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ESE

ESCO Technologies Inc.

ESE

NYSE·Technology·Hardware, Equipment & Parts·Mkt cap $8.8B

$332.78

▼ -2.07%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$174.92 - $362.15

P/E

28.32

Fwd P/E

40.62

Beta

1.13

Div Yield

0.09%

Avg Vol

330.9K

Shares Out

25.9M

Mkt Cap

$8.8B

Price action

Price chart

Up 76.0% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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

Strong

+16.3% over 3m

Quality

Strong

Exceptional business - top-tier fundamentals

Dividend

Token

0.09% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: May 5, 2026

“
Q2 26 RECAP

MAY 7, 2026

Reported EPS of $1.91 vs $1.90 consensus (+0.5% surprise). Revenue of $309.3M vs $307.9M expected (+0.5%). Beat on both top and bottom lines.

EPS beat +0.5%
Rev beat +0.5%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+0.5%

Next: May 5, 2026

Revenue trend · last 8Q

—

—

—

+13%

+7%

+14%

+18%

+17%

Q2 24

Q3 24

Q4 24

Q1 24

Q2 25

Q3 25

Q4 25

Q1 25

$249.1M

$260.8M

$298.5M

$247.0M

$265.5M

$296.3M

$352.7M

$289.7M

Margins · last 8Q

Gross

41.4%

Operating

13.3%

Profit

9.9%

View full earnings history →

Wall Street consensus

1 analyst · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

100%

Hold

0%

Sell

0%

Median Price Target

$400.00

▲ +20.2% vs $332.78

Low $400.00
Median $400.00
High $400.00

Latest: Deutsche Bank · $400.00 · Apr 17, 2026

1 analyst covering

View full analyst page →

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.