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Side-by-side financial comparison of ESCO TECHNOLOGIES INC (ESE) and STONERIDGE INC (SRI). Click either name above to swap in a different company.
ESCO TECHNOLOGIES INC is the larger business by last-quarter revenue ($289.7M vs $205.2M, roughly 1.4× STONERIDGE INC). On growth, ESCO TECHNOLOGIES INC posted the faster year-over-year revenue change (17.3% vs -6.0%). ESCO TECHNOLOGIES INC produced more free cash flow last quarter ($63.0M vs $2.6M). Over the past eight quarters, ESCO TECHNOLOGIES INC's revenue compounded faster (7.8% CAGR vs -7.4%).
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
Stoneridge Inc is a global designer and manufacturer of advanced electrical and electronic components, integrated systems, and sensor solutions. It serves automotive, commercial vehicle, off-highway, and aerospace sectors, delivering products that boost vehicle safety, efficiency, connectivity, and environmental performance across key global markets.
ESE vs SRI — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $289.7M | $205.2M |
| Net Profit | $28.7M | — |
| Gross Margin | 41.4% | 16.2% |
| Operating Margin | 13.2% | -14.4% |
| Net Margin | 9.9% | — |
| Revenue YoY | 17.3% | -6.0% |
| Net Profit YoY | 22.2% | — |
| EPS (diluted) | $1.11 | $-2.76 |
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 | $205.2M | ||
| Q3 25 | $286.5M | $210.3M | ||
| Q2 25 | $296.3M | $228.0M | ||
| Q1 25 | $265.5M | $217.9M | ||
| Q4 24 | $247.0M | $218.2M | ||
| Q3 24 | $298.5M | $213.8M | ||
| Q2 24 | $260.8M | $237.1M | ||
| Q1 24 | $249.1M | $239.2M |
| Q4 25 | $28.7M | — | ||
| Q3 25 | $218.7M | $-9.4M | ||
| Q2 25 | $26.1M | $-9.4M | ||
| Q1 25 | $31.0M | $-7.2M | ||
| Q4 24 | $23.5M | — | ||
| Q3 24 | $34.3M | $-7.1M | ||
| Q2 24 | $29.2M | $2.8M | ||
| Q1 24 | $23.2M | $-6.1M |
| Q4 25 | 41.4% | 16.2% | ||
| Q3 25 | 45.9% | 20.3% | ||
| Q2 25 | 41.2% | 21.5% | ||
| Q1 25 | 41.1% | 21.2% | ||
| Q4 24 | 39.8% | 19.5% | ||
| Q3 24 | 40.1% | 20.8% | ||
| Q2 24 | 39.6% | 22.7% | ||
| Q1 24 | 38.8% | 20.2% |
| Q4 25 | 13.2% | -14.4% | ||
| Q3 25 | 17.2% | -1.6% | ||
| Q2 25 | 11.2% | -1.1% | ||
| Q1 25 | 15.3% | -1.5% | ||
| Q4 24 | 11.4% | -2.0% | ||
| Q3 24 | 14.8% | 0.1% | ||
| Q2 24 | 14.3% | 1.4% | ||
| Q1 24 | 11.7% | 0.1% |
| Q4 25 | 9.9% | — | ||
| Q3 25 | 76.3% | -4.5% | ||
| Q2 25 | 8.8% | -4.1% | ||
| Q1 25 | 11.7% | -3.3% | ||
| Q4 24 | 9.5% | — | ||
| Q3 24 | 11.5% | -3.3% | ||
| Q2 24 | 11.2% | 1.2% | ||
| Q1 24 | 9.3% | -2.6% |
| Q4 25 | $1.11 | $-2.76 | ||
| Q3 25 | $8.43 | $-0.34 | ||
| Q2 25 | $1.01 | $-0.34 | ||
| Q1 25 | $1.20 | $-0.26 | ||
| Q4 24 | $0.91 | $-0.22 | ||
| Q3 24 | $1.32 | $-0.26 | ||
| Q2 24 | $1.13 | $0.10 | ||
| Q1 24 | $0.90 | $-0.22 |
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 | $66.3M |
| Total DebtLower is stronger | $145.5M | $180.9M |
| Stockholders' EquityBook value | $1.6B | $179.8M |
| Total Assets | $2.4B | $551.2M |
| Debt / EquityLower = less leverage | 0.09× | 1.01× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $103.8M | $66.3M | ||
| Q3 25 | $101.3M | $54.0M | ||
| Q2 25 | $78.7M | $49.8M | ||
| Q1 25 | $57.4M | $79.1M | ||
| Q4 24 | $71.3M | $71.8M | ||
| Q3 24 | $66.0M | $54.1M | ||
| Q2 24 | $63.0M | $42.1M | ||
| Q1 24 | $59.4M | $48.4M |
| Q4 25 | $145.5M | $180.9M | ||
| Q3 25 | $186.0M | — | ||
| Q2 25 | $525.0M | — | ||
| Q1 25 | $88.0M | — | ||
| Q4 24 | $112.0M | $201.6M | ||
| Q3 24 | $122.0M | — | ||
| Q2 24 | $173.0M | — | ||
| Q1 24 | $191.0M | — |
| Q4 25 | $1.6B | $179.8M | ||
| Q3 25 | $1.5B | $251.2M | ||
| Q2 25 | $1.3B | $260.5M | ||
| Q1 25 | $1.3B | $253.1M | ||
| Q4 24 | $1.2B | $245.3M | ||
| Q3 24 | $1.2B | $271.4M | ||
| Q2 24 | $1.2B | $270.5M | ||
| Q1 24 | $1.2B | $277.3M |
| Q4 25 | $2.4B | $551.2M | ||
| Q3 25 | $2.4B | $632.1M | ||
| Q2 25 | $2.5B | $639.4M | ||
| Q1 25 | $1.8B | $657.4M | ||
| Q4 24 | $1.8B | $621.6M | ||
| Q3 24 | $1.8B | $662.5M | ||
| Q2 24 | $1.8B | $666.7M | ||
| Q1 24 | $1.8B | $675.4M |
| Q4 25 | 0.09× | 1.01× | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | 0.40× | — | ||
| Q1 25 | 0.07× | — | ||
| Q4 24 | 0.09× | 0.82× | ||
| 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 | $8.8M |
| Free Cash FlowOCF − Capex | $63.0M | $2.6M |
| FCF MarginFCF / Revenue | 21.7% | 1.3% |
| Capex IntensityCapex / Revenue | 2.0% | 3.0% |
| Cash ConversionOCF / Net Profit | 2.40× | — |
| TTM Free Cash FlowTrailing 4 quarters | $239.6M | $12.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $68.9M | $8.8M | ||
| Q3 25 | $109.9M | $3.6M | ||
| Q2 25 | $73.7M | $10.7M | ||
| Q1 25 | $24.1M | $10.9M | ||
| Q4 24 | $34.2M | $19.2M | ||
| Q3 24 | $72.1M | $10.8M | ||
| Q2 24 | $36.2M | $8.7M | ||
| Q1 24 | $10.5M | $9.1M |
| Q4 25 | $63.0M | $2.6M | ||
| Q3 25 | $97.8M | $-2.7M | ||
| Q2 25 | $64.9M | $7.4M | ||
| Q1 25 | $14.0M | $4.8M | ||
| Q4 24 | $29.0M | $14.0M | ||
| Q3 24 | $60.9M | $4.6M | ||
| Q2 24 | $27.6M | $1.5M | ||
| Q1 24 | $2.0M | $3.3M |
| Q4 25 | 21.7% | 1.3% | ||
| Q3 25 | 34.1% | -1.3% | ||
| Q2 25 | 21.9% | 3.3% | ||
| Q1 25 | 5.3% | 2.2% | ||
| Q4 24 | 11.7% | 6.4% | ||
| Q3 24 | 20.4% | 2.2% | ||
| Q2 24 | 10.6% | 0.6% | ||
| Q1 24 | 0.8% | 1.4% |
| Q4 25 | 2.0% | 3.0% | ||
| Q3 25 | 4.2% | 3.0% | ||
| Q2 25 | 3.0% | 1.4% | ||
| Q1 25 | 3.8% | 2.8% | ||
| Q4 24 | 2.1% | 2.4% | ||
| Q3 24 | 3.8% | 2.9% | ||
| Q2 24 | 3.3% | 3.0% | ||
| Q1 24 | 3.4% | 2.4% |
| 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× | 3.11× | ||
| 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% |
SRI
| Control Devices | $51.7M | 25% |
| Electronics | $38.0M | 19% |
| EE | $34.2M | 17% |
| SE | $28.6M | 14% |
| NL | $24.5M | 12% |
| Stoneridge Brazil | $14.1M | 7% |
| Asia Pacific | $13.1M | 6% |
