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ESCO Technologies Inc

ESCO Technologies Inc. provides engineered components and systems for aviation, navy, defense, and industrial customers. The Aerospace & Defense segment designs and manufactures specialty filtration products, including hydraulic filter elements and fluid control devices used in commercial and defense aerospace applications; miniature electro-explosive devices for military aircraft ejection seats and missile arming devices; manufactures and sells 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; designs, develops and manufactures elastomeric-based signature reduction solutions for U.S. naval vessels; and provides mission-critical signature and power management solutions. The Utility Solutions Group segment develops, manufactures, and delivers diagnostic testing solutions; and designs and manufactures decision support tools for the renewable energy industry, primarily wind and solar. The RF Test & Measurement segment designs and manufactures products and systems to measure and control RF energy for research and development, regulatory compliance, and medical and security applications; and turnkey systems, such as RF test facilities and measurement systems, acoustic test enclosures, RF and magnetically shielded rooms, and secure communication facilities. This segment also supplies RF absorptive materials, filters, antennas, field probes, test cells, proprietary measurement software, and other test accessories; and offers calibration and product tests, feedthrough capacitors, high current power, telephone, data and control line filters, and high-altitude electromagnetic protection filters. It distributes its products through distributors, sales representatives, direct sales teams, and in-house sales personnel. The company was incorporated in 1990 and is based in Saint Louis, Missouri.

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ESCO Q2 revenue misses estimates despite record backlog

ESCO Technologies reported second-quarter revenue of $339 million, slightly below Wall Street's $341.4 million estimate despite 14.4% year-over-year growth, while adjusted EPS of $2.20 beat the $2.12 consensus. The company raised its full-year revenue guidance midpoint to $1.32 billion from $1.31 billion and lifted adjusted EPS guidance to $8.35 at the midpoint, a 2.8% increase. Management cited strong order activity across aerospace, utility, and test segments, with backlog reaching $1.54 billion, up 31.7% year over year. During the earnings call, analysts questioned data center customer composition, sequential margin declines in Utility Solutions, defense growth drivers, the timing of a renewables recovery, and the integration timeline for the pending Megger acquisition.
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ESCO Misses Q2 Revenue Estimates but Raises Full-Year Guidance

ESCO Technologies reported second-quarter fiscal 2026 revenue of $339 million, missing analyst estimates of $341.4 million despite 14.4% year-on-year growth. Adjusted earnings per share of $2.20 beat the consensus of $2.12 by 3.9%, while adjusted EBITDA of $83.76 million fell short of the $84.55 million estimate. The company raised its full-year revenue guidance to $1.32 billion at the midpoint from $1.31 billion and increased its adjusted EPS outlook to $8.35, a 2.8% boost. Backlog surged 31.7% year on year to $1.54 billion, and the stock traded down 1.1% to $324.21 after the release.
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Engineered Components Stocks Post Strong Q1, Applied Industrial Revenue Beats Estimates

Engineered components and systems stocks reported a strong first quarter, with the 13 companies tracked by StockStory beating revenue consensus estimates by 4.4% on average and issuing next-quarter revenue guidance 3.7% above expectations. Applied Industrial posted revenues of $1.25 billion, up 7.3% year-on-year and 2.2% above analyst forecasts, though it delivered the weakest guidance update among its peers. Arrow Electronics was the standout performer, with revenues surging 39% to $9.47 billion, exceeding estimates by 12.9% and providing the highest guidance raise. ESCO reported revenues of $309.3 million, up 33.5% but missing estimates by 3.4%, making it the weakest performer against analyst expectations. Share prices across the group have risen an average of 16.7% since the latest earnings results.
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