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Side-by-side financial comparison of ALLEGRO MICROSYSTEMS, INC. (ALGM) 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 $229.2M, roughly 1.3× ALLEGRO MICROSYSTEMS, INC.). ESCO TECHNOLOGIES INC runs the higher net margin — 9.9% vs 3.6%, a 6.3% gap on every dollar of revenue. On growth, ALLEGRO MICROSYSTEMS, INC. posted the faster year-over-year revenue change (28.9% vs 17.3%). Over the past eight quarters, ALLEGRO MICROSYSTEMS, INC.'s revenue compounded faster (17.2% CAGR vs 7.8%).
Allegro MicroSystems, Inc. is a global semiconductor firm designing and manufacturing high-performance power and sensing integrated circuits. Its core products include magnetic sensors, power ICs, and motion control solutions, serving automotive, industrial, consumer electronics, and communications markets worldwide.
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
ALGM vs ESE — Head-to-Head
Income Statement — Q2 FY2027 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $229.2M | $289.7M |
| Net Profit | $8.4M | $28.7M |
| Gross Margin | 46.7% | 41.4% |
| Operating Margin | 57.5% | 13.2% |
| Net Margin | 3.6% | 9.9% |
| Revenue YoY | 28.9% | 17.3% |
| Net Profit YoY | 369.0% | 22.2% |
| EPS (diluted) | $0.04 | $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.
| Q3 26 | $229.2M | — | ||
| Q4 25 | $229.2M | $289.7M | ||
| Q3 25 | $214.3M | $286.5M | ||
| Q2 25 | $203.4M | $296.3M | ||
| Q1 25 | $192.8M | $265.5M | ||
| Q4 24 | $177.9M | $247.0M | ||
| Q3 24 | $187.4M | $298.5M | ||
| Q2 24 | $166.9M | $260.8M |
| Q3 26 | $8.4M | — | ||
| Q4 25 | $8.3M | $28.7M | ||
| Q3 25 | $6.5M | $218.7M | ||
| Q2 25 | $-13.2M | $26.1M | ||
| Q1 25 | $-14.8M | $31.0M | ||
| Q4 24 | $-6.9M | $23.5M | ||
| Q3 24 | $-33.7M | $34.3M | ||
| Q2 24 | $-17.7M | $29.2M |
| Q3 26 | 46.7% | — | ||
| Q4 25 | 46.7% | 41.4% | ||
| Q3 25 | 46.3% | 45.9% | ||
| Q2 25 | 44.9% | 41.2% | ||
| Q1 25 | 41.4% | 41.1% | ||
| Q4 24 | 45.7% | 39.8% | ||
| Q3 24 | 45.7% | 40.1% | ||
| Q2 24 | 44.8% | 39.6% |
| Q3 26 | 57.5% | — | ||
| Q4 25 | 4.2% | 13.2% | ||
| Q3 25 | 2.9% | 17.2% | ||
| Q2 25 | -1.3% | 11.2% | ||
| Q1 25 | -6.8% | 15.3% | ||
| Q4 24 | -0.0% | 11.4% | ||
| Q3 24 | 2.2% | 14.8% | ||
| Q2 24 | -6.4% | 14.3% |
| Q3 26 | 3.6% | — | ||
| Q4 25 | 3.6% | 9.9% | ||
| Q3 25 | 3.0% | 76.3% | ||
| Q2 25 | -6.5% | 8.8% | ||
| Q1 25 | -7.7% | 11.7% | ||
| Q4 24 | -3.9% | 9.5% | ||
| Q3 24 | -18.0% | 11.5% | ||
| Q2 24 | -10.6% | 11.2% |
| Q3 26 | $0.04 | — | ||
| Q4 25 | $0.04 | $1.11 | ||
| Q3 25 | $0.03 | $8.43 | ||
| Q2 25 | $-0.07 | $1.01 | ||
| Q1 25 | $-0.08 | $1.20 | ||
| Q4 24 | $-0.04 | $0.91 | ||
| Q3 24 | $-0.18 | $1.32 | ||
| Q2 24 | $-0.09 | $1.13 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $155.2M | $103.8M |
| Total DebtLower is stronger | $287.7M | $145.5M |
| Stockholders' EquityBook value | — | $1.6B |
| Total Assets | $1.4B | $2.4B |
| Debt / EquityLower = less leverage | — | 0.09× |
8-quarter trend — quarters aligned by calendar period.
| Q3 26 | $155.2M | — | ||
| Q4 25 | $155.2M | $103.8M | ||
| Q3 25 | $117.5M | $101.3M | ||
| Q2 25 | $129.1M | $78.7M | ||
| Q1 25 | $121.3M | $57.4M | ||
| Q4 24 | $138.5M | $71.3M | ||
| Q3 24 | $188.8M | $66.0M | ||
| Q2 24 | $173.1M | $63.0M |
| Q3 26 | $287.7M | — | ||
| Q4 25 | $280.7M | $145.5M | ||
| Q3 25 | $280.4M | $186.0M | ||
| Q2 25 | $304.8M | $525.0M | ||
| Q1 25 | $338.9M | $88.0M | ||
| Q4 24 | $368.7M | $112.0M | ||
| Q3 24 | $393.0M | $122.0M | ||
| Q2 24 | $195.8M | $173.0M |
| Q3 26 | — | — | ||
| Q4 25 | $962.7M | $1.6B | ||
| Q3 25 | $944.2M | $1.5B | ||
| Q2 25 | $922.7M | $1.3B | ||
| Q1 25 | $929.6M | $1.3B | ||
| Q4 24 | $933.0M | $1.2B | ||
| Q3 24 | $937.3M | $1.2B | ||
| Q2 24 | $1.1B | $1.2B |
| Q3 26 | $1.4B | — | ||
| Q4 25 | $1.4B | $2.4B | ||
| Q3 25 | $1.4B | $2.4B | ||
| Q2 25 | $1.4B | $2.5B | ||
| Q1 25 | $1.4B | $1.8B | ||
| Q4 24 | $1.4B | $1.8B | ||
| Q3 24 | $1.5B | $1.8B | ||
| Q2 24 | $1.4B | $1.8B |
| Q3 26 | — | — | ||
| Q4 25 | 0.29× | 0.09× | ||
| Q3 25 | 0.30× | 0.12× | ||
| Q2 25 | 0.33× | 0.40× | ||
| Q1 25 | 0.36× | 0.07× | ||
| Q4 24 | 0.40× | 0.09× | ||
| Q3 24 | 0.42× | 0.10× | ||
| Q2 24 | 0.18× | 0.14× |
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 | — | $68.9M |
| Free Cash FlowOCF − Capex | — | $63.0M |
| FCF MarginFCF / Revenue | — | 21.7% |
| Capex IntensityCapex / Revenue | — | 2.0% |
| Cash ConversionOCF / Net Profit | — | 2.40× |
| TTM Free Cash FlowTrailing 4 quarters | — | $239.6M |
8-quarter trend — quarters aligned by calendar period.
| Q3 26 | — | — | ||
| Q4 25 | $45.4M | $68.9M | ||
| Q3 25 | $20.4M | $109.9M | ||
| Q2 25 | $61.6M | $73.7M | ||
| Q1 25 | $20.4M | $24.1M | ||
| Q4 24 | $-8.2M | $34.2M | ||
| Q3 24 | $15.5M | $72.1M | ||
| Q2 24 | $34.2M | $36.2M |
| Q3 26 | — | — | ||
| Q4 25 | $41.3M | $63.0M | ||
| Q3 25 | $13.9M | $97.8M | ||
| Q2 25 | $51.0M | $64.9M | ||
| Q1 25 | $15.0M | $14.0M | ||
| Q4 24 | $-21.8M | $29.0M | ||
| Q3 24 | $5.6M | $60.9M | ||
| Q2 24 | $23.2M | $27.6M |
| Q3 26 | — | — | ||
| Q4 25 | 18.0% | 21.7% | ||
| Q3 25 | 6.5% | 34.1% | ||
| Q2 25 | 25.1% | 21.9% | ||
| Q1 25 | 7.8% | 5.3% | ||
| Q4 24 | -12.3% | 11.7% | ||
| Q3 24 | 3.0% | 20.4% | ||
| Q2 24 | 13.9% | 10.6% |
| Q3 26 | — | — | ||
| Q4 25 | 1.8% | 2.0% | ||
| Q3 25 | 3.0% | 4.2% | ||
| Q2 25 | 5.2% | 3.0% | ||
| Q1 25 | 2.8% | 3.8% | ||
| Q4 24 | 7.7% | 2.1% | ||
| Q3 24 | 5.3% | 3.8% | ||
| Q2 24 | 6.6% | 3.3% |
| Q3 26 | — | — | ||
| Q4 25 | 5.47× | 2.40× | ||
| Q3 25 | 3.12× | 0.50× | ||
| Q2 25 | — | 2.83× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 1.46× | ||
| Q3 24 | — | 2.10× | ||
| Q2 24 | — | 1.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALGM
| Automotive | $164.5M | 72% |
| Industrial and Other | $64.7M | 28% |
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% |
