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Side-by-side financial comparison of ESCO TECHNOLOGIES INC (ESE) and PROCORE TECHNOLOGIES, INC. (PCOR). Click either name above to swap in a different company.
PROCORE TECHNOLOGIES, INC. is the larger business by last-quarter revenue ($349.1M vs $289.7M, roughly 1.2× ESCO TECHNOLOGIES INC). ESCO TECHNOLOGIES INC runs the higher net margin — 9.9% vs -10.8%, a 20.7% gap on every dollar of revenue. On growth, ESCO TECHNOLOGIES INC posted the faster year-over-year revenue change (17.3% vs 15.6%). PROCORE TECHNOLOGIES, INC. produced more free cash flow last quarter ($109.2M vs $63.0M). Over the past eight quarters, PROCORE TECHNOLOGIES, INC.'s revenue compounded faster (13.8% CAGR vs 7.8%).
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
Procore Technologies is an American construction management software as a service company founded in 2002, with headquarters in Carpinteria, California. Procore hosts a platform to connect those involved in the construction industry on a global platform. The software allows for the creation of simplified workflows and displays a consolidated view of construction products that includes the tracking of tasks, management of project workflows, and scheduling.
ESE vs PCOR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $289.7M | $349.1M |
| Net Profit | $28.7M | $-37.6M |
| Gross Margin | 41.4% | 80.1% |
| Operating Margin | 13.2% | -12.3% |
| Net Margin | 9.9% | -10.8% |
| Revenue YoY | 17.3% | 15.6% |
| Net Profit YoY | 22.2% | 39.6% |
| EPS (diluted) | $1.11 | $-0.25 |
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 | $349.1M | ||
| Q3 25 | $286.5M | $338.9M | ||
| Q2 25 | $296.3M | $323.9M | ||
| Q1 25 | $265.5M | $310.6M | ||
| Q4 24 | $247.0M | $302.0M | ||
| Q3 24 | $298.5M | $295.9M | ||
| Q2 24 | $260.8M | $284.3M | ||
| Q1 24 | $249.1M | $269.4M |
| Q4 25 | $28.7M | $-37.6M | ||
| Q3 25 | $218.7M | $-9.1M | ||
| Q2 25 | $26.1M | $-21.1M | ||
| Q1 25 | $31.0M | $-33.0M | ||
| Q4 24 | $23.5M | $-62.3M | ||
| Q3 24 | $34.3M | $-26.4M | ||
| Q2 24 | $29.2M | $-6.3M | ||
| Q1 24 | $23.2M | $-11.0M |
| Q4 25 | 41.4% | 80.1% | ||
| Q3 25 | 45.9% | 79.7% | ||
| Q2 25 | 41.2% | 79.1% | ||
| Q1 25 | 41.1% | 79.1% | ||
| Q4 24 | 39.8% | 81.2% | ||
| Q3 24 | 40.1% | 81.4% | ||
| Q2 24 | 39.6% | 83.1% | ||
| Q1 24 | 38.8% | 83.0% |
| Q4 25 | 13.2% | -12.3% | ||
| Q3 25 | 17.2% | -4.4% | ||
| Q2 25 | 11.2% | -9.3% | ||
| Q1 25 | 15.3% | -11.7% | ||
| Q4 24 | 11.4% | -21.9% | ||
| Q3 24 | 14.8% | -12.3% | ||
| Q2 24 | 14.3% | -5.2% | ||
| Q1 24 | 11.7% | -7.0% |
| Q4 25 | 9.9% | -10.8% | ||
| Q3 25 | 76.3% | -2.7% | ||
| Q2 25 | 8.8% | -6.5% | ||
| Q1 25 | 11.7% | -10.6% | ||
| Q4 24 | 9.5% | -20.6% | ||
| Q3 24 | 11.5% | -8.9% | ||
| Q2 24 | 11.2% | -2.2% | ||
| Q1 24 | 9.3% | -4.1% |
| Q4 25 | $1.11 | $-0.25 | ||
| Q3 25 | $8.43 | $-0.06 | ||
| Q2 25 | $1.01 | $-0.14 | ||
| Q1 25 | $1.20 | $-0.22 | ||
| Q4 24 | $0.91 | $-0.42 | ||
| Q3 24 | $1.32 | $-0.18 | ||
| Q2 24 | $1.13 | $-0.04 | ||
| Q1 24 | $0.90 | $-0.08 |
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 | $768.5M |
| Total DebtLower is stronger | $145.5M | — |
| Stockholders' EquityBook value | $1.6B | $1.3B |
| Total Assets | $2.4B | $2.2B |
| Debt / EquityLower = less leverage | 0.09× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $103.8M | $768.5M | ||
| Q3 25 | $101.3M | $684.0M | ||
| Q2 25 | $78.7M | $620.9M | ||
| Q1 25 | $57.4M | $566.7M | ||
| Q4 24 | $71.3M | $775.4M | ||
| Q3 24 | $66.0M | $756.9M | ||
| Q2 24 | $63.0M | $735.4M | ||
| Q1 24 | $59.4M | $744.6M |
| 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 | $1.3B | ||
| Q3 25 | $1.5B | $1.2B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.3B | $1.2B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $1.2B | $1.3B | ||
| Q2 24 | $1.2B | $1.3B | ||
| Q1 24 | $1.2B | $1.2B |
| Q4 25 | $2.4B | $2.2B | ||
| Q3 25 | $2.4B | $2.1B | ||
| Q2 25 | $2.5B | $2.0B | ||
| Q1 25 | $1.8B | $1.9B | ||
| Q4 24 | $1.8B | $2.1B | ||
| Q3 24 | $1.8B | $2.0B | ||
| Q2 24 | $1.8B | $2.0B | ||
| Q1 24 | $1.8B | $1.9B |
| 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 | $114.9M |
| Free Cash FlowOCF − Capex | $63.0M | $109.2M |
| FCF MarginFCF / Revenue | 21.7% | 31.3% |
| Capex IntensityCapex / Revenue | 2.0% | 1.6% |
| Cash ConversionOCF / Net Profit | 2.40× | — |
| TTM Free Cash FlowTrailing 4 quarters | $239.6M | $282.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $68.9M | $114.9M | ||
| Q3 25 | $109.9M | $88.5M | ||
| Q2 25 | $73.7M | $30.8M | ||
| Q1 25 | $24.1M | $66.0M | ||
| Q4 24 | $34.2M | $29.1M | ||
| Q3 24 | $72.1M | $39.3M | ||
| Q2 24 | $36.2M | $58.7M | ||
| Q1 24 | $10.5M | $69.1M |
| Q4 25 | $63.0M | $109.2M | ||
| Q3 25 | $97.8M | $83.1M | ||
| Q2 25 | $64.9M | $27.9M | ||
| Q1 25 | $14.0M | $62.0M | ||
| Q4 24 | $29.0M | $17.4M | ||
| Q3 24 | $60.9M | $35.7M | ||
| Q2 24 | $27.6M | $56.8M | ||
| Q1 24 | $2.0M | $67.1M |
| Q4 25 | 21.7% | 31.3% | ||
| Q3 25 | 34.1% | 24.5% | ||
| Q2 25 | 21.9% | 8.6% | ||
| Q1 25 | 5.3% | 20.0% | ||
| Q4 24 | 11.7% | 5.8% | ||
| Q3 24 | 20.4% | 12.1% | ||
| Q2 24 | 10.6% | 20.0% | ||
| Q1 24 | 0.8% | 24.9% |
| Q4 25 | 2.0% | 1.6% | ||
| Q3 25 | 4.2% | 1.6% | ||
| Q2 25 | 3.0% | 0.9% | ||
| Q1 25 | 3.8% | 1.3% | ||
| Q4 24 | 2.1% | 3.9% | ||
| Q3 24 | 3.8% | 1.2% | ||
| Q2 24 | 3.3% | 0.7% | ||
| Q1 24 | 3.4% | 0.8% |
| Q4 25 | 2.40× | — | ||
| Q3 25 | 0.50× | — | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 1.46× | — | ||
| Q3 24 | 2.10× | — | ||
| 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% |
PCOR
| US | $298.3M | 85% |
| Non Us | $50.9M | 15% |
