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ノードソン（NDSN）とSCANSOURCE, INC.（SCSC）の財務データ比較。上の社名をクリックして会社を切り替えられます
SCANSOURCE, INC.の直近四半期売上が大きい（$766.5M vs $751.8M、ノードソンの約1.0倍）。ノードソンの純利益率が高く（20.2% vs 2.2%、差は18.0%）。SCANSOURCE, INC.の前年同期比売上増加率が高い（2.5% vs 1.0%）。ノードソンの直近四半期フリーキャッシュフローが多い（$193.9M vs $28.9M）。過去8四半期でノードソンの売上複合成長率が高い（9.0% vs 0.9%）
ノードソンコーポレーションは米国発祥の多国籍企業で、民生用・産業用接着剤、シーラント、コーティング向けの塗布装置の設計・製造を主力とし、電子部品の検査装置、硬化・表面処理プロセス用技術システム、医療機器・部品技術の開発製造も手がけています。
ScanSource社は世界有数の専門技術流通企業で、POSシステム、バーコードスキャナー、サイバーセキュリティ製品、クラウドサービス、通信ソリューションなどを取り扱い、北米・中南米・欧州の付加価値販売業者、サービスプロバイダー、企業顧客向けに事業を展開し、小売、医療、産業、公共部門を主な対象分野としています。
NDSN vs SCSC — 直接比較
損益計算書 — Q4 FY2025 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $751.8M | $766.5M |
| 純利益 | $151.6M | $16.5M |
| 粗利率 | 56.3% | 13.4% |
| 営業利益率 | 28.5% | 2.3% |
| 純利益率 | 20.2% | 2.2% |
| 売上前年比 | 1.0% | 2.5% |
| 純利益前年比 | 24.1% | -3.3% |
| EPS（希薄化後） | $2.67 | $0.75 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $751.8M | $766.5M | ||
| Q3 25 | $741.5M | $739.6M | ||
| Q2 25 | $682.9M | $812.9M | ||
| Q1 25 | $615.4M | $704.8M | ||
| Q4 24 | $744.5M | $747.5M | ||
| Q3 24 | $661.6M | $775.6M | ||
| Q2 24 | $650.6M | $746.1M | ||
| Q1 24 | $633.2M | $752.6M |
| Q4 25 | $151.6M | $16.5M | ||
| Q3 25 | $125.8M | $19.9M | ||
| Q2 25 | $112.4M | $20.1M | ||
| Q1 25 | $94.7M | $17.4M | ||
| Q4 24 | $122.2M | $17.1M | ||
| Q3 24 | $117.3M | $17.0M | ||
| Q2 24 | $118.2M | $16.1M | ||
| Q1 24 | $109.6M | $12.8M |
| Q4 25 | 56.3% | 13.4% | ||
| Q3 25 | 54.8% | 14.5% | ||
| Q2 25 | 54.7% | 12.9% | ||
| Q1 25 | 54.6% | 14.2% | ||
| Q4 24 | 54.1% | 13.6% | ||
| Q3 24 | 55.8% | 13.1% | ||
| Q2 24 | 56.2% | 13.0% | ||
| Q1 24 | 55.0% | 12.6% |
| Q4 25 | 28.5% | 2.3% | ||
| Q3 25 | 25.3% | 3.5% | ||
| Q2 25 | 24.7% | 3.3% | ||
| Q1 25 | 22.9% | 3.2% | ||
| Q4 24 | 24.0% | 2.5% | ||
| Q3 24 | 25.3% | 2.3% | ||
| Q2 24 | 25.9% | 2.9% | ||
| Q1 24 | 25.2% | 2.3% |
| Q4 25 | 20.2% | 2.2% | ||
| Q3 25 | 17.0% | 2.7% | ||
| Q2 25 | 16.5% | 2.5% | ||
| Q1 25 | 15.4% | 2.5% | ||
| Q4 24 | 16.4% | 2.3% | ||
| Q3 24 | 17.7% | 2.2% | ||
| Q2 24 | 18.2% | 2.2% | ||
| Q1 24 | 17.3% | 1.7% |
| Q4 25 | $2.67 | $0.75 | ||
| Q3 25 | $2.22 | $0.89 | ||
| Q2 25 | $1.97 | $0.87 | ||
| Q1 25 | $1.65 | $0.74 | ||
| Q4 24 | $2.12 | $0.70 | ||
| Q3 24 | $2.04 | $0.69 | ||
| Q2 24 | $2.05 | $0.66 | ||
| Q1 24 | $1.90 | $0.50 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $108.4M | $83.5M |
| 総負債低いほど良い | $2.0B | — |
| 株主資本純資産 | $3.0B | $910.9M |
| 総資産 | $5.9B | $1.7B |
| 負債/資本比率低いほどレバレッジが低い | 0.66× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $108.4M | $83.5M | ||
| Q3 25 | $147.8M | $124.9M | ||
| Q2 25 | $130.2M | $126.2M | ||
| Q1 25 | $130.4M | $146.3M | ||
| Q4 24 | $116.0M | $110.5M | ||
| Q3 24 | $165.3M | $145.0M | ||
| Q2 24 | $125.4M | $185.5M | ||
| Q1 24 | $136.2M | $159.1M |
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.2B | — | ||
| Q1 25 | $2.2B | — | ||
| Q4 24 | $2.2B | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.5B | — | ||
| Q1 24 | $1.6B | — |
| Q4 25 | $3.0B | $910.9M | ||
| Q3 25 | $3.0B | $914.0M | ||
| Q2 25 | $3.0B | $906.4M | ||
| Q1 25 | $2.9B | $901.7M | ||
| Q4 24 | $2.9B | $900.7M | ||
| Q3 24 | $2.9B | $920.9M | ||
| Q2 24 | $2.8B | $924.3M | ||
| Q1 24 | $2.7B | $944.1M |
| Q4 25 | $5.9B | $1.7B | ||
| Q3 25 | $6.0B | $1.7B | ||
| Q2 25 | $6.1B | $1.8B | ||
| Q1 25 | $5.9B | $1.7B | ||
| Q4 24 | $6.0B | $1.7B | ||
| Q3 24 | $5.2B | $1.8B | ||
| Q2 24 | $5.2B | $1.8B | ||
| Q1 24 | $5.2B | $1.8B |
| Q4 25 | 0.66× | — | ||
| Q3 25 | 0.71× | — | ||
| Q2 25 | 0.74× | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | 0.52× | — | ||
| Q2 24 | 0.55× | — | ||
| Q1 24 | 0.60× | — |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $202.9M | $30.8M |
| フリーキャッシュフロー営業CF - 設備投資 | $193.9M | $28.9M |
| FCFマージンFCF / 売上 | 25.8% | 3.8% |
| 設備投資強度設備投資 / 売上 | 1.2% | 0.3% |
| キャッシュ転換率営業CF / 純利益 | 1.34× | 1.87× |
| 直近12ヶ月FCF直近4四半期 | $661.1M | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $202.9M | $30.8M | ||
| Q3 25 | $238.0M | $23.2M | ||
| Q2 25 | $119.2M | — | ||
| Q1 25 | $159.1M | $66.1M | ||
| Q4 24 | $96.4M | $-6.2M | ||
| Q3 24 | $164.8M | $44.8M | ||
| Q2 24 | $122.6M | — | ||
| Q1 24 | $172.4M | $160.2M |
| Q4 25 | $193.9M | $28.9M | ||
| Q3 25 | $226.4M | $20.8M | ||
| Q2 25 | $103.1M | — | ||
| Q1 25 | $137.7M | $64.6M | ||
| Q4 24 | $75.8M | $-8.2M | ||
| Q3 24 | $143.0M | $42.5M | ||
| Q2 24 | $108.2M | — | ||
| Q1 24 | $164.8M | $157.7M |
| Q4 25 | 25.8% | 3.8% | ||
| Q3 25 | 30.5% | 2.8% | ||
| Q2 25 | 15.1% | — | ||
| Q1 25 | 22.4% | 9.2% | ||
| Q4 24 | 10.2% | -1.1% | ||
| Q3 24 | 21.6% | 5.5% | ||
| Q2 24 | 16.6% | — | ||
| Q1 24 | 26.0% | 21.0% |
| Q4 25 | 1.2% | 0.3% | ||
| Q3 25 | 1.6% | 0.3% | ||
| Q2 25 | 2.3% | 0.3% | ||
| Q1 25 | 3.5% | 0.2% | ||
| Q4 24 | 2.8% | 0.3% | ||
| Q3 24 | 3.3% | 0.3% | ||
| Q2 24 | 2.2% | 0.2% | ||
| Q1 24 | 1.2% | 0.3% |
| Q4 25 | 1.34× | 1.87× | ||
| Q3 25 | 1.89× | 1.17× | ||
| Q2 25 | 1.06× | — | ||
| Q1 25 | 1.68× | 3.79× | ||
| Q4 24 | 0.79× | -0.36× | ||
| Q3 24 | 1.41× | 2.64× | ||
| Q2 24 | 1.04× | — | ||
| Q1 24 | 1.57× | 12.51× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
NDSN
| Advanced Technology Systems | $624.5M | 83% |
| Other | $127.3M | 17% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
