ESCO Technologies Inc.
ESE
NYSE·Technology·Hardware, Equipment & Parts·Mkt cap $7.1B
$274.02
▲ +0.05%
P/E
23.20
Mkt Cap
$7.1B
52-Wk Range
$193.68–$362.15
52-Week Range
$193.68 - $362.15
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 33.4% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Specialized engineering expertise in mission-critical applications with high barriers to entry and customer switching costs
- Established relationships with major defense contractors, aerospace manufacturers, and utility operators requiring long-term supplier partnerships
- Proprietary technology in RF shielding, filtration systems, and grid diagnostic solutions that differentiate products in niche markets
- Diversified revenue streams across defense, aerospace, energy, and telecommunications reduce cyclical business risk
Bear Case
2 risks
- Average volatility.
- Significant premium - growth priced in
Growth
Stable outlook
Increased defense spending and modernization of military platforms driving demand for aerospace and naval components
Value
Significant premium - growth priced in
Momentum
Weak
-7.2% over 3m
Quality
Strong
Excellent business quality
Dividend
Token
0.12% yield
Smart-money signal
Who's buying ESE right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 19, 2026
AUG 6, 2026
Reported EPS of $2.20 vs $2.12 consensus (+3.8% surprise). Revenue of $339.0M vs $341.4M expected (-0.7%).
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+3.8%
Revenue trend · last 8Q
—
—
+13%
+7%
+14%
+18%
+17%
+14%
Q3 24
Q4 24
Q1 24
Q2 25
Q3 25
Q4 25
Q1 25
Q3 26
$260.8M
$298.5M
$247.0M
$265.5M
$296.3M
$352.7M
$289.7M
$339.0M
Margins · last 8Q
Gross
0.0%
Operating
9.7%
Profit
9.7%
Wall Street consensus
1 analyst · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: Deutsche Bank · Aug 10, 2026
vs Industry
How ESE stacks vs Hardware, Equipment & Parts
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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