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Side-by-side financial comparison of ESCO TECHNOLOGIES INC (ESE) and PEGASYSTEMS INC (PEGA). Click either name above to swap in a different company.
PEGASYSTEMS INC is the larger business by last-quarter revenue ($430.0M vs $289.7M, roughly 1.5× ESCO TECHNOLOGIES INC). ESCO TECHNOLOGIES INC runs the higher net margin — 9.9% vs 7.6%, 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 -9.6%). PEGASYSTEMS INC produced more free cash flow last quarter ($206.5M vs $63.0M). Over the past eight quarters, PEGASYSTEMS INC's revenue compounded faster (10.7% CAGR vs 7.8%).
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
Pegasystems Inc. (Pega) is a global software company based in Waltham, Massachusetts, in the United States, and founded in 1983. The company has been publicly traded since 1996 as PEGA (NASDAQ). Pega is a low-code platform for workflow automation and generative AI-powered decision-making for businesses.
ESE vs PEGA — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $289.7M | $430.0M |
| Net Profit | $28.7M | $32.8M |
| Gross Margin | 41.4% | 75.2% |
| Operating Margin | 13.2% | 8.6% |
| Net Margin | 9.9% | 7.6% |
| Revenue YoY | 17.3% | -9.6% |
| Net Profit YoY | 22.2% | — |
| EPS (diluted) | $1.11 | $0.18 |
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.
| Q1 26 | — | $430.0M | ||
| Q4 25 | $289.7M | $504.3M | ||
| Q3 25 | $286.5M | $381.4M | ||
| Q2 25 | $296.3M | $384.5M | ||
| Q1 25 | $265.5M | $475.6M | ||
| Q4 24 | $247.0M | $490.8M | ||
| Q3 24 | $298.5M | $325.1M | ||
| Q2 24 | $260.8M | $351.2M |
| Q1 26 | — | $32.8M | ||
| Q4 25 | $28.7M | $234.6M | ||
| Q3 25 | $218.7M | $43.4M | ||
| Q2 25 | $26.1M | $30.1M | ||
| Q1 25 | $31.0M | $85.4M | ||
| Q4 24 | $23.5M | $119.1M | ||
| Q3 24 | $34.3M | $-14.4M | ||
| Q2 24 | $29.2M | $6.6M |
| Q1 26 | — | 75.2% | ||
| Q4 25 | 41.4% | 79.5% | ||
| Q3 25 | 45.9% | 72.2% | ||
| Q2 25 | 41.2% | 71.5% | ||
| Q1 25 | 41.1% | 78.5% | ||
| Q4 24 | 39.8% | 79.1% | ||
| Q3 24 | 40.1% | 70.2% | ||
| Q2 24 | 39.6% | 72.4% |
| Q1 26 | — | 8.6% | ||
| Q4 25 | 13.2% | 20.7% | ||
| Q3 25 | 17.2% | 3.8% | ||
| Q2 25 | 11.2% | 4.5% | ||
| Q1 25 | 15.3% | 26.7% | ||
| Q4 24 | 11.4% | 29.1% | ||
| Q3 24 | 14.8% | -3.6% | ||
| Q2 24 | 14.3% | 3.7% |
| Q1 26 | — | 7.6% | ||
| Q4 25 | 9.9% | 46.5% | ||
| Q3 25 | 76.3% | 11.4% | ||
| Q2 25 | 8.8% | 7.8% | ||
| Q1 25 | 11.7% | 18.0% | ||
| Q4 24 | 9.5% | 24.3% | ||
| Q3 24 | 11.5% | -4.4% | ||
| Q2 24 | 11.2% | 1.9% |
| Q1 26 | — | $0.18 | ||
| Q4 25 | $1.11 | $0.81 | ||
| Q3 25 | $8.43 | $0.24 | ||
| Q2 25 | $1.01 | $0.17 | ||
| Q1 25 | $1.20 | $0.91 | ||
| Q4 24 | $0.91 | $1.35 | ||
| Q3 24 | $1.32 | $-0.17 | ||
| Q2 24 | $1.13 | $0.07 |
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 | $270.0M |
| Total DebtLower is stronger | $145.5M | — |
| Stockholders' EquityBook value | $1.6B | $705.9M |
| Total Assets | $2.4B | $1.6B |
| Debt / EquityLower = less leverage | 0.09× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $270.0M | ||
| Q4 25 | $103.8M | $425.8M | ||
| Q3 25 | $101.3M | $351.4M | ||
| Q2 25 | $78.7M | $411.6M | ||
| Q1 25 | $57.4M | $371.7M | ||
| Q4 24 | $71.3M | $740.0M | ||
| Q3 24 | $66.0M | $703.0M | ||
| Q2 24 | $63.0M | $665.1M |
| Q1 26 | — | — | ||
| 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 26 | — | $705.9M | ||
| Q4 25 | $1.6B | $787.4M | ||
| Q3 25 | $1.5B | $596.8M | ||
| Q2 25 | $1.3B | $624.5M | ||
| Q1 25 | $1.3B | $611.3M | ||
| Q4 24 | $1.2B | $585.5M | ||
| Q3 24 | $1.2B | $473.0M | ||
| Q2 24 | $1.2B | $435.4M |
| Q1 26 | — | $1.6B | ||
| Q4 25 | $2.4B | $1.6B | ||
| Q3 25 | $2.4B | $1.3B | ||
| Q2 25 | $2.5B | $1.3B | ||
| Q1 25 | $1.8B | $1.3B | ||
| Q4 24 | $1.8B | $1.8B | ||
| Q3 24 | $1.8B | $1.6B | ||
| Q2 24 | $1.8B | $1.5B |
| Q1 26 | — | — | ||
| 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× | — |
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 | — |
| Free Cash FlowOCF − Capex | $63.0M | $206.5M |
| FCF MarginFCF / Revenue | 21.7% | 48.0% |
| Capex IntensityCapex / Revenue | 2.0% | — |
| Cash ConversionOCF / Net Profit | 2.40× | — |
| TTM Free Cash FlowTrailing 4 quarters | $239.6M | $494.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $68.9M | $158.4M | ||
| Q3 25 | $109.9M | $56.3M | ||
| Q2 25 | $73.7M | $86.3M | ||
| Q1 25 | $24.1M | $204.2M | ||
| Q4 24 | $34.2M | $95.2M | ||
| Q3 24 | $72.1M | $30.5M | ||
| Q2 24 | $36.2M | $40.1M |
| Q1 26 | — | $206.5M | ||
| Q4 25 | $63.0M | $152.4M | ||
| Q3 25 | $97.8M | $51.8M | ||
| Q2 25 | $64.9M | $84.1M | ||
| Q1 25 | $14.0M | $202.3M | ||
| Q4 24 | $29.0M | $92.4M | ||
| Q3 24 | $60.9M | $27.4M | ||
| Q2 24 | $27.6M | $38.8M |
| Q1 26 | — | 48.0% | ||
| Q4 25 | 21.7% | 30.2% | ||
| Q3 25 | 34.1% | 13.6% | ||
| Q2 25 | 21.9% | 21.9% | ||
| Q1 25 | 5.3% | 42.5% | ||
| Q4 24 | 11.7% | 18.8% | ||
| Q3 24 | 20.4% | 8.4% | ||
| Q2 24 | 10.6% | 11.1% |
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 1.2% | ||
| Q3 25 | 4.2% | 1.2% | ||
| Q2 25 | 3.0% | 0.6% | ||
| Q1 25 | 3.8% | 0.4% | ||
| Q4 24 | 2.1% | 0.6% | ||
| Q3 24 | 3.8% | 0.9% | ||
| Q2 24 | 3.3% | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | 2.40× | 0.68× | ||
| Q3 25 | 0.50× | 1.30× | ||
| Q2 25 | 2.83× | 2.87× | ||
| Q1 25 | 0.78× | 2.39× | ||
| Q4 24 | 1.46× | 0.80× | ||
| Q3 24 | 2.10× | — | ||
| Q2 24 | 1.24× | 6.06× |
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% |
PEGA
| Pega Cloud | $205.0M | 48% |
| Subscription license | $94.9M | 22% |
| Maintenance | $75.3M | 18% |
| Consulting | $54.8M | 13% |
