vs
Side-by-side financial comparison of Astera Labs, Inc. (ALAB) 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 $270.6M, roughly 1.1× Astera Labs, Inc.). Astera Labs, Inc. runs the higher net margin — 16.6% vs 9.9%, a 6.7% gap on every dollar of revenue. On growth, Astera Labs, Inc. posted the faster year-over-year revenue change (91.8% vs 17.3%). Astera Labs, Inc. produced more free cash flow last quarter ($76.6M vs $63.0M). Over the past eight quarters, Astera Labs, Inc.'s revenue compounded faster (103.6% CAGR vs 7.8%).
Astera Labs, Inc. is an American fabless semiconductor manufacturer and artificial intelligence company. The company specializes in designing high-speed connectivity solutions for data centers and AI infrastructure. The company has been listed on the Nasdaq since March 2024.
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
ALAB vs ESE — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $270.6M | $289.7M |
| Net Profit | $45.0M | $28.7M |
| Gross Margin | 75.6% | 41.4% |
| Operating Margin | 24.7% | 13.2% |
| Net Margin | 16.6% | 9.9% |
| Revenue YoY | 91.8% | 17.3% |
| Net Profit YoY | 82.0% | 22.2% |
| EPS (diluted) | $0.25 | $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 | $270.6M | $289.7M | ||
| Q3 25 | $230.6M | $286.5M | ||
| Q2 25 | $191.9M | $296.3M | ||
| Q1 25 | $159.4M | $265.5M | ||
| Q4 24 | $141.1M | $247.0M | ||
| Q3 24 | $113.1M | $298.5M | ||
| Q2 24 | $76.8M | $260.8M | ||
| Q1 24 | $65.3M | $249.1M |
| Q4 25 | $45.0M | $28.7M | ||
| Q3 25 | $91.1M | $218.7M | ||
| Q2 25 | $51.2M | $26.1M | ||
| Q1 25 | $31.8M | $31.0M | ||
| Q4 24 | $24.7M | $23.5M | ||
| Q3 24 | $-7.6M | $34.3M | ||
| Q2 24 | $-7.5M | $29.2M | ||
| Q1 24 | $-93.0M | $23.2M |
| Q4 25 | 75.6% | 41.4% | ||
| Q3 25 | 76.2% | 45.9% | ||
| Q2 25 | 75.8% | 41.2% | ||
| Q1 25 | 74.9% | 41.1% | ||
| Q4 24 | 74.0% | 39.8% | ||
| Q3 24 | 77.7% | 40.1% | ||
| Q2 24 | 77.9% | 39.6% | ||
| Q1 24 | 77.4% | 38.8% |
| Q4 25 | 24.7% | 13.2% | ||
| Q3 25 | 24.0% | 17.2% | ||
| Q2 25 | 20.7% | 11.2% | ||
| Q1 25 | 7.1% | 15.3% | ||
| Q4 24 | 0.1% | 11.4% | ||
| Q3 24 | -7.9% | 14.8% | ||
| Q2 24 | -31.7% | 14.3% | ||
| Q1 24 | -127.1% | 11.7% |
| Q4 25 | 16.6% | 9.9% | ||
| Q3 25 | 39.5% | 76.3% | ||
| Q2 25 | 26.7% | 8.8% | ||
| Q1 25 | 20.0% | 11.7% | ||
| Q4 24 | 17.5% | 9.5% | ||
| Q3 24 | -6.7% | 11.5% | ||
| Q2 24 | -9.8% | 11.2% | ||
| Q1 24 | -142.5% | 9.3% |
| Q4 25 | $0.25 | $1.11 | ||
| Q3 25 | $0.50 | $8.43 | ||
| Q2 25 | $0.29 | $1.01 | ||
| Q1 25 | $0.18 | $1.20 | ||
| Q4 24 | $1.23 | $0.91 | ||
| Q3 24 | $-0.05 | $1.32 | ||
| Q2 24 | $-0.05 | $1.13 | ||
| Q1 24 | $-1.77 | $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 | $167.6M | $103.8M |
| Total DebtLower is stronger | — | $145.5M |
| Stockholders' EquityBook value | $1.4B | $1.6B |
| Total Assets | $1.5B | $2.4B |
| Debt / EquityLower = less leverage | — | 0.09× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $167.6M | $103.8M | ||
| Q3 25 | $140.4M | $101.3M | ||
| Q2 25 | $162.3M | $78.7M | ||
| Q1 25 | $86.4M | $57.4M | ||
| Q4 24 | $79.6M | $71.3M | ||
| Q3 24 | $126.1M | $66.0M | ||
| Q2 24 | $421.1M | $63.0M | ||
| Q1 24 | $696.1M | $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 | $1.4B | $1.6B | ||
| Q3 25 | $1.3B | $1.5B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | $1.0B | $1.3B | ||
| Q4 24 | $964.8M | $1.2B | ||
| Q3 24 | $889.6M | $1.2B | ||
| Q2 24 | $845.3M | $1.2B | ||
| Q1 24 | $808.8M | $1.2B |
| Q4 25 | $1.5B | $2.4B | ||
| Q3 25 | $1.4B | $2.4B | ||
| Q2 25 | $1.3B | $2.5B | ||
| Q1 25 | $1.1B | $1.8B | ||
| Q4 24 | $1.1B | $1.8B | ||
| Q3 24 | $983.1M | $1.8B | ||
| Q2 24 | $915.5M | $1.8B | ||
| Q1 24 | $864.9M | $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 | $95.3M | $68.9M |
| Free Cash FlowOCF − Capex | $76.6M | $63.0M |
| FCF MarginFCF / Revenue | 28.3% | 21.7% |
| Capex IntensityCapex / Revenue | 6.9% | 2.0% |
| Cash ConversionOCF / Net Profit | 2.12× | 2.40× |
| TTM Free Cash FlowTrailing 4 quarters | $281.8M | $239.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $95.3M | $68.9M | ||
| Q3 25 | $78.2M | $109.9M | ||
| Q2 25 | $135.4M | $73.7M | ||
| Q1 25 | $10.5M | $24.1M | ||
| Q4 24 | $39.7M | $34.2M | ||
| Q3 24 | $63.5M | $72.1M | ||
| Q2 24 | $29.8M | $36.2M | ||
| Q1 24 | $3.7M | $10.5M |
| Q4 25 | $76.6M | $63.0M | ||
| Q3 25 | $65.9M | $97.8M | ||
| Q2 25 | $133.3M | $64.9M | ||
| Q1 25 | $6.0M | $14.0M | ||
| Q4 24 | $24.3M | $29.0M | ||
| Q3 24 | $46.8M | $60.9M | ||
| Q2 24 | $28.5M | $27.6M | ||
| Q1 24 | $228.0K | $2.0M |
| Q4 25 | 28.3% | 21.7% | ||
| Q3 25 | 28.6% | 34.1% | ||
| Q2 25 | 69.5% | 21.9% | ||
| Q1 25 | 3.7% | 5.3% | ||
| Q4 24 | 17.2% | 11.7% | ||
| Q3 24 | 41.4% | 20.4% | ||
| Q2 24 | 37.1% | 10.6% | ||
| Q1 24 | 0.3% | 0.8% |
| Q4 25 | 6.9% | 2.0% | ||
| Q3 25 | 5.3% | 4.2% | ||
| Q2 25 | 1.1% | 3.0% | ||
| Q1 25 | 2.8% | 3.8% | ||
| Q4 24 | 10.9% | 2.1% | ||
| Q3 24 | 14.8% | 3.8% | ||
| Q2 24 | 1.7% | 3.3% | ||
| Q1 24 | 5.2% | 3.4% |
| Q4 25 | 2.12× | 2.40× | ||
| Q3 25 | 0.86× | 0.50× | ||
| Q2 25 | 2.64× | 2.83× | ||
| Q1 25 | 0.33× | 0.78× | ||
| Q4 24 | 1.61× | 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
ALAB
Segment breakdown not available.
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% |
