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SCANSOURCE, INC.(SCSC)与Simpson Manufacturing Co., Inc.(SSD)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Simpson Manufacturing Co., Inc.的1.3倍($766.5M vs $588.0M),Simpson Manufacturing Co., Inc.净利率更高(15.0% vs 2.2%,领先12.9%),Simpson Manufacturing Co., Inc.同比增速更快(9.1% vs 2.5%),过去两年SCANSOURCE, INC.的营收复合增速更高(0.9% vs -0.8%)
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。
辛普森制造是美国领先的建筑材料生产企业,主营面向新建建筑及改造翻新项目的结构连接件、紧固件、锚固件等专业产品,在建筑配套材料领域具备深厚的技术积累与较高的市场认可度。
SCSC vs SSD — 直观对比
营收规模更大
SCSC
是对方的1.3倍
$588.0M
营收增速更快
SSD
高出6.6%
2.5%
净利率更高
SSD
高出12.9%
2.2%
两年增速更快
SCSC
近两年复合增速
-0.8%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $766.5M | $588.0M |
| 净利润 | $16.5M | $88.2M |
| 毛利率 | 13.4% | 45.2% |
| 营业利润率 | 2.3% | 19.5% |
| 净利率 | 2.2% | 15.0% |
| 营收同比 | 2.5% | 9.1% |
| 净利润同比 | -3.3% | 13.3% |
| 每股收益(稀释后) | $0.75 | $2.13 |
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
SSD
| Q1 26 | — | $588.0M | ||
| Q4 25 | $766.5M | $539.3M | ||
| Q3 25 | $739.6M | $623.5M | ||
| Q2 25 | $812.9M | $631.1M | ||
| Q1 25 | $704.8M | $538.9M | ||
| Q4 24 | $747.5M | $517.4M | ||
| Q3 24 | $775.6M | $587.2M | ||
| Q2 24 | $746.1M | $597.0M |
净利润
SCSC
SSD
| Q1 26 | — | $88.2M | ||
| Q4 25 | $16.5M | $56.2M | ||
| Q3 25 | $19.9M | $107.4M | ||
| Q2 25 | $20.1M | $103.5M | ||
| Q1 25 | $17.4M | $77.9M | ||
| Q4 24 | $17.1M | $55.4M | ||
| Q3 24 | $17.0M | $93.5M | ||
| Q2 24 | $16.1M | $97.8M |
毛利率
SCSC
SSD
| Q1 26 | — | 45.2% | ||
| Q4 25 | 13.4% | 43.4% | ||
| Q3 25 | 14.5% | 46.4% | ||
| Q2 25 | 12.9% | 46.7% | ||
| Q1 25 | 14.2% | 46.8% | ||
| Q4 24 | 13.6% | 44.0% | ||
| Q3 24 | 13.1% | 46.8% | ||
| Q2 24 | 13.0% | 46.7% |
营业利润率
SCSC
SSD
| Q1 26 | — | 19.5% | ||
| Q4 25 | 2.3% | 13.9% | ||
| Q3 25 | 3.5% | 22.6% | ||
| Q2 25 | 3.3% | 22.2% | ||
| Q1 25 | 3.2% | 19.0% | ||
| Q4 24 | 2.5% | 14.8% | ||
| Q3 24 | 2.3% | 21.3% | ||
| Q2 24 | 2.9% | 22.1% |
净利率
SCSC
SSD
| Q1 26 | — | 15.0% | ||
| Q4 25 | 2.2% | 10.4% | ||
| Q3 25 | 2.7% | 17.2% | ||
| Q2 25 | 2.5% | 16.4% | ||
| Q1 25 | 2.5% | 14.5% | ||
| Q4 24 | 2.3% | 10.7% | ||
| Q3 24 | 2.2% | 15.9% | ||
| Q2 24 | 2.2% | 16.4% |
每股收益(稀释后)
SCSC
SSD
| Q1 26 | — | $2.13 | ||
| Q4 25 | $0.75 | $1.34 | ||
| Q3 25 | $0.89 | $2.58 | ||
| Q2 25 | $0.87 | $2.47 | ||
| Q1 25 | $0.74 | $1.85 | ||
| Q4 24 | $0.70 | $1.31 | ||
| Q3 24 | $0.69 | $2.21 | ||
| Q2 24 | $0.66 | $2.31 |
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 | $341.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $910.9M | $2.1B |
| 总资产 | $1.7B | $3.0B |
| 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
SSD
| Q1 26 | — | $341.0M | ||
| Q4 25 | $83.5M | $384.1M | ||
| Q3 25 | $124.9M | $297.3M | ||
| Q2 25 | $126.2M | $190.4M | ||
| Q1 25 | $146.3M | $150.3M | ||
| Q4 24 | $110.5M | $239.4M | ||
| Q3 24 | $145.0M | $339.4M | ||
| Q2 24 | $185.5M | $354.9M |
总债务
SCSC
SSD
| Q1 26 | — | — | ||
| Q4 25 | — | $300.0M | ||
| Q3 25 | — | $371.3M | ||
| Q2 25 | — | $376.9M | ||
| Q1 25 | — | $382.5M | ||
| Q4 24 | — | $388.1M | ||
| Q3 24 | — | $393.8M | ||
| Q2 24 | — | $399.4M |
股东权益
SCSC
SSD
| Q1 26 | — | $2.1B | ||
| Q4 25 | $910.9M | $2.0B | ||
| Q3 25 | $914.0M | $2.0B | ||
| Q2 25 | $906.4M | $1.9B | ||
| Q1 25 | $901.7M | $1.9B | ||
| Q4 24 | $900.7M | $1.8B | ||
| Q3 24 | $920.9M | $1.9B | ||
| Q2 24 | $924.3M | $1.8B |
总资产
SCSC
SSD
| Q1 26 | — | $3.0B | ||
| Q4 25 | $1.7B | $3.1B | ||
| Q3 25 | $1.7B | $3.0B | ||
| Q2 25 | $1.8B | $3.0B | ||
| Q1 25 | $1.7B | $2.8B | ||
| Q4 24 | $1.7B | $2.7B | ||
| Q3 24 | $1.8B | $2.9B | ||
| Q2 24 | $1.8B | $2.8B |
负债/权益比
SCSC
SSD
| Q1 26 | — | — | ||
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.23× |
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 | $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× | — |
| 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
SCSC
SSD
| Q1 26 | — | — | ||
| Q4 25 | $30.8M | $155.7M | ||
| Q3 25 | $23.2M | $170.2M | ||
| Q2 25 | — | $125.2M | ||
| Q1 25 | $66.1M | $7.6M | ||
| Q4 24 | $-6.2M | $115.8M | ||
| Q3 24 | $44.8M | $103.3M | ||
| Q2 24 | — | $111.1M |
自由现金流
SCSC
SSD
| Q1 26 | — | — | ||
| Q4 25 | $28.9M | $119.0M | ||
| Q3 25 | $20.8M | $133.9M | ||
| Q2 25 | — | $87.3M | ||
| Q1 25 | $64.6M | $-42.6M | ||
| Q4 24 | $-8.2M | $60.3M | ||
| Q3 24 | $42.5M | $58.1M | ||
| Q2 24 | — | $70.9M |
自由现金流率
SCSC
SSD
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 22.1% | ||
| Q3 25 | 2.8% | 21.5% | ||
| Q2 25 | — | 13.8% | ||
| Q1 25 | 9.2% | -7.9% | ||
| Q4 24 | -1.1% | 11.7% | ||
| Q3 24 | 5.5% | 9.9% | ||
| Q2 24 | — | 11.9% |
资本支出强度
SCSC
SSD
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 6.8% | ||
| Q3 25 | 0.3% | 5.8% | ||
| Q2 25 | 0.3% | 6.0% | ||
| Q1 25 | 0.2% | 9.3% | ||
| Q4 24 | 0.3% | 10.7% | ||
| Q3 24 | 0.3% | 7.7% | ||
| Q2 24 | 0.2% | 6.7% |
现金转化率
SCSC
SSD
| Q1 26 | — | — | ||
| Q4 25 | 1.87× | 2.77× | ||
| Q3 25 | 1.17× | 1.58× | ||
| Q2 25 | — | 1.21× | ||
| Q1 25 | 3.79× | 0.10× | ||
| Q4 24 | -0.36× | 2.09× | ||
| Q3 24 | 2.64× | 1.10× | ||
| Q2 24 | — | 1.14× |
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% |
SSD
暂无分部数据