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Side-by-side financial comparison of ESCO TECHNOLOGIES INC (ESE) and FOX FACTORY HOLDING CORP (FOXF). Click either name above to swap in a different company.
FOX FACTORY HOLDING CORP is the larger business by last-quarter revenue ($376.4M vs $289.7M, roughly 1.3× ESCO TECHNOLOGIES INC). ESCO TECHNOLOGIES INC runs the higher net margin — 9.9% vs -0.2%, a 10.1% gap on every dollar of revenue. On growth, ESCO TECHNOLOGIES INC posted the faster year-over-year revenue change (17.3% vs 4.8%). ESCO TECHNOLOGIES INC produced more free cash flow last quarter ($63.0M vs $-2.5M). Over the past eight quarters, ESCO TECHNOLOGIES INC's revenue compounded faster (7.8% CAGR vs 6.4%).
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
Fox Factory Holding Corp. is an American company best known for their Fox Racing Shox brand of off-road racing suspension components.
ESE vs FOXF — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $289.7M | $376.4M |
| Net Profit | $28.7M | $-634.0K |
| Gross Margin | 41.4% | 30.4% |
| Operating Margin | 13.2% | 4.0% |
| Net Margin | 9.9% | -0.2% |
| Revenue YoY | 17.3% | 4.8% |
| Net Profit YoY | 22.2% | -113.3% |
| EPS (diluted) | $1.11 | $-0.02 |
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 | $376.4M | ||
| Q3 25 | $286.5M | $374.9M | ||
| Q2 25 | $296.3M | $355.0M | ||
| Q1 25 | $265.5M | $352.8M | ||
| Q4 24 | $247.0M | — | ||
| Q3 24 | $298.5M | $359.1M | ||
| Q2 24 | $260.8M | $348.5M | ||
| Q1 24 | $249.1M | $333.5M |
| Q4 25 | $28.7M | $-634.0K | ||
| Q3 25 | $218.7M | $2.7M | ||
| Q2 25 | $26.1M | $-259.7M | ||
| Q1 25 | $31.0M | $-141.0K | ||
| Q4 24 | $23.5M | — | ||
| Q3 24 | $34.3M | $4.8M | ||
| Q2 24 | $29.2M | $5.4M | ||
| Q1 24 | $23.2M | $-3.5M |
| Q4 25 | 41.4% | 30.4% | ||
| Q3 25 | 45.9% | 31.2% | ||
| Q2 25 | 41.2% | 30.9% | ||
| Q1 25 | 41.1% | 28.9% | ||
| Q4 24 | 39.8% | — | ||
| Q3 24 | 40.1% | 29.9% | ||
| Q2 24 | 39.6% | 31.8% | ||
| Q1 24 | 38.8% | 30.9% |
| Q4 25 | 13.2% | 4.0% | ||
| Q3 25 | 17.2% | 4.9% | ||
| Q2 25 | 11.2% | -70.6% | ||
| Q1 25 | 15.3% | 3.2% | ||
| Q4 24 | 11.4% | — | ||
| Q3 24 | 14.8% | 5.2% | ||
| Q2 24 | 14.3% | 5.3% | ||
| Q1 24 | 11.7% | 2.7% |
| Q4 25 | 9.9% | -0.2% | ||
| Q3 25 | 76.3% | 0.7% | ||
| Q2 25 | 8.8% | -73.1% | ||
| Q1 25 | 11.7% | -0.0% | ||
| Q4 24 | 9.5% | — | ||
| Q3 24 | 11.5% | 1.3% | ||
| Q2 24 | 11.2% | 1.6% | ||
| Q1 24 | 9.3% | -1.0% |
| Q4 25 | $1.11 | $-0.02 | ||
| Q3 25 | $8.43 | $0.07 | ||
| Q2 25 | $1.01 | $-6.23 | ||
| Q1 25 | $1.20 | $0.00 | ||
| Q4 24 | $0.91 | — | ||
| Q3 24 | $1.32 | $0.11 | ||
| Q2 24 | $1.13 | $0.13 | ||
| Q1 24 | $0.90 | $-0.08 |
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 | — |
| Total DebtLower is stronger | $145.5M | $536.7M |
| Stockholders' EquityBook value | $1.6B | $956.0M |
| Total Assets | $2.4B | $2.0B |
| Debt / EquityLower = less leverage | 0.09× | 0.56× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $103.8M | — | ||
| Q3 25 | $101.3M | — | ||
| Q2 25 | $78.7M | — | ||
| Q1 25 | $57.4M | $71.7M | ||
| Q4 24 | $71.3M | — | ||
| Q3 24 | $66.0M | — | ||
| Q2 24 | $63.0M | — | ||
| Q1 24 | $59.4M | — |
| Q4 25 | $145.5M | $536.7M | ||
| Q3 25 | $186.0M | $541.8M | ||
| Q2 25 | $525.0M | $546.9M | ||
| Q1 25 | $88.0M | $552.1M | ||
| Q4 24 | $112.0M | — | ||
| Q3 24 | $122.0M | $558.4M | ||
| Q2 24 | $173.0M | $564.1M | ||
| Q1 24 | $191.0M | $370.4M |
| Q4 25 | $1.6B | $956.0M | ||
| Q3 25 | $1.5B | $958.7M | ||
| Q2 25 | $1.3B | $939.9M | ||
| Q1 25 | $1.3B | $1.2B | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | $1.2B | ||
| Q2 24 | $1.2B | $1.2B | ||
| Q1 24 | $1.2B | $1.2B |
| Q4 25 | $2.4B | $2.0B | ||
| Q3 25 | $2.4B | $2.0B | ||
| Q2 25 | $2.5B | $1.9B | ||
| Q1 25 | $1.8B | $2.2B | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.8B | $2.3B | ||
| Q2 24 | $1.8B | $2.3B | ||
| Q1 24 | $1.8B | $2.2B |
| Q4 25 | 0.09× | 0.56× | ||
| Q3 25 | 0.12× | 0.57× | ||
| Q2 25 | 0.40× | 0.58× | ||
| Q1 25 | 0.07× | 0.46× | ||
| Q4 24 | 0.09× | — | ||
| Q3 24 | 0.10× | 0.47× | ||
| Q2 24 | 0.14× | 0.47× | ||
| Q1 24 | 0.16× | 0.31× |
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 | $5.3M |
| Free Cash FlowOCF − Capex | $63.0M | $-2.5M |
| FCF MarginFCF / Revenue | 21.7% | -0.7% |
| Capex IntensityCapex / Revenue | 2.0% | 2.1% |
| Cash ConversionOCF / Net Profit | 2.40× | — |
| TTM Free Cash FlowTrailing 4 quarters | $239.6M | $85.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $68.9M | $5.3M | ||
| Q3 25 | $109.9M | $36.8M | ||
| Q2 25 | $73.7M | $680.0K | ||
| Q1 25 | $24.1M | $81.7M | ||
| Q4 24 | $34.2M | — | ||
| Q3 24 | $72.1M | $14.1M | ||
| Q2 24 | $36.2M | $26.7M | ||
| Q1 24 | $10.5M | $9.4M |
| Q4 25 | $63.0M | $-2.5M | ||
| Q3 25 | $97.8M | $24.6M | ||
| Q2 25 | $64.9M | $-6.5M | ||
| Q1 25 | $14.0M | $69.8M | ||
| Q4 24 | $29.0M | — | ||
| Q3 24 | $60.9M | $3.2M | ||
| Q2 24 | $27.6M | $15.4M | ||
| Q1 24 | $2.0M | $-555.0K |
| Q4 25 | 21.7% | -0.7% | ||
| Q3 25 | 34.1% | 6.6% | ||
| Q2 25 | 21.9% | -1.8% | ||
| Q1 25 | 5.3% | 19.8% | ||
| Q4 24 | 11.7% | — | ||
| Q3 24 | 20.4% | 0.9% | ||
| Q2 24 | 10.6% | 4.4% | ||
| Q1 24 | 0.8% | -0.2% |
| Q4 25 | 2.0% | 2.1% | ||
| Q3 25 | 4.2% | 3.3% | ||
| Q2 25 | 3.0% | 2.0% | ||
| Q1 25 | 3.8% | 3.4% | ||
| Q4 24 | 2.1% | — | ||
| Q3 24 | 3.8% | 3.0% | ||
| Q2 24 | 3.3% | 3.2% | ||
| Q1 24 | 3.4% | 3.0% |
| Q4 25 | 2.40× | — | ||
| Q3 25 | 0.50× | 13.41× | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 1.46× | — | ||
| Q3 24 | 2.10× | 2.94× | ||
| Q2 24 | 1.24× | 4.94× | ||
| 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% |
FOXF
| Specialty Sports Group | $132.7M | 35% |
| Powered Vehicles Group | $125.9M | 33% |
| Aftermarket Applications Group | $117.8M | 31% |
