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Side-by-side financial comparison of M/I HOMES, INC. (MHO) and SCANSOURCE, INC. (SCSC). Click either name above to swap in a different company.
M/I HOMES, INC. is the larger business by last-quarter revenue ($1.1B vs $766.5M, roughly 1.5× SCANSOURCE, INC.). M/I HOMES, INC. runs the higher net margin — 5.6% vs 2.2%, a 3.4% gap on every dollar of revenue. On growth, SCANSOURCE, INC. posted the faster year-over-year revenue change (2.5% vs -4.8%). SCANSOURCE, INC. produced more free cash flow last quarter ($28.9M vs $-13.0M). Over the past eight quarters, M/I HOMES, INC.'s revenue compounded faster (4.7% CAGR vs 0.9%).
M/I Homes, Inc. is a leading U.S. residential construction company that designs, builds and sells single-family homes, townhomes and duplexes across multiple U.S. states. It caters to entry-level, move-up and luxury homebuyers, offering energy-efficient designs, flexible floor plans and personalized customization options.
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.
MHO vs SCSC — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | ||
|---|---|---|
| Revenue | $1.1B | $766.5M |
| Net Profit | $64.0M | $16.5M |
| Gross Margin | 17.4% | 13.4% |
| Operating Margin | 6.5% | 2.3% |
| Net Margin | 5.6% | 2.2% |
| Revenue YoY | -4.8% | 2.5% |
| Net Profit YoY | -52.1% | -3.3% |
| EPS (diluted) | $2.42 | $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 | $1.1B | $766.5M | ||
| Q3 25 | $1.1B | $739.6M | ||
| Q2 25 | $1.2B | $812.9M | ||
| Q1 25 | $976.1M | $704.8M | ||
| Q4 24 | $1.2B | $747.5M | ||
| Q3 24 | $1.1B | $775.6M | ||
| Q2 24 | $1.1B | $746.1M | ||
| Q1 24 | $1.0B | $752.6M |
| Q4 25 | $64.0M | $16.5M | ||
| Q3 25 | $106.5M | $19.9M | ||
| Q2 25 | $121.2M | $20.1M | ||
| Q1 25 | $111.2M | $17.4M | ||
| Q4 24 | $133.5M | $17.1M | ||
| Q3 24 | $145.4M | $17.0M | ||
| Q2 24 | $146.7M | $16.1M | ||
| Q1 24 | $138.1M | $12.8M |
| Q4 25 | 17.4% | 13.4% | ||
| Q3 25 | 24.5% | 14.5% | ||
| Q2 25 | 24.7% | 12.9% | ||
| Q1 25 | 25.9% | 14.2% | ||
| Q4 24 | 24.6% | 13.6% | ||
| Q3 24 | 27.1% | 13.1% | ||
| Q2 24 | 27.9% | 13.0% | ||
| Q1 24 | 27.1% | 12.6% |
| Q4 25 | 6.5% | 2.3% | ||
| Q3 25 | 12.0% | 3.5% | ||
| Q2 25 | 13.4% | 3.3% | ||
| Q1 25 | 14.4% | 3.2% | ||
| Q4 24 | 13.6% | 2.5% | ||
| Q3 24 | 15.9% | 2.3% | ||
| Q2 24 | 16.8% | 2.9% | ||
| Q1 24 | 16.6% | 2.3% |
| Q4 25 | 5.6% | 2.2% | ||
| Q3 25 | 9.4% | 2.7% | ||
| Q2 25 | 10.4% | 2.5% | ||
| Q1 25 | 11.4% | 2.5% | ||
| Q4 24 | 11.1% | 2.3% | ||
| Q3 24 | 12.7% | 2.2% | ||
| Q2 24 | 13.2% | 2.2% | ||
| Q1 24 | 13.2% | 1.7% |
| Q4 25 | $2.42 | $0.75 | ||
| Q3 25 | $3.92 | $0.89 | ||
| Q2 25 | $4.42 | $0.87 | ||
| Q1 25 | $3.98 | $0.74 | ||
| Q4 24 | $4.71 | $0.70 | ||
| Q3 24 | $5.10 | $0.69 | ||
| Q2 24 | $5.12 | $0.66 | ||
| Q1 24 | $4.78 | $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 | $3.2B | $910.9M |
| Total Assets | $4.8B | $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 | — | $110.5M | ||
| Q3 24 | — | $145.0M | ||
| Q2 24 | — | $185.5M | ||
| Q1 24 | — | $159.1M |
| Q4 25 | $3.2B | $910.9M | ||
| Q3 25 | $3.1B | $914.0M | ||
| Q2 25 | $3.1B | $906.4M | ||
| Q1 25 | $3.0B | $901.7M | ||
| Q4 24 | $2.9B | $900.7M | ||
| Q3 24 | $2.8B | $920.9M | ||
| Q2 24 | $2.7B | $924.3M | ||
| Q1 24 | $2.6B | $944.1M |
| Q4 25 | $4.8B | $1.7B | ||
| Q3 25 | $4.8B | $1.7B | ||
| Q2 25 | $4.7B | $1.8B | ||
| Q1 25 | $4.6B | $1.7B | ||
| Q4 24 | $4.5B | $1.7B | ||
| Q3 24 | $4.5B | $1.8B | ||
| Q2 24 | $4.3B | $1.8B | ||
| Q1 24 | $4.2B | $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 | $-8.7M | $30.8M |
| Free Cash FlowOCF − Capex | $-13.0M | $28.9M |
| FCF MarginFCF / Revenue | -1.1% | 3.8% |
| Capex IntensityCapex / Revenue | 0.4% | 0.3% |
| Cash ConversionOCF / Net Profit | -0.14× | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | $127.7M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-8.7M | $30.8M | ||
| Q3 25 | $43.4M | $23.2M | ||
| Q2 25 | $37.8M | — | ||
| Q1 25 | $64.9M | $66.1M | ||
| Q4 24 | $104.4M | $-6.2M | ||
| Q3 24 | $-67.9M | $44.8M | ||
| Q2 24 | $27.5M | — | ||
| Q1 24 | $115.8M | $160.2M |
| Q4 25 | $-13.0M | $28.9M | ||
| Q3 25 | $42.0M | $20.8M | ||
| Q2 25 | $35.1M | — | ||
| Q1 25 | $63.5M | $64.6M | ||
| Q4 24 | $102.3M | $-8.2M | ||
| Q3 24 | $-68.5M | $42.5M | ||
| Q2 24 | $22.0M | — | ||
| Q1 24 | $115.5M | $157.7M |
| Q4 25 | -1.1% | 3.8% | ||
| Q3 25 | 3.7% | 2.8% | ||
| Q2 25 | 3.0% | — | ||
| Q1 25 | 6.5% | 9.2% | ||
| Q4 24 | 8.5% | -1.1% | ||
| Q3 24 | -6.0% | 5.5% | ||
| Q2 24 | 2.0% | — | ||
| Q1 24 | 11.0% | 21.0% |
| Q4 25 | 0.4% | 0.3% | ||
| Q3 25 | 0.1% | 0.3% | ||
| Q2 25 | 0.2% | 0.3% | ||
| Q1 25 | 0.1% | 0.2% | ||
| Q4 24 | 0.2% | 0.3% | ||
| Q3 24 | 0.1% | 0.3% | ||
| Q2 24 | 0.5% | 0.2% | ||
| Q1 24 | 0.0% | 0.3% |
| Q4 25 | -0.14× | 1.87× | ||
| Q3 25 | 0.41× | 1.17× | ||
| Q2 25 | 0.31× | — | ||
| Q1 25 | 0.58× | 3.79× | ||
| Q4 24 | 0.78× | -0.36× | ||
| Q3 24 | -0.47× | 2.64× | ||
| Q2 24 | 0.19× | — | ||
| Q1 24 | 0.84× | 12.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MHO
| Southern Homebuilding | $615.6M | 54% |
| Northern Homebuilding | $503.9M | 44% |
| Financial Service | $27.8M | 2% |
| Land | $4.7M | 0% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |