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Side-by-side financial comparison of AZZ INC (AZZ) and ESCO TECHNOLOGIES INC (ESE). Click either name above to swap in a different company.
AZZ INC is the larger business by last-quarter revenue ($385.1M vs $289.7M, roughly 1.3× ESCO TECHNOLOGIES INC). ESCO TECHNOLOGIES INC runs the higher net margin — 9.9% vs 4.1%, a 5.8% gap on every dollar of revenue. On growth, ESCO TECHNOLOGIES INC posted the faster year-over-year revenue change (17.3% vs 9.4%). Over the past eight quarters, ESCO TECHNOLOGIES INC's revenue compounded faster (7.8% CAGR vs -3.5%).
AZZ Inc. is a leading global provider of metal protection solutions including hot-dip galvanizing, surface coating services, and specialized electrical and industrial components. It primarily serves the construction, energy, infrastructure, and manufacturing sectors across North America and key international markets.
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
AZZ vs ESE — Head-to-Head
Income Statement — Q4 FY2027 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $385.1M | $289.7M |
| Net Profit | $15.9M | $28.7M |
| Gross Margin | 22.7% | 41.4% |
| Operating Margin | 14.8% | 13.2% |
| Net Margin | 4.1% | 9.9% |
| Revenue YoY | 9.4% | 17.3% |
| Net Profit YoY | 146.3% | 22.2% |
| EPS (diluted) | $0.53 | $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 26 | $385.1M | — | ||
| Q4 25 | $425.7M | $289.7M | ||
| Q3 25 | $417.3M | $286.5M | ||
| Q2 25 | $422.0M | $296.3M | ||
| Q1 25 | $351.9M | $265.5M | ||
| Q4 24 | $403.7M | $247.0M | ||
| Q3 24 | $409.0M | $298.5M | ||
| Q2 24 | $413.2M | $260.8M |
| Q4 26 | $15.9M | — | ||
| Q4 25 | $41.1M | $28.7M | ||
| Q3 25 | $89.3M | $218.7M | ||
| Q2 25 | $170.9M | $26.1M | ||
| Q1 25 | $20.2M | $31.0M | ||
| Q4 24 | $33.6M | $23.5M | ||
| Q3 24 | $35.4M | $34.3M | ||
| Q2 24 | $39.6M | $29.2M |
| Q4 26 | 22.7% | — | ||
| Q4 25 | 23.9% | 41.4% | ||
| Q3 25 | 24.3% | 45.9% | ||
| Q2 25 | 24.7% | 41.2% | ||
| Q1 25 | 22.4% | 41.1% | ||
| Q4 24 | 24.2% | 39.8% | ||
| Q3 24 | 25.3% | 40.1% | ||
| Q2 24 | 24.8% | 39.6% |
| Q4 26 | 14.8% | — | ||
| Q4 25 | 16.3% | 13.2% | ||
| Q3 25 | 16.4% | 17.2% | ||
| Q2 25 | 16.5% | 11.2% | ||
| Q1 25 | 11.5% | 15.3% | ||
| Q4 24 | 14.5% | 11.4% | ||
| Q3 24 | 16.5% | 14.8% | ||
| Q2 24 | 16.9% | 14.3% |
| Q4 26 | 4.1% | — | ||
| Q4 25 | 9.6% | 9.9% | ||
| Q3 25 | 21.4% | 76.3% | ||
| Q2 25 | 40.5% | 8.8% | ||
| Q1 25 | 5.7% | 11.7% | ||
| Q4 24 | 8.3% | 9.5% | ||
| Q3 24 | 8.7% | 11.5% | ||
| Q2 24 | 9.6% | 11.2% |
| Q4 26 | $0.53 | — | ||
| Q4 25 | $1.36 | $1.11 | ||
| Q3 25 | $2.95 | $8.43 | ||
| Q2 25 | $5.66 | $1.01 | ||
| Q1 25 | $0.87 | $1.20 | ||
| Q4 24 | $1.12 | $0.91 | ||
| Q3 24 | $1.18 | $1.32 | ||
| Q2 24 | $-1.38 | $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 | — | $103.8M |
| Total DebtLower is stronger | — | $145.5M |
| Stockholders' EquityBook value | $1.3B | $1.6B |
| Total Assets | $2.2B | $2.4B |
| Debt / EquityLower = less leverage | — | 0.09× |
8-quarter trend — quarters aligned by calendar period.
| Q4 26 | — | — | ||
| Q4 25 | $623.0K | $103.8M | ||
| Q3 25 | $897.0K | $101.3M | ||
| Q2 25 | $3.0M | $78.7M | ||
| Q1 25 | $1.5M | $57.4M | ||
| Q4 24 | $1.5M | $71.3M | ||
| Q3 24 | $2.2M | $66.0M | ||
| Q2 24 | $10.5M | $63.0M |
| Q4 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 |
| Q4 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $1.6B | ||
| Q3 25 | $1.3B | $1.5B | ||
| Q2 25 | $1.2B | $1.3B | ||
| Q1 25 | $1.0B | $1.3B | ||
| Q4 24 | $1.0B | $1.2B | ||
| Q3 24 | $999.8M | $1.2B | ||
| Q2 24 | $967.2M | $1.2B |
| Q4 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $2.4B | ||
| Q3 25 | $2.2B | $2.4B | ||
| Q2 25 | $2.2B | $2.5B | ||
| Q1 25 | $2.2B | $1.8B | ||
| Q4 24 | $2.2B | $1.8B | ||
| Q3 24 | $2.2B | $1.8B | ||
| Q2 24 | $2.2B | $1.8B |
| Q4 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 | $525.4M | $68.9M |
| Free Cash FlowOCF − Capex | — | $63.0M |
| FCF MarginFCF / Revenue | — | 21.7% |
| Capex IntensityCapex / Revenue | — | 2.0% |
| Cash ConversionOCF / Net Profit | 32.98× | 2.40× |
| TTM Free Cash FlowTrailing 4 quarters | — | $239.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 26 | $525.4M | — | ||
| Q4 25 | $79.7M | $68.9M | ||
| Q3 25 | $58.4M | $109.9M | ||
| Q2 25 | $314.8M | $73.7M | ||
| Q1 25 | — | $24.1M | ||
| Q4 24 | $66.2M | $34.2M | ||
| Q3 24 | $47.5M | $72.1M | ||
| Q2 24 | $71.9M | $36.2M |
| Q4 26 | — | — | ||
| Q4 25 | $61.2M | $63.0M | ||
| Q3 25 | $39.1M | $97.8M | ||
| Q2 25 | $293.9M | $64.9M | ||
| Q1 25 | — | $14.0M | ||
| Q4 24 | $39.7M | $29.0M | ||
| Q3 24 | $15.4M | $60.9M | ||
| Q2 24 | $44.5M | $27.6M |
| Q4 26 | — | — | ||
| Q4 25 | 14.4% | 21.7% | ||
| Q3 25 | 9.4% | 34.1% | ||
| Q2 25 | 69.6% | 21.9% | ||
| Q1 25 | — | 5.3% | ||
| Q4 24 | 9.8% | 11.7% | ||
| Q3 24 | 3.8% | 20.4% | ||
| Q2 24 | 10.8% | 10.6% |
| Q4 26 | — | — | ||
| Q4 25 | 4.4% | 2.0% | ||
| Q3 25 | 4.6% | 4.2% | ||
| Q2 25 | 5.0% | 3.0% | ||
| Q1 25 | 8.5% | 3.8% | ||
| Q4 24 | 6.6% | 2.1% | ||
| Q3 24 | 7.8% | 3.8% | ||
| Q2 24 | 6.6% | 3.3% |
| Q4 26 | 32.98× | — | ||
| Q4 25 | 1.94× | 2.40× | ||
| Q3 25 | 0.65× | 0.50× | ||
| Q2 25 | 1.84× | 2.83× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | 1.97× | 1.46× | ||
| Q3 24 | 1.34× | 2.10× | ||
| Q2 24 | 1.82× | 1.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AZZ
| Precoat Metals | $198.6M | 52% |
| Metal Coatings | $186.5M | 48% |
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% |
