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Side-by-side financial comparison of Noble Corp plc (NE) 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 $764.4M, roughly 1.0× Noble Corp plc). Noble Corp plc runs the higher net margin — 11.3% vs 2.2%, a 9.2% gap on every dollar of revenue. On growth, SCANSOURCE, INC. posted the faster year-over-year revenue change (2.5% vs -17.6%). Noble Corp plc produced more free cash flow last quarter ($35.4M vs $28.9M). Over the past eight quarters, Noble Corp plc's revenue compounded faster (9.5% CAGR vs 0.9%).
Barnes & Noble Booksellers is an American bookseller with the largest number of retail outlets in the United States. The company operates approximately 700+ retail stores across the United States.
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.
NE vs SCSC — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $764.4M | $766.5M |
| Net Profit | $86.6M | $16.5M |
| Gross Margin | — | 13.4% |
| Operating Margin | 5.6% | 2.3% |
| Net Margin | 11.3% | 2.2% |
| Revenue YoY | -17.6% | 2.5% |
| Net Profit YoY | -10.4% | -3.3% |
| EPS (diluted) | $0.54 | $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 | $764.4M | $766.5M | ||
| Q3 25 | $798.0M | $739.6M | ||
| Q2 25 | $848.7M | $812.9M | ||
| Q1 25 | $874.5M | $704.8M | ||
| Q4 24 | $927.3M | $747.5M | ||
| Q3 24 | $800.5M | $775.6M | ||
| Q2 24 | $692.8M | $746.1M | ||
| Q1 24 | $637.1M | $752.6M |
| Q4 25 | $86.6M | $16.5M | ||
| Q3 25 | $-21.1M | $19.9M | ||
| Q2 25 | $42.9M | $20.1M | ||
| Q1 25 | $108.3M | $17.4M | ||
| Q4 24 | $96.6M | $17.1M | ||
| Q3 24 | $61.2M | $17.0M | ||
| Q2 24 | $195.0M | $16.1M | ||
| Q1 24 | $95.5M | $12.8M |
| 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 24 | — | 12.6% |
| Q4 25 | 5.6% | 2.3% | ||
| Q3 25 | 6.3% | 3.5% | ||
| Q2 25 | 15.9% | 3.3% | ||
| Q1 25 | 21.4% | 3.2% | ||
| Q4 24 | 18.4% | 2.5% | ||
| Q3 24 | 14.4% | 2.3% | ||
| Q2 24 | 30.3% | 2.9% | ||
| Q1 24 | 16.9% | 2.3% |
| Q4 25 | 11.3% | 2.2% | ||
| Q3 25 | -2.6% | 2.7% | ||
| Q2 25 | 5.1% | 2.5% | ||
| Q1 25 | 12.4% | 2.5% | ||
| Q4 24 | 10.4% | 2.3% | ||
| Q3 24 | 7.6% | 2.2% | ||
| Q2 24 | 28.1% | 2.2% | ||
| Q1 24 | 15.0% | 1.7% |
| Q4 25 | $0.54 | $0.75 | ||
| Q3 25 | $-0.13 | $0.89 | ||
| Q2 25 | $0.27 | $0.87 | ||
| Q1 25 | $0.67 | $0.74 | ||
| Q4 24 | $0.56 | $0.70 | ||
| Q3 24 | $0.40 | $0.69 | ||
| Q2 24 | $1.34 | $0.66 | ||
| Q1 24 | $0.66 | $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 | $471.4M | $83.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $4.5B | $910.9M |
| Total Assets | $7.5B | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $471.4M | $83.5M | ||
| Q3 25 | $477.9M | $124.9M | ||
| Q2 25 | $338.2M | $126.2M | ||
| Q1 25 | $303.8M | $146.3M | ||
| Q4 24 | $247.3M | $110.5M | ||
| Q3 24 | $391.9M | $145.0M | ||
| Q2 24 | $162.9M | $185.5M | ||
| Q1 24 | $212.5M | $159.1M |
| Q4 25 | $4.5B | $910.9M | ||
| Q3 25 | $4.5B | $914.0M | ||
| Q2 25 | $4.6B | $906.4M | ||
| Q1 25 | $4.7B | $901.7M | ||
| Q4 24 | $4.7B | $900.7M | ||
| Q3 24 | $4.7B | $920.9M | ||
| Q2 24 | $4.0B | $924.3M | ||
| Q1 24 | $3.9B | $944.1M |
| Q4 25 | $7.5B | $1.7B | ||
| Q3 25 | $7.6B | $1.7B | ||
| Q2 25 | $7.7B | $1.8B | ||
| Q1 25 | $7.9B | $1.7B | ||
| Q4 24 | $8.0B | $1.7B | ||
| Q3 24 | $8.0B | $1.8B | ||
| Q2 24 | $5.6B | $1.8B | ||
| Q1 24 | $5.4B | $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 | $187.1M | $30.8M |
| Free Cash FlowOCF − Capex | $35.4M | $28.9M |
| FCF MarginFCF / Revenue | 4.6% | 3.8% |
| Capex IntensityCapex / Revenue | 19.9% | 0.3% |
| Cash ConversionOCF / Net Profit | 2.16× | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | $432.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $187.1M | $30.8M | ||
| Q3 25 | $277.1M | $23.2M | ||
| Q2 25 | $216.4M | — | ||
| Q1 25 | $271.1M | $66.1M | ||
| Q4 24 | $136.2M | $-6.2M | ||
| Q3 24 | $283.8M | $44.8M | ||
| Q2 24 | $106.8M | — | ||
| Q1 24 | $128.7M | $160.2M |
| Q4 25 | $35.4M | $28.9M | ||
| Q3 25 | $139.5M | $20.8M | ||
| Q2 25 | $99.8M | — | ||
| Q1 25 | $157.5M | $64.6M | ||
| Q4 24 | $-4.4M | $-8.2M | ||
| Q3 24 | $156.8M | $42.5M | ||
| Q2 24 | $-34.3M | — | ||
| Q1 24 | $-37.9M | $157.7M |
| Q4 25 | 4.6% | 3.8% | ||
| Q3 25 | 17.5% | 2.8% | ||
| Q2 25 | 11.8% | — | ||
| Q1 25 | 18.0% | 9.2% | ||
| Q4 24 | -0.5% | -1.1% | ||
| Q3 24 | 19.6% | 5.5% | ||
| Q2 24 | -4.9% | — | ||
| Q1 24 | -6.0% | 21.0% |
| Q4 25 | 19.9% | 0.3% | ||
| Q3 25 | 17.3% | 0.3% | ||
| Q2 25 | 13.7% | 0.3% | ||
| Q1 25 | 13.0% | 0.2% | ||
| Q4 24 | 15.2% | 0.3% | ||
| Q3 24 | 15.9% | 0.3% | ||
| Q2 24 | 20.4% | 0.2% | ||
| Q1 24 | 26.2% | 0.3% |
| Q4 25 | 2.16× | 1.87× | ||
| Q3 25 | — | 1.17× | ||
| Q2 25 | 5.05× | — | ||
| Q1 25 | 2.50× | 3.79× | ||
| Q4 24 | 1.41× | -0.36× | ||
| Q3 24 | 4.64× | 2.64× | ||
| Q2 24 | 0.55× | — | ||
| Q1 24 | 1.35× | 12.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NE
| Floaters | $559.8M | 73% |
| Jackups | $145.5M | 19% |
| Service Other | $59.1M | 8% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
