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Side-by-side financial comparison of ESCO TECHNOLOGIES INC (ESE) and AMICUS THERAPEUTICS, INC. (FOLD). Click either name above to swap in a different company.
ESCO TECHNOLOGIES INC is the larger business by last-quarter revenue ($289.7M vs $185.2M, roughly 1.6× AMICUS THERAPEUTICS, INC.). ESCO TECHNOLOGIES INC runs the higher net margin — 9.9% vs 0.9%, a 9.0% gap on every dollar of revenue. On growth, AMICUS THERAPEUTICS, INC. posted the faster year-over-year revenue change (23.7% vs 17.3%). ESCO TECHNOLOGIES INC produced more free cash flow last quarter ($63.0M vs $16.0M). Over the past eight quarters, AMICUS THERAPEUTICS, INC.'s revenue compounded faster (29.5% CAGR vs 7.8%).
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
Amicus Therapeutics, Inc. is a public American biopharmaceutical company based in Philadelphia, Pennsylvania. The company went public in 2007 under the Nasdaq trading symbol FOLD. This followed a 2006 planned offering and subsequent withdrawal, which would have established the trading symbol as AMTX Prior to their IPO, Amicus was funded by a variety of venture capital firms including Radius Ventures, Canaan Partners and New Enterprise Associates.
ESE vs FOLD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $289.7M | $185.2M |
| Net Profit | $28.7M | $1.7M |
| Gross Margin | 41.4% | 85.7% |
| Operating Margin | 13.2% | 8.6% |
| Net Margin | 9.9% | 0.9% |
| Revenue YoY | 17.3% | 23.7% |
| Net Profit YoY | 22.2% | -88.5% |
| EPS (diluted) | $1.11 | $0.00 |
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 | $289.7M | $185.2M | ||
| Q3 25 | $286.5M | $169.1M | ||
| Q2 25 | $296.3M | $154.7M | ||
| Q1 25 | $265.5M | $125.2M | ||
| Q4 24 | $247.0M | $149.7M | ||
| Q3 24 | $298.5M | $141.5M | ||
| Q2 24 | $260.8M | $126.7M | ||
| Q1 24 | $249.1M | $110.4M |
| Q4 25 | $28.7M | $1.7M | ||
| Q3 25 | $218.7M | $17.3M | ||
| Q2 25 | $26.1M | $-24.4M | ||
| Q1 25 | $31.0M | $-21.7M | ||
| Q4 24 | $23.5M | $14.7M | ||
| Q3 24 | $34.3M | $-6.7M | ||
| Q2 24 | $29.2M | $-15.7M | ||
| Q1 24 | $23.2M | $-48.4M |
| Q4 25 | 41.4% | 85.7% | ||
| Q3 25 | 45.9% | 88.5% | ||
| Q2 25 | 41.2% | 90.2% | ||
| Q1 25 | 41.1% | 90.7% | ||
| Q4 24 | 39.8% | 90.1% | ||
| Q3 24 | 40.1% | 90.6% | ||
| Q2 24 | 39.6% | 91.1% | ||
| Q1 24 | 38.8% | 87.7% |
| Q4 25 | 13.2% | 8.6% | ||
| Q3 25 | 17.2% | 20.3% | ||
| Q2 25 | 11.2% | -6.1% | ||
| Q1 25 | 15.3% | -6.3% | ||
| Q4 24 | 11.4% | 10.7% | ||
| Q3 24 | 14.8% | 15.3% | ||
| Q2 24 | 14.3% | 11.8% | ||
| Q1 24 | 11.7% | -25.1% |
| Q4 25 | 9.9% | 0.9% | ||
| Q3 25 | 76.3% | 10.2% | ||
| Q2 25 | 8.8% | -15.8% | ||
| Q1 25 | 11.7% | -17.3% | ||
| Q4 24 | 9.5% | 9.8% | ||
| Q3 24 | 11.5% | -4.8% | ||
| Q2 24 | 11.2% | -12.4% | ||
| Q1 24 | 9.3% | -43.9% |
| Q4 25 | $1.11 | $0.00 | ||
| Q3 25 | $8.43 | $0.06 | ||
| Q2 25 | $1.01 | $-0.08 | ||
| Q1 25 | $1.20 | $-0.07 | ||
| Q4 24 | $0.91 | $0.05 | ||
| Q3 24 | $1.32 | $-0.02 | ||
| Q2 24 | $1.13 | $-0.05 | ||
| Q1 24 | $0.90 | $-0.16 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $103.8M | $293.5M |
| Total DebtLower is stronger | $145.5M | $392.7M |
| Stockholders' EquityBook value | $1.6B | $274.2M |
| Total Assets | $2.4B | $949.9M |
| Debt / EquityLower = less leverage | 0.09× | 1.43× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $103.8M | $293.5M | ||
| Q3 25 | $101.3M | $263.8M | ||
| Q2 25 | $78.7M | $231.0M | ||
| Q1 25 | $57.4M | $250.6M | ||
| Q4 24 | $71.3M | $249.9M | ||
| Q3 24 | $66.0M | $249.8M | ||
| Q2 24 | $63.0M | $260.1M | ||
| Q1 24 | $59.4M | $239.6M |
| Q4 25 | $145.5M | $392.7M | ||
| Q3 25 | $186.0M | $392.0M | ||
| Q2 25 | $525.0M | $391.3M | ||
| Q1 25 | $88.0M | $390.7M | ||
| Q4 24 | $112.0M | $390.1M | ||
| Q3 24 | $122.0M | $389.5M | ||
| Q2 24 | $173.0M | $388.9M | ||
| Q1 24 | $191.0M | $388.4M |
| Q4 25 | $1.6B | $274.2M | ||
| Q3 25 | $1.5B | $230.4M | ||
| Q2 25 | $1.3B | $204.3M | ||
| Q1 25 | $1.3B | $193.6M | ||
| Q4 24 | $1.2B | $194.0M | ||
| Q3 24 | $1.2B | $178.8M | ||
| Q2 24 | $1.2B | $132.5M | ||
| Q1 24 | $1.2B | $130.7M |
| Q4 25 | $2.4B | $949.9M | ||
| Q3 25 | $2.4B | $868.8M | ||
| Q2 25 | $2.5B | $815.3M | ||
| Q1 25 | $1.8B | $789.8M | ||
| Q4 24 | $1.8B | $785.0M | ||
| Q3 24 | $1.8B | $786.6M | ||
| Q2 24 | $1.8B | $749.5M | ||
| Q1 24 | $1.8B | $721.8M |
| Q4 25 | 0.09× | 1.43× | ||
| Q3 25 | 0.12× | 1.70× | ||
| Q2 25 | 0.40× | 1.92× | ||
| Q1 25 | 0.07× | 2.02× | ||
| Q4 24 | 0.09× | 2.01× | ||
| Q3 24 | 0.10× | 2.18× | ||
| Q2 24 | 0.14× | 2.93× | ||
| Q1 24 | 0.16× | 2.97× |
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 | $16.3M |
| Free Cash FlowOCF − Capex | $63.0M | $16.0M |
| FCF MarginFCF / Revenue | 21.7% | 8.6% |
| Capex IntensityCapex / Revenue | 2.0% | 0.2% |
| Cash ConversionOCF / Net Profit | 2.40× | 9.62× |
| TTM Free Cash FlowTrailing 4 quarters | $239.6M | $29.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $68.9M | $16.3M | ||
| Q3 25 | $109.9M | $35.7M | ||
| Q2 25 | $73.7M | $-26.5M | ||
| Q1 25 | $24.1M | $7.8M | ||
| Q4 24 | $34.2M | $-3.9M | ||
| Q3 24 | $72.1M | $-23.0M | ||
| Q2 24 | $36.2M | $22.7M | ||
| Q1 24 | $10.5M | $-29.7M |
| Q4 25 | $63.0M | $16.0M | ||
| Q3 25 | $97.8M | $35.3M | ||
| Q2 25 | $64.9M | $-28.9M | ||
| Q1 25 | $14.0M | $7.5M | ||
| Q4 24 | $29.0M | $-4.2M | ||
| Q3 24 | $60.9M | $-23.3M | ||
| Q2 24 | $27.6M | $21.6M | ||
| Q1 24 | $2.0M | $-31.5M |
| Q4 25 | 21.7% | 8.6% | ||
| Q3 25 | 34.1% | 20.9% | ||
| Q2 25 | 21.9% | -18.7% | ||
| Q1 25 | 5.3% | 6.0% | ||
| Q4 24 | 11.7% | -2.8% | ||
| Q3 24 | 20.4% | -16.5% | ||
| Q2 24 | 10.6% | 17.0% | ||
| Q1 24 | 0.8% | -28.5% |
| Q4 25 | 2.0% | 0.2% | ||
| Q3 25 | 4.2% | 0.2% | ||
| Q2 25 | 3.0% | 1.6% | ||
| Q1 25 | 3.8% | 0.2% | ||
| Q4 24 | 2.1% | 0.2% | ||
| Q3 24 | 3.8% | 0.3% | ||
| Q2 24 | 3.3% | 0.9% | ||
| Q1 24 | 3.4% | 1.6% |
| Q4 25 | 2.40× | 9.62× | ||
| Q3 25 | 0.50× | 2.06× | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 1.46× | -0.27× | ||
| Q3 24 | 2.10× | — | ||
| Q2 24 | 1.24× | — | ||
| Q1 24 | 0.45× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
