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Side-by-side financial comparison of ESCO TECHNOLOGIES INC (ESE) and National Storage Affiliates Trust (NSA). Click either name above to swap in a different company.
ESCO TECHNOLOGIES INC is the larger business by last-quarter revenue ($289.7M vs $187.0M, roughly 1.5× National Storage Affiliates Trust). National Storage Affiliates Trust runs the higher net margin — 12.2% vs 9.9%, a 2.3% gap on every dollar of revenue. On growth, ESCO TECHNOLOGIES INC posted the faster year-over-year revenue change (17.3% vs -1.6%). National Storage Affiliates Trust produced more free cash flow last quarter ($299.8M vs $63.0M). Over the past eight quarters, ESCO TECHNOLOGIES INC's revenue compounded faster (7.8% CAGR vs -2.4%).
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
National Storage Affiliates Trust is a U.S.-headquartered real estate investment trust focused on self-storage assets. It owns, operates and acquires self-storage facilities across dozens of U.S. states, offering secure storage solutions for residential and commercial customers.
ESE vs NSA — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $289.7M | $187.0M |
| Net Profit | $28.7M | $22.9M |
| Gross Margin | 41.4% | 72.5% |
| Operating Margin | 13.2% | 20.2% |
| Net Margin | 9.9% | 12.2% |
| Revenue YoY | 17.3% | -1.6% |
| Net Profit YoY | 22.2% | 36.8% |
| EPS (diluted) | $1.11 | $0.23 |
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 | $187.0M | ||
| Q3 25 | $286.5M | $188.7M | ||
| Q2 25 | $296.3M | $188.8M | ||
| Q1 25 | $265.5M | $188.4M | ||
| Q4 24 | $247.0M | $190.1M | ||
| Q3 24 | $298.5M | $193.6M | ||
| Q2 24 | $260.8M | $190.4M | ||
| Q1 24 | $249.1M | $196.1M |
| Q4 25 | $28.7M | $22.9M | ||
| Q3 25 | $218.7M | $18.4M | ||
| Q2 25 | $26.1M | $19.5M | ||
| Q1 25 | $31.0M | $13.0M | ||
| Q4 24 | $23.5M | $16.7M | ||
| Q3 24 | $34.3M | $18.7M | ||
| Q2 24 | $29.2M | $17.1M | ||
| Q1 24 | $23.2M | $59.0M |
| Q4 25 | 41.4% | 72.5% | ||
| Q3 25 | 45.9% | 70.7% | ||
| Q2 25 | 41.2% | 70.5% | ||
| Q1 25 | 41.1% | 70.7% | ||
| Q4 24 | 39.8% | 72.5% | ||
| Q3 24 | 40.1% | 72.8% | ||
| Q2 24 | 39.6% | 72.6% | ||
| Q1 24 | 38.8% | 72.1% |
| Q4 25 | 13.2% | 20.2% | ||
| Q3 25 | 17.2% | 15.8% | ||
| Q2 25 | 11.2% | 16.5% | ||
| Q1 25 | 15.3% | 11.0% | ||
| Q4 24 | 11.4% | 14.5% | ||
| Q3 24 | 14.8% | 15.8% | ||
| Q2 24 | 14.3% | 17.2% | ||
| Q1 24 | 11.7% | 48.9% |
| Q4 25 | 9.9% | 12.2% | ||
| Q3 25 | 76.3% | 9.8% | ||
| Q2 25 | 8.8% | 10.3% | ||
| Q1 25 | 11.7% | 6.9% | ||
| Q4 24 | 9.5% | 8.8% | ||
| Q3 24 | 11.5% | 9.7% | ||
| Q2 24 | 11.2% | 9.0% | ||
| Q1 24 | 9.3% | 30.1% |
| Q4 25 | $1.11 | $0.23 | ||
| Q3 25 | $8.43 | $0.17 | ||
| Q2 25 | $1.01 | $0.19 | ||
| Q1 25 | $1.20 | $0.10 | ||
| Q4 24 | $0.91 | $0.19 | ||
| Q3 24 | $1.32 | $0.18 | ||
| Q2 24 | $1.13 | $0.16 | ||
| Q1 24 | $0.90 | $0.65 |
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 | $23.3M |
| Total DebtLower is stronger | $145.5M | — |
| Stockholders' EquityBook value | $1.6B | $946.0M |
| Total Assets | $2.4B | $5.1B |
| Debt / EquityLower = less leverage | 0.09× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $103.8M | $23.3M | ||
| Q3 25 | $101.3M | $26.3M | ||
| Q2 25 | $78.7M | $26.1M | ||
| Q1 25 | $57.4M | $19.3M | ||
| Q4 24 | $71.3M | $50.4M | ||
| Q3 24 | $66.0M | $69.9M | ||
| Q2 24 | $63.0M | $59.0M | ||
| Q1 24 | $59.4M | $64.2M |
| 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 | $946.0M | ||
| Q3 25 | $1.5B | $973.1M | ||
| Q2 25 | $1.3B | $1.0B | ||
| Q1 25 | $1.3B | $1.0B | ||
| Q4 24 | $1.2B | $1.1B | ||
| Q3 24 | $1.2B | $986.9M | ||
| Q2 24 | $1.2B | $1.2B | ||
| Q1 24 | $1.2B | $1.3B |
| Q4 25 | $2.4B | $5.1B | ||
| Q3 25 | $2.4B | $5.1B | ||
| Q2 25 | $2.5B | $5.2B | ||
| Q1 25 | $1.8B | $5.3B | ||
| Q4 24 | $1.8B | $5.4B | ||
| Q3 24 | $1.8B | $5.4B | ||
| Q2 24 | $1.8B | $5.3B | ||
| Q1 24 | $1.8B | $5.4B |
| 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 | $338.5M |
| Free Cash FlowOCF − Capex | $63.0M | $299.8M |
| FCF MarginFCF / Revenue | 21.7% | 160.3% |
| Capex IntensityCapex / Revenue | 2.0% | 20.7% |
| Cash ConversionOCF / Net Profit | 2.40× | 14.79× |
| TTM Free Cash FlowTrailing 4 quarters | $239.6M | $541.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $68.9M | $338.5M | ||
| Q3 25 | $109.9M | $100.2M | ||
| Q2 25 | $73.7M | $79.9M | ||
| Q1 25 | $24.1M | $85.6M | ||
| Q4 24 | $34.2M | $363.1M | ||
| Q3 24 | $72.1M | $105.7M | ||
| Q2 24 | $36.2M | $83.2M | ||
| Q1 24 | $10.5M | $94.0M |
| Q4 25 | $63.0M | $299.8M | ||
| Q3 25 | $97.8M | $88.0M | ||
| Q2 25 | $64.9M | $73.8M | ||
| Q1 25 | $14.0M | $79.9M | ||
| Q4 24 | $29.0M | $344.4M | ||
| Q3 24 | $60.9M | $101.8M | ||
| Q2 24 | $27.6M | $79.5M | ||
| Q1 24 | $2.0M | $88.6M |
| Q4 25 | 21.7% | 160.3% | ||
| Q3 25 | 34.1% | 46.6% | ||
| Q2 25 | 21.9% | 39.1% | ||
| Q1 25 | 5.3% | 42.4% | ||
| Q4 24 | 11.7% | 181.2% | ||
| Q3 24 | 20.4% | 52.6% | ||
| Q2 24 | 10.6% | 41.7% | ||
| Q1 24 | 0.8% | 45.2% |
| Q4 25 | 2.0% | 20.7% | ||
| Q3 25 | 4.2% | 6.5% | ||
| Q2 25 | 3.0% | 3.2% | ||
| Q1 25 | 3.8% | 3.0% | ||
| Q4 24 | 2.1% | 9.8% | ||
| Q3 24 | 3.8% | 2.0% | ||
| Q2 24 | 3.3% | 1.9% | ||
| Q1 24 | 3.4% | 2.7% |
| Q4 25 | 2.40× | 14.79× | ||
| Q3 25 | 0.50× | 5.44× | ||
| Q2 25 | 2.83× | 4.10× | ||
| Q1 25 | 0.78× | 6.59× | ||
| Q4 24 | 1.46× | 21.70× | ||
| Q3 24 | 2.10× | 5.65× | ||
| Q2 24 | 1.24× | 4.88× | ||
| Q1 24 | 0.45× | 1.59× |
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% |
NSA
Segment breakdown not available.
