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Esco Technologies vs Rekor Systems: revenue, profit, margins and growth compared

Esco Technologies brought in $1.1B of revenue in fiscal 2025, Rekor Systems $48.5M in fiscal 2025. Revenue changed by +19.2% at Esco Technologies and +5.3% at Rekor Systems on the year before, so Esco Technologies grew faster. Esco Technologies kept 27.3% of its revenue as net profit, Rekor Systems -64.9%. Free cash flow was $205.6M at Esco Technologies and -$22.9M at Rekor Systems.

Side by side, latest fiscal year

ESEREKR
Fiscal year endedFY2025 (September 30, 2025)FY2025 (December 31, 2025)
Revenue$1.1B$48.5M
Revenue growth+19.2%+5.3%
Net income$299.2M-$31.5M
Net margin27.3%-64.9%
Free cash flow$205.6M-$22.9M
Free cash flow margin18.8%-47.3%
Earnings per share (diluted)$11.55-$0.26
Cash$101.4M$16.6M
Debt$186M$15M
Price to earnings23.2n/a
Market value$6.9B$55.6M
Dividend yield0.12%n/a
Rank by revenue in sector#26 of 51 · Telecommunications#44 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: $1.1BREKR FY2018: $20.1MREKR FY2019: $19.3MREKR FY2020: $9.2MREKR FY2021: $11.6MREKR FY2022: $19.9MREKR FY2023: $34.9MREKR FY2024: $46MREKR FY2025: $48.5MFY18FY19FY20FY21FY22FY23FY24FY25
ESE $1.1BREKR $48.5M
Net income
ESE FY2018: $92.1MESE FY2019: $81MESE FY2020: $99.4MESE FY2021: $63.5MESE FY2022: $82.3MESE FY2023: $92.5MESE FY2024: $101.9MESE FY2025: $299.2MREKR FY2018: -$5.7MREKR FY2019: -$15.9MREKR FY2020: -$14.2MREKR FY2021: -$26.8MREKR FY2022: -$83.1MREKR FY2023: -$45.7MREKR FY2024: -$61.4MREKR FY2025: -$31.5MFY18FY19FY20FY21FY22FY23FY24FY25
ESE $299.2MREKR -$31.5M
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%REKR FY2018: -28.4%REKR FY2019: -82.2%REKR FY2020: -153.6%REKR FY2021: -231.4%REKR FY2022: -417.2%REKR FY2023: -130.8%REKR FY2024: -133.4%REKR FY2025: -64.9%FY18FY19FY20FY21FY22FY23FY24FY25
ESE 27.3%REKR -64.9%
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%REKR FY2019: -3.7%REKR FY2020: -52.2%REKR FY2021: +25.4%REKR FY2022: +72.1%REKR FY2023: +75.4%REKR FY2024: +31.8%REKR FY2025: +5.3%FY19FY20FY21FY22FY23FY24FY25
ESE +19.2%REKR +5.3%
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: $205.6MREKR FY2018: -$3.1MREKR FY2019: -$22.1MREKR FY2020: -$16.1MREKR FY2021: -$22.4MREKR FY2022: -$42.6MREKR FY2023: -$34MREKR FY2024: -$34.2MREKR FY2025: -$22.9MFY18FY19FY20FY21FY22FY23FY24FY25
ESE $205.6MREKR -$22.9M

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

Questions about Esco Technologies and Rekor Systems

Which is bigger by revenue, Esco Technologies or Rekor Systems?

Esco Technologies is bigger by revenue: $1.1B in fiscal 2025, against $48.5M for Rekor Systems in fiscal 2025.

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

Esco Technologies had a net margin of 27.3% in fiscal 2025; Rekor Systems had -64.9% in fiscal 2025.

Which grew revenue faster, Esco Technologies or Rekor Systems?

In their latest fiscal years revenue changed by +19.2% at Esco Technologies and +5.3% at Rekor Systems.

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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