ESCO Technologies Inc.
NYSE•ESE
CEO: Mr. Bryan H. Sayler
Sector: Technology
Industry: Hardware, Equipment & Parts
Listing Date: 1990-10-01
ESCO Technologies Inc. produces and supplies engineered products and systems for industrial and commercial markets worldwide. It operates through three segments: Aerospace & Defense, Utility Solutions Group, and RF Test & Measurement. The Aerospace & Defense segment designs and manufactures filtration products, including hydraulic filter elements and fluid control devices used in commercial aerospace applications; filter mechanisms used in micro-propulsion devices for satellites; and custom designed filters for manned aircraft and submarines. It also designs, develops, and manufactures elastomeric-based signature reduction solutions for U.S. naval vessels; and 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. The Utility Solutions Group segment provides diagnostic testing solutions that enable electric power grid operators to assess the integrity of high-voltage power delivery equipment; and decision support tools for the renewable energy industry, primarily wind and solar. The RF Test & Measurement segment designs and manufactures RF test and secure communication facilities, acoustic test enclosures, RF and magnetically shielded rooms, RF measurement systems, and broadcast and recording studios; and RF absorptive materials, filters, antennas, field probes, test cells, proprietary measurement software, and other test accessories to perform various tests. The company distributes its products through a network of distributors, sales representatives, direct sales teams, and in-house sales personnel. The company was incorporated in 1990 and is based in Saint Louis, Missouri.
Contact Information
Market Cap
$5.53B
P/E (TTM)
18.5
51.8
Dividend Yield
0.1%
52W High
$229.46
52W Low
$128.59
52W Range
Rank36Top 31.8%
4.5
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 4.5 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025
Financial Dashboard
Q4 2025 Data
Revenue
$352.67M+18.14%
4-Quarter Trend
EPS
$8.43+533.84%
4-Quarter Trend
FCF
$97.83M+70.61%
4-Quarter Trend
2025 Annual Earnings Highlights
Key Highlights
Sales and Earnings Growth Net sales from continuing operations reached $1,095.4M, increasing 19.2%; Net earnings grew to $116.3M for fiscal 2025.
Backlog Substantially Increased Total backlog surged 70.7% to $1.13B by September 30, 2025, driven by strong order intake of $1,564.8M.
EPS Performance Improvement Diluted EPS from continuing operations increased 13.1% to $4.49 GAAP; Adjusted EPS reached $6.03 for the fiscal year.
Risk Factors
Government Sales Dependency Risk 23% of 2025 revenue derived from US Government sales, subject to Congressional appropriations and spending priority changes.
Fixed Price Contract Cost Overruns Fixed-price contracts, especially complex development ones, expose the company to margin reduction or losses if cost estimates overrun.
International Trade and Political Risks 34% of 2025 sales are international, facing risks from tariffs, trade disputes, and geopolitical conflicts in key regions.
Outlook
Strategic Portfolio Realignment Completed divestiture of VACCO business as part of strategic shift focusing on high-growth, high-margin market positioning.
Maritime Acquisition Integration Maritime acquisition completed in April 2025 contributed $95.2M revenue since closing; goodwill recorded was $226.5M.
Operational Efficiency Initiative Company-wide "ESCO Operating System" initiative launched in 2025 aims to reduce overall operating costs and streamline processes.
Peer Comparison
Revenue (TTM)
SANM$8.13B
$3.70B
$3.04B
Gross Margin (Latest Quarter)
50.0%
ACIW48.7%
47.3%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| TTMI | $9.63B | 61.0 | 8.1% | 27.6% |
| SANM | $9.02B | 35.1 | 10.8% | 5.1% |
| LFUS | $6.97B | 57.6 | 4.7% | 21.3% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
12.6%
Steady Growth
4Q Net Income CAGR
110.4%
Profitability Improved
Cash Flow Stability
100%
Strong Cash Flow
Research & Insights
Next earnings:Feb 5, 2026
EPS:$1.31
|Revenue:-
Reports
All Years
Form 10-K - FY 2025
Period End: Sep 30, 2025|Filed: Dec 1, 2025|Revenue: $1.10B+6.7%|EPS: $11.55+191.7%BeatForm 10-Q - Q3 2025
Period End: Jun 30, 2025|Filed: Aug 11, 2025|Revenue: $296.34M+13.6%|EPS: $1.01-11.4%MissForm 10-Q - Q2 2025
Period End: Mar 31, 2025|Filed: May 9, 2025|Revenue: $265.52M+6.6%|EPS: $1.20+33.3%MissForm 10-Q - Q1 2025
Period End: Dec 31, 2024|Filed: Feb 10, 2025|Revenue: $247.03M+13.2%|EPS: $0.91+54.2%BeatForm 10-K - FY 2024
Period End: Sep 30, 2024|Filed: Nov 29, 2024|Revenue: $1.03B+7.4%|EPS: $3.96+10.3%BeatForm 10-Q - Q3 2024
Period End: Jun 30, 2024|Filed: Aug 9, 2024|Revenue: $260.78M+4.8%|EPS: $1.14+5.6%MissForm 10-Q - Q2 2024
Period End: Mar 31, 2024|Filed: May 10, 2024|Revenue: $249.13M+8.7%|EPS: $0.90+30.4%BeatForm 10-Q - Q1 2024
Period End: Dec 31, 2023|Filed: Feb 9, 2024|Revenue: $218.31M+6.2%|EPS: $0.59+3.5%Miss