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Side-by-side financial comparison of DELUXE CORP (DLX) and ESCO TECHNOLOGIES INC (ESE). Click either name above to swap in a different company.
DELUXE CORP is the larger business by last-quarter revenue ($535.2M vs $289.7M, roughly 1.8× ESCO TECHNOLOGIES INC). ESCO TECHNOLOGIES INC runs the higher net margin — 9.9% vs 2.2%, a 7.7% gap on every dollar of revenue. On growth, ESCO TECHNOLOGIES INC posted the faster year-over-year revenue change (17.3% vs 2.8%). Over the past eight quarters, ESCO TECHNOLOGIES INC's revenue compounded faster (7.8% CAGR vs 0.0%).
Deluxe Corporation is an American company that provides payment processing, data services, checks and promotional products, and merchant services. It operates in four divisions: B2B payments, data, print, and merchant services. As of 2025, the company serves millions of small businesses and thousands of financial institutions, processing more than $2.8 trillion in payments annually. While its legacy business centers on check printing and other printed products, payments and data services now ...
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
DLX vs ESE — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $535.2M | $289.7M |
| Net Profit | $12.0M | $28.7M |
| Gross Margin | 52.2% | 41.4% |
| Operating Margin | 8.9% | 13.2% |
| Net Margin | 2.2% | 9.9% |
| Revenue YoY | 2.8% | 17.3% |
| Net Profit YoY | -5.0% | 22.2% |
| EPS (diluted) | $0.25 | $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 | $535.2M | $289.7M | ||
| Q3 25 | $540.2M | $286.5M | ||
| Q2 25 | $521.3M | $296.3M | ||
| Q1 25 | $536.5M | $265.5M | ||
| Q4 24 | $520.6M | $247.0M | ||
| Q3 24 | $528.4M | $298.5M | ||
| Q2 24 | $537.8M | $260.8M | ||
| Q1 24 | $535.0M | $249.1M |
| Q4 25 | $12.0M | $28.7M | ||
| Q3 25 | $33.7M | $218.7M | ||
| Q2 25 | $22.4M | $26.1M | ||
| Q1 25 | $14.0M | $31.0M | ||
| Q4 24 | $12.6M | $23.5M | ||
| Q3 24 | $8.9M | $34.3M | ||
| Q2 24 | $20.5M | $29.2M | ||
| Q1 24 | $10.8M | $23.2M |
| Q4 25 | 52.2% | 41.4% | ||
| Q3 25 | 53.9% | 45.9% | ||
| Q2 25 | 53.6% | 41.2% | ||
| Q1 25 | 52.4% | 41.1% | ||
| Q4 24 | 52.3% | 39.8% | ||
| Q3 24 | 53.3% | 40.1% | ||
| Q2 24 | 53.7% | 39.6% | ||
| Q1 24 | 53.0% | 38.8% |
| Q4 25 | 8.9% | 13.2% | ||
| Q3 25 | 14.0% | 17.2% | ||
| Q2 25 | 11.7% | 11.2% | ||
| Q1 25 | 9.0% | 15.3% | ||
| Q4 24 | 9.0% | 11.4% | ||
| Q3 24 | 7.9% | 14.8% | ||
| Q2 24 | 11.0% | 14.3% | ||
| Q1 24 | 8.3% | 11.7% |
| Q4 25 | 2.2% | 9.9% | ||
| Q3 25 | 6.2% | 76.3% | ||
| Q2 25 | 4.3% | 8.8% | ||
| Q1 25 | 2.6% | 11.7% | ||
| Q4 24 | 2.4% | 9.5% | ||
| Q3 24 | 1.7% | 11.5% | ||
| Q2 24 | 3.8% | 11.2% | ||
| Q1 24 | 2.0% | 9.3% |
| Q4 25 | $0.25 | $1.11 | ||
| Q3 25 | $0.74 | $8.43 | ||
| Q2 25 | $0.50 | $1.01 | ||
| Q1 25 | $0.31 | $1.20 | ||
| Q4 24 | $0.28 | $0.91 | ||
| Q3 24 | $0.20 | $1.32 | ||
| Q2 24 | $0.46 | $1.13 | ||
| Q1 24 | $0.24 | $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 | $36.9M | $103.8M |
| Total DebtLower is stronger | — | $145.5M |
| Stockholders' EquityBook value | $680.7M | $1.6B |
| Total Assets | $2.9B | $2.4B |
| Debt / EquityLower = less leverage | — | 0.09× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $36.9M | $103.8M | ||
| Q3 25 | $25.8M | $101.3M | ||
| Q2 25 | $26.0M | $78.7M | ||
| Q1 25 | $30.3M | $57.4M | ||
| Q4 24 | $34.4M | $71.3M | ||
| Q3 24 | $41.3M | $66.0M | ||
| Q2 24 | $23.1M | $63.0M | ||
| Q1 24 | $23.5M | $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 | $680.7M | $1.6B | ||
| Q3 25 | $664.1M | $1.5B | ||
| Q2 25 | $638.7M | $1.3B | ||
| Q1 25 | $622.5M | $1.3B | ||
| Q4 24 | $620.9M | $1.2B | ||
| Q3 24 | $612.7M | $1.2B | ||
| Q2 24 | $620.5M | $1.2B | ||
| Q1 24 | $608.4M | $1.2B |
| Q4 25 | $2.9B | $2.4B | ||
| Q3 25 | $2.6B | $2.4B | ||
| Q2 25 | $2.5B | $2.5B | ||
| Q1 25 | $2.6B | $1.8B | ||
| Q4 24 | $2.8B | $1.8B | ||
| Q3 24 | $2.6B | $1.8B | ||
| Q2 24 | $2.7B | $1.8B | ||
| Q1 24 | $2.7B | $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 | $102.1M | $68.9M |
| Free Cash FlowOCF − Capex | — | $63.0M |
| FCF MarginFCF / Revenue | — | 21.7% |
| Capex IntensityCapex / Revenue | — | 2.0% |
| Cash ConversionOCF / Net Profit | 8.53× | 2.40× |
| TTM Free Cash FlowTrailing 4 quarters | — | $239.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $102.1M | $68.9M | ||
| Q3 25 | $67.1M | $109.9M | ||
| Q2 25 | $51.1M | $73.7M | ||
| Q1 25 | $50.3M | $24.1M | ||
| Q4 24 | $60.2M | $34.2M | ||
| Q3 24 | $67.9M | $72.1M | ||
| Q2 24 | $39.6M | $36.2M | ||
| Q1 24 | $26.6M | $10.5M |
| Q4 25 | — | $63.0M | ||
| Q3 25 | — | $97.8M | ||
| Q2 25 | $27.8M | $64.9M | ||
| Q1 25 | $24.3M | $14.0M | ||
| Q4 24 | — | $29.0M | ||
| Q3 24 | $46.7M | $60.9M | ||
| Q2 24 | $11.4M | $27.6M | ||
| Q1 24 | $6.1M | $2.0M |
| Q4 25 | — | 21.7% | ||
| Q3 25 | — | 34.1% | ||
| Q2 25 | 5.3% | 21.9% | ||
| Q1 25 | 4.5% | 5.3% | ||
| Q4 24 | — | 11.7% | ||
| Q3 24 | 8.8% | 20.4% | ||
| Q2 24 | 2.1% | 10.6% | ||
| Q1 24 | 1.1% | 0.8% |
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 4.2% | ||
| Q2 25 | 4.5% | 3.0% | ||
| Q1 25 | 4.8% | 3.8% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | 4.0% | 3.8% | ||
| Q2 24 | 5.2% | 3.3% | ||
| Q1 24 | 3.8% | 3.4% |
| Q4 25 | 8.53× | 2.40× | ||
| Q3 25 | 1.99× | 0.50× | ||
| Q2 25 | 2.28× | 2.83× | ||
| Q1 25 | 3.59× | 0.78× | ||
| Q4 24 | 4.77× | 1.46× | ||
| Q3 24 | 7.60× | 2.10× | ||
| Q2 24 | 1.94× | 1.24× | ||
| Q1 24 | 2.46× | 0.45× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DLX
| Services | $247.9M | 46% |
| B2B Payments | $76.3M | 14% |
| Datadrivenmarketingsolutions | $68.5M | 13% |
| Promotional Solutions Revenue | $60.9M | 11% |
| Treasurymanagementsolutions | $59.8M | 11% |
| Other | $17.3M | 3% |
| Other Web Based Solutions | $4.6M | 1% |
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% |
