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SCANSOURCE, INC.（SCSC）与SiriusPoint Ltd（SPNT）财务数据对比。点击上方公司名可切换其他公司
SiriusPoint Ltd的季度营收约是SCANSOURCE, INC.的1.3倍（$973.7M vs $766.5M），SiriusPoint Ltd净利率更高（25.1% vs 2.2%，领先22.9%），SiriusPoint Ltd同比增速更快（58.9% vs 2.5%），过去两年SiriusPoint Ltd的营收复合增速更高（19.2% vs 0.9%）
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。
SiriusPoint Ltd是一家总部位于百慕大彭布罗克的全球特种保险及再保险服务商，提供财产险、意外险、特种险种保障及另类资本解决方案，服务覆盖北美、欧洲、亚太等市场的商业客户与风险承担方，注重严谨核保与稳定的风险调整收益。
SCSC vs SPNT — 直观对比
营收规模更大
SPNT
是对方的1.3倍
$766.5M
营收增速更快
SPNT
高出56.3%
2.5%
净利率更高
SPNT
高出22.9%
2.2%
两年增速更快
SPNT
近两年复合增速
0.9%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $766.5M | $973.7M |
| 净利润 | $16.5M | $244.1M |
| 毛利率 | 13.4% | — |
| 营业利润率 | 2.3% | 28.8% |
| 净利率 | 2.2% | 25.1% |
| 营收同比 | 2.5% | 58.9% |
| 净利润同比 | -3.3% | 1535.9% |
| 每股收益（稀释后） | $0.75 | $1.92 |
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SCSCSPNT
| Q4 25 | $766.5M | $973.7M | ||
| Q3 25 | $739.6M | $755.9M | ||
| Q2 25 | $812.9M | $748.2M | ||
| Q1 25 | $704.8M | $727.3M | ||
| Q4 24 | $747.5M | $612.8M | ||
| Q3 24 | $775.6M | $562.2M | ||
| Q2 24 | $746.1M | $743.3M | ||
| Q1 24 | $752.6M | $685.5M |
净利润SCSCSPNT
| Q4 25 | $16.5M | $244.1M | ||
| Q3 25 | $19.9M | $90.8M | ||
| Q2 25 | $20.1M | $63.2M | ||
| Q1 25 | $17.4M | $61.6M | ||
| Q4 24 | $17.1M | $-17.0M | ||
| Q3 24 | $17.0M | $8.5M | ||
| Q2 24 | $16.1M | $113.9M | ||
| Q1 24 | $12.8M | $94.8M |
毛利率SCSCSPNT
| 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% | — | ||
| Q1 24 | 12.6% | — |
营业利润率SCSCSPNT
| Q4 25 | 2.3% | 28.8% | ||
| Q3 25 | 3.5% | 14.7% | ||
| Q2 25 | 3.3% | 10.0% | ||
| Q1 25 | 3.2% | 10.4% | ||
| Q4 24 | 2.5% | -2.1% | ||
| Q3 24 | 2.3% | 2.0% | ||
| Q2 24 | 2.9% | 17.4% | ||
| Q1 24 | 2.3% | 15.4% |
净利率SCSCSPNT
| Q4 25 | 2.2% | 25.1% | ||
| Q3 25 | 2.7% | 12.0% | ||
| Q2 25 | 2.5% | 8.4% | ||
| Q1 25 | 2.5% | 8.5% | ||
| Q4 24 | 2.3% | -2.8% | ||
| Q3 24 | 2.2% | 1.5% | ||
| Q2 24 | 2.2% | 15.3% | ||
| Q1 24 | 1.7% | 13.8% |
每股收益（稀释后）SCSCSPNT
| Q4 25 | $0.75 | $1.92 | ||
| Q3 25 | $0.89 | $0.73 | ||
| Q2 25 | $0.87 | $0.50 | ||
| Q1 25 | $0.74 | $0.49 | ||
| Q4 24 | $0.70 | $-0.05 | ||
| Q3 24 | $0.69 | $0.03 | ||
| Q2 24 | $0.66 | $0.57 | ||
| Q1 24 | $0.50 | $0.49 |
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 | $731.2M |
| 总债务越低越好 | — | $688.6M |
| 股东权益账面价值 | $910.9M | $2.5B |
| 总资产 | $1.7B | $12.6B |
| 负债/权益比越低杠杆越低 | — | 0.28× |
8季度趋势，按日历期对齐
现金及短期投资SCSCSPNT
| Q4 25 | $83.5M | $731.2M | ||
| Q3 25 | $124.9M | $582.4M | ||
| Q2 25 | $126.2M | $732.4M | ||
| Q1 25 | $146.3M | $740.3M | ||
| Q4 24 | $110.5M | $682.0M | ||
| Q3 24 | $145.0M | $640.7M | ||
| Q2 24 | $185.5M | $598.1M | ||
| Q1 24 | $159.1M | $867.5M |
总债务SCSCSPNT
| Q4 25 | — | $688.6M | ||
| Q3 25 | — | $682.5M | ||
| Q2 25 | — | $678.4M | ||
| Q1 25 | — | $663.5M | ||
| Q4 24 | — | $639.1M | ||
| Q3 24 | — | $660.5M | ||
| Q2 24 | — | $648.6M | ||
| Q1 24 | — | $770.6M |
股东权益SCSCSPNT
| Q4 25 | $910.9M | $2.5B | ||
| Q3 25 | $914.0M | $2.2B | ||
| Q2 25 | $906.4M | $2.1B | ||
| Q1 25 | $901.7M | $2.0B | ||
| Q4 24 | $900.7M | $1.9B | ||
| Q3 24 | $920.9M | $2.7B | ||
| Q2 24 | $924.3M | $2.7B | ||
| Q1 24 | $944.1M | $2.6B |
总资产SCSCSPNT
| Q4 25 | $1.7B | $12.6B | ||
| Q3 25 | $1.7B | $12.5B | ||
| Q2 25 | $1.8B | $12.4B | ||
| Q1 25 | $1.7B | $12.3B | ||
| Q4 24 | $1.7B | $12.5B | ||
| Q3 24 | $1.8B | $12.7B | ||
| Q2 24 | $1.8B | $12.8B | ||
| Q1 24 | $1.8B | $13.1B |
负债/权益比SCSCSPNT
| Q4 25 | — | 0.28× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.32× | ||
| Q1 25 | — | 0.33× | ||
| Q4 24 | — | 0.33× | ||
| Q3 24 | — | 0.25× | ||
| Q2 24 | — | 0.24× | ||
| Q1 24 | — | 0.30× |
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 | $-26.4M |
| 自由现金流经营现金流 - 资本支出 | $28.9M | — |
| 自由现金流率自由现金流/营收 | 3.8% | — |
| 资本支出强度资本支出/营收 | 0.3% | — |
| 现金转化率经营现金流/净利润 | 1.87× | -0.11× |
| 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SCSCSPNT
| Q4 25 | $30.8M | $-26.4M | ||
| Q3 25 | $23.2M | $155.6M | ||
| Q2 25 | — | $62.1M | ||
| Q1 25 | $66.1M | $-88.9M | ||
| Q4 24 | $-6.2M | $107.7M | ||
| Q3 24 | $44.8M | $58.1M | ||
| Q2 24 | — | $-149.9M | ||
| Q1 24 | $160.2M | $58.8M |
自由现金流SCSCSPNT
| Q4 25 | $28.9M | — | ||
| Q3 25 | $20.8M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $64.6M | — | ||
| Q4 24 | $-8.2M | — | ||
| Q3 24 | $42.5M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $157.7M | — |
自由现金流率SCSCSPNT
| Q4 25 | 3.8% | — | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 9.2% | — | ||
| Q4 24 | -1.1% | — | ||
| Q3 24 | 5.5% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 21.0% | — |
资本支出强度SCSCSPNT
| 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% | — | ||
| Q1 24 | 0.3% | — |
现金转化率SCSCSPNT
| Q4 25 | 1.87× | -0.11× | ||
| Q3 25 | 1.17× | 1.71× | ||
| Q2 25 | — | 0.98× | ||
| Q1 25 | 3.79× | -1.44× | ||
| Q4 24 | -0.36× | — | ||
| Q3 24 | 2.64× | 6.84× | ||
| Q2 24 | — | -1.32× | ||
| Q1 24 | 12.51× | 0.62× |
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% |
SPNT
暂无分部数据
