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Side-by-side financial comparison of ESCO TECHNOLOGIES INC (ESE) and UDR, Inc. (UDR). Click either name above to swap in a different company.
UDR, Inc. is the larger business by last-quarter revenue ($425.8M vs $289.7M, roughly 1.5× ESCO TECHNOLOGIES INC). UDR, Inc. runs the higher net margin — 44.6% vs 9.9%, a 34.7% gap on every dollar of revenue. On growth, ESCO TECHNOLOGIES INC posted the faster year-over-year revenue change (17.3% vs 0.9%). Over the past eight quarters, ESCO TECHNOLOGIES INC's revenue compounded faster (7.8% CAGR vs 1.3%).
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
UDR, Inc. is a leading U.S.-headquartered real estate investment trust specializing in owning, operating, and redeveloping high-quality multifamily residential apartment communities. It operates across major U.S. metropolitan markets, catering to a diverse tenant base including young professionals, families, and middle-to-high income households.
ESE vs UDR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $289.7M | $425.8M |
| Net Profit | $28.7M | $189.8M |
| Gross Margin | 41.4% | — |
| Operating Margin | 13.2% | 54.0% |
| Net Margin | 9.9% | 44.6% |
| Revenue YoY | 17.3% | 0.9% |
| Net Profit YoY | 22.2% | 147.2% |
| EPS (diluted) | $1.11 | $0.63 |
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 | — | $425.8M | ||
| Q4 25 | $289.7M | $433.1M | ||
| Q3 25 | $286.5M | $431.9M | ||
| Q2 25 | $296.3M | $425.4M | ||
| Q1 25 | $265.5M | $421.9M | ||
| Q4 24 | $247.0M | $422.7M | ||
| Q3 24 | $298.5M | $420.2M | ||
| Q2 24 | $260.8M | $415.3M |
| Q1 26 | — | $189.8M | ||
| Q4 25 | $28.7M | $222.9M | ||
| Q3 25 | $218.7M | $40.4M | ||
| Q2 25 | $26.1M | $37.7M | ||
| Q1 25 | $31.0M | $76.7M | ||
| Q4 24 | $23.5M | $-5.0M | ||
| Q3 24 | $34.3M | $22.6M | ||
| Q2 24 | $29.2M | $28.9M |
| 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 | — | 54.0% | ||
| Q4 25 | 13.2% | 64.1% | ||
| Q3 25 | 17.2% | 17.7% | ||
| Q2 25 | 11.2% | 18.2% | ||
| Q1 25 | 15.3% | 29.0% | ||
| Q4 24 | 11.4% | 15.7% | ||
| Q3 24 | 14.8% | 16.6% | ||
| Q2 24 | 14.3% | 16.5% |
| Q1 26 | — | 44.6% | ||
| Q4 25 | 9.9% | 51.5% | ||
| Q3 25 | 76.3% | 9.4% | ||
| Q2 25 | 8.8% | 8.9% | ||
| Q1 25 | 11.7% | 18.2% | ||
| Q4 24 | 9.5% | -220.5% | ||
| Q3 24 | 11.5% | 5.4% | ||
| Q2 24 | 11.2% | 7.0% |
| Q1 26 | — | $0.63 | ||
| Q4 25 | $1.11 | $0.67 | ||
| Q3 25 | $8.43 | $0.12 | ||
| Q2 25 | $1.01 | $0.11 | ||
| Q1 25 | $1.20 | $0.23 | ||
| Q4 24 | $0.91 | $-0.01 | ||
| Q3 24 | $1.32 | $0.06 | ||
| Q2 24 | $1.13 | $0.08 |
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 | $1.3M |
| Total DebtLower is stronger | $145.5M | — |
| Stockholders' EquityBook value | $1.6B | $3.3B |
| Total Assets | $2.4B | $10.3B |
| Debt / EquityLower = less leverage | 0.09× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.3M | ||
| Q4 25 | $103.8M | $1.2M | ||
| Q3 25 | $101.3M | $1.2M | ||
| Q2 25 | $78.7M | $1.5M | ||
| Q1 25 | $57.4M | $1.3M | ||
| Q4 24 | $71.3M | $1.3M | ||
| Q3 24 | $66.0M | $2.3M | ||
| Q2 24 | $63.0M | $2.8M |
| Q1 26 | — | — | ||
| Q4 25 | $145.5M | $5.8B | ||
| Q3 25 | $186.0M | $5.8B | ||
| Q2 25 | $525.0M | $5.8B | ||
| Q1 25 | $88.0M | $5.8B | ||
| Q4 24 | $112.0M | $5.8B | ||
| Q3 24 | $122.0M | $5.9B | ||
| Q2 24 | $173.0M | $5.8B |
| Q1 26 | — | $3.3B | ||
| Q4 25 | $1.6B | $3.3B | ||
| Q3 25 | $1.5B | $3.3B | ||
| Q2 25 | $1.3B | $3.3B | ||
| Q1 25 | $1.3B | $3.3B | ||
| Q4 24 | $1.2B | $3.4B | ||
| Q3 24 | $1.2B | $3.5B | ||
| Q2 24 | $1.2B | $3.7B |
| Q1 26 | — | $10.3B | ||
| Q4 25 | $2.4B | $10.6B | ||
| Q3 25 | $2.4B | $10.6B | ||
| Q2 25 | $2.5B | $10.6B | ||
| Q1 25 | $1.8B | $10.7B | ||
| Q4 24 | $1.8B | $10.9B | ||
| Q3 24 | $1.8B | $11.1B | ||
| Q2 24 | $1.8B | $11.1B |
| Q1 26 | — | — | ||
| Q4 25 | 0.09× | 1.77× | ||
| Q3 25 | 0.12× | 1.78× | ||
| Q2 25 | 0.40× | 1.74× | ||
| Q1 25 | 0.07× | 1.74× | ||
| Q4 24 | 0.09× | 1.69× | ||
| Q3 24 | 0.10× | 1.67× | ||
| Q2 24 | 0.14× | 1.55× |
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% | 4.9% |
| 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 | $902.9M | ||
| Q3 25 | $109.9M | $234.9M | ||
| Q2 25 | $73.7M | $250.3M | ||
| Q1 25 | $24.1M | $156.2M | ||
| Q4 24 | $34.2M | $876.8M | ||
| Q3 24 | $72.1M | $230.3M | ||
| Q2 24 | $36.2M | $238.5M |
| Q1 26 | — | — | ||
| Q4 25 | $63.0M | $650.0M | ||
| Q3 25 | $97.8M | $164.6M | ||
| Q2 25 | $64.9M | $190.1M | ||
| Q1 25 | $14.0M | $103.2M | ||
| Q4 24 | $29.0M | $627.0M | ||
| Q3 24 | $60.9M | $161.3M | ||
| Q2 24 | $27.6M | $171.1M |
| Q1 26 | — | — | ||
| Q4 25 | 21.7% | 150.1% | ||
| Q3 25 | 34.1% | 38.1% | ||
| Q2 25 | 21.9% | 44.7% | ||
| Q1 25 | 5.3% | 24.5% | ||
| Q4 24 | 11.7% | 148.3% | ||
| Q3 24 | 20.4% | 38.4% | ||
| Q2 24 | 10.6% | 41.2% |
| Q1 26 | — | 4.9% | ||
| Q4 25 | 2.0% | 58.4% | ||
| Q3 25 | 4.2% | 16.3% | ||
| Q2 25 | 3.0% | 14.2% | ||
| Q1 25 | 3.8% | 12.6% | ||
| Q4 24 | 2.1% | 59.1% | ||
| Q3 24 | 3.8% | 16.4% | ||
| Q2 24 | 3.3% | 16.2% |
| Q1 26 | — | — | ||
| Q4 25 | 2.40× | 4.05× | ||
| Q3 25 | 0.50× | 5.81× | ||
| Q2 25 | 2.83× | 6.64× | ||
| Q1 25 | 0.78× | 2.04× | ||
| Q4 24 | 1.46× | — | ||
| Q3 24 | 2.10× | 10.19× | ||
| Q2 24 | 1.24× | 8.26× |
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% |
UDR
| Rental income | $423.3M | 99% |
| Joint venture management and other fees | $2.5M | 1% |
