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Side-by-side financial comparison of NEW JERSEY RESOURCES CORP (NJR) 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 $440.9M, roughly 1.7× NEW JERSEY RESOURCES CORP). NEW JERSEY RESOURCES CORP runs the higher net margin — 27.8% vs 2.2%, a 25.6% gap on every dollar of revenue. On growth, NEW JERSEY RESOURCES CORP posted the faster year-over-year revenue change (22.8% vs 2.5%). Over the past eight quarters, SCANSOURCE, INC.'s revenue compounded faster (0.9% CAGR vs 0.9%).
New Jersey Resources is an energy services holding company based in Wall Township, New Jersey. It is a Fortune 1000 company, and a member of the Forbes Platinum 400. New Jersey Natural Gas is its principal subsidiary.
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.
NJR vs SCSC — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $440.9M | $766.5M |
| Net Profit | $122.5M | $16.5M |
| Gross Margin | — | 13.4% |
| Operating Margin | 40.6% | 2.3% |
| Net Margin | 27.8% | 2.2% |
| Revenue YoY | 22.8% | 2.5% |
| Net Profit YoY | -6.7% | -3.3% |
| EPS (diluted) | $1.21 | $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 | $440.9M | $766.5M | ||
| Q3 25 | $188.3M | $739.6M | ||
| Q2 25 | $234.8M | $812.9M | ||
| Q1 25 | $569.2M | $704.8M | ||
| Q4 24 | $359.0M | $747.5M | ||
| Q3 24 | $265.7M | $775.6M | ||
| Q2 24 | $209.9M | $746.1M | ||
| Q1 24 | $433.2M | $752.6M |
| Q4 25 | $122.5M | $16.5M | ||
| Q3 25 | $15.1M | $19.9M | ||
| Q2 25 | $-15.1M | $20.1M | ||
| Q1 25 | $204.3M | $17.4M | ||
| Q4 24 | $131.3M | $17.1M | ||
| Q3 24 | $91.1M | $17.0M | ||
| Q2 24 | $-11.6M | $16.1M | ||
| Q1 24 | $120.8M | $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 | 40.6% | 2.3% | ||
| Q3 25 | 21.5% | 3.5% | ||
| Q2 25 | -0.5% | 3.3% | ||
| Q1 25 | 49.2% | 3.2% | ||
| Q4 24 | 52.8% | 2.5% | ||
| Q3 24 | 55.0% | 2.3% | ||
| Q2 24 | 2.8% | 2.9% | ||
| Q1 24 | 39.3% | 2.3% |
| Q4 25 | 27.8% | 2.2% | ||
| Q3 25 | 8.0% | 2.7% | ||
| Q2 25 | -6.4% | 2.5% | ||
| Q1 25 | 35.9% | 2.5% | ||
| Q4 24 | 36.6% | 2.3% | ||
| Q3 24 | 34.3% | 2.2% | ||
| Q2 24 | -5.5% | 2.2% | ||
| Q1 24 | 27.9% | 1.7% |
| Q4 25 | $1.21 | $0.75 | ||
| Q3 25 | $0.15 | $0.89 | ||
| Q2 25 | $-0.15 | $0.87 | ||
| Q1 25 | $2.02 | $0.74 | ||
| Q4 24 | $1.31 | $0.70 | ||
| Q3 24 | $0.91 | $0.69 | ||
| Q2 24 | $-0.12 | $0.66 | ||
| Q1 24 | $1.22 | $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 | $2.4M | $83.5M |
| Total DebtLower is stronger | $3.3B | — |
| Stockholders' EquityBook value | $2.5B | $910.9M |
| Total Assets | $7.9B | $1.7B |
| Debt / EquityLower = less leverage | 1.32× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.4M | $83.5M | ||
| Q3 25 | $591.0K | $124.9M | ||
| Q2 25 | $931.0K | $126.2M | ||
| Q1 25 | $83.7M | $146.3M | ||
| Q4 24 | $1.9M | $110.5M | ||
| Q3 24 | $1.0M | $145.0M | ||
| Q2 24 | $22.4M | $185.5M | ||
| Q1 24 | $5.0M | $159.1M |
| Q4 25 | $3.3B | — | ||
| Q3 25 | $3.3B | — | ||
| Q2 25 | $3.0B | — | ||
| Q1 25 | $3.0B | — | ||
| Q4 24 | $3.0B | — | ||
| Q3 24 | $2.9B | — | ||
| Q2 24 | $2.8B | — | ||
| Q1 24 | $2.7B | — |
| Q4 25 | $2.5B | $910.9M | ||
| Q3 25 | $2.4B | $914.0M | ||
| Q2 25 | $2.4B | $906.4M | ||
| Q1 25 | $2.5B | $901.7M | ||
| Q4 24 | $2.3B | $900.7M | ||
| Q3 24 | $2.2B | $920.9M | ||
| Q2 24 | $2.1B | $924.3M | ||
| Q1 24 | $2.2B | $944.1M |
| Q4 25 | $7.9B | $1.7B | ||
| Q3 25 | $7.6B | $1.7B | ||
| Q2 25 | $7.3B | $1.8B | ||
| Q1 25 | $7.3B | $1.7B | ||
| Q4 24 | $7.2B | $1.7B | ||
| Q3 24 | $7.0B | $1.8B | ||
| Q2 24 | $6.8B | $1.8B | ||
| Q1 24 | $6.6B | $1.8B |
| Q4 25 | 1.32× | — | ||
| Q3 25 | 1.36× | — | ||
| Q2 25 | 1.25× | — | ||
| Q1 25 | 1.20× | — | ||
| Q4 24 | 1.29× | — | ||
| Q3 24 | 1.31× | — | ||
| Q2 24 | 1.30× | — | ||
| Q1 24 | 1.25× | — |
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 | $26.7M | $30.8M |
| Free Cash FlowOCF − Capex | — | $28.9M |
| FCF MarginFCF / Revenue | — | 3.8% |
| Capex IntensityCapex / Revenue | — | 0.3% |
| Cash ConversionOCF / Net Profit | 0.22× | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $26.7M | $30.8M | ||
| Q3 25 | $81.2M | $23.2M | ||
| Q2 25 | $-28.9M | — | ||
| Q1 25 | $423.0M | $66.1M | ||
| Q4 24 | $-9.0M | $-6.2M | ||
| Q3 24 | $64.5M | $44.8M | ||
| Q2 24 | $24.3M | — | ||
| Q1 24 | $292.2M | $160.2M |
| Q4 25 | — | $28.9M | ||
| Q3 25 | — | $20.8M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $64.6M | ||
| Q4 24 | — | $-8.2M | ||
| Q3 24 | — | $42.5M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $157.7M |
| Q4 25 | — | 3.8% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 9.2% | ||
| Q4 24 | — | -1.1% | ||
| Q3 24 | — | 5.5% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 21.0% |
| Q4 25 | — | 0.3% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.2% | ||
| Q1 24 | — | 0.3% |
| Q4 25 | 0.22× | 1.87× | ||
| Q3 25 | 5.39× | 1.17× | ||
| Q2 25 | — | — | ||
| Q1 25 | 2.07× | 3.79× | ||
| Q4 24 | -0.07× | -0.36× | ||
| Q3 24 | 0.71× | 2.64× | ||
| Q2 24 | — | — | ||
| Q1 24 | 2.42× | 12.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NJR
| Residential | $284.1M | 64% |
| Commercialand Industrial | $53.4M | 12% |
| Firm Transportation | $34.7M | 8% |
| Storage And Transportation ST Segment | $28.1M | 6% |
| Home Services And Other HSO | $16.0M | 4% |
| Energy Services ES Segment | $12.8M | 3% |
| Installationand Maintenance | $6.6M | 1% |
| Electricity | $5.6M | 1% |
| Renewable Energy Certificates | $3.7M | 1% |
| Interruptibleand Offtariff | $2.4M | 1% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
