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Side-by-side financial comparison of ESCO TECHNOLOGIES INC (ESE) and Zeta Global Holdings Corp. (ZETA). Click either name above to swap in a different company.
Zeta Global Holdings Corp. is the larger business by last-quarter revenue ($394.6M vs $289.7M, roughly 1.4× ESCO TECHNOLOGIES INC). ESCO TECHNOLOGIES INC runs the higher net margin — 9.9% vs 1.7%, a 8.2% gap on every dollar of revenue. On growth, Zeta Global Holdings Corp. posted the faster year-over-year revenue change (25.4% vs 17.3%). ESCO TECHNOLOGIES INC produced more free cash flow last quarter ($63.0M vs $60.9M). Over the past eight quarters, Zeta Global Holdings Corp.'s revenue compounded faster (42.3% CAGR vs 7.8%).
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
Zeta Global Holdings Corp. is an American marketing technology company which was founded in 2007. Zeta offers companies a suite of multichannel marketing tools focused on creating, maintaining, and monetizing customer relationships. The company went public on the New York Stock Exchange on June 10, 2021, at a US$1.7 billion valuation.
ESE vs ZETA — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $289.7M | $394.6M |
| Net Profit | $28.7M | $6.5M |
| Gross Margin | 41.4% | 59.5% |
| Operating Margin | 13.2% | 4.5% |
| Net Margin | 9.9% | 1.7% |
| Revenue YoY | 17.3% | 25.4% |
| Net Profit YoY | 22.2% | -57.1% |
| EPS (diluted) | $1.11 | $0.04 |
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 | $394.6M | ||
| Q3 25 | $286.5M | $337.2M | ||
| Q2 25 | $296.3M | $308.4M | ||
| Q1 25 | $265.5M | $264.4M | ||
| Q4 24 | $247.0M | $314.7M | ||
| Q3 24 | $298.5M | $268.3M | ||
| Q2 24 | $260.8M | $227.8M | ||
| Q1 24 | $249.1M | $194.9M |
| Q4 25 | $28.7M | $6.5M | ||
| Q3 25 | $218.7M | $-3.6M | ||
| Q2 25 | $26.1M | $-12.8M | ||
| Q1 25 | $31.0M | $-21.6M | ||
| Q4 24 | $23.5M | $15.2M | ||
| Q3 24 | $34.3M | $-17.4M | ||
| Q2 24 | $29.2M | $-28.1M | ||
| Q1 24 | $23.2M | $-39.6M |
| Q4 25 | 41.4% | 59.5% | ||
| Q3 25 | 45.9% | 60.5% | ||
| Q2 25 | 41.2% | 62.1% | ||
| Q1 25 | 41.1% | 60.9% | ||
| Q4 24 | 39.8% | 60.0% | ||
| Q3 24 | 40.1% | 60.6% | ||
| Q2 24 | 39.6% | 60.0% | ||
| Q1 24 | 38.8% | 60.6% |
| Q4 25 | 13.2% | 4.5% | ||
| Q3 25 | 17.2% | 2.6% | ||
| Q2 25 | 11.2% | -1.7% | ||
| Q1 25 | 15.3% | -6.1% | ||
| Q4 24 | 11.4% | 2.2% | ||
| Q3 24 | 14.8% | -4.6% | ||
| Q2 24 | 14.3% | -11.7% | ||
| Q1 24 | 11.7% | -18.4% |
| Q4 25 | 9.9% | 1.7% | ||
| Q3 25 | 76.3% | -1.1% | ||
| Q2 25 | 8.8% | -4.2% | ||
| Q1 25 | 11.7% | -8.2% | ||
| Q4 24 | 9.5% | 4.8% | ||
| Q3 24 | 11.5% | -6.5% | ||
| Q2 24 | 11.2% | -12.3% | ||
| Q1 24 | 9.3% | -20.3% |
| Q4 25 | $1.11 | $0.04 | ||
| Q3 25 | $8.43 | $-0.02 | ||
| Q2 25 | $1.01 | $-0.06 | ||
| Q1 25 | $1.20 | $-0.10 | ||
| Q4 24 | $0.91 | $0.10 | ||
| Q3 24 | $1.32 | $-0.09 | ||
| Q2 24 | $1.13 | $-0.16 | ||
| Q1 24 | $0.90 | $-0.23 |
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 | $319.8M |
| Total DebtLower is stronger | $145.5M | $197.1M |
| Stockholders' EquityBook value | $1.6B | $804.6M |
| Total Assets | $2.4B | $1.5B |
| Debt / EquityLower = less leverage | 0.09× | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $103.8M | $319.8M | ||
| Q3 25 | $101.3M | $385.2M | ||
| Q2 25 | $78.7M | $365.3M | ||
| Q1 25 | $57.4M | $364.4M | ||
| Q4 24 | $71.3M | $366.2M | ||
| Q3 24 | $66.0M | $418.5M | ||
| Q2 24 | $63.0M | $154.7M | ||
| Q1 24 | $59.4M | $141.6M |
| Q4 25 | $145.5M | $197.1M | ||
| Q3 25 | $186.0M | $196.9M | ||
| Q2 25 | $525.0M | $196.7M | ||
| Q1 25 | $88.0M | $196.5M | ||
| Q4 24 | $112.0M | $196.3M | ||
| Q3 24 | $122.0M | $196.1M | ||
| Q2 24 | $173.0M | $184.4M | ||
| Q1 24 | $191.0M | $184.2M |
| Q4 25 | $1.6B | $804.6M | ||
| Q3 25 | $1.5B | $689.2M | ||
| Q2 25 | $1.3B | $673.3M | ||
| Q1 25 | $1.3B | $676.6M | ||
| Q4 24 | $1.2B | $676.8M | ||
| Q3 24 | $1.2B | $474.9M | ||
| Q2 24 | $1.2B | $217.0M | ||
| Q1 24 | $1.2B | $191.6M |
| Q4 25 | $2.4B | $1.5B | ||
| Q3 25 | $2.4B | $1.2B | ||
| Q2 25 | $2.5B | $1.1B | ||
| Q1 25 | $1.8B | $1.1B | ||
| Q4 24 | $1.8B | $1.1B | ||
| Q3 24 | $1.8B | $869.1M | ||
| Q2 24 | $1.8B | $583.9M | ||
| Q1 24 | $1.8B | $550.3M |
| Q4 25 | 0.09× | 0.24× | ||
| Q3 25 | 0.12× | 0.29× | ||
| Q2 25 | 0.40× | 0.29× | ||
| Q1 25 | 0.07× | 0.29× | ||
| Q4 24 | 0.09× | 0.29× | ||
| Q3 24 | 0.10× | 0.41× | ||
| Q2 24 | 0.14× | 0.85× | ||
| Q1 24 | 0.16× | 0.96× |
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 | $64.1M |
| Free Cash FlowOCF − Capex | $63.0M | $60.9M |
| FCF MarginFCF / Revenue | 21.7% | 15.4% |
| Capex IntensityCapex / Revenue | 2.0% | 0.8% |
| Cash ConversionOCF / Net Profit | 2.40× | 9.81× |
| TTM Free Cash FlowTrailing 4 quarters | $239.6M | $185.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $68.9M | $64.1M | ||
| Q3 25 | $109.9M | $57.9M | ||
| Q2 25 | $73.7M | $42.0M | ||
| Q1 25 | $24.1M | $34.8M | ||
| Q4 24 | $34.2M | $43.7M | ||
| Q3 24 | $72.1M | $34.4M | ||
| Q2 24 | $36.2M | $31.1M | ||
| Q1 24 | $10.5M | $24.7M |
| Q4 25 | $63.0M | $60.9M | ||
| Q3 25 | $97.8M | $52.4M | ||
| Q2 25 | $64.9M | $39.7M | ||
| Q1 25 | $14.0M | $32.1M | ||
| Q4 24 | $29.0M | $35.4M | ||
| Q3 24 | $60.9M | $29.5M | ||
| Q2 24 | $27.6M | $24.4M | ||
| Q1 24 | $2.0M | $18.9M |
| Q4 25 | 21.7% | 15.4% | ||
| Q3 25 | 34.1% | 15.6% | ||
| Q2 25 | 21.9% | 12.9% | ||
| Q1 25 | 5.3% | 12.1% | ||
| Q4 24 | 11.7% | 11.3% | ||
| Q3 24 | 20.4% | 11.0% | ||
| Q2 24 | 10.6% | 10.7% | ||
| Q1 24 | 0.8% | 9.7% |
| Q4 25 | 2.0% | 0.8% | ||
| Q3 25 | 4.2% | 1.6% | ||
| Q2 25 | 3.0% | 0.8% | ||
| Q1 25 | 3.8% | 1.0% | ||
| Q4 24 | 2.1% | 2.6% | ||
| Q3 24 | 3.8% | 1.8% | ||
| Q2 24 | 3.3% | 3.0% | ||
| Q1 24 | 3.4% | 3.0% |
| Q4 25 | 2.40× | 9.81× | ||
| Q3 25 | 0.50× | — | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 1.46× | 2.87× | ||
| Q3 24 | 2.10× | — | ||
| Q2 24 | 1.24× | — | ||
| 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% |
ZETA
Segment breakdown not available.
