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Side-by-side financial comparison of Vita Coco Company, Inc. (COCO) 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 $179.8M, roughly 1.6× Vita Coco Company, Inc.). Vita Coco Company, Inc. runs the higher net margin — 17.0% vs 9.9%, a 7.0% gap on every dollar of revenue. On growth, Vita Coco Company, Inc. posted the faster year-over-year revenue change (37.3% vs 17.3%). Over the past eight quarters, Vita Coco Company, Inc.'s revenue compounded faster (11.7% CAGR vs 7.8%).
The Vita Coco Company, doing business simply as Vita Coco, is an American beverage company which mainly sells coconut water. The largest brand globally in coconut/plant waters, Vita Coco has operations in 31 countries as of 2016. It is a benefit corporation. The company is owned by All Market Inc.
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
COCO vs ESE — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $179.8M | $289.7M |
| Net Profit | $30.5M | $28.7M |
| Gross Margin | 39.9% | 41.4% |
| Operating Margin | 18.7% | 13.2% |
| Net Margin | 17.0% | 9.9% |
| Revenue YoY | 37.3% | 17.3% |
| Net Profit YoY | 61.4% | 22.2% |
| EPS (diluted) | $0.50 | $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 | $179.8M | — | ||
| Q4 25 | $127.8M | $289.7M | ||
| Q3 25 | $182.3M | $286.5M | ||
| Q2 25 | $168.8M | $296.3M | ||
| Q1 25 | $130.9M | $265.5M | ||
| Q4 24 | $127.3M | $247.0M | ||
| Q3 24 | $132.9M | $298.5M | ||
| Q2 24 | $144.1M | $260.8M |
| Q1 26 | $30.5M | — | ||
| Q4 25 | $5.5M | $28.7M | ||
| Q3 25 | $24.0M | $218.7M | ||
| Q2 25 | $22.9M | $26.1M | ||
| Q1 25 | $18.9M | $31.0M | ||
| Q4 24 | $3.4M | $23.5M | ||
| Q3 24 | $19.3M | $34.3M | ||
| Q2 24 | $19.1M | $29.2M |
| Q1 26 | 39.9% | — | ||
| Q4 25 | 34.9% | 41.4% | ||
| Q3 25 | 37.7% | 45.9% | ||
| Q2 25 | 36.3% | 41.2% | ||
| Q1 25 | 36.7% | 41.1% | ||
| Q4 24 | 32.5% | 39.8% | ||
| Q3 24 | 38.8% | 40.1% | ||
| Q2 24 | 40.8% | 39.6% |
| Q1 26 | 18.7% | — | ||
| Q4 25 | 8.0% | 13.2% | ||
| Q3 25 | 15.3% | 17.2% | ||
| Q2 25 | 14.9% | 11.2% | ||
| Q1 25 | 14.7% | 15.3% | ||
| Q4 24 | 3.4% | 11.4% | ||
| Q3 24 | 15.5% | 14.8% | ||
| Q2 24 | 20.8% | 14.3% |
| Q1 26 | 17.0% | — | ||
| Q4 25 | 4.3% | 9.9% | ||
| Q3 25 | 13.2% | 76.3% | ||
| Q2 25 | 13.6% | 8.8% | ||
| Q1 25 | 14.4% | 11.7% | ||
| Q4 24 | 2.6% | 9.5% | ||
| Q3 24 | 14.5% | 11.5% | ||
| Q2 24 | 13.2% | 11.2% |
| Q1 26 | $0.50 | — | ||
| Q4 25 | $0.10 | $1.11 | ||
| Q3 25 | $0.40 | $8.43 | ||
| Q2 25 | $0.38 | $1.01 | ||
| Q1 25 | $0.31 | $1.20 | ||
| Q4 24 | $0.06 | $0.91 | ||
| Q3 24 | $0.32 | $1.32 | ||
| Q2 24 | $0.32 | $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 | $201.9M | $103.8M |
| Total DebtLower is stronger | — | $145.5M |
| Stockholders' EquityBook value | $352.2M | $1.6B |
| Total Assets | $488.3M | $2.4B |
| Debt / EquityLower = less leverage | — | 0.09× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $201.9M | — | ||
| Q4 25 | $196.9M | $103.8M | ||
| Q3 25 | $203.7M | $101.3M | ||
| Q2 25 | $167.0M | $78.7M | ||
| Q1 25 | $153.6M | $57.4M | ||
| Q4 24 | $164.7M | $71.3M | ||
| Q3 24 | $156.7M | $66.0M | ||
| Q2 24 | $150.1M | $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 | $352.2M | — | ||
| Q4 25 | $331.5M | $1.6B | ||
| Q3 25 | $323.7M | $1.5B | ||
| Q2 25 | $296.9M | $1.3B | ||
| Q1 25 | $277.9M | $1.3B | ||
| Q4 24 | $258.8M | $1.2B | ||
| Q3 24 | $252.1M | $1.2B | ||
| Q2 24 | $232.0M | $1.2B |
| Q1 26 | $488.3M | — | ||
| Q4 25 | $461.2M | $2.4B | ||
| Q3 25 | $461.3M | $2.4B | ||
| Q2 25 | $421.1M | $2.5B | ||
| Q1 25 | $384.0M | $1.8B | ||
| Q4 24 | $362.4M | $1.8B | ||
| Q3 24 | $353.1M | $1.8B | ||
| Q2 24 | $323.0M | $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 | — | $63.0M |
| FCF MarginFCF / Revenue | — | 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 | $-3.9M | $68.9M | ||
| Q3 25 | $39.1M | $109.9M | ||
| Q2 25 | $21.8M | $73.7M | ||
| Q1 25 | $-9.8M | $24.1M | ||
| Q4 24 | $6.9M | $34.2M | ||
| Q3 24 | $9.3M | $72.1M | ||
| Q2 24 | $26.9M | $36.2M |
| Q1 26 | — | — | ||
| Q4 25 | $-7.1M | $63.0M | ||
| Q3 25 | $35.6M | $97.8M | ||
| Q2 25 | $20.9M | $64.9M | ||
| Q1 25 | $-10.4M | $14.0M | ||
| Q4 24 | $6.8M | $29.0M | ||
| Q3 24 | $8.9M | $60.9M | ||
| Q2 24 | $26.6M | $27.6M |
| Q1 26 | — | — | ||
| Q4 25 | -5.6% | 21.7% | ||
| Q3 25 | 19.6% | 34.1% | ||
| Q2 25 | 12.4% | 21.9% | ||
| Q1 25 | -7.9% | 5.3% | ||
| Q4 24 | 5.3% | 11.7% | ||
| Q3 24 | 6.7% | 20.4% | ||
| Q2 24 | 18.5% | 10.6% |
| Q1 26 | — | — | ||
| Q4 25 | 2.5% | 2.0% | ||
| Q3 25 | 1.9% | 4.2% | ||
| Q2 25 | 0.6% | 3.0% | ||
| Q1 25 | 0.4% | 3.8% | ||
| Q4 24 | 0.1% | 2.1% | ||
| Q3 24 | 0.3% | 3.8% | ||
| Q2 24 | 0.2% | 3.3% |
| Q1 26 | — | — | ||
| Q4 25 | -0.70× | 2.40× | ||
| Q3 25 | 1.63× | 0.50× | ||
| Q2 25 | 0.95× | 2.83× | ||
| Q1 25 | -0.52× | 0.78× | ||
| Q4 24 | 2.05× | 1.46× | ||
| Q3 24 | 0.48× | 2.10× | ||
| Q2 24 | 1.41× | 1.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
COCO
| Subtotal | $148.2M | 82% |
| Private Label | $24.4M | 14% |
| Other | $7.2M | 4% |
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% |
