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Side-by-side financial comparison of ESCO TECHNOLOGIES INC (ESE) and P3 Health Partners Inc. (PIII). Click either name above to swap in a different company.
P3 Health Partners Inc. is the larger business by last-quarter revenue ($384.8M vs $289.7M, roughly 1.3× ESCO TECHNOLOGIES INC). ESCO TECHNOLOGIES INC runs the higher net margin — 9.9% vs -19.6%, a 29.5% gap on every dollar of revenue. On growth, ESCO TECHNOLOGIES INC posted the faster year-over-year revenue change (17.3% vs 3.8%). Over the past eight quarters, ESCO TECHNOLOGIES INC's revenue compounded faster (7.8% CAGR vs -0.5%).
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
P3 Health Partners Inc. is a population health management and value-based care services firm operating primarily in the United States. It partners with primary care providers and health systems to deliver coordinated, high-quality care for patient populations, especially Medicare Advantage beneficiaries, focusing on improving health outcomes and lowering unnecessary healthcare costs.
ESE vs PIII — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $289.7M | $384.8M |
| Net Profit | $28.7M | $-75.5M |
| Gross Margin | 41.4% | — |
| Operating Margin | 13.2% | -40.0% |
| Net Margin | 9.9% | -19.6% |
| Revenue YoY | 17.3% | 3.8% |
| Net Profit YoY | 22.2% | -28.8% |
| EPS (diluted) | $1.11 | $-23.08 |
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 | $384.8M | ||
| Q3 25 | $286.5M | $345.3M | ||
| Q2 25 | $296.3M | $355.8M | ||
| Q1 25 | $265.5M | $373.2M | ||
| Q4 24 | $247.0M | $370.7M | ||
| Q3 24 | $298.5M | $362.1M | ||
| Q2 24 | $260.8M | $379.2M | ||
| Q1 24 | $249.1M | $388.5M |
| Q4 25 | $28.7M | $-75.5M | ||
| Q3 25 | $218.7M | $-31.6M | ||
| Q2 25 | $26.1M | $-20.4M | ||
| Q1 25 | $31.0M | $-20.5M | ||
| Q4 24 | $23.5M | $-58.6M | ||
| Q3 24 | $34.3M | $-46.5M | ||
| Q2 24 | $29.2M | $-12.0M | ||
| Q1 24 | $23.2M | $-18.7M |
| Q4 25 | 41.4% | — | ||
| Q3 25 | 45.9% | — | ||
| Q2 25 | 41.2% | — | ||
| Q1 25 | 41.1% | — | ||
| Q4 24 | 39.8% | — | ||
| Q3 24 | 40.1% | — | ||
| Q2 24 | 39.6% | — | ||
| Q1 24 | 38.8% | — |
| Q4 25 | 13.2% | -40.0% | ||
| Q3 25 | 17.2% | -12.8% | ||
| Q2 25 | 11.2% | -9.6% | ||
| Q1 25 | 15.3% | -10.2% | ||
| Q4 24 | 11.4% | -37.4% | ||
| Q3 24 | 14.8% | -29.5% | ||
| Q2 24 | 14.3% | -8.3% | ||
| Q1 24 | 11.7% | -11.3% |
| Q4 25 | 9.9% | -19.6% | ||
| Q3 25 | 76.3% | -9.1% | ||
| Q2 25 | 8.8% | -5.7% | ||
| Q1 25 | 11.7% | -5.5% | ||
| Q4 24 | 9.5% | -15.8% | ||
| Q3 24 | 11.5% | -12.8% | ||
| Q2 24 | 11.2% | -3.2% | ||
| Q1 24 | 9.3% | -4.8% |
| Q4 25 | $1.11 | $-23.08 | ||
| Q3 25 | $8.43 | $-9.67 | ||
| Q2 25 | $1.01 | $-6.23 | ||
| Q1 25 | $1.20 | $-6.28 | ||
| Q4 24 | $0.91 | $-23.13 | ||
| Q3 24 | $1.32 | $-15.70 | ||
| Q2 24 | $1.13 | $-7.37 | ||
| Q1 24 | $0.90 | $-7.86 |
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 | $25.0M |
| Total DebtLower is stronger | $145.5M | $228.4M |
| Stockholders' EquityBook value | $1.6B | $-155.2M |
| Total Assets | $2.4B | $656.6M |
| Debt / EquityLower = less leverage | 0.09× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $103.8M | $25.0M | ||
| Q3 25 | $101.3M | $37.7M | ||
| Q2 25 | $78.7M | $38.6M | ||
| Q1 25 | $57.4M | $40.1M | ||
| Q4 24 | $71.3M | $38.8M | ||
| Q3 24 | $66.0M | $63.0M | ||
| Q2 24 | $63.0M | $73.1M | ||
| Q1 24 | $59.4M | $27.3M |
| Q4 25 | $145.5M | $228.4M | ||
| Q3 25 | $186.0M | $252.8M | ||
| Q2 25 | $525.0M | $182.0M | ||
| Q1 25 | $88.0M | $171.1M | ||
| Q4 24 | $112.0M | $108.9M | ||
| Q3 24 | $122.0M | $133.2M | ||
| Q2 24 | $173.0M | $133.1M | ||
| Q1 24 | $191.0M | $118.1M |
| Q4 25 | $1.6B | $-155.2M | ||
| Q3 25 | $1.5B | $-18.7M | ||
| Q2 25 | $1.3B | $44.5M | ||
| Q1 25 | $1.3B | $63.3M | ||
| Q4 24 | $1.2B | $75.9M | ||
| Q3 24 | $1.2B | $120.5M | ||
| Q2 24 | $1.2B | $166.8M | ||
| Q1 24 | $1.2B | $146.6M |
| Q4 25 | $2.4B | $656.6M | ||
| Q3 25 | $2.4B | $683.6M | ||
| Q2 25 | $2.5B | $731.6M | ||
| Q1 25 | $1.8B | $783.9M | ||
| Q4 24 | $1.8B | $783.4M | ||
| Q3 24 | $1.8B | $833.3M | ||
| Q2 24 | $1.8B | $892.8M | ||
| Q1 24 | $1.8B | $855.9M |
| Q4 25 | 0.09× | — | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | 0.40× | 4.09× | ||
| Q1 25 | 0.07× | 2.71× | ||
| Q4 24 | 0.09× | 1.43× | ||
| Q3 24 | 0.10× | 1.11× | ||
| Q2 24 | 0.14× | 0.80× | ||
| Q1 24 | 0.16× | 0.81× |
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 | $-25.7M |
| Free Cash FlowOCF − Capex | $63.0M | — |
| FCF MarginFCF / Revenue | 21.7% | — |
| Capex IntensityCapex / Revenue | 2.0% | — |
| Cash ConversionOCF / Net Profit | 2.40× | — |
| TTM Free Cash FlowTrailing 4 quarters | $239.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $68.9M | $-25.7M | ||
| Q3 25 | $109.9M | $-15.4M | ||
| Q2 25 | $73.7M | $-16.6M | ||
| Q1 25 | $24.1M | $-33.5M | ||
| Q4 24 | $34.2M | $-57.2M | ||
| Q3 24 | $72.1M | $-22.6M | ||
| Q2 24 | $36.2M | $-10.2M | ||
| Q1 24 | $10.5M | $-20.0M |
| Q4 25 | $63.0M | — | ||
| Q3 25 | $97.8M | — | ||
| Q2 25 | $64.9M | — | ||
| Q1 25 | $14.0M | — | ||
| Q4 24 | $29.0M | — | ||
| Q3 24 | $60.9M | — | ||
| Q2 24 | $27.6M | — | ||
| Q1 24 | $2.0M | — |
| Q4 25 | 21.7% | — | ||
| Q3 25 | 34.1% | — | ||
| Q2 25 | 21.9% | — | ||
| Q1 25 | 5.3% | — | ||
| Q4 24 | 11.7% | — | ||
| Q3 24 | 20.4% | — | ||
| Q2 24 | 10.6% | — | ||
| Q1 24 | 0.8% | — |
| Q4 25 | 2.0% | — | ||
| Q3 25 | 4.2% | — | ||
| Q2 25 | 3.0% | — | ||
| Q1 25 | 3.8% | — | ||
| Q4 24 | 2.1% | 0.0% | ||
| Q3 24 | 3.8% | 0.0% | ||
| Q2 24 | 3.3% | 0.0% | ||
| Q1 24 | 3.4% | 0.0% |
| 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% |
PIII
| Capitated Revenue | $366.2M | 95% |
| Health Care Patient Service | $18.6M | 5% |
| Health Care Care Coordination Management Fees | $2.7M | 1% |
