ESCO Technologies Inc. (ESE) Stock Price & Analysis
ESCO Technologies Inc. (ESE) closed at USD 232.1 on Friday, October 23, 2026, down 0.38% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 232.99; the Oct 23, 2026 session ranged USD 225.04–234.16 on volume of 283,217 shares. Market capitalization is $6.01B, with a 52-week range of USD 193.68–362.15 (NYQ). Source: Nexqual, retrieved October 24, 2026 at 03:45 UTC.
Also available as compact Markdown for AI agents: nexqual.com/ESE.md
Key facts (ESE)
- Last four reported quarters (through Jun 30, 2026): revenue $1.29B, net income $315M (24.4% margin), free cash flow $207M (SEC filings).
- Valuation: P/E 19.1x (avg 26.8x at the last 3 fiscal year-ends), net debt $11.8M.
- Analysts: Buy (mean 1.50 on a 1–5 scale) (4 analysts), mean target USD 352.75 (range 331–385).
- Total return with dividends: 1Y +5.0% vs S&P 500 +13.4%; 5Y +178.2% vs S&P 500 +76.9%.
- Next earnings: 2026-11-19, EPS estimate USD 2.6, revenue estimate $376M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (ESE)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $715M | $858M | $856M | $919M | $1.10B | $1.29B |
| Gross profit | $270M | $332M | $353M | $389M | $461M | — |
| Operating income | — | — | $119M | $146M | $170M | — |
| Net income | $63.5M | $82.3M | $92.5M | $102M | $299M | $315M |
| EPS (diluted) | $2.42 | $3.16 | $3.58 | $3.94 | $11.55 | — |
| Free cash flow | $96.4M | $103M | $57.2M | $99.3M | $206M | $207M |
| Gross margin | 37.8% | 38.7% | 41.3% | 42.3% | 42.1% | — |
| Operating margin | — | — | 13.9% | 15.9% | 15.6% | — |
| Net margin | 8.9% | 9.6% | 10.8% | 11.1% | 27.3% | 24.4% |
| Revenue growth | -2.1% | +19.9% | -0.2% | +7.4% | +19.2% | — |
| Cash + short-term investments | $56.2M | $97.7M | $41.9M | $66.0M | $101M | — |
| Total debt | $154M | $153M | $102M | $122M | $186M | — |
Fiscal years end Sep. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (ESE)
P/E 19.1x · P/S 4.7x · EV/Sales 4.7x · P/FCF 29.0x · P/B 3.7x · FCF yield 3.45% · Earnings yield 5.24% · Dividend yield (paid, TTM) 0.14% · Net debt $11.8M · EV $6.02B
P/E at fiscal year-ends: Sep 2025 18.3x, Sep 2024 32.8x, Sep 2023 29.2x.
Analysts (ESE)
Consensus Buy (mean 1.50 on a 1–5 scale), 4 analysts; mean target USD 352.75 (low 331, high 385).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-13 | JP Morgan | Target lowered | Overweight | $420 → $350 |
Total return (dividends reinvested) (ESE)
| 1Y (from 2025-10-24) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +5.0% | +178.2% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +5.0% | +22.7% |
| Volatility (annualized) | 34.8% | 29.3% |
| Max drawdown | -34.6% (Jun 2026→Oct 2026) | -34.4% (Nov 2021→May 2022) |
ESE revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Aerospace & Defense | $168.2M | 49.6% | +23.4% |
| Utility Solutions Group | $100.0M | 29.5% | +8.2% |
| RF Shielding & Test | $70.9M | 20.9% | +4.7% |
| Total revenue | $339.0M | 100% | — |
ESE revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $218.1M | 64.3% | +12.6% |
| Non Us | $120.9M | 35.7% | +17.9% |
| Total revenue | $339.0M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
ESE company outlook (results filed Aug 6, 2026)
- “Business Outlook – FY 2026 FY 2026 Sales and Adjusted EPS Guidance Update: ·”
- “Raising the lower end of FY 2026 Sales guidance and now expect Sales to be in the range of $1.30 to $1.33 billion (19 to 21 percent growth over the prior year). ·”
- “Raising full year Adjusted EPS guidance to a range of $8.30 - $8.40 per share (38 to 39 percent growth), which reflects a midpoint increase of $0.70 per share from our initial November guidance ($7.50 - $7.80) and $0.22 per share from our more recent May guidance update of ($8.00 - $8.25). ·”
- “Q4'26 Adjusted EPS is expected to be in the range of $2.55 - $2.65 per share (10 to 14 percent growth compared to Q4'25 Adjusted EPS).”
Quoted word-for-word from the SEC 8-K results press release.
ESE analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $2.60 | $2.53 | +2.5% | $375.6M | 4 |
| Next quarter (ends Dec 2026) | $1.79 | $1.82 | -1.3% | $361.6M | 3 |
| Current fiscal year (ends Sep 2026) | $8.37 | $8.20 | +2.0% | $1.31B | 4 |
| Next fiscal year (ends Sep 2027) | $9.22 | $9.09 | +1.4% | $1.72B | 4 |
Key Statistics (as of October 24, 2026 at 03:45 UTC)
| Price | USD 232.1 |
|---|---|
| Change | ▼ 0.38% (down) |
| Previous Close | USD 232.99 |
| Open | USD 230.84 |
| Day Range | USD 225.04 – 234.16 |
| 52-Week Range | USD 193.68 – 362.15 |
| Volume | 283,217 shares |
| Market Cap | $6.01B |
| Exchange | NYQ |
Technical Analysis (ESE)
Nexqual's technical model rates ESE "SELL" based on 3 bullish and 5 bearish signals across 127 daily candles, as of October 24, 2026 at 03:45 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 23.99 (oversold) |
| vs SMA50 | Below (USD 267.83) |
| MACD | -8.67 (negative) |
Analyst Ratings (ESE)
Wall Street analysts rate ESE "Buy" based on 4 analysts, with a mean price target of USD 352.75 (range USD 331–385), per Nexqual as of October 24, 2026 at 03:45 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 4 |
| Mean Target | USD 352.75 |
| High Target | USD 385 |
| Low Target | USD 331 |
| Buy / Hold / Sell | 4 / 0 / 0 |
Earnings (ESE)
| Next Earnings Date | 2026-11-19 |
|---|---|
| EPS Estimate | USD 2.6 |
| Revenue Estimate | $375.60M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 2.2 vs est 2.12 ▲ beat |
| 2026-03-31 | USD 1.91 vs est 1.84 ▲ beat |
| 2025-12-31 | USD 1.64 vs est 1.32 ▲ beat |
| 2025-09-30 | USD 2.32 vs est 2.14 ▲ beat |
Source: Nexqual, October 24, 2026 at 03:45 UTC.
Financials & Fundamentals (ESE)
| Total Revenue | $1.29B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +14.40% |
| Gross Margin | +42.01% |
| Operating Margin | +14.80% |
| Profit Margin | +24.39% |
| ROE | +9.50% |
| Debt / Equity | 0.09 |
| Current Ratio | 1.38 |
| Total Cash | $73.24M |
| Total Debt | $150.66M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $207.30M (16.1% of revenue) |
Source: Nexqual, October 24, 2026 at 03:45 UTC.
Financial Health Score (ESE)
Nexqual rates ESCO Technologies Inc.'s overall financial health "Solid" across five dimensions, as of October 24, 2026 at 03:45 UTC.
| Growth | Solid — Revenue +7% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 42%, operating 15% (last 12 months) |
| Balance Sheet | Strong — $73M cash and investments vs $85M debt (Jun 2026, SEC) |
| Cash Flow | Strong — FCF $207M (last 4 quarters to Jun 2026, SEC), 16% margin |
| Efficiency | Mixed — ROE 10%, ROA 5.1% |
Ownership (ESE)
| Insider Ownership | +16.76% |
|---|---|
| Institutional Ownership | +85.52% |
| Shares Outstanding | 25.91M |
| Float | 20.66M |
| Short % of Float | +3.31% |
Source: Nexqual, October 24, 2026 at 03:45 UTC.
Leadership (ESE)
ESCO Technologies Inc. is led by Bryan H. Sayler, President, CEO & Director, per Nexqual as of October 24, 2026 at 03:45 UTC.
| President, CEO & Director | Bryan H. Sayler |
|---|---|
| Senior VP & CFO | Christopher L. Tucker |
| Vice President of Investor Relations | Kate Lowrey |
| President of Aerospace | Rowland Ellis |
| President of Utility Solutions Group | Matthew Carrara |
Major Backers & Investors (ESE)
Notable institutional backers of ESCO Technologies Inc. include Invesco, T. Rowe Price, SmallCap World Fund Inc, according to Nexqual as of October 24, 2026 at 03:45 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Invesco | 5.81% |
| T. Rowe Price | 2.72% |
| SmallCap World Fund Inc | 2.56% |
| Price (T.Rowe) Associates Inc | 2.12% |
| Capital Group | 1.83% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 15.8% |
| Vanguard Group | 10.64% |
| State Street | 4.2% |
| Geode Capital | 2.91% |
| Dimensional Fund Advisors | 2.33% |
Source: Nexqual, October 24, 2026 at 03:45 UTC.
From ESCO Technologies Inc.'s Latest SEC 10-K Filing (filed 2025-12-01)
Key Strengths & Strategy (as disclosed to the SEC)
- Our Test segment is a vertically integrated supplier of electro-magnetic (EM) shielding, RF absorbing products and EMC/EMP/Tempest filters, producing most of its critical RF components itself.
Legal & Regulatory Risks (Item 1A, quoted)
- Our governmental sales and our international and export operations are subject to special U.S. and foreign government laws and regulations which may impose significant compliance costs, create reputational and legal risk, and impair our ability to compete in international markets.
- Product defects or customer claims could result in costly fixes, litigation and damages.
- Environmental laws and regulations or environmental contamination could increase our expenses and adversely affect our profitability.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| ST | Sensata Technologies Holding pl | USD 40.38 | ▼ 0.79% |
| NOVT | Novanta Inc. | USD 140.8 | ▲ 3.03% |
| VNT | Vontier Corporation | USD 34.36 | ▼ 0.52% |
| BMI | Badger Meter, Inc. | USD 151.24 | ▲ 1.07% |
| CGNX | Cognex Corporation | USD 55.55 | ▲ 1.74% |
| ITRI | Itron, Inc. | USD 87.65 | ▼ 0.59% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 24, 2026 at 03:45 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt