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Side-by-side financial comparison of APPFOLIO INC (APPF) 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 $262.2M, roughly 1.1× APPFOLIO INC). APPFOLIO INC runs the higher net margin — 16.2% vs 9.9%, a 6.3% gap on every dollar of revenue. On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs 17.3%). Over the past eight quarters, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs 7.8%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
APPF vs ESE — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $289.7M |
| Net Profit | $42.4M | $28.7M |
| Gross Margin | — | 41.4% |
| Operating Margin | 19.4% | 13.2% |
| Net Margin | 16.2% | 9.9% |
| Revenue YoY | 20.4% | 17.3% |
| Net Profit YoY | 35.2% | 22.2% |
| EPS (diluted) | $1.18 | $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.
| Q1 26 | $262.2M | — | ||
| Q4 25 | $248.2M | $289.7M | ||
| Q3 25 | $249.4M | $286.5M | ||
| Q2 25 | $235.6M | $296.3M | ||
| Q1 25 | $217.7M | $265.5M | ||
| Q4 24 | $203.7M | $247.0M | ||
| Q3 24 | $205.7M | $298.5M | ||
| Q2 24 | $197.4M | $260.8M |
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $28.7M | ||
| Q3 25 | $33.6M | $218.7M | ||
| Q2 25 | $36.0M | $26.1M | ||
| Q1 25 | $31.4M | $31.0M | ||
| Q4 24 | $102.7M | $23.5M | ||
| Q3 24 | $33.0M | $34.3M | ||
| Q2 24 | $29.7M | $29.2M |
| Q1 26 | — | — | ||
| 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 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 13.2% | ||
| Q3 25 | 14.1% | 17.2% | ||
| Q2 25 | 17.2% | 11.2% | ||
| Q1 25 | 15.5% | 15.3% | ||
| Q4 24 | 11.3% | 11.4% | ||
| Q3 24 | 20.7% | 14.8% | ||
| Q2 24 | 18.3% | 14.3% |
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | 9.9% | ||
| Q3 25 | 13.5% | 76.3% | ||
| Q2 25 | 15.3% | 8.8% | ||
| Q1 25 | 14.4% | 11.7% | ||
| Q4 24 | 50.4% | 9.5% | ||
| Q3 24 | 16.0% | 11.5% | ||
| Q2 24 | 15.0% | 11.2% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $1.11 | ||
| Q3 25 | $0.93 | $8.43 | ||
| Q2 25 | $0.99 | $1.01 | ||
| Q1 25 | $0.86 | $1.20 | ||
| Q4 24 | $2.79 | $0.91 | ||
| Q3 24 | $0.90 | $1.32 | ||
| Q2 24 | $0.81 | $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 | $147.4M | $103.8M |
| Total DebtLower is stronger | — | $145.5M |
| Stockholders' EquityBook value | $470.2M | $1.6B |
| Total Assets | $580.6M | $2.4B |
| Debt / EquityLower = less leverage | — | 0.09× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $103.8M | ||
| Q3 25 | $76.1M | $101.3M | ||
| Q2 25 | $73.5M | $78.7M | ||
| Q1 25 | $56.9M | $57.4M | ||
| Q4 24 | $42.5M | $71.3M | ||
| Q3 24 | $62.4M | $66.0M | ||
| Q2 24 | $59.6M | $63.0M |
| Q1 26 | — | — | ||
| 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 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $1.6B | ||
| Q3 25 | $498.9M | $1.5B | ||
| Q2 25 | $455.6M | $1.3B | ||
| Q1 25 | $462.1M | $1.3B | ||
| Q4 24 | $519.3M | $1.2B | ||
| Q3 24 | $412.8M | $1.2B | ||
| Q2 24 | $371.4M | $1.2B |
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $2.4B | ||
| Q3 25 | $640.5M | $2.4B | ||
| Q2 25 | $567.4M | $2.5B | ||
| Q1 25 | $564.7M | $1.8B | ||
| Q4 24 | $626.7M | $1.8B | ||
| Q3 24 | $523.3M | $1.8B | ||
| Q2 24 | $479.3M | $1.8B |
| Q1 26 | — | — | ||
| 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× |
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 | $34.3M | $68.9M |
| Free Cash FlowOCF − Capex | — | $63.0M |
| FCF MarginFCF / Revenue | — | 21.7% |
| Capex IntensityCapex / Revenue | — | 2.0% |
| Cash ConversionOCF / Net Profit | 0.81× | 2.40× |
| TTM Free Cash FlowTrailing 4 quarters | — | $239.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $68.9M | ||
| Q3 25 | $86.0M | $109.9M | ||
| Q2 25 | $52.6M | $73.7M | ||
| Q1 25 | $38.5M | $24.1M | ||
| Q4 24 | $36.6M | $34.2M | ||
| Q3 24 | $57.8M | $72.1M | ||
| Q2 24 | $50.9M | $36.2M |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $63.0M | ||
| Q3 25 | $84.7M | $97.8M | ||
| Q2 25 | $52.4M | $64.9M | ||
| Q1 25 | $38.2M | $14.0M | ||
| Q4 24 | $36.4M | $29.0M | ||
| Q3 24 | $57.4M | $60.9M | ||
| Q2 24 | $50.8M | $27.6M |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 21.7% | ||
| Q3 25 | 34.0% | 34.1% | ||
| Q2 25 | 22.2% | 21.9% | ||
| Q1 25 | 17.6% | 5.3% | ||
| Q4 24 | 17.9% | 11.7% | ||
| Q3 24 | 27.9% | 20.4% | ||
| Q2 24 | 25.8% | 10.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 2.0% | ||
| Q3 25 | 0.5% | 4.2% | ||
| Q2 25 | 0.1% | 3.0% | ||
| Q1 25 | 0.1% | 3.8% | ||
| Q4 24 | 0.1% | 2.1% | ||
| Q3 24 | 0.2% | 3.8% | ||
| Q2 24 | 0.0% | 3.3% |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | 2.40× | ||
| Q3 25 | 2.56× | 0.50× | ||
| Q2 25 | 1.46× | 2.83× | ||
| Q1 25 | 1.23× | 0.78× | ||
| Q4 24 | 0.36× | 1.46× | ||
| Q3 24 | 1.75× | 2.10× | ||
| Q2 24 | 1.71× | 1.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
APPF
| Value Added Services | $201.4M | 77% |
| Subscription Services | $58.2M | 22% |
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% |
