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Esco Technologies vs Lumentum: revenue, profit, margins and growth compared

Esco Technologies brought in $1.1B of revenue in fiscal 2025, Lumentum $3B in fiscal 2026. Revenue changed by +19.2% at Esco Technologies and +83.2% at Lumentum on the year before, so Lumentum grew faster. Esco Technologies kept 27.3% of its revenue as net profit, Lumentum -230.1%. Free cash flow was $205.6M at Esco Technologies and $300.1M at Lumentum.

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Side by side, latest fiscal year

ESELITE
Fiscal year endedFY2025 (September 30, 2025)FY2026 (June 27, 2026)
Revenue$1.1B$3B
Revenue growth+19.2%+83.2%
Net income$299.2M-$6.9B
Net margin27.3%-230.1%
Free cash flow$205.6M$300.1M
Free cash flow margin18.8%10.0%
Earnings per share (diluted)$11.55-$92.96
Cash$101.4M$2B
Debt$186M$1.6B
Price to earnings23.2n/a
Market value$6.9B$73.3B
Dividend yield0.12%n/a
Rank by revenue in sector#26 of 51 · Telecommunications#16 of 51 · Telecommunications

Over the years

Revenue
ESE FY2018: $771.6MESE FY2019: $726MESE FY2020: $730.5MESE FY2021: $715.4MESE FY2022: $857.5MESE FY2023: $855.8MESE FY2024: $919.1MESE FY2025: $1.1BLITE FY2019: $1.6BLITE FY2020: $1.7BLITE FY2021: $1.7BLITE FY2022: $1.7BLITE FY2023: $1.8BLITE FY2024: $1.4BLITE FY2025: $1.6BLITE FY2026: $3BFY18FY19FY20FY21FY22FY23FY24FY25FY26
ESE $1.1BLITE $3B
Net income
ESE FY2018: $92.1MESE FY2019: $81MESE FY2020: $99.4MESE FY2021: $63.5MESE FY2022: $82.3MESE FY2023: $92.5MESE FY2024: $101.9MESE FY2025: $299.2MLITE FY2019: -$36.4MLITE FY2020: $135.5MLITE FY2021: $397.3MLITE FY2022: $198.9MLITE FY2023: -$131.6MLITE FY2024: -$546.5MLITE FY2025: $25.9MLITE FY2026: -$6.9BFY18FY19FY20FY21FY22FY23FY24FY25FY26
ESE $299.2MLITE -$6.9B
Net margin
ESE FY2018: 11.9%ESE FY2019: 11.2%ESE FY2020: 13.6%ESE FY2021: 8.9%ESE FY2022: 9.6%ESE FY2023: 10.8%ESE FY2024: 11.1%ESE FY2025: 27.3%LITE FY2019: -2.3%LITE FY2020: 8.1%LITE FY2021: 22.8%LITE FY2022: 11.6%LITE FY2023: -7.4%LITE FY2024: -40.2%LITE FY2025: 1.6%LITE FY2026: -230.1%FY18FY19FY20FY21FY22FY23FY24FY25FY26
ESE 27.3%LITE -230.1%
Revenue growth
ESE FY2019: -5.9%ESE FY2020: +0.6%ESE FY2021: -2.1%ESE FY2022: +19.9%ESE FY2023: -0.2%ESE FY2024: +7.4%ESE FY2025: +19.2%LITE FY2020: +7.2%LITE FY2021: +3.8%LITE FY2022: -1.7%LITE FY2023: +3.2%LITE FY2024: -23.1%LITE FY2025: +21.0%LITE FY2026: +83.2%FY19FY20FY21FY22FY23FY24FY25FY26
ESE +19.2%LITE +83.2%
Free cash flow
ESE FY2018: $78MESE FY2019: $80.9MESE FY2020: $50.2MESE FY2021: $96.4MESE FY2022: $103.2MESE FY2023: $57.2MESE FY2024: $99.3MESE FY2025: $205.6MLITE FY2019: $164.1MLITE FY2020: $438.3MLITE FY2021: $653.9MLITE FY2022: $368.1MLITE FY2023: $51.3MLITE FY2024: -$108.3MLITE FY2025: -$104.7MLITE FY2026: $300.1MFY18FY19FY20FY21FY22FY23FY24FY25FY26
ESE $205.6MLITE $300.1M

Fiscal years as each company reports them; the two may end in different months.

Questions about Esco Technologies and Lumentum

Which is bigger by revenue, Esco Technologies or Lumentum?

Lumentum is bigger by revenue: $3B in fiscal 2026, against $1.1B for Esco Technologies in fiscal 2025.

Which keeps more of its revenue as profit, Esco Technologies or Lumentum?

Esco Technologies had a net margin of 27.3% in fiscal 2025; Lumentum had -230.1% in fiscal 2026.

Which grew revenue faster, Esco Technologies or Lumentum?

In their latest fiscal years revenue changed by +19.2% at Esco Technologies and +83.2% at Lumentum.

Where do these numbers come from?

From the annual reports each company files with the SEC (10-K, or 20-F and 40-F for foreign companies), read from their XBRL data. Margins and growth are simple arithmetic on those figures. Nothing here is a recommendation.

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