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Side-by-side financial comparison of COGENT COMMUNICATIONS HOLDINGS, INC. (CCOI) 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 $240.5M, roughly 1.2× COGENT COMMUNICATIONS HOLDINGS, INC.). ESCO TECHNOLOGIES INC runs the higher net margin — 9.9% vs -12.8%, a 22.7% gap on every dollar of revenue. On growth, ESCO TECHNOLOGIES INC posted the faster year-over-year revenue change (17.3% vs -4.7%). ESCO TECHNOLOGIES INC produced more free cash flow last quarter ($63.0M vs $-43.0M). Over the past eight quarters, ESCO TECHNOLOGIES INC's revenue compounded faster (7.8% CAGR vs -4.9%).
Cogent Communications Holdings, Inc. is a multinational internet service provider based in the United States. Cogent's primary services consist of Internet access and data transport, offered on a fiber optic, IP data-only network, along with colocation in data centers.
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
CCOI vs ESE — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $240.5M | $289.7M |
| Net Profit | $-30.8M | $28.7M |
| Gross Margin | 46.6% | 41.4% |
| Operating Margin | -4.7% | 13.2% |
| Net Margin | -12.8% | 9.9% |
| Revenue YoY | -4.7% | 17.3% |
| Net Profit YoY | 28.9% | 22.2% |
| EPS (diluted) | $-0.63 | $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 | $240.5M | $289.7M | ||
| Q3 25 | $241.9M | $286.5M | ||
| Q2 25 | $246.2M | $296.3M | ||
| Q1 25 | $247.0M | $265.5M | ||
| Q4 24 | $252.3M | $247.0M | ||
| Q3 24 | $257.2M | $298.5M | ||
| Q2 24 | $260.4M | $260.8M | ||
| Q1 24 | $266.2M | $249.1M |
| Q4 25 | $-30.8M | $28.7M | ||
| Q3 25 | $-41.5M | $218.7M | ||
| Q2 25 | $-57.8M | $26.1M | ||
| Q1 25 | $-52.0M | $31.0M | ||
| Q4 24 | $-43.3M | $23.5M | ||
| Q3 24 | $-63.1M | $34.3M | ||
| Q2 24 | $-32.3M | $29.2M | ||
| Q1 24 | $-65.3M | $23.2M |
| Q4 25 | 46.6% | 41.4% | ||
| Q3 25 | 45.6% | 45.9% | ||
| Q2 25 | 44.2% | 41.2% | ||
| Q1 25 | 44.4% | 41.1% | ||
| Q4 24 | 38.5% | 39.8% | ||
| Q3 24 | 37.2% | 40.1% | ||
| Q2 24 | 40.0% | 39.6% | ||
| Q1 24 | 36.5% | 38.8% |
| Q4 25 | -4.7% | 13.2% | ||
| Q3 25 | -7.5% | 17.2% | ||
| Q2 25 | -12.8% | 11.2% | ||
| Q1 25 | -16.3% | 15.3% | ||
| Q4 24 | -13.2% | 11.4% | ||
| Q3 24 | -22.5% | 14.8% | ||
| Q2 24 | -18.1% | 14.3% | ||
| Q1 24 | -22.3% | 11.7% |
| Q4 25 | -12.8% | 9.9% | ||
| Q3 25 | -17.2% | 76.3% | ||
| Q2 25 | -23.5% | 8.8% | ||
| Q1 25 | -21.1% | 11.7% | ||
| Q4 24 | -17.2% | 9.5% | ||
| Q3 24 | -24.5% | 11.5% | ||
| Q2 24 | -12.4% | 11.2% | ||
| Q1 24 | -24.5% | 9.3% |
| Q4 25 | $-0.63 | $1.11 | ||
| Q3 25 | $-0.87 | $8.43 | ||
| Q2 25 | $-1.21 | $1.01 | ||
| Q1 25 | $-1.09 | $1.20 | ||
| Q4 24 | $-0.89 | $0.91 | ||
| Q3 24 | $-1.33 | $1.32 | ||
| Q2 24 | $-0.68 | $1.13 | ||
| Q1 24 | $-1.38 | $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 | $148.5M | $103.8M |
| Total DebtLower is stronger | $1.7B | $145.5M |
| Stockholders' EquityBook value | $-63.8M | $1.6B |
| Total Assets | $3.1B | $2.4B |
| Debt / EquityLower = less leverage | — | 0.09× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $148.5M | $103.8M | ||
| Q3 25 | $147.1M | $101.3M | ||
| Q2 25 | $213.7M | $78.7M | ||
| Q1 25 | $153.8M | $57.4M | ||
| Q4 24 | $198.5M | $71.3M | ||
| Q3 24 | $279.2M | $66.0M | ||
| Q2 24 | $384.4M | $63.0M | ||
| Q1 24 | $118.4M | $59.4M |
| Q4 25 | $1.7B | $145.5M | ||
| Q3 25 | — | $186.0M | ||
| Q2 25 | — | $525.0M | ||
| Q1 25 | — | $88.0M | ||
| Q4 24 | $1.5B | $112.0M | ||
| Q3 24 | — | $122.0M | ||
| Q2 24 | — | $173.0M | ||
| Q1 24 | — | $191.0M |
| Q4 25 | $-63.8M | $1.6B | ||
| Q3 25 | $-39.2M | $1.5B | ||
| Q2 25 | $46.7M | $1.3B | ||
| Q1 25 | $142.8M | $1.3B | ||
| Q4 24 | $222.8M | $1.2B | ||
| Q3 24 | $323.6M | $1.2B | ||
| Q2 24 | $415.5M | $1.2B | ||
| Q1 24 | $500.6M | $1.2B |
| Q4 25 | $3.1B | $2.4B | ||
| Q3 25 | $3.1B | $2.4B | ||
| Q2 25 | $3.3B | $2.5B | ||
| Q1 25 | $3.1B | $1.8B | ||
| Q4 24 | $3.2B | $1.8B | ||
| Q3 24 | $3.2B | $1.8B | ||
| Q2 24 | $3.3B | $1.8B | ||
| Q1 24 | $3.1B | $1.8B |
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.40× | ||
| Q1 25 | — | 0.07× | ||
| Q4 24 | 6.53× | 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 | $-6.0M | $68.9M |
| Free Cash FlowOCF − Capex | $-43.0M | $63.0M |
| FCF MarginFCF / Revenue | -17.9% | 21.7% |
| Capex IntensityCapex / Revenue | 15.4% | 2.0% |
| Cash ConversionOCF / Net Profit | — | 2.40× |
| TTM Free Cash FlowTrailing 4 quarters | $-198.1M | $239.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-6.0M | $68.9M | ||
| Q3 25 | $3.1M | $109.9M | ||
| Q2 25 | $-44.0M | $73.7M | ||
| Q1 25 | $36.4M | $24.1M | ||
| Q4 24 | $14.5M | $34.2M | ||
| Q3 24 | $-20.2M | $72.1M | ||
| Q2 24 | $-22.2M | $36.2M | ||
| Q1 24 | $19.2M | $10.5M |
| Q4 25 | $-43.0M | $63.0M | ||
| Q3 25 | $-33.1M | $97.8M | ||
| Q2 25 | $-100.2M | $64.9M | ||
| Q1 25 | $-21.7M | $14.0M | ||
| Q4 24 | $-31.6M | $29.0M | ||
| Q3 24 | $-79.5M | $60.9M | ||
| Q2 24 | $-70.9M | $27.6M | ||
| Q1 24 | $-21.7M | $2.0M |
| Q4 25 | -17.9% | 21.7% | ||
| Q3 25 | -13.7% | 34.1% | ||
| Q2 25 | -40.7% | 21.9% | ||
| Q1 25 | -8.8% | 5.3% | ||
| Q4 24 | -12.5% | 11.7% | ||
| Q3 24 | -30.9% | 20.4% | ||
| Q2 24 | -27.2% | 10.6% | ||
| Q1 24 | -8.1% | 0.8% |
| Q4 25 | 15.4% | 2.0% | ||
| Q3 25 | 15.0% | 4.2% | ||
| Q2 25 | 22.8% | 3.0% | ||
| Q1 25 | 23.5% | 3.8% | ||
| Q4 24 | 18.3% | 2.1% | ||
| Q3 24 | 23.0% | 3.8% | ||
| Q2 24 | 18.7% | 3.3% | ||
| Q1 24 | 15.4% | 3.4% |
| Q4 25 | — | 2.40× | ||
| Q3 25 | — | 0.50× | ||
| Q2 25 | — | 2.83× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 1.46× | ||
| Q3 24 | — | 2.10× | ||
| Q2 24 | — | 1.24× | ||
| Q1 24 | — | 0.45× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CCOI
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% |
