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Side-by-side financial comparison of Old Dominion (ODFL) and SCANSOURCE, INC. (SCSC). Click either name above to swap in a different company.
Old Dominion is the larger business by last-quarter revenue ($1.3B vs $766.5M, roughly 1.7× SCANSOURCE, INC.). Old Dominion runs the higher net margin — 17.6% vs 2.2%, a 15.4% gap on every dollar of revenue. On growth, SCANSOURCE, INC. posted the faster year-over-year revenue change (2.5% vs -5.7%). Old Dominion produced more free cash flow last quarter ($264.5M vs $28.9M). Over the past eight quarters, SCANSOURCE, INC.'s revenue compounded faster (0.9% CAGR vs -5.4%).
Old Dominion Freight Line, Inc. (ODFL) is an American regional, inter-regional and national less than truckload shipping (LTL) company. In addition to its core LTL services, the company offers expedited, logistics and household moving services.
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.
ODFL vs SCSC — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $766.5M |
| Net Profit | $229.5M | $16.5M |
| Gross Margin | — | 13.4% |
| Operating Margin | 23.3% | 2.3% |
| Net Margin | 17.6% | 2.2% |
| Revenue YoY | -5.7% | 2.5% |
| Net Profit YoY | -12.8% | -3.3% |
| EPS (diluted) | $1.10 | $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 | $1.3B | $766.5M | ||
| Q3 25 | $1.4B | $739.6M | ||
| Q2 25 | $1.4B | $812.9M | ||
| Q1 25 | $1.4B | $704.8M | ||
| Q4 24 | $1.4B | $747.5M | ||
| Q3 24 | $1.5B | $775.6M | ||
| Q2 24 | $1.5B | $746.1M | ||
| Q1 24 | $1.5B | $752.6M |
| Q4 25 | $229.5M | $16.5M | ||
| Q3 25 | $270.9M | $19.9M | ||
| Q2 25 | $268.6M | $20.1M | ||
| Q1 25 | $254.7M | $17.4M | ||
| Q4 24 | $263.1M | $17.1M | ||
| Q3 24 | $308.6M | $17.0M | ||
| Q2 24 | $322.0M | $16.1M | ||
| Q1 24 | $292.3M | $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 | 23.3% | 2.3% | ||
| Q3 25 | 25.7% | 3.5% | ||
| Q2 25 | 25.4% | 3.3% | ||
| Q1 25 | 24.6% | 3.2% | ||
| Q4 24 | 24.1% | 2.5% | ||
| Q3 24 | 27.3% | 2.3% | ||
| Q2 24 | 28.1% | 2.9% | ||
| Q1 24 | 26.5% | 2.3% |
| Q4 25 | 17.6% | 2.2% | ||
| Q3 25 | 19.3% | 2.7% | ||
| Q2 25 | 19.1% | 2.5% | ||
| Q1 25 | 18.5% | 2.5% | ||
| Q4 24 | 19.0% | 2.3% | ||
| Q3 24 | 21.0% | 2.2% | ||
| Q2 24 | 21.5% | 2.2% | ||
| Q1 24 | 20.0% | 1.7% |
| Q4 25 | $1.10 | $0.75 | ||
| Q3 25 | $1.28 | $0.89 | ||
| Q2 25 | $1.27 | $0.87 | ||
| Q1 25 | $1.19 | $0.74 | ||
| Q4 24 | $1.23 | $0.70 | ||
| Q3 24 | $1.43 | $0.69 | ||
| Q2 24 | $1.48 | $0.66 | ||
| Q1 24 | $1.34 | $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 | $120.1M | $83.5M |
| Total DebtLower is stronger | $20.0M | — |
| Stockholders' EquityBook value | $4.3B | $910.9M |
| Total Assets | $5.5B | $1.7B |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.1M | $83.5M | ||
| Q3 25 | $46.6M | $124.9M | ||
| Q2 25 | $24.1M | $126.2M | ||
| Q1 25 | $97.2M | $146.3M | ||
| Q4 24 | $108.7M | $110.5M | ||
| Q3 24 | $74.2M | $145.0M | ||
| Q2 24 | $104.6M | $185.5M | ||
| Q1 24 | $581.0M | $159.1M |
| Q4 25 | $20.0M | — | ||
| Q3 25 | $65.0M | — | ||
| Q2 25 | $150.0M | — | ||
| Q1 25 | $40.0M | — | ||
| Q4 24 | $40.0M | — | ||
| Q3 24 | $40.0M | — | ||
| Q2 24 | $40.0M | — | ||
| Q1 24 | $60.0M | — |
| Q4 25 | $4.3B | $910.9M | ||
| Q3 25 | $4.3B | $914.0M | ||
| Q2 25 | $4.2B | $906.4M | ||
| Q1 25 | $4.2B | $901.7M | ||
| Q4 24 | $4.2B | $900.7M | ||
| Q3 24 | $4.2B | $920.9M | ||
| Q2 24 | $4.1B | $924.3M | ||
| Q1 24 | $4.4B | $944.1M |
| Q4 25 | $5.5B | $1.7B | ||
| Q3 25 | $5.5B | $1.7B | ||
| Q2 25 | $5.6B | $1.8B | ||
| Q1 25 | $5.5B | $1.7B | ||
| Q4 24 | $5.5B | $1.7B | ||
| Q3 24 | $5.4B | $1.8B | ||
| Q2 24 | $5.3B | $1.8B | ||
| Q1 24 | $5.7B | $1.8B |
| Q4 25 | 0.00× | — | ||
| Q3 25 | 0.02× | — | ||
| Q2 25 | 0.04× | — | ||
| Q1 25 | 0.01× | — | ||
| Q4 24 | 0.01× | — | ||
| Q3 24 | 0.01× | — | ||
| Q2 24 | 0.01× | — | ||
| Q1 24 | 0.01× | — |
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 | $310.3M | $30.8M |
| Free Cash FlowOCF − Capex | $264.5M | $28.9M |
| FCF MarginFCF / Revenue | 20.2% | 3.8% |
| Capex IntensityCapex / Revenue | 3.5% | 0.3% |
| Cash ConversionOCF / Net Profit | 1.35× | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | $955.1M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $310.3M | $30.8M | ||
| Q3 25 | $437.5M | $23.2M | ||
| Q2 25 | $285.8M | — | ||
| Q1 25 | $336.5M | $66.1M | ||
| Q4 24 | $401.1M | $-6.2M | ||
| Q3 24 | $446.5M | $44.8M | ||
| Q2 24 | $387.9M | — | ||
| Q1 24 | $423.9M | $160.2M |
| Q4 25 | $264.5M | $28.9M | ||
| Q3 25 | $343.5M | $20.8M | ||
| Q2 25 | $98.7M | — | ||
| Q1 25 | $248.4M | $64.6M | ||
| Q4 24 | $230.1M | $-8.2M | ||
| Q3 24 | $203.7M | $42.5M | ||
| Q2 24 | $149.7M | — | ||
| Q1 24 | $304.4M | $157.7M |
| Q4 25 | 20.2% | 3.8% | ||
| Q3 25 | 24.4% | 2.8% | ||
| Q2 25 | 7.0% | — | ||
| Q1 25 | 18.1% | 9.2% | ||
| Q4 24 | 16.6% | -1.1% | ||
| Q3 24 | 13.9% | 5.5% | ||
| Q2 24 | 10.0% | — | ||
| Q1 24 | 20.8% | 21.0% |
| Q4 25 | 3.5% | 0.3% | ||
| Q3 25 | 6.7% | 0.3% | ||
| Q2 25 | 13.3% | 0.3% | ||
| Q1 25 | 6.4% | 0.2% | ||
| Q4 24 | 12.3% | 0.3% | ||
| Q3 24 | 16.5% | 0.3% | ||
| Q2 24 | 15.9% | 0.2% | ||
| Q1 24 | 8.2% | 0.3% |
| Q4 25 | 1.35× | 1.87× | ||
| Q3 25 | 1.61× | 1.17× | ||
| Q2 25 | 1.06× | — | ||
| Q1 25 | 1.32× | 3.79× | ||
| Q4 24 | 1.52× | -0.36× | ||
| Q3 24 | 1.45× | 2.64× | ||
| Q2 24 | 1.20× | — | ||
| Q1 24 | 1.45× | 12.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ODFL
| LTL Service Revenue | $1.3B | 99% |
| Other Service Revenue | $11.4M | 1% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
