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Side-by-side financial comparison of ESCO TECHNOLOGIES INC (ESE) and Ralliant Corp (RAL). Click either name above to swap in a different company.
Ralliant Corp is the larger business by last-quarter revenue ($529.1M vs $289.7M, roughly 1.8× ESCO TECHNOLOGIES INC). ESCO TECHNOLOGIES INC runs the higher net margin — 9.9% vs 7.5%, a 2.4% gap on every dollar of revenue. On growth, ESCO TECHNOLOGIES INC posted the faster year-over-year revenue change (17.3% vs -0.5%). Ralliant Corp produced more free cash flow last quarter ($126.6M vs $63.0M).
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
ESE vs RAL — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $289.7M | $529.1M |
| Net Profit | $28.7M | $39.9M |
| Gross Margin | 41.4% | 50.8% |
| Operating Margin | 13.2% | 9.8% |
| Net Margin | 9.9% | 7.5% |
| Revenue YoY | 17.3% | -0.5% |
| Net Profit YoY | 22.2% | -56.1% |
| EPS (diluted) | $1.11 | $0.35 |
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 | — | ||
| Q3 25 | $286.5M | $529.1M | ||
| Q2 25 | $296.3M | $503.3M | ||
| Q1 25 | $265.5M | — | ||
| Q4 24 | $247.0M | — | ||
| Q3 24 | $298.5M | $531.7M | ||
| Q2 24 | $260.8M | $533.7M | ||
| Q1 24 | $249.1M | — |
| Q4 25 | $28.7M | — | ||
| Q3 25 | $218.7M | $39.9M | ||
| Q2 25 | $26.1M | $47.6M | ||
| Q1 25 | $31.0M | — | ||
| Q4 24 | $23.5M | — | ||
| Q3 24 | $34.3M | $90.9M | ||
| Q2 24 | $29.2M | $64.8M | ||
| Q1 24 | $23.2M | — |
| Q4 25 | 41.4% | — | ||
| Q3 25 | 45.9% | 50.8% | ||
| Q2 25 | 41.2% | 49.3% | ||
| Q1 25 | 41.1% | — | ||
| Q4 24 | 39.8% | — | ||
| Q3 24 | 40.1% | 52.6% | ||
| Q2 24 | 39.6% | 51.5% | ||
| Q1 24 | 38.8% | — |
| Q4 25 | 13.2% | — | ||
| Q3 25 | 17.2% | 9.8% | ||
| Q2 25 | 11.2% | 11.7% | ||
| Q1 25 | 15.3% | — | ||
| Q4 24 | 11.4% | — | ||
| Q3 24 | 14.8% | 20.9% | ||
| Q2 24 | 14.3% | 19.7% | ||
| Q1 24 | 11.7% | — |
| Q4 25 | 9.9% | — | ||
| Q3 25 | 76.3% | 7.5% | ||
| Q2 25 | 8.8% | 9.5% | ||
| Q1 25 | 11.7% | — | ||
| Q4 24 | 9.5% | — | ||
| Q3 24 | 11.5% | 17.1% | ||
| Q2 24 | 11.2% | 12.1% | ||
| Q1 24 | 9.3% | — |
| Q4 25 | $1.11 | — | ||
| Q3 25 | $8.43 | $0.35 | ||
| Q2 25 | $1.01 | $0.42 | ||
| Q1 25 | $1.20 | — | ||
| Q4 24 | $0.91 | — | ||
| Q3 24 | $1.32 | $0.81 | ||
| Q2 24 | $1.13 | $0.57 | ||
| Q1 24 | $0.90 | — |
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 | $264.2M |
| Total DebtLower is stronger | $145.5M | $1.1B |
| Stockholders' EquityBook value | $1.6B | $3.0B |
| Total Assets | $2.4B | $5.3B |
| Debt / EquityLower = less leverage | 0.09× | 0.39× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $103.8M | — | ||
| Q3 25 | $101.3M | $264.2M | ||
| Q2 25 | $78.7M | $198.6M | ||
| Q1 25 | $57.4M | — | ||
| Q4 24 | $71.3M | — | ||
| Q3 24 | $66.0M | — | ||
| Q2 24 | $63.0M | — | ||
| Q1 24 | $59.4M | — |
| Q4 25 | $145.5M | — | ||
| Q3 25 | $186.0M | $1.1B | ||
| Q2 25 | $525.0M | $1.1B | ||
| Q1 25 | $88.0M | — | ||
| Q4 24 | $112.0M | — | ||
| Q3 24 | $122.0M | — | ||
| Q2 24 | $173.0M | — | ||
| Q1 24 | $191.0M | — |
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.5B | $3.0B | ||
| Q2 25 | $1.3B | $3.0B | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | $4.0B | ||
| Q2 24 | $1.2B | $4.0B | ||
| Q1 24 | $1.2B | — |
| Q4 25 | $2.4B | — | ||
| Q3 25 | $2.4B | $5.3B | ||
| Q2 25 | $2.5B | $5.2B | ||
| Q1 25 | $1.8B | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $1.8B | — | ||
| Q1 24 | $1.8B | — |
| Q4 25 | 0.09× | — | ||
| Q3 25 | 0.12× | 0.39× | ||
| Q2 25 | 0.40× | 0.38× | ||
| 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 | $138.6M |
| Free Cash FlowOCF − Capex | $63.0M | $126.6M |
| FCF MarginFCF / Revenue | 21.7% | 23.9% |
| Capex IntensityCapex / Revenue | 2.0% | 2.3% |
| Cash ConversionOCF / Net Profit | 2.40× | 3.47× |
| TTM Free Cash FlowTrailing 4 quarters | $239.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $68.9M | — | ||
| Q3 25 | $109.9M | $138.6M | ||
| Q2 25 | $73.7M | — | ||
| Q1 25 | $24.1M | — | ||
| Q4 24 | $34.2M | — | ||
| Q3 24 | $72.1M | — | ||
| Q2 24 | $36.2M | — | ||
| Q1 24 | $10.5M | — |
| Q4 25 | $63.0M | — | ||
| Q3 25 | $97.8M | $126.6M | ||
| 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% | 23.9% | ||
| 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% | 2.3% | ||
| Q2 25 | 3.0% | — | ||
| Q1 25 | 3.8% | — | ||
| Q4 24 | 2.1% | — | ||
| Q3 24 | 3.8% | — | ||
| Q2 24 | 3.3% | — | ||
| Q1 24 | 3.4% | — |
| Q4 25 | 2.40× | — | ||
| Q3 25 | 0.50× | 3.47× | ||
| 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% |
RAL
| Industrial Manufacturing | $111.1M | 21% |
| Defense And Space | $93.6M | 18% |
| Diversified Electronics | $91.0M | 17% |
| Test And Measurement | $76.8M | 15% |
| Communications | $60.7M | 11% |
| Semiconductors | $51.4M | 10% |
| Other Direct End Markets | $44.4M | 8% |
