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SCANSOURCE, INC.（SCSC）とSEALED AIR CORP（SEE）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
SEALED AIR CORPの直近四半期売上が大きい（$1.4B vs $766.5M、SCANSOURCE, INC.の約1.8倍）。SEALED AIR CORPの純利益率が高く（3.1% vs 2.2%、差は1.0%）。SEALED AIR CORPの前年同期比売上増加率が高い（2.6% vs 2.5%）。SEALED AIR CORPの直近四半期フリーキャッシュフローが多い（$257.7M vs $28.9M）。過去8四半期でSEALED AIR CORPの売上複合成長率が高い（2.7% vs 0.9%）
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。
シールドエア社は、革新的な包装・保護ソリューションを提供するグローバル企業です。緩衝材、食品の安全性と鮮度保持を実現する包装、廃棄物削減に貢献する持続可能な包装システムを中核に、小売、Eコマース、食品飲料、工業製造などの分野にサービスを展開しています。
SCSC vs SEE — 直接比較
損益計算書 — Q2 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $766.5M | $1.4B |
| 純利益 | $16.5M | $43.8M |
| 粗利率 | 13.4% | 28.6% |
| 営業利益率 | 2.3% | 11.4% |
| 純利益率 | 2.2% | 3.1% |
| 売上前年比 | 2.5% | 2.6% |
| 純利益前年比 | -3.3% | 700.0% |
| EPS（希薄化後） | $0.75 | $0.30 |
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 | $766.5M | $1.4B | ||
| Q3 25 | $739.6M | $1.3B | ||
| Q2 25 | $812.9M | $1.3B | ||
| Q1 25 | $704.8M | $1.3B | ||
| Q4 24 | $747.5M | $1.4B | ||
| Q3 24 | $775.6M | $1.3B | ||
| Q2 24 | $746.1M | $1.3B | ||
| Q1 24 | $752.6M | $1.3B |
| Q4 25 | $16.5M | $43.8M | ||
| Q3 25 | $19.9M | $255.1M | ||
| Q2 25 | $20.1M | $93.1M | ||
| Q1 25 | $17.4M | $113.5M | ||
| Q4 24 | $17.1M | $-7.3M | ||
| Q3 24 | $17.0M | $91.7M | ||
| Q2 24 | $16.1M | $98.3M | ||
| Q1 24 | $12.8M | $82.0M |
| Q4 25 | 13.4% | 28.6% | ||
| Q3 25 | 14.5% | 29.8% | ||
| Q2 25 | 12.9% | 30.7% | ||
| Q1 25 | 14.2% | 30.9% | ||
| Q4 24 | 13.6% | 30.0% | ||
| Q3 24 | 13.1% | 30.1% | ||
| Q2 24 | 13.0% | 31.2% | ||
| Q1 24 | 12.6% | 30.3% |
| Q4 25 | 2.3% | 11.4% | ||
| Q3 25 | 3.5% | 13.8% | ||
| Q2 25 | 3.3% | 15.0% | ||
| Q1 25 | 3.2% | 14.5% | ||
| Q4 24 | 2.5% | 11.7% | ||
| Q3 24 | 2.3% | 13.9% | ||
| Q2 24 | 2.9% | 15.4% | ||
| Q1 24 | 2.3% | 14.0% |
| Q4 25 | 2.2% | 3.1% | ||
| Q3 25 | 2.7% | 19.0% | ||
| Q2 25 | 2.5% | 7.0% | ||
| Q1 25 | 2.5% | 9.0% | ||
| Q4 24 | 2.3% | -0.5% | ||
| Q3 24 | 2.2% | 6.9% | ||
| Q2 24 | 2.2% | 7.4% | ||
| Q1 24 | 1.7% | 6.2% |
| Q4 25 | $0.75 | $0.30 | ||
| Q3 25 | $0.89 | $1.73 | ||
| Q2 25 | $0.87 | $0.63 | ||
| Q1 25 | $0.74 | $0.77 | ||
| Q4 24 | $0.70 | $-0.05 | ||
| Q3 24 | $0.69 | $0.63 | ||
| Q2 24 | $0.66 | $0.67 | ||
| Q1 24 | $0.50 | $0.56 |
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 | $83.5M | $344.0M |
| 総負債低いほど良い | — | $3.3B |
| 株主資本純資産 | $910.9M | $1.2B |
| 総資産 | $1.7B | $7.0B |
| 負債/資本比率低いほどレバレッジが低い | — | 2.65× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $83.5M | $344.0M | ||
| Q3 25 | $124.9M | $282.5M | ||
| Q2 25 | $126.2M | $354.4M | ||
| Q1 25 | $146.3M | $335.2M | ||
| Q4 24 | $110.5M | $371.8M | ||
| Q3 24 | $145.0M | $386.0M | ||
| Q2 24 | $185.5M | $388.6M | ||
| Q1 24 | $159.1M | $352.8M |
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $4.0B | ||
| Q2 25 | — | $4.0B | ||
| Q1 25 | — | $4.2B | ||
| Q4 24 | — | $4.2B | ||
| Q3 24 | — | $4.3B | ||
| Q2 24 | — | $4.4B | ||
| Q1 24 | — | $4.5B |
| Q4 25 | $910.9M | $1.2B | ||
| Q3 25 | $914.0M | $1.2B | ||
| Q2 25 | $906.4M | $953.1M | ||
| Q1 25 | $901.7M | $797.9M | ||
| Q4 24 | $900.7M | $624.5M | ||
| Q3 24 | $920.9M | $771.2M | ||
| Q2 24 | $924.3M | $650.1M | ||
| Q1 24 | $944.1M | $598.3M |
| Q4 25 | $1.7B | $7.0B | ||
| Q3 25 | $1.7B | $7.1B | ||
| Q2 25 | $1.8B | $7.2B | ||
| Q1 25 | $1.7B | $7.0B | ||
| Q4 24 | $1.7B | $7.0B | ||
| Q3 24 | $1.8B | $7.3B | ||
| Q2 24 | $1.8B | $7.3B | ||
| Q1 24 | $1.8B | $7.2B |
| Q4 25 | — | 2.65× | ||
| Q3 25 | — | 3.34× | ||
| Q2 25 | — | 4.18× | ||
| Q1 25 | — | 5.26× | ||
| Q4 24 | — | 6.72× | ||
| Q3 24 | — | 5.62× | ||
| Q2 24 | — | 6.81× | ||
| Q1 24 | — | 7.49× |
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 | $30.8M | $293.6M |
| フリーキャッシュフロー営業CF - 設備投資 | $28.9M | $257.7M |
| FCFマージンFCF / 売上 | 3.8% | 18.5% |
| 設備投資強度設備投資 / 売上 | 0.3% | 2.6% |
| キャッシュ転換率営業CF / 純利益 | 1.87× | 6.70× |
| 直近12ヶ月FCF直近4四半期 | — | $458.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $30.8M | $293.6M | ||
| Q3 25 | $23.2M | $165.9M | ||
| Q2 25 | — | $136.6M | ||
| Q1 25 | $66.1M | $31.9M | ||
| Q4 24 | $-6.2M | $244.2M | ||
| Q3 24 | $44.8M | $170.5M | ||
| Q2 24 | — | $188.2M | ||
| Q1 24 | $160.2M | $125.1M |
| Q4 25 | $28.9M | $257.7M | ||
| Q3 25 | $20.8M | $119.6M | ||
| Q2 25 | — | $93.2M | ||
| Q1 25 | $64.6M | $-12.0M | ||
| Q4 24 | $-8.2M | $185.1M | ||
| Q3 24 | $42.5M | $115.2M | ||
| Q2 24 | — | $129.5M | ||
| Q1 24 | $157.7M | $78.0M |
| Q4 25 | 3.8% | 18.5% | ||
| Q3 25 | 2.8% | 8.9% | ||
| Q2 25 | — | 7.0% | ||
| Q1 25 | 9.2% | -0.9% | ||
| Q4 24 | -1.1% | 13.6% | ||
| Q3 24 | 5.5% | 8.6% | ||
| Q2 24 | — | 9.7% | ||
| Q1 24 | 21.0% | 5.9% |
| Q4 25 | 0.3% | 2.6% | ||
| Q3 25 | 0.3% | 3.4% | ||
| Q2 25 | 0.3% | 3.3% | ||
| Q1 25 | 0.2% | 3.5% | ||
| Q4 24 | 0.3% | 4.4% | ||
| Q3 24 | 0.3% | 4.1% | ||
| Q2 24 | 0.2% | 4.4% | ||
| Q1 24 | 0.3% | 3.6% |
| Q4 25 | 1.87× | 6.70× | ||
| Q3 25 | 1.17× | 0.65× | ||
| Q2 25 | — | 1.47× | ||
| Q1 25 | 3.79× | 0.28× | ||
| Q4 24 | -0.36× | — | ||
| Q3 24 | 2.64× | 1.86× | ||
| Q2 24 | — | 1.91× | ||
| Q1 24 | 12.51× | 1.53× |
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
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
SEE
| Protective Segment | $1.1B | 78% |
| Other | $292.0M | 21% |
| Pension Plans Defined Benefit | $7.9M | 1% |
