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Side-by-side financial comparison of ESCO TECHNOLOGIES INC (ESE) and Forestar Group Inc. (FOR). Click either name above to swap in a different company.
ESCO TECHNOLOGIES INC is the larger business by last-quarter revenue ($289.7M vs $273.0M, roughly 1.1× Forestar Group Inc.). ESCO TECHNOLOGIES INC runs the higher net margin — 9.9% vs 5.6%, a 4.3% gap on every dollar of revenue. On growth, ESCO TECHNOLOGIES INC posted the faster year-over-year revenue change (17.3% vs 9.0%). ESCO TECHNOLOGIES INC produced more free cash flow last quarter ($63.0M vs $-157.1M). Over the past eight quarters, ESCO TECHNOLOGIES INC's revenue compounded faster (7.8% CAGR vs -9.6%).
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
Forestar Group Inc. is a residential lot development company based in Arlington, Texas. The company has operations in 51 markets in 21 states and delivered 11,518 residential lots during the twelve-month period ended December 31, 2020. The company is publicly traded on the New York Stock Exchange and in October 2017 became a majority-owned subsidiary of D.R. Horton, Inc., the largest homebuilder by volume in the United States since 2002. The company primarily acquires entitled real estate and...
ESE vs FOR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $289.7M | $273.0M |
| Net Profit | $28.7M | $15.4M |
| Gross Margin | 41.4% | 20.1% |
| Operating Margin | 13.2% | 7.6% |
| Net Margin | 9.9% | 5.6% |
| Revenue YoY | 17.3% | 9.0% |
| Net Profit YoY | 22.2% | -6.7% |
| EPS (diluted) | $1.11 | $0.30 |
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 | $273.0M | ||
| Q3 25 | $286.5M | $670.5M | ||
| Q2 25 | $296.3M | $390.5M | ||
| Q1 25 | $265.5M | $351.0M | ||
| Q4 24 | $247.0M | $250.4M | ||
| Q3 24 | $298.5M | $551.3M | ||
| Q2 24 | $260.8M | $318.4M | ||
| Q1 24 | $249.1M | $333.8M |
| Q4 25 | $28.7M | $15.4M | ||
| Q3 25 | $218.7M | $86.9M | ||
| Q2 25 | $26.1M | $32.9M | ||
| Q1 25 | $31.0M | $31.6M | ||
| Q4 24 | $23.5M | $16.5M | ||
| Q3 24 | $34.3M | $81.5M | ||
| Q2 24 | $29.2M | $38.7M | ||
| Q1 24 | $23.2M | $45.0M |
| Q4 25 | 41.4% | 20.1% | ||
| Q3 25 | 45.9% | 22.3% | ||
| Q2 25 | 41.2% | 20.4% | ||
| Q1 25 | 41.1% | 22.6% | ||
| Q4 24 | 39.8% | 22.0% | ||
| Q3 24 | 40.1% | 23.9% | ||
| Q2 24 | 39.6% | 22.5% | ||
| Q1 24 | 38.8% | 24.9% |
| Q4 25 | 13.2% | 7.6% | ||
| Q3 25 | 17.2% | 16.9% | ||
| Q2 25 | 11.2% | 11.2% | ||
| Q1 25 | 15.3% | 11.6% | ||
| Q4 24 | 11.4% | 8.7% | ||
| Q3 24 | 14.8% | 19.7% | ||
| Q2 24 | 14.3% | 16.2% | ||
| Q1 24 | 11.7% | 17.6% |
| Q4 25 | 9.9% | 5.6% | ||
| Q3 25 | 76.3% | 13.0% | ||
| Q2 25 | 8.8% | 8.4% | ||
| Q1 25 | 11.7% | 9.0% | ||
| Q4 24 | 9.5% | 6.6% | ||
| Q3 24 | 11.5% | 14.8% | ||
| Q2 24 | 11.2% | 12.2% | ||
| Q1 24 | 9.3% | 13.5% |
| Q4 25 | $1.11 | $0.30 | ||
| Q3 25 | $8.43 | $1.70 | ||
| Q2 25 | $1.01 | $0.65 | ||
| Q1 25 | $1.20 | $0.62 | ||
| Q4 24 | $0.91 | $0.32 | ||
| Q3 24 | $1.32 | $1.59 | ||
| Q2 24 | $1.13 | $0.76 | ||
| Q1 24 | $0.90 | $0.89 |
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 | $211.7M |
| Total DebtLower is stronger | $145.5M | $793.2M |
| Stockholders' EquityBook value | $1.6B | $1.8B |
| Total Assets | $2.4B | $3.2B |
| Debt / EquityLower = less leverage | 0.09× | 0.44× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $103.8M | $211.7M | ||
| Q3 25 | $101.3M | $379.2M | ||
| Q2 25 | $78.7M | $189.2M | ||
| Q1 25 | $57.4M | $174.3M | ||
| Q4 24 | $71.3M | $132.0M | ||
| Q3 24 | $66.0M | $481.2M | ||
| Q2 24 | $63.0M | $359.2M | ||
| Q1 24 | $59.4M | $416.2M |
| Q4 25 | $145.5M | $793.2M | ||
| Q3 25 | $186.0M | $802.7M | ||
| Q2 25 | $525.0M | $872.8M | ||
| Q1 25 | $88.0M | $872.5M | ||
| Q4 24 | $112.0M | $806.8M | ||
| Q3 24 | $122.0M | $706.4M | ||
| Q2 24 | $173.0M | $706.1M | ||
| Q1 24 | $191.0M | $705.7M |
| Q4 25 | $1.6B | $1.8B | ||
| Q3 25 | $1.5B | $1.8B | ||
| Q2 25 | $1.3B | $1.7B | ||
| Q1 25 | $1.3B | $1.6B | ||
| Q4 24 | $1.2B | $1.6B | ||
| Q3 24 | $1.2B | $1.6B | ||
| Q2 24 | $1.2B | $1.5B | ||
| Q1 24 | $1.2B | $1.5B |
| Q4 25 | $2.4B | $3.2B | ||
| Q3 25 | $2.4B | $3.1B | ||
| Q2 25 | $2.5B | $3.1B | ||
| Q1 25 | $1.8B | $3.0B | ||
| Q4 24 | $1.8B | $3.0B | ||
| Q3 24 | $1.8B | $2.8B | ||
| Q2 24 | $1.8B | $2.7B | ||
| Q1 24 | $1.8B | $2.6B |
| Q4 25 | 0.09× | 0.44× | ||
| Q3 25 | 0.12× | 0.45× | ||
| Q2 25 | 0.40× | 0.52× | ||
| Q1 25 | 0.07× | 0.53× | ||
| Q4 24 | 0.09× | 0.50× | ||
| Q3 24 | 0.10× | 0.44× | ||
| Q2 24 | 0.14× | 0.47× | ||
| Q1 24 | 0.16× | 0.48× |
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 | $-157.0M |
| Free Cash FlowOCF − Capex | $63.0M | $-157.1M |
| FCF MarginFCF / Revenue | 21.7% | -57.5% |
| Capex IntensityCapex / Revenue | 2.0% | 0.0% |
| Cash ConversionOCF / Net Profit | 2.40× | -10.19× |
| TTM Free Cash FlowTrailing 4 quarters | $239.6M | $93.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $68.9M | $-157.0M | ||
| Q3 25 | $109.9M | $256.3M | ||
| Q2 25 | $73.7M | $15.8M | ||
| Q1 25 | $24.1M | $-19.8M | ||
| Q4 24 | $34.2M | $-450.0M | ||
| Q3 24 | $72.1M | $119.2M | ||
| Q2 24 | $36.2M | $-61.7M | ||
| Q1 24 | $10.5M | $-59.2M |
| Q4 25 | $63.0M | $-157.1M | ||
| Q3 25 | $97.8M | $255.6M | ||
| Q2 25 | $64.9M | $15.0M | ||
| Q1 25 | $14.0M | $-20.5M | ||
| Q4 24 | $29.0M | — | ||
| Q3 24 | $60.9M | $118.4M | ||
| Q2 24 | $27.6M | $-62.3M | ||
| Q1 24 | $2.0M | $-59.8M |
| Q4 25 | 21.7% | -57.5% | ||
| Q3 25 | 34.1% | 38.1% | ||
| Q2 25 | 21.9% | 3.8% | ||
| Q1 25 | 5.3% | -5.8% | ||
| Q4 24 | 11.7% | — | ||
| Q3 24 | 20.4% | 21.5% | ||
| Q2 24 | 10.6% | -19.6% | ||
| Q1 24 | 0.8% | -17.9% |
| Q4 25 | 2.0% | 0.0% | ||
| Q3 25 | 4.2% | 0.1% | ||
| Q2 25 | 3.0% | 0.2% | ||
| Q1 25 | 3.8% | 0.2% | ||
| Q4 24 | 2.1% | 0.0% | ||
| Q3 24 | 3.8% | 0.1% | ||
| Q2 24 | 3.3% | 0.2% | ||
| Q1 24 | 3.4% | 0.2% |
| Q4 25 | 2.40× | -10.19× | ||
| Q3 25 | 0.50× | 2.95× | ||
| Q2 25 | 2.83× | 0.48× | ||
| Q1 25 | 0.78× | -0.63× | ||
| Q4 24 | 1.46× | -27.27× | ||
| Q3 24 | 2.10× | 1.46× | ||
| Q2 24 | 1.24× | -1.59× | ||
| Q1 24 | 0.45× | -1.32× |
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% |
FOR
| D.R.Horton Inc. | $183.8M | 67% |
| Other | $89.2M | 33% |
