vs
Side-by-side financial comparison of ESCO TECHNOLOGIES INC (ESE) and Fastly, Inc. (FSLY). Click either name above to swap in a different company.
ESCO TECHNOLOGIES INC is the larger business by last-quarter revenue ($289.7M vs $172.6M, roughly 1.7× Fastly, Inc.). ESCO TECHNOLOGIES INC runs the higher net margin — 9.9% vs -9.0%, a 18.9% gap on every dollar of revenue. On growth, Fastly, Inc. posted the faster year-over-year revenue change (22.8% vs 17.3%). ESCO TECHNOLOGIES INC produced more free cash flow last quarter ($63.0M vs $12.2M). Over the past eight quarters, Fastly, Inc.'s revenue compounded faster (13.7% CAGR vs 7.8%).
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
Fastly, Inc. is an American company based in San Francisco, which describes itself as a cloud computing company. Fastly provides content delivery network services, image optimization, and load balancing services. Fastly's cloud security services include denial-of-service attack protection, bot mitigation, and a web application firewall.
ESE vs FSLY — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $289.7M | $172.6M |
| Net Profit | $28.7M | $-15.5M |
| Gross Margin | 41.4% | 61.4% |
| Operating Margin | 13.2% | -8.7% |
| Net Margin | 9.9% | -9.0% |
| Revenue YoY | 17.3% | 22.8% |
| Net Profit YoY | 22.2% | 52.9% |
| EPS (diluted) | $1.11 | $-0.10 |
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 | $172.6M | ||
| Q3 25 | $286.5M | $158.2M | ||
| Q2 25 | $296.3M | $148.7M | ||
| Q1 25 | $265.5M | $144.5M | ||
| Q4 24 | $247.0M | $140.6M | ||
| Q3 24 | $298.5M | $137.2M | ||
| Q2 24 | $260.8M | $132.4M | ||
| Q1 24 | $249.1M | $133.5M |
| Q4 25 | $28.7M | $-15.5M | ||
| Q3 25 | $218.7M | $-29.5M | ||
| Q2 25 | $26.1M | $-37.5M | ||
| Q1 25 | $31.0M | $-39.1M | ||
| Q4 24 | $23.5M | $-32.9M | ||
| Q3 24 | $34.3M | $-38.0M | ||
| Q2 24 | $29.2M | $-43.7M | ||
| Q1 24 | $23.2M | $-43.4M |
| Q4 25 | 41.4% | 61.4% | ||
| Q3 25 | 45.9% | 58.4% | ||
| Q2 25 | 41.2% | 54.5% | ||
| Q1 25 | 41.1% | 53.2% | ||
| Q4 24 | 39.8% | 53.4% | ||
| Q3 24 | 40.1% | 54.5% | ||
| Q2 24 | 39.6% | 55.1% | ||
| Q1 24 | 38.8% | 54.8% |
| Q4 25 | 13.2% | -8.7% | ||
| Q3 25 | 17.2% | -18.2% | ||
| Q2 25 | 11.2% | -24.8% | ||
| Q1 25 | 15.3% | -26.4% | ||
| Q4 24 | 11.4% | -24.4% | ||
| Q3 24 | 14.8% | -29.6% | ||
| Q2 24 | 14.3% | -35.3% | ||
| Q1 24 | 11.7% | -34.6% |
| Q4 25 | 9.9% | -9.0% | ||
| Q3 25 | 76.3% | -18.6% | ||
| Q2 25 | 8.8% | -25.2% | ||
| Q1 25 | 11.7% | -27.1% | ||
| Q4 24 | 9.5% | -23.4% | ||
| Q3 24 | 11.5% | -27.7% | ||
| Q2 24 | 11.2% | -33.0% | ||
| Q1 24 | 9.3% | -32.5% |
| Q4 25 | $1.11 | $-0.10 | ||
| Q3 25 | $8.43 | $-0.20 | ||
| Q2 25 | $1.01 | $-0.26 | ||
| Q1 25 | $1.20 | $-0.27 | ||
| Q4 24 | $0.91 | $-0.23 | ||
| Q3 24 | $1.32 | $-0.27 | ||
| Q2 24 | $1.13 | $-0.32 | ||
| Q1 24 | $0.90 | $-0.32 |
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 | $361.8M |
| Total DebtLower is stronger | $145.5M | — |
| Stockholders' EquityBook value | $1.6B | $929.6M |
| Total Assets | $2.4B | $1.5B |
| Debt / EquityLower = less leverage | 0.09× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $103.8M | $361.8M | ||
| Q3 25 | $101.3M | $342.9M | ||
| Q2 25 | $78.7M | $321.2M | ||
| Q1 25 | $57.4M | $307.3M | ||
| Q4 24 | $71.3M | $295.9M | ||
| Q3 24 | $66.0M | $308.2M | ||
| Q2 24 | $63.0M | $311.8M | ||
| Q1 24 | $59.4M | $329.5M |
| 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 | $929.6M | ||
| Q3 25 | $1.5B | $937.0M | ||
| Q2 25 | $1.3B | $942.6M | ||
| Q1 25 | $1.3B | $957.0M | ||
| Q4 24 | $1.2B | $965.3M | ||
| Q3 24 | $1.2B | $969.5M | ||
| Q2 24 | $1.2B | $981.2M | ||
| Q1 24 | $1.2B | $991.8M |
| Q4 25 | $2.4B | $1.5B | ||
| Q3 25 | $2.4B | $1.5B | ||
| Q2 25 | $2.5B | $1.5B | ||
| Q1 25 | $1.8B | $1.4B | ||
| Q4 24 | $1.8B | $1.5B | ||
| Q3 24 | $1.8B | $1.5B | ||
| Q2 24 | $1.8B | $1.5B | ||
| Q1 24 | $1.8B | $1.5B |
| 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 | $22.4M |
| Free Cash FlowOCF − Capex | $63.0M | $12.2M |
| FCF MarginFCF / Revenue | 21.7% | 7.1% |
| Capex IntensityCapex / Revenue | 2.0% | 5.9% |
| Cash ConversionOCF / Net Profit | 2.40× | — |
| TTM Free Cash FlowTrailing 4 quarters | $239.6M | $65.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $68.9M | $22.4M | ||
| Q3 25 | $109.9M | $28.9M | ||
| Q2 25 | $73.7M | $25.8M | ||
| Q1 25 | $24.1M | $17.3M | ||
| Q4 24 | $34.2M | $5.2M | ||
| Q3 24 | $72.1M | $5.0M | ||
| Q2 24 | $36.2M | $-4.9M | ||
| Q1 24 | $10.5M | $11.1M |
| Q4 25 | $63.0M | $12.2M | ||
| Q3 25 | $97.8M | $22.9M | ||
| Q2 25 | $64.9M | $15.9M | ||
| Q1 25 | $14.0M | $14.7M | ||
| Q4 24 | $29.0M | $251.0K | ||
| Q3 24 | $60.9M | $3.0M | ||
| Q2 24 | $27.6M | $-6.7M | ||
| Q1 24 | $2.0M | $9.5M |
| Q4 25 | 21.7% | 7.1% | ||
| Q3 25 | 34.1% | 14.5% | ||
| Q2 25 | 21.9% | 10.7% | ||
| Q1 25 | 5.3% | 10.2% | ||
| Q4 24 | 11.7% | 0.2% | ||
| Q3 24 | 20.4% | 2.2% | ||
| Q2 24 | 10.6% | -5.1% | ||
| Q1 24 | 0.8% | 7.1% |
| Q4 25 | 2.0% | 5.9% | ||
| Q3 25 | 4.2% | 3.8% | ||
| Q2 25 | 3.0% | 6.6% | ||
| Q1 25 | 3.8% | 1.8% | ||
| Q4 24 | 2.1% | 3.5% | ||
| Q3 24 | 3.8% | 1.5% | ||
| Q2 24 | 3.3% | 1.3% | ||
| Q1 24 | 3.4% | 1.2% |
| 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% |
FSLY
| Network Services | $130.8M | 76% |
| Security | $35.4M | 21% |
| Other | $6.4M | 4% |
