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艺达思集团（IEX）与SCANSOURCE, INC.（SCSC）财务数据对比。点击上方公司名可切换其他公司
SCANSOURCE, INC.的季度营收约是艺达思集团的1.9倍（$766.5M vs $398.4M），艺达思集团净利率更高（30.1% vs 2.2%，领先28.0%），艺达思集团同比增速更快（16.7% vs 2.5%），艺达思集团自由现金流更多（$86.0M vs $28.9M），过去两年SCANSOURCE, INC.的营收复合增速更高（0.9% vs -29.4%）
艺达思集团是一家公开上市的工业制造企业，专注于流体系统与特种工程产品的研发和生产，产品广泛应用于工业制造、生命科学、食品安全等多个领域，可为全球各行业客户提供高性能定制化解决方案。
ScanSource是全球领先的专业技术分销商，主营销售点系统、条码扫描设备、网络安全产品、云服务及通信解决方案，面向北美、拉美、欧洲的增值经销商、服务提供商及企业客户，覆盖零售、医疗、工业、公共部门等领域。
IEX vs SCSC — 直观对比
营收规模更大
SCSC
是对方的1.9倍
$398.4M
营收增速更快
IEX
高出14.1%
2.5%
净利率更高
IEX
高出28.0%
2.2%
自由现金流更多
IEX
多$57.1M
$28.9M
两年增速更快
SCSC
近两年复合增速
-29.4%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $398.4M | $766.5M |
| 净利润 | $120.0M | $16.5M |
| 毛利率 | 99.9% | 13.4% |
| 营业利润率 | 43.3% | 2.3% |
| 净利率 | 30.1% | 2.2% |
| 营收同比 | 16.7% | 2.5% |
| 净利润同比 | 25.7% | -3.3% |
| 每股收益（稀释后） | $1.61 | $0.75 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收IEXSCSC
| Q2 26 | $398.4M | — | ||
| Q1 26 | $407.7M | — | ||
| Q4 25 | $899.1M | $766.5M | ||
| Q3 25 | $878.7M | $739.6M | ||
| Q2 25 | $865.4M | $812.9M | ||
| Q1 25 | $814.3M | $704.8M | ||
| Q4 24 | $862.9M | $747.5M | ||
| Q3 24 | $798.2M | $775.6M |
净利润IEXSCSC
| Q2 26 | $120.0M | — | ||
| Q1 26 | $128.3M | — | ||
| Q4 25 | $128.3M | $16.5M | ||
| Q3 25 | $127.8M | $19.9M | ||
| Q2 25 | $131.6M | $20.1M | ||
| Q1 25 | $95.5M | $17.4M | ||
| Q4 24 | $123.2M | $17.1M | ||
| Q3 24 | $119.1M | $17.0M |
毛利率IEXSCSC
| Q2 26 | 99.9% | — | ||
| Q1 26 | 94.9% | — | ||
| Q4 25 | 43.1% | 13.4% | ||
| Q3 25 | 44.5% | 14.5% | ||
| Q2 25 | 45.3% | 12.9% | ||
| Q1 25 | 45.3% | 14.2% | ||
| Q4 24 | 42.5% | 13.6% | ||
| Q3 24 | 44.3% | 13.1% |
营业利润率IEXSCSC
| Q2 26 | 43.3% | — | ||
| Q1 26 | 45.0% | — | ||
| Q4 25 | 20.4% | 2.3% | ||
| Q3 25 | 21.1% | 3.5% | ||
| Q2 25 | 21.7% | 3.3% | ||
| Q1 25 | 17.4% | 3.2% | ||
| Q4 24 | 19.2% | 2.5% | ||
| Q3 24 | 21.0% | 2.3% |
净利率IEXSCSC
| Q2 26 | 30.1% | — | ||
| Q1 26 | 31.5% | — | ||
| Q4 25 | 14.3% | 2.2% | ||
| Q3 25 | 14.5% | 2.7% | ||
| Q2 25 | 15.2% | 2.5% | ||
| Q1 25 | 11.7% | 2.5% | ||
| Q4 24 | 14.3% | 2.3% | ||
| Q3 24 | 14.9% | 2.2% |
每股收益（稀释后）IEXSCSC
| Q2 26 | $1.61 | — | ||
| Q1 26 | $1.71 | — | ||
| Q4 25 | $1.71 | $0.75 | ||
| Q3 25 | $1.70 | $0.89 | ||
| Q2 25 | $1.74 | $0.87 | ||
| Q1 25 | $1.26 | $0.74 | ||
| Q4 24 | $1.61 | $0.70 | ||
| Q3 24 | $1.57 | $0.69 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $586.2M | $83.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.0B | $910.9M |
| 总资产 | $6.9B | $1.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资IEXSCSC
| Q2 26 | $586.2M | — | ||
| Q1 26 | $580.0M | — | ||
| Q4 25 | $580.0M | $83.5M | ||
| Q3 25 | $593.8M | $124.9M | ||
| Q2 25 | $568.2M | $126.2M | ||
| Q1 25 | $594.1M | $146.3M | ||
| Q4 24 | $620.8M | $110.5M | ||
| Q3 24 | $633.2M | $145.0M |
总债务IEXSCSC
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.1B | — |
股东权益IEXSCSC
| Q2 26 | $4.0B | — | ||
| Q1 26 | $4.0B | — | ||
| Q4 25 | $4.0B | $910.9M | ||
| Q3 25 | $4.0B | $914.0M | ||
| Q2 25 | $4.0B | $906.4M | ||
| Q1 25 | $3.9B | $901.7M | ||
| Q4 24 | $3.8B | $900.7M | ||
| Q3 24 | $3.8B | $920.9M |
总资产IEXSCSC
| Q2 26 | $6.9B | — | ||
| Q1 26 | $6.9B | — | ||
| Q4 25 | $6.9B | $1.7B | ||
| Q3 25 | $7.0B | $1.7B | ||
| Q2 25 | $6.9B | $1.8B | ||
| Q1 25 | $6.8B | $1.7B | ||
| Q4 24 | $6.7B | $1.7B | ||
| Q3 24 | $7.0B | $1.8B |
负债/权益比IEXSCSC
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | — | ||
| Q3 25 | 0.48× | — | ||
| Q2 25 | 0.46× | — | ||
| Q1 25 | 0.50× | — | ||
| Q4 24 | 0.52× | — | ||
| Q3 24 | 0.55× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | — | $30.8M |
| 自由现金流经营现金流 - 资本支出 | $86.0M | $28.9M |
| 自由现金流率自由现金流/营收 | 21.6% | 3.8% |
| 资本支出强度资本支出/营收 | 4.4% | 0.3% |
| 现金转化率经营现金流/净利润 | — | 1.87× |
| 过去12个月自由现金流最近4个季度 | $654.3M | — |
8季度趋势，按日历期对齐
经营现金流IEXSCSC
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $209.5M | $30.8M | ||
| Q3 25 | $203.5M | $23.2M | ||
| Q2 25 | $161.7M | — | ||
| Q1 25 | $105.7M | $66.1M | ||
| Q4 24 | $172.6M | $-6.2M | ||
| Q3 24 | $205.3M | $44.8M |
自由现金流IEXSCSC
| Q2 26 | $86.0M | — | ||
| Q1 26 | $189.8M | — | ||
| Q4 25 | $189.8M | $28.9M | ||
| Q3 25 | $188.7M | $20.8M | ||
| Q2 25 | $146.9M | — | ||
| Q1 25 | $91.4M | $64.6M | ||
| Q4 24 | $157.1M | $-8.2M | ||
| Q3 24 | $191.6M | $42.5M |
自由现金流率IEXSCSC
| Q2 26 | 21.6% | — | ||
| Q1 26 | 46.6% | — | ||
| Q4 25 | 21.1% | 3.8% | ||
| Q3 25 | 21.5% | 2.8% | ||
| Q2 25 | 17.0% | — | ||
| Q1 25 | 11.2% | 9.2% | ||
| Q4 24 | 18.2% | -1.1% | ||
| Q3 24 | 24.0% | 5.5% |
资本支出强度IEXSCSC
| Q2 26 | 4.4% | — | ||
| Q1 26 | 15.6% | — | ||
| Q4 25 | 2.2% | 0.3% | ||
| Q3 25 | 1.7% | 0.3% | ||
| Q2 25 | 1.7% | 0.3% | ||
| Q1 25 | 1.8% | 0.2% | ||
| Q4 24 | 1.8% | 0.3% | ||
| Q3 24 | 1.7% | 0.3% |
现金转化率IEXSCSC
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.63× | 1.87× | ||
| Q3 25 | 1.59× | 1.17× | ||
| Q2 25 | 1.23× | — | ||
| Q1 25 | 1.11× | 3.79× | ||
| Q4 24 | 1.40× | -0.36× | ||
| Q3 24 | 1.72× | 2.64× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
IEX
暂无分部数据
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
