ESCO Technologies Inc. (ESE) Stock: Price, Forecast & Analyst Target
ESCO Technologies Inc. (ESE) — MoonshotScore 71/100 (Strong band), calculated Oct 5, 2026. Price $271.92 (-1.10%), as of the Oct 5, 2026 trading session; market cap $7.12B. Expected results Nov 19, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 97.21× (market value Oct 5, 2026; cash Jun 30, 2026) · expected results Nov 19, 2026
ESCO Technologies Inc. · ESE · NYSE · Technology · Hardware, Equipment & Parts
Research dated 2026-09-13: ESCO Technologies supplies filtration and precision components for aircraft and naval platforms, diagnostic tools for power-grid equipment, and specialized environments for electromagnetic and acoustic testing. Its value depends on whether growth across these engineered niches can translate into durable operating profit and cash generation despite uneven project and contract-payment timing.
Price as of Oct 5, 2026
Key Statistics
MoonshotScore v2 · ESCO Technologies (ESE)
StrongWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
High quality, a strong balance sheet and elite growth, with no real weak spot — fairly priced, so not a bargain entry. Business Quality: Solid; Financial Safety: Sound; Valuation: Full; Growth Durability: Compounding; Momentum: Quiet.
- quarterly revenue $339M (Q3 FY2026, quarter ended Jun 2026)
- EPS beat 6 of 8
- Altman Z 7.08 · Piotroski F 5
Helping: business quality, balance-sheet strength, durable growth
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 71 | Strong | |
| 71 | Strong | |
| 71 | Strong | |
| 70 | Strong | |
| 70 | Strong | |
| 71 | Strong |
The score moved from 70 in the stored Oct 4, 2026 snapshot to 71 in the current publication computed Oct 5, 2026 (+1).
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $271.92 | |
| Change on the day | -1.10% | |
| 52-week range | $193.68–$362.15 | |
| Market capitalisation | $7.12B | |
| Price / earnings (trailing) | 22.65 | |
| Shares traded on the day | 229.9K | |
| Beta (volatility vs the S&P 500) | 1.1 | |
| Dividends per share (last 12 months) | $0.32 | |
| Dividend yield (last 12 months) | 0.12% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
Our last chart is #9, where we have updated 2026 guidance.
Christopher Tucker · Statement from
We now expect full year adjusted earnings per share of $8.30 to $8.40 per share.
Christopher Tucker · Statement from
Chronological order, not a duration scale. Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsCouncil Score · weighted blend of 2 available disciplines
Council score for ESCO Technologies (ESE): Bullish Lean
69/100 · B+Some lenses disagree with the MoonshotScore. Compare their readings below; each uses a different method.
5-Factor Breakdown
Legends Council
6 lenses, 6 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Oct 5, 2026
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 9, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
One of these lenses reads this company less favourably than the MoonshotScore does: Klarman-style lens. Each lens is a separate scoring function over its own inputs, so a disagreement is a difference of method rather than a correction — the page's answer stays the MoonshotScore above.
On Sep 9, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 6, 2026, except a card that shows its own read date.
Watch the ESE film — every key number, told as a short cinematic story
~2 min · open the film
What is ESCO Technologies (ESE), and what does it report?
Short answer · as of
ESCO is not a conventional technology-hardware vendor. It sells application-specific components, diagnostic systems, shielded facilities, measurement equipment, software, calibration, certification, and training to aerospace, defense, utility, renewable-energy, communications, and testing customers.
Research dated 2026-09-13.
ESCO is not a conventional technology-hardware vendor. It sells application-specific components, diagnostic systems, shielded facilities, measurement equipment, software, calibration, certification, and training to aerospace, defense, utility, renewable-energy, communications, and testing customers.
Reported revenue combines Aerospace and Defense, Utility Solutions, and RF Shielding and Test. Aerospace and Defense is the largest contributor, but consolidated results also reflect grid-maintenance demand and the timing of customized testing-facility work, making the company broader than its technology classification suggests.
What do the latest results show for ESCO Technologies (ESE)?
Short answer · as of
The most recent reported quarter, Q3 FY2026, carried revenue of $339M.
Research dated 2026-09-13.
Revenue and gross profit advanced from the prior period, while operating profit and net income declined. Selling and administrative expense increased, so the additional sales did not carry through to operating earnings at the same rate.
The earnings-release measure exceeded the prevailing estimate even though revenue came in slightly below expectations. Management updated its full-year earnings guidance and said cash conversion should run above its longer-run target because of the timing of large contract payments; that explanation supports near-term cash strength but also identifies timing as a source of volatility.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $339.03M Jun 30, 2026
- Latest quarter · SG&A
- $71.00M Jun 30, 2026
- Latest quarter · FMP standardized operating result
- $40.95M Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $339.03M | Not available | $71.00M | $40.95M |
| Mar 31, 2026 | $309.34M | Not available | $62.83M | $48.06M |
| Dec 31, 2025 | $289.66M | Not available | $61.21M | $38.39M |
| Sep 30, 2025 | $352.67M | Not available | $63.33M | $65.52M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $339.03M Aug 6, 2026
- Latest report · revenue estimate
- $341.40M Aug 6, 2026
- Latest report · revenue vs estimate
- Below estimate Aug 6, 2026
- Latest report · EPS vs estimate
- Above estimate Aug 6, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Aug 6, 2026 | $339.03M | $341.40M | $2.2000 | $2.1200 |
| May 7, 2026 | $309.34M | $307.88M | $1.9100 | $1.9000 |
| Feb 5, 2026 | $289.66M | $279.52M | $1.6400 | $1.3200 |
| Nov 20, 2025 | $352.67M | $339.07M | $2.3200 | $2.1300 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q3 FY2026 | $339M | $33M | $1.26 (diluted) |
| Q2 FY2026 | $309M | $35M | $1.34 (diluted) |
| Q1 FY2026 | $290M | $29M | $1.11 (diluted) |
| Q4 FY2025 | $353M | $219M | $8.43 (diluted) |
What are the financial strengths and risks for ESCO Technologies (ESE)?
Short answer
Cash and short-term investments were $73.24M at the Jun 30, 2026 balance-sheet date. Operating cash flow was $58.76M for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-13.
Cash does not fully cover debt, leaving ESCO in a net-debt position, but leverage remains low relative to equity and the distress screen does not signal immediate balance-sheet strain. Near-term liquidity is adequate on the broad measure, although the stricter liquidity measure is less comfortable.
Operating cash flow has remained positive but has varied sharply, and cash has declined across recent reporting periods. Large contract payments can shift cash generation between periods, while weaker aircraft programs, grid diagnostic spending, or shielded-facility demand would pressure the revenue streams supporting that cash flow.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $58.76M Jun 30, 2026
- Previous quarter · operating cash flow
- $6.42M Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $58.76M | −$17.10M |
| Mar 31, 2026 | $6.42M | −$7.23M |
| Dec 31, 2025 | $68.86M | −$8.10M |
| Sep 30, 2025 | $109.94M | −$14.94M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at ESCO Technologies (ESE)?
Short answer · as of
The next earnings report is expected on Nov 19, 2026.
Research dated 2026-09-13.
At the scheduled earnings release, watch whether revenue growth remains broad enough to offset rising selling and administrative expense, and whether operating profit recovers after declining despite higher sales. The relationship between gross profit and overhead will reveal more than the headline sales result.
Cash conversion deserves a separate check. Management tied unusually strong conversion to large contract-payment timing, while the recent cash balance has moved lower; recent filings also record material agreements and an equity issuance, making changes in cash, debt, and financing structure particularly relevant.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
Our last chart is #9, where we have updated 2026 guidance.
Christopher Tucker ·
We now expect full year adjusted earnings per share of $8.30 to $8.40 per share.
Christopher Tucker ·
Listen, I would say that we -- over time, we kind of target free cash flow conversion to adjusted net earnings of around 100%, we're going to be above that a little bit this year because of the timing of some of these big contract payments.
Christopher Tucker ·
How does ESCO Technologies compare with its peers?
Short answer
ESCO Technologies's score ranks 6th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-13.
ESCO differs from a pure aerospace supplier, utility-equipment maker, or test-instrument vendor because it combines all of those demand channels within the same company. Aerospace and Defense provides the largest revenue base, Utility Solutions adds exposure to grid-equipment integrity and renewable-energy decisions, and RF Shielding and Test contributes customized facilities, instruments, software, and technical services.
That portfolio can diversify customer programs, but it also mixes component manufacturing with project execution and service work. Consolidated margins therefore reflect execution across businesses with different products, sales channels, and delivery patterns rather than dependence on a uniform hardware cycle.
| Company | Price | Market value | Score |
|---|---|---|---|
| $305.61 Oct 5, 2026 | $13.9B | 80 5-pillar Oct 5, 2026 | |
| $257.63 Oct 5, 2026 | $3.72B | 80 5-pillar Oct 5, 2026 | |
| $124.89 Oct 5, 2026 | $3.60B | 78 5-pillar Oct 5, 2026 | |
| $64.37 Oct 5, 2026 | $10.7B | 77 5-pillar Oct 5, 2026 | |
| $87.79 Oct 5, 2026 | $3.79B | 75 5-pillar Oct 5, 2026 | |
| ESCO Technologies (ESE) — this page | $271.92 | $7.12B | 71 |
| $31.89 Oct 5, 2026 | $4.47B | 68 5-pillar Oct 5, 2026 | |
| $225.08 Oct 5, 2026 | $12.2B | 66 5-pillar Oct 5, 2026 | |
| $150.61 Oct 5, 2026 | $5.36B | 65 5-pillar Oct 5, 2026 | |
| $273.18 Oct 5, 2026 | $7.31B | 64 5-pillar Oct 5, 2026 | |
| $43.17 Oct 5, 2026 | $6.34B | 63 5-pillar Oct 5, 2026 | |
| $197.87 Oct 5, 2026 | $3.26B | 63 5-pillar Oct 5, 2026 | |
| $133.14 Oct 5, 2026 | $14.0B | 62 5-pillar Oct 5, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $413.00 – $413.00
- Consensus target
- $413.00
- Median target
- $413.00
Consensus record · Captured .
Measured against a quoted price of $271.92 (as of Oct 5, 2026).
Insider activity
Form 4 records via FMP · Of the newest 60 records, those within the last 180 days, newest dated Jul 17, 2026
- Transactions
- 17
- Identified insiders
- 7
- Purchases
- 0
- Sales
- 0
- Other transactions
- 17
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Reporting holders
- 459 Period end Jun 30, 2026
- Previous quarter · holders
- 441 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Blackrock, INC. | 4,094,472 |
| Vanguard Portfolio Management LLC | 1,587,483 |
| Invesco Ltd. | 1,505,723 |
| Vanguard Capital Management LLC | 1,168,130 |
| State Street Corp | 1,088,666 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about ESCO Technologies (ESE)?
ESCO Technologies Technology Stock: Key Questions Answered
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 3 questions are answered from this page's own dated data, not from the research.
What does ESCO’s Utility Solutions Group sell to power-grid operators?
Utility Solutions provides diagnostic testing used to assess high-voltage transmission equipment and decision-support tools for wind and solar generation. Its revenue is tied to grid integrity and renewable-energy operating needs, not consumer technology demand.
Why can ESCO’s cash flow swing with large contract payments?
Customized contracts can concentrate customer payments into particular reporting periods. Management attributed unusually strong conversion to that timing, consistent with the wide variation in operating cash flow and recent movement in the cash balance.
How do ESCO’s Aerospace and Defense products reach aircraft and naval platforms?
The business supplies filtration and fluid-control products, satellite propulsion filters, precision-machined aircraft components, and elastomeric systems intended to reduce naval-vessel signatures. These products enter customer platforms as specialized subsystems and components rather than complete aircraft or vessels.
What makes ESCO’s RF Shielding and Test business more than a hardware supplier?
The segment designs shielded rooms, secure communications sites, acoustic chambers, test cells, studios, and related measurement systems. It also supplies software, calibration, certification, surveys, training, and product testing, so facility execution and technical services matter alongside equipment sales.
What is the ESE stock price today?
The last price recorded on this page for ESCO Technologies Inc. (ESE) is $271.92, as of the Oct 5, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the ESE price target?
The analyst consensus price target for ESCO Technologies Inc. (ESE) is $413.00 (range $413.00 to $413.00, median $413.00), per FMP data captured Oct 5, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Does ESE pay a dividend?
Yes. ESCO Technologies Inc. (ESE) shows a trailing 12-month dividend yield of 0.12%, as of Oct 5, 2026, in the data on this page. Payout ratio and cash-flow coverage decide whether it can last, and past dividends do not guarantee future payments.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (79 figures)
The 79 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Christopher Tucker (Aug 6, 2026): Our last chart is #9, where we have updated 2026 guidance. Christopher Tucker (Aug 6, 2026): We now expect full year adjusted earnings per share of $8.30 to $8.40 per share. Christopher Tucker (Aug 6, 2026): Listen, I would say that we -- over time, we kind of target free cash flow conversion to adjusted net earnings of around 100%, we're going to be above that a little bit this year because of the timing of some of these big contract payments. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | 645 Maryville Centre DR., Suite 300, ST. Louis, MO, 63141 | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "645 Maryville Centre Drive, Saint Louis, MO, 63141-5855, US". |
FMP — 68 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Nov 19, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $271.92 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-05T21:54:49.301Z. | |
px.change | Change on the day | -1.10% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalization | $7.12B | FMP | Financial Modeling Prep (FMP) quote — Provider market cap uses the share class it prices; a company with more than one class may show a larger total elsewhere. Market cap record date: 2026-10-05. Source capture time was not supplied. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | −$3.03 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q3 FY2026 | $339M | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $193.68–$362.15 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 22.65 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 229.9K | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1.1 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Bryan H. Sayler | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 3,392 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $715.44M, net result $63.50M; FY2022 revenue $857.50M, net result $82.32M; FY2023 revenue $855.79M, net result $92.55M; FY2024 revenue $919.13M, net result $101.88M; FY2025 revenue $1.10B, net result $299.22M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Utility Solutions $380.00M · Aerospace And Defense $478.19M · R F Shielding And Test $237.20M | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 42.0% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $339.03M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $71.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | $40.95M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $309.34M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $62.83M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | $48.06M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $289.66M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $61.21M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | $38.39M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $352.67M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.sga_k | SG&A — period end 2025-09-30 | $63.33M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | $65.52M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-08-06.revenue_actual | Revenue · reported — report date 2026-08-06 | $339.03M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-06.revenue_estimated | Revenue · estimate — report date 2026-08-06 | $341.40M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-06.eps_actual | EPS · reported — report date 2026-08-06 | $2.2000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-06.eps_estimated | EPS · estimate — report date 2026-08-06 | $2.1200 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-07.revenue_actual | Revenue · reported — report date 2026-05-07 | $309.34M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-07.revenue_estimated | Revenue · estimate — report date 2026-05-07 | $307.88M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-07.eps_actual | EPS · reported — report date 2026-05-07 | $1.9100 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-07.eps_estimated | EPS · estimate — report date 2026-05-07 | $1.9000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-05.revenue_actual | Revenue · reported — report date 2026-02-05 | $289.66M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-05.revenue_estimated | Revenue · estimate — report date 2026-02-05 | $279.52M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-05.eps_actual | EPS · reported — report date 2026-02-05 | $1.6400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-05.eps_estimated | EPS · estimate — report date 2026-02-05 | $1.3200 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-20.revenue_actual | Revenue · reported — report date 2025-11-20 | $352.67M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-20.revenue_estimated | Revenue · estimate — report date 2025-11-20 | $339.07M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-20.eps_actual | EPS · reported — report date 2025-11-20 | $2.3200 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-20.eps_estimated | EPS · estimate — report date 2025-11-20 | $2.1300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q3 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $73.24M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $58.76M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $0.00 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $129.11M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 4.42× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $58.76M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | $6.42M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | −$17.10M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$7.23M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $68.86M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$8.10M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $109.94M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$14.94M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $413.00 – $413.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $413.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $413.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 17 transactions · 0 purchases, 0 sales, 17 other transactions · 7 identified insiders · of the newest 60 records, those within the last 180 days, newest dated Jul 17, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.holders | Reporting holders | 459 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 441 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Blackrock, INC. — shares in provider snapshot | 4,094,472 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 1,587,483 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Invesco Ltd. — shares in provider snapshot | 1,505,723 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Vanguard Capital Management LLC — shares in provider snapshot | 1,168,130 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | State Street Corp — shares in provider snapshot | 1,088,666 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 2 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 6 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-09-08 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 7.08 · Piotroski F 5 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-04 · Expired observation |
COMPUTED — 5 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 97.21× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $73.24M at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-05. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $0.32 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-05, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 0.12% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-08-06.revenue_actual.comparison | Latest report · revenue vs estimate | Below estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($339.03M) with the recorded estimate ($341.40M) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-08-06.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($2.2000) with the recorded estimate ($2.1200) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 71 of 100 · Strong · pillars 69 / 73 / 42 / 90 / 56 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 70 (stored snapshot Oct 4, 2026) → 71 (current publication computed Oct 5, 2026) (+1) | OURS | Stock Expert AI current score publication and immutable score snapshots |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.sga_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-08-06. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-08-06.revenue_actual,earn.history.depth.2026-08-06.revenue_estimated,earn.history.depth.2026-08-06.revenue_actual.comparison,earn.history.depth.2026-08-06.eps_actual.comparison,earn.history.depth.2026-08-06.eps_actual,earn.history.depth.2026-08-06.eps_estimated,earn.history.depth.2026-05-07.revenue_actual,earn.history.depth.2026-05-07.revenue_estimated,earn.history.depth.2026-05-07.eps_actual,earn.history.depth.2026-05-07.eps_estimated,earn.history.depth.2026-02-05.revenue_actual,earn.history.depth.2026-02-05.revenue_estimated,earn.history.depth.2026-02-05.eps_actual,earn.history.depth.2026-02-05.eps_estimated,earn.history.depth.2025-11-20.revenue_actual,earn.history.depth.2025-11-20.revenue_estimated,earn.history.depth.2025-11-20.eps_actual,earn.history.depth.2025-11-20.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
- Published
- Research standards
- Methodology · Editorial policy · Corrections
- Report a number
- sedat@stockexpertai.com
Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | ESCO Technologies Inc. serves global industrial and commercial markets by offering specialized engineered products and sophisticated systems. The company operates through three primary business units: Aerospace & Defense, Utility Solutions Group, and RF Shielding and Test. The Aerospace & Defense division focuses on the creation and manufacturing of advanced filtration products, including hydraulic filter elements and fluid control devices for commercial aviation, unique filter mechanisms for satellite micro-propulsion, and bespoke filters for both crewed aircraft and submarines. This segment also develops and produces elastomeric-based solutions aimed at reducing the signature of U.S. naval vessels. Furthermore, it supplies essential, precision-machined components such as bushings, pins, sleeves, and other intricately crafted parts, which are critical for aircraft systems like landing gear, rotor heads, engine mounts, flight controls, and actuation systems within the aerospace and defense sectors. The Utility Solutions Group provides vital diagnostic testing capabilities, enabling operators of electric power grids to effectively assess the integrity of high-voltage power transmission equipment. Additionally, this group furnishes decision-making support tools specifically designed for the renewable energy industry, with a particular focus on wind and solar power generation. The RF Shielding and Test segment is dedicated to designing and manufacturing specialized facilities, such as RF test environments, secure communication sites, acoustic test chambers, RF and magnetically shielded rooms, and broadcasting and recording studios. Its product range encompasses RF absorptive materials and filters, active compensation systems, a variety of antennas and their associated masts, turntables, electric and magnetic probes, RF test cells, proprietary measurement software, and numerous other test accessories used for diverse testing applications. Complementing its product offerings, this segment delivers a comprehensive suite of services, including calibration for antennas and field probes, chamber certification, field surveys, customer training, and various product testing procedures. ESCO Technologies distributes its products and services through a multifaceted network comprising independent distributors, external sales representatives, dedicated direct sales teams, and its own internal sales personnel. The company was founded in 1990 and is headquartered in St. Louis, Missouri. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Revenue by segment | Utility Solutions: $380.00M; Aerospace And Defense: $478.19M; R F Shielding And Test: $237.20M | 2025-09-30 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Management outlook — dated call excerpts | Captured record · 3 entries
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-08-06 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Sector / industry (provider taxonomy) | Technology / Hardware, Equipment & Parts The company's SEC filings classify it under SIC 3669 — Communications Equipment, NEC. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-09-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-08-06 | FMP | Financial Modeling Prep (FMP) earnings |
| Cash, investments and debt | Total debt: $129.11M; Liquidity basis: cash and short-term investments; Total liabilities: $802.74M; Cash and short-term investments: $73.24M; Cash and investments: $73.20M; Long-term investments: $0; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $73.20M; Cash and short-term investments: $73.20M; Long-term investments: $0; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-06-30 | COMPUTED | Computed from the balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Cash against market value | As of: 2026-06-30; Cash basis: cash and short-term investments; Net cash: -$55.90M; Total debt: $129.10M; Cash and investments: $73.20M Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them. | 2026-06-30 | COMPUTED | Computed from the balance sheet and the latest market capitalization |
| Trailing twelve-month ratio set | Quick ratio: 0.94; Current ratio: 1.38; Debt to equity: 0.08; Net margin: 24.4%; Gross margin: 42%; Operating margin: 14.9%; Return on assets: 13%; Return on equity: 20% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Distress and quality screens | Altman Z-score: 6.99; Piotroski F-score: 5 Altman Z below 1.8 is the conventional distress zone. The screen is built for manufacturers and industrials; for banks, insurers and property companies it is not a meaningful reading. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) financial scores |
| Next earnings report | Date: 2026-11-19; EPS estimate: $2.58 per share; Revenue estimate: $375.01M The date is our provider's estimate until the company confirms it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
At most 3 analysts contributed — treat this as thin coverage, not a consensus. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) analyst estimates |
| Recent SEC filings |
| 2026-08-10 | OFFICIAL | SEC EDGAR filer submissions |
| Most recent periodic reports | Annual: Document: https://www.sec.gov/Archives/edgar/data/866706/000110465925117276/ese-20250930x10k.htm, Filed: 2025-12-01, Period end: 2025-09-30; Quarterly: Document: https://www.sec.gov/Archives/edgar/data/866706/000110465926093266/ese-20260630x10q.htm, Filed: 2026-08-10, Period end: 2026-06-30 | 2026-08-10 | OFFICIAL | SEC EDGAR filer submissions |
Data provided for informational purposes only.
ETFs that hold ESE
Funds in our ETF coverage that list ESE among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.
| ETF | Weight | Holdings as of |
|---|---|---|
| Invesco S&P SmallCap Industrials ETF (PSCI) | 2.55% | |
| Invesco WilderHill Clean Energy ETF (PBW) | 2.22% | |
| State Street SPDR S&P Kensho Future Security ETF (FITE) | 1.88% |