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Side-by-side financial comparison of ESCO TECHNOLOGIES INC (ESE) and Palomar Holdings, Inc. (PLMR). Click either name above to swap in a different company.
ESCO TECHNOLOGIES INC is the larger business by last-quarter revenue ($289.7M vs $253.4M, roughly 1.1× Palomar Holdings, Inc.). On growth, Palomar Holdings, Inc. posted the faster year-over-year revenue change (62.7% vs 17.3%). Palomar Holdings, Inc. produced more free cash flow last quarter ($409.0M vs $63.0M). Over the past eight quarters, Palomar Holdings, Inc.'s revenue compounded faster (46.2% CAGR vs 7.8%).
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
Palomar Holdings, Inc. is a specialty insurance holding company that primarily provides property insurance products for catastrophe-exposed residential and commercial assets. It mainly operates across the United States, focusing on core segments including earthquake, flood, and windstorm coverage to meet high-risk property protection demands of customers.
ESE vs PLMR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $289.7M | $253.4M |
| Net Profit | $28.7M | — |
| Gross Margin | 41.4% | — |
| Operating Margin | 13.2% | 28.7% |
| Net Margin | 9.9% | — |
| Revenue YoY | 17.3% | 62.7% |
| Net Profit YoY | 22.2% | — |
| EPS (diluted) | $1.11 | $2.05 |
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 | $253.4M | ||
| Q3 25 | $286.5M | $244.7M | ||
| Q2 25 | $296.3M | $203.3M | ||
| Q1 25 | $265.5M | $174.6M | ||
| Q4 24 | $247.0M | $155.8M | ||
| Q3 24 | $298.5M | $148.5M | ||
| Q2 24 | $260.8M | $131.1M | ||
| Q1 24 | $249.1M | $118.5M |
| Q4 25 | $28.7M | — | ||
| Q3 25 | $218.7M | $51.5M | ||
| Q2 25 | $26.1M | $46.5M | ||
| Q1 25 | $31.0M | $42.9M | ||
| Q4 24 | $23.5M | — | ||
| Q3 24 | $34.3M | $30.5M | ||
| Q2 24 | $29.2M | $25.7M | ||
| Q1 24 | $23.2M | $26.4M |
| 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% | 28.7% | ||
| Q3 25 | 17.2% | 27.4% | ||
| Q2 25 | 11.2% | 29.5% | ||
| Q1 25 | 15.3% | 30.8% | ||
| Q4 24 | 11.4% | 28.9% | ||
| Q3 24 | 14.8% | 25.9% | ||
| Q2 24 | 14.3% | 25.5% | ||
| Q1 24 | 11.7% | 29.0% |
| Q4 25 | 9.9% | — | ||
| Q3 25 | 76.3% | 21.0% | ||
| Q2 25 | 8.8% | 22.9% | ||
| Q1 25 | 11.7% | 24.6% | ||
| Q4 24 | 9.5% | — | ||
| Q3 24 | 11.5% | 20.5% | ||
| Q2 24 | 11.2% | 19.6% | ||
| Q1 24 | 9.3% | 22.3% |
| Q4 25 | $1.11 | $2.05 | ||
| Q3 25 | $8.43 | $1.87 | ||
| Q2 25 | $1.01 | $1.68 | ||
| Q1 25 | $1.20 | $1.57 | ||
| Q4 24 | $0.91 | $1.29 | ||
| Q3 24 | $1.32 | $1.15 | ||
| Q2 24 | $1.13 | $1.00 | ||
| Q1 24 | $0.90 | $1.04 |
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 | $106.9M |
| Total DebtLower is stronger | $145.5M | — |
| Stockholders' EquityBook value | $1.6B | $942.7M |
| Total Assets | $2.4B | $3.1B |
| Debt / EquityLower = less leverage | 0.09× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $103.8M | $106.9M | ||
| Q3 25 | $101.3M | $111.7M | ||
| Q2 25 | $78.7M | $81.3M | ||
| Q1 25 | $57.4M | $119.3M | ||
| Q4 24 | $71.3M | $80.4M | ||
| Q3 24 | $66.0M | $86.5M | ||
| Q2 24 | $63.0M | $47.8M | ||
| Q1 24 | $59.4M | $61.4M |
| 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 | $942.7M | ||
| Q3 25 | $1.5B | $878.1M | ||
| Q2 25 | $1.3B | $847.2M | ||
| Q1 25 | $1.3B | $790.4M | ||
| Q4 24 | $1.2B | $729.0M | ||
| Q3 24 | $1.2B | $703.3M | ||
| Q2 24 | $1.2B | $532.6M | ||
| Q1 24 | $1.2B | $501.7M |
| Q4 25 | $2.4B | $3.1B | ||
| Q3 25 | $2.4B | $2.9B | ||
| Q2 25 | $2.5B | $2.8B | ||
| Q1 25 | $1.8B | $2.4B | ||
| Q4 24 | $1.8B | $2.3B | ||
| Q3 24 | $1.8B | $2.3B | ||
| 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 | $409.1M |
| Free Cash FlowOCF − Capex | $63.0M | $409.0M |
| FCF MarginFCF / Revenue | 21.7% | 161.4% |
| Capex IntensityCapex / Revenue | 2.0% | 0.1% |
| Cash ConversionOCF / Net Profit | 2.40× | — |
| TTM Free Cash FlowTrailing 4 quarters | $239.6M | $700.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $68.9M | $409.1M | ||
| Q3 25 | $109.9M | $83.6M | ||
| Q2 25 | $73.7M | $120.9M | ||
| Q1 25 | $24.1M | $87.2M | ||
| Q4 24 | $34.2M | $261.2M | ||
| Q3 24 | $72.1M | $100.3M | ||
| Q2 24 | $36.2M | $55.1M | ||
| Q1 24 | $10.5M | $33.1M |
| Q4 25 | $63.0M | $409.0M | ||
| Q3 25 | $97.8M | $83.6M | ||
| Q2 25 | $64.9M | $120.8M | ||
| Q1 25 | $14.0M | $87.1M | ||
| Q4 24 | $29.0M | $260.9M | ||
| Q3 24 | $60.9M | $100.1M | ||
| Q2 24 | $27.6M | — | ||
| Q1 24 | $2.0M | — |
| Q4 25 | 21.7% | 161.4% | ||
| Q3 25 | 34.1% | 34.2% | ||
| Q2 25 | 21.9% | 59.4% | ||
| Q1 25 | 5.3% | 49.9% | ||
| Q4 24 | 11.7% | 167.5% | ||
| Q3 24 | 20.4% | 67.4% | ||
| Q2 24 | 10.6% | — | ||
| Q1 24 | 0.8% | — |
| Q4 25 | 2.0% | 0.1% | ||
| Q3 25 | 4.2% | 0.0% | ||
| Q2 25 | 3.0% | 0.0% | ||
| Q1 25 | 3.8% | 0.0% | ||
| Q4 24 | 2.1% | 0.2% | ||
| Q3 24 | 3.8% | 0.1% | ||
| Q2 24 | 3.3% | 0.0% | ||
| Q1 24 | 3.4% | 0.0% |
| Q4 25 | 2.40× | — | ||
| Q3 25 | 0.50× | 1.63× | ||
| Q2 25 | 2.83× | 2.60× | ||
| Q1 25 | 0.78× | 2.03× | ||
| Q4 24 | 1.46× | — | ||
| Q3 24 | 2.10× | 3.29× | ||
| Q2 24 | 1.24× | 2.14× | ||
| Q1 24 | 0.45× | 1.26× |
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% |
PLMR
Segment breakdown not available.
