vs
Side-by-side financial comparison of Bandwidth Inc. (BAND) 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 $208.8M, roughly 1.4× Bandwidth 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, Bandwidth Inc. posted the faster year-over-year revenue change (20.1% vs 17.3%). ESCO TECHNOLOGIES INC produced more free cash flow last quarter ($63.0M vs $-1.0M). Over the past eight quarters, Bandwidth Inc.'s revenue compounded faster (9.7% CAGR vs 7.8%).
Bandwidth Inc. is a communications platform as a service company. It sells software application programming interfaces for voice, text messaging and emergency services, using its own global IP voice network.
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
BAND vs ESE — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $208.8M | $289.7M |
| Net Profit | $4.0M | $28.7M |
| Gross Margin | 37.3% | 41.4% |
| Operating Margin | 60.5% | 13.2% |
| Net Margin | 1.9% | 9.9% |
| Revenue YoY | 20.1% | 17.3% |
| Net Profit YoY | 200.0% | 22.2% |
| EPS (diluted) | $-0.08 | $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 | $208.8M | — | ||
| Q4 25 | $207.7M | $289.7M | ||
| Q3 25 | $191.9M | $286.5M | ||
| Q2 25 | $180.0M | $296.3M | ||
| Q1 25 | $174.2M | $265.5M | ||
| Q4 24 | $210.0M | $247.0M | ||
| Q3 24 | $193.9M | $298.5M | ||
| Q2 24 | $173.6M | $260.8M |
| Q1 26 | $4.0M | — | ||
| Q4 25 | — | $28.7M | ||
| Q3 25 | $-1.2M | $218.7M | ||
| Q2 25 | $-4.9M | $26.1M | ||
| Q1 25 | $-3.7M | $31.0M | ||
| Q4 24 | — | $23.5M | ||
| Q3 24 | $413.0K | $34.3M | ||
| Q2 24 | $4.1M | $29.2M |
| Q1 26 | 37.3% | — | ||
| Q4 25 | 37.6% | 41.4% | ||
| Q3 25 | 38.5% | 45.9% | ||
| Q2 25 | 39.8% | 41.2% | ||
| Q1 25 | 41.0% | 41.1% | ||
| Q4 24 | 36.4% | 39.8% | ||
| Q3 24 | 37.7% | 40.1% | ||
| Q2 24 | 37.3% | 39.6% |
| Q1 26 | 60.5% | — | ||
| Q4 25 | -1.9% | 13.2% | ||
| Q3 25 | -1.0% | 17.2% | ||
| Q2 25 | -2.1% | 11.2% | ||
| Q1 25 | -2.7% | 15.3% | ||
| Q4 24 | -1.3% | 11.4% | ||
| Q3 24 | -0.5% | 14.8% | ||
| Q2 24 | -3.5% | 14.3% |
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 9.9% | ||
| Q3 25 | -0.6% | 76.3% | ||
| Q2 25 | -2.7% | 8.8% | ||
| Q1 25 | -2.1% | 11.7% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | 0.2% | 11.5% | ||
| Q2 24 | 2.3% | 11.2% |
| Q1 26 | $-0.08 | — | ||
| Q4 25 | $-0.10 | $1.11 | ||
| Q3 25 | $-0.04 | $8.43 | ||
| Q2 25 | $-0.16 | $1.01 | ||
| Q1 25 | $-0.13 | $1.20 | ||
| Q4 24 | $0.27 | $0.91 | ||
| Q3 24 | $0.01 | $1.32 | ||
| Q2 24 | $-0.17 | $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 | $47.3M | $103.8M |
| Total DebtLower is stronger | — | $145.5M |
| Stockholders' EquityBook value | $405.7M | $1.6B |
| Total Assets | $984.2M | $2.4B |
| Debt / EquityLower = less leverage | — | 0.09× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $47.3M | — | ||
| Q4 25 | $111.3M | $103.8M | ||
| Q3 25 | $80.4M | $101.3M | ||
| Q2 25 | $68.1M | $78.7M | ||
| Q1 25 | $41.7M | $57.4M | ||
| Q4 24 | $83.8M | $71.3M | ||
| Q3 24 | $79.9M | $66.0M | ||
| Q2 24 | $76.4M | $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 | $405.7M | — | ||
| Q4 25 | $400.0M | $1.6B | ||
| Q3 25 | $392.7M | $1.5B | ||
| Q2 25 | $384.5M | $1.3B | ||
| Q1 25 | $345.4M | $1.3B | ||
| Q4 24 | $312.5M | $1.2B | ||
| Q3 24 | $336.6M | $1.2B | ||
| Q2 24 | $307.4M | $1.2B |
| Q1 26 | $984.2M | — | ||
| Q4 25 | $1.1B | $2.4B | ||
| Q3 25 | $1.0B | $2.4B | ||
| Q2 25 | $1.0B | $2.5B | ||
| Q1 25 | $964.4M | $1.8B | ||
| Q4 24 | $989.2M | $1.8B | ||
| Q3 24 | $1.0B | $1.8B | ||
| Q2 24 | $1.0B | $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 | — | $68.9M |
| Free Cash FlowOCF − Capex | $-1.0M | $63.0M |
| FCF MarginFCF / Revenue | -0.5% | 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.
| Q1 26 | — | — | ||
| Q4 25 | $38.6M | $68.9M | ||
| Q3 25 | $22.2M | $109.9M | ||
| Q2 25 | $31.7M | $73.7M | ||
| Q1 25 | $-3.1M | $24.1M | ||
| Q4 24 | $36.5M | $34.2M | ||
| Q3 24 | $20.5M | $72.1M | ||
| Q2 24 | $24.4M | $36.2M |
| Q1 26 | $-1.0M | — | ||
| 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 26 | -0.5% | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | — | 2.40× | ||
| Q3 25 | — | 0.50× | ||
| Q2 25 | — | 2.83× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 1.46× | ||
| Q3 24 | 49.55× | 2.10× | ||
| Q2 24 | 6.03× | 1.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BAND
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% |
