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Side-by-side financial comparison of ON Semiconductor (ON) and SCANSOURCE, INC. (SCSC). Click either name above to swap in a different company.
ON Semiconductor is the larger business by last-quarter revenue ($1.5B vs $766.5M, roughly 2.0× SCANSOURCE, INC.). ON Semiconductor runs the higher net margin — 12.0% vs 2.2%, a 9.9% gap on every dollar of revenue. On growth, ON Semiconductor posted the faster year-over-year revenue change (4.7% vs 2.5%). ON Semiconductor produced more free cash flow last quarter ($217.2M vs $28.9M). Over the past eight quarters, SCANSOURCE, INC.'s revenue compounded faster (0.9% CAGR vs -9.9%).
Fairchild Semiconductor International, Inc. was an American semiconductor company based in San Jose, California. It was founded in 1957 as a division of Fairchild Camera and Instrument by the "traitorous eight" who defected from Shockley Semiconductor Laboratory. It became a pioneer in the manufacturing of transistors and of integrated circuits. Schlumberger bought the firm in 1979 and sold it to National Semiconductor in 1987; Fairchild was spun off as an independent company again in 1997. I...
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.
ON vs SCSC — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.5B | $766.5M |
| Net Profit | $181.8M | $16.5M |
| Gross Margin | 38.5% | 13.4% |
| Operating Margin | 57.9% | 2.3% |
| Net Margin | 12.0% | 2.2% |
| Revenue YoY | 4.7% | 2.5% |
| Net Profit YoY | — | -3.3% |
| EPS (diluted) | $0.45 | $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 | $1.5B | — | ||
| Q4 25 | $1.6B | $766.5M | ||
| Q3 25 | $1.5B | $739.6M | ||
| Q2 25 | $1.4B | $812.9M | ||
| Q1 25 | — | $704.8M | ||
| Q4 24 | $1.7B | $747.5M | ||
| Q3 24 | $1.8B | $775.6M | ||
| Q2 24 | $1.7B | $746.1M |
| Q1 26 | $181.8M | — | ||
| Q4 25 | $255.0M | $16.5M | ||
| Q3 25 | $170.3M | $19.9M | ||
| Q2 25 | $-486.1M | $20.1M | ||
| Q1 25 | — | $17.4M | ||
| Q4 24 | $379.9M | $17.1M | ||
| Q3 24 | $401.7M | $17.0M | ||
| Q2 24 | $338.2M | $16.1M |
| Q1 26 | 38.5% | — | ||
| Q4 25 | 37.9% | 13.4% | ||
| Q3 25 | 37.6% | 14.5% | ||
| Q2 25 | 20.3% | 12.9% | ||
| Q1 25 | — | 14.2% | ||
| Q4 24 | 45.2% | 13.6% | ||
| Q3 24 | 45.4% | 13.1% | ||
| Q2 24 | 45.2% | 13.0% |
| Q1 26 | 57.9% | — | ||
| Q4 25 | 17.0% | 2.3% | ||
| Q3 25 | 13.2% | 3.5% | ||
| Q2 25 | -39.7% | 3.3% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | 23.7% | 2.5% | ||
| Q3 24 | 25.3% | 2.3% | ||
| Q2 24 | 22.4% | 2.9% |
| Q1 26 | 12.0% | — | ||
| Q4 25 | 16.4% | 2.2% | ||
| Q3 25 | 11.6% | 2.7% | ||
| Q2 25 | -33.6% | 2.5% | ||
| Q1 25 | — | 2.5% | ||
| Q4 24 | 22.1% | 2.3% | ||
| Q3 24 | 22.8% | 2.2% | ||
| Q2 24 | 19.5% | 2.2% |
| Q1 26 | $0.45 | — | ||
| Q4 25 | $0.63 | $0.75 | ||
| Q3 25 | $0.41 | $0.89 | ||
| Q2 25 | $-1.15 | $0.87 | ||
| Q1 25 | — | $0.74 | ||
| Q4 24 | $0.88 | $0.70 | ||
| Q3 24 | $0.93 | $0.69 | ||
| Q2 24 | $0.78 | $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 | $2.4B | $83.5M |
| Total DebtLower is stronger | $3.0B | — |
| Stockholders' EquityBook value | $7.3B | $910.9M |
| Total Assets | $12.0B | $1.7B |
| Debt / EquityLower = less leverage | 0.41× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.9B | $83.5M | ||
| Q3 25 | $2.8B | $124.9M | ||
| Q2 25 | $3.0B | $126.2M | ||
| Q1 25 | — | $146.3M | ||
| Q4 24 | $3.0B | $110.5M | ||
| Q3 24 | $2.8B | $145.0M | ||
| Q2 24 | $2.7B | $185.5M |
| Q1 26 | $3.0B | — | ||
| Q4 25 | $3.4B | — | ||
| Q3 25 | $3.4B | — | ||
| Q2 25 | $3.4B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $3.4B | — | ||
| Q3 24 | $3.4B | — | ||
| Q2 24 | $3.4B | — |
| Q1 26 | $7.3B | — | ||
| Q4 25 | $7.9B | $910.9M | ||
| Q3 25 | $7.9B | $914.0M | ||
| Q2 25 | $8.0B | $906.4M | ||
| Q1 25 | — | $901.7M | ||
| Q4 24 | $8.8B | $900.7M | ||
| Q3 24 | $8.6B | $920.9M | ||
| Q2 24 | $8.3B | $924.3M |
| Q1 26 | $12.0B | — | ||
| Q4 25 | $13.0B | $1.7B | ||
| Q3 25 | $13.1B | $1.7B | ||
| Q2 25 | $13.3B | $1.8B | ||
| Q1 25 | — | $1.7B | ||
| Q4 24 | $14.1B | $1.7B | ||
| Q3 24 | $13.9B | $1.8B | ||
| Q2 24 | $13.7B | $1.8B |
| Q1 26 | 0.41× | — | ||
| Q4 25 | 0.43× | — | ||
| Q3 25 | 0.43× | — | ||
| Q2 25 | 0.42× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.38× | — | ||
| Q3 24 | 0.39× | — | ||
| Q2 24 | 0.41× | — |
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 | $239.1M | $30.8M |
| Free Cash FlowOCF − Capex | $217.2M | $28.9M |
| FCF MarginFCF / Revenue | 14.4% | 3.8% |
| Capex IntensityCapex / Revenue | — | 0.3% |
| Cash ConversionOCF / Net Profit | 1.32× | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | $1.2B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $239.1M | — | ||
| Q4 25 | $418.7M | $30.8M | ||
| Q3 25 | $184.3M | $23.2M | ||
| Q2 25 | $602.3M | — | ||
| Q1 25 | — | $66.1M | ||
| Q4 24 | $579.7M | $-6.2M | ||
| Q3 24 | $465.8M | $44.8M | ||
| Q2 24 | $362.2M | — |
| Q1 26 | $217.2M | — | ||
| Q4 25 | $372.4M | $28.9M | ||
| Q3 25 | $106.1M | $20.8M | ||
| Q2 25 | $454.7M | — | ||
| Q1 25 | — | $64.6M | ||
| Q4 24 | $434.8M | $-8.2M | ||
| Q3 24 | $293.6M | $42.5M | ||
| Q2 24 | $207.7M | — |
| Q1 26 | 14.4% | — | ||
| Q4 25 | 24.0% | 3.8% | ||
| Q3 25 | 7.2% | 2.8% | ||
| Q2 25 | 31.5% | — | ||
| Q1 25 | — | 9.2% | ||
| Q4 24 | 25.2% | -1.1% | ||
| Q3 24 | 16.7% | 5.5% | ||
| Q2 24 | 12.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 0.3% | ||
| Q3 25 | 5.3% | 0.3% | ||
| Q2 25 | 10.2% | 0.3% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | 8.4% | 0.3% | ||
| Q3 24 | 9.8% | 0.3% | ||
| Q2 24 | 8.9% | 0.2% |
| Q1 26 | 1.32× | — | ||
| Q4 25 | 1.64× | 1.87× | ||
| Q3 25 | 1.08× | 1.17× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.79× | ||
| Q4 24 | 1.53× | -0.36× | ||
| Q3 24 | 1.16× | 2.64× | ||
| Q2 24 | 1.07× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ON
Segment breakdown not available.
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
