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Side-by-side financial comparison of ESCO TECHNOLOGIES INC (ESE) and Kimco Realty (KIM). Click either name above to swap in a different company.
Kimco Realty is the larger business by last-quarter revenue ($558.0M vs $289.7M, roughly 1.9× ESCO TECHNOLOGIES INC). Kimco Realty runs the higher net margin — 29.8% vs 9.9%, a 19.9% gap on every dollar of revenue. On growth, ESCO TECHNOLOGIES INC posted the faster year-over-year revenue change (17.3% vs 4.0%). Over the past eight quarters, ESCO TECHNOLOGIES INC's revenue compounded faster (7.8% CAGR vs 5.6%).
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
ESE vs KIM — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $289.7M | $558.0M |
| Net Profit | $28.7M | $166.3M |
| Gross Margin | 41.4% | — |
| Operating Margin | 13.2% | 37.2% |
| Net Margin | 9.9% | 29.8% |
| Revenue YoY | 17.3% | 4.0% |
| Net Profit YoY | 22.2% | 23.7% |
| EPS (diluted) | $1.11 | $0.46 |
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 | — | $558.0M | ||
| Q4 25 | $289.7M | $542.5M | ||
| Q3 25 | $286.5M | $535.9M | ||
| Q2 25 | $296.3M | $525.2M | ||
| Q1 25 | $265.5M | $536.6M | ||
| Q4 24 | $247.0M | $525.4M | ||
| Q3 24 | $298.5M | $507.6M | ||
| Q2 24 | $260.8M | $500.2M |
| Q1 26 | — | $166.3M | ||
| Q4 25 | $28.7M | $151.2M | ||
| Q3 25 | $218.7M | $137.8M | ||
| Q2 25 | $26.1M | $163.0M | ||
| Q1 25 | $31.0M | $132.8M | ||
| Q4 24 | $23.5M | $166.0M | ||
| Q3 24 | $34.3M | $136.0M | ||
| Q2 24 | $29.2M | $119.7M |
| 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 | — | 37.2% | ||
| Q4 25 | 13.2% | 36.4% | ||
| Q3 25 | 17.2% | 34.9% | ||
| Q2 25 | 11.2% | 39.2% | ||
| Q1 25 | 15.3% | 33.6% | ||
| Q4 24 | 11.4% | 31.7% | ||
| Q3 24 | 14.8% | 33.7% | ||
| Q2 24 | 14.3% | 32.1% |
| Q1 26 | — | 29.8% | ||
| Q4 25 | 9.9% | 27.9% | ||
| Q3 25 | 76.3% | 25.7% | ||
| Q2 25 | 8.8% | 31.0% | ||
| Q1 25 | 11.7% | 24.8% | ||
| Q4 24 | 9.5% | 31.6% | ||
| Q3 24 | 11.5% | 26.8% | ||
| Q2 24 | 11.2% | 23.9% |
| Q1 26 | — | $0.46 | ||
| Q4 25 | $1.11 | — | ||
| Q3 25 | $8.43 | — | ||
| Q2 25 | $1.01 | — | ||
| Q1 25 | $1.20 | — | ||
| Q4 24 | $0.91 | — | ||
| Q3 24 | $1.32 | — | ||
| Q2 24 | $1.13 | — |
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 | — |
| Total DebtLower is stronger | $145.5M | — |
| Stockholders' EquityBook value | $1.6B | $10.4B |
| Total Assets | $2.4B | $19.6B |
| Debt / EquityLower = less leverage | 0.09× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $103.8M | $211.6M | ||
| Q3 25 | $101.3M | $159.3M | ||
| Q2 25 | $78.7M | $226.6M | ||
| Q1 25 | $57.4M | $131.3M | ||
| Q4 24 | $71.3M | $688.6M | ||
| Q3 24 | $66.0M | $789.0M | ||
| Q2 24 | $63.0M | $126.4M |
| Q1 26 | — | — | ||
| Q4 25 | $145.5M | $7.7B | ||
| Q3 25 | $186.0M | — | ||
| Q2 25 | $525.0M | — | ||
| Q1 25 | $88.0M | — | ||
| Q4 24 | $112.0M | $8.0B | ||
| Q3 24 | $122.0M | — | ||
| Q2 24 | $173.0M | — |
| Q1 26 | — | $10.4B | ||
| Q4 25 | $1.6B | $10.4B | ||
| Q3 25 | $1.5B | $10.5B | ||
| Q2 25 | $1.3B | $10.5B | ||
| Q1 25 | $1.3B | $10.6B | ||
| Q4 24 | $1.2B | $10.7B | ||
| Q3 24 | $1.2B | $10.5B | ||
| Q2 24 | $1.2B | $10.6B |
| Q1 26 | — | $19.6B | ||
| Q4 25 | $2.4B | $19.7B | ||
| Q3 25 | $2.4B | $19.9B | ||
| Q2 25 | $2.5B | $19.8B | ||
| Q1 25 | $1.8B | $19.7B | ||
| Q4 24 | $1.8B | $20.3B | ||
| Q3 24 | $1.8B | $20.1B | ||
| Q2 24 | $1.8B | $19.5B |
| Q1 26 | — | — | ||
| Q4 25 | 0.09× | 0.74× | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | 0.40× | — | ||
| Q1 25 | 0.07× | — | ||
| Q4 24 | 0.09× | 0.75× | ||
| Q3 24 | 0.10× | — | ||
| Q2 24 | 0.14× | — |
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 | $258.4M | ||
| Q3 25 | $109.9M | $332.4M | ||
| Q2 25 | $73.7M | $305.4M | ||
| Q1 25 | $24.1M | $223.8M | ||
| Q4 24 | $34.2M | $239.5M | ||
| Q3 24 | $72.1M | $295.9M | ||
| Q2 24 | $36.2M | $294.1M |
| Q1 26 | — | — | ||
| Q4 25 | $63.0M | — | ||
| Q3 25 | $97.8M | — | ||
| Q2 25 | $64.9M | — | ||
| Q1 25 | $14.0M | $205.4M | ||
| Q4 24 | $29.0M | — | ||
| Q3 24 | $60.9M | — | ||
| Q2 24 | $27.6M | — |
| Q1 26 | — | — | ||
| Q4 25 | 21.7% | — | ||
| Q3 25 | 34.1% | — | ||
| Q2 25 | 21.9% | — | ||
| Q1 25 | 5.3% | 38.3% | ||
| Q4 24 | 11.7% | — | ||
| Q3 24 | 20.4% | — | ||
| Q2 24 | 10.6% | — |
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 0.0% | ||
| Q3 25 | 4.2% | 0.0% | ||
| Q2 25 | 3.0% | 0.0% | ||
| Q1 25 | 3.8% | 3.4% | ||
| Q4 24 | 2.1% | — | ||
| Q3 24 | 3.8% | — | ||
| Q2 24 | 3.3% | — |
| Q1 26 | — | — | ||
| Q4 25 | 2.40× | 1.71× | ||
| Q3 25 | 0.50× | 2.41× | ||
| Q2 25 | 2.83× | 1.87× | ||
| Q1 25 | 0.78× | 1.69× | ||
| Q4 24 | 1.46× | 1.44× | ||
| Q3 24 | 2.10× | 2.18× | ||
| Q2 24 | 1.24× | 2.46× |
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% |
KIM
| Revenues from rental properties, net | $552.8M | 99% |
| Management and other fee income | $5.2M | 1% |
