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Side-by-side financial comparison of COLLEGIUM PHARMACEUTICAL, INC (COLL) 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 $205.4M, roughly 1.4× COLLEGIUM PHARMACEUTICAL, INC). ESCO TECHNOLOGIES INC runs the higher net margin — 9.9% vs 8.3%, a 1.6% gap on every dollar of revenue. On growth, ESCO TECHNOLOGIES INC posted the faster year-over-year revenue change (17.3% vs 12.9%). COLLEGIUM PHARMACEUTICAL, INC produced more free cash flow last quarter ($122.4M vs $63.0M). Over the past eight quarters, COLLEGIUM PHARMACEUTICAL, INC's revenue compounded faster (19.1% CAGR vs 7.8%).
Collegium Pharmaceutical, Inc. is a specialty pharmaceutical firm focused on developing and commercializing innovative, abuse-deterrent pain management therapies. Operating primarily in the U.S. market, it offers extended-release analgesics for chronic pain patients, serving providers across primary and specialty care segments.
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
COLL vs ESE — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $205.4M | $289.7M |
| Net Profit | $17.0M | $28.7M |
| Gross Margin | 62.5% | 41.4% |
| Operating Margin | 29.6% | 13.2% |
| Net Margin | 8.3% | 9.9% |
| Revenue YoY | 12.9% | 17.3% |
| Net Profit YoY | 35.3% | 22.2% |
| EPS (diluted) | $0.48 | $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 | $205.4M | $289.7M | ||
| Q3 25 | $209.4M | $286.5M | ||
| Q2 25 | $188.0M | $296.3M | ||
| Q1 25 | $177.8M | $265.5M | ||
| Q4 24 | $181.9M | $247.0M | ||
| Q3 24 | $159.3M | $298.5M | ||
| Q2 24 | $145.3M | $260.8M | ||
| Q1 24 | $144.9M | $249.1M |
| Q4 25 | $17.0M | $28.7M | ||
| Q3 25 | $31.5M | $218.7M | ||
| Q2 25 | $12.0M | $26.1M | ||
| Q1 25 | $2.4M | $31.0M | ||
| Q4 24 | $12.5M | $23.5M | ||
| Q3 24 | $9.3M | $34.3M | ||
| Q2 24 | $19.6M | $29.2M | ||
| Q1 24 | $27.7M | $23.2M |
| Q4 25 | 62.5% | 41.4% | ||
| Q3 25 | 61.7% | 45.9% | ||
| Q2 25 | 57.7% | 41.2% | ||
| Q1 25 | 54.8% | 41.1% | ||
| Q4 24 | 54.0% | 39.8% | ||
| Q3 24 | 60.8% | 40.1% | ||
| Q2 24 | 62.5% | 39.6% | ||
| Q1 24 | 63.1% | 38.8% |
| Q4 25 | 29.6% | 13.2% | ||
| Q3 25 | 29.7% | 17.2% | ||
| Q2 25 | 18.7% | 11.2% | ||
| Q1 25 | 12.2% | 15.3% | ||
| Q4 24 | 20.9% | 11.4% | ||
| Q3 24 | 21.9% | 14.8% | ||
| Q2 24 | 32.7% | 14.3% | ||
| Q1 24 | 34.1% | 11.7% |
| Q4 25 | 8.3% | 9.9% | ||
| Q3 25 | 15.0% | 76.3% | ||
| Q2 25 | 6.4% | 8.8% | ||
| Q1 25 | 1.4% | 11.7% | ||
| Q4 24 | 6.9% | 9.5% | ||
| Q3 24 | 5.9% | 11.5% | ||
| Q2 24 | 13.5% | 11.2% | ||
| Q1 24 | 19.1% | 9.3% |
| Q4 25 | $0.48 | $1.11 | ||
| Q3 25 | $0.84 | $8.43 | ||
| Q2 25 | $0.34 | $1.01 | ||
| Q1 25 | $0.07 | $1.20 | ||
| Q4 24 | $0.36 | $0.91 | ||
| Q3 24 | $0.27 | $1.32 | ||
| Q2 24 | $0.52 | $1.13 | ||
| Q1 24 | $0.71 | $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 | $386.7M | $103.8M |
| Total DebtLower is stronger | — | $145.5M |
| Stockholders' EquityBook value | $301.7M | $1.6B |
| Total Assets | $1.7B | $2.4B |
| Debt / EquityLower = less leverage | — | 0.09× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $386.7M | $103.8M | ||
| Q3 25 | $285.9M | $101.3M | ||
| Q2 25 | $222.2M | $78.7M | ||
| Q1 25 | $197.8M | $57.4M | ||
| Q4 24 | $162.8M | $71.3M | ||
| Q3 24 | $120.0M | $66.0M | ||
| Q2 24 | $271.6M | $63.0M | ||
| Q1 24 | $318.0M | $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 | $301.7M | $1.6B | ||
| Q3 25 | $274.8M | $1.5B | ||
| Q2 25 | $232.2M | $1.3B | ||
| Q1 25 | $234.4M | $1.3B | ||
| Q4 24 | $228.8M | $1.2B | ||
| Q3 24 | $234.3M | $1.2B | ||
| Q2 24 | $216.6M | $1.2B | ||
| Q1 24 | $222.2M | $1.2B |
| Q4 25 | $1.7B | $2.4B | ||
| Q3 25 | $1.6B | $2.4B | ||
| Q2 25 | $1.6B | $2.5B | ||
| Q1 25 | $1.6B | $1.8B | ||
| Q4 24 | $1.7B | $1.8B | ||
| Q3 24 | $1.6B | $1.8B | ||
| Q2 24 | $1.1B | $1.8B | ||
| Q1 24 | $1.1B | $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 | $123.0M | $68.9M |
| Free Cash FlowOCF − Capex | $122.4M | $63.0M |
| FCF MarginFCF / Revenue | 59.6% | 21.7% |
| Capex IntensityCapex / Revenue | 0.3% | 2.0% |
| Cash ConversionOCF / Net Profit | 7.25× | 2.40× |
| TTM Free Cash FlowTrailing 4 quarters | $327.6M | $239.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $123.0M | $68.9M | ||
| Q3 25 | $78.4M | $109.9M | ||
| Q2 25 | $72.4M | $73.7M | ||
| Q1 25 | $55.4M | $24.1M | ||
| Q4 24 | $84.6M | $34.2M | ||
| Q3 24 | $-9.0M | $72.1M | ||
| Q2 24 | $67.4M | $36.2M | ||
| Q1 24 | $61.9M | $10.5M |
| Q4 25 | $122.4M | $63.0M | ||
| Q3 25 | $78.3M | $97.8M | ||
| Q2 25 | $72.4M | $64.9M | ||
| Q1 25 | $54.6M | $14.0M | ||
| Q4 24 | $84.1M | $29.0M | ||
| Q3 24 | $-9.2M | $60.9M | ||
| Q2 24 | $67.1M | $27.6M | ||
| Q1 24 | $61.4M | $2.0M |
| Q4 25 | 59.6% | 21.7% | ||
| Q3 25 | 37.4% | 34.1% | ||
| Q2 25 | 38.5% | 21.9% | ||
| Q1 25 | 30.7% | 5.3% | ||
| Q4 24 | 46.2% | 11.7% | ||
| Q3 24 | -5.8% | 20.4% | ||
| Q2 24 | 46.2% | 10.6% | ||
| Q1 24 | 42.3% | 0.8% |
| Q4 25 | 0.3% | 2.0% | ||
| Q3 25 | 0.1% | 4.2% | ||
| Q2 25 | 0.0% | 3.0% | ||
| Q1 25 | 0.4% | 3.8% | ||
| Q4 24 | 0.3% | 2.1% | ||
| Q3 24 | 0.2% | 3.8% | ||
| Q2 24 | 0.2% | 3.3% | ||
| Q1 24 | 0.4% | 3.4% |
| Q4 25 | 7.25× | 2.40× | ||
| Q3 25 | 2.49× | 0.50× | ||
| Q2 25 | 6.05× | 2.83× | ||
| Q1 25 | 22.92× | 0.78× | ||
| Q4 24 | 6.75× | 1.46× | ||
| Q3 24 | -0.96× | 2.10× | ||
| Q2 24 | 3.44× | 1.24× | ||
| Q1 24 | 2.23× | 0.45× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
COLL
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% |
