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Side-by-side financial comparison of Enhabit, Inc. (EHAB) 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 $270.4M, roughly 1.1× Enhabit, Inc.). ESCO TECHNOLOGIES INC runs the higher net margin — 9.9% vs -14.3%, a 24.2% gap on every dollar of revenue. On growth, ESCO TECHNOLOGIES INC posted the faster year-over-year revenue change (17.3% vs 4.7%). ESCO TECHNOLOGIES INC produced more free cash flow last quarter ($63.0M vs $3.3M). Over the past eight quarters, ESCO TECHNOLOGIES INC's revenue compounded faster (7.8% CAGR vs 1.5%).
Enhabit, Inc., is a Dallas, Texas-based provider of home health and hospice services. The company operates 255 home health and 110 hospice locations in 34 states with a concentration in Texas, Alabama, Florida, Georgia, Oklahoma and Mississippi. Enhabit is the fourth-largest provider of home health services in the United States and is a leading provider of hospice services. The company was formed in 2022 when Encompass Health spun off its home health and hospice business.
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
EHAB vs ESE — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $270.4M | $289.7M |
| Net Profit | $-38.7M | $28.7M |
| Gross Margin | — | 41.4% |
| Operating Margin | -12.3% | 13.2% |
| Net Margin | -14.3% | 9.9% |
| Revenue YoY | 4.7% | 17.3% |
| Net Profit YoY | 15.9% | 22.2% |
| EPS (diluted) | $-0.76 | $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 | $270.4M | $289.7M | ||
| Q3 25 | $263.6M | $286.5M | ||
| Q2 25 | $266.1M | $296.3M | ||
| Q1 25 | $259.9M | $265.5M | ||
| Q4 24 | $258.2M | $247.0M | ||
| Q3 24 | $253.6M | $298.5M | ||
| Q2 24 | $260.6M | $260.8M | ||
| Q1 24 | $262.4M | $249.1M |
| Q4 25 | $-38.7M | $28.7M | ||
| Q3 25 | $11.1M | $218.7M | ||
| Q2 25 | $5.2M | $26.1M | ||
| Q1 25 | $17.8M | $31.0M | ||
| Q4 24 | $-46.0M | $23.5M | ||
| Q3 24 | $-110.2M | $34.3M | ||
| Q2 24 | $-200.0K | $29.2M | ||
| Q1 24 | $200.0K | $23.2M |
| Q4 25 | — | 41.4% | ||
| Q3 25 | — | 45.9% | ||
| Q2 25 | — | 41.2% | ||
| Q1 25 | — | 41.1% | ||
| Q4 24 | — | 39.8% | ||
| Q3 24 | — | 40.1% | ||
| Q2 24 | — | 39.6% | ||
| Q1 24 | — | 38.8% |
| Q4 25 | -12.3% | 13.2% | ||
| Q3 25 | 6.4% | 17.2% | ||
| Q2 25 | 6.3% | 11.2% | ||
| Q1 25 | 6.1% | 15.3% | ||
| Q4 24 | -16.0% | 11.4% | ||
| Q3 24 | -38.6% | 14.8% | ||
| Q2 24 | 4.3% | 14.3% | ||
| Q1 24 | 4.9% | 11.7% |
| Q4 25 | -14.3% | 9.9% | ||
| Q3 25 | 4.2% | 76.3% | ||
| Q2 25 | 2.0% | 8.8% | ||
| Q1 25 | 6.8% | 11.7% | ||
| Q4 24 | -17.8% | 9.5% | ||
| Q3 24 | -43.5% | 11.5% | ||
| Q2 24 | -0.1% | 11.2% | ||
| Q1 24 | 0.1% | 9.3% |
| Q4 25 | $-0.76 | $1.11 | ||
| Q3 25 | $0.22 | $8.43 | ||
| Q2 25 | $0.10 | $1.01 | ||
| Q1 25 | $0.35 | $1.20 | ||
| Q4 24 | $-0.92 | $0.91 | ||
| Q3 24 | $-2.20 | $1.32 | ||
| Q2 24 | $0.00 | $1.13 | ||
| Q1 24 | $0.01 | $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 | $43.6M | $103.8M |
| Total DebtLower is stronger | $426.0M | $145.5M |
| Stockholders' EquityBook value | $534.0M | $1.6B |
| Total Assets | $1.2B | $2.4B |
| Debt / EquityLower = less leverage | 0.80× | 0.09× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $43.6M | $103.8M | ||
| Q3 25 | $56.9M | $101.3M | ||
| Q2 25 | $37.1M | $78.7M | ||
| Q1 25 | $39.5M | $57.4M | ||
| Q4 24 | $28.4M | $71.3M | ||
| Q3 24 | $45.7M | $66.0M | ||
| Q2 24 | $28.5M | $63.0M | ||
| Q1 24 | $36.5M | $59.4M |
| Q4 25 | $426.0M | $145.5M | ||
| Q3 25 | $441.5M | $186.0M | ||
| Q2 25 | $456.9M | $525.0M | ||
| Q1 25 | $467.3M | $88.0M | ||
| Q4 24 | $492.6M | $112.0M | ||
| Q3 24 | $502.9M | $122.0M | ||
| Q2 24 | $512.7M | $173.0M | ||
| Q1 24 | $526.7M | $191.0M |
| Q4 25 | $534.0M | $1.6B | ||
| Q3 25 | $566.8M | $1.5B | ||
| Q2 25 | $552.4M | $1.3B | ||
| Q1 25 | $543.2M | $1.3B | ||
| Q4 24 | $523.5M | $1.2B | ||
| Q3 24 | $566.1M | $1.2B | ||
| Q2 24 | $674.3M | $1.2B | ||
| Q1 24 | $672.3M | $1.2B |
| Q4 25 | $1.2B | $2.4B | ||
| Q3 25 | $1.2B | $2.4B | ||
| Q2 25 | $1.2B | $2.5B | ||
| Q1 25 | $1.2B | $1.8B | ||
| Q4 24 | $1.2B | $1.8B | ||
| Q3 24 | $1.3B | $1.8B | ||
| Q2 24 | $1.4B | $1.8B | ||
| Q1 24 | $1.4B | $1.8B |
| Q4 25 | 0.80× | 0.09× | ||
| Q3 25 | 0.78× | 0.12× | ||
| Q2 25 | 0.83× | 0.40× | ||
| Q1 25 | 0.86× | 0.07× | ||
| Q4 24 | 0.94× | 0.09× | ||
| Q3 24 | 0.89× | 0.10× | ||
| Q2 24 | 0.76× | 0.14× | ||
| Q1 24 | 0.78× | 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 | $4.4M | $68.9M |
| Free Cash FlowOCF − Capex | $3.3M | $63.0M |
| FCF MarginFCF / Revenue | 1.2% | 21.7% |
| Capex IntensityCapex / Revenue | 0.4% | 2.0% |
| Cash ConversionOCF / Net Profit | — | 2.40× |
| TTM Free Cash FlowTrailing 4 quarters | $65.8M | $239.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.4M | $68.9M | ||
| Q3 25 | $37.8M | $109.9M | ||
| Q2 25 | $10.6M | $73.7M | ||
| Q1 25 | $17.9M | $24.1M | ||
| Q4 24 | $-4.1M | $34.2M | ||
| Q3 24 | $28.4M | $72.1M | ||
| Q2 24 | $9.6M | $36.2M | ||
| Q1 24 | $17.3M | $10.5M |
| Q4 25 | $3.3M | $63.0M | ||
| Q3 25 | $36.2M | $97.8M | ||
| Q2 25 | $8.7M | $64.9M | ||
| Q1 25 | $17.6M | $14.0M | ||
| Q4 24 | $-4.7M | $29.0M | ||
| Q3 24 | $27.7M | $60.9M | ||
| Q2 24 | $8.9M | $27.6M | ||
| Q1 24 | $15.5M | $2.0M |
| Q4 25 | 1.2% | 21.7% | ||
| Q3 25 | 13.7% | 34.1% | ||
| Q2 25 | 3.3% | 21.9% | ||
| Q1 25 | 6.8% | 5.3% | ||
| Q4 24 | -1.8% | 11.7% | ||
| Q3 24 | 10.9% | 20.4% | ||
| Q2 24 | 3.4% | 10.6% | ||
| Q1 24 | 5.9% | 0.8% |
| Q4 25 | 0.4% | 2.0% | ||
| Q3 25 | 0.6% | 4.2% | ||
| Q2 25 | 0.7% | 3.0% | ||
| Q1 25 | 0.1% | 3.8% | ||
| Q4 24 | 0.2% | 2.1% | ||
| Q3 24 | 0.3% | 3.8% | ||
| Q2 24 | 0.3% | 3.3% | ||
| Q1 24 | 0.7% | 3.4% |
| Q4 25 | — | 2.40× | ||
| Q3 25 | 3.41× | 0.50× | ||
| Q2 25 | 2.04× | 2.83× | ||
| Q1 25 | 1.01× | 0.78× | ||
| Q4 24 | — | 1.46× | ||
| Q3 24 | — | 2.10× | ||
| Q2 24 | — | 1.24× | ||
| Q1 24 | 86.50× | 0.45× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EHAB
| Third Party Payor Medicare | $111.6M | 41% |
| Third Party Payor Medicare Advantage | $67.5M | 25% |
| Hospice Segment | $63.6M | 24% |
| Third Party Payor Managed Care | $24.9M | 9% |
| Third Party Payor Medicaid | $1.7M | 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% |
