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Side-by-side financial comparison of ACV Auctions Inc. (ACVA) and ESCO TECHNOLOGIES INC (ESE). Click either name above to swap in a different company.
ESCO TECHNOLOGIES INC is the larger business by last-quarter revenue ($289.7M vs $183.6M, roughly 1.6× ACV Auctions Inc.). On growth, ESCO TECHNOLOGIES INC posted the faster year-over-year revenue change (17.3% vs 15.1%). ESCO TECHNOLOGIES INC produced more free cash flow last quarter ($63.0M vs $-14.7M). Over the past eight quarters, ACV Auctions Inc.'s revenue compounded faster (12.3% CAGR vs 7.8%).
ACV Auctions Inc.ACVAEarnings & Financial Report
ACV Auctions Inc. operates a leading digital wholesale vehicle auction platform serving automotive dealers across the U.S. and Canada. It offers end-to-end services including transparent vehicle inspections, secure payment processing, and logistics support, enabling efficient trading of used vehicles between registered wholesale buyers and sellers.
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
ACVA vs ESE — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $183.6M | $289.7M |
| Net Profit | — | $28.7M |
| Gross Margin | — | 41.4% |
| Operating Margin | -9.7% | 13.2% |
| Net Margin | — | 9.9% |
| Revenue YoY | 15.1% | 17.3% |
| Net Profit YoY | — | 22.2% |
| EPS (diluted) | $-0.12 | $1.11 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $183.6M | $289.7M | ||
| Q3 25 | $199.6M | $286.5M | ||
| Q2 25 | $193.7M | $296.3M | ||
| Q1 25 | $182.7M | $265.5M | ||
| Q4 24 | $159.5M | $247.0M | ||
| Q3 24 | $171.3M | $298.5M | ||
| Q2 24 | $160.6M | $260.8M | ||
| Q1 24 | $145.7M | $249.1M |
| Q4 25 | — | $28.7M | ||
| Q3 25 | $-24.5M | $218.7M | ||
| Q2 25 | $-7.3M | $26.1M | ||
| Q1 25 | $-14.8M | $31.0M | ||
| Q4 24 | — | $23.5M | ||
| Q3 24 | $-16.0M | $34.3M | ||
| Q2 24 | $-17.1M | $29.2M | ||
| Q1 24 | $-20.5M | $23.2M |
| Q4 25 | — | 41.4% | ||
| Q3 25 | — | 45.9% | ||
| Q2 25 | — | 41.2% | ||
| Q1 25 | — | 41.1% | ||
| Q4 24 | — | 39.8% | ||
| Q3 24 | — | 40.1% | ||
| Q2 24 | — | 39.6% | ||
| Q1 24 | — | 38.8% |
| Q4 25 | -9.7% | 13.2% | ||
| Q3 25 | -11.9% | 17.2% | ||
| Q2 25 | -3.7% | 11.2% | ||
| Q1 25 | -7.9% | 15.3% | ||
| Q4 24 | -16.2% | 11.4% | ||
| Q3 24 | -10.0% | 14.8% | ||
| Q2 24 | -11.6% | 14.3% | ||
| Q1 24 | -15.5% | 11.7% |
| Q4 25 | — | 9.9% | ||
| Q3 25 | -12.3% | 76.3% | ||
| Q2 25 | -3.8% | 8.8% | ||
| Q1 25 | -8.1% | 11.7% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | -9.4% | 11.5% | ||
| Q2 24 | -10.6% | 11.2% | ||
| Q1 24 | -14.1% | 9.3% |
| Q4 25 | $-0.12 | $1.11 | ||
| Q3 25 | $-0.14 | $8.43 | ||
| Q2 25 | $-0.04 | $1.01 | ||
| Q1 25 | $-0.09 | $1.20 | ||
| Q4 24 | $-0.15 | $0.91 | ||
| Q3 24 | $-0.10 | $1.32 | ||
| Q2 24 | $-0.10 | $1.13 | ||
| Q1 24 | $-0.13 | $0.90 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $271.5M | $103.8M |
| Total DebtLower is stronger | — | $145.5M |
| Stockholders' EquityBook value | $429.7M | $1.6B |
| Total Assets | $1.1B | $2.4B |
| Debt / EquityLower = less leverage | — | 0.09× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $271.5M | $103.8M | ||
| Q3 25 | $265.3M | $101.3M | ||
| Q2 25 | $258.4M | $78.7M | ||
| Q1 25 | $291.9M | $57.4M | ||
| Q4 24 | $224.1M | $71.3M | ||
| Q3 24 | $252.5M | $66.0M | ||
| Q2 24 | $215.0M | $63.0M | ||
| Q1 24 | $209.8M | $59.4M |
| Q4 25 | — | $145.5M | ||
| Q3 25 | — | $186.0M | ||
| Q2 25 | — | $525.0M | ||
| Q1 25 | — | $88.0M | ||
| Q4 24 | — | $112.0M | ||
| Q3 24 | — | $122.0M | ||
| Q2 24 | — | $173.0M | ||
| Q1 24 | — | $191.0M |
| Q4 25 | $429.7M | $1.6B | ||
| Q3 25 | $434.4M | $1.5B | ||
| Q2 25 | $448.8M | $1.3B | ||
| Q1 25 | $439.6M | $1.3B | ||
| Q4 24 | $440.0M | $1.2B | ||
| Q3 24 | $456.2M | $1.2B | ||
| Q2 24 | $457.6M | $1.2B | ||
| Q1 24 | $458.3M | $1.2B |
| Q4 25 | $1.1B | $2.4B | ||
| Q3 25 | $1.2B | $2.4B | ||
| Q2 25 | $1.1B | $2.5B | ||
| Q1 25 | $1.2B | $1.8B | ||
| Q4 24 | $984.1M | $1.8B | ||
| Q3 24 | $1.0B | $1.8B | ||
| Q2 24 | $1.0B | $1.8B | ||
| Q1 24 | $1.0B | $1.8B |
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.40× | ||
| Q1 25 | — | 0.07× | ||
| Q4 24 | — | 0.09× | ||
| Q3 24 | — | 0.10× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.16× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-12.4M | $68.9M |
| Free Cash FlowOCF − Capex | $-14.7M | $63.0M |
| FCF MarginFCF / Revenue | -8.0% | 21.7% |
| Capex IntensityCapex / Revenue | 1.2% | 2.0% |
| Cash ConversionOCF / Net Profit | — | 2.40× |
| TTM Free Cash FlowTrailing 4 quarters | $69.1M | $239.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-12.4M | $68.9M | ||
| Q3 25 | $10.3M | $109.9M | ||
| Q2 25 | $13.7M | $73.7M | ||
| Q1 25 | $66.6M | $24.1M | ||
| Q4 24 | $-3.2M | $34.2M | ||
| Q3 24 | $21.1M | $72.1M | ||
| Q2 24 | $4.5M | $36.2M | ||
| Q1 24 | $43.0M | $10.5M |
| Q4 25 | $-14.7M | $63.0M | ||
| Q3 25 | $7.7M | $97.8M | ||
| Q2 25 | $10.9M | $64.9M | ||
| Q1 25 | $65.3M | $14.0M | ||
| Q4 24 | $-3.9M | $29.0M | ||
| Q3 24 | $20.2M | $60.9M | ||
| Q2 24 | $2.7M | $27.6M | ||
| Q1 24 | $41.9M | $2.0M |
| Q4 25 | -8.0% | 21.7% | ||
| Q3 25 | 3.8% | 34.1% | ||
| Q2 25 | 5.6% | 21.9% | ||
| Q1 25 | 35.7% | 5.3% | ||
| Q4 24 | -2.5% | 11.7% | ||
| Q3 24 | 11.8% | 20.4% | ||
| Q2 24 | 1.7% | 10.6% | ||
| Q1 24 | 28.8% | 0.8% |
| Q4 25 | 1.2% | 2.0% | ||
| Q3 25 | 1.3% | 4.2% | ||
| Q2 25 | 1.5% | 3.0% | ||
| Q1 25 | 0.7% | 3.8% | ||
| Q4 24 | 0.4% | 2.1% | ||
| Q3 24 | 0.6% | 3.8% | ||
| Q2 24 | 1.1% | 3.3% | ||
| Q1 24 | 0.7% | 3.4% |
| Q4 25 | — | 2.40× | ||
| Q3 25 | — | 0.50× | ||
| Q2 25 | — | 2.83× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 1.46× | ||
| Q3 24 | — | 2.10× | ||
| Q2 24 | — | 1.24× | ||
| Q1 24 | — | 0.45× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACVA
| Auction Marketplace Revenue | $77.6M | 42% |
| Other Marketplace Revenue | $72.4M | 39% |
| Customer Assurance | $24.1M | 13% |
| Data Services Revenue | $9.4M | 5% |
ESE
| US Government | $98.0M | 34% |
| Utility Solutions Group | $87.5M | 30% |
| RF Shielding And Test | $58.3M | 20% |
| Commercial | $45.8M | 16% |
| Related Party | $1.3M | 0% |
