271.5M | $-6.2M | ||
| Q3 24 | $43.6M | $44.8M | ||
| Q2 24 | $377.1M | — | ||
| Q1 24 | $430.0M | $160.2M |
| Q4 25 | $318.9M | $28.9M | ||
| Q3 25 | $51.6M | $20.8M | ||
| Q2 25 | $257.7M | — | ||
| Q1 25 | $191.7M | $64.6M | ||
| Q4 24 | $253.4M | $-8.2M | ||
| Q3 24 | $22.8M | $42.5M | ||
| Q2 24 | $304.2M | — | ||
| Q1 24 | $389.9M | $157.7M |
| Q4 25 | 26.9% | 3.8% | ||
| Q3 25 | 4.5% | 2.8% | ||
| Q2 25 | 24.0% | — | ||
| Q1 25 | 19.8% | 9.2% | ||
| Q4 24 | 24.7% | -1.1% | ||
| Q3 24 | 2.0% | 5.5% | ||
| Q2 24 | 24.5% | — | ||
| Q1 24 | 29.4% | 21.0% |
| Q4 25 | 1.9% | 0.3% | ||
| Q3 25 | 3.2% | 0.3% | ||
| Q2 25 | 1.7% | 0.3% | ||
| Q1 25 | 1.5% | 0.2% | ||
| Q4 24 | 1.8% | 0.3% | ||
| Q3 24 | 1.8% | 0.3% | ||
| Q2 24 | 5.9% | 0.2% | ||
| Q1 24 | 3.0% | 0.3% |
| Q4 25 | 5.44× | 1.87× | ||
| Q3 25 | 2.11× | 1.17× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.79× | ||
| Q4 24 | — | -0.36× | ||
| Q3 24 | 0.56× | 2.64× | ||
| Q2 24 | 2.92× | — | ||
| Q1 24 | 2.78× | 12.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MCHP
| Mixed Signal Microcontrollers | $586.5M | 49% |
| Analog | $322.9M | 27% |
| Other Product Line | $276.6M | 23% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
