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Side-by-side financial comparison of Dolby Laboratories, Inc. (DLB) and ESCO TECHNOLOGIES INC (ESE). Click either name above to swap in a different company.
Dolby Laboratories, Inc. is the larger business by last-quarter revenue ($395.6M vs $289.7M, roughly 1.4× ESCO TECHNOLOGIES INC). Dolby Laboratories, Inc. runs the higher net margin — 24.0% vs 9.9%, a 14.1% gap on every dollar of revenue. On growth, ESCO TECHNOLOGIES INC posted the faster year-over-year revenue change (17.3% vs 7.1%). Over the past eight quarters, Dolby Laboratories, Inc.'s revenue compounded faster (13.9% CAGR vs 7.8%).
Dolby Laboratories, Inc. is an American technology corporation specializing in audio noise reduction, audio encoding/compression, spatial audio, and high-dynamic-range television (HDR) imaging. Dolby licenses its technologies to consumer electronics manufacturers.
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
DLB vs ESE — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $395.6M | $289.7M |
| Net Profit | $94.9M | $28.7M |
| Gross Margin | 88.7% | 41.4% |
| Operating Margin | 28.5% | 13.2% |
| Net Margin | 24.0% | 9.9% |
| Revenue YoY | 7.1% | 17.3% |
| Net Profit YoY | 3.4% | 22.2% |
| EPS (diluted) | $0.99 | $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.
| Q2 26 | $395.6M | — | ||
| Q1 26 | $346.7M | — | ||
| Q4 25 | $346.7M | $289.7M | ||
| Q3 25 | $307.0M | $286.5M | ||
| Q2 25 | $315.5M | $296.3M | ||
| Q1 25 | $369.6M | $265.5M | ||
| Q4 24 | $357.0M | $247.0M | ||
| Q3 24 | $304.8M | $298.5M |
| Q2 26 | $94.9M | — | ||
| Q1 26 | $53.3M | — | ||
| Q4 25 | $53.3M | $28.7M | ||
| Q3 25 | $49.3M | $218.7M | ||
| Q2 25 | $46.1M | $26.1M | ||
| Q1 25 | $91.8M | $31.0M | ||
| Q4 24 | $67.8M | $23.5M | ||
| Q3 24 | $58.6M | $34.3M |
| Q2 26 | 88.7% | — | ||
| Q1 26 | 87.5% | — | ||
| Q4 25 | 87.5% | 41.4% | ||
| Q3 25 | 87.1% | 45.9% | ||
| Q2 25 | 86.1% | 41.2% | ||
| Q1 25 | 90.3% | 41.1% | ||
| Q4 24 | 88.6% | 39.8% | ||
| Q3 24 | 88.8% | 40.1% |
| Q2 26 | 28.5% | — | ||
| Q1 26 | 17.9% | — | ||
| Q4 25 | 17.9% | 13.2% | ||
| Q3 25 | 9.7% | 17.2% | ||
| Q2 25 | 15.1% | 11.2% | ||
| Q1 25 | 29.2% | 15.3% | ||
| Q4 24 | 22.4% | 11.4% | ||
| Q3 24 | 15.2% | 14.8% |
| Q2 26 | 24.0% | — | ||
| Q1 26 | 15.4% | — | ||
| Q4 25 | 15.4% | 9.9% | ||
| Q3 25 | 16.1% | 76.3% | ||
| Q2 25 | 14.6% | 8.8% | ||
| Q1 25 | 24.8% | 11.7% | ||
| Q4 24 | 19.0% | 9.5% | ||
| Q3 24 | 19.2% | 11.5% |
| Q2 26 | $0.99 | — | ||
| Q1 26 | $0.55 | — | ||
| Q4 25 | $0.55 | $1.11 | ||
| Q3 25 | $0.50 | $8.43 | ||
| Q2 25 | $0.48 | $1.01 | ||
| Q1 25 | $0.94 | $1.20 | ||
| Q4 24 | $0.70 | $0.91 | ||
| Q3 24 | $0.59 | $1.32 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $594.7M | $103.8M |
| Total DebtLower is stronger | — | $145.5M |
| Stockholders' EquityBook value | $2.6B | $1.6B |
| Total Assets | $3.2B | $2.4B |
| Debt / EquityLower = less leverage | — | 0.09× |
8-quarter trend — quarters aligned by calendar period.
| Q2 26 | $594.7M | — | ||
| Q1 26 | $644.6M | — | ||
| Q4 25 | $644.6M | $103.8M | ||
| Q3 25 | $702.6M | $101.3M | ||
| Q2 25 | $699.3M | $78.7M | ||
| Q1 25 | $626.6M | $57.4M | ||
| Q4 24 | $520.8M | $71.3M | ||
| Q3 24 | $482.0M | $66.0M |
| Q2 26 | — | — | ||
| 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 26 | $2.6B | — | ||
| Q1 26 | $2.6B | — | ||
| Q4 25 | $2.6B | $1.6B | ||
| Q3 25 | $2.6B | $1.5B | ||
| Q2 25 | $2.6B | $1.3B | ||
| Q1 25 | $2.6B | $1.3B | ||
| Q4 24 | $2.5B | $1.2B | ||
| Q3 24 | $2.5B | $1.2B |
| Q2 26 | $3.2B | — | ||
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $2.4B | ||
| Q3 25 | $3.2B | $2.4B | ||
| Q2 25 | $3.2B | $2.5B | ||
| Q1 25 | $3.2B | $1.8B | ||
| Q4 24 | $3.2B | $1.8B | ||
| Q3 24 | $3.1B | $1.8B |
| Q2 26 | — | — | ||
| 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× |
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 | $147.3M | $68.9M |
| Free Cash FlowOCF − Capex | — | $63.0M |
| FCF MarginFCF / Revenue | — | 21.7% |
| Capex IntensityCapex / Revenue | — | 2.0% |
| Cash ConversionOCF / Net Profit | 1.55× | 2.40× |
| TTM Free Cash FlowTrailing 4 quarters | — | $239.6M |
8-quarter trend — quarters aligned by calendar period.
| Q2 26 | $147.3M | — | ||
| Q1 26 | $54.8M | — | ||
| Q4 25 | $54.8M | $68.9M | ||
| Q3 25 | $472.2M | $109.9M | ||
| Q2 25 | $67.7M | $73.7M | ||
| Q1 25 | $174.9M | $24.1M | ||
| Q4 24 | $106.8M | $34.2M | ||
| Q3 24 | $327.3M | $72.1M |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $50.2M | $63.0M | ||
| Q3 25 | $435.9M | $97.8M | ||
| Q2 25 | $61.3M | $64.9M | ||
| Q1 25 | $168.0M | $14.0M | ||
| Q4 24 | $100.0M | $29.0M | ||
| Q3 24 | $297.2M | $60.9M |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 14.5% | 21.7% | ||
| Q3 25 | 142.0% | 34.1% | ||
| Q2 25 | 19.4% | 21.9% | ||
| Q1 25 | 45.5% | 5.3% | ||
| Q4 24 | 28.0% | 11.7% | ||
| Q3 24 | 97.5% | 20.4% |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 2.0% | ||
| Q3 25 | 11.8% | 4.2% | ||
| Q2 25 | 2.0% | 3.0% | ||
| Q1 25 | 1.9% | 3.8% | ||
| Q4 24 | 1.9% | 2.1% | ||
| Q3 24 | 9.8% | 3.8% |
| Q2 26 | 1.55× | — | ||
| Q1 26 | 1.03× | — | ||
| Q4 25 | 1.03× | 2.40× | ||
| Q3 25 | 9.57× | 0.50× | ||
| Q2 25 | 1.47× | 2.83× | ||
| Q1 25 | 1.91× | 0.78× | ||
| Q4 24 | 1.57× | 1.46× | ||
| Q3 24 | 5.59× | 2.10× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DLB
| Licensing | $372.2M | 94% |
| Products and services | $23.4M | 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% |
