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SCANSOURCE, INC.(SCSC)与UDR, Inc.(UDR)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UDR, Inc.的1.8倍($766.5M vs $425.8M),UDR, Inc.净利率更高(44.6% vs 2.2%,领先42.4%),SCANSOURCE, INC.同比增速更快(2.5% vs 0.9%),过去两年UDR, Inc.的营收复合增速更高(1.3% 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。
UDR, Inc. 是一家总部位于美国的领先房地产投资信托基金,专注于持有、运营及翻新优质多户住宅公寓社区,业务覆盖美国主要都市圈,服务租客群体包括年轻职场人、家庭及中高收入住户。
SCSC vs UDR — 直观对比
营收规模更大
SCSC
是对方的1.8倍
$425.8M
营收增速更快
SCSC
高出1.6%
0.9%
净利率更高
UDR
高出42.4%
2.2%
两年增速更快
UDR
近两年复合增速
0.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $766.5M | $425.8M |
| 净利润 | $16.5M | $189.8M |
| 毛利率 | 13.4% | — |
| 营业利润率 | 2.3% | 54.0% |
| 净利率 | 2.2% | 44.6% |
| 营收同比 | 2.5% | 0.9% |
| 净利润同比 | -3.3% | 147.2% |
| 每股收益(稀释后) | $0.75 | $0.63 |
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
UDR
| Q1 26 | — | $425.8M | ||
| Q4 25 | $766.5M | $433.1M | ||
| Q3 25 | $739.6M | $431.9M | ||
| Q2 25 | $812.9M | $425.4M | ||
| Q1 25 | $704.8M | $421.9M | ||
| Q4 24 | $747.5M | $422.7M | ||
| Q3 24 | $775.6M | $420.2M | ||
| Q2 24 | $746.1M | $415.3M |
净利润
SCSC
UDR
| Q1 26 | — | $189.8M | ||
| Q4 25 | $16.5M | $222.9M | ||
| Q3 25 | $19.9M | $40.4M | ||
| Q2 25 | $20.1M | $37.7M | ||
| Q1 25 | $17.4M | $76.7M | ||
| Q4 24 | $17.1M | $-5.0M | ||
| Q3 24 | $17.0M | $22.6M | ||
| Q2 24 | $16.1M | $28.9M |
毛利率
SCSC
UDR
| 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
UDR
| Q1 26 | — | 54.0% | ||
| Q4 25 | 2.3% | 64.1% | ||
| Q3 25 | 3.5% | 17.7% | ||
| Q2 25 | 3.3% | 18.2% | ||
| Q1 25 | 3.2% | 29.0% | ||
| Q4 24 | 2.5% | 15.7% | ||
| Q3 24 | 2.3% | 16.6% | ||
| Q2 24 | 2.9% | 16.5% |
净利率
SCSC
UDR
| Q1 26 | — | 44.6% | ||
| Q4 25 | 2.2% | 51.5% | ||
| Q3 25 | 2.7% | 9.4% | ||
| Q2 25 | 2.5% | 8.9% | ||
| Q1 25 | 2.5% | 18.2% | ||
| Q4 24 | 2.3% | -220.5% | ||
| Q3 24 | 2.2% | 5.4% | ||
| Q2 24 | 2.2% | 7.0% |
每股收益(稀释后)
SCSC
UDR
| Q1 26 | — | $0.63 | ||
| Q4 25 | $0.75 | $0.67 | ||
| Q3 25 | $0.89 | $0.12 | ||
| Q2 25 | $0.87 | $0.11 | ||
| Q1 25 | $0.74 | $0.23 | ||
| Q4 24 | $0.70 | $-0.01 | ||
| Q3 24 | $0.69 | $0.06 | ||
| Q2 24 | $0.66 | $0.08 |
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 | $1.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $910.9M | $3.3B |
| 总资产 | $1.7B | $10.3B |
| 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
UDR
| Q1 26 | — | $1.3M | ||
| Q4 25 | $83.5M | $1.2M | ||
| Q3 25 | $124.9M | $1.2M | ||
| Q2 25 | $126.2M | $1.5M | ||
| Q1 25 | $146.3M | $1.3M | ||
| Q4 24 | $110.5M | $1.3M | ||
| Q3 24 | $145.0M | $2.3M | ||
| Q2 24 | $185.5M | $2.8M |
总债务
SCSC
UDR
| Q1 26 | — | — | ||
| Q4 25 | — | $5.8B | ||
| Q3 25 | — | $5.8B | ||
| Q2 25 | — | $5.8B | ||
| Q1 25 | — | $5.8B | ||
| Q4 24 | — | $5.8B | ||
| Q3 24 | — | $5.9B | ||
| Q2 24 | — | $5.8B |
股东权益
SCSC
UDR
| Q1 26 | — | $3.3B | ||
| Q4 25 | $910.9M | $3.3B | ||
| Q3 25 | $914.0M | $3.3B | ||
| Q2 25 | $906.4M | $3.3B | ||
| Q1 25 | $901.7M | $3.3B | ||
| Q4 24 | $900.7M | $3.4B | ||
| Q3 24 | $920.9M | $3.5B | ||
| Q2 24 | $924.3M | $3.7B |
总资产
SCSC
UDR
| Q1 26 | — | $10.3B | ||
| Q4 25 | $1.7B | $10.6B | ||
| Q3 25 | $1.7B | $10.6B | ||
| Q2 25 | $1.8B | $10.6B | ||
| Q1 25 | $1.7B | $10.7B | ||
| Q4 24 | $1.7B | $10.9B | ||
| Q3 24 | $1.8B | $11.1B | ||
| Q2 24 | $1.8B | $11.1B |
负债/权益比
SCSC
UDR
| Q1 26 | — | — | ||
| Q4 25 | — | 1.77× | ||
| Q3 25 | — | 1.78× | ||
| Q2 25 | — | 1.74× | ||
| Q1 25 | — | 1.74× | ||
| Q4 24 | — | 1.69× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.55× |
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% | 4.9% |
| 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
UDR
| Q1 26 | — | — | ||
| Q4 25 | $30.8M | $902.9M | ||
| Q3 25 | $23.2M | $234.9M | ||
| Q2 25 | — | $250.3M | ||
| Q1 25 | $66.1M | $156.2M | ||
| Q4 24 | $-6.2M | $876.8M | ||
| Q3 24 | $44.8M | $230.3M | ||
| Q2 24 | — | $238.5M |
自由现金流
SCSC
UDR
| Q1 26 | — | — | ||
| Q4 25 | $28.9M | $650.0M | ||
| Q3 25 | $20.8M | $164.6M | ||
| Q2 25 | — | $190.1M | ||
| Q1 25 | $64.6M | $103.2M | ||
| Q4 24 | $-8.2M | $627.0M | ||
| Q3 24 | $42.5M | $161.3M | ||
| Q2 24 | — | $171.1M |
自由现金流率
SCSC
UDR
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 150.1% | ||
| Q3 25 | 2.8% | 38.1% | ||
| Q2 25 | — | 44.7% | ||
| Q1 25 | 9.2% | 24.5% | ||
| Q4 24 | -1.1% | 148.3% | ||
| Q3 24 | 5.5% | 38.4% | ||
| Q2 24 | — | 41.2% |
资本支出强度
SCSC
UDR
| Q1 26 | — | 4.9% | ||
| Q4 25 | 0.3% | 58.4% | ||
| Q3 25 | 0.3% | 16.3% | ||
| Q2 25 | 0.3% | 14.2% | ||
| Q1 25 | 0.2% | 12.6% | ||
| Q4 24 | 0.3% | 59.1% | ||
| Q3 24 | 0.3% | 16.4% | ||
| Q2 24 | 0.2% | 16.2% |
现金转化率
SCSC
UDR
| Q1 26 | — | — | ||
| Q4 25 | 1.87× | 4.05× | ||
| Q3 25 | 1.17× | 5.81× | ||
| Q2 25 | — | 6.64× | ||
| Q1 25 | 3.79× | 2.04× | ||
| Q4 24 | -0.36× | — | ||
| Q3 24 | 2.64× | 10.19× | ||
| Q2 24 | — | 8.26× |
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% |
UDR
| Rental income | $423.3M | 99% |
| Joint venture management and other fees | $2.5M | 1% |