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Side-by-side financial comparison of ESCO TECHNOLOGIES INC (ESE) and Walker & Dunlop, Inc. (WD). Click either name above to swap in a different company.
Walker & Dunlop, Inc. is the larger business by last-quarter revenue ($340.0M vs $289.7M, roughly 1.2× ESCO TECHNOLOGIES INC). ESCO TECHNOLOGIES INC runs the higher net margin — 9.9% vs -12.9%, a 22.8% gap on every dollar of revenue. On growth, ESCO TECHNOLOGIES INC posted the faster year-over-year revenue change (17.3% vs -0.4%). ESCO TECHNOLOGIES INC produced more free cash flow last quarter ($63.0M vs $-680.1M). Over the past eight quarters, Walker & Dunlop, Inc.'s revenue compounded faster (22.1% CAGR vs 7.8%).
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
ESE vs WD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $289.7M | $340.0M |
| Net Profit | $28.7M | $-13.9M |
| Gross Margin | 41.4% | — |
| Operating Margin | 13.2% | -17.2% |
| Net Margin | 9.9% | -12.9% |
| Revenue YoY | 17.3% | -0.4% |
| Net Profit YoY | 22.2% | -131.0% |
| EPS (diluted) | $1.11 | $-0.41 |
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 | $340.0M | ||
| Q3 25 | $286.5M | $337.7M | ||
| Q2 25 | $296.3M | $319.2M | ||
| Q1 25 | $265.5M | $237.4M | ||
| Q4 24 | $247.0M | $341.5M | ||
| Q3 24 | $298.5M | $292.3M | ||
| Q2 24 | $260.8M | $270.7M | ||
| Q1 24 | $249.1M | $228.1M |
| Q4 25 | $28.7M | $-13.9M | ||
| Q3 25 | $218.7M | $33.5M | ||
| Q2 25 | $26.1M | $34.0M | ||
| Q1 25 | $31.0M | $2.8M | ||
| Q4 24 | $23.5M | $44.8M | ||
| Q3 24 | $34.3M | $28.8M | ||
| Q2 24 | $29.2M | $22.7M | ||
| Q1 24 | $23.2M | $11.9M |
| 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% | -17.2% | ||
| Q3 25 | 17.2% | 13.6% | ||
| Q2 25 | 11.2% | 14.5% | ||
| Q1 25 | 15.3% | 2.2% | ||
| Q4 24 | 11.4% | 15.3% | ||
| Q3 24 | 14.8% | 12.8% | ||
| Q2 24 | 14.3% | 10.4% | ||
| Q1 24 | 11.7% | 6.0% |
| Q4 25 | 9.9% | -12.9% | ||
| Q3 25 | 76.3% | 9.9% | ||
| Q2 25 | 8.8% | 10.6% | ||
| Q1 25 | 11.7% | 1.2% | ||
| Q4 24 | 9.5% | 13.1% | ||
| Q3 24 | 11.5% | 9.9% | ||
| Q2 24 | 11.2% | 8.4% | ||
| Q1 24 | 9.3% | 5.2% |
| Q4 25 | $1.11 | $-0.41 | ||
| Q3 25 | $8.43 | $0.98 | ||
| Q2 25 | $1.01 | $0.99 | ||
| Q1 25 | $1.20 | $0.08 | ||
| Q4 24 | $0.91 | $1.32 | ||
| Q3 24 | $1.32 | $0.85 | ||
| Q2 24 | $1.13 | $0.67 | ||
| Q1 24 | $0.90 | $0.35 |
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 | $299.3M |
| Total DebtLower is stronger | $145.5M | — |
| Stockholders' EquityBook value | $1.6B | $1.7B |
| Total Assets | $2.4B | $5.1B |
| Debt / EquityLower = less leverage | 0.09× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $103.8M | $299.3M | ||
| Q3 25 | $101.3M | $274.8M | ||
| Q2 25 | $78.7M | $233.7M | ||
| Q1 25 | $57.4M | $181.0M | ||
| Q4 24 | $71.3M | $279.3M | ||
| Q3 24 | $66.0M | $179.8M | ||
| Q2 24 | $63.0M | $208.1M | ||
| Q1 24 | $59.4M | $216.5M |
| 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 24 | $191.0M | — |
| Q4 25 | $1.6B | $1.7B | ||
| Q3 25 | $1.5B | $1.8B | ||
| Q2 25 | $1.3B | $1.8B | ||
| Q1 25 | $1.3B | $1.7B | ||
| Q4 24 | $1.2B | $1.7B | ||
| Q3 24 | $1.2B | $1.7B | ||
| Q2 24 | $1.2B | $1.7B | ||
| Q1 24 | $1.2B | $1.7B |
| Q4 25 | $2.4B | $5.1B | ||
| Q3 25 | $2.4B | $5.8B | ||
| Q2 25 | $2.5B | $4.7B | ||
| Q1 25 | $1.8B | $4.5B | ||
| Q4 24 | $1.8B | $4.4B | ||
| Q3 24 | $1.8B | $4.6B | ||
| Q2 24 | $1.8B | $4.2B | ||
| Q1 24 | $1.8B | $3.8B |
| 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× | — | ||
| 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 | $-664.3M |
| Free Cash FlowOCF − Capex | $63.0M | $-680.1M |
| FCF MarginFCF / Revenue | 21.7% | -200.0% |
| Capex IntensityCapex / Revenue | 2.0% | 4.6% |
| Cash ConversionOCF / Net Profit | 2.40× | — |
| TTM Free Cash FlowTrailing 4 quarters | $239.6M | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $68.9M | $-664.3M | ||
| Q3 25 | $109.9M | $-948.1M | ||
| Q2 25 | $73.7M | $-238.5M | ||
| Q1 25 | $24.1M | $-281.1M | ||
| Q4 24 | $34.2M | $129.4M | ||
| Q3 24 | $72.1M | $-202.0M | ||
| Q2 24 | $36.2M | $-237.8M | ||
| Q1 24 | $10.5M | $38.4M |
| Q4 25 | $63.0M | $-680.1M | ||
| Q3 25 | $97.8M | $-950.4M | ||
| Q2 25 | $64.9M | $-241.0M | ||
| Q1 25 | $14.0M | $-284.7M | ||
| Q4 24 | $29.0M | $116.4M | ||
| Q3 24 | $60.9M | $-204.0M | ||
| Q2 24 | $27.6M | $-241.7M | ||
| Q1 24 | $2.0M | $35.2M |
| Q4 25 | 21.7% | -200.0% | ||
| Q3 25 | 34.1% | -281.5% | ||
| Q2 25 | 21.9% | -75.5% | ||
| Q1 25 | 5.3% | -120.0% | ||
| Q4 24 | 11.7% | 34.1% | ||
| Q3 24 | 20.4% | -69.8% | ||
| Q2 24 | 10.6% | -89.3% | ||
| Q1 24 | 0.8% | 15.4% |
| Q4 25 | 2.0% | 4.6% | ||
| Q3 25 | 4.2% | 0.7% | ||
| Q2 25 | 3.0% | 0.8% | ||
| Q1 25 | 3.8% | 1.5% | ||
| Q4 24 | 2.1% | 3.8% | ||
| Q3 24 | 3.8% | 0.7% | ||
| Q2 24 | 3.3% | 1.4% | ||
| Q1 24 | 3.4% | 1.4% |
| Q4 25 | 2.40× | — | ||
| Q3 25 | 0.50× | -28.34× | ||
| Q2 25 | 2.83× | -7.02× | ||
| Q1 25 | 0.78× | -102.07× | ||
| Q4 24 | 1.46× | 2.89× | ||
| Q3 24 | 2.10× | -7.01× | ||
| Q2 24 | 1.24× | -10.49× | ||
| Q1 24 | 0.45× | 3.24× |
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% |
WD
Segment breakdown not available.
