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Side-by-side financial comparison of ESCO TECHNOLOGIES INC (ESE) and JFrog Ltd (FROG). Click either name above to swap in a different company.
ESCO TECHNOLOGIES INC is the larger business by last-quarter revenue ($289.7M vs $145.3M, roughly 2.0× JFrog Ltd). ESCO TECHNOLOGIES INC runs the higher net margin — 9.9% vs -10.5%, a 20.4% gap on every dollar of revenue. On growth, JFrog Ltd posted the faster year-over-year revenue change (25.2% vs 17.3%). ESCO TECHNOLOGIES INC produced more free cash flow last quarter ($63.0M vs $49.9M). Over the past eight quarters, JFrog Ltd's revenue compounded faster (20.4% CAGR vs 7.8%).
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
JFrog Ltd is a global DevOps technology provider that delivers end-to-end software release, artifact management, and security solutions. It serves clients across tech, finance, retail, and manufacturing sectors, helping teams streamline development and delivery workflows for cloud, on-premises, and hybrid infrastructure.
ESE vs FROG — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $289.7M | $145.3M |
| Net Profit | $28.7M | $-15.2M |
| Gross Margin | 41.4% | 77.9% |
| Operating Margin | 13.2% | -14.7% |
| Net Margin | 9.9% | -10.5% |
| Revenue YoY | 17.3% | 25.2% |
| Net Profit YoY | 22.2% | 34.4% |
| EPS (diluted) | $1.11 | $-0.13 |
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 | $145.3M | ||
| Q3 25 | $286.5M | $136.9M | ||
| Q2 25 | $296.3M | $127.2M | ||
| Q1 25 | $265.5M | $122.4M | ||
| Q4 24 | $247.0M | $116.1M | ||
| Q3 24 | $298.5M | $109.1M | ||
| Q2 24 | $260.8M | $103.0M | ||
| Q1 24 | $249.1M | $100.3M |
| Q4 25 | $28.7M | $-15.2M | ||
| Q3 25 | $218.7M | $-16.4M | ||
| Q2 25 | $26.1M | $-21.7M | ||
| Q1 25 | $31.0M | $-18.5M | ||
| Q4 24 | $23.5M | $-23.2M | ||
| Q3 24 | $34.3M | $-22.9M | ||
| Q2 24 | $29.2M | $-14.3M | ||
| Q1 24 | $23.2M | $-8.8M |
| Q4 25 | 41.4% | 77.9% | ||
| Q3 25 | 45.9% | 77.4% | ||
| Q2 25 | 41.2% | 76.3% | ||
| Q1 25 | 41.1% | 75.3% | ||
| Q4 24 | 39.8% | 75.4% | ||
| Q3 24 | 40.1% | 75.0% | ||
| Q2 24 | 39.6% | 78.8% | ||
| Q1 24 | 38.8% | 79.5% |
| Q4 25 | 13.2% | -14.7% | ||
| Q3 25 | 17.2% | -15.8% | ||
| Q2 25 | 11.2% | -20.4% | ||
| Q1 25 | 15.3% | -18.8% | ||
| Q4 24 | 11.4% | -21.9% | ||
| Q3 24 | 14.8% | -27.4% | ||
| Q2 24 | 14.3% | -18.6% | ||
| Q1 24 | 11.7% | -16.6% |
| Q4 25 | 9.9% | -10.5% | ||
| Q3 25 | 76.3% | -12.0% | ||
| Q2 25 | 8.8% | -17.0% | ||
| Q1 25 | 11.7% | -15.1% | ||
| Q4 24 | 9.5% | -20.0% | ||
| Q3 24 | 11.5% | -21.0% | ||
| Q2 24 | 11.2% | -13.9% | ||
| Q1 24 | 9.3% | -8.8% |
| Q4 25 | $1.11 | $-0.13 | ||
| Q3 25 | $8.43 | $-0.14 | ||
| Q2 25 | $1.01 | $-0.19 | ||
| Q1 25 | $1.20 | $-0.16 | ||
| Q4 24 | $0.91 | $-0.21 | ||
| Q3 24 | $1.32 | $-0.21 | ||
| 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 | $704.4M |
| Total DebtLower is stronger | $145.5M | — |
| Stockholders' EquityBook value | $1.6B | $887.4M |
| Total Assets | $2.4B | $1.3B |
| Debt / EquityLower = less leverage | 0.09× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $103.8M | $704.4M | ||
| Q3 25 | $101.3M | $651.1M | ||
| Q2 25 | $78.7M | $611.7M | ||
| Q1 25 | $57.4M | $563.5M | ||
| Q4 24 | $71.3M | $522.0M | ||
| Q3 24 | $66.0M | $467.8M | ||
| Q2 24 | $63.0M | $591.3M | ||
| Q1 24 | $59.4M | $579.6M |
| Q4 25 | $145.5M | — | ||
| Q3 25 | $186.0M | — | ||
| Q2 25 | $525.0M | — | ||
| Q1 25 | $88.0M | — | ||
| Q4 24 | $112.0M | — | ||
| Q3 24 | $122.0M | — | ||
| Q2 24 | $173.0M | — | ||
| Q1 24 | $191.0M | — |
| Q4 25 | $1.6B | $887.4M | ||
| Q3 25 | $1.5B | $859.4M | ||
| Q2 25 | $1.3B | $826.5M | ||
| Q1 25 | $1.3B | $800.0M | ||
| Q4 24 | $1.2B | $773.5M | ||
| Q3 24 | $1.2B | $756.2M | ||
| Q2 24 | $1.2B | $721.4M | ||
| Q1 24 | $1.2B | $707.8M |
| Q4 25 | $2.4B | $1.3B | ||
| Q3 25 | $2.4B | $1.3B | ||
| Q2 25 | $2.5B | $1.2B | ||
| Q1 25 | $1.8B | $1.2B | ||
| Q4 24 | $1.8B | $1.1B | ||
| Q3 24 | $1.8B | $1.1B | ||
| Q2 24 | $1.8B | $1.0B | ||
| Q1 24 | $1.8B | $997.1M |
| Q4 25 | 0.09× | — | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | 0.40× | — | ||
| Q1 25 | 0.07× | — | ||
| Q4 24 | 0.09× | — | ||
| Q3 24 | 0.10× | — | ||
| Q2 24 | 0.14× | — | ||
| Q1 24 | 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 | $68.9M | $50.7M |
| Free Cash FlowOCF − Capex | $63.0M | $49.9M |
| FCF MarginFCF / Revenue | 21.7% | 34.3% |
| Capex IntensityCapex / Revenue | 2.0% | 0.6% |
| Cash ConversionOCF / Net Profit | 2.40× | — |
| TTM Free Cash FlowTrailing 4 quarters | $239.6M | $142.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $68.9M | $50.7M | ||
| Q3 25 | $109.9M | $30.2M | ||
| Q2 25 | $73.7M | $36.1M | ||
| Q1 25 | $24.1M | $28.8M | ||
| Q4 24 | $34.2M | $49.1M | ||
| Q3 24 | $72.1M | $27.6M | ||
| Q2 24 | $36.2M | $16.7M | ||
| Q1 24 | $10.5M | $17.5M |
| Q4 25 | $63.0M | $49.9M | ||
| Q3 25 | $97.8M | $28.8M | ||
| Q2 25 | $64.9M | $35.5M | ||
| Q1 25 | $14.0M | $28.1M | ||
| Q4 24 | $29.0M | $48.5M | ||
| Q3 24 | $60.9M | $26.7M | ||
| Q2 24 | $27.6M | $16.0M | ||
| Q1 24 | $2.0M | $16.6M |
| Q4 25 | 21.7% | 34.3% | ||
| Q3 25 | 34.1% | 21.0% | ||
| Q2 25 | 21.9% | 27.9% | ||
| Q1 25 | 5.3% | 23.0% | ||
| Q4 24 | 11.7% | 41.8% | ||
| Q3 24 | 20.4% | 24.5% | ||
| Q2 24 | 10.6% | 15.5% | ||
| Q1 24 | 0.8% | 16.6% |
| Q4 25 | 2.0% | 0.6% | ||
| Q3 25 | 4.2% | 1.0% | ||
| Q2 25 | 3.0% | 0.5% | ||
| Q1 25 | 3.8% | 0.5% | ||
| Q4 24 | 2.1% | 0.5% | ||
| Q3 24 | 3.8% | 0.9% | ||
| Q2 24 | 3.3% | 0.7% | ||
| Q1 24 | 3.4% | 0.8% |
| Q4 25 | 2.40× | — | ||
| Q3 25 | 0.50× | — | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 1.46× | — | ||
| 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% |
FROG
Segment breakdown not available.
