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Side-by-side financial comparison of SCANSOURCE, INC. (SCSC) and SELECT MEDICAL HOLDINGS CORP (SEM). Click either name above to swap in a different company.
SELECT MEDICAL HOLDINGS CORP is the larger business by last-quarter revenue ($1.4B vs $766.5M, roughly 1.8× SCANSOURCE, INC.). SCANSOURCE, INC. runs the higher net margin — 2.2% vs 1.4%, a 0.7% gap on every dollar of revenue. On growth, SELECT MEDICAL HOLDINGS CORP posted the faster year-over-year revenue change (6.4% vs 2.5%). SCANSOURCE, INC. produced more free cash flow last quarter ($28.9M vs $5.2M). Over the past eight quarters, SELECT MEDICAL HOLDINGS CORP's revenue compounded faster (2.8% CAGR vs 0.9%).
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.
Select Medical is a healthcare company based in Pennsylvania. It owns long-term acute care and inpatient rehabilitation hospitals, as well as occupational health and physical therapy clinics. Select Medical is a subsidiary of Select Medical Holdings, which is listed on the New York Stock Exchange.
SCSC vs SEM — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $766.5M | $1.4B |
| Net Profit | $16.5M | $20.2M |
| Gross Margin | 13.4% | — |
| Operating Margin | 2.3% | 4.6% |
| Net Margin | 2.2% | 1.4% |
| Revenue YoY | 2.5% | 6.4% |
| Net Profit YoY | -3.3% | 225.7% |
| EPS (diluted) | $0.75 | $0.17 |
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 | $766.5M | $1.4B | ||
| Q3 25 | $739.6M | $1.4B | ||
| Q2 25 | $812.9M | $1.3B | ||
| Q1 25 | $704.8M | $1.4B | ||
| Q4 24 | $747.5M | $1.3B | ||
| Q3 24 | $775.6M | $1.3B | ||
| Q2 24 | $746.1M | $1.3B | ||
| Q1 24 | $752.6M | $1.3B |
| Q4 25 | $16.5M | $20.2M | ||
| Q3 25 | $19.9M | $28.8M | ||
| Q2 25 | $20.1M | $40.6M | ||
| Q1 25 | $17.4M | $56.7M | ||
| Q4 24 | $17.1M | $-16.1M | ||
| Q3 24 | $17.0M | $55.6M | ||
| Q2 24 | $16.1M | $77.6M | ||
| Q1 24 | $12.8M | $96.9M |
| 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 | 2.3% | 4.6% | ||
| Q3 25 | 3.5% | 5.4% | ||
| Q2 25 | 3.3% | 6.5% | ||
| Q1 25 | 3.2% | 8.3% | ||
| Q4 24 | 2.5% | 1.6% | ||
| Q3 24 | 2.3% | 4.3% | ||
| Q2 24 | 2.9% | 5.8% | ||
| Q1 24 | 2.3% | 9.0% |
| Q4 25 | 2.2% | 1.4% | ||
| Q3 25 | 2.7% | 2.1% | ||
| Q2 25 | 2.5% | 3.0% | ||
| Q1 25 | 2.5% | 4.2% | ||
| Q4 24 | 2.3% | -1.2% | ||
| Q3 24 | 2.2% | 4.4% | ||
| Q2 24 | 2.2% | 6.1% | ||
| Q1 24 | 1.7% | 7.3% |
| Q4 25 | $0.75 | $0.17 | ||
| Q3 25 | $0.89 | $0.23 | ||
| Q2 25 | $0.87 | $0.32 | ||
| Q1 25 | $0.74 | $0.44 | ||
| Q4 24 | $0.70 | $-0.12 | ||
| Q3 24 | $0.69 | $0.43 | ||
| Q2 24 | $0.66 | $0.60 | ||
| Q1 24 | $0.50 | $0.75 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $83.5M | $26.5M |
| Total DebtLower is stronger | — | $1.8B |
| Stockholders' EquityBook value | $910.9M | $1.7B |
| Total Assets | $1.7B | $5.9B |
| Debt / EquityLower = less leverage | — | 1.06× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $83.5M | $26.5M | ||
| Q3 25 | $124.9M | $60.1M | ||
| Q2 25 | $126.2M | $52.3M | ||
| Q1 25 | $146.3M | $53.2M | ||
| Q4 24 | $110.5M | $59.7M | ||
| Q3 24 | $145.0M | $191.5M | ||
| Q2 24 | $185.5M | $111.2M | ||
| Q1 24 | $159.1M | $92.6M |
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.8B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $3.1B | ||
| Q2 24 | — | $3.6B | ||
| Q1 24 | — | $3.8B |
| Q4 25 | $910.9M | $1.7B | ||
| Q3 25 | $914.0M | $1.7B | ||
| Q2 25 | $906.4M | $1.7B | ||
| Q1 25 | $901.7M | $1.7B | ||
| Q4 24 | $900.7M | $1.7B | ||
| Q3 24 | $920.9M | $1.9B | ||
| Q2 24 | $924.3M | $1.4B | ||
| Q1 24 | $944.1M | $1.4B |
| Q4 25 | $1.7B | $5.9B | ||
| Q3 25 | $1.7B | $5.7B | ||
| Q2 25 | $1.8B | $5.7B | ||
| Q1 25 | $1.7B | $5.7B | ||
| Q4 24 | $1.7B | $5.6B | ||
| Q3 24 | $1.8B | $8.0B | ||
| Q2 24 | $1.8B | $7.9B | ||
| Q1 24 | $1.8B | $7.9B |
| Q4 25 | — | 1.06× | ||
| Q3 25 | — | 1.03× | ||
| Q2 25 | — | 1.10× | ||
| Q1 25 | — | 1.03× | ||
| Q4 24 | — | 1.01× | ||
| Q3 24 | — | 1.62× | ||
| Q2 24 | — | 2.54× | ||
| Q1 24 | — | 2.75× |
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 | $30.8M | $64.3M |
| Free Cash FlowOCF − Capex | $28.9M | $5.2M |
| FCF MarginFCF / Revenue | 3.8% | 0.4% |
| Capex IntensityCapex / Revenue | 0.3% | 4.2% |
| Cash ConversionOCF / Net Profit | 1.87× | 3.19× |
| TTM Free Cash FlowTrailing 4 quarters | — | $117.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $30.8M | $64.3M | ||
| Q3 25 | $23.2M | $175.3M | ||
| Q2 25 | — | $110.3M | ||
| Q1 25 | $66.1M | $-3.5M | ||
| Q4 24 | $-6.2M | $125.4M | ||
| Q3 24 | $44.8M | $181.0M | ||
| Q2 24 | — | $278.2M | ||
| Q1 24 | $160.2M | $-66.7M |
| Q4 25 | $28.9M | $5.2M | ||
| Q3 25 | $20.8M | $122.2M | ||
| Q2 25 | — | $45.6M | ||
| Q1 25 | $64.6M | $-55.8M | ||
| Q4 24 | $-8.2M | $62.0M | ||
| Q3 24 | $42.5M | $130.3M | ||
| Q2 24 | — | $222.6M | ||
| Q1 24 | $157.7M | $-119.2M |
| Q4 25 | 3.8% | 0.4% | ||
| Q3 25 | 2.8% | 9.0% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | 9.2% | -4.1% | ||
| Q4 24 | -1.1% | 4.7% | ||
| Q3 24 | 5.5% | 10.2% | ||
| Q2 24 | — | 17.4% | ||
| Q1 24 | 21.0% | -9.0% |
| Q4 25 | 0.3% | 4.2% | ||
| Q3 25 | 0.3% | 3.9% | ||
| Q2 25 | 0.3% | 4.8% | ||
| Q1 25 | 0.2% | 3.9% | ||
| Q4 24 | 0.3% | 4.8% | ||
| Q3 24 | 0.3% | 4.0% | ||
| Q2 24 | 0.2% | 4.3% | ||
| Q1 24 | 0.3% | 4.0% |
| Q4 25 | 1.87× | 3.19× | ||
| Q3 25 | 1.17× | 6.09× | ||
| Q2 25 | — | 2.72× | ||
| Q1 25 | 3.79× | -0.06× | ||
| Q4 24 | -0.36× | — | ||
| Q3 24 | 2.64× | 3.25× | ||
| Q2 24 | — | 3.59× | ||
| Q1 24 | 12.51× | -0.69× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
SEM
| Critical Illness Recovery Hospitals | $629.7M | 45% |
| Health Care Patient Service Non Medicare | $428.6M | 31% |
| Rehabilitation Hospitals | $339.2M | 24% |
