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Side-by-side financial comparison of Criteo S.A. (CRTO) and ESCO TECHNOLOGIES INC (ESE). Click either name above to swap in a different company.
Criteo S.A. is the larger business by last-quarter revenue ($482.7M vs $289.7M, roughly 1.7× ESCO TECHNOLOGIES INC). ESCO TECHNOLOGIES INC runs the higher net margin — 9.9% vs 4.4%, a 5.5% gap on every dollar of revenue. On growth, ESCO TECHNOLOGIES INC posted the faster year-over-year revenue change (17.3% vs 2.4%). ESCO TECHNOLOGIES INC produced more free cash flow last quarter ($63.0M vs $-36.6M). Over the past eight quarters, ESCO TECHNOLOGIES INC's revenue compounded faster (7.8% CAGR vs 1.4%).
Criteo S.A. is an advertising company that provides online display advertisements. The company was founded and is headquartered in Paris, France.
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
CRTO vs ESE — Head-to-Head
Income Statement — Q2 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $482.7M | $289.7M |
| Net Profit | $21.3M | $28.7M |
| Gross Margin | 53.6% | 41.4% |
| Operating Margin | 6.3% | 13.2% |
| Net Margin | 4.4% | 9.9% |
| Revenue YoY | 2.4% | 17.3% |
| Net Profit YoY | -21.3% | 22.2% |
| EPS (diluted) | $0.39 | $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 | — | $289.7M | ||
| Q3 25 | — | $286.5M | ||
| Q2 25 | $482.7M | $296.3M | ||
| Q1 25 | $451.4M | $265.5M | ||
| Q4 24 | $553.0M | $247.0M | ||
| Q3 24 | $458.9M | $298.5M | ||
| Q2 24 | $471.3M | $260.8M | ||
| Q1 24 | $450.1M | $249.1M |
| Q4 25 | — | $28.7M | ||
| Q3 25 | — | $218.7M | ||
| Q2 25 | $21.3M | $26.1M | ||
| Q1 25 | $37.9M | $31.0M | ||
| Q4 24 | $71.1M | $23.5M | ||
| Q3 24 | $6.2M | $34.3M | ||
| Q2 24 | $27.0M | $29.2M | ||
| Q1 24 | $7.2M | $23.2M |
| Q4 25 | — | 41.4% | ||
| Q3 25 | — | 45.9% | ||
| Q2 25 | 53.6% | 41.2% | ||
| Q1 25 | 52.5% | 41.1% | ||
| Q4 24 | 54.4% | 39.8% | ||
| Q3 24 | 50.5% | 40.1% | ||
| Q2 24 | 49.4% | 39.6% | ||
| Q1 24 | 48.3% | 38.8% |
| Q4 25 | — | 13.2% | ||
| Q3 25 | — | 17.2% | ||
| Q2 25 | 6.3% | 11.2% | ||
| Q1 25 | 10.7% | 15.3% | ||
| Q4 24 | 17.1% | 11.4% | ||
| Q3 24 | 2.1% | 14.8% | ||
| Q2 24 | 7.8% | 14.3% | ||
| Q1 24 | 2.3% | 11.7% |
| Q4 25 | — | 9.9% | ||
| Q3 25 | — | 76.3% | ||
| Q2 25 | 4.4% | 8.8% | ||
| Q1 25 | 8.4% | 11.7% | ||
| Q4 24 | 12.9% | 9.5% | ||
| Q3 24 | 1.4% | 11.5% | ||
| Q2 24 | 5.7% | 11.2% | ||
| Q1 24 | 1.6% | 9.3% |
| Q4 25 | — | $1.11 | ||
| Q3 25 | — | $8.43 | ||
| Q2 25 | $0.39 | $1.01 | ||
| Q1 25 | $0.66 | $1.20 | ||
| Q4 24 | $1.21 | $0.91 | ||
| Q3 24 | $0.11 | $1.32 | ||
| Q2 24 | $0.46 | $1.13 | ||
| Q1 24 | $0.12 | $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 | $223.6M | $103.8M |
| Total DebtLower is stronger | — | $145.5M |
| Stockholders' EquityBook value | $1.1B | $1.6B |
| Total Assets | $2.1B | $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 | $223.6M | $78.7M | ||
| Q1 25 | $313.2M | $57.4M | ||
| Q4 24 | $316.9M | $71.3M | ||
| Q3 24 | $231.8M | $66.0M | ||
| Q2 24 | $233.2M | $63.0M | ||
| Q1 24 | $278.1M | $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 | — | $1.6B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | $1.1B | $1.3B | ||
| Q4 24 | $1.0B | $1.2B | ||
| Q3 24 | $1.1B | $1.2B | ||
| Q2 24 | $1.0B | $1.2B | ||
| Q1 24 | $1.0B | $1.2B |
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | $2.1B | $2.5B | ||
| Q1 25 | $2.1B | $1.8B | ||
| Q4 24 | $2.3B | $1.8B | ||
| Q3 24 | $2.2B | $1.8B | ||
| Q2 24 | $2.2B | $1.8B | ||
| Q1 24 | $2.2B | $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 | $-1.4M | $68.9M |
| Free Cash FlowOCF − Capex | $-36.6M | $63.0M |
| FCF MarginFCF / Revenue | -7.6% | 21.7% |
| Capex IntensityCapex / Revenue | 7.3% | 2.0% |
| Cash ConversionOCF / Net Profit | -0.07× | 2.40× |
| TTM Free Cash FlowTrailing 4 quarters | — | $239.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $68.9M | ||
| Q3 25 | — | $109.9M | ||
| Q2 25 | $-1.4M | $73.7M | ||
| Q1 25 | $62.3M | $24.1M | ||
| Q4 24 | $169.5M | $34.2M | ||
| Q3 24 | $57.5M | $72.1M | ||
| Q2 24 | $17.2M | $36.2M | ||
| Q1 24 | $14.0M | $10.5M |
| Q4 25 | — | $63.0M | ||
| Q3 25 | — | $97.8M | ||
| Q2 25 | $-36.6M | $64.9M | ||
| Q1 25 | $45.3M | $14.0M | ||
| Q4 24 | — | $29.0M | ||
| Q3 24 | — | $60.9M | ||
| Q2 24 | $-4.0M | $27.6M | ||
| Q1 24 | $173.0K | $2.0M |
| Q4 25 | — | 21.7% | ||
| Q3 25 | — | 34.1% | ||
| Q2 25 | -7.6% | 21.9% | ||
| Q1 25 | 10.0% | 5.3% | ||
| Q4 24 | — | 11.7% | ||
| Q3 24 | — | 20.4% | ||
| Q2 24 | -0.9% | 10.6% | ||
| Q1 24 | 0.0% | 0.8% |
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 4.2% | ||
| Q2 25 | 7.3% | 3.0% | ||
| Q1 25 | 3.8% | 3.8% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 3.8% | ||
| Q2 24 | 4.5% | 3.3% | ||
| Q1 24 | 3.1% | 3.4% |
| Q4 25 | — | 2.40× | ||
| Q3 25 | — | 0.50× | ||
| Q2 25 | -0.07× | 2.83× | ||
| Q1 25 | 1.64× | 0.78× | ||
| Q4 24 | 2.38× | 1.46× | ||
| Q3 24 | 9.21× | 2.10× | ||
| Q2 24 | 0.64× | 1.24× | ||
| Q1 24 | 1.93× | 0.45× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CRTO
| Commerce Growth | $393.9M | 82% |
| Retail Media | $60.9M | 13% |
| Other | $27.9M | 6% |
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% |
