vs
Side-by-side financial comparison of ESCO TECHNOLOGIES INC (ESE) and OPKO HEALTH, INC. (OPK). Click either name above to swap in a different company.
ESCO TECHNOLOGIES INC is the larger business by last-quarter revenue ($289.7M vs $148.5M, roughly 2.0× OPKO HEALTH, INC.). ESCO TECHNOLOGIES INC runs the higher net margin — 9.9% vs -21.1%, a 31.0% gap on every dollar of revenue. On growth, ESCO TECHNOLOGIES INC posted the faster year-over-year revenue change (17.3% vs -19.2%). ESCO TECHNOLOGIES INC produced more free cash flow last quarter ($63.0M vs $-28.6M). Over the past eight quarters, ESCO TECHNOLOGIES INC's revenue compounded faster (7.8% CAGR vs -7.5%).
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
OPKO Health, Inc. is a medical test and medication company focused on diagnostics and pharmaceuticals. The company is a publicly traded company on NASDAQ and TASE under the symbol "OPK".
ESE vs OPK — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $289.7M | $148.5M |
| Net Profit | $28.7M | $-31.3M |
| Gross Margin | 41.4% | 43.1% |
| Operating Margin | 13.2% | -25.8% |
| Net Margin | 9.9% | -21.1% |
| Revenue YoY | 17.3% | -19.2% |
| Net Profit YoY | 22.2% | -322.8% |
| EPS (diluted) | $1.11 | $-0.04 |
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 | $148.5M | ||
| Q3 25 | $286.5M | $151.7M | ||
| Q2 25 | $296.3M | $156.8M | ||
| Q1 25 | $265.5M | $150.0M | ||
| Q4 24 | $247.0M | $183.6M | ||
| Q3 24 | $298.5M | $173.6M | ||
| Q2 24 | $260.8M | $182.2M | ||
| Q1 24 | $249.1M | $173.7M |
| Q4 25 | $28.7M | $-31.3M | ||
| Q3 25 | $218.7M | $21.6M | ||
| Q2 25 | $26.1M | $-148.4M | ||
| Q1 25 | $31.0M | $-67.6M | ||
| Q4 24 | $23.5M | $14.0M | ||
| Q3 24 | $34.3M | $24.9M | ||
| Q2 24 | $29.2M | $-10.3M | ||
| Q1 24 | $23.2M | $-81.8M |
| Q4 25 | 41.4% | 43.1% | ||
| Q3 25 | 45.9% | 32.9% | ||
| Q2 25 | 41.2% | 31.5% | ||
| Q1 25 | 41.1% | 28.4% | ||
| Q4 24 | 39.8% | 46.1% | ||
| Q3 24 | 40.1% | 23.1% | ||
| Q2 24 | 39.6% | 28.4% | ||
| Q1 24 | 38.8% | 24.2% |
| Q4 25 | 13.2% | -25.8% | ||
| Q3 25 | 17.2% | 31.7% | ||
| Q2 25 | 11.2% | -38.3% | ||
| Q1 25 | 15.3% | -44.8% | ||
| Q4 24 | 11.4% | -18.0% | ||
| Q3 24 | 14.8% | 8.2% | ||
| Q2 24 | 14.3% | -33.9% | ||
| Q1 24 | 11.7% | -41.2% |
| Q4 25 | 9.9% | -21.1% | ||
| Q3 25 | 76.3% | 14.3% | ||
| Q2 25 | 8.8% | -94.7% | ||
| Q1 25 | 11.7% | -45.1% | ||
| Q4 24 | 9.5% | 7.6% | ||
| Q3 24 | 11.5% | 14.3% | ||
| Q2 24 | 11.2% | -5.7% | ||
| Q1 24 | 9.3% | -47.1% |
| Q4 25 | $1.11 | $-0.04 | ||
| Q3 25 | $8.43 | $0.03 | ||
| Q2 25 | $1.01 | $-0.19 | ||
| Q1 25 | $1.20 | $-0.10 | ||
| Q4 24 | $0.91 | $0.02 | ||
| Q3 24 | $1.32 | $0.03 | ||
| Q2 24 | $1.13 | $-0.01 | ||
| Q1 24 | $0.90 | $-0.12 |
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 | $364.4M |
| Total DebtLower is stronger | $145.5M | $344.0M |
| Stockholders' EquityBook value | $1.6B | $1.3B |
| Total Assets | $2.4B | $1.9B |
| Debt / EquityLower = less leverage | 0.09× | 0.27× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $103.8M | $364.4M | ||
| Q3 25 | $101.3M | $412.0M | ||
| Q2 25 | $78.7M | $267.3M | ||
| Q1 25 | $57.4M | $428.8M | ||
| Q4 24 | $71.3M | $426.6M | ||
| Q3 24 | $66.0M | $400.1M | ||
| Q2 24 | $63.0M | $40.6M | ||
| Q1 24 | $59.4M | $75.6M |
| Q4 25 | $145.5M | $344.0M | ||
| Q3 25 | $186.0M | $344.2M | ||
| Q2 25 | $525.0M | $343.3M | ||
| Q1 25 | $88.0M | $439.2M | ||
| Q4 24 | $112.0M | $437.2M | ||
| Q3 24 | $122.0M | $441.0M | ||
| Q2 24 | $173.0M | $201.9M | ||
| Q1 24 | $191.0M | $350.1M |
| Q4 25 | $1.6B | $1.3B | ||
| Q3 25 | $1.5B | $1.3B | ||
| Q2 25 | $1.3B | $1.3B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.2B | $1.4B | ||
| Q3 24 | $1.2B | $1.4B | ||
| Q2 24 | $1.2B | $1.4B | ||
| Q1 24 | $1.2B | $1.3B |
| Q4 25 | $2.4B | $1.9B | ||
| Q3 25 | $2.4B | $2.0B | ||
| Q2 25 | $2.5B | $2.0B | ||
| Q1 25 | $1.8B | $2.1B | ||
| Q4 24 | $1.8B | $2.2B | ||
| Q3 24 | $1.8B | $2.3B | ||
| Q2 24 | $1.8B | $2.0B | ||
| Q1 24 | $1.8B | $2.0B |
| Q4 25 | 0.09× | 0.27× | ||
| Q3 25 | 0.12× | 0.26× | ||
| Q2 25 | 0.40× | 0.26× | ||
| Q1 25 | 0.07× | 0.33× | ||
| Q4 24 | 0.09× | 0.32× | ||
| Q3 24 | 0.10× | 0.31× | ||
| Q2 24 | 0.14× | 0.14× | ||
| Q1 24 | 0.16× | 0.28× |
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 | $-25.9M |
| Free Cash FlowOCF − Capex | $63.0M | $-28.6M |
| FCF MarginFCF / Revenue | 21.7% | -19.3% |
| Capex IntensityCapex / Revenue | 2.0% | 1.8% |
| Cash ConversionOCF / Net Profit | 2.40× | — |
| TTM Free Cash FlowTrailing 4 quarters | $239.6M | $-190.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $68.9M | $-25.9M | ||
| Q3 25 | $109.9M | $-34.6M | ||
| Q2 25 | $73.7M | $-83.4M | ||
| Q1 25 | $24.1M | $-34.6M | ||
| Q4 24 | $34.2M | $-44.4M | ||
| Q3 24 | $72.1M | $-77.1M | ||
| Q2 24 | $36.2M | $-26.4M | ||
| Q1 24 | $10.5M | $-35.6M |
| Q4 25 | $63.0M | $-28.6M | ||
| Q3 25 | $97.8M | $-37.8M | ||
| Q2 25 | $64.9M | $-86.7M | ||
| Q1 25 | $14.0M | $-37.7M | ||
| Q4 24 | $29.0M | $-49.8M | ||
| Q3 24 | $60.9M | $-85.0M | ||
| Q2 24 | $27.6M | $-33.7M | ||
| Q1 24 | $2.0M | $-40.0M |
| Q4 25 | 21.7% | -19.3% | ||
| Q3 25 | 34.1% | -24.9% | ||
| Q2 25 | 21.9% | -55.3% | ||
| Q1 25 | 5.3% | -25.2% | ||
| Q4 24 | 11.7% | -27.1% | ||
| Q3 24 | 20.4% | -49.0% | ||
| Q2 24 | 10.6% | -18.5% | ||
| Q1 24 | 0.8% | -23.0% |
| Q4 25 | 2.0% | 1.8% | ||
| Q3 25 | 4.2% | 2.1% | ||
| Q2 25 | 3.0% | 2.1% | ||
| Q1 25 | 3.8% | 2.1% | ||
| Q4 24 | 2.1% | 2.9% | ||
| Q3 24 | 3.8% | 4.6% | ||
| Q2 24 | 3.3% | 4.0% | ||
| Q1 24 | 3.4% | 2.6% |
| Q4 25 | 2.40× | — | ||
| Q3 25 | 0.50× | -1.60× | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 1.46× | -3.17× | ||
| Q3 24 | 2.10× | -3.10× | ||
| Q2 24 | 1.24× | — | ||
| Q1 24 | 0.45× | — |
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% |
OPK
| Services | $71.1M | 48% |
| Transfer Of Intellectual Property And Other | $33.7M | 23% |
| IE | $22.1M | 15% |
| Rayaldee | $8.8M | 6% |
| Barda Agreement | $6.8M | 5% |
| MX | $6.3M | 4% |
