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Side-by-side financial comparison of ESCO TECHNOLOGIES INC (ESE) and Gogo Inc. (GOGO). Click either name above to swap in a different company.
ESCO TECHNOLOGIES INC is the larger business by last-quarter revenue ($289.7M vs $230.6M, roughly 1.3× Gogo Inc.). ESCO TECHNOLOGIES INC runs the higher net margin — 9.9% vs -4.3%, a 14.2% gap on every dollar of revenue. On growth, Gogo Inc. posted the faster year-over-year revenue change (67.3% vs 17.3%). ESCO TECHNOLOGIES INC produced more free cash flow last quarter ($63.0M vs $-25.4M). Over the past eight quarters, Gogo Inc.'s revenue compounded faster (48.7% CAGR vs 7.8%).
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
Gogo Inc. is an American provider of in-flight broadband Internet service and other connectivity services for business aircraft, headquartered in Broomfield, Colorado. Through its Gogo LLC subsidiary, Gogo previously provided in-flight WiFi to 17 airlines until the Commercial Air business was sold to Intelsat for $400 million in December 2020. According to Gogo, over 2,500 commercial aircraft and 6,600 business aircraft have been equipped with its onboard Wi-Fi services. The company is the de...
ESE vs GOGO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $289.7M | $230.6M |
| Net Profit | $28.7M | $-10.0M |
| Gross Margin | 41.4% | — |
| Operating Margin | 13.2% | 6.2% |
| Net Margin | 9.9% | -4.3% |
| Revenue YoY | 17.3% | 67.3% |
| Net Profit YoY | 22.2% | 64.6% |
| EPS (diluted) | $1.11 | $-0.08 |
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 | $230.6M | ||
| Q3 25 | $286.5M | $223.6M | ||
| Q2 25 | $296.3M | $226.0M | ||
| Q1 25 | $265.5M | $230.3M | ||
| Q4 24 | $247.0M | $137.8M | ||
| Q3 24 | $298.5M | $100.5M | ||
| Q2 24 | $260.8M | $102.1M | ||
| Q1 24 | $249.1M | $104.3M |
| Q4 25 | $28.7M | $-10.0M | ||
| Q3 25 | $218.7M | $-1.9M | ||
| Q2 25 | $26.1M | $12.8M | ||
| Q1 25 | $31.0M | $12.0M | ||
| Q4 24 | $23.5M | $-28.2M | ||
| Q3 24 | $34.3M | $10.6M | ||
| Q2 24 | $29.2M | $839.0K | ||
| Q1 24 | $23.2M | $30.5M |
| Q4 25 | 41.4% | — | ||
| Q3 25 | 45.9% | — | ||
| Q2 25 | 41.2% | 87.8% | ||
| Q1 25 | 41.1% | 87.3% | ||
| Q4 24 | 39.8% | — | ||
| Q3 24 | 40.1% | — | ||
| Q2 24 | 39.6% | — | ||
| Q1 24 | 38.8% | — |
| Q4 25 | 13.2% | 6.2% | ||
| Q3 25 | 17.2% | 12.9% | ||
| Q2 25 | 11.2% | 15.9% | ||
| Q1 25 | 15.3% | 15.3% | ||
| Q4 24 | 11.4% | -17.5% | ||
| Q3 24 | 14.8% | 19.0% | ||
| Q2 24 | 14.3% | 21.2% | ||
| Q1 24 | 11.7% | 33.2% |
| Q4 25 | 9.9% | -4.3% | ||
| Q3 25 | 76.3% | -0.9% | ||
| Q2 25 | 8.8% | 5.7% | ||
| Q1 25 | 11.7% | 5.2% | ||
| Q4 24 | 9.5% | -20.5% | ||
| Q3 24 | 11.5% | 10.6% | ||
| Q2 24 | 11.2% | 0.8% | ||
| Q1 24 | 9.3% | 29.2% |
| Q4 25 | $1.11 | $-0.08 | ||
| Q3 25 | $8.43 | $-0.01 | ||
| Q2 25 | $1.01 | $0.09 | ||
| Q1 25 | $1.20 | $0.09 | ||
| Q4 24 | $0.91 | $-0.22 | ||
| Q3 24 | $1.32 | $0.08 | ||
| Q2 24 | $1.13 | $0.01 | ||
| Q1 24 | $0.90 | $0.23 |
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 | $125.2M |
| Total DebtLower is stronger | $145.5M | — |
| Stockholders' EquityBook value | $1.6B | $101.1M |
| Total Assets | $2.4B | $1.3B |
| Debt / EquityLower = less leverage | 0.09× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $103.8M | $125.2M | ||
| Q3 25 | $101.3M | $133.6M | ||
| Q2 25 | $78.7M | $102.1M | ||
| Q1 25 | $57.4M | $70.3M | ||
| Q4 24 | $71.3M | $41.8M | ||
| Q3 24 | $66.0M | $176.7M | ||
| Q2 24 | $63.0M | $161.6M | ||
| Q1 24 | $59.4M | $152.8M |
| 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 | $101.1M | ||
| Q3 25 | $1.5B | $107.0M | ||
| Q2 25 | $1.3B | $102.8M | ||
| Q1 25 | $1.3B | $82.9M | ||
| Q4 24 | $1.2B | $69.3M | ||
| Q3 24 | $1.2B | $52.7M | ||
| Q2 24 | $1.2B | $52.0M | ||
| Q1 24 | $1.2B | $62.4M |
| Q4 25 | $2.4B | $1.3B | ||
| Q3 25 | $2.4B | $1.3B | ||
| Q2 25 | $2.5B | $1.3B | ||
| Q1 25 | $1.8B | $1.2B | ||
| Q4 24 | $1.8B | $1.2B | ||
| Q3 24 | $1.8B | $810.7M | ||
| Q2 24 | $1.8B | $802.7M | ||
| Q1 24 | $1.8B | $809.0M |
| 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 | $8.5M |
| Free Cash FlowOCF − Capex | $63.0M | $-25.4M |
| FCF MarginFCF / Revenue | 21.7% | -11.0% |
| Capex IntensityCapex / Revenue | 2.0% | 14.7% |
| Cash ConversionOCF / Net Profit | 2.40× | — |
| TTM Free Cash FlowTrailing 4 quarters | $239.6M | $65.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $68.9M | $8.5M | ||
| Q3 25 | $109.9M | $46.8M | ||
| Q2 25 | $73.7M | $36.7M | ||
| Q1 25 | $24.1M | $32.5M | ||
| Q4 24 | $34.2M | $-38.3M | ||
| Q3 24 | $72.1M | $25.1M | ||
| Q2 24 | $36.2M | $24.9M | ||
| Q1 24 | $10.5M | $29.7M |
| Q4 25 | $63.0M | $-25.4M | ||
| Q3 25 | $97.8M | $27.3M | ||
| Q2 25 | $64.9M | $33.5M | ||
| Q1 25 | $14.0M | $29.7M | ||
| Q4 24 | $29.0M | $-42.6M | ||
| Q3 24 | $60.9M | $20.7M | ||
| Q2 24 | $27.6M | $21.6M | ||
| Q1 24 | $2.0M | $28.2M |
| Q4 25 | 21.7% | -11.0% | ||
| Q3 25 | 34.1% | 12.2% | ||
| Q2 25 | 21.9% | 14.8% | ||
| Q1 25 | 5.3% | 12.9% | ||
| Q4 24 | 11.7% | -30.9% | ||
| Q3 24 | 20.4% | 20.6% | ||
| Q2 24 | 10.6% | 21.1% | ||
| Q1 24 | 0.8% | 27.0% |
| Q4 25 | 2.0% | 14.7% | ||
| Q3 25 | 4.2% | 8.7% | ||
| Q2 25 | 3.0% | 1.4% | ||
| Q1 25 | 3.8% | 1.2% | ||
| Q4 24 | 2.1% | 3.1% | ||
| Q3 24 | 3.8% | 4.4% | ||
| Q2 24 | 3.3% | 3.3% | ||
| Q1 24 | 3.4% | 1.4% |
| Q4 25 | 2.40× | — | ||
| Q3 25 | 0.50× | — | ||
| Q2 25 | 2.83× | 2.87× | ||
| Q1 25 | 0.78× | 2.70× | ||
| Q4 24 | 1.46× | — | ||
| Q3 24 | 2.10× | 2.36× | ||
| Q2 24 | 1.24× | 29.74× | ||
| Q1 24 | 0.45× | 0.97× |
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% |
GOGO
| Services | $191.9M | 83% |
| Products | $38.7M | 17% |
| Fcc Reimbursement Program | $2.0M | 1% |
