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ESEESCO Technologies Inc.
$333.29$8.6B
Overview & Verdict
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ESE logoESCO Technologies Inc.(ESE)Earnings, Financials & Key Ratios

ESE•NYSE
$342.55
29.7× P/E·Price updated Jul 6, 2026
SectorTechnologyIndustryTech Hardware & EquipmentSub-IndustryTest, Measurement and Inspection Equipment
AboutESCO Technologies Inc. produces and supplies engineered products and systems for industrial and commercial markets worldwide. It operates through Aerospace & Defense, Utility Solutions Group, and RF Shielding and Test segments. The Aerospace & Defense segment designs and manufactures filtration products, including hydraulic filter elements and fluid control devices used in commercial aerospace applications; filter mechanisms used in micro-propulsion devices for satellites; and custom designed filters for manned aircraft and submarines. It also designs, develops, and manufactures elastomeric-based signature reduction solutions for U.S. naval vessels; and mission-critical bushings, pins, sleeves, and precision-tolerance machined components for landing gear, rotor heads, engine mounts, flight controls, and actuation systems for the aerospace and defense industries. The Utility Solutions Group segment provides diagnostic testing solutions that enable electric power grid operators to assess the integrity of high-voltage power delivery equipment; and decision support tools for the renewable energy industry, primarily wind and solar. The RF Shielding and Test segment designs and manufactures RF test and secure communication facilities, acoustic test enclosures, RF and magnetically shielded rooms, RF measurement systems, and broadcast and recording studios; and RF absorptive materials and filters, active compensation systems, antennas, antenna masts, turntables, electric and magnetic probes, RF test cells, proprietary measurement software, and other test accessories to perform various tests. It also provides services, such as calibration for antennas and field probes, chamber certification, field surveys, customer training, and various product tests. The company distributes its products through a network of distributors, sales representatives, direct sales teams, and in-house sales personnel. The company was incorporated in 1990 and is based in St. Louis, Missouri.Show more
  • Revenue$1.1B+19.2%
  • EBITDA$248M+24.2%
  • Net Income$299M+193.7%
  • EPS (Diluted)11.55+193.1%
  • Gross Margin42.09%-0.4%
  • EBITDA Margin22.65%+4.3%
  • Operating Margin15.81%-1.6%
  • Net Margin27.32%+146.4%
  • ROE21.54%+150.4%

ESE Price & Volume

ESCO Technologies Inc. (ESE) stock price & volume — 10-year historical chart

Loading chart...

Acquisition Driven Growth Masks Operational Margin Volatility

Investment Thesis • Updated 2026Q2

VerdictNeutral
Growth:Expanding
Profitability:Moderate
Financial:Healthy
Cash Flow:Mixed
Primary Risk:Acquisition-Driven Goodwill Concentration

Key Thesis Takeaways

  • ESCO Technologies demonstrates a robust long-term growth trajectory supported by a $269.4M deferred revenue backlog, yet the firm's reliance on inorganic expansion creates significant integration risks and earnings quality concerns.
  • While the company maintains a fortress balance sheet with a low 0.13 debt-to-equity ratio, investors should monitor the persistent volatility in free cash flow, which swung from a 26.9% margin in 2025Q4 to negative territory in 2026Q2.
  • Future performance hinges on the firm's ability to convert its growing project pipeline into consistent cash generation while managing the overhead redundancies inherent in its decentralized structure.

Verdict Logic

while the firm exhibits a strong 0.13 debt-to-equity ratio, the current 41.49 forward P/E multiple appears stretched given the recent instability in free cash flow margins.

ESE Growth Metrics

ESCO Technologies Inc. (ESE) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years7.38%
5 Years8.44%
3 Years8.5%
TTM23.3%

Profit CAGR

10 Years21.55%
5 Years24.66%
3 Years53.76%
TTM161.14%

EPS CAGR

10 Years21.7%
5 Years67.35%
3 Years54.04%
TTM160.75%

Return on Capital

10 Years9.09%
5 Years8.93%
3 Years9.82%
Last Year10.21%

ESE Recent Earnings

ESCO Technologies Inc. (ESE) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 9/12 qtrs (75%)●Beat Revenue 7/12 qtrs (58%)
Q2 2026Latest
May 7, 2026
Metric
Actual
Est
EPS
$1.91+0.5%
$1.90
Rev
$309M+0.5%
$308M
Q1 2026
Feb 5, 2026
Metric
Actual
Est
EPS
$1.64+24.2%
$1.32
Rev
$290M+3.6%
$280M
Q4 2025
Nov 20, 2025
Metric
Actual
Est
EPS
$2.32+8.9%
$2.13
Rev
$353M+4.0%
$339M
Q3 2025
Aug 7, 2025
Metric
Actual
Est
EPS
$1.60-24.9%
$2.13
Rev
$296M-3.3%
$306M
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestMay 7, 2026
$1.91vs $1.90+0.5%
$309Mvs $308M+0.5%
Q1 2026Feb 5, 2026
$1.64vs $1.32+24.2%
$290Mvs $280M+3.6%
Q4 2025Nov 20, 2025
$2.32vs $2.13+8.9%
$353Mvs $339M+4.0%
Q3 2025Aug 7, 2025
$1.60vs $2.13-24.9%
$296Mvs $306M-3.3%
Based on last 12 quarters of dataView full earnings history →

Latest ESE News

Recent stock market news and headlines for ESCO Technologies Inc. (ESE)

Seeking Alpha·Jun 19, 2026
ESCO Technologies: Multiple Growth Drivers Make The Premium Worth Paying

ESCO Technologies (ESE) earns a buy rating, driven by robust growth in Aerospace & Defense (A&D) and Utility Solutions Group (USG) segments. A&D segment benefits from commercial aircraft production recovery and long-cycle naval programs, with Q2 2026 orders up ~90% y/y and backlog up ~34%. USG, led by Doble and soon Megger, capitalizes on grid reliability trends, with Doble orders growing 20% and the Megger acquisition enhancing ESE's value proposition.

GuruFocus·Jun 15, 2026
ESCO Technologies Inc (ESE) Stock Up 4.5% but GF Value Says Overvalued -- GF Score: 89/100

On June 15, 2026, ESCO Technologies Inc (ESE) shares rose 4.5% to a current price of $327.80. This movement comes amid a 52-week range of $174.92 to $346.20, re

Peers Comparison

Key metrics vs top competitors for ESCO Technologies Inc. (ESE)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
ESE logoESEESCO Technologies Inc.Current
$342.55$8.87B29.6619.18%27.32%21.54%0.09%
RBC logoRBCRBC Bearings Incorporated
$609.60$19.28B67.0614.34%15.37%8.9%—
ITRI logoITRIItron, Inc.
$86.74$3.84B13.32-3.02%12.32%17.22%—
BMI logoBMIBadger Meter, Inc.
$149.79$4.37B31.2710.9%14.56%18.76%—
NOVT logoNOVTNovanta Inc.
$164.89$5.87B112.173.3%5.35%5.08%—
TRMB logoTRMBTrimble Inc.
$52.47$12.43B29.98-2.61%12.37%7.95%—

Compare ESE vs Peers

ESCO Technologies Inc. (ESE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs RBC

Most directly comparable listed peer for ESE.

Scale Benchmark

vs GE

Larger-name benchmark to compare ESE against a more recognizable public peer.

Peer Set

Compare Top 5

vs RBC, ITRI, BMI, NOVT

ESE SEC Filings & Documents

ESCO Technologies Inc. (ESE) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

May 7, 2026·SEC

Material company update

Apr 16, 2026·SEC

Material company update

Apr 15, 2026·SEC

10-K Annual Reports

3
FY 2025

Dec 1, 2025·SEC

FY 2024

Nov 29, 2024·SEC

FY 2023

Nov 29, 2023·SEC

10-Q Quarterly Reports

6
FY 2026

May 11, 2026·SEC

FY 2026

Feb 9, 2026·SEC

FY 2025

Aug 11, 2025·SEC

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ESE Frequently Asked Questions

ESCO Technologies Inc. (ESE) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is ESCO Technologies Inc.'s revenue?

ESCO Technologies Inc. (ESE) reported $1.25B in revenue for fiscal year 2025. This represents a 185% increase from $438.5M in 1996.

How fast is ESCO Technologies Inc. growing?

ESCO Technologies Inc. (ESE) grew revenue by 19.2% over the past year. This is strong growth.

Is ESE profitable?

Yes, ESCO Technologies Inc. (ESE) is profitable, generating $308.1M in net income for fiscal year 2025 (27.3% net margin).

Dividend & Returns
Does ESE pay dividends?

ESCO Technologies Inc. (ESE) does not currently pay a meaningful dividend. The company may be reinvesting profits for growth.

What is ESE's return on equity?

ESCO Technologies Inc. (ESE) has a return on equity (ROE) of 21.5%. This is excellent, indicating efficient use of shareholder capital.

What is ESCO Technologies Inc.'s free cash flow?

ESCO Technologies Inc. (ESE) generated $212.3M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in ESE back in 1996?

Total return calculator · dividends reinvested · 30+ years of data

See returns →