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Side-by-side financial comparison of American Healthcare REIT, Inc. (AHR) and ESCO TECHNOLOGIES INC (ESE). Click either name above to swap in a different company.
American Healthcare REIT, Inc. is the larger business by last-quarter revenue ($564.0M vs $289.7M, roughly 1.9× ESCO TECHNOLOGIES INC). ESCO TECHNOLOGIES INC runs the higher net margin — 9.9% vs 1.9%, a 8.0% gap on every dollar of revenue. On growth, ESCO TECHNOLOGIES INC posted the faster year-over-year revenue change (17.3% vs 13.5%). Over the past eight quarters, American Healthcare REIT, Inc.'s revenue compounded faster (11.7% CAGR vs 7.8%).
Medical Properties Trust, Inc. (MPT) is an international real estate investment trust (REIT) based in Birmingham, Alabama that purchases and invests in healthcare facilities and for-profit healthcare holding companies, primarily in the United States and Europe. Their property acquisitions often come in the form of sale-leaseback agreements, in which the original property owner sells the property to MPT and becomes their tenant. MPT's tenants are generally subject to long-term triple net lease...
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
AHR vs ESE — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $564.0M | $289.7M |
| Net Profit | $10.8M | $28.7M |
| Gross Margin | 14.8% | 41.4% |
| Operating Margin | 19.8% | 13.2% |
| Net Margin | 1.9% | 9.9% |
| Revenue YoY | 13.5% | 17.3% |
| Net Profit YoY | 133.9% | 22.2% |
| EPS (diluted) | $0.07 | $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 | $564.0M | $289.7M | ||
| Q3 25 | $532.1M | $286.5M | ||
| Q2 25 | $501.3M | $296.3M | ||
| Q1 25 | $497.2M | $265.5M | ||
| Q4 24 | $496.8M | $247.0M | ||
| Q3 24 | $476.8M | $298.5M | ||
| Q2 24 | $458.0M | $260.8M | ||
| Q1 24 | $452.1M | $249.1M |
| Q4 25 | $10.8M | $28.7M | ||
| Q3 25 | $55.9M | $218.7M | ||
| Q2 25 | $9.9M | $26.1M | ||
| Q1 25 | $-6.8M | $31.0M | ||
| Q4 24 | $-31.8M | $23.5M | ||
| Q3 24 | $-4.1M | $34.3M | ||
| Q2 24 | $2.0M | $29.2M | ||
| Q1 24 | $-3.9M | $23.2M |
| Q4 25 | 14.8% | 41.4% | ||
| Q3 25 | 14.6% | 45.9% | ||
| Q2 25 | 15.0% | 41.2% | ||
| Q1 25 | 13.0% | 41.1% | ||
| Q4 24 | 13.3% | 39.8% | ||
| Q3 24 | 12.5% | 40.1% | ||
| Q2 24 | 12.1% | 39.6% | ||
| Q1 24 | 10.7% | 38.8% |
| Q4 25 | 19.8% | 13.2% | ||
| Q3 25 | 19.9% | 17.2% | ||
| Q2 25 | 20.6% | 11.2% | ||
| Q1 25 | 19.0% | 15.3% | ||
| Q4 24 | 20.0% | 11.4% | ||
| Q3 24 | 19.6% | 14.8% | ||
| Q2 24 | 19.4% | 14.3% | ||
| Q1 24 | 18.2% | 11.7% |
| Q4 25 | 1.9% | 9.9% | ||
| Q3 25 | 10.5% | 76.3% | ||
| Q2 25 | 2.0% | 8.8% | ||
| Q1 25 | -1.4% | 11.7% | ||
| Q4 24 | -6.4% | 9.5% | ||
| Q3 24 | -0.9% | 11.5% | ||
| Q2 24 | 0.4% | 11.2% | ||
| Q1 24 | -0.9% | 9.3% |
| Q4 25 | $0.07 | $1.11 | ||
| Q3 25 | $0.33 | $8.43 | ||
| Q2 25 | $0.06 | $1.01 | ||
| Q1 25 | $-0.04 | $1.20 | ||
| Q4 24 | $-0.23 | $0.91 | ||
| Q3 24 | $-0.03 | $1.32 | ||
| Q2 24 | $0.01 | $1.13 | ||
| Q1 24 | $-0.04 | $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 | $114.8M | $103.8M |
| Total DebtLower is stronger | — | $145.5M |
| Stockholders' EquityBook value | $3.3B | $1.6B |
| Total Assets | $5.4B | $2.4B |
| Debt / EquityLower = less leverage | — | 0.09× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $114.8M | $103.8M | ||
| Q3 25 | $147.4M | $101.3M | ||
| Q2 25 | $133.5M | $78.7M | ||
| Q1 25 | $86.1M | $57.4M | ||
| Q4 24 | $76.7M | $71.3M | ||
| Q3 24 | $67.8M | $66.0M | ||
| Q2 24 | $52.1M | $63.0M | ||
| Q1 24 | $77.0M | $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 | $3.3B | $1.6B | ||
| Q3 25 | $2.7B | $1.5B | ||
| Q2 25 | $2.4B | $1.3B | ||
| Q1 25 | $2.3B | $1.3B | ||
| Q4 24 | $2.3B | $1.2B | ||
| Q3 24 | $2.2B | $1.2B | ||
| Q2 24 | $1.9B | $1.2B | ||
| Q1 24 | $2.0B | $1.2B |
| Q4 25 | $5.4B | $2.4B | ||
| Q3 25 | $4.8B | $2.4B | ||
| Q2 25 | $4.5B | $2.5B | ||
| Q1 25 | $4.5B | $1.8B | ||
| Q4 24 | $4.5B | $1.8B | ||
| Q3 24 | $4.7B | $1.8B | ||
| Q2 24 | $4.6B | $1.8B | ||
| Q1 24 | $4.7B | $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 | $55.2M | $68.9M |
| Free Cash FlowOCF − Capex | — | $63.0M |
| FCF MarginFCF / Revenue | — | 21.7% |
| Capex IntensityCapex / Revenue | — | 2.0% |
| Cash ConversionOCF / Net Profit | 5.12× | 2.40× |
| TTM Free Cash FlowTrailing 4 quarters | — | $239.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $55.2M | $68.9M | ||
| Q3 25 | $107.2M | $109.9M | ||
| Q2 25 | $71.5M | $73.7M | ||
| Q1 25 | $60.6M | $24.1M | ||
| Q4 24 | $59.5M | $34.2M | ||
| Q3 24 | $63.1M | $72.1M | ||
| Q2 24 | $59.4M | $36.2M | ||
| Q1 24 | $-6.0M | $10.5M |
| Q4 25 | — | $63.0M | ||
| Q3 25 | — | $97.8M | ||
| Q2 25 | — | $64.9M | ||
| Q1 25 | — | $14.0M | ||
| Q4 24 | — | $29.0M | ||
| Q3 24 | — | $60.9M | ||
| Q2 24 | — | $27.6M | ||
| Q1 24 | — | $2.0M |
| Q4 25 | — | 21.7% | ||
| Q3 25 | — | 34.1% | ||
| Q2 25 | — | 21.9% | ||
| Q1 25 | — | 5.3% | ||
| Q4 24 | — | 11.7% | ||
| Q3 24 | — | 20.4% | ||
| Q2 24 | — | 10.6% | ||
| Q1 24 | — | 0.8% |
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 4.2% | ||
| Q2 25 | — | 3.0% | ||
| Q1 25 | — | 3.8% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 3.8% | ||
| Q2 24 | — | 3.3% | ||
| Q1 24 | — | 3.4% |
| Q4 25 | 5.12× | 2.40× | ||
| Q3 25 | 1.92× | 0.50× | ||
| Q2 25 | 7.21× | 2.83× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 1.46× | ||
| Q3 24 | — | 2.10× | ||
| Q2 24 | 30.02× | 1.24× | ||
| Q1 24 | — | 0.45× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AHR
| Integrated Senior Health Campuses | $467.0M | 83% |
| SHOP | $97.0M | 17% |
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% |
