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Side-by-side financial comparison of ESCO TECHNOLOGIES INC (ESE) and Paylocity Holding Corp (PCTY). Click either name above to swap in a different company.
Paylocity Holding Corp is the larger business by last-quarter revenue ($387.0M vs $289.7M, roughly 1.3× ESCO TECHNOLOGIES INC). Paylocity Holding Corp runs the higher net margin — 13.0% vs 9.9%, a 3.1% gap on every dollar of revenue. On growth, ESCO TECHNOLOGIES INC posted the faster year-over-year revenue change (17.3% vs 11.3%). Paylocity Holding Corp produced more free cash flow last quarter ($113.6M vs $63.0M). Over the past eight quarters, ESCO TECHNOLOGIES INC's revenue compounded faster (7.8% CAGR vs 2.7%).
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
Paylocity Holding Corporation is an American provider of cloud-based payroll, , spend management, and human capital management (HCM) software.
ESE vs PCTY — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $289.7M | $387.0M |
| Net Profit | $28.7M | $50.2M |
| Gross Margin | 41.4% | 72.9% |
| Operating Margin | 13.2% | 18.2% |
| Net Margin | 9.9% | 13.0% |
| Revenue YoY | 17.3% | 11.3% |
| Net Profit YoY | 22.2% | 34.0% |
| EPS (diluted) | $1.11 | $0.92 |
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 | $387.0M | ||
| Q3 25 | $286.5M | $378.9M | ||
| Q2 25 | $296.3M | $369.9M | ||
| Q1 25 | $265.5M | $421.1M | ||
| Q4 24 | $247.0M | $347.7M | ||
| Q3 24 | $298.5M | $333.1M | ||
| Q2 24 | $260.8M | $324.7M | ||
| Q1 24 | $249.1M | $366.8M |
| Q4 25 | $28.7M | $50.2M | ||
| Q3 25 | $218.7M | $48.0M | ||
| Q2 25 | $26.1M | $48.6M | ||
| Q1 25 | $31.0M | $91.5M | ||
| Q4 24 | $23.5M | $37.5M | ||
| Q3 24 | $34.3M | $49.6M | ||
| Q2 24 | $29.2M | $48.8M | ||
| Q1 24 | $23.2M | $85.3M |
| Q4 25 | 41.4% | 72.9% | ||
| Q3 25 | 45.9% | 73.9% | ||
| Q2 25 | 41.2% | 73.5% | ||
| Q1 25 | 41.1% | 77.1% | ||
| Q4 24 | 39.8% | 72.6% | ||
| Q3 24 | 40.1% | 74.4% | ||
| Q2 24 | 39.6% | 74.0% | ||
| Q1 24 | 38.8% | 77.8% |
| Q4 25 | 13.2% | 18.2% | ||
| Q3 25 | 17.2% | 19.6% | ||
| Q2 25 | 11.2% | 17.9% | ||
| Q1 25 | 15.3% | 30.2% | ||
| Q4 24 | 11.4% | 13.4% | ||
| Q3 24 | 14.8% | 19.3% | ||
| Q2 24 | 14.3% | 19.4% | ||
| Q1 24 | 11.7% | 29.0% |
| Q4 25 | 9.9% | 13.0% | ||
| Q3 25 | 76.3% | 12.7% | ||
| Q2 25 | 8.8% | 13.1% | ||
| Q1 25 | 11.7% | 21.7% | ||
| Q4 24 | 9.5% | 10.8% | ||
| Q3 24 | 11.5% | 14.9% | ||
| Q2 24 | 11.2% | 15.0% | ||
| Q1 24 | 9.3% | 23.3% |
| Q4 25 | $1.11 | $0.92 | ||
| Q3 25 | $8.43 | $0.86 | ||
| Q2 25 | $1.01 | $0.87 | ||
| Q1 25 | $1.20 | $1.61 | ||
| Q4 24 | $0.91 | $0.66 | ||
| Q3 24 | $1.32 | $0.88 | ||
| Q2 24 | $1.13 | $0.85 | ||
| Q1 24 | $0.90 | $1.50 |
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 | $162.5M |
| Total DebtLower is stronger | $145.5M | $81.3M |
| Stockholders' EquityBook value | $1.6B | $1.1B |
| Total Assets | $2.4B | $7.0B |
| Debt / EquityLower = less leverage | 0.09× | 0.07× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $103.8M | $162.5M | ||
| Q3 25 | $101.3M | $165.2M | ||
| Q2 25 | $78.7M | $398.1M | ||
| Q1 25 | $57.4M | $477.8M | ||
| Q4 24 | $71.3M | $482.4M | ||
| Q3 24 | $66.0M | $778.5M | ||
| Q2 24 | $63.0M | $401.8M | ||
| Q1 24 | $59.4M | $492.7M |
| Q4 25 | $145.5M | $81.3M | ||
| Q3 25 | $186.0M | $81.3M | ||
| Q2 25 | $525.0M | $162.5M | ||
| Q1 25 | $88.0M | $243.8M | ||
| Q4 24 | $112.0M | $325.0M | ||
| Q3 24 | $122.0M | $325.0M | ||
| Q2 24 | $173.0M | $0 | ||
| Q1 24 | $191.0M | — |
| Q4 25 | $1.6B | $1.1B | ||
| Q3 25 | $1.5B | $1.1B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.3B | $1.2B | ||
| Q4 24 | $1.2B | $1.2B | ||
| Q3 24 | $1.2B | $1.1B | ||
| Q2 24 | $1.2B | $1.0B | ||
| Q1 24 | $1.2B | $1.1B |
| Q4 25 | $2.4B | $7.0B | ||
| Q3 25 | $2.4B | $4.2B | ||
| Q2 25 | $2.5B | $4.4B | ||
| Q1 25 | $1.8B | $5.2B | ||
| Q4 24 | $1.8B | $5.3B | ||
| Q3 24 | $1.8B | $4.0B | ||
| Q2 24 | $1.8B | $4.2B | ||
| Q1 24 | $1.8B | $5.0B |
| Q4 25 | 0.09× | 0.07× | ||
| Q3 25 | 0.12× | 0.07× | ||
| Q2 25 | 0.40× | 0.13× | ||
| Q1 25 | 0.07× | 0.20× | ||
| Q4 24 | 0.09× | 0.28× | ||
| Q3 24 | 0.10× | 0.29× | ||
| Q2 24 | 0.14× | 0.00× | ||
| 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 | $117.0M |
| Free Cash FlowOCF − Capex | $63.0M | $113.6M |
| FCF MarginFCF / Revenue | 21.7% | 29.4% |
| Capex IntensityCapex / Revenue | 2.0% | 0.9% |
| Cash ConversionOCF / Net Profit | 2.40× | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | $239.6M | $461.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $68.9M | $117.0M | ||
| Q3 25 | $109.9M | $86.5M | ||
| Q2 25 | $73.7M | $86.6M | ||
| Q1 25 | $24.1M | $186.0M | ||
| Q4 24 | $34.2M | $54.2M | ||
| Q3 24 | $72.1M | $91.5M | ||
| Q2 24 | $36.2M | $79.9M | ||
| Q1 24 | $10.5M | $167.5M |
| Q4 25 | $63.0M | $113.6M | ||
| Q3 25 | $97.8M | $82.7M | ||
| Q2 25 | $64.9M | $81.1M | ||
| Q1 25 | $14.0M | $183.7M | ||
| Q4 24 | $29.0M | $51.2M | ||
| Q3 24 | $60.9M | $89.1M | ||
| Q2 24 | $27.6M | $73.6M | ||
| Q1 24 | $2.0M | $162.0M |
| Q4 25 | 21.7% | 29.4% | ||
| Q3 25 | 34.1% | 21.8% | ||
| Q2 25 | 21.9% | 21.9% | ||
| Q1 25 | 5.3% | 43.6% | ||
| Q4 24 | 11.7% | 14.7% | ||
| Q3 24 | 20.4% | 26.8% | ||
| Q2 24 | 10.6% | 22.7% | ||
| Q1 24 | 0.8% | 44.2% |
| Q4 25 | 2.0% | 0.9% | ||
| Q3 25 | 4.2% | 1.0% | ||
| Q2 25 | 3.0% | 1.5% | ||
| Q1 25 | 3.8% | 0.5% | ||
| Q4 24 | 2.1% | 0.9% | ||
| Q3 24 | 3.8% | 0.7% | ||
| Q2 24 | 3.3% | 1.9% | ||
| Q1 24 | 3.4% | 1.5% |
| Q4 25 | 2.40× | 2.33× | ||
| Q3 25 | 0.50× | 1.80× | ||
| Q2 25 | 2.83× | 1.78× | ||
| Q1 25 | 0.78× | 2.03× | ||
| Q4 24 | 1.46× | 1.45× | ||
| Q3 24 | 2.10× | 1.84× | ||
| Q2 24 | 1.24× | 1.64× | ||
| Q1 24 | 0.45× | 1.96× |
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% |
PCTY
| Recurring Fees | $370.1M | 96% |
| Implementation Services And Other | $16.9M | 4% |
