vs
Side-by-side financial comparison of Essent Group Ltd. (ESNT) and KENNAMETAL INC (KMT). Click either name above to swap in a different company.
KENNAMETAL INC is the larger business by last-quarter revenue ($592.6M vs $312.4M, roughly 1.9× Essent Group Ltd.). Essent Group Ltd. runs the higher net margin — 49.6% vs 10.3%, a 39.3% gap on every dollar of revenue. On growth, KENNAMETAL INC posted the faster year-over-year revenue change (21.8% vs -0.8%). Over the past eight quarters, KENNAMETAL INC's revenue compounded faster (4.4% 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.
Kennametal, Inc. is a manufacturer of high-performance cutting tools and engineered components used in the aerospace, defense, transportation and oil and gas drilling industries. Its customer base is global.
ESNT vs KMT — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $312.4M | $592.6M |
| Net Profit | $155.0M | $61.1M |
| Gross Margin | — | 35.1% |
| Operating Margin | 59.1% | 13.4% |
| Net Margin | 49.6% | 10.3% |
| Revenue YoY | -0.8% | 21.8% |
| Net Profit YoY | -7.7% | 85.0% |
| EPS (diluted) | $1.61 | $0.75 |
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 | — | $592.6M | ||
| Q4 25 | $312.4M | $529.5M | ||
| Q3 25 | $311.8M | $498.0M | ||
| Q2 25 | $319.1M | $516.4M | ||
| Q1 25 | $317.6M | $486.4M | ||
| Q4 24 | $315.0M | $482.1M | ||
| Q3 24 | $316.6M | $481.9M | ||
| Q2 24 | $312.9M | $543.3M |
| Q1 26 | — | $61.1M | ||
| Q4 25 | $155.0M | $33.9M | ||
| Q3 25 | $164.2M | $23.3M | ||
| Q2 25 | $195.3M | $21.6M | ||
| Q1 25 | $175.4M | $31.5M | ||
| Q4 24 | $167.9M | $17.9M | ||
| Q3 24 | $176.2M | $22.1M | ||
| Q2 24 | $203.6M | $37.2M |
| Q1 26 | — | 35.1% | ||
| Q4 25 | — | 32.8% | ||
| Q3 25 | — | 31.0% | ||
| Q2 25 | — | 28.2% | ||
| Q1 25 | — | 32.1% | ||
| Q4 24 | — | 30.1% | ||
| Q3 24 | — | 31.3% | ||
| Q2 24 | — | 31.5% |
| Q1 26 | — | 13.4% | ||
| Q4 25 | 59.1% | 9.9% | ||
| Q3 25 | 63.9% | 7.5% | ||
| Q2 25 | 72.4% | 6.1% | ||
| Q1 25 | 65.2% | 9.1% | ||
| Q4 24 | 61.9% | 6.6% | ||
| Q3 24 | 65.6% | 7.5% | ||
| Q2 24 | 76.4% | 11.3% |
| Q1 26 | — | 10.3% | ||
| Q4 25 | 49.6% | 6.4% | ||
| Q3 25 | 52.7% | 4.7% | ||
| Q2 25 | 61.2% | 4.2% | ||
| Q1 25 | 55.2% | 6.5% | ||
| Q4 24 | 53.3% | 3.7% | ||
| Q3 24 | 55.6% | 4.6% | ||
| Q2 24 | 65.1% | 6.8% |
| Q1 26 | — | $0.75 | ||
| Q4 25 | $1.61 | $0.44 | ||
| Q3 25 | $1.67 | $0.30 | ||
| Q2 25 | $1.93 | $0.28 | ||
| Q1 25 | $1.69 | $0.41 | ||
| Q4 24 | $1.59 | $0.23 | ||
| Q3 24 | $1.65 | $0.28 | ||
| Q2 24 | $1.91 | $0.47 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $106.8M |
| Total DebtLower is stronger | — | $597.4M |
| Stockholders' EquityBook value | $5.8B | — |
| Total Assets | $7.4B | $2.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $106.8M | ||
| Q4 25 | — | $129.3M | ||
| Q3 25 | — | $103.5M | ||
| Q2 25 | — | $140.5M | ||
| Q1 25 | — | $97.5M | ||
| Q4 24 | — | $121.2M | ||
| Q3 24 | — | $119.6M | ||
| Q2 24 | — | $128.0M |
| Q1 26 | — | $597.4M | ||
| Q4 25 | — | $597.2M | ||
| Q3 25 | — | $597.0M | ||
| Q2 25 | — | $596.8M | ||
| Q1 25 | — | $596.6M | ||
| Q4 24 | — | $596.4M | ||
| Q3 24 | — | $596.2M | ||
| Q2 24 | — | $596.0M |
| Q1 26 | — | — | ||
| Q4 25 | $5.8B | $1.3B | ||
| Q3 25 | $5.7B | $1.3B | ||
| Q2 25 | $5.7B | $1.3B | ||
| Q1 25 | $5.7B | $1.2B | ||
| Q4 24 | $5.6B | $1.2B | ||
| Q3 24 | $5.6B | $1.3B | ||
| Q2 24 | $5.4B | $1.2B |
| Q1 26 | — | $2.7B | ||
| Q4 25 | $7.4B | $2.6B | ||
| Q3 25 | $7.4B | $2.5B | ||
| Q2 25 | $7.2B | $2.5B | ||
| Q1 25 | $7.2B | $2.5B | ||
| Q4 24 | $7.1B | $2.4B | ||
| Q3 24 | $7.1B | $2.5B | ||
| Q2 24 | $6.7B | $2.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.45× | ||
| Q3 25 | — | 0.46× | ||
| Q2 25 | — | 0.46× | ||
| Q1 25 | — | 0.48× | ||
| Q4 24 | — | 0.49× | ||
| Q3 24 | — | 0.47× | ||
| Q2 24 | — | 0.48× |
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 | — |
| Free Cash FlowOCF − Capex | $848.7M | — |
| FCF MarginFCF / Revenue | 271.7% | — |
| Capex IntensityCapex / Revenue | 2.4% | — |
| Cash ConversionOCF / Net Profit | 5.52× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $856.1M | $55.1M | ||
| Q3 25 | $215.9M | $17.5M | ||
| Q2 25 | $189.5M | $78.6M | ||
| Q1 25 | $221.6M | $28.8M | ||
| Q4 24 | $861.5M | $55.2M | ||
| Q3 24 | $229.2M | $45.7M | ||
| Q2 24 | $188.7M | $113.6M |
| Q1 26 | — | — | ||
| Q4 25 | $848.7M | $42.4M | ||
| Q3 25 | $210.6M | $-5.5M | ||
| Q2 25 | $188.8M | $57.1M | ||
| Q1 25 | $221.3M | $5.3M | ||
| Q4 24 | $854.8M | $35.9M | ||
| Q3 24 | $228.7M | $21.0M | ||
| Q2 24 | $187.6M | $90.3M |
| Q1 26 | — | — | ||
| Q4 25 | 271.7% | 8.0% | ||
| Q3 25 | 67.5% | -1.1% | ||
| Q2 25 | 59.2% | 11.1% | ||
| Q1 25 | 69.7% | 1.1% | ||
| Q4 24 | 271.3% | 7.5% | ||
| Q3 24 | 72.2% | 4.4% | ||
| Q2 24 | 60.0% | 16.6% |
| Q1 26 | — | — | ||
| Q4 25 | 2.4% | 2.4% | ||
| Q3 25 | 1.7% | 4.6% | ||
| Q2 25 | 0.2% | 4.2% | ||
| Q1 25 | 0.1% | 4.8% | ||
| Q4 24 | 2.1% | 4.0% | ||
| Q3 24 | 0.2% | 5.1% | ||
| Q2 24 | 0.3% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | 5.52× | 1.63× | ||
| Q3 25 | 1.31× | 0.75× | ||
| Q2 25 | 0.97× | 3.64× | ||
| Q1 25 | 1.26× | 0.92× | ||
| Q4 24 | 5.13× | 3.08× | ||
| Q3 24 | 1.30× | 2.07× | ||
| Q2 24 | 0.93× | 3.06× |
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% |
KMT
| Americas | $298.3M | 50% |
| EMEA | $174.0M | 29% |
| Asia Pacific | $120.3M | 20% |
