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Side-by-side financial comparison of RXO, Inc. (RXO) and SCANSOURCE, INC. (SCSC). Click either name above to swap in a different company.
RXO, Inc. is the larger business by last-quarter revenue ($1.5B vs $766.5M, roughly 1.9× SCANSOURCE, INC.). SCANSOURCE, INC. runs the higher net margin — 2.2% vs -3.1%, a 5.3% gap on every dollar of revenue. On growth, SCANSOURCE, INC. posted the faster year-over-year revenue change (2.5% vs -11.9%). SCANSOURCE, INC. produced more free cash flow last quarter ($28.9M vs $-9.0M). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% CAGR vs 0.9%).
RXO, Inc. is a leading transportation and logistics solutions provider headquartered in the United States. Its core service portfolio includes freight brokerage, last-mile delivery for heavy and bulky goods, managed transportation services, and end-to-end supply chain optimization support, primarily catering to clients across the North American manufacturing, retail, and e-commerce segments.
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.
RXO vs SCSC — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.5B | $766.5M |
| Net Profit | $-46.0M | $16.5M |
| Gross Margin | — | 13.4% |
| Operating Margin | -2.9% | 2.3% |
| Net Margin | -3.1% | 2.2% |
| Revenue YoY | -11.9% | 2.5% |
| Net Profit YoY | -84.0% | -3.3% |
| EPS (diluted) | $-0.28 | $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 | $1.5B | $766.5M | ||
| Q3 25 | $1.4B | $739.6M | ||
| Q2 25 | $1.4B | $812.9M | ||
| Q1 25 | $1.4B | $704.8M | ||
| Q4 24 | $1.7B | $747.5M | ||
| Q3 24 | $1.0B | $775.6M | ||
| Q2 24 | $930.0M | $746.1M | ||
| Q1 24 | $913.0M | $752.6M |
| Q4 25 | $-46.0M | $16.5M | ||
| Q3 25 | $-14.0M | $19.9M | ||
| Q2 25 | $-9.0M | $20.1M | ||
| Q1 25 | $-31.0M | $17.4M | ||
| Q4 24 | $-25.0M | $17.1M | ||
| Q3 24 | $-243.0M | $17.0M | ||
| Q2 24 | $-7.0M | $16.1M | ||
| Q1 24 | $-15.0M | $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 | -2.9% | 2.3% | ||
| Q3 25 | -0.5% | 3.5% | ||
| Q2 25 | — | 3.3% | ||
| Q1 25 | -2.1% | 3.2% | ||
| Q4 24 | -1.4% | 2.5% | ||
| Q3 24 | -1.9% | 2.3% | ||
| Q2 24 | — | 2.9% | ||
| Q1 24 | -1.3% | 2.3% |
| Q4 25 | -3.1% | 2.2% | ||
| Q3 25 | -1.0% | 2.7% | ||
| Q2 25 | -0.6% | 2.5% | ||
| Q1 25 | -2.2% | 2.5% | ||
| Q4 24 | -1.5% | 2.3% | ||
| Q3 24 | -23.4% | 2.2% | ||
| Q2 24 | -0.8% | 2.2% | ||
| Q1 24 | -1.6% | 1.7% |
| Q4 25 | $-0.28 | $0.75 | ||
| Q3 25 | $-0.08 | $0.89 | ||
| Q2 25 | $-0.05 | $0.87 | ||
| Q1 25 | $-0.18 | $0.74 | ||
| Q4 24 | $-0.17 | $0.70 | ||
| Q3 24 | $-1.81 | $0.69 | ||
| Q2 24 | $-0.06 | $0.66 | ||
| Q1 24 | $-0.13 | $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 | $17.0M | $83.5M |
| Total DebtLower is stronger | $387.0M | — |
| Stockholders' EquityBook value | $1.5B | $910.9M |
| Total Assets | $3.3B | $1.7B |
| Debt / EquityLower = less leverage | 0.25× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $17.0M | $83.5M | ||
| Q3 25 | $25.0M | $124.9M | ||
| Q2 25 | $18.0M | $126.2M | ||
| Q1 25 | $16.0M | $146.3M | ||
| Q4 24 | $35.0M | $110.5M | ||
| Q3 24 | $55.0M | $145.0M | ||
| Q2 24 | $7.0M | $185.5M | ||
| Q1 24 | $7.0M | $159.1M |
| Q4 25 | $387.0M | — | ||
| Q3 25 | $387.0M | — | ||
| Q2 25 | $387.0M | — | ||
| Q1 25 | $387.0M | — | ||
| Q4 24 | $351.0M | — | ||
| Q3 24 | $352.0M | — | ||
| Q2 24 | $370.0M | — | ||
| Q1 24 | $351.0M | — |
| Q4 25 | $1.5B | $910.9M | ||
| Q3 25 | $1.6B | $914.0M | ||
| Q2 25 | $1.6B | $906.4M | ||
| Q1 25 | $1.6B | $901.7M | ||
| Q4 24 | $1.6B | $900.7M | ||
| Q3 24 | $1.7B | $920.9M | ||
| Q2 24 | $579.0M | $924.3M | ||
| Q1 24 | $582.0M | $944.1M |
| Q4 25 | $3.3B | $1.7B | ||
| Q3 25 | $3.2B | $1.7B | ||
| Q2 25 | $3.2B | $1.8B | ||
| Q1 25 | $3.3B | $1.7B | ||
| Q4 24 | $3.4B | $1.7B | ||
| Q3 24 | $3.4B | $1.8B | ||
| Q2 24 | $1.8B | $1.8B | ||
| Q1 24 | $1.8B | $1.8B |
| Q4 25 | 0.25× | — | ||
| Q3 25 | 0.24× | — | ||
| Q2 25 | 0.24× | — | ||
| Q1 25 | 0.24× | — | ||
| Q4 24 | 0.22× | — | ||
| Q3 24 | 0.21× | — | ||
| Q2 24 | 0.64× | — | ||
| Q1 24 | 0.60× | — |
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 | $7.0M | $30.8M |
| Free Cash FlowOCF − Capex | $-9.0M | $28.9M |
| FCF MarginFCF / Revenue | -0.6% | 3.8% |
| Capex IntensityCapex / Revenue | 1.1% | 0.3% |
| Cash ConversionOCF / Net Profit | — | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | $-8.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $7.0M | $30.8M | ||
| Q3 25 | $23.0M | $23.2M | ||
| Q2 25 | $23.0M | — | ||
| Q1 25 | $-2.0M | $66.1M | ||
| Q4 24 | $-7.0M | $-6.2M | ||
| Q3 24 | $-7.0M | $44.8M | ||
| Q2 24 | $-5.0M | — | ||
| Q1 24 | $7.0M | $160.2M |
| Q4 25 | $-9.0M | $28.9M | ||
| Q3 25 | $9.0M | $20.8M | ||
| Q2 25 | $9.0M | — | ||
| Q1 25 | $-17.0M | $64.6M | ||
| Q4 24 | $-19.0M | $-8.2M | ||
| Q3 24 | $-18.0M | $42.5M | ||
| Q2 24 | $-16.0M | — | ||
| Q1 24 | $-4.0M | $157.7M |
| Q4 25 | -0.6% | 3.8% | ||
| Q3 25 | 0.6% | 2.8% | ||
| Q2 25 | 0.6% | — | ||
| Q1 25 | -1.2% | 9.2% | ||
| Q4 24 | -1.1% | -1.1% | ||
| Q3 24 | -1.7% | 5.5% | ||
| Q2 24 | -1.7% | — | ||
| Q1 24 | -0.4% | 21.0% |
| Q4 25 | 1.1% | 0.3% | ||
| Q3 25 | 1.0% | 0.3% | ||
| Q2 25 | 1.0% | 0.3% | ||
| Q1 25 | 1.0% | 0.2% | ||
| Q4 24 | 0.7% | 0.3% | ||
| Q3 24 | 1.1% | 0.3% | ||
| Q2 24 | 1.2% | 0.2% | ||
| Q1 24 | 1.2% | 0.3% |
| Q4 25 | — | 1.87× | ||
| Q3 25 | — | 1.17× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.79× | ||
| Q4 24 | — | -0.36× | ||
| Q3 24 | — | 2.64× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 12.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
