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Side-by-side financial comparison of NORTHERN OIL & GAS, INC. (NOG) 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 $610.2M, roughly 1.3× NORTHERN OIL & GAS, INC.). SCANSOURCE, INC. runs the higher net margin — 2.2% vs -11.6%, a 13.7% gap on every dollar of revenue. On growth, SCANSOURCE, INC. posted the faster year-over-year revenue change (2.5% vs -72.6%). NORTHERN OIL & GAS, INC. produced more free cash flow last quarter ($43.2M vs $28.9M). Over the past eight quarters, NORTHERN OIL & GAS, INC.'s revenue compounded faster (4.3% CAGR vs 0.9%).
Marathon Oil Corporation was an American company engaged in hydrocarbon exploration. In November 2024, it was acquired by ConocoPhillips and absorbed into the company.
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.
NOG vs SCSC — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $610.2M | $766.5M |
| Net Profit | $-70.7M | $16.5M |
| Gross Margin | — | 13.4% |
| Operating Margin | — | 2.3% |
| Net Margin | -11.6% | 2.2% |
| Revenue YoY | -72.6% | 2.5% |
| Net Profit YoY | -198.7% | -3.3% |
| EPS (diluted) | $-0.73 | $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 | $610.2M | — | ||
| Q4 25 | $610.2M | $766.5M | ||
| Q3 25 | $556.6M | $739.6M | ||
| Q2 25 | $706.8M | $812.9M | ||
| Q1 25 | $602.1M | $704.8M | ||
| Q4 24 | $515.0M | $747.5M | ||
| Q3 24 | $753.6M | $775.6M | ||
| Q2 24 | $560.8M | $746.1M |
| Q1 26 | $-70.7M | — | ||
| Q4 25 | $-70.7M | $16.5M | ||
| Q3 25 | $-129.1M | $19.9M | ||
| Q2 25 | $99.6M | $20.1M | ||
| Q1 25 | $139.0M | $17.4M | ||
| Q4 24 | $71.7M | $17.1M | ||
| Q3 24 | $298.4M | $17.0M | ||
| Q2 24 | $138.6M | $16.1M |
| Q1 26 | — | — | ||
| Q4 25 | 80.4% | 13.4% | ||
| Q3 25 | 78.7% | 14.5% | ||
| Q2 25 | 82.8% | 12.9% | ||
| Q1 25 | 81.1% | 14.2% | ||
| Q4 24 | 77.4% | 13.6% | ||
| Q3 24 | 85.8% | 13.1% | ||
| Q2 24 | 82.0% | 13.0% |
| Q1 26 | — | — | ||
| Q4 25 | -5.5% | 2.3% | ||
| Q3 25 | -22.6% | 3.5% | ||
| Q2 25 | 24.9% | 3.3% | ||
| Q1 25 | 38.1% | 3.2% | ||
| Q4 24 | 25.8% | 2.5% | ||
| Q3 24 | 57.6% | 2.3% | ||
| Q2 24 | 39.0% | 2.9% |
| Q1 26 | -11.6% | — | ||
| Q4 25 | -11.6% | 2.2% | ||
| Q3 25 | -23.2% | 2.7% | ||
| Q2 25 | 14.1% | 2.5% | ||
| Q1 25 | 23.1% | 2.5% | ||
| Q4 24 | 13.9% | 2.3% | ||
| Q3 24 | 39.6% | 2.2% | ||
| Q2 24 | 24.7% | 2.2% |
| Q1 26 | $-0.73 | — | ||
| Q4 25 | $-0.67 | $0.75 | ||
| Q3 25 | $-1.33 | $0.89 | ||
| Q2 25 | $1.00 | $0.87 | ||
| Q1 25 | $1.39 | $0.74 | ||
| Q4 24 | $0.71 | $0.70 | ||
| Q3 24 | $2.96 | $0.69 | ||
| Q2 24 | $1.36 | $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 | $14.3M | $83.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.1B | $910.9M |
| Total Assets | $5.4B | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $14.3M | — | ||
| Q4 25 | $14.3M | $83.5M | ||
| Q3 25 | $31.6M | $124.9M | ||
| Q2 25 | $25.9M | $126.2M | ||
| Q1 25 | $33.6M | $146.3M | ||
| Q4 24 | $8.9M | $110.5M | ||
| Q3 24 | $34.4M | $145.0M | ||
| Q2 24 | $7.8M | $185.5M |
| Q1 26 | — | — | ||
| Q4 25 | $2.4B | — | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $1.9B | — |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $910.9M | ||
| Q3 25 | $2.2B | $914.0M | ||
| Q2 25 | $2.4B | $906.4M | ||
| Q1 25 | $2.4B | $901.7M | ||
| Q4 24 | $2.3B | $900.7M | ||
| Q3 24 | $2.3B | $920.9M | ||
| Q2 24 | $2.1B | $924.3M |
| Q1 26 | $5.4B | — | ||
| Q4 25 | $5.4B | $1.7B | ||
| Q3 25 | $5.5B | $1.7B | ||
| Q2 25 | $5.7B | $1.8B | ||
| Q1 25 | $5.7B | $1.7B | ||
| Q4 24 | $5.6B | $1.7B | ||
| Q3 24 | $5.1B | $1.8B | ||
| Q2 24 | $4.7B | $1.8B |
| Q1 26 | — | — | ||
| Q4 25 | 1.13× | — | ||
| Q3 25 | 1.05× | — | ||
| Q2 25 | 0.98× | — | ||
| Q1 25 | 0.96× | — | ||
| Q4 24 | 1.02× | — | ||
| Q3 24 | 0.84× | — | ||
| Q2 24 | 0.91× | — |
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 | $312.6M | $30.8M |
| Free Cash FlowOCF − Capex | $43.2M | $28.9M |
| FCF MarginFCF / Revenue | 7.1% | 3.8% |
| Capex IntensityCapex / Revenue | 31.5% | 0.3% |
| Cash ConversionOCF / Net Profit | — | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $312.6M | — | ||
| Q4 25 | $312.6M | $30.8M | ||
| Q3 25 | $423.1M | $23.2M | ||
| Q2 25 | $362.1M | — | ||
| Q1 25 | $407.4M | $66.1M | ||
| Q4 24 | $290.3M | $-6.2M | ||
| Q3 24 | $385.8M | $44.8M | ||
| Q2 24 | $340.5M | — |
| Q1 26 | $43.2M | — | ||
| 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 26 | 7.1% | — | ||
| 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 26 | 31.5% | — | ||
| 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 26 | — | — | ||
| Q4 25 | — | 1.87× | ||
| Q3 25 | — | 1.17× | ||
| Q2 25 | 3.64× | — | ||
| Q1 25 | 2.93× | 3.79× | ||
| Q4 24 | 4.05× | -0.36× | ||
| Q3 24 | 1.29× | 2.64× | ||
| Q2 24 | 2.46× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NOG
| Oil and Gas Sales | $447.7M | 73% |
| Gain on Commodity Derivatives, Net | $159.3M | 26% |
| Other Revenue | $3.1M | 1% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
