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SCANSOURCE, INC.(SCSC)与Schneider National, Inc.(SNDR)财务数据对比。点击上方公司名可切换其他公司
Schneider National, Inc.的季度营收约是SCANSOURCE, INC.的1.6倍($1.2B vs $766.5M),SCANSOURCE, INC.净利率更高(2.2% vs 1.6%,领先0.5%),SCANSOURCE, INC.同比增速更快(2.5% vs -1.2%),Schneider National, Inc.自由现金流更多($48.1M vs $28.9M),过去两年SCANSOURCE, INC.的营收复合增速更高(0.9% vs -2.8%)
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。
美国施耐德国家公司是知名交通运输企业,提供整车运输、多式联运及综合物流服务,业务涵盖区域配送、长途运输、加急运输、专属运力、散货运输、货运代理、越库物流、共同配送点分拨、供应链管理、港口物流等领域,可为客户提供定制化供应链解决方案。
SCSC vs SNDR — 直观对比
营收规模更大
SNDR
是对方的1.6倍
$766.5M
营收增速更快
SCSC
高出3.8%
-1.2%
净利率更高
SCSC
高出0.5%
1.6%
自由现金流更多
SNDR
多$19.2M
$28.9M
两年增速更快
SCSC
近两年复合增速
-2.8%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $766.5M | $1.2B |
| 净利润 | $16.5M | $20.4M |
| 毛利率 | 13.4% | — |
| 营业利润率 | 2.3% | 2.7% |
| 净利率 | 2.2% | 1.6% |
| 营收同比 | 2.5% | -1.2% |
| 净利润同比 | -3.3% | -21.8% |
| 每股收益(稀释后) | $0.75 | $0.12 |
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
SCSC
SNDR
| Q1 26 | — | $1.2B | ||
| Q4 25 | $766.5M | $1.4B | ||
| Q3 25 | $739.6M | $1.5B | ||
| Q2 25 | $812.9M | $1.4B | ||
| Q1 25 | $704.8M | $1.4B | ||
| Q4 24 | $747.5M | $1.3B | ||
| Q3 24 | $775.6M | $1.3B | ||
| Q2 24 | $746.1M | $1.3B |
净利润
SCSC
SNDR
| Q1 26 | — | $20.4M | ||
| Q4 25 | $16.5M | $22.1M | ||
| Q3 25 | $19.9M | $19.4M | ||
| Q2 25 | $20.1M | $36.0M | ||
| Q1 25 | $17.4M | $26.1M | ||
| Q4 24 | $17.1M | $32.6M | ||
| Q3 24 | $17.0M | $30.6M | ||
| Q2 24 | $16.1M | $35.3M |
毛利率
SCSC
SNDR
| Q1 26 | — | — | ||
| Q4 25 | 13.4% | — | ||
| Q3 25 | 14.5% | — | ||
| Q2 25 | 12.9% | — | ||
| Q1 25 | 14.2% | — | ||
| Q4 24 | 13.6% | — | ||
| Q3 24 | 13.1% | — | ||
| Q2 24 | 13.0% | — |
营业利润率
SCSC
SNDR
| Q1 26 | — | 2.7% | ||
| Q4 25 | 2.3% | 2.6% | ||
| Q3 25 | 3.5% | 2.4% | ||
| Q2 25 | 3.3% | 3.9% | ||
| Q1 25 | 3.2% | 3.0% | ||
| Q4 24 | 2.5% | 3.2% | ||
| Q3 24 | 2.3% | 3.3% | ||
| Q2 24 | 2.9% | 3.9% |
净利率
SCSC
SNDR
| Q1 26 | — | 1.6% | ||
| Q4 25 | 2.2% | 1.6% | ||
| Q3 25 | 2.7% | 1.3% | ||
| Q2 25 | 2.5% | 2.5% | ||
| Q1 25 | 2.5% | 1.9% | ||
| Q4 24 | 2.3% | 2.4% | ||
| Q3 24 | 2.2% | 2.3% | ||
| Q2 24 | 2.2% | 2.7% |
每股收益(稀释后)
SCSC
SNDR
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.75 | $0.13 | ||
| Q3 25 | $0.89 | $0.11 | ||
| Q2 25 | $0.87 | $0.20 | ||
| Q1 25 | $0.74 | $0.15 | ||
| Q4 24 | $0.70 | $0.19 | ||
| Q3 24 | $0.69 | $0.17 | ||
| Q2 24 | $0.66 | $0.20 |
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 | $83.5M | $227.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $910.9M | $3.0B |
| 总资产 | $1.7B | $4.9B |
| 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
SCSC
SNDR
| Q1 26 | — | $227.8M | ||
| Q4 25 | $83.5M | $41.8M | ||
| Q3 25 | $124.9M | $235.7M | ||
| Q2 25 | $126.2M | $205.1M | ||
| Q1 25 | $146.3M | $154.3M | ||
| Q4 24 | $110.5M | $165.5M | ||
| Q3 24 | $145.0M | $231.6M | ||
| Q2 24 | $185.5M | $157.2M |
总债务
SCSC
SNDR
| Q1 26 | — | — | ||
| Q4 25 | — | $390.9M | ||
| Q3 25 | — | $509.8M | ||
| Q2 25 | — | $512.7M | ||
| Q1 25 | — | $565.8M | ||
| Q4 24 | — | $420.8M | ||
| Q3 24 | — | $124.7M | ||
| Q2 24 | — | $125.8M |
股东权益
SCSC
SNDR
| Q1 26 | — | $3.0B | ||
| Q4 25 | $910.9M | $3.0B | ||
| Q3 25 | $914.0M | $3.0B | ||
| Q2 25 | $906.4M | $3.0B | ||
| Q1 25 | $901.7M | $3.0B | ||
| Q4 24 | $900.7M | $3.0B | ||
| Q3 24 | $920.9M | $3.0B | ||
| Q2 24 | $924.3M | $3.0B |
总资产
SCSC
SNDR
| Q1 26 | — | $4.9B | ||
| Q4 25 | $1.7B | $4.8B | ||
| Q3 25 | $1.7B | $5.0B | ||
| Q2 25 | $1.8B | $5.0B | ||
| Q1 25 | $1.7B | $5.0B | ||
| Q4 24 | $1.7B | $4.9B | ||
| Q3 24 | $1.8B | $4.6B | ||
| Q2 24 | $1.8B | $4.5B |
负债/权益比
SCSC
SNDR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.13× | ||
| Q3 25 | — | 0.17× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.19× | ||
| Q4 24 | — | 0.14× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | — | 0.04× |
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 | $92.9M |
| 自由现金流经营现金流 - 资本支出 | $28.9M | $48.1M |
| 自由现金流率自由现金流/营收 | 3.8% | 3.9% |
| 资本支出强度资本支出/营收 | 0.3% | 3.6% |
| 现金转化率经营现金流/净利润 | 1.87× | 4.55× |
| 过去12个月自由现金流最近4个季度 | — | $356.2M |
8季度趋势,按日历期对齐
经营现金流
SCSC
SNDR
| Q1 26 | — | $92.9M | ||
| Q4 25 | $30.8M | $186.0M | ||
| Q3 25 | $23.2M | $184.2M | ||
| Q2 25 | — | $175.5M | ||
| Q1 25 | $66.1M | $91.7M | ||
| Q4 24 | $-6.2M | $199.5M | ||
| Q3 24 | $44.8M | $206.4M | ||
| Q2 24 | — | $182.6M |
自由现金流
SCSC
SNDR
| Q1 26 | — | $48.1M | ||
| Q4 25 | $28.9M | $145.5M | ||
| Q3 25 | $20.8M | $56.2M | ||
| Q2 25 | — | $106.4M | ||
| Q1 25 | $64.6M | $-22.7M | ||
| Q4 24 | $-8.2M | $113.6M | ||
| Q3 24 | $42.5M | $98.7M | ||
| Q2 24 | — | $85.5M |
自由现金流率
SCSC
SNDR
| Q1 26 | — | 3.9% | ||
| Q4 25 | 3.8% | 10.4% | ||
| Q3 25 | 2.8% | 3.9% | ||
| Q2 25 | — | 7.5% | ||
| Q1 25 | 9.2% | -1.6% | ||
| Q4 24 | -1.1% | 8.5% | ||
| Q3 24 | 5.5% | 7.5% | ||
| Q2 24 | — | 6.5% |
资本支出强度
SCSC
SNDR
| Q1 26 | — | 3.6% | ||
| Q4 25 | 0.3% | 2.9% | ||
| Q3 25 | 0.3% | 8.8% | ||
| Q2 25 | 0.3% | 4.9% | ||
| Q1 25 | 0.2% | 8.2% | ||
| Q4 24 | 0.3% | 6.4% | ||
| Q3 24 | 0.3% | 8.2% | ||
| Q2 24 | 0.2% | 7.4% |
现金转化率
SCSC
SNDR
| Q1 26 | — | 4.55× | ||
| Q4 25 | 1.87× | 8.42× | ||
| Q3 25 | 1.17× | 9.49× | ||
| Q2 25 | — | 4.88× | ||
| Q1 25 | 3.79× | 3.51× | ||
| Q4 24 | -0.36× | 6.12× | ||
| Q3 24 | 2.64× | 6.75× | ||
| Q2 24 | — | 5.17× |
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
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
SNDR
暂无分部数据