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Side-by-side financial comparison of Essent Group Ltd. (ESNT) and INSTEEL INDUSTRIES INC (IIIN). Click either name above to swap in a different company.
Essent Group Ltd. is the larger business by last-quarter revenue ($312.4M vs $159.9M, roughly 2.0× INSTEEL INDUSTRIES INC). Essent Group Ltd. runs the higher net margin — 49.6% vs 4.7%, a 44.9% gap on every dollar of revenue. On growth, INSTEEL INDUSTRIES INC posted the faster year-over-year revenue change (23.3% vs -0.8%). Essent Group Ltd. produced more free cash flow last quarter ($848.7M vs $-2.2M). Over the past eight quarters, INSTEEL INDUSTRIES INC's revenue compounded faster (12.0% CAGR vs 2.3%).
Essentra PLC is a supplier of plastic and fibre products. The company operates internationally from headquarters in Kidlington, Oxfordshire. It is listed on the London Stock Exchange.
Insteel Industries Inc is a leading U.S. manufacturer of steel reinforcing products including welded wire reinforcement and steel fibers. It primarily serves non-residential construction, infrastructure, and precast concrete segments across North America, delivering high-performance reinforcement solutions for various construction projects.
ESNT vs IIIN — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $312.4M | $159.9M |
| Net Profit | $155.0M | $7.6M |
| Gross Margin | — | 11.3% |
| Operating Margin | 59.1% | 6.0% |
| Net Margin | 49.6% | 4.7% |
| Revenue YoY | -0.8% | 23.3% |
| Net Profit YoY | -7.7% | 602.4% |
| EPS (diluted) | $1.61 | $0.39 |
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 | $312.4M | $159.9M | ||
| Q3 25 | $311.8M | $177.4M | ||
| Q2 25 | $319.1M | $179.9M | ||
| Q1 25 | $317.6M | $160.7M | ||
| Q4 24 | $315.0M | $129.7M | ||
| Q3 24 | $316.6M | $134.3M | ||
| Q2 24 | $312.9M | $145.8M | ||
| Q1 24 | $298.4M | $127.4M |
| Q4 25 | $155.0M | $7.6M | ||
| Q3 25 | $164.2M | $14.6M | ||
| Q2 25 | $195.3M | $15.2M | ||
| Q1 25 | $175.4M | $10.2M | ||
| Q4 24 | $167.9M | $1.1M | ||
| Q3 24 | $176.2M | $4.7M | ||
| Q2 24 | $203.6M | $6.6M | ||
| Q1 24 | $181.7M | $6.9M |
| Q4 25 | — | 11.3% | ||
| Q3 25 | — | 16.1% | ||
| Q2 25 | — | 17.1% | ||
| Q1 25 | — | 15.3% | ||
| Q4 24 | — | 7.3% | ||
| Q3 24 | — | 9.1% | ||
| Q2 24 | — | 10.6% | ||
| Q1 24 | — | 12.3% |
| Q4 25 | 59.1% | 6.0% | ||
| Q3 25 | 63.9% | 10.8% | ||
| Q2 25 | 72.4% | 11.0% | ||
| Q1 25 | 65.2% | 8.3% | ||
| Q4 24 | 61.9% | 1.1% | ||
| Q3 24 | 65.6% | 4.5% | ||
| Q2 24 | 76.4% | 6.0% | ||
| Q1 24 | 71.6% | 7.0% |
| Q4 25 | 49.6% | 4.7% | ||
| Q3 25 | 52.7% | 8.2% | ||
| Q2 25 | 61.2% | 8.4% | ||
| Q1 25 | 55.2% | 6.4% | ||
| Q4 24 | 53.3% | 0.8% | ||
| Q3 24 | 55.6% | 3.5% | ||
| Q2 24 | 65.1% | 4.5% | ||
| Q1 24 | 60.9% | 5.4% |
| Q4 25 | $1.61 | $0.39 | ||
| Q3 25 | $1.67 | $0.74 | ||
| Q2 25 | $1.93 | $0.78 | ||
| Q1 25 | $1.69 | $0.52 | ||
| Q4 24 | $1.59 | $0.06 | ||
| Q3 24 | $1.65 | $0.24 | ||
| Q2 24 | $1.91 | $0.34 | ||
| Q1 24 | $1.70 | $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 | — | $15.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $5.8B | $358.8M |
| Total Assets | $7.4B | $456.1M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $15.6M | ||
| Q3 25 | — | $38.6M | ||
| Q2 25 | — | $53.7M | ||
| Q1 25 | — | $28.4M | ||
| Q4 24 | — | $36.0M | ||
| Q3 24 | — | $111.5M | ||
| Q2 24 | — | $97.7M | ||
| Q1 24 | — | $83.9M |
| Q4 25 | $5.8B | $358.8M | ||
| Q3 25 | $5.7B | $371.5M | ||
| Q2 25 | $5.7B | $356.2M | ||
| Q1 25 | $5.7B | $341.4M | ||
| Q4 24 | $5.6B | $331.6M | ||
| Q3 24 | $5.6B | $350.9M | ||
| Q2 24 | $5.4B | $346.0M | ||
| Q1 24 | $5.2B | $340.6M |
| Q4 25 | $7.4B | $456.1M | ||
| Q3 25 | $7.4B | $462.6M | ||
| Q2 25 | $7.2B | $471.9M | ||
| Q1 25 | $7.2B | $421.9M | ||
| Q4 24 | $7.1B | $404.7M | ||
| Q3 24 | $7.1B | $422.6M | ||
| Q2 24 | $6.7B | $414.6M | ||
| Q1 24 | $6.6B | $397.2M |
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 | $856.1M | $-701.0K |
| Free Cash FlowOCF − Capex | $848.7M | $-2.2M |
| FCF MarginFCF / Revenue | 271.7% | -1.4% |
| Capex IntensityCapex / Revenue | 2.4% | 0.9% |
| Cash ConversionOCF / Net Profit | 5.52× | -0.09× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $439.0K |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $856.1M | $-701.0K | ||
| Q3 25 | $215.9M | $-17.0M | ||
| Q2 25 | $189.5M | $28.5M | ||
| Q1 25 | $221.6M | $-3.3M | ||
| Q4 24 | $861.5M | $19.0M | ||
| Q3 24 | $229.2M | $16.2M | ||
| Q2 24 | $188.7M | $18.8M | ||
| Q1 24 | $216.9M | $1.4M |
| Q4 25 | $848.7M | $-2.2M | ||
| Q3 25 | $210.6M | $-18.7M | ||
| Q2 25 | $188.8M | $26.9M | ||
| Q1 25 | $221.3M | $-5.5M | ||
| Q4 24 | $854.8M | $16.3M | ||
| Q3 24 | $228.7M | $14.5M | ||
| Q2 24 | $187.6M | $15.5M | ||
| Q1 24 | $212.5M | $-580.0K |
| Q4 25 | 271.7% | -1.4% | ||
| Q3 25 | 67.5% | -10.6% | ||
| Q2 25 | 59.2% | 15.0% | ||
| Q1 25 | 69.7% | -3.5% | ||
| Q4 24 | 271.3% | 12.6% | ||
| Q3 24 | 72.2% | 10.8% | ||
| Q2 24 | 60.0% | 10.7% | ||
| Q1 24 | 71.2% | -0.5% |
| Q4 25 | 2.4% | 0.9% | ||
| Q3 25 | 1.7% | 1.0% | ||
| Q2 25 | 0.2% | 0.9% | ||
| Q1 25 | 0.1% | 1.4% | ||
| Q4 24 | 2.1% | 2.1% | ||
| Q3 24 | 0.2% | 1.3% | ||
| Q2 24 | 0.3% | 2.2% | ||
| Q1 24 | 1.5% | 1.5% |
| Q4 25 | 5.52× | -0.09× | ||
| Q3 25 | 1.31× | -1.17× | ||
| Q2 25 | 0.97× | 1.88× | ||
| Q1 25 | 1.26× | -0.32× | ||
| Q4 24 | 5.13× | 17.56× | ||
| Q3 24 | 1.30× | 3.48× | ||
| Q2 24 | 0.93× | 2.86× | ||
| Q1 24 | 1.19× | 0.20× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ESNT
| Mortgage Insurance Segment | $192.4M | 62% |
| Other | $120.0M | 38% |
IIIN
| Welded Wire Reinforcement | $108.4M | 68% |
| PC Strand | $51.6M | 32% |
