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Side-by-side financial comparison of ESCO TECHNOLOGIES INC (ESE) and POTLATCHDELTIC CORP (PCH). Click either name above to swap in a different company.
POTLATCHDELTIC CORP is the larger business by last-quarter revenue ($314.2M vs $289.7M, roughly 1.1× ESCO TECHNOLOGIES INC). ESCO TECHNOLOGIES INC runs the higher net margin — 9.9% vs 8.2%, a 1.7% gap on every dollar of revenue. On growth, POTLATCHDELTIC CORP posted the faster year-over-year revenue change (23.1% vs 17.3%). ESCO TECHNOLOGIES INC produced more free cash flow last quarter ($63.0M vs $50.1M). Over the past eight quarters, POTLATCHDELTIC CORP's revenue compounded faster (11.1% CAGR vs 7.8%).
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
POTLATCHDELTIC CORPPCHEarnings & Financial Report
PotlatchDeltic Corporation is an American diversified forest products company based in Spokane, Washington.
ESE vs PCH — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $289.7M | $314.2M |
| Net Profit | $28.7M | $25.9M |
| Gross Margin | 41.4% | 18.2% |
| Operating Margin | 13.2% | 11.2% |
| Net Margin | 9.9% | 8.2% |
| Revenue YoY | 17.3% | 23.1% |
| Net Profit YoY | 22.2% | 682.5% |
| EPS (diluted) | $1.11 | $0.33 |
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 | — | ||
| Q3 25 | $286.5M | $314.2M | ||
| Q2 25 | $296.3M | $275.0M | ||
| Q1 25 | $265.5M | $268.3M | ||
| Q4 24 | $247.0M | $258.1M | ||
| Q3 24 | $298.5M | $255.1M | ||
| Q2 24 | $260.8M | $320.7M | ||
| Q1 24 | $249.1M | $228.1M |
| Q4 25 | $28.7M | — | ||
| Q3 25 | $218.7M | $25.9M | ||
| Q2 25 | $26.1M | $7.4M | ||
| Q1 25 | $31.0M | $25.8M | ||
| Q4 24 | $23.5M | $5.2M | ||
| Q3 24 | $34.3M | $3.3M | ||
| Q2 24 | $29.2M | $13.7M | ||
| Q1 24 | $23.2M | $-305.0K |
| Q4 25 | 41.4% | — | ||
| Q3 25 | 45.9% | 18.2% | ||
| Q2 25 | 41.2% | 13.0% | ||
| Q1 25 | 41.1% | 17.8% | ||
| Q4 24 | 39.8% | 13.4% | ||
| Q3 24 | 40.1% | 10.8% | ||
| Q2 24 | 39.6% | 11.9% | ||
| Q1 24 | 38.8% | 7.0% |
| Q4 25 | 13.2% | — | ||
| Q3 25 | 17.2% | 11.2% | ||
| Q2 25 | 11.2% | 5.0% | ||
| Q1 25 | 15.3% | 10.3% | ||
| Q4 24 | 11.4% | 5.2% | ||
| Q3 24 | 14.8% | 2.8% | ||
| Q2 24 | 14.3% | 5.4% | ||
| Q1 24 | 11.7% | -2.1% |
| Q4 25 | 9.9% | — | ||
| Q3 25 | 76.3% | 8.2% | ||
| Q2 25 | 8.8% | 2.7% | ||
| Q1 25 | 11.7% | 9.6% | ||
| Q4 24 | 9.5% | 2.0% | ||
| Q3 24 | 11.5% | 1.3% | ||
| Q2 24 | 11.2% | 4.3% | ||
| Q1 24 | 9.3% | -0.1% |
| Q4 25 | $1.11 | — | ||
| Q3 25 | $8.43 | $0.33 | ||
| Q2 25 | $1.01 | $0.09 | ||
| Q1 25 | $1.20 | $0.33 | ||
| Q4 24 | $0.91 | $0.07 | ||
| Q3 24 | $1.32 | $0.04 | ||
| Q2 24 | $1.13 | $0.17 | ||
| Q1 24 | $0.90 | $0.00 |
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 | $88.8M |
| Total DebtLower is stronger | $145.5M | — |
| Stockholders' EquityBook value | $1.6B | $1.9B |
| Total Assets | $2.4B | $3.2B |
| Debt / EquityLower = less leverage | 0.09× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $103.8M | — | ||
| Q3 25 | $101.3M | $88.8M | ||
| Q2 25 | $78.7M | $95.3M | ||
| Q1 25 | $57.4M | $147.5M | ||
| Q4 24 | $71.3M | $151.6M | ||
| Q3 24 | $66.0M | $161.1M | ||
| Q2 24 | $63.0M | $199.7M | ||
| Q1 24 | $59.4M | $180.2M |
| Q4 25 | $145.5M | — | ||
| Q3 25 | $186.0M | — | ||
| Q2 25 | $525.0M | — | ||
| Q1 25 | $88.0M | — | ||
| Q4 24 | $112.0M | $1.0B | ||
| Q3 24 | $122.0M | — | ||
| Q2 24 | $173.0M | — | ||
| Q1 24 | $191.0M | — |
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.5B | $1.9B | ||
| Q2 25 | $1.3B | $1.9B | ||
| Q1 25 | $1.3B | $2.0B | ||
| Q4 24 | $1.2B | $2.0B | ||
| Q3 24 | $1.2B | $2.1B | ||
| Q2 24 | $1.2B | $2.1B | ||
| Q1 24 | $1.2B | $2.2B |
| Q4 25 | $2.4B | — | ||
| Q3 25 | $2.4B | $3.2B | ||
| Q2 25 | $2.5B | $3.2B | ||
| Q1 25 | $1.8B | $3.3B | ||
| Q4 24 | $1.8B | $3.3B | ||
| Q3 24 | $1.8B | $3.3B | ||
| Q2 24 | $1.8B | $3.4B | ||
| Q1 24 | $1.8B | $3.4B |
| Q4 25 | 0.09× | — | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | 0.40× | — | ||
| Q1 25 | 0.07× | — | ||
| Q4 24 | 0.09× | 0.51× | ||
| 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 | $65.7M |
| Free Cash FlowOCF − Capex | $63.0M | $50.1M |
| FCF MarginFCF / Revenue | 21.7% | 15.9% |
| Capex IntensityCapex / Revenue | 2.0% | 4.9% |
| Cash ConversionOCF / Net Profit | 2.40× | 2.54× |
| TTM Free Cash FlowTrailing 4 quarters | $239.6M | $132.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $68.9M | — | ||
| Q3 25 | $109.9M | $65.7M | ||
| Q2 25 | $73.7M | $41.0M | ||
| Q1 25 | $24.1M | $49.1M | ||
| Q4 24 | $34.2M | $45.4M | ||
| Q3 24 | $72.1M | $26.5M | ||
| Q2 24 | $36.2M | $100.6M | ||
| Q1 24 | $10.5M | $16.0M |
| Q4 25 | $63.0M | — | ||
| Q3 25 | $97.8M | $50.1M | ||
| Q2 25 | $64.9M | $30.6M | ||
| Q1 25 | $14.0M | $26.3M | ||
| Q4 24 | $29.0M | $25.4M | ||
| Q3 24 | $60.9M | $-8.2M | ||
| Q2 24 | $27.6M | $72.4M | ||
| Q1 24 | $2.0M | $2.0M |
| Q4 25 | 21.7% | — | ||
| Q3 25 | 34.1% | 15.9% | ||
| Q2 25 | 21.9% | 11.1% | ||
| Q1 25 | 5.3% | 9.8% | ||
| Q4 24 | 11.7% | 9.9% | ||
| Q3 24 | 20.4% | -3.2% | ||
| Q2 24 | 10.6% | 22.6% | ||
| Q1 24 | 0.8% | 0.9% |
| Q4 25 | 2.0% | — | ||
| Q3 25 | 4.2% | 4.9% | ||
| Q2 25 | 3.0% | 3.8% | ||
| Q1 25 | 3.8% | 8.5% | ||
| Q4 24 | 2.1% | 7.7% | ||
| Q3 24 | 3.8% | 13.6% | ||
| Q2 24 | 3.3% | 8.8% | ||
| Q1 24 | 3.4% | 6.1% |
| Q4 25 | 2.40× | — | ||
| Q3 25 | 0.50× | 2.54× | ||
| Q2 25 | 2.83× | 5.58× | ||
| Q1 25 | 0.78× | 1.90× | ||
| Q4 24 | 1.46× | 8.74× | ||
| Q3 24 | 2.10× | 7.99× | ||
| Q2 24 | 1.24× | 7.35× | ||
| 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% |
PCH
| Lumber | $131.8M | 42% |
| Timberlands | $52.5M | 17% |
| Rural Real Estate | $51.3M | 16% |
| Residuals And Panels | $34.0M | 11% |
| Pulpwood | $16.7M | 5% |
| Development Real Estate | $14.6M | 5% |
| Other | $8.1M | 3% |
| Other Products | $5.2M | 2% |
