vs
Side-by-side financial comparison of ESCO TECHNOLOGIES INC (ESE) and Gaming & Leisure Properties, Inc. (GLPI). Click either name above to swap in a different company.
Gaming & Leisure Properties, Inc. is the larger business by last-quarter revenue ($420.0M vs $289.7M, roughly 1.4× ESCO TECHNOLOGIES INC). Gaming & Leisure Properties, Inc. runs the higher net margin — 57.0% vs 9.9%, a 47.1% gap on every dollar of revenue. On growth, ESCO TECHNOLOGIES INC posted the faster year-over-year revenue change (17.3% vs 6.3%). Over the past eight quarters, ESCO TECHNOLOGIES INC's revenue compounded faster (7.8% CAGR vs 5.0%).
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
Gaming and Leisure Properties, Inc. is a real estate investment trust (REIT) specializing in casino properties, based in Wyomissing, Pennsylvania. It was formed in November 2013 as a corporate spin-off from Penn National Gaming. The company owns 62 casino properties, all of which are leased to other companies.
ESE vs GLPI — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $289.7M | $420.0M |
| Net Profit | $28.7M | $239.4M |
| Gross Margin | 41.4% | — |
| Operating Margin | 13.2% | 79.4% |
| Net Margin | 9.9% | 57.0% |
| Revenue YoY | 17.3% | 6.3% |
| Net Profit YoY | 22.2% | 40.5% |
| EPS (diluted) | $1.11 | — |
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 | — | $420.0M | ||
| Q4 25 | $289.7M | $407.0M | ||
| Q3 25 | $286.5M | $397.6M | ||
| Q2 25 | $296.3M | $394.9M | ||
| Q1 25 | $265.5M | $395.2M | ||
| Q4 24 | $247.0M | $389.6M | ||
| Q3 24 | $298.5M | $385.3M | ||
| Q2 24 | $260.8M | $380.6M |
| Q1 26 | — | $239.4M | ||
| Q4 25 | $28.7M | $275.4M | ||
| Q3 25 | $218.7M | $241.2M | ||
| Q2 25 | $26.1M | $151.4M | ||
| Q1 25 | $31.0M | $165.2M | ||
| Q4 24 | $23.5M | $223.6M | ||
| Q3 24 | $34.3M | $184.7M | ||
| Q2 24 | $29.2M | $208.3M |
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | — | ||
| Q3 25 | 45.9% | — | ||
| Q2 25 | 41.2% | — | ||
| Q1 25 | 41.1% | — | ||
| Q4 24 | 39.8% | — | ||
| Q3 24 | 40.1% | — | ||
| Q2 24 | 39.6% | — |
| Q1 26 | — | 79.4% | ||
| Q4 25 | 13.2% | 89.3% | ||
| Q3 25 | 17.2% | 84.8% | ||
| Q2 25 | 11.2% | 61.3% | ||
| Q1 25 | 15.3% | 65.5% | ||
| Q4 24 | 11.4% | 79.1% | ||
| Q3 24 | 14.8% | 70.4% | ||
| Q2 24 | 14.3% | 77.1% |
| Q1 26 | — | 57.0% | ||
| Q4 25 | 9.9% | 67.6% | ||
| Q3 25 | 76.3% | 60.7% | ||
| Q2 25 | 8.8% | 38.4% | ||
| Q1 25 | 11.7% | 41.8% | ||
| Q4 24 | 9.5% | 57.4% | ||
| Q3 24 | 11.5% | 47.9% | ||
| Q2 24 | 11.2% | 54.7% |
| Q1 26 | — | — | ||
| Q4 25 | $1.11 | $0.96 | ||
| Q3 25 | $8.43 | $0.85 | ||
| Q2 25 | $1.01 | $0.54 | ||
| Q1 25 | $1.20 | $0.60 | ||
| Q4 24 | $0.91 | $0.79 | ||
| Q3 24 | $1.32 | $0.67 | ||
| Q2 24 | $1.13 | $0.77 |
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 | $274.5M |
| Total DebtLower is stronger | $145.5M | — |
| Stockholders' EquityBook value | $1.6B | $5.0B |
| Total Assets | $2.4B | $13.8B |
| Debt / EquityLower = less leverage | 0.09× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $274.5M | ||
| Q4 25 | $103.8M | — | ||
| Q3 25 | $101.3M | — | ||
| Q2 25 | $78.7M | — | ||
| Q1 25 | $57.4M | — | ||
| Q4 24 | $71.3M | $560.8M | ||
| Q3 24 | $66.0M | $560.8M | ||
| Q2 24 | $63.0M | $560.8M |
| Q1 26 | — | — | ||
| Q4 25 | $145.5M | $7.2B | ||
| Q3 25 | $186.0M | $7.2B | ||
| Q2 25 | $525.0M | $6.9B | ||
| Q1 25 | $88.0M | $6.9B | ||
| Q4 24 | $112.0M | $7.7B | ||
| Q3 24 | $122.0M | $7.4B | ||
| Q2 24 | $173.0M | $6.6B |
| Q1 26 | — | $5.0B | ||
| Q4 25 | $1.6B | $4.6B | ||
| Q3 25 | $1.5B | $4.6B | ||
| Q2 25 | $1.3B | $4.6B | ||
| Q1 25 | $1.3B | $4.2B | ||
| Q4 24 | $1.2B | $4.3B | ||
| Q3 24 | $1.2B | $4.3B | ||
| Q2 24 | $1.2B | $4.1B |
| Q1 26 | — | $13.8B | ||
| Q4 25 | $2.4B | $12.9B | ||
| Q3 25 | $2.4B | $12.8B | ||
| Q2 25 | $2.5B | $12.5B | ||
| Q1 25 | $1.8B | $12.1B | ||
| Q4 24 | $1.8B | $13.1B | ||
| Q3 24 | $1.8B | $12.7B | ||
| Q2 24 | $1.8B | $11.8B |
| Q1 26 | — | — | ||
| Q4 25 | 0.09× | 1.56× | ||
| Q3 25 | 0.12× | 1.57× | ||
| Q2 25 | 0.40× | 1.51× | ||
| Q1 25 | 0.07× | 1.63× | ||
| Q4 24 | 0.09× | 1.81× | ||
| Q3 24 | 0.10× | 1.74× | ||
| Q2 24 | 0.14× | 1.60× |
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 | — |
| FCF MarginFCF / Revenue | 21.7% | — |
| Capex IntensityCapex / Revenue | 2.0% | — |
| Cash ConversionOCF / Net Profit | 2.40× | — |
| TTM Free Cash FlowTrailing 4 quarters | $239.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $68.9M | $1.1B | ||
| Q3 25 | $109.9M | $240.3M | ||
| Q2 25 | $73.7M | $293.4M | ||
| Q1 25 | $24.1M | $252.5M | ||
| Q4 24 | $34.2M | $1.1B | ||
| Q3 24 | $72.1M | $270.4M | ||
| Q2 24 | $36.2M | $252.1M |
| Q1 26 | — | — | ||
| Q4 25 | $63.0M | — | ||
| Q3 25 | $97.8M | $183.0M | ||
| Q2 25 | $64.9M | $272.3M | ||
| Q1 25 | $14.0M | $239.6M | ||
| Q4 24 | $29.0M | $1.1B | ||
| Q3 24 | $60.9M | $261.5M | ||
| Q2 24 | $27.6M | $245.0M |
| Q1 26 | — | — | ||
| Q4 25 | 21.7% | — | ||
| Q3 25 | 34.1% | 46.0% | ||
| Q2 25 | 21.9% | 69.0% | ||
| Q1 25 | 5.3% | 60.6% | ||
| Q4 24 | 11.7% | 275.3% | ||
| Q3 24 | 20.4% | 67.9% | ||
| Q2 24 | 10.6% | 64.4% |
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | — | ||
| Q3 25 | 4.2% | 14.4% | ||
| Q2 25 | 3.0% | 5.3% | ||
| Q1 25 | 3.8% | 3.3% | ||
| Q4 24 | 2.1% | 0.0% | ||
| Q3 24 | 3.8% | 2.3% | ||
| Q2 24 | 3.3% | 1.9% |
| Q1 26 | — | — | ||
| Q4 25 | 2.40× | 4.10× | ||
| Q3 25 | 0.50× | 1.00× | ||
| Q2 25 | 2.83× | 1.94× | ||
| Q1 25 | 0.78× | 1.53× | ||
| Q4 24 | 1.46× | 4.80× | ||
| Q3 24 | 2.10× | 1.46× | ||
| Q2 24 | 1.24× | 1.21× |
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% |
GLPI
Segment breakdown not available.
