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Side-by-side financial comparison of ESCO TECHNOLOGIES INC (ESE) and ROGERS CORP (ROG). Click either name above to swap in a different company.
ESCO TECHNOLOGIES INC is the larger business by last-quarter revenue ($289.7M vs $200.5M, roughly 1.4× ROGERS CORP). ESCO TECHNOLOGIES INC runs the higher net margin — 9.9% vs 2.2%, a 7.7% gap on every dollar of revenue. On growth, ESCO TECHNOLOGIES INC posted the faster year-over-year revenue change (17.3% vs 5.2%). ESCO TECHNOLOGIES INC produced more free cash flow last quarter ($63.0M vs $1.1M). Over the past eight quarters, ESCO TECHNOLOGIES INC's revenue compounded faster (7.8% CAGR vs -3.3%).
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
ESE vs ROG — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $289.7M | $200.5M |
| Net Profit | $28.7M | $4.5M |
| Gross Margin | 41.4% | 32.2% |
| Operating Margin | 13.2% | — |
| Net Margin | 9.9% | 2.2% |
| Revenue YoY | 17.3% | 5.2% |
| Net Profit YoY | 22.2% | 421.4% |
| EPS (diluted) | $1.11 | $0.25 |
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 | — | $200.5M | ||
| Q4 25 | $289.7M | $201.5M | ||
| Q3 25 | $286.5M | $216.0M | ||
| Q2 25 | $296.3M | $202.8M | ||
| Q1 25 | $265.5M | $190.5M | ||
| Q4 24 | $247.0M | $192.2M | ||
| Q3 24 | $298.5M | $210.3M | ||
| Q2 24 | $260.8M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $28.7M | $4.6M | ||
| Q3 25 | $218.7M | $8.6M | ||
| Q2 25 | $26.1M | $-73.6M | ||
| Q1 25 | $31.0M | $-1.4M | ||
| Q4 24 | $23.5M | $-500.0K | ||
| Q3 24 | $34.3M | $10.7M | ||
| Q2 24 | $29.2M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | 41.4% | 31.5% | ||
| Q3 25 | 45.9% | 33.5% | ||
| Q2 25 | 41.2% | 31.6% | ||
| Q1 25 | 41.1% | 29.9% | ||
| Q4 24 | 39.8% | 32.1% | ||
| Q3 24 | 40.1% | 35.2% | ||
| Q2 24 | 39.6% | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | 13.2% | 3.5% | ||
| Q3 25 | 17.2% | 7.3% | ||
| Q2 25 | 11.2% | -33.3% | ||
| Q1 25 | 15.3% | -0.2% | ||
| Q4 24 | 11.4% | -6.6% | ||
| Q3 24 | 14.8% | 6.9% | ||
| Q2 24 | 14.3% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 9.9% | 2.3% | ||
| Q3 25 | 76.3% | 4.0% | ||
| Q2 25 | 8.8% | -36.3% | ||
| Q1 25 | 11.7% | -0.7% | ||
| Q4 24 | 9.5% | -0.3% | ||
| Q3 24 | 11.5% | 5.1% | ||
| Q2 24 | 11.2% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $1.11 | $0.20 | ||
| Q3 25 | $8.43 | $0.48 | ||
| Q2 25 | $1.01 | $-4.00 | ||
| Q1 25 | $1.20 | $-0.08 | ||
| Q4 24 | $0.91 | $-0.04 | ||
| Q3 24 | $1.32 | $0.58 | ||
| Q2 24 | $1.13 | $0.44 |
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 | $195.8M |
| Total DebtLower is stronger | $145.5M | — |
| Stockholders' EquityBook value | $1.6B | $1.2B |
| Total Assets | $2.4B | $1.4B |
| Debt / EquityLower = less leverage | 0.09× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | $103.8M | $197.0M | ||
| Q3 25 | $101.3M | $167.8M | ||
| Q2 25 | $78.7M | $157.2M | ||
| Q1 25 | $57.4M | $175.6M | ||
| Q4 24 | $71.3M | $159.8M | ||
| Q3 24 | $66.0M | $146.4M | ||
| Q2 24 | $63.0M | $119.9M |
| 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 | — | $1.2B | ||
| Q4 25 | $1.6B | $1.2B | ||
| Q3 25 | $1.5B | $1.2B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $1.2B | $1.3B | ||
| Q2 24 | $1.2B | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.4B | $1.4B | ||
| Q3 25 | $2.4B | $1.4B | ||
| Q2 25 | $2.5B | $1.5B | ||
| Q1 25 | $1.8B | $1.5B | ||
| Q4 24 | $1.8B | $1.5B | ||
| Q3 24 | $1.8B | $1.5B | ||
| 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 | $5.8M |
| Free Cash FlowOCF − Capex | $63.0M | $1.1M |
| FCF MarginFCF / Revenue | 21.7% | 0.5% |
| Capex IntensityCapex / Revenue | 2.0% | 2.3% |
| Cash ConversionOCF / Net Profit | 2.40× | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $239.6M | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $68.9M | $46.9M | ||
| Q3 25 | $109.9M | $28.9M | ||
| Q2 25 | $73.7M | $13.7M | ||
| Q1 25 | $24.1M | $11.7M | ||
| Q4 24 | $34.2M | $33.7M | ||
| Q3 24 | $72.1M | $42.4M | ||
| Q2 24 | $36.2M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $63.0M | $42.2M | ||
| Q3 25 | $97.8M | $21.2M | ||
| Q2 25 | $64.9M | $5.6M | ||
| Q1 25 | $14.0M | $2.1M | ||
| Q4 24 | $29.0M | $18.3M | ||
| Q3 24 | $60.9M | $25.2M | ||
| Q2 24 | $27.6M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 21.7% | 20.9% | ||
| Q3 25 | 34.1% | 9.8% | ||
| Q2 25 | 21.9% | 2.8% | ||
| Q1 25 | 5.3% | 1.1% | ||
| Q4 24 | 11.7% | 9.5% | ||
| Q3 24 | 20.4% | 12.0% | ||
| Q2 24 | 10.6% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 2.0% | 2.3% | ||
| Q3 25 | 4.2% | 3.6% | ||
| Q2 25 | 3.0% | 4.0% | ||
| Q1 25 | 3.8% | 5.0% | ||
| Q4 24 | 2.1% | 8.0% | ||
| Q3 24 | 3.8% | 8.2% | ||
| Q2 24 | 3.3% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | 2.40× | 10.20× | ||
| Q3 25 | 0.50× | 3.36× | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 1.46× | — | ||
| Q3 24 | 2.10× | 3.96× | ||
| Q2 24 | 1.24× | 2.83× |
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% |
ROG
Segment breakdown not available.
