vs
Side-by-side financial comparison of Essent Group Ltd. (ESNT) and Bristow Group Inc. (VTOL). Click either name above to swap in a different company.
Bristow Group Inc. is the larger business by last-quarter revenue ($377.3M vs $312.4M, roughly 1.2× Essent Group Ltd.). Essent Group Ltd. runs the higher net margin — 49.6% vs 4.9%, a 44.7% gap on every dollar of revenue. On growth, Bristow Group Inc. posted the faster year-over-year revenue change (6.7% vs -0.8%). Essent Group Ltd. produced more free cash flow last quarter ($848.7M vs $47.8M). Over the past eight quarters, Bristow Group Inc.'s revenue compounded faster (5.8% 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.
Bristow Helicopters Limited is a British civil helicopter operator originally based at Aberdeen Airport, Scotland, which is currently a part of the U.S.-based Bristow Group which in turn has its corporate headquarters in Houston, Texas, U.S. In 2020, Bristow Group was merged with Era Helicopters, a large U.S.-based commercial helicopter operator that was previously a division of Era Aviation, with the two companies then continuing to use the Bristow name.
ESNT vs VTOL — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $312.4M | $377.3M |
| Net Profit | $155.0M | $18.4M |
| Gross Margin | — | — |
| Operating Margin | 59.1% | 8.5% |
| Net Margin | 49.6% | 4.9% |
| Revenue YoY | -0.8% | 6.7% |
| Net Profit YoY | -7.7% | -42.1% |
| EPS (diluted) | $1.61 | $0.61 |
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 | $377.3M | ||
| Q3 25 | $311.8M | $386.3M | ||
| Q2 25 | $319.1M | $376.4M | ||
| Q1 25 | $317.6M | $350.5M | ||
| Q4 24 | $315.0M | $353.5M | ||
| Q3 24 | $316.6M | $365.1M | ||
| Q2 24 | $312.9M | $359.7M | ||
| Q1 24 | $298.4M | $337.1M |
| Q4 25 | $155.0M | $18.4M | ||
| Q3 25 | $164.2M | $51.5M | ||
| Q2 25 | $195.3M | $31.7M | ||
| Q1 25 | $175.4M | $27.4M | ||
| Q4 24 | $167.9M | $31.8M | ||
| Q3 24 | $176.2M | $28.2M | ||
| Q2 24 | $203.6M | $28.2M | ||
| Q1 24 | $181.7M | $6.6M |
| Q4 25 | 59.1% | 8.5% | ||
| Q3 25 | 63.9% | 13.1% | ||
| Q2 25 | 72.4% | 11.3% | ||
| Q1 25 | 65.2% | 9.6% | ||
| Q4 24 | 61.9% | 9.0% | ||
| Q3 24 | 65.6% | 9.1% | ||
| Q2 24 | 76.4% | 12.4% | ||
| Q1 24 | 71.6% | 6.8% |
| Q4 25 | 49.6% | 4.9% | ||
| Q3 25 | 52.7% | 13.3% | ||
| Q2 25 | 61.2% | 8.4% | ||
| Q1 25 | 55.2% | 7.8% | ||
| Q4 24 | 53.3% | 9.0% | ||
| Q3 24 | 55.6% | 7.7% | ||
| Q2 24 | 65.1% | 7.8% | ||
| Q1 24 | 60.9% | 2.0% |
| Q4 25 | $1.61 | $0.61 | ||
| Q3 25 | $1.67 | $1.72 | ||
| Q2 25 | $1.93 | $1.07 | ||
| Q1 25 | $1.69 | $0.92 | ||
| Q4 24 | $1.59 | $1.07 | ||
| Q3 24 | $1.65 | $0.95 | ||
| Q2 24 | $1.91 | $0.96 | ||
| Q1 24 | $1.70 | $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 | — | $286.2M |
| Total DebtLower is stronger | — | $671.5M |
| Stockholders' EquityBook value | $5.8B | $1.1B |
| Total Assets | $7.4B | $2.3B |
| Debt / EquityLower = less leverage | — | 0.63× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $286.2M | ||
| Q3 25 | — | $245.5M | ||
| Q2 25 | — | $251.8M | ||
| Q1 25 | — | $191.1M | ||
| Q4 24 | — | $247.5M | ||
| Q3 24 | — | $200.3M | ||
| Q2 24 | — | $178.6M | ||
| Q1 24 | — | $140.6M |
| Q4 25 | — | $671.5M | ||
| Q3 25 | — | $675.0M | ||
| Q2 25 | — | $705.2M | ||
| Q1 25 | — | $701.9M | ||
| Q4 24 | — | $689.8M | ||
| Q3 24 | — | $629.1M | ||
| Q2 24 | — | $594.2M | ||
| Q1 24 | — | $544.1M |
| Q4 25 | $5.8B | $1.1B | ||
| Q3 25 | $5.7B | $1.0B | ||
| Q2 25 | $5.7B | $984.4M | ||
| Q1 25 | $5.7B | $931.7M | ||
| Q4 24 | $5.6B | $891.7M | ||
| Q3 24 | $5.6B | $899.2M | ||
| Q2 24 | $5.4B | $849.1M | ||
| Q1 24 | $5.2B | $820.7M |
| Q4 25 | $7.4B | $2.3B | ||
| Q3 25 | $7.4B | $2.3B | ||
| Q2 25 | $7.2B | $2.3B | ||
| Q1 25 | $7.2B | $2.2B | ||
| Q4 24 | $7.1B | $2.1B | ||
| Q3 24 | $7.1B | $2.1B | ||
| Q2 24 | $6.7B | $2.0B | ||
| Q1 24 | $6.6B | $1.9B |
| Q4 25 | — | 0.63× | ||
| Q3 25 | — | 0.65× | ||
| Q2 25 | — | 0.72× | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | 0.77× | ||
| Q3 24 | — | 0.70× | ||
| Q2 24 | — | 0.70× | ||
| Q1 24 | — | 0.66× |
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 | $76.9M |
| Free Cash FlowOCF − Capex | $848.7M | $47.8M |
| FCF MarginFCF / Revenue | 271.7% | 12.7% |
| Capex IntensityCapex / Revenue | 2.4% | 7.7% |
| Cash ConversionOCF / Net Profit | 5.52× | 4.17× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $56.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $856.1M | $76.9M | ||
| Q3 25 | $215.9M | $23.1M | ||
| Q2 25 | $189.5M | $99.0M | ||
| Q1 25 | $221.6M | $-603.0K | ||
| Q4 24 | $861.5M | $51.1M | ||
| Q3 24 | $229.2M | $66.0M | ||
| Q2 24 | $188.7M | $33.7M | ||
| Q1 24 | $216.9M | $26.7M |
| Q4 25 | $848.7M | $47.8M | ||
| Q3 25 | $210.6M | $-6.2M | ||
| Q2 25 | $188.8M | $67.4M | ||
| Q1 25 | $221.3M | $-52.7M | ||
| Q4 24 | $854.8M | $-32.4M | ||
| Q3 24 | $228.7M | $9.0M | ||
| Q2 24 | $187.6M | $-16.7M | ||
| Q1 24 | $212.5M | $-37.9M |
| Q4 25 | 271.7% | 12.7% | ||
| Q3 25 | 67.5% | -1.6% | ||
| Q2 25 | 59.2% | 17.9% | ||
| Q1 25 | 69.7% | -15.0% | ||
| Q4 24 | 271.3% | -9.2% | ||
| Q3 24 | 72.2% | 2.5% | ||
| Q2 24 | 60.0% | -4.6% | ||
| Q1 24 | 71.2% | -11.2% |
| Q4 25 | 2.4% | 7.7% | ||
| Q3 25 | 1.7% | 7.6% | ||
| Q2 25 | 0.2% | 8.4% | ||
| Q1 25 | 0.1% | 14.9% | ||
| Q4 24 | 2.1% | 23.6% | ||
| Q3 24 | 0.2% | 15.6% | ||
| Q2 24 | 0.3% | 14.0% | ||
| Q1 24 | 1.5% | 19.2% |
| Q4 25 | 5.52× | 4.17× | ||
| Q3 25 | 1.31× | 0.45× | ||
| Q2 25 | 0.97× | 3.12× | ||
| Q1 25 | 1.26× | -0.02× | ||
| Q4 24 | 5.13× | 1.61× | ||
| Q3 24 | 1.30× | 2.34× | ||
| Q2 24 | 0.93× | 1.20× | ||
| Q1 24 | 1.19× | 4.04× |
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% |
VTOL
| Offshore Energy Services | $247.5M | 66% |
| Government Services | $100.1M | 27% |
| Other | $21.9M | 6% |
| Related Party | $7.8M | 2% |
