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Side-by-side financial comparison of Dynatrace, Inc. (DT) and ESCO TECHNOLOGIES INC (ESE). Click either name above to swap in a different company.
Dynatrace, Inc. is the larger business by last-quarter revenue ($515.5M vs $289.7M, roughly 1.8× ESCO TECHNOLOGIES INC). ESCO TECHNOLOGIES INC runs the higher net margin — 9.9% vs 7.8%, a 2.1% gap on every dollar of revenue. On growth, Dynatrace, Inc. posted the faster year-over-year revenue change (18.2% vs 17.3%). ESCO TECHNOLOGIES INC produced more free cash flow last quarter ($63.0M vs $27.2M). Over the past eight quarters, Dynatrace, Inc.'s revenue compounded faster (16.3% CAGR vs 7.8%).
Dynatrace, Inc. is an American multinational technology company that provides an AI-powered observability platform. Their software is used to monitor, analyze, and optimize application performance, software development, cyber security practices, IT infrastructure, and user experience.
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
DT vs ESE — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $515.5M | $289.7M |
| Net Profit | $40.1M | $28.7M |
| Gross Margin | 81.4% | 41.4% |
| Operating Margin | 14.1% | 13.2% |
| Net Margin | 7.8% | 9.9% |
| Revenue YoY | 18.2% | 17.3% |
| Net Profit YoY | -88.9% | 22.2% |
| EPS (diluted) | $0.13 | $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 | $515.5M | $289.7M | ||
| Q3 25 | $493.8M | $286.5M | ||
| Q2 25 | $477.3M | $296.3M | ||
| Q1 25 | $445.2M | $265.5M | ||
| Q4 24 | $436.2M | $247.0M | ||
| Q3 24 | $418.1M | $298.5M | ||
| Q2 24 | $399.2M | $260.8M | ||
| Q1 24 | $380.8M | $249.1M |
| Q4 25 | $40.1M | $28.7M | ||
| Q3 25 | $57.2M | $218.7M | ||
| Q2 25 | $48.0M | $26.1M | ||
| Q1 25 | $39.3M | $31.0M | ||
| Q4 24 | $361.8M | $23.5M | ||
| Q3 24 | $44.0M | $34.3M | ||
| Q2 24 | $38.6M | $29.2M | ||
| Q1 24 | $37.9M | $23.2M |
| Q4 25 | 81.4% | 41.4% | ||
| Q3 25 | 81.8% | 45.9% | ||
| Q2 25 | 82.1% | 41.2% | ||
| Q1 25 | 80.9% | 41.1% | ||
| Q4 24 | 81.1% | 39.8% | ||
| Q3 24 | 81.4% | 40.1% | ||
| Q2 24 | 81.3% | 39.6% | ||
| Q1 24 | 81.1% | 38.8% |
| Q4 25 | 14.1% | 13.2% | ||
| Q3 25 | 14.8% | 17.2% | ||
| Q2 25 | 13.1% | 11.2% | ||
| Q1 25 | 9.6% | 15.3% | ||
| Q4 24 | 10.9% | 11.4% | ||
| Q3 24 | 11.2% | 14.8% | ||
| Q2 24 | 10.5% | 14.3% | ||
| Q1 24 | 6.1% | 11.7% |
| Q4 25 | 7.8% | 9.9% | ||
| Q3 25 | 11.6% | 76.3% | ||
| Q2 25 | 10.0% | 8.8% | ||
| Q1 25 | 8.8% | 11.7% | ||
| Q4 24 | 82.9% | 9.5% | ||
| Q3 24 | 10.5% | 11.5% | ||
| Q2 24 | 9.7% | 11.2% | ||
| Q1 24 | 10.0% | 9.3% |
| Q4 25 | $0.13 | $1.11 | ||
| Q3 25 | $0.19 | $8.43 | ||
| Q2 25 | $0.16 | $1.01 | ||
| Q1 25 | $0.12 | $1.20 | ||
| Q4 24 | $1.19 | $0.91 | ||
| Q3 24 | $0.15 | $1.32 | ||
| Q2 24 | $0.13 | $1.13 | ||
| Q1 24 | $0.13 | $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 | $1.2B | $103.8M |
| Total DebtLower is stronger | — | $145.5M |
| Stockholders' EquityBook value | $2.7B | $1.6B |
| Total Assets | $4.1B | $2.4B |
| Debt / EquityLower = less leverage | — | 0.09× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.2B | $103.8M | ||
| Q3 25 | $1.3B | $101.3M | ||
| Q2 25 | $1.3B | $78.7M | ||
| Q1 25 | $1.1B | $57.4M | ||
| Q4 24 | $1.0B | $71.3M | ||
| Q3 24 | $1.0B | $66.0M | ||
| Q2 24 | $1.0B | $63.0M | ||
| Q1 24 | $836.9M | $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 | $2.7B | $1.6B | ||
| Q3 25 | $2.8B | $1.5B | ||
| Q2 25 | $2.7B | $1.3B | ||
| Q1 25 | $2.6B | $1.3B | ||
| Q4 24 | $2.6B | $1.2B | ||
| Q3 24 | $2.1B | $1.2B | ||
| Q2 24 | $2.1B | $1.2B | ||
| Q1 24 | $2.0B | $1.2B |
| Q4 25 | $4.1B | $2.4B | ||
| Q3 25 | $4.1B | $2.4B | ||
| Q2 25 | $4.1B | $2.5B | ||
| Q1 25 | $4.1B | $1.8B | ||
| Q4 24 | $3.7B | $1.8B | ||
| Q3 24 | $3.3B | $1.8B | ||
| Q2 24 | $3.3B | $1.8B | ||
| Q1 24 | $3.4B | $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 | $33.8M | $68.9M |
| Free Cash FlowOCF − Capex | $27.2M | $63.0M |
| FCF MarginFCF / Revenue | 5.3% | 21.7% |
| Capex IntensityCapex / Revenue | 1.3% | 2.0% |
| Cash ConversionOCF / Net Profit | 0.84× | 2.40× |
| TTM Free Cash FlowTrailing 4 quarters | $465.5M | $239.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $33.8M | $68.9M | ||
| Q3 25 | $32.0M | $109.9M | ||
| Q2 25 | $269.7M | $73.7M | ||
| Q1 25 | $162.8M | $24.1M | ||
| Q4 24 | $42.2M | $34.2M | ||
| Q3 24 | $23.6M | $72.1M | ||
| Q2 24 | $230.7M | $36.2M | ||
| Q1 24 | $131.7M | $10.5M |
| Q4 25 | $27.2M | $63.0M | ||
| Q3 25 | $27.8M | $97.8M | ||
| Q2 25 | $262.2M | $64.9M | ||
| Q1 25 | $148.2M | $14.0M | ||
| Q4 24 | $37.6M | $29.0M | ||
| Q3 24 | $20.1M | $60.9M | ||
| Q2 24 | $227.4M | $27.6M | ||
| Q1 24 | $121.9M | $2.0M |
| Q4 25 | 5.3% | 21.7% | ||
| Q3 25 | 5.6% | 34.1% | ||
| Q2 25 | 54.9% | 21.9% | ||
| Q1 25 | 33.3% | 5.3% | ||
| Q4 24 | 8.6% | 11.7% | ||
| Q3 24 | 4.8% | 20.4% | ||
| Q2 24 | 57.0% | 10.6% | ||
| Q1 24 | 32.0% | 0.8% |
| Q4 25 | 1.3% | 2.0% | ||
| Q3 25 | 0.8% | 4.2% | ||
| Q2 25 | 1.6% | 3.0% | ||
| Q1 25 | 3.3% | 3.8% | ||
| Q4 24 | 1.1% | 2.1% | ||
| Q3 24 | 0.8% | 3.8% | ||
| Q2 24 | 0.8% | 3.3% | ||
| Q1 24 | 2.6% | 3.4% |
| Q4 25 | 0.84× | 2.40× | ||
| Q3 25 | 0.56× | 0.50× | ||
| Q2 25 | 5.62× | 2.83× | ||
| Q1 25 | 4.14× | 0.78× | ||
| Q4 24 | 0.12× | 1.46× | ||
| Q3 24 | 0.54× | 2.10× | ||
| Q2 24 | 5.97× | 1.24× | ||
| Q1 24 | 3.47× | 0.45× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DT
| Subscription And Circulation | $493.4M | 96% |
| Services | $22.1M | 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% |
