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Side-by-side financial comparison of ESCO TECHNOLOGIES INC (ESE) and Skyward Specialty Insurance Group, Inc. (SKWD). Click either name above to swap in a different company.
Skyward Specialty Insurance Group, Inc. is the larger business by last-quarter revenue ($475.9M vs $289.7M, roughly 1.6× ESCO TECHNOLOGIES INC). Skyward Specialty Insurance Group, Inc. runs the higher net margin — 10.5% vs 9.9%, a 0.5% gap on every dollar of revenue. On growth, Skyward Specialty Insurance Group, Inc. posted the faster year-over-year revenue change (44.8% vs 17.3%). Over the past eight quarters, Skyward Specialty Insurance Group, Inc.'s revenue compounded faster (30.4% CAGR vs 7.8%).
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
Skyward Specialty Insurance Group, Inc. is a specialty property and casualty insurance provider offering tailored coverage solutions including commercial auto, general liability, professional indemnity, and specialty property policies. It primarily serves small-to-medium enterprises and niche industry segments across the United States, focusing on underwriting complex, hard-to-place risks for underserved client groups.
ESE vs SKWD — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $289.7M | $475.9M |
| Net Profit | $28.7M | $49.7M |
| Gross Margin | 41.4% | — |
| Operating Margin | 13.2% | 14.9% |
| Net Margin | 9.9% | 10.5% |
| Revenue YoY | 17.3% | 44.8% |
| Net Profit YoY | 22.2% | — |
| EPS (diluted) | $1.11 | $1.09 |
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 | — | $475.9M | ||
| Q4 25 | $289.7M | $385.6M | ||
| Q3 25 | $286.5M | $382.5M | ||
| Q2 25 | $296.3M | $319.9M | ||
| Q1 25 | $265.5M | $328.5M | ||
| Q4 24 | $247.0M | $304.4M | ||
| Q3 24 | $298.5M | $300.9M | ||
| Q2 24 | $260.8M | $279.9M |
| Q1 26 | — | $49.7M | ||
| Q4 25 | $28.7M | $43.2M | ||
| Q3 25 | $218.7M | $45.9M | ||
| Q2 25 | $26.1M | $38.8M | ||
| Q1 25 | $31.0M | $42.1M | ||
| Q4 24 | $23.5M | $14.4M | ||
| Q3 24 | $34.3M | $36.7M | ||
| Q2 24 | $29.2M | $31.0M |
| Q1 26 | — | — | ||
| 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 26 | — | 14.9% | ||
| Q4 25 | 13.2% | 14.2% | ||
| Q3 25 | 17.2% | 15.8% | ||
| Q2 25 | 11.2% | 15.6% | ||
| Q1 25 | 15.3% | 15.7% | ||
| Q4 24 | 11.4% | 6.1% | ||
| Q3 24 | 14.8% | 15.6% | ||
| Q2 24 | 14.3% | 14.4% |
| Q1 26 | — | 10.5% | ||
| Q4 25 | 9.9% | 11.2% | ||
| Q3 25 | 76.3% | 12.0% | ||
| Q2 25 | 8.8% | 12.1% | ||
| Q1 25 | 11.7% | 12.8% | ||
| Q4 24 | 9.5% | 4.7% | ||
| Q3 24 | 11.5% | 12.2% | ||
| Q2 24 | 11.2% | 11.1% |
| Q1 26 | — | $1.09 | ||
| Q4 25 | $1.11 | $1.03 | ||
| Q3 25 | $8.43 | $1.10 | ||
| Q2 25 | $1.01 | $0.93 | ||
| Q1 25 | $1.20 | $1.01 | ||
| Q4 24 | $0.91 | $0.33 | ||
| Q3 24 | $1.32 | $0.89 | ||
| Q2 24 | $1.13 | $0.75 |
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 | $4.1M |
| Total DebtLower is stronger | $145.5M | — |
| Stockholders' EquityBook value | $1.6B | $1.2B |
| Total Assets | $2.4B | $6.5B |
| Debt / EquityLower = less leverage | 0.09× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $4.1M | ||
| Q4 25 | $103.8M | $168.5M | ||
| Q3 25 | $101.3M | $160.1M | ||
| Q2 25 | $78.7M | $136.6M | ||
| Q1 25 | $57.4M | $112.9M | ||
| Q4 24 | $71.3M | $121.6M | ||
| Q3 24 | $66.0M | $105.6M | ||
| Q2 24 | $63.0M | $73.0M |
| 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 | $1.0B | ||
| Q3 25 | $1.5B | $961.4M | ||
| Q2 25 | $1.3B | $899.9M | ||
| Q1 25 | $1.3B | $850.7M | ||
| Q4 24 | $1.2B | $794.0M | ||
| Q3 24 | $1.2B | $797.5M | ||
| Q2 24 | $1.2B | $723.6M |
| Q1 26 | — | $6.5B | ||
| Q4 25 | $2.4B | $4.8B | ||
| Q3 25 | $2.4B | $4.6B | ||
| Q2 25 | $2.5B | $4.3B | ||
| Q1 25 | $1.8B | $4.0B | ||
| Q4 24 | $1.8B | $3.7B | ||
| Q3 24 | $1.8B | $3.6B | ||
| Q2 24 | $1.8B | $3.4B |
| 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 | — |
| 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.
| Q1 26 | — | — | ||
| Q4 25 | $68.9M | $408.1M | ||
| Q3 25 | $109.9M | $171.4M | ||
| Q2 25 | $73.7M | $88.2M | ||
| Q1 25 | $24.1M | $96.8M | ||
| Q4 24 | $34.2M | $305.1M | ||
| Q3 24 | $72.1M | $168.0M | ||
| Q2 24 | $36.2M | $21.0M |
| Q1 26 | — | — | ||
| Q4 25 | $63.0M | $402.6M | ||
| Q3 25 | $97.8M | $168.9M | ||
| Q2 25 | $64.9M | $87.1M | ||
| Q1 25 | $14.0M | $96.6M | ||
| Q4 24 | $29.0M | $300.9M | ||
| Q3 24 | $60.9M | $167.6M | ||
| Q2 24 | $27.6M | $18.4M |
| Q1 26 | — | — | ||
| Q4 25 | 21.7% | 104.4% | ||
| Q3 25 | 34.1% | 44.2% | ||
| Q2 25 | 21.9% | 27.2% | ||
| Q1 25 | 5.3% | 29.4% | ||
| Q4 24 | 11.7% | 98.8% | ||
| Q3 24 | 20.4% | 55.7% | ||
| Q2 24 | 10.6% | 6.6% |
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 1.4% | ||
| Q3 25 | 4.2% | 0.6% | ||
| Q2 25 | 3.0% | 0.3% | ||
| Q1 25 | 3.8% | 0.1% | ||
| Q4 24 | 2.1% | 1.4% | ||
| Q3 24 | 3.8% | 0.1% | ||
| Q2 24 | 3.3% | 0.9% |
| Q1 26 | — | — | ||
| Q4 25 | 2.40× | 9.44× | ||
| Q3 25 | 0.50× | 3.73× | ||
| Q2 25 | 2.83× | 2.27× | ||
| Q1 25 | 0.78× | 2.30× | ||
| Q4 24 | 1.46× | 21.18× | ||
| Q3 24 | 2.10× | 4.58× | ||
| Q2 24 | 1.24× | 0.68× |
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% |
SKWD
Segment breakdown not available.
