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Side-by-side financial comparison of ESSENTIAL PROPERTIES REALTY TRUST, INC. (EPRT) 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 $158.8M, roughly 1.8× ESSENTIAL PROPERTIES REALTY TRUST, INC.). ESSENTIAL PROPERTIES REALTY TRUST, INC. runs the higher net margin — 37.8% vs 9.9%, a 27.8% gap on every dollar of revenue. On growth, ESSENTIAL PROPERTIES REALTY TRUST, INC. posted the faster year-over-year revenue change (22.8% vs 17.3%). Over the past eight quarters, ESSENTIAL PROPERTIES REALTY TRUST, INC.'s revenue compounded faster (20.6% CAGR vs 7.8%).
Essential Properties Realty Trust is a publicly traded real estate investment trust (REIT) that acquires, owns and manages a diversified portfolio of single-tenant net-leased commercial properties across the United States. Its assets primarily cover essential service-oriented sectors including casual dining, automotive services, medical clinics, early childhood education centers and light industrial facilities, with tenants mostly holding robust long-term operating track records.
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
EPRT vs ESE — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $158.8M | $289.7M |
| Net Profit | $60.0M | $28.7M |
| Gross Margin | — | 41.4% |
| Operating Margin | 56.5% | 13.2% |
| Net Margin | 37.8% | 9.9% |
| Revenue YoY | 22.8% | 17.3% |
| Net Profit YoY | 6.5% | 22.2% |
| EPS (diluted) | $0.28 | $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.
| Q1 26 | $158.8M | — | ||
| Q4 25 | $149.9M | $289.7M | ||
| Q3 25 | $144.9M | $286.5M | ||
| Q2 25 | $137.1M | $296.3M | ||
| Q1 25 | $129.4M | $265.5M | ||
| Q4 24 | $119.7M | $247.0M | ||
| Q3 24 | $117.1M | $298.5M | ||
| Q2 24 | $109.3M | $260.8M |
| Q1 26 | $60.0M | — | ||
| Q4 25 | $68.1M | $28.7M | ||
| Q3 25 | $65.6M | $218.7M | ||
| Q2 25 | $63.2M | $26.1M | ||
| Q1 25 | $56.1M | $31.0M | ||
| Q4 24 | $55.4M | $23.5M | ||
| Q3 24 | $49.1M | $34.3M | ||
| Q2 24 | $51.5M | $29.2M |
| Q1 26 | — | — | ||
| 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 26 | 56.5% | — | ||
| Q4 25 | 65.9% | 13.2% | ||
| Q3 25 | 64.7% | 17.2% | ||
| Q2 25 | 64.1% | 11.2% | ||
| Q1 25 | 61.6% | 15.3% | ||
| Q4 24 | 66.1% | 11.4% | ||
| Q3 24 | 59.7% | 14.8% | ||
| Q2 24 | 61.1% | 14.3% |
| Q1 26 | 37.8% | — | ||
| Q4 25 | 45.4% | 9.9% | ||
| Q3 25 | 45.3% | 76.3% | ||
| Q2 25 | 46.1% | 8.8% | ||
| Q1 25 | 43.4% | 11.7% | ||
| Q4 24 | 46.3% | 9.5% | ||
| Q3 24 | 42.0% | 11.5% | ||
| Q2 24 | 47.1% | 11.2% |
| Q1 26 | $0.28 | — | ||
| Q4 25 | $0.34 | $1.11 | ||
| Q3 25 | $0.33 | $8.43 | ||
| Q2 25 | $0.32 | $1.01 | ||
| Q1 25 | $0.29 | $1.20 | ||
| Q4 24 | $0.31 | $0.91 | ||
| Q3 24 | $0.27 | $1.32 | ||
| Q2 24 | $0.29 | $1.13 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $15.2M | $103.8M |
| Total DebtLower is stronger | — | $145.5M |
| Stockholders' EquityBook value | $4.4B | $1.6B |
| Total Assets | $7.2B | $2.4B |
| Debt / EquityLower = less leverage | — | 0.09× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $15.2M | — | ||
| Q4 25 | $60.2M | $103.8M | ||
| Q3 25 | $23.8M | $101.3M | ||
| Q2 25 | $20.8M | $78.7M | ||
| Q1 25 | $47.0M | $57.4M | ||
| Q4 24 | $40.7M | $71.3M | ||
| Q3 24 | $32.7M | $66.0M | ||
| Q2 24 | $23.6M | $63.0M |
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $145.5M | ||
| Q3 25 | $2.6B | $186.0M | ||
| Q2 25 | $2.3B | $525.0M | ||
| Q1 25 | $2.1B | $88.0M | ||
| Q4 24 | $2.1B | $112.0M | ||
| Q3 24 | $2.2B | $122.0M | ||
| Q2 24 | $1.9B | $173.0M |
| Q1 26 | $4.4B | — | ||
| Q4 25 | $4.2B | $1.6B | ||
| Q3 25 | $3.8B | $1.5B | ||
| Q2 25 | $3.8B | $1.3B | ||
| Q1 25 | $3.8B | $1.3B | ||
| Q4 24 | $3.6B | $1.2B | ||
| Q3 24 | $3.2B | $1.2B | ||
| Q2 24 | $3.2B | $1.2B |
| Q1 26 | $7.2B | — | ||
| Q4 25 | $6.9B | $2.4B | ||
| Q3 25 | $6.6B | $2.4B | ||
| Q2 25 | $6.3B | $2.5B | ||
| Q1 25 | $6.1B | $1.8B | ||
| Q4 24 | $5.8B | $1.8B | ||
| Q3 24 | $5.5B | $1.8B | ||
| Q2 24 | $5.3B | $1.8B |
| Q1 26 | — | — | ||
| Q4 25 | 0.60× | 0.09× | ||
| Q3 25 | 0.69× | 0.12× | ||
| Q2 25 | 0.61× | 0.40× | ||
| Q1 25 | 0.56× | 0.07× | ||
| Q4 24 | 0.60× | 0.09× | ||
| Q3 24 | 0.69× | 0.10× | ||
| Q2 24 | 0.59× | 0.14× |
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 | — | $68.9M |
| Free Cash FlowOCF − Capex | — | $63.0M |
| FCF MarginFCF / Revenue | — | 21.7% |
| Capex IntensityCapex / Revenue | — | 2.0% |
| Cash ConversionOCF / Net Profit | — | 2.40× |
| TTM Free Cash FlowTrailing 4 quarters | — | $239.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $381.1M | $68.9M | ||
| Q3 25 | $99.0M | $109.9M | ||
| Q2 25 | $99.8M | $73.7M | ||
| Q1 25 | $77.2M | $24.1M | ||
| Q4 24 | $308.5M | $34.2M | ||
| Q3 24 | $73.5M | $72.1M | ||
| Q2 24 | $81.1M | $36.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $63.0M | ||
| Q3 25 | — | $97.8M | ||
| Q2 25 | — | $64.9M | ||
| Q1 25 | — | $14.0M | ||
| Q4 24 | — | $29.0M | ||
| Q3 24 | — | $60.9M | ||
| Q2 24 | — | $27.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | 21.7% | ||
| Q3 25 | — | 34.1% | ||
| Q2 25 | — | 21.9% | ||
| Q1 25 | — | 5.3% | ||
| Q4 24 | — | 11.7% | ||
| Q3 24 | — | 20.4% | ||
| Q2 24 | — | 10.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 4.2% | ||
| Q2 25 | — | 3.0% | ||
| Q1 25 | — | 3.8% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 3.8% | ||
| Q2 24 | — | 3.3% |
| Q1 26 | — | — | ||
| Q4 25 | 5.60× | 2.40× | ||
| Q3 25 | 1.51× | 0.50× | ||
| Q2 25 | 1.58× | 2.83× | ||
| Q1 25 | 1.38× | 0.78× | ||
| Q4 24 | 5.57× | 1.46× | ||
| Q3 24 | 1.50× | 2.10× | ||
| Q2 24 | 1.57× | 1.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EPRT
| Rental revenue 1,2 | $149.4M | 94% |
| Other | $8.6M | 5% |
| Other revenue | $779.0K | 0% |
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% |
