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ESCO Technologies Inc. ESE

Technology — Scientific & Technical Instruments
Dividend Champion (5y)
Growth Flags show if company had growth for consecutive years

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Insider Decisions

Total sells
5.34
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — 5 — — — — — — — — — —
Insider Ownership
0.72%

Capital & Financial Ratios

Market Cap
6,740.00
Revenue
1,290.70
Net Income
314.81
Free Cash Flow
196.60
Net Debt
11.76
Current Ratio
1.38
Debt/Equity
0.05
P/E ratio
21.33
P/S ratio
5.20
P/B ratio
4.15
Past 5Y EPS Growth
4.87%
This Y EPS Growth
38.60%
Next Y EPS Growth
10.38%
Next 5Y EPS Growth
20.77%
in millions of $

Dividends

Payout Ratio
0.09
Annual Dividend Rate
0.32
Annual Dividend Yield
0.31%
total individual payouts
2028 ‡‡‡‡
2027 ‡‡‡‡
2026 0.32
—
—
—
—
2025 0.32
—
—
—
—
2024 0.32
—
—
—
—
2023 0.32
—
—
—
—
2022 0.32
—
—
—
—
2021 0.24
—
—
—
2020 0.32
—
—
—
—
2019 0.40
—
—
—
—
—
2018 0.32
—
—
—
—
2017 0.24
—
—
—
2016 0.32
—
—
—
—
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 41.87 65.96 101.35 73.24
Receivables 198.56 222.10 253.55 267.49
Inventory 184.07 195.47 217.81 240.54
Other 156.61 87.74 115.80 174.24
581.10 668.65 688.51 755.51
2023 2024 2025 Q'26
Payables 86.97 88.94 96.53 116.54
ST’ Debt 20.00 20.00 20.00 20.00
Other 112.28 80.84 216.59 288.14
314.65 349.85 508.15 546.69
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Dec Mar Jun Sep Year
’26 289.66 309.34 339.03 —
—
’25 214.59 231.78 296.34 352.67
1,095.39
’24 218.31 249.13 233.57 218.12
919.13
’23 205.50 229.14 248.75 172.41
855.79
’22 177.01 204.93 219.07 256.50
857.50
’21 162.67 165.89 181.39 205.48
715.44
’20 171.73 180.49 172.67 205.59
730.47
in millions of $

Operating Cash Flow

Dec Mar Jun Sep Year
’26 68.86 6.42 58.76 —
—
’25 34.17 24.10 73.73 109.94
241.94
’24 8.75 10.49 36.22 72.09
127.54
’23 (9.01) 3.55 34.66 47.69
76.89
’22 1.95 21.06 18.69 93.58
135.28
’21 24.79 32.53 18.08 47.74
123.14
’20 2.71 19.32 16.99 43.27
82.28
in millions of $

Free Cash Flow

Dec Mar Jun Sep Year
’26 60.76 (3.42) 44.26 —
—
’25 26.46 11.48 56.83 95.00
189.77
’24 (2.04) (0.93) 30.36 59.98
87.36
’23 (16.59) (5.09) 24.63 44.01
46.96
’22 (14.14) 6.98 8.88 83.82
90.26
’21 17.27 24.88 6.84 36.64
89.60
’20 (11.86) 6.67 7.62 38.72
41.15
in millions of $

EPS

Dec Mar Jun Sep Year
’26 1.11 1.34 1.26 —
—
’25 0.91 1.20 1.01 8.43
11.55
’24 0.59 0.90 1.13 1.32
3.94
’23 0.57 0.69 1.08 1.24
3.58
’22 0.44 0.64 0.89 1.19
3.16
’21 0.52 0.62 0.57 0.78
2.42
’20 3.32 0.68 0.72 (0.81)
3.90

Target Price Range

High
‡‡‡‡‡
‡‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡‡

Recommendation Rating

1.2
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 60.03 85.50 96.69 127.17 — — —
Low Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 96.69 118.60 154.00 229.46 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,922 3,195 3,281 3,425 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.29 0.27 0.28 0.32 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 857.50 855.79 919.13 1,095.39 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 38.72% 41.26% 42.28% 42.09% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 106.44 110.37 130.95 152.85 ‡‡‡‡‡ — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 12.41% 12.90% 14.25% 13.95% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 82.32 92.55 101.88 299.22 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 48.34 47.71 52.16 75.02 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 33.07 33.17 35.66 42.44 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡‡ 3.16 3.58 3.94 11.55 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 5.22 2.98 4.95 9.37 — — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (1.74) (1.16) (1.56) (2.02) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3.48 1.82 3.39 7.35 — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 40.42 43.84 48.01 59.70 ‡‡‡‡‡ — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 25.93 25.80 25.77 25.81 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 23.24 29.09 32.74 18.28 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.22 3.14 3.62 4.97 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.82 2.38 2.69 3.54 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.29 3.21 3.68 5.05 ‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 21.71 58.49 38.69 29.16 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 135.28 76.89 127.54 241.94 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (45.01) (29.93) (40.18) (52.17) ‡‡‡‡‡ — —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 90.26 46.96 87.36 189.77 ‡‡‡‡‡ — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 254.49 266.44 318.80 180.36 — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 153.00 102.00 122.00 186.00 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 55.28 60.13 56.04 84.65 — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,048.16 1,131.14 1,237.35 1,540.87 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 5.09% 5.55% 5.79% 14.08% ‡‡‡‡‡ — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 6.29% 6.33% 7.13% 6.66% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 7.96% 8.49% 8.60% 21.54% ‡‡‡‡‡ — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

ESCO Technologies Inc. (ESE) has delivered resilient growth in aerospace, defense, and filtration, with revenue compounding at 5.4% CAGR from $571 million in 2016 to $919 million in 2024, driven by surging defense budgets and aviation recovery. Efficiency metrics shine: revenue per employee hit $280,000 (up 30%), revenue per share rose 61% to $35.66, and gross margins expanded to 42.3%. Projections accelerate dramatically—revenue to $1.10 billion in 2025 (+19%) and $1.31 billion in 2026 (+20%), fueled by high-margin contracts and acquisitions like Westland Technologies.

Profitability surges with net income at 7.9% CAGR to $102 million in 2024, EPS up 123% to $3.94, and explosive 2025 forecasts of $299 million net income and $11.55 EPS (194% and 193% jumps, respectively). Free cash flow per share averages $3.50 over the decade, projected at $7.35 in 2025, supporting debt reduction to a net $56 million and ROE climbing to 8.6% (21.5% in 2025). The balance sheet fortifies with $1.24 billion equity and EV/FCF at 38.7x, suggesting undervaluation amid peers.

Trading 6% below consensus targets with PS at 3.6x and PB at 2.7x, ESE eyes 15-20% EPS growth from geopolitics and AI-driven filtration, though recent $5.3 million insider sells signal caution. Macro tailwinds like $900B+ U.S. defense spending promise re-rating—dive deeper for the full quantitative edge.

Read full commentary →

ESCO Technologies Inc. (ESE) Latest News

News by impact score

Fine-tune

15 Aug

3 , 1:25 AM
ESCO Technologies Inc. (ESE) Q2 earnings call included five insightful analyst questions on company performance and outlook. Analyst questions from ESCO Technologies Q2 earnings call highlight areas of investor interest that may influence short-term market views.

3 , 12:19 AM
ESCO Technologies raised its 2026 guidance, but the stock may now be overvalued. Guidance increase prompts valuation concerns that could shift near-term investor sentiment.

14 Aug

3 , 3:09 PM
ESCO Technologies raised 2026 sales guidance and affirmed its dividend but shares fell 8.3%. Raising 2026 sales guidance moderately influences future revenue outlook and investor sentiment.

13 Aug

4 transcript www.fool.com, 6:15 PM
ESCO Technologies Inc. (ESE) released its Q3 2026 earnings call transcript covering financial results, segment performance, and management commentary on operations and outlook. Earnings transcript provides detailed quarterly results and forward guidance that directly shape investor views and near-term valuation.

4 , 2:00 PM
CBRS Q2 earnings beat estimates as cloud revenues surged 287%. Earnings beat combined with 287% cloud revenue growth points to major positive shifts in financial trajectory and investor outlook.

11 Aug

3 , 3:33 AM
ESCO Technologies missed Q2 revenue targets yet backlog growth and utility demand produced an upbeat outlook. Backlog expansion and utility demand create moderate positive pressure on future revenue and sentiment despite the quarterly miss.

8 Aug

3 transcript www.marketbeat.com, 3:04 AM
ESCO Technologies Q3 earnings call highlights include financial results, revenue updates, operational metrics and forward outlook statements. Q3 earnings details offer moderate financial and operational insights that can affect near-term market views.

7 Aug

4 , 1:05 AM
ESCO Technologies reported record backlog in its Q3 2026 earnings call and raised guidance, indicating stronger future orders and improved outlook. Record backlog and raised guidance point to materially higher future revenue visibility and improved growth trajectory.

6 Aug

3 , 10:35 PM
ESCO Technologies (ESE) reported third-quarter earnings and revenues that exceeded analyst estimates. Quarterly earnings beat typically lifts near-term stock sentiment and valuation without altering long-term fundamentals.

3 , 5:56 PM
ESCO Technologies Inc. (ESE) missed Q2 CY2026 revenue estimates. Revenue miss signals weaker financial results likely to pressure near-term share price and sentiment.

3 , 4:15 PM
ESCO Technologies Inc. reported its third quarter fiscal 2026 results. Quarterly results release delivers financial metrics that can shift short-term investor sentiment and valuation.

3 , 4:15 PM
ESCO Technologies Inc. (ESE) reported third quarter fiscal 2026 results. Quarterly results release supplies performance data that can shift near-term valuation and sentiment.

1 Aug

3 , 6:09 PM
ESCO Technologies (ESE) enters earnings as bullish views challenge its undervalued narrative. Earnings preview with bullish undervaluation narrative may moderately sway near-term stock sentiment and performance.

13 Jun

4 , 1:09 PM
ESCO Technologies Inc. completes Megger deal, shifting testing focus and altering balance sheet profile. Megger deal marks major strategic move reshaping core operations and financial structure.

23 May

3 Simply Wall St., 8:14 PM
ESCO Technologies missed revenue targets despite strong orders, altering its investment narrative and outlook. Revenue miss offset by robust orders creates moderate shifts in growth expectations and sentiment.

15 May

4 Simply Wall St., 5:14 AM
ESCO Technologies Inc. (ESE) completes Megger deal, reshaping utility solutions portfolio and enhancing growth outlook through expanded capabilities in power systems and infrastructure. Megger deal constitutes major strategic acquisition bolstering ESCO's utility sector presence and long-term growth trajectory.

3 StockStory, 6:28 PM
ESCO Technologies Inc. missed Q2 revenue targets but delivered an EPS beat supported by a strong backlog. Revenue miss offset by EPS beat and robust backlog indicates moderate effects on future results.

12 May

4 StockStory, 2:20 PM
ESCO Technologies (ESE) stock plunged over 15% after fiscal third-quarter earnings missed estimates, with revenue at $260.7 million versus $269 million expected, and the company slashing full-year guidance due to aerospace delays and weaker demand in test segment. Earnings miss and lowered guidance will significantly pressure near-term financials and investor sentiment.

4 transcript www.fool.com, 11:35 AM
ESCO Technologies Inc. (ESE) Q2 2026 earnings call transcript details quarterly financial results, operational updates, and forward-looking guidance. Q2 2026 earnings call transcript provides key financial metrics, strategic insights, and outlook that can significantly sway investor sentiment and stock trajectory.

10 May

3 www.marketbeat.com, 5:12 AM
ESCO Technologies Inc. (ESE) released Q2 earnings call highlights covering financial results, segment performance, order backlog growth, and positive outlook for fiscal 2024. Q2 earnings highlights reveal solid financial performance and growth in key segments but represent routine quarterly updates without major strategic shifts.

8 May

4 app.moby.co, 8:30 AM
ESCO Technologies Inc. released Q2 2026 earnings call summary detailing quarterly financial results, operational updates, and forward guidance. Quarterly earnings summaries directly reveal financial performance and guidance, significantly influencing stock price and investor sentiment.

7 May

4 GlobeNewswire, 4:15 PM
ESCO Technologies Inc. (ESE) reported second quarter fiscal 2026 results. Quarterly earnings releases deliver critical financial metrics and guidance that significantly influence stock performance and investor outlook.

3 Zacks, 10:25 PM
ESCO Technologies Inc. (ESE) surpassed Q2 earnings and revenue estimates. Beating quarterly earnings and revenue estimates boosts financial performance and investor sentiment moderately.

3 StockStory, 4:55 PM
ESCO Technologies Inc. (NYSE: ESE) reported Q1 CY2026 sales below analyst estimates, resulting in a drop in its stock price. Q1 sales missing estimates directly impacts financial performance and investor sentiment but is limited to one quarter.

28 Apr

4 Insider Monkey, 8:40 AM
ESCO Technologies Inc. (ESE) stock surged after a clear inflection point in demand emerged. Inflection point in demand drove stock surge, signaling significant positive shift in growth trajectory and market performance.

24 Apr

4 Simply Wall St., 8:07 AM
ESCO Technologies' Megger deal challenges its growth strategy and earnings guidance amid integration risks and market scrutiny. Megger deal is a major strategic acquisition testing ESCO's growth trajectory and earnings outlook.

16 Apr

4 GlobeNewswire, 12:30 PM
Doble Engineering, a subsidiary of ESCO Technologies Inc., and Megger have united through a strategic partnership to innovate and shape the future of electrical asset management, combining expertise in diagnostic testing and power system solutions. Doble's strategic union with Megger strengthens ESCO Technologies' competitive position and growth prospects in the electrical asset management sector.

15 Apr

5 The Wall Street Journal, 6:12 PM
ESCO Technologies Inc. (ESE) to acquire TBG’s Megger Group in a $2.35 billion deal. The $2.35 billion acquisition of Megger Group transforms ESCO Technologies' scale, capabilities, and competitive position in test and measurement markets.

4 GlobeNewswire, 5:24 PM
ESCO Technologies Inc. (ESE) announces agreement to acquire Megger Group Limited, a UK-based provider of electrical test and measurement equipment. Agreement to acquire Megger Group Limited represents a major strategic expansion into electrical testing, potentially boosting ESCO's revenue and competitive positioning.

4 Apr

4 Simply Wall St., 8:12 AM
ESCO Technologies Inc. (ESE) reported a strong earnings beat and backlog growth, prompting a valuation review that underscores robust financial health and future revenue potential. Strong earnings beat and backlog growth directly enhance ESE's financial trajectory and investor confidence.
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