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Side-by-side financial comparison of SCANSOURCE, INC. (SCSC) and VALMONT INDUSTRIES INC (VMI). Click either name above to swap in a different company.
VALMONT INDUSTRIES INC is the larger business by last-quarter revenue ($1.0B vs $766.5M, roughly 1.3× SCANSOURCE, INC.). VALMONT INDUSTRIES INC runs the higher net margin — 10.5% vs 2.2%, a 8.3% gap on every dollar of revenue. On growth, VALMONT INDUSTRIES INC posted the faster year-over-year revenue change (6.2% vs 2.5%). Over the past eight quarters, SCANSOURCE, INC.'s revenue compounded faster (0.9% CAGR vs -0.5%).
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.
Valmont Industries, Inc. is a large, publicly held American manufacturer of Valley center pivot and linear irrigation equipment, windmill support structures, lighting and traffic poles and steel utility poles.
SCSC vs VMI — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $766.5M | $1.0B |
| Net Profit | $16.5M | $108.0M |
| Gross Margin | 13.4% | 30.8% |
| Operating Margin | 2.3% | 15.1% |
| Net Margin | 2.2% | 10.5% |
| Revenue YoY | 2.5% | 6.2% |
| Net Profit YoY | -3.3% | 23.8% |
| EPS (diluted) | $0.75 | $5.51 |
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 | — | $1.0B | ||
| Q4 25 | $766.5M | $1.0B | ||
| Q3 25 | $739.6M | $1.0B | ||
| Q2 25 | $812.9M | $1.1B | ||
| Q1 25 | $704.8M | $969.3M | ||
| Q4 24 | $747.5M | $1.0B | ||
| Q3 24 | $775.6M | $1.0B | ||
| Q2 24 | $746.1M | $1.0B |
| Q1 26 | — | $108.0M | ||
| Q4 25 | $16.5M | $168.0M | ||
| Q3 25 | $19.9M | $99.0M | ||
| Q2 25 | $20.1M | $-4.0M | ||
| Q1 25 | $17.4M | $87.3M | ||
| Q4 24 | $17.1M | $77.7M | ||
| Q3 24 | $17.0M | $83.1M | ||
| Q2 24 | $16.1M | $99.7M |
| Q1 26 | — | 30.8% | ||
| Q4 25 | 13.4% | 29.8% | ||
| Q3 25 | 14.5% | 30.4% | ||
| Q2 25 | 12.9% | 30.6% | ||
| Q1 25 | 14.2% | 30.0% | ||
| Q4 24 | 13.6% | 30.2% | ||
| Q3 24 | 13.1% | 29.6% | ||
| Q2 24 | 13.0% | 30.8% |
| Q1 26 | — | 15.1% | ||
| Q4 25 | 2.3% | 11.2% | ||
| Q3 25 | 3.5% | 13.5% | ||
| Q2 25 | 3.3% | 2.8% | ||
| Q1 25 | 3.2% | 13.2% | ||
| Q4 24 | 2.5% | 11.6% | ||
| Q3 24 | 2.3% | 12.3% | ||
| Q2 24 | 2.9% | 14.2% |
| Q1 26 | — | 10.5% | ||
| Q4 25 | 2.2% | 16.2% | ||
| Q3 25 | 2.7% | 9.5% | ||
| Q2 25 | 2.5% | -0.4% | ||
| Q1 25 | 2.5% | 9.0% | ||
| Q4 24 | 2.3% | 7.5% | ||
| Q3 24 | 2.2% | 8.1% | ||
| Q2 24 | 2.2% | 9.6% |
| Q1 26 | — | $5.51 | ||
| Q4 25 | $0.75 | $9.02 | ||
| Q3 25 | $0.89 | $4.98 | ||
| Q2 25 | $0.87 | $-1.53 | ||
| Q1 25 | $0.74 | $4.32 | ||
| Q4 24 | $0.70 | $3.85 | ||
| Q3 24 | $0.69 | $4.11 | ||
| Q2 24 | $0.66 | $4.91 |
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 | $160.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $910.9M | $1.7B |
| Total Assets | $1.7B | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $160.2M | ||
| Q4 25 | $83.5M | $187.1M | ||
| Q3 25 | $124.9M | $226.1M | ||
| Q2 25 | $126.2M | $208.5M | ||
| Q1 25 | $146.3M | $184.4M | ||
| Q4 24 | $110.5M | $164.3M | ||
| Q3 24 | $145.0M | $200.5M | ||
| Q2 24 | $185.5M | $163.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $795.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $730.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.7B | ||
| Q4 25 | $910.9M | $1.6B | ||
| Q3 25 | $914.0M | $1.6B | ||
| Q2 25 | $906.4M | $1.5B | ||
| Q1 25 | $901.7M | $1.6B | ||
| Q4 24 | $900.7M | $1.5B | ||
| Q3 24 | $920.9M | $1.5B | ||
| Q2 24 | $924.3M | $1.5B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $1.7B | $3.4B | ||
| Q3 25 | $1.7B | $3.4B | ||
| Q2 25 | $1.8B | $3.3B | ||
| Q1 25 | $1.7B | $3.4B | ||
| Q4 24 | $1.7B | $3.3B | ||
| Q3 24 | $1.8B | $3.5B | ||
| Q2 24 | $1.8B | $3.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.49× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.47× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — |
| Free Cash FlowOCF − Capex | $28.9M | — |
| FCF MarginFCF / Revenue | 3.8% | — |
| Capex IntensityCapex / Revenue | 0.3% | — |
| Cash ConversionOCF / Net Profit | 1.87× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $30.8M | $111.2M | ||
| Q3 25 | $23.2M | $112.5M | ||
| Q2 25 | — | $167.6M | ||
| Q1 25 | $66.1M | $65.1M | ||
| Q4 24 | $-6.2M | $193.4M | ||
| Q3 24 | $44.8M | $225.1M | ||
| Q2 24 | — | $130.8M |
| Q1 26 | — | — | ||
| Q4 25 | $28.9M | $70.4M | ||
| Q3 25 | $20.8M | $70.6M | ||
| Q2 25 | — | $135.6M | ||
| Q1 25 | $64.6M | $34.8M | ||
| Q4 24 | $-8.2M | $167.8M | ||
| Q3 24 | $42.5M | $204.6M | ||
| Q2 24 | — | $112.5M |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 6.8% | ||
| Q3 25 | 2.8% | 6.7% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | 9.2% | 3.6% | ||
| Q4 24 | -1.1% | 16.2% | ||
| Q3 24 | 5.5% | 20.1% | ||
| Q2 24 | — | 10.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 3.9% | ||
| Q3 25 | 0.3% | 4.0% | ||
| Q2 25 | 0.3% | 3.0% | ||
| Q1 25 | 0.2% | 3.1% | ||
| Q4 24 | 0.3% | 2.5% | ||
| Q3 24 | 0.3% | 2.0% | ||
| Q2 24 | 0.2% | 1.8% |
| Q1 26 | — | — | ||
| Q4 25 | 1.87× | 0.66× | ||
| Q3 25 | 1.17× | 1.14× | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.79× | 0.75× | ||
| Q4 24 | -0.36× | 2.49× | ||
| Q3 24 | 2.64× | 2.71× | ||
| Q2 24 | — | 1.31× |
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% |
VMI
| Infrastructure | $803.2M | 78% |
| Agriculture | $226.0M | 22% |
