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Side-by-side financial comparison of SCANSOURCE, INC. (SCSC) and Champion Homes, Inc. (SKY). Click either name above to swap in a different company.
SCANSOURCE, INC. is the larger business by last-quarter revenue ($766.5M vs $656.6M, roughly 1.2× Champion Homes, Inc.). Champion Homes, Inc. runs the higher net margin — 8.3% vs 2.2%, a 6.1% gap on every dollar of revenue. On growth, SCANSOURCE, INC. posted the faster year-over-year revenue change (2.5% vs 1.8%). Champion Homes, Inc. produced more free cash flow last quarter ($92.9M vs $28.9M). Over the past eight quarters, Champion Homes, Inc.'s revenue compounded faster (10.6% 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.
Champion Homes, Inc., is a mobile and modular home manufacturing company. It is one of the largest modular homebuilders in North America. The company also provides factory-built housing to the United States and western Canada.
SCSC vs SKY — Head-to-Head
Income Statement — Q2 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $766.5M | $656.6M |
| Net Profit | $16.5M | $54.3M |
| Gross Margin | 13.4% | 26.2% |
| Operating Margin | 2.3% | 9.5% |
| Net Margin | 2.2% | 8.3% |
| Revenue YoY | 2.5% | 1.8% |
| Net Profit YoY | -3.3% | -11.7% |
| EPS (diluted) | $0.75 | $0.97 |
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 | $656.6M | ||
| Q3 25 | $739.6M | $684.4M | ||
| Q2 25 | $812.9M | $701.3M | ||
| Q1 25 | $704.8M | $593.9M | ||
| Q4 24 | $747.5M | $644.9M | ||
| Q3 24 | $775.6M | $616.9M | ||
| Q2 24 | $746.1M | $627.8M | ||
| Q1 24 | $752.6M | $536.4M |
| Q4 25 | $16.5M | $54.3M | ||
| Q3 25 | $19.9M | $58.2M | ||
| Q2 25 | $20.1M | $64.7M | ||
| Q1 25 | $17.4M | $36.3M | ||
| Q4 24 | $17.1M | $61.5M | ||
| Q3 24 | $17.0M | $54.7M | ||
| Q2 24 | $16.1M | $45.8M | ||
| Q1 24 | $12.8M | $2.8M |
| Q4 25 | 13.4% | 26.2% | ||
| Q3 25 | 14.5% | 27.5% | ||
| Q2 25 | 12.9% | 27.1% | ||
| Q1 25 | 14.2% | 25.7% | ||
| Q4 24 | 13.6% | 28.1% | ||
| Q3 24 | 13.1% | 27.0% | ||
| Q2 24 | 13.0% | 26.2% | ||
| Q1 24 | 12.6% | 18.3% |
| Q4 25 | 2.3% | 9.5% | ||
| Q3 25 | 3.5% | 10.9% | ||
| Q2 25 | 3.3% | 11.2% | ||
| Q1 25 | 3.2% | 7.1% | ||
| Q4 24 | 2.5% | 11.3% | ||
| Q3 24 | 2.3% | 10.8% | ||
| Q2 24 | 2.9% | 8.8% | ||
| Q1 24 | 2.3% | 1.4% |
| Q4 25 | 2.2% | 8.3% | ||
| Q3 25 | 2.7% | 8.5% | ||
| Q2 25 | 2.5% | 9.2% | ||
| Q1 25 | 2.5% | 6.1% | ||
| Q4 24 | 2.3% | 9.5% | ||
| Q3 24 | 2.2% | 8.9% | ||
| Q2 24 | 2.2% | 7.3% | ||
| Q1 24 | 1.7% | 0.5% |
| Q4 25 | $0.75 | $0.97 | ||
| Q3 25 | $0.89 | $1.03 | ||
| Q2 25 | $0.87 | $1.13 | ||
| Q1 25 | $0.74 | $0.63 | ||
| Q4 24 | $0.70 | $1.06 | ||
| Q3 24 | $0.69 | $0.94 | ||
| Q2 24 | $0.66 | $0.79 | ||
| Q1 24 | $0.50 | $0.04 |
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 | $659.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $910.9M | $1.6B |
| Total Assets | $1.7B | $2.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $83.5M | $659.8M | ||
| Q3 25 | $124.9M | $618.7M | ||
| Q2 25 | $126.2M | $605.3M | ||
| Q1 25 | $146.3M | $610.3M | ||
| Q4 24 | $110.5M | $581.8M | ||
| Q3 24 | $145.0M | $570.2M | ||
| Q2 24 | $185.5M | $548.9M | ||
| Q1 24 | $159.1M | $495.1M |
| Q4 25 | $910.9M | $1.6B | ||
| Q3 25 | $914.0M | $1.6B | ||
| Q2 25 | $906.4M | $1.6B | ||
| Q1 25 | $901.7M | $1.5B | ||
| Q4 24 | $900.7M | $1.5B | ||
| Q3 24 | $920.9M | $1.5B | ||
| Q2 24 | $924.3M | $1.5B | ||
| Q1 24 | $944.1M | $1.4B |
| Q4 25 | $1.7B | $2.1B | ||
| Q3 25 | $1.7B | $2.1B | ||
| Q2 25 | $1.8B | $2.1B | ||
| Q1 25 | $1.7B | $2.1B | ||
| Q4 24 | $1.7B | $2.0B | ||
| Q3 24 | $1.8B | $2.0B | ||
| Q2 24 | $1.8B | $2.0B | ||
| Q1 24 | $1.8B | $1.9B |
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 | $100.0M |
| Free Cash FlowOCF − Capex | $28.9M | $92.9M |
| FCF MarginFCF / Revenue | 3.8% | 14.1% |
| Capex IntensityCapex / Revenue | 0.3% | 1.1% |
| Cash ConversionOCF / Net Profit | 1.87× | 1.84× |
| TTM Free Cash FlowTrailing 4 quarters | — | $259.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $30.8M | $100.0M | ||
| Q3 25 | $23.2M | $75.9M | ||
| Q2 25 | — | $75.3M | ||
| Q1 25 | $66.1M | $46.0M | ||
| Q4 24 | $-6.2M | $50.4M | ||
| Q3 24 | $44.8M | $59.8M | ||
| Q2 24 | — | $84.6M | ||
| Q1 24 | $160.2M | — |
| Q4 25 | $28.9M | $92.9M | ||
| Q3 25 | $20.8M | $67.0M | ||
| Q2 25 | — | $66.4M | ||
| Q1 25 | $64.6M | $33.4M | ||
| Q4 24 | $-8.2M | $37.3M | ||
| Q3 24 | $42.5M | $45.7M | ||
| Q2 24 | — | $73.9M | ||
| Q1 24 | $157.7M | — |
| Q4 25 | 3.8% | 14.1% | ||
| Q3 25 | 2.8% | 9.8% | ||
| Q2 25 | — | 9.5% | ||
| Q1 25 | 9.2% | 5.6% | ||
| Q4 24 | -1.1% | 5.8% | ||
| Q3 24 | 5.5% | 7.4% | ||
| Q2 24 | — | 11.8% | ||
| Q1 24 | 21.0% | — |
| Q4 25 | 0.3% | 1.1% | ||
| Q3 25 | 0.3% | 1.3% | ||
| Q2 25 | 0.3% | 1.3% | ||
| Q1 25 | 0.2% | 2.1% | ||
| Q4 24 | 0.3% | 2.0% | ||
| Q3 24 | 0.3% | 2.3% | ||
| Q2 24 | 0.2% | 1.7% | ||
| Q1 24 | 0.3% | — |
| Q4 25 | 1.87× | 1.84× | ||
| Q3 25 | 1.17× | 1.30× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | 3.79× | 1.27× | ||
| Q4 24 | -0.36× | 0.82× | ||
| Q3 24 | 2.64× | 1.09× | ||
| Q2 24 | — | 1.85× | ||
| Q1 24 | 12.51× | — |
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% |
SKY
| Manufacturing | $369.7M | 56% |
| Retail | $252.7M | 38% |
| Canadian Factory Built Housing | $25.8M | 4% |
| Transportation And Other | $8.5M | 1% |
