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Side-by-side financial comparison of BANCFIRST CORP (BANF) 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 $181.0M, roughly 1.6× BANCFIRST CORP). BANCFIRST CORP runs the higher net margin — 32.9% vs 9.9%, a 23.0% gap on every dollar of revenue. On growth, ESCO TECHNOLOGIES INC posted the faster year-over-year revenue change (17.3% vs 11.1%). BANCFIRST CORP produced more free cash flow last quarter ($237.0M vs $63.0M). Over the past eight quarters, BANCFIRST CORP's revenue compounded faster (9.5% CAGR vs 7.8%).
BancFirst Corporation is an Oklahoma-based financial services holding company. The company operates three subsidiary banks, BancFirst, an Oklahoma state-chartered bank; and Pegasus Bank and Worthington Bank, both Texas state-chartered banks.
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
BANF vs ESE — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $181.0M | $289.7M |
| Net Profit | $59.5M | $28.7M |
| Gross Margin | — | 41.4% |
| Operating Margin | 41.6% | 13.2% |
| Net Margin | 32.9% | 9.9% |
| Revenue YoY | 11.1% | 17.3% |
| Net Profit YoY | 5.3% | 22.2% |
| EPS (diluted) | $1.75 | $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 | $181.0M | $289.7M | ||
| Q3 25 | $175.5M | $286.5M | ||
| Q2 25 | $169.3M | $296.3M | ||
| Q1 25 | $164.8M | $265.5M | ||
| Q4 24 | $162.9M | $247.0M | ||
| Q3 24 | $163.7M | $298.5M | ||
| Q2 24 | $153.8M | $260.8M | ||
| Q1 24 | $151.0M | $249.1M |
| Q4 25 | $59.5M | $28.7M | ||
| Q3 25 | $62.7M | $218.7M | ||
| Q2 25 | $62.3M | $26.1M | ||
| Q1 25 | $56.1M | $31.0M | ||
| Q4 24 | $56.5M | $23.5M | ||
| Q3 24 | $58.9M | $34.3M | ||
| Q2 24 | $50.6M | $29.2M | ||
| Q1 24 | $50.3M | $23.2M |
| 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 24 | — | 38.8% |
| Q4 25 | 41.6% | 13.2% | ||
| Q3 25 | 45.0% | 17.2% | ||
| Q2 25 | 47.1% | 11.2% | ||
| Q1 25 | 43.1% | 15.3% | ||
| Q4 24 | 44.2% | 11.4% | ||
| Q3 24 | 45.2% | 14.8% | ||
| Q2 24 | 42.4% | 14.3% | ||
| Q1 24 | 42.5% | 11.7% |
| Q4 25 | 32.9% | 9.9% | ||
| Q3 25 | 35.7% | 76.3% | ||
| Q2 25 | 36.8% | 8.8% | ||
| Q1 25 | 34.0% | 11.7% | ||
| Q4 24 | 34.7% | 9.5% | ||
| Q3 24 | 36.0% | 11.5% | ||
| Q2 24 | 32.9% | 11.2% | ||
| Q1 24 | 33.3% | 9.3% |
| Q4 25 | $1.75 | $1.11 | ||
| Q3 25 | $1.85 | $8.43 | ||
| Q2 25 | $1.85 | $1.01 | ||
| Q1 25 | $1.66 | $1.20 | ||
| Q4 24 | $1.68 | $0.91 | ||
| Q3 24 | $1.75 | $1.32 | ||
| Q2 24 | $1.51 | $1.13 | ||
| Q1 24 | $1.50 | $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 | — | $103.8M |
| Total DebtLower is stronger | — | $145.5M |
| Stockholders' EquityBook value | $1.9B | $1.6B |
| Total Assets | $14.8B | $2.4B |
| Debt / EquityLower = less leverage | — | 0.09× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $103.8M | ||
| Q3 25 | — | $101.3M | ||
| Q2 25 | — | $78.7M | ||
| Q1 25 | — | $57.4M | ||
| Q4 24 | — | $71.3M | ||
| Q3 24 | — | $66.0M | ||
| Q2 24 | — | $63.0M | ||
| Q1 24 | — | $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 | $1.9B | $1.6B | ||
| Q3 25 | $1.8B | $1.5B | ||
| Q2 25 | $1.7B | $1.3B | ||
| Q1 25 | $1.7B | $1.3B | ||
| Q4 24 | $1.6B | $1.2B | ||
| Q3 24 | $1.6B | $1.2B | ||
| Q2 24 | $1.5B | $1.2B | ||
| Q1 24 | $1.5B | $1.2B |
| Q4 25 | $14.8B | $2.4B | ||
| Q3 25 | $14.2B | $2.4B | ||
| Q2 25 | $14.0B | $2.5B | ||
| Q1 25 | $14.0B | $1.8B | ||
| Q4 24 | $13.6B | $1.8B | ||
| Q3 24 | $13.3B | $1.8B | ||
| Q2 24 | $12.7B | $1.8B | ||
| Q1 24 | $12.6B | $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 | $285.3M | $68.9M |
| Free Cash FlowOCF − Capex | $237.0M | $63.0M |
| FCF MarginFCF / Revenue | 130.9% | 21.7% |
| Capex IntensityCapex / Revenue | 26.7% | 2.0% |
| Cash ConversionOCF / Net Profit | 4.79× | 2.40× |
| TTM Free Cash FlowTrailing 4 quarters | $430.7M | $239.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $285.3M | $68.9M | ||
| Q3 25 | $75.4M | $109.9M | ||
| Q2 25 | $78.1M | $73.7M | ||
| Q1 25 | $77.0M | $24.1M | ||
| Q4 24 | $261.2M | $34.2M | ||
| Q3 24 | $77.6M | $72.1M | ||
| Q2 24 | $100.2M | $36.2M | ||
| Q1 24 | $66.3M | $10.5M |
| Q4 25 | $237.0M | $63.0M | ||
| Q3 25 | $63.7M | $97.8M | ||
| Q2 25 | $64.4M | $64.9M | ||
| Q1 25 | $65.6M | $14.0M | ||
| Q4 24 | $224.5M | $29.0M | ||
| Q3 24 | $72.4M | $60.9M | ||
| Q2 24 | $94.1M | $27.6M | ||
| Q1 24 | $56.1M | $2.0M |
| Q4 25 | 130.9% | 21.7% | ||
| Q3 25 | 36.3% | 34.1% | ||
| Q2 25 | 38.0% | 21.9% | ||
| Q1 25 | 39.8% | 5.3% | ||
| Q4 24 | 137.8% | 11.7% | ||
| Q3 24 | 44.2% | 20.4% | ||
| Q2 24 | 61.2% | 10.6% | ||
| Q1 24 | 37.1% | 0.8% |
| Q4 25 | 26.7% | 2.0% | ||
| Q3 25 | 6.7% | 4.2% | ||
| Q2 25 | 8.1% | 3.0% | ||
| Q1 25 | 6.9% | 3.8% | ||
| Q4 24 | 22.5% | 2.1% | ||
| Q3 24 | 3.2% | 3.8% | ||
| Q2 24 | 3.9% | 3.3% | ||
| Q1 24 | 6.8% | 3.4% |
| Q4 25 | 4.79× | 2.40× | ||
| Q3 25 | 1.20× | 0.50× | ||
| Q2 25 | 1.25× | 2.83× | ||
| Q1 25 | 1.37× | 0.78× | ||
| Q4 24 | 4.62× | 1.46× | ||
| Q3 24 | 1.32× | 2.10× | ||
| Q2 24 | 1.98× | 1.24× | ||
| Q1 24 | 1.32× | 0.45× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BANF
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% |
