Filing Flows › Comparisons › ESE vs AIOT
ESCO Technologies vs Powerfleet: ESE and AIOT compared
ESCO Technologies is the larger company: $339M of revenue in its latest quarter (Q3 FY26) against $111M for Powerfleet (Q1 FY27). ESCO Technologies is growing faster (+14% against +6% a year earlier). ESCO Technologies is more profitable, with an operating margin of 12.1% against 0.2%.
Where the money goes: ESE and AIOT
ESCO Technologies (ESE) · Q3 FY26
ESCO Technologies, Q3 FY26: revenue $339M (+14% year over year), operating margin 12.1%, net earnings $32.7M, operating cash flow $58.8M. The chart follows the revenue to costs, profit and cash.
Powerfleet (AIOT) · Q1 FY27
Powerfleet, Q1 FY27: revenue $111M (+6% year over year), operating margin 0.2%, net loss $8.3M, operating cash flow $8.4M. The chart follows the revenue to costs, profit and cash.
| ESCO Technologies (ESE) | Powerfleet (AIOT) | |
|---|---|---|
| Latest quarter | Q3 FY26 | Q1 FY27 |
| Revenue | $339M | $111M |
| Revenue growth, Y/Y | +14% | +6% |
| Operating margin | 12.1% | 0.2% |
| Net earnings | $32.7M | −$8.3M |
| Net margin | 9.7% | -7.5% |
| Operating cash flow | $58.8M | $8.4M |
| Free cash flow | $47.3M | $3.6M |
| Market value | $6.0B | — |
| P/E | 42.8× | — |
| Analysts’ mean target | $352.75 | — |
Where the revenue comes from
ESCO Technologies
- Aerospace and Defense: $168M (50%)
- USG: $100M (29%)
- Test: $70.9M (21%)
Powerfleet
- Services: $94.3M (85%)
- Products: $16.5M (15%)
Questions
Which is bigger, ESCO Technologies or Powerfleet?
ESCO Technologies is the larger company: $339M of revenue in its latest quarter (Q3 FY26) against $111M for Powerfleet (Q1 FY27).
Is ESCO Technologies or Powerfleet growing faster?
ESCO Technologies is growing faster (+14% against +6% a year earlier).
Which is more profitable, ESCO Technologies or Powerfleet?
ESCO Technologies is more profitable, with an operating margin of 12.1% against 0.2%.
More: ESCO Technologies earnings · how ESCO Technologies makes money · Powerfleet earnings · how Powerfleet makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Aug 10, 2026; 10-Q filed Aug 10, 2026). Fiscal quarters can end on different dates. Not investment advice.