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Side-by-side financial comparison of ESCO TECHNOLOGIES INC (ESE) and Frontdoor, Inc. (FTDR). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($451.0M vs $289.7M, roughly 1.6× ESCO TECHNOLOGIES INC). ESCO TECHNOLOGIES INC runs the higher net margin — 9.9% vs 9.1%, a 0.8% gap on every dollar of revenue. On growth, ESCO TECHNOLOGIES INC posted the faster year-over-year revenue change (17.3% vs 5.9%). Frontdoor, Inc. produced more free cash flow last quarter ($114.0M vs $63.0M). Over the past eight quarters, ESCO TECHNOLOGIES INC's revenue compounded faster (7.8% CAGR vs -8.8%).
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
Frontdoor, Inc. operates a leading U.S.-focused home services and protection platform. It offers customizable home warranty plans covering repairs and replacements for household appliances, HVAC, plumbing, and electrical systems, plus on-demand access to a network of pre-vetted local service professionals for residential maintenance and repairs.
ESE vs FTDR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $289.7M | $451.0M |
| Net Profit | $28.7M | $41.0M |
| Gross Margin | 41.4% | 55.0% |
| Operating Margin | 13.2% | — |
| Net Margin | 9.9% | 9.1% |
| Revenue YoY | 17.3% | 5.9% |
| Net Profit YoY | 22.2% | 10.8% |
| EPS (diluted) | $1.11 | $0.57 |
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.
| Q1 26 | — | $451.0M | ||
| Q4 25 | $289.7M | $432.0M | ||
| Q3 25 | $286.5M | $618.0M | ||
| Q2 25 | $296.3M | $617.0M | ||
| Q1 25 | $265.5M | $426.0M | ||
| Q4 24 | $247.0M | $383.0M | ||
| Q3 24 | $298.5M | $540.0M | ||
| Q2 24 | $260.8M | $542.0M |
| Q1 26 | — | $41.0M | ||
| Q4 25 | $28.7M | $1.0M | ||
| Q3 25 | $218.7M | $106.0M | ||
| Q2 25 | $26.1M | $111.0M | ||
| Q1 25 | $31.0M | $37.0M | ||
| Q4 24 | $23.5M | $9.0M | ||
| Q3 24 | $34.3M | $100.0M | ||
| Q2 24 | $29.2M | $92.0M |
| Q1 26 | — | 55.0% | ||
| Q4 25 | 41.4% | 49.3% | ||
| Q3 25 | 45.9% | 57.1% | ||
| Q2 25 | 41.2% | 57.7% | ||
| Q1 25 | 41.1% | 55.2% | ||
| Q4 24 | 39.8% | 48.0% | ||
| Q3 24 | 40.1% | 56.7% | ||
| Q2 24 | 39.6% | 56.5% |
| Q1 26 | — | — | ||
| Q4 25 | 13.2% | 0.5% | ||
| Q3 25 | 17.2% | 23.0% | ||
| Q2 25 | 11.2% | 23.7% | ||
| Q1 25 | 15.3% | 11.3% | ||
| Q4 24 | 11.4% | 1.6% | ||
| Q3 24 | 14.8% | 24.8% | ||
| Q2 24 | 14.3% | 22.9% |
| Q1 26 | — | 9.1% | ||
| Q4 25 | 9.9% | 0.2% | ||
| Q3 25 | 76.3% | 17.2% | ||
| Q2 25 | 8.8% | 18.0% | ||
| Q1 25 | 11.7% | 8.7% | ||
| Q4 24 | 9.5% | 2.3% | ||
| Q3 24 | 11.5% | 18.5% | ||
| Q2 24 | 11.2% | 17.0% |
| Q1 26 | — | $0.57 | ||
| Q4 25 | $1.11 | $0.03 | ||
| Q3 25 | $8.43 | $1.42 | ||
| Q2 25 | $1.01 | $1.48 | ||
| Q1 25 | $1.20 | $0.49 | ||
| Q4 24 | $0.91 | $0.10 | ||
| Q3 24 | $1.32 | $1.30 | ||
| Q2 24 | $1.13 | $1.18 |
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 | $603.0M |
| Total DebtLower is stronger | $145.5M | $1.2B |
| Stockholders' EquityBook value | $1.6B | $230.0M |
| Total Assets | $2.4B | $2.2B |
| Debt / EquityLower = less leverage | 0.09× | 5.07× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $603.0M | ||
| Q4 25 | $103.8M | $566.0M | ||
| Q3 25 | $101.3M | $563.0M | ||
| Q2 25 | $78.7M | $562.0M | ||
| Q1 25 | $57.4M | $506.0M | ||
| Q4 24 | $71.3M | $436.0M | ||
| Q3 24 | $66.0M | $375.0M | ||
| Q2 24 | $63.0M | $419.0M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $145.5M | $1.1B | ||
| Q3 25 | $186.0M | $1.2B | ||
| Q2 25 | $525.0M | $1.2B | ||
| Q1 25 | $88.0M | $1.2B | ||
| Q4 24 | $112.0M | $1.2B | ||
| Q3 24 | $122.0M | $565.0M | ||
| Q2 24 | $173.0M | $569.0M |
| Q1 26 | — | $230.0M | ||
| Q4 25 | $1.6B | $242.0M | ||
| Q3 25 | $1.5B | $316.0M | ||
| Q2 25 | $1.3B | $254.0M | ||
| Q1 25 | $1.3B | $198.0M | ||
| Q4 24 | $1.2B | $239.0M | ||
| Q3 24 | $1.2B | $261.0M | ||
| Q2 24 | $1.2B | $214.0M |
| Q1 26 | — | $2.2B | ||
| Q4 25 | $2.4B | $2.1B | ||
| Q3 25 | $2.4B | $2.2B | ||
| Q2 25 | $2.5B | $2.2B | ||
| Q1 25 | $1.8B | $2.1B | ||
| Q4 24 | $1.8B | $2.1B | ||
| Q3 24 | $1.8B | $1.2B | ||
| Q2 24 | $1.8B | $1.2B |
| Q1 26 | — | 5.07× | ||
| Q4 25 | 0.09× | 4.73× | ||
| Q3 25 | 0.12× | 3.64× | ||
| Q2 25 | 0.40× | 4.56× | ||
| Q1 25 | 0.07× | 5.88× | ||
| Q4 24 | 0.09× | 4.90× | ||
| Q3 24 | 0.10× | 2.16× | ||
| Q2 24 | 0.14× | 2.66× |
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 | — |
| Free Cash FlowOCF − Capex | $63.0M | $114.0M |
| FCF MarginFCF / Revenue | 21.7% | 25.3% |
| Capex IntensityCapex / Revenue | 2.0% | — |
| Cash ConversionOCF / Net Profit | 2.40× | — |
| TTM Free Cash FlowTrailing 4 quarters | $239.6M | $387.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $68.9M | $101.0M | ||
| Q3 25 | $109.9M | $64.0M | ||
| Q2 25 | $73.7M | $127.0M | ||
| Q1 25 | $24.1M | $124.0M | ||
| Q4 24 | $34.2M | $58.0M | ||
| Q3 24 | $72.1M | $25.0M | ||
| Q2 24 | $36.2M | $103.0M |
| Q1 26 | — | $114.0M | ||
| Q4 25 | $63.0M | $95.0M | ||
| Q3 25 | $97.8M | $58.0M | ||
| Q2 25 | $64.9M | $120.0M | ||
| Q1 25 | $14.0M | $117.0M | ||
| Q4 24 | $29.0M | $50.0M | ||
| Q3 24 | $60.9M | $16.0M | ||
| Q2 24 | $27.6M | $91.0M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | 21.7% | 22.0% | ||
| Q3 25 | 34.1% | 9.4% | ||
| Q2 25 | 21.9% | 19.4% | ||
| Q1 25 | 5.3% | 27.5% | ||
| Q4 24 | 11.7% | 13.1% | ||
| Q3 24 | 20.4% | 3.0% | ||
| Q2 24 | 10.6% | 16.8% |
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 1.4% | ||
| Q3 25 | 4.2% | 1.0% | ||
| Q2 25 | 3.0% | 1.1% | ||
| Q1 25 | 3.8% | 1.6% | ||
| Q4 24 | 2.1% | 2.1% | ||
| Q3 24 | 3.8% | 1.7% | ||
| Q2 24 | 3.3% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | 2.40× | 101.00× | ||
| Q3 25 | 0.50× | 0.60× | ||
| Q2 25 | 2.83× | 1.14× | ||
| Q1 25 | 0.78× | 3.35× | ||
| Q4 24 | 1.46× | 6.44× | ||
| Q3 24 | 2.10× | 0.25× | ||
| Q2 24 | 1.24× | 1.12× |
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% |
FTDR
Segment breakdown not available.
