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Side-by-side financial comparison of ESCO TECHNOLOGIES INC (ESE) and VIRTUS INVESTMENT PARTNERS, INC. (VRTS). Click either name above to swap in a different company.
ESCO TECHNOLOGIES INC is the larger business by last-quarter revenue ($289.7M vs $208.0M, roughly 1.4× VIRTUS INVESTMENT PARTNERS, INC.). VIRTUS INVESTMENT PARTNERS, INC. runs the higher net margin — 16.3% vs 9.9%, a 6.4% gap on every dollar of revenue. On growth, ESCO TECHNOLOGIES INC posted the faster year-over-year revenue change (17.3% vs -10.9%). ESCO TECHNOLOGIES INC produced more free cash flow last quarter ($63.0M vs $-74.1M). Over the past eight quarters, ESCO TECHNOLOGIES INC's revenue compounded faster (7.8% CAGR vs -3.2%).
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
VIRTUS INVESTMENT PARTNERS, INC.VRTSEarnings & Financial Report
Virtus Investment Partners, Inc. is an American company which operates as a multi-manager asset management business, comprising a number of individual affiliated managers, each having its own investment process and brand, and the services of unaffiliated sub advisers.
ESE vs VRTS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $289.7M | $208.0M |
| Net Profit | $28.7M | $33.9M |
| Gross Margin | 41.4% | — |
| Operating Margin | 13.2% | 19.1% |
| Net Margin | 9.9% | 16.3% |
| Revenue YoY | 17.3% | -10.9% |
| Net Profit YoY | 22.2% | -14.2% |
| EPS (diluted) | $1.11 | $5.15 |
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 | $208.0M | ||
| Q3 25 | $286.5M | $216.4M | ||
| Q2 25 | $296.3M | $210.5M | ||
| Q1 25 | $265.5M | $217.9M | ||
| Q4 24 | $247.0M | $233.5M | ||
| Q3 24 | $298.5M | $227.0M | ||
| Q2 24 | $260.8M | $224.4M | ||
| Q1 24 | $249.1M | $222.0M |
| Q4 25 | $28.7M | $33.9M | ||
| Q3 25 | $218.7M | $31.3M | ||
| Q2 25 | $26.1M | $42.7M | ||
| Q1 25 | $31.0M | $28.1M | ||
| Q4 24 | $23.5M | $39.5M | ||
| Q3 24 | $34.3M | $49.1M | ||
| Q2 24 | $29.2M | $26.0M | ||
| Q1 24 | $23.2M | $37.9M |
| 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 24 | 38.8% | — |
| Q4 25 | 13.2% | 19.1% | ||
| Q3 25 | 17.2% | 21.7% | ||
| Q2 25 | 11.2% | 21.5% | ||
| Q1 25 | 15.3% | 16.8% | ||
| Q4 24 | 11.4% | 21.7% | ||
| Q3 24 | 14.8% | 24.3% | ||
| Q2 24 | 14.3% | 19.7% | ||
| Q1 24 | 11.7% | 14.5% |
| Q4 25 | 9.9% | 16.3% | ||
| Q3 25 | 76.3% | 14.5% | ||
| Q2 25 | 8.8% | 20.3% | ||
| Q1 25 | 11.7% | 12.9% | ||
| Q4 24 | 9.5% | 16.9% | ||
| Q3 24 | 11.5% | 21.6% | ||
| Q2 24 | 11.2% | 11.6% | ||
| Q1 24 | 9.3% | 17.1% |
| Q4 25 | $1.11 | $5.15 | ||
| Q3 25 | $8.43 | $4.65 | ||
| Q2 25 | $1.01 | $6.12 | ||
| Q1 25 | $1.20 | $4.05 | ||
| Q4 24 | $0.91 | $4.65 | ||
| Q3 24 | $1.32 | $5.71 | ||
| Q2 24 | $1.13 | $2.43 | ||
| Q1 24 | $0.90 | $4.10 |
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 | — |
| Total DebtLower is stronger | $145.5M | $390.0M |
| Stockholders' EquityBook value | $1.6B | $934.0M |
| Total Assets | $2.4B | $4.3B |
| Debt / EquityLower = less leverage | 0.09× | 0.42× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $103.8M | — | ||
| Q3 25 | $101.3M | — | ||
| Q2 25 | $78.7M | — | ||
| Q1 25 | $57.4M | — | ||
| Q4 24 | $71.3M | — | ||
| Q3 24 | $66.0M | — | ||
| Q2 24 | $63.0M | — | ||
| Q1 24 | $59.4M | — |
| Q4 25 | $145.5M | $390.0M | ||
| Q3 25 | $186.0M | $390.6M | ||
| Q2 25 | $525.0M | $231.3M | ||
| Q1 25 | $88.0M | $231.7M | ||
| Q4 24 | $112.0M | $232.1M | ||
| Q3 24 | $122.0M | $237.5M | ||
| Q2 24 | $173.0M | $247.6M | ||
| Q1 24 | $191.0M | $253.0M |
| Q4 25 | $1.6B | $934.0M | ||
| Q3 25 | $1.5B | $918.7M | ||
| Q2 25 | $1.3B | $896.4M | ||
| Q1 25 | $1.3B | $893.7M | ||
| Q4 24 | $1.2B | $897.5M | ||
| Q3 24 | $1.2B | $889.0M | ||
| Q2 24 | $1.2B | $868.7M | ||
| Q1 24 | $1.2B | $871.7M |
| Q4 25 | $2.4B | $4.3B | ||
| Q3 25 | $2.4B | $3.9B | ||
| Q2 25 | $2.5B | $3.7B | ||
| Q1 25 | $1.8B | $3.7B | ||
| Q4 24 | $1.8B | $4.0B | ||
| Q3 24 | $1.8B | $3.6B | ||
| Q2 24 | $1.8B | $3.6B | ||
| Q1 24 | $1.8B | $3.5B |
| Q4 25 | 0.09× | 0.42× | ||
| Q3 25 | 0.12× | 0.43× | ||
| Q2 25 | 0.40× | 0.26× | ||
| Q1 25 | 0.07× | 0.26× | ||
| Q4 24 | 0.09× | 0.26× | ||
| Q3 24 | 0.10× | 0.27× | ||
| Q2 24 | 0.14× | 0.29× | ||
| Q1 24 | 0.16× | 0.29× |
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 | $-67.2M |
| Free Cash FlowOCF − Capex | $63.0M | $-74.1M |
| FCF MarginFCF / Revenue | 21.7% | -35.6% |
| Capex IntensityCapex / Revenue | 2.0% | 3.3% |
| Cash ConversionOCF / Net Profit | 2.40× | -1.99× |
| TTM Free Cash FlowTrailing 4 quarters | $239.6M | $100.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $68.9M | $-67.2M | ||
| Q3 25 | $109.9M | $108.3M | ||
| Q2 25 | $73.7M | $75.8M | ||
| Q1 25 | $24.1M | $-3.8M | ||
| Q4 24 | $34.2M | $1.8M | ||
| Q3 24 | $72.1M | $69.1M | ||
| Q2 24 | $36.2M | $70.0M | ||
| Q1 24 | $10.5M | $-34.5M |
| Q4 25 | $63.0M | $-74.1M | ||
| Q3 25 | $97.8M | $106.9M | ||
| Q2 25 | $64.9M | $74.2M | ||
| Q1 25 | $14.0M | $-6.8M | ||
| Q4 24 | $29.0M | $-3.8M | ||
| Q3 24 | $60.9M | $68.7M | ||
| Q2 24 | $27.6M | $68.6M | ||
| Q1 24 | $2.0M | $-36.5M |
| Q4 25 | 21.7% | -35.6% | ||
| Q3 25 | 34.1% | 49.4% | ||
| Q2 25 | 21.9% | 35.2% | ||
| Q1 25 | 5.3% | -3.1% | ||
| Q4 24 | 11.7% | -1.6% | ||
| Q3 24 | 20.4% | 30.3% | ||
| Q2 24 | 10.6% | 30.6% | ||
| Q1 24 | 0.8% | -16.4% |
| Q4 25 | 2.0% | 3.3% | ||
| Q3 25 | 4.2% | 0.7% | ||
| Q2 25 | 3.0% | 0.7% | ||
| Q1 25 | 3.8% | 1.4% | ||
| Q4 24 | 2.1% | 2.4% | ||
| Q3 24 | 3.8% | 0.2% | ||
| Q2 24 | 3.3% | 0.6% | ||
| Q1 24 | 3.4% | 0.9% |
| Q4 25 | 2.40× | -1.99× | ||
| Q3 25 | 0.50× | 3.45× | ||
| Q2 25 | 2.83× | 1.77× | ||
| Q1 25 | 0.78× | -0.13× | ||
| Q4 24 | 1.46× | 0.04× | ||
| Q3 24 | 2.10× | 1.41× | ||
| Q2 24 | 1.24× | 2.69× | ||
| Q1 24 | 0.45× | -0.91× |
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% |
VRTS
| Open End Funds | $68.9M | 33% |
| Retail Separate Accounts | $51.3M | 25% |
| Institutional Accounts | $39.6M | 19% |
| Administration And Shareholder Service Fees | $18.4M | 9% |
| Closed End Funds | $15.9M | 8% |
| Distribution And Service Fees | $12.3M | 6% |
