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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) 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 $233.0M, roughly 1.2× CSW INDUSTRIALS, 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, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs 17.3%). ESCO TECHNOLOGIES INC produced more free cash flow last quarter ($63.0M vs $22.7M). Over the past eight quarters, ESCO TECHNOLOGIES INC's revenue compounded faster (7.8% CAGR vs 5.1%).
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
CSW vs ESE — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $289.7M |
| Net Profit | $10.3M | $28.7M |
| Gross Margin | 39.7% | 41.4% |
| Operating Margin | 7.4% | 13.2% |
| Net Margin | 4.4% | 9.9% |
| Revenue YoY | 20.3% | 17.3% |
| Net Profit YoY | -61.9% | 22.2% |
| EPS (diluted) | $0.62 | $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 | $233.0M | $289.7M | ||
| Q3 25 | $277.0M | $286.5M | ||
| Q2 25 | $263.6M | $296.3M | ||
| Q1 25 | $230.5M | $265.5M | ||
| Q4 24 | $193.6M | $247.0M | ||
| Q3 24 | $227.9M | $298.5M | ||
| Q2 24 | $226.2M | $260.8M | ||
| Q1 24 | $210.9M | $249.1M |
| Q4 25 | $10.3M | $28.7M | ||
| Q3 25 | $40.7M | $218.7M | ||
| Q2 25 | $40.9M | $26.1M | ||
| Q1 25 | $35.1M | $31.0M | ||
| Q4 24 | $26.9M | $23.5M | ||
| Q3 24 | $36.1M | $34.3M | ||
| Q2 24 | $38.6M | $29.2M | ||
| Q1 24 | $31.8M | $23.2M |
| Q4 25 | 39.7% | 41.4% | ||
| Q3 25 | 43.0% | 45.9% | ||
| Q2 25 | 43.8% | 41.2% | ||
| Q1 25 | 44.2% | 41.1% | ||
| Q4 24 | 41.4% | 39.8% | ||
| Q3 24 | 45.6% | 40.1% | ||
| Q2 24 | 47.5% | 39.6% | ||
| Q1 24 | 44.4% | 38.8% |
| Q4 25 | 7.4% | 13.2% | ||
| Q3 25 | 20.5% | 17.2% | ||
| Q2 25 | 20.8% | 11.2% | ||
| Q1 25 | 19.5% | 15.3% | ||
| Q4 24 | 15.3% | 11.4% | ||
| Q3 24 | 22.6% | 14.8% | ||
| Q2 24 | 24.3% | 14.3% | ||
| Q1 24 | 21.0% | 11.7% |
| Q4 25 | 4.4% | 9.9% | ||
| Q3 25 | 14.7% | 76.3% | ||
| Q2 25 | 15.5% | 8.8% | ||
| Q1 25 | 15.2% | 11.7% | ||
| Q4 24 | 13.9% | 9.5% | ||
| Q3 24 | 15.8% | 11.5% | ||
| Q2 24 | 17.1% | 11.2% | ||
| Q1 24 | 15.1% | 9.3% |
| Q4 25 | $0.62 | $1.11 | ||
| Q3 25 | $2.41 | $8.43 | ||
| Q2 25 | $2.43 | $1.01 | ||
| Q1 25 | $2.05 | $1.20 | ||
| Q4 24 | $1.60 | $0.91 | ||
| Q3 24 | $2.26 | $1.32 | ||
| Q2 24 | $2.47 | $1.13 | ||
| Q1 24 | $2.03 | $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 | $40.2M | $103.8M |
| Total DebtLower is stronger | — | $145.5M |
| Stockholders' EquityBook value | $1.1B | $1.6B |
| Total Assets | $2.3B | $2.4B |
| Debt / EquityLower = less leverage | — | 0.09× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.2M | $103.8M | ||
| Q3 25 | $31.5M | $101.3M | ||
| Q2 25 | $38.0M | $78.7M | ||
| Q1 25 | $225.8M | $57.4M | ||
| Q4 24 | $213.8M | $71.3M | ||
| Q3 24 | $273.2M | $66.0M | ||
| Q2 24 | $18.9M | $63.0M | ||
| Q1 24 | $22.2M | $59.4M |
| Q4 25 | — | $145.5M | ||
| Q3 25 | — | $186.0M | ||
| Q2 25 | — | $525.0M | ||
| Q1 25 | $800.1M | $88.0M | ||
| Q4 24 | — | $112.0M | ||
| Q3 24 | — | $122.0M | ||
| Q2 24 | — | $173.0M | ||
| Q1 24 | $166.0M | $191.0M |
| Q4 25 | $1.1B | $1.6B | ||
| Q3 25 | $1.1B | $1.5B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | $1.1B | $1.3B | ||
| Q4 24 | $1.0B | $1.2B | ||
| Q3 24 | $1.0B | $1.2B | ||
| Q2 24 | $650.2M | $1.2B | ||
| Q1 24 | $615.7M | $1.2B |
| Q4 25 | $2.3B | $2.4B | ||
| Q3 25 | $1.5B | $2.4B | ||
| Q2 25 | $1.5B | $2.5B | ||
| Q1 25 | $1.4B | $1.8B | ||
| Q4 24 | $1.4B | $1.8B | ||
| Q3 24 | $1.4B | $1.8B | ||
| Q2 24 | $1.1B | $1.8B | ||
| Q1 24 | $1.0B | $1.8B |
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.40× | ||
| Q1 25 | 0.75× | 0.07× | ||
| Q4 24 | — | 0.09× | ||
| Q3 24 | — | 0.10× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | 0.27× | 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 | $28.9M | $68.9M |
| Free Cash FlowOCF − Capex | $22.7M | $63.0M |
| FCF MarginFCF / Revenue | 9.8% | 21.7% |
| Capex IntensityCapex / Revenue | 2.6% | 2.0% |
| Cash ConversionOCF / Net Profit | 2.81× | 2.40× |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | $239.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | $68.9M | ||
| Q3 25 | $61.8M | $109.9M | ||
| Q2 25 | $60.6M | $73.7M | ||
| Q1 25 | $27.3M | $24.1M | ||
| Q4 24 | $11.6M | $34.2M | ||
| Q3 24 | $66.8M | $72.1M | ||
| Q2 24 | $62.7M | $36.2M | ||
| Q1 24 | $22.4M | $10.5M |
| Q4 25 | $22.7M | $63.0M | ||
| Q3 25 | $58.7M | $97.8M | ||
| Q2 25 | $57.7M | $64.9M | ||
| Q1 25 | $22.8M | $14.0M | ||
| Q4 24 | $8.5M | $29.0M | ||
| Q3 24 | $61.3M | $60.9M | ||
| Q2 24 | $59.6M | $27.6M | ||
| Q1 24 | $17.5M | $2.0M |
| Q4 25 | 9.8% | 21.7% | ||
| Q3 25 | 21.2% | 34.1% | ||
| Q2 25 | 21.9% | 21.9% | ||
| Q1 25 | 9.9% | 5.3% | ||
| Q4 24 | 4.4% | 11.7% | ||
| Q3 24 | 26.9% | 20.4% | ||
| Q2 24 | 26.3% | 10.6% | ||
| Q1 24 | 8.3% | 0.8% |
| Q4 25 | 2.6% | 2.0% | ||
| Q3 25 | 1.1% | 4.2% | ||
| Q2 25 | 1.1% | 3.0% | ||
| Q1 25 | 2.0% | 3.8% | ||
| Q4 24 | 1.6% | 2.1% | ||
| Q3 24 | 2.4% | 3.8% | ||
| Q2 24 | 1.4% | 3.3% | ||
| Q1 24 | 2.3% | 3.4% |
| Q4 25 | 2.81× | 2.40× | ||
| Q3 25 | 1.52× | 0.50× | ||
| Q2 25 | 1.48× | 2.83× | ||
| Q1 25 | 0.78× | 0.78× | ||
| Q4 24 | 0.43× | 1.46× | ||
| Q3 24 | 1.85× | 2.10× | ||
| Q2 24 | 1.62× | 1.24× | ||
| Q1 24 | 0.71× | 0.45× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
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% |
