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NORTHERN OIL & GAS, INC.（NOG）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NORTHERN OIL & GAS, INC.的1.3倍（$766.5M vs $610.2M），SCANSOURCE, INC.净利率更高（2.2% vs -11.6%，领先13.7%），SCANSOURCE, INC.同比增速更快（2.5% vs -72.6%），NORTHERN OIL & GAS, INC.自由现金流更多（$43.2M vs $28.9M），过去两年NORTHERN OIL & GAS, INC.的营收复合增速更高（4.3% vs 0.9%）
Marathon Oil Corporation是一家美国油气勘探开发企业，核心业务涵盖油气资源的勘探、开采与运营，2024年11月被康菲石油收购，相关业务与资产已并入康菲石油体系。
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。
NOG vs SCSC — 直观对比
营收规模更大
SCSC
是对方的1.3倍
$610.2M
营收增速更快
SCSC
高出75.1%
-72.6%
净利率更高
SCSC
高出13.7%
-11.6%
自由现金流更多
NOG
多$14.3M
$28.9M
两年增速更快
NOG
近两年复合增速
0.9%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $610.2M | $766.5M |
| 净利润 | $-70.7M | $16.5M |
| 毛利率 | — | 13.4% |
| 营业利润率 | — | 2.3% |
| 净利率 | -11.6% | 2.2% |
| 营收同比 | -72.6% | 2.5% |
| 净利润同比 | -198.7% | -3.3% |
| 每股收益（稀释后） | $-0.73 | $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NOGSCSC
| Q1 26 | $610.2M | — | ||
| Q4 25 | $610.2M | $766.5M | ||
| Q3 25 | $556.6M | $739.6M | ||
| Q2 25 | $706.8M | $812.9M | ||
| Q1 25 | $602.1M | $704.8M | ||
| Q4 24 | $515.0M | $747.5M | ||
| Q3 24 | $753.6M | $775.6M | ||
| Q2 24 | $560.8M | $746.1M |
净利润NOGSCSC
| Q1 26 | $-70.7M | — | ||
| Q4 25 | $-70.7M | $16.5M | ||
| Q3 25 | $-129.1M | $19.9M | ||
| Q2 25 | $99.6M | $20.1M | ||
| Q1 25 | $139.0M | $17.4M | ||
| Q4 24 | $71.7M | $17.1M | ||
| Q3 24 | $298.4M | $17.0M | ||
| Q2 24 | $138.6M | $16.1M |
毛利率NOGSCSC
| Q1 26 | — | — | ||
| Q4 25 | 80.4% | 13.4% | ||
| Q3 25 | 78.7% | 14.5% | ||
| Q2 25 | 82.8% | 12.9% | ||
| Q1 25 | 81.1% | 14.2% | ||
| Q4 24 | 77.4% | 13.6% | ||
| Q3 24 | 85.8% | 13.1% | ||
| Q2 24 | 82.0% | 13.0% |
营业利润率NOGSCSC
| Q1 26 | — | — | ||
| Q4 25 | -5.5% | 2.3% | ||
| Q3 25 | -22.6% | 3.5% | ||
| Q2 25 | 24.9% | 3.3% | ||
| Q1 25 | 38.1% | 3.2% | ||
| Q4 24 | 25.8% | 2.5% | ||
| Q3 24 | 57.6% | 2.3% | ||
| Q2 24 | 39.0% | 2.9% |
净利率NOGSCSC
| Q1 26 | -11.6% | — | ||
| Q4 25 | -11.6% | 2.2% | ||
| Q3 25 | -23.2% | 2.7% | ||
| Q2 25 | 14.1% | 2.5% | ||
| Q1 25 | 23.1% | 2.5% | ||
| Q4 24 | 13.9% | 2.3% | ||
| Q3 24 | 39.6% | 2.2% | ||
| Q2 24 | 24.7% | 2.2% |
每股收益（稀释后）NOGSCSC
| Q1 26 | $-0.73 | — | ||
| Q4 25 | $-0.67 | $0.75 | ||
| Q3 25 | $-1.33 | $0.89 | ||
| Q2 25 | $1.00 | $0.87 | ||
| Q1 25 | $1.39 | $0.74 | ||
| Q4 24 | $0.71 | $0.70 | ||
| Q3 24 | $2.96 | $0.69 | ||
| Q2 24 | $1.36 | $0.66 |
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 | $14.3M | $83.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | $910.9M |
| 总资产 | $5.4B | $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NOGSCSC
| Q1 26 | $14.3M | — | ||
| Q4 25 | $14.3M | $83.5M | ||
| Q3 25 | $31.6M | $124.9M | ||
| Q2 25 | $25.9M | $126.2M | ||
| Q1 25 | $33.6M | $146.3M | ||
| Q4 24 | $8.9M | $110.5M | ||
| Q3 24 | $34.4M | $145.0M | ||
| Q2 24 | $7.8M | $185.5M |
总债务NOGSCSC
| Q1 26 | — | — | ||
| Q4 25 | $2.4B | — | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $1.9B | — |
股东权益NOGSCSC
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $910.9M | ||
| Q3 25 | $2.2B | $914.0M | ||
| Q2 25 | $2.4B | $906.4M | ||
| Q1 25 | $2.4B | $901.7M | ||
| Q4 24 | $2.3B | $900.7M | ||
| Q3 24 | $2.3B | $920.9M | ||
| Q2 24 | $2.1B | $924.3M |
总资产NOGSCSC
| Q1 26 | $5.4B | — | ||
| Q4 25 | $5.4B | $1.7B | ||
| Q3 25 | $5.5B | $1.7B | ||
| Q2 25 | $5.7B | $1.8B | ||
| Q1 25 | $5.7B | $1.7B | ||
| Q4 24 | $5.6B | $1.7B | ||
| Q3 24 | $5.1B | $1.8B | ||
| Q2 24 | $4.7B | $1.8B |
负债/权益比NOGSCSC
| Q1 26 | — | — | ||
| Q4 25 | 1.13× | — | ||
| Q3 25 | 1.05× | — | ||
| Q2 25 | 0.98× | — | ||
| Q1 25 | 0.96× | — | ||
| Q4 24 | 1.02× | — | ||
| Q3 24 | 0.84× | — | ||
| Q2 24 | 0.91× | — |
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 | $312.6M | $30.8M |
| 自由现金流经营现金流 - 资本支出 | $43.2M | $28.9M |
| 自由现金流率自由现金流/营收 | 7.1% | 3.8% |
| 资本支出强度资本支出/营收 | 31.5% | 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 | — | — |
8季度趋势，按日历期对齐
经营现金流NOGSCSC
| Q1 26 | $312.6M | — | ||
| Q4 25 | $312.6M | $30.8M | ||
| Q3 25 | $423.1M | $23.2M | ||
| Q2 25 | $362.1M | — | ||
| Q1 25 | $407.4M | $66.1M | ||
| Q4 24 | $290.3M | $-6.2M | ||
| Q3 24 | $385.8M | $44.8M | ||
| Q2 24 | $340.5M | — |
自由现金流NOGSCSC
| Q1 26 | $43.2M | — | ||
| Q4 25 | — | $28.9M | ||
| Q3 25 | — | $20.8M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $64.6M | ||
| Q4 24 | — | $-8.2M | ||
| Q3 24 | — | $42.5M | ||
| Q2 24 | — | — |
自由现金流率NOGSCSC
| Q1 26 | 7.1% | — | ||
| Q4 25 | — | 3.8% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 9.2% | ||
| Q4 24 | — | -1.1% | ||
| Q3 24 | — | 5.5% | ||
| Q2 24 | — | — |
资本支出强度NOGSCSC
| Q1 26 | 31.5% | — | ||
| Q4 25 | — | 0.3% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.2% |
现金转化率NOGSCSC
| Q1 26 | — | — | ||
| Q4 25 | — | 1.87× | ||
| Q3 25 | — | 1.17× | ||
| Q2 25 | 3.64× | — | ||
| Q1 25 | 2.93× | 3.79× | ||
| Q4 24 | 4.05× | -0.36× | ||
| Q3 24 | 1.29× | 2.64× | ||
| Q2 24 | 2.46× | — |
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
NOG
| Oil and Gas Sales | $447.7M | 73% |
| Gain on Commodity Derivatives, Net | $159.3M | 26% |
| Other Revenue | $3.1M | 1% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
