ESCO Technologies Inc. serves global industrial and commercial markets by offering specialized engineered products and sophisticated systems. The company operates through three ...
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Est. EPS $8.36 · Revenue $1.31B · 3 analysts
$0.32 per share
$0.32 per share
Est. EPS $1.81 · Revenue $311.80M · 2 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $1.1B | +19.2% | +9.6% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $299.2M | +193.7% | -5.8% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +42.1% | -0.4% | -1.7% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +15.8% | -1.6% | -22.3% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +27.3% | +146.4% | -14.0% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $189.8M | +117.2% | +5235.8% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +17.3% | +82.3% | +4786.1% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 15.0% | +18.0% | -40.5% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.35x | -29.1% | -4.9% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $2.4B | +31.1% | +0.6% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 11.55 vs 5.84 | +97.6% | 1.26 vs 2.12 | -40.5% |
| Revenue Surprise | $1.1B vs $1.1B | -1.7% | $339.0M vs $341.4M | -0.7% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jul 17, 2026 | Valdez Gloria L | director | Restricted Share Units | A | 2 | — |
| Jul 17, 2026 | KHILNANI VINOD M | director | Restricted Share Units | A | 0 | — |
| Jul 17, 2026 | Hess Janice L. | director | Restricted Share Units | A | 0 | — |
| Jul 17, 2026 | Dewar Patrick M | director | Restricted Share Units | A | 6 | — |
| Jul 17, 2026 | Conner Penelope M | director | Restricted Share Units | A | 0 | — |
Operator: Good day, and thank you for standing by. Welcome to the Third Quarter 2026 ESCO Technologies Earnings Call. [Operator Instructions]. Please be advised that today's conference is being recorded. On the call today, we have Bryan Sayler, President and CEO; Chris Tucker, Senior Vice President and CFO. And now I'd like to turn the conference over to our first speaker today, Kate Lowrey, Vice President of Investor Relations. Kate, you now have the floor. Kate Lowrey: Thank you. Statements made during this call, which are not strictly historical are forward-looking statements within the meaning of the safe harbor provisions of the federal securities laws. These statements are based on current expectations and assumptions, and actual results may differ materially from those projected in the forward-looking statements due to risks and uncertainties that exist in the company's operations and business environment, including, but not limited to, the risk factors referenced in the company's press release issued today, which will be included as an exhibit to the company's Form 8-K to be filed. We undertake no duty to update or revise any forward-looking statements, except as may be required by applicable laws or regulations. In addition, during the call, the company may discuss non-GAAP financial measures in describing the company's operating results. Reconciliation of these measures to the most comparable GAAP measures can be found in the press release issued today and found on the company's website at www.escotechnologies.com under the link, Investor Relations. Now I'll turn the call over to Bryan. Bryan Sayler: Thanks, Kate, and thanks, everyone, for joining today's call. We're pleased to meet with you this afternoon to discuss ESCO's third quarter results. In Q3, we continue to see positive momentum in each of our business segments as demand across our served end markets continues to build. Aerospace, utility and test orders were all strong, driving a consolidated book-to-bill of 1.21. This continuing strength lifted backlog to record levels across A&D, Test, Doble and at the consolidated level. This is all clear evidence of growing end market demand and the strength of our competitive position. Operationally, Q3 was another strong quarter of revenue and earnings performance, continued order strength is flowing through to drive high single-digit organic revenue growth and operating leverage. Over the past year or so, we have been working on development and implementation of an enterprise-wide continuous improvement process, which we will call the ESCO operating system. Although we are still in the early stages of the operating system implementation, we are already beginning to see impacts across our businesses through greater consistency and execution and are building a stronger foundation for sustainable value creation over time. Chris will run you through all of the financial details for the third quarter. But before that, I wanted to give you …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Bryan Sayler | President, Chief Executive Officer & Director | USD 2,533,253 | Male | 1967 | Active |
Christopher L. Tucker | Senior Vice President & Chief Financial Officer | USD 1,444,813 | Male | 1972 | Active |
David Schatz | Senior Vice President, Secretary & General Counsel | USD 885,219 | Male | 1964 | Active |
Peter Crawford | President of Maritime Solutions | — | Male | — | Active |
Bill Comeau | Aerospace & Defense Group President | — | Male | — | Active |
Michele Marren | Vice President & Corporate Controller | — | — | — | Active |
Kate Lowrey | Vice President of Investor Relations | — | Female | — | Active |
Rowland Ellis | President of Aerospace | — | Male | — | Active |
Matthew Carrara | President of Utility Solutions Group | — | Male | — | Active |
Steve Savis | Chief Human Resources Officer | — | — | — | Active |
American Capital Management Inc. acquired a new stake in ESCO Technologies Inc. (NYSE: ESE) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 65,312 shares of the scientific and technical instruments company's stock, valued at approximately $22,862,000. American Capital Management Inc. owned 0.25% of
Deutsche Bank AG bought a new stake in shares of ESCO Technologies Inc. (NYSE: ESE) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 29,056 shares of the scientific and technical instruments company's stock, valued at approximately
Bank of America Corp DE lessened its stake in ESCO Technologies Inc. (NYSE: ESE) by 19.8% during the undefined quarter, according to its most recent disclosure with the SEC. The institutional investor owned 187,754 shares of the scientific and technical instruments company's stock after selling 46,288 shares during the quarter. Bank of America
Amundi grew its holdings in shares of ESCO Technologies Inc. (NYSE: ESE) by 109.7% during the first quarter, according to the company in its most recent disclosure with the SEC. The fund owned 5,837 shares of the scientific and technical instruments company's stock after buying an additional 3,054 shares during the quarter. Amundi's
ESCO Technologies NYSE: ESE reported third-quarter fiscal 2026 results marked by organic sales growth, higher profitability and record backlog, as demand remained strong across its aerospace and defense, utility solutions and test businesses.
