vs
Side-by-side financial comparison of COMMVAULT SYSTEMS INC (CVLT) and ESCO TECHNOLOGIES INC (ESE). Click either name above to swap in a different company.
COMMVAULT SYSTEMS INC is the larger business by last-quarter revenue ($313.8M vs $289.7M, roughly 1.1× ESCO TECHNOLOGIES INC). ESCO TECHNOLOGIES INC runs the higher net margin — 9.9% vs 5.7%, a 4.2% gap on every dollar of revenue. On growth, COMMVAULT SYSTEMS INC posted the faster year-over-year revenue change (19.5% vs 17.3%). ESCO TECHNOLOGIES INC produced more free cash flow last quarter ($63.0M vs $1.9M). Over the past eight quarters, COMMVAULT SYSTEMS INC's revenue compounded faster (18.6% CAGR vs 7.8%).
Commvault Systems, Inc. is an American publicly traded cybersecurity and data protection software company. Commvault's services are used for data security, as well as cloud and infrastructure management.
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
CVLT vs ESE — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $313.8M | $289.7M |
| Net Profit | $17.8M | $28.7M |
| Gross Margin | 81.1% | 41.4% |
| Operating Margin | 6.3% | 13.2% |
| Net Margin | 5.7% | 9.9% |
| Revenue YoY | 19.5% | 17.3% |
| Net Profit YoY | 61.3% | 22.2% |
| EPS (diluted) | $0.40 | $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 | $313.8M | $289.7M | ||
| Q3 25 | $276.2M | $286.5M | ||
| Q2 25 | $282.0M | $296.3M | ||
| Q1 25 | $275.0M | $265.5M | ||
| Q4 24 | $262.6M | $247.0M | ||
| Q3 24 | $233.3M | $298.5M | ||
| Q2 24 | $224.7M | $260.8M | ||
| Q1 24 | $223.3M | $249.1M |
| Q4 25 | $17.8M | $28.7M | ||
| Q3 25 | $14.7M | $218.7M | ||
| Q2 25 | $23.5M | $26.1M | ||
| Q1 25 | $31.0M | $31.0M | ||
| Q4 24 | $11.0M | $23.5M | ||
| Q3 24 | $15.6M | $34.3M | ||
| Q2 24 | $18.5M | $29.2M | ||
| Q1 24 | $126.1M | $23.2M |
| Q4 25 | 81.1% | 41.4% | ||
| Q3 25 | 80.1% | 45.9% | ||
| Q2 25 | 82.0% | 41.2% | ||
| Q1 25 | 82.6% | 41.1% | ||
| Q4 24 | 81.5% | 39.8% | ||
| Q3 24 | 81.6% | 40.1% | ||
| Q2 24 | 82.3% | 39.6% | ||
| Q1 24 | 82.5% | 38.8% |
| Q4 25 | 6.3% | 13.2% | ||
| Q3 25 | 4.5% | 17.2% | ||
| Q2 25 | 8.9% | 11.2% | ||
| Q1 25 | 9.7% | 15.3% | ||
| Q4 24 | 5.2% | 11.4% | ||
| Q3 24 | 6.4% | 14.8% | ||
| Q2 24 | 8.2% | 14.3% | ||
| Q1 24 | 8.1% | 11.7% |
| Q4 25 | 5.7% | 9.9% | ||
| Q3 25 | 5.3% | 76.3% | ||
| Q2 25 | 8.3% | 8.8% | ||
| Q1 25 | 11.3% | 11.7% | ||
| Q4 24 | 4.2% | 9.5% | ||
| Q3 24 | 6.7% | 11.5% | ||
| Q2 24 | 8.2% | 11.2% | ||
| Q1 24 | 56.5% | 9.3% |
| Q4 25 | $0.40 | $1.11 | ||
| Q3 25 | $0.33 | $8.43 | ||
| Q2 25 | $0.52 | $1.01 | ||
| Q1 25 | $0.68 | $1.20 | ||
| Q4 24 | $0.24 | $0.91 | ||
| Q3 24 | $0.35 | $1.32 | ||
| Q2 24 | $0.41 | $1.13 | ||
| Q1 24 | $2.80 | $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 | $1.0B | $103.8M |
| Total DebtLower is stronger | — | $145.5M |
| Stockholders' EquityBook value | $216.7M | $1.6B |
| Total Assets | $2.0B | $2.4B |
| Debt / EquityLower = less leverage | — | 0.09× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.0B | $103.8M | ||
| Q3 25 | $1.1B | $101.3M | ||
| Q2 25 | $363.2M | $78.7M | ||
| Q1 25 | $302.1M | $57.4M | ||
| Q4 24 | $243.6M | $71.3M | ||
| Q3 24 | $303.1M | $66.0M | ||
| Q2 24 | $287.9M | $63.0M | ||
| Q1 24 | $312.8M | $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 | $216.7M | $1.6B | ||
| Q3 25 | $210.5M | $1.5B | ||
| Q2 25 | $364.7M | $1.3B | ||
| Q1 25 | $325.1M | $1.3B | ||
| Q4 24 | $287.8M | $1.2B | ||
| Q3 24 | $277.8M | $1.2B | ||
| Q2 24 | $281.8M | $1.2B | ||
| Q1 24 | $278.1M | $1.2B |
| Q4 25 | $2.0B | $2.4B | ||
| Q3 25 | $1.9B | $2.4B | ||
| Q2 25 | $1.2B | $2.5B | ||
| Q1 25 | $1.1B | $1.8B | ||
| Q4 24 | $1.0B | $1.8B | ||
| Q3 24 | $958.5M | $1.8B | ||
| Q2 24 | $934.9M | $1.8B | ||
| Q1 24 | $943.9M | $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 | $4.0M | $68.9M |
| Free Cash FlowOCF − Capex | $1.9M | $63.0M |
| FCF MarginFCF / Revenue | 0.6% | 21.7% |
| Capex IntensityCapex / Revenue | 0.7% | 2.0% |
| Cash ConversionOCF / Net Profit | 0.23× | 2.40× |
| TTM Free Cash FlowTrailing 4 quarters | $181.5M | $239.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.0M | $68.9M | ||
| Q3 25 | $76.8M | $109.9M | ||
| Q2 25 | $31.7M | $73.7M | ||
| Q1 25 | $77.0M | $24.1M | ||
| Q4 24 | $30.1M | $34.2M | ||
| Q3 24 | $55.6M | $72.1M | ||
| Q2 24 | $44.7M | $36.2M | ||
| Q1 24 | $80.0M | $10.5M |
| Q4 25 | $1.9M | $63.0M | ||
| Q3 25 | $73.6M | $97.8M | ||
| Q2 25 | $29.8M | $64.9M | ||
| Q1 25 | $76.2M | $14.0M | ||
| Q4 24 | $29.9M | $29.0M | ||
| Q3 24 | $53.7M | $60.9M | ||
| Q2 24 | $43.8M | $27.6M | ||
| Q1 24 | $79.1M | $2.0M |
| Q4 25 | 0.6% | 21.7% | ||
| Q3 25 | 26.6% | 34.1% | ||
| Q2 25 | 10.6% | 21.9% | ||
| Q1 25 | 27.7% | 5.3% | ||
| Q4 24 | 11.4% | 11.7% | ||
| Q3 24 | 23.0% | 20.4% | ||
| Q2 24 | 19.5% | 10.6% | ||
| Q1 24 | 35.4% | 0.8% |
| Q4 25 | 0.7% | 2.0% | ||
| Q3 25 | 1.2% | 4.2% | ||
| Q2 25 | 0.7% | 3.0% | ||
| Q1 25 | 0.3% | 3.8% | ||
| Q4 24 | 0.1% | 2.1% | ||
| Q3 24 | 0.8% | 3.8% | ||
| Q2 24 | 0.4% | 3.3% | ||
| Q1 24 | 0.4% | 3.4% |
| Q4 25 | 0.23× | 2.40× | ||
| Q3 25 | 5.21× | 0.50× | ||
| Q2 25 | 1.35× | 2.83× | ||
| Q1 25 | 2.48× | 0.78× | ||
| Q4 24 | 2.74× | 1.46× | ||
| Q3 24 | 3.57× | 2.10× | ||
| Q2 24 | 2.41× | 1.24× | ||
| Q1 24 | 0.63× | 0.45× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CVLT
| Term Based Software Licenses | $119.0M | 38% |
| Software As A Service | $87.4M | 28% |
| Customer Support Service | $80.3M | 26% |
| Perpetual License | $13.7M | 4% |
| Other | $13.6M | 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% |
