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SCANSOURCE, INC.（SCSC）与森萨塔科技（ST）财务数据对比。点击上方公司名可切换其他公司
森萨塔科技的季度营收约是SCANSOURCE, INC.的1.2倍（$934.8M vs $766.5M），森萨塔科技净利率更高（9.3% vs 2.2%，领先7.2%），森萨塔科技同比增速更快（2.6% vs 2.5%），森萨塔科技自由现金流更多（$104.6M vs $28.9M），过去两年SCANSOURCE, INC.的营收复合增速更高（0.9% vs -5.0%）
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。
森萨塔科技控股有限公司是全球领先的工业科技企业，主营传感器、电气保护及控制解决方案的研发、生产与销售，产品覆盖汽车、工业、航空航天、暖通空调、电信等多个下游领域，服务全球制造类企业客户。
SCSC vs ST — 直观对比
营收规模更大
ST
是对方的1.2倍
$766.5M
营收增速更快
ST
高出0.0%
2.5%
净利率更高
ST
高出7.2%
2.2%
自由现金流更多
ST
多$75.7M
$28.9M
两年增速更快
SCSC
近两年复合增速
-5.0%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $766.5M | $934.8M |
| 净利润 | $16.5M | $87.1M |
| 毛利率 | 13.4% | 30.6% |
| 营业利润率 | 2.3% | 15.1% |
| 净利率 | 2.2% | 9.3% |
| 营收同比 | 2.5% | 2.6% |
| 净利润同比 | -3.3% | 24.6% |
| 每股收益（稀释后） | $0.75 | $0.59 |
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SCSCST
| Q1 26 | — | $934.8M | ||
| Q4 25 | $766.5M | $917.9M | ||
| Q3 25 | $739.6M | $932.0M | ||
| Q2 25 | $812.9M | $943.4M | ||
| Q1 25 | $704.8M | $911.3M | ||
| Q4 24 | $747.5M | $907.7M | ||
| Q3 24 | $775.6M | $982.8M | ||
| Q2 24 | $746.1M | $1.0B |
净利润SCSCST
| Q1 26 | — | $87.1M | ||
| Q4 25 | $16.5M | $63.2M | ||
| Q3 25 | $19.9M | $-162.5M | ||
| Q2 25 | $20.1M | $60.7M | ||
| Q1 25 | $17.4M | $69.9M | ||
| Q4 24 | $17.1M | $5.8M | ||
| Q3 24 | $17.0M | $-25.0M | ||
| Q2 24 | $16.1M | $71.7M |
毛利率SCSCST
| Q1 26 | — | 30.6% | ||
| Q4 25 | 13.4% | 29.0% | ||
| Q3 25 | 14.5% | 27.8% | ||
| Q2 25 | 12.9% | 30.3% | ||
| Q1 25 | 14.2% | 29.9% | ||
| Q4 24 | 13.6% | 27.1% | ||
| Q3 24 | 13.1% | 28.6% | ||
| Q2 24 | 13.0% | 30.0% |
营业利润率SCSCST
| Q1 26 | — | 15.1% | ||
| Q4 25 | 2.3% | 10.9% | ||
| Q3 25 | 3.5% | -13.2% | ||
| Q2 25 | 3.3% | 14.6% | ||
| Q1 25 | 3.2% | 13.4% | ||
| Q4 24 | 2.5% | 8.1% | ||
| Q3 24 | 2.3% | -20.3% | ||
| Q2 24 | 2.9% | 12.5% |
净利率SCSCST
| Q1 26 | — | 9.3% | ||
| Q4 25 | 2.2% | 6.9% | ||
| Q3 25 | 2.7% | -17.4% | ||
| Q2 25 | 2.5% | 6.4% | ||
| Q1 25 | 2.5% | 7.7% | ||
| Q4 24 | 2.3% | 0.6% | ||
| Q3 24 | 2.2% | -2.5% | ||
| Q2 24 | 2.2% | 6.9% |
每股收益（稀释后）SCSCST
| Q1 26 | — | $0.59 | ||
| Q4 25 | $0.75 | $0.45 | ||
| Q3 25 | $0.89 | $-1.12 | ||
| Q2 25 | $0.87 | $0.41 | ||
| Q1 25 | $0.74 | $0.47 | ||
| Q4 24 | $0.70 | $0.05 | ||
| Q3 24 | $0.69 | $-0.17 | ||
| Q2 24 | $0.66 | $0.47 |
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 | $635.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $910.9M | $2.9B |
| 总资产 | $1.7B | $6.8B |
| 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SCSCST
| Q1 26 | — | $635.1M | ||
| Q4 25 | $83.5M | $573.0M | ||
| Q3 25 | $124.9M | $791.3M | ||
| Q2 25 | $126.2M | $661.8M | ||
| Q1 25 | $146.3M | $588.1M | ||
| Q4 24 | $110.5M | $593.7M | ||
| Q3 24 | $145.0M | $506.2M | ||
| Q2 24 | $185.5M | $1.0B |
总债务SCSCST
| Q1 26 | — | — | ||
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益SCSCST
| Q1 26 | — | $2.9B | ||
| Q4 25 | $910.9M | $2.8B | ||
| Q3 25 | $914.0M | $2.7B | ||
| Q2 25 | $906.4M | $2.9B | ||
| Q1 25 | $901.7M | $2.8B | ||
| Q4 24 | $900.7M | $2.9B | ||
| Q3 24 | $920.9M | $3.0B | ||
| Q2 24 | $924.3M | $3.0B |
总资产SCSCST
| Q1 26 | — | $6.8B | ||
| Q4 25 | $1.7B | $6.8B | ||
| Q3 25 | $1.7B | $7.1B | ||
| Q2 25 | $1.8B | $7.3B | ||
| Q1 25 | $1.7B | $7.2B | ||
| Q4 24 | $1.7B | $7.1B | ||
| Q3 24 | $1.8B | $7.3B | ||
| Q2 24 | $1.8B | $8.2B |
负债/权益比SCSCST
| Q1 26 | — | — | ||
| Q4 25 | — | 1.02× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.11× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $122.5M |
| 自由现金流经营现金流 - 资本支出 | $28.9M | $104.6M |
| 自由现金流率自由现金流/营收 | 3.8% | 11.2% |
| 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× | 1.41× |
| 过去12个月自由现金流最近4个季度 | — | $508.3M |
8季度趋势，按日历期对齐
经营现金流SCSCST
| Q1 26 | — | $122.5M | ||
| Q4 25 | $30.8M | $201.5M | ||
| Q3 25 | $23.2M | $159.9M | ||
| Q2 25 | — | $140.9M | ||
| Q1 25 | $66.1M | $119.2M | ||
| Q4 24 | $-6.2M | $170.7M | ||
| Q3 24 | $44.8M | $130.9M | ||
| Q2 24 | — | $143.5M |
自由现金流SCSCST
| Q1 26 | — | $104.6M | ||
| Q4 25 | $28.9M | $151.9M | ||
| Q3 25 | $20.8M | $136.2M | ||
| Q2 25 | — | $115.5M | ||
| Q1 25 | $64.6M | $86.6M | ||
| Q4 24 | $-8.2M | $138.9M | ||
| Q3 24 | $42.5M | $91.3M | ||
| Q2 24 | — | $98.4M |
自由现金流率SCSCST
| Q1 26 | — | 11.2% | ||
| Q4 25 | 3.8% | 16.6% | ||
| Q3 25 | 2.8% | 14.6% | ||
| Q2 25 | — | 12.2% | ||
| Q1 25 | 9.2% | 9.5% | ||
| Q4 24 | -1.1% | 15.3% | ||
| Q3 24 | 5.5% | 9.3% | ||
| Q2 24 | — | 9.5% |
资本支出强度SCSCST
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 5.4% | ||
| Q3 25 | 0.3% | 2.5% | ||
| Q2 25 | 0.3% | 2.7% | ||
| Q1 25 | 0.2% | 3.6% | ||
| Q4 24 | 0.3% | 3.5% | ||
| Q3 24 | 0.3% | 4.0% | ||
| Q2 24 | 0.2% | 4.4% |
现金转化率SCSCST
| Q1 26 | — | 1.41× | ||
| Q4 25 | 1.87× | 3.19× | ||
| Q3 25 | 1.17× | — | ||
| Q2 25 | — | 2.32× | ||
| Q1 25 | 3.79× | 1.70× | ||
| Q4 24 | -0.36× | 29.50× | ||
| Q3 24 | 2.64× | — | ||
| Q2 24 | — | 2.00× |
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% |
ST
暂无分部数据
