ESCO Technologies Inc. $ESE Shares Acquired by Public Sector Pension Investment Board
Public Sector Pension Investment Board increased its holdings in ESCO Technologies Inc. (NYSE:ESE) by 14.5% in the third quarter, now owning 100,725 shares valued at $21.26 million. ESCO Technologies reported strong Q1 earnings, beating analyst expectations with $1.64 EPS on $289.66 million revenue, and provided optimistic guidance for Q2 and FY 2026. Despite insider selling by the CEO and a director totaling $4.78 million, institutional investors hold a significant 95.7% stake in the company.
A Look At ESCO Technologies (ESE) Valuation After Raised Guidance And Aerospace And Defense Strength
ESCO Technologies (ESE) reported strong first-quarter 2026 results, leading to raised full-year revenue and earnings outlooks, driven by significant growth in its Aerospace & Defense segment. Despite a recent pullback, the stock has shown strong momentum, with a 27.36% one-month and 38.02% year-to-date return. However, Simply Wall St's analysis suggests ESCO Technologies is currently 7% overvalued, with a fair value of $255 compared to its last close of $272.76, based on detailed growth and margin assumptions.
ESCO Technologies Inc. $ESE Shares Purchased by Advisors Asset Management Inc.
Advisors Asset Management Inc. increased its stake in ESCO Technologies Inc. (NYSE:ESE) by 34.6%, bringing their total to 28,965 shares valued at approximately $6.12 million. ESCO Technologies recently surpassed quarterly earnings and revenue expectations, reporting $1.64 EPS against a $1.32 consensus and revenue of $289.66 million, up 17.3% year-over-year. Despite a consensus price target of $187.50, the stock currently trades around $272.50, and insiders have been net sellers in recent months.
After Leaping 27% ESCO Technologies Inc. (NYSE:ESE) Shares Are Not Flying Under The Radar
ESCO Technologies Inc. (NYSE:ESE) shares have gained 27% over the last month and 65% in the past year. The company's high P/E ratio of 55.8x, compared to the U.S. market's average of 19x, is attributed to its superior earnings growth, which analysts forecast to be 29% next year against the market's 16%. Investors are willing to pay a premium for ESCO Technologies due to its strong future growth prospects.
ESCO Technologies (NYSE:ESE) Sets New 52-Week High - Still a Buy?
ESCO Technologies (NYSE:ESE) recently hit a new 52-week high of $271.17, trading significantly above its moving averages and consensus price target. The company beat Q1 earnings estimates with $1.64 EPS and $289.66M revenue, providing strong Q2 and FY2026 guidance. Despite upgrades from analysts to "Buy" and "Strong Buy" ratings, insiders have sold shares totaling approximately $4.78 million in the last 90 days.
After Leaping 27% ESCO Technologies Inc. (NYSE:ESE) Shares Are Not Flying Under The Radar
ESCO Technologies Inc. (NYSE:ESE) has seen a significant 27% rise in its share price over the past month, contributing to a 65% increase over the last year. The company's high P/E ratio of 55.8x, compared to the market average of 19x, is attributed to strong past earnings growth of 13% last year (46% over three years) and a forecasted 29% growth for the next year, outpacing the broader market's expected 16% expansion. This optimistic earnings outlook is seen as a key reason investors are willing to pay a premium for the stock.
ESCO TECHNOLOGIES INC SEC 10-Q Report
ESCO Technologies Inc. has released its Form 10-Q report for the first quarter of 2025, detailing significant financial and operational growth. The company reported a 35% increase in net sales to $289.7 million, driven primarily by strong performance in the Aerospace & Defense segment, which saw a 75.6% rise in sales. ESCO's diluted EPS increased to $1.11, and its backlog climbed to $1,401.1 million, indicating robust future prospects.
ESCO Technologies (ESE) Is Up 10.9% After Raising 2026 Guidance On Record Backlog And Orders - What's Changed
ESCO Technologies (ESE) reported strong Q1 2026 results, raising its full-year guidance and declaring a dividend, driven by robust aerospace, defense, and utility demand, and a record $1.40 billion backlog. While the company's shares rose, an "expensive" valuation and recent insider selling suggest potential downside risk, prompting investors to weigh the strong demand against valuation concerns. The article encourages investors to build their own narrative and consider other perspectives despite the positive quarterly performance.
ESCO Technologies (NYSE:ESE) Stock Rating Upgraded by Wall Street Zen
Wall Street Zen has upgraded ESCO Technologies (NYSE: ESE) from a "buy" to a "strong-buy" rating, reflecting strengthening fundamentals. The company reported better-than-expected Q1 adjusted EPS and revenue, significantly increased orders, and raised its Q2 and full-year 2026 EPS guidance. Shares rose in response, though insiders have sold shares recently, while institutional investors hold a large stake.
ESCO Technologies Inc. Plans Quarterly Dividend of $0.08 (NYSE:ESE)
ESCO Technologies Inc. (NYSE: ESE) has announced a quarterly dividend of $0.08 per share, payable on April 17th to shareholders of record on April 2nd. This dividend represents an annualized yield of 0.1% and a payout ratio of 4.6%, indicating strong coverage by earnings. The company recently reported better-than-expected quarterly earnings with $1.64 EPS and $289.66 million in revenue, leading to a stock price increase to $255.97, despite analysts having a lower consensus price target.
ESCO Technologies Inc. (NYSE:ESE) Q1 2026 Earnings Call Transcript
ESCO Technologies Inc. (NYSE:ESE) reported strong Q1 2026 results, with orders up 143% and adjusted earnings per share increasing 73% to $1.64. The company saw significant growth across its Aerospace and Defense, Utility Solutions, and Test segments, with particular strength in Navy orders and commercial aerospace demand. Due to this robust performance, ESCO Technologies is raising its full-year sales and earnings guidance for 2026.
Esco Technologies Raises Outlook After Strong First Quarter
Esco Technologies (ESE) reported a strong first quarter for fiscal 2026 with significant gains in sales, orders, and EPS, leading to a record backlog of $1.4 billion. The company raised its full-year guidance, driven by surging Aerospace & Defense demand and contributions from its Maritime business. Despite positive financial performance, TipRanks' AI Analyst, Spark, rates ESE as Neutral due to bearish technical trends and potential overvaluation.
ESCO Technologies Inc. (NYSE:ESE) Receives Average Rating of "Buy" from Analysts
ESCO Technologies Inc. (NYSE:ESE) has received a consensus "Buy" rating from five brokerages, with an average 1-year price target of $187.50. The company reported a strong Q1, exceeding EPS and revenue expectations, and raised its guidance for Q2 and the full fiscal year 2026. Despite positive financial performance and analyst upgrades, insider selling by the CEO and CFO was noted.
ESCO Technologies raises 2026 EPS guidance to $7.90–$8.15 amid 143% orders surge and robust segment growth
ESCO Technologies has revised its 2026 EPS guidance upwards to $7.90–$8.15, an increase from its previous range of $7.50–$7.80. This optimistic outlook follows a significant 143% surge in orders and strong growth across all its operational segments. The company's enhanced performance and future projections are primarily driven by robust demand in its utility and aerospace and defense markets.
ESCO Technologies' (NYSE:ESE) 37% CAGR outpaced the company's earnings growth over the same three-year period
ESCO Technologies Inc. (NYSE:ESE) has seen its share price increase by 155% over the past three years, representing a 37% CAGR, which significantly outpaced its 12% annual earnings per share growth during the same period. This suggests that the market's opinion of the company has become more optimistic. Despite this strong share price performance, the article recommends considering other factors and potential risks, and highlights a currently high P/E ratio of 53.04.
ESCO TECHNOLOGIES INC (NYSE:ESE) Kicks Off Fiscal 2026 with Strong Earnings Beat and Raised Guidance
ESCO Technologies Inc (NYSE:ESE) reported strong first-quarter fiscal 2026 earnings, surpassing analyst expectations with adjusted EPS of $1.64 against an estimate of $1.33, and sales reaching $289.7 million. The company raised its full-year adjusted EPS guidance to $7.90-$8.15 and its revenue outlook to $1.29-$1.33 billion, driven by robust performance in its Aerospace & Defense segment and a record $1.4 billion backlog. The positive report and increased guidance have been well-received by the market, with the stock gaining approximately 15% over the past month.
ESCO Technologies Q1 2026 presentation: orders surge 143%, guidance raised
ESCO Technologies Inc. (NYSE:ESE) reported a significant surge in Q1 fiscal 2026 orders, up 143% year-over-year to $557.2 million, and raised its full-year guidance for sales and adjusted EPS. Despite the strong financial performance and increased outlook, the company's stock experienced a slight decline in after-hours trading. The growth was primarily driven by its Aerospace & Defense segment, although the Utility Solutions Group and Test segments also contributed positively.
ESCO Technologies (NYSE:ESE) Posts Earnings Results, Beats Expectations By $0.33 EPS
ESCO Technologies (NYSE: ESE) reported strong Q1 earnings, with EPS of $1.64, surpassing the consensus estimate of $1.32 by $0.32. The company also announced a significant increase in orders and revenue, particularly in its Aerospace & Defense segment, leading to raised full-year EPS guidance. Analyst ratings for ESE are predominantly positive, with several firms upgrading their outlook for the stock.
Esco Technologies: Fiscal First Quarter Earnings Overview
Esco Technologies Inc. announced its fiscal first quarter financial results, reporting a net profit of $28.7 million. The company's earnings per share were $1.11, with adjusted earnings reaching $1.64 per share. Esco Technologies, a manufacturer of smart meters and filtration systems, generated $289.7 million in revenue during this period.
Esco Technologies: Fiscal Q1 Earnings Snapshot
Esco Technologies Inc. (ESE) reported a profit of $28.7 million in its fiscal first quarter, with net income of $1.11 per share. Adjusted earnings were $1.64 per share. The company, which produces smart meters and filtration products, also announced revenues of $289.7 million for the period.
Esco Technologies: Fiscal First Quarter Earnings Overview
Esco Technologies reported a net profit of $28.7 million in its fiscal first quarter, with adjusted earnings of $1.64 per share. The company, a manufacturer of smart meters and filtration systems, generated $289.7 million in revenue during this period.
ESCO Technologies Inc. $ESE Position Trimmed by Teacher Retirement System of Texas
The Teacher Retirement System of Texas significantly reduced its stake in ESCO Technologies (NYSE:ESE) by 79.7% in Q3, selling over 26,000 shares. This divestment occurred while several other institutional investors increased their holdings in the company. Insiders, including directors, also sold substantial amounts of ESCO Technologies stock recently.
ESCO Technologies (ESE) Expected to Announce Quarterly Earnings on Thursday
ESCO Technologies (NYSE:ESE) is expected to announce its Q1 2026 earnings on Thursday, February 5th, with analysts forecasting earnings of $1.31 per share and revenue of $289.3 million. The company previously reported strong Q4 results, beating EPS estimates, and has provided Q1 and full-year 2026 guidance. Insider selling has occurred, but institutional investors have been actively trading the stock, and Wall Street maintains a "Buy" rating.
ESCO Technologies Inc. $ESE Shares Acquired by Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust significantly increased its stake in ESCO Technologies Inc. (NYSE:ESE) by 87.5% in Q3, now owning 0.34% of the company valued at $18.455 million. This coincides with ESCO Technologies reporting strong Q3 earnings, beating EPS estimates, and issuing optimistic FY2026 guidance. Despite institutional buying, company insiders have been net sellers in the last 90 days.
Emerald Advisers LLC Has $29.86 Million Holdings in ESCO Technologies Inc. $ESE
Emerald Advisers LLC significantly increased its stake in ESCO Technologies Inc. by 58.8% to 141,419 shares, now valued at approximately $29.86 million. This increase follows ESCO Technologies' recent earnings report, which beat EPS estimates but missed on revenue, alongside guidance for Q1 and FY2026. The company currently has a "Buy" average rating from analysts, though insiders have engaged in selling shares.
Is ESCO Technologies Inc. (NYSE:ESE) Expensive For A Reason? A Look At Its Intrinsic Value
ESCO Technologies Inc. (NYSE:ESE) is currently estimated to be 30% overvalued based on a Discounted Cash Flow (DCF) model, with a fair value of US$168 compared to its current share price of US$219. The analysis uses a 2-stage DCF model, projecting future cash flows and then discounting them to present value. Despite its current valuation, the company shows strengths in earnings growth and a healthy balance sheet, though its dividend is low.
ESCO Technologies Inc (ESE) Stock Price Up 2.95% on Jan 15
ESCO Technologies Inc (ESE) saw its stock price increase by 2.95% on January 15, reaching $218.77. This places ESE 4.66% below its 52-week high and 70.13% above its 52-week low. Analyst forecasts suggest an average target price of $255.00, implying a potential 16.56% upside from the current price, while GuruFocus estimates a fair value of $162.02, indicating a potential 25.94% downside.
SG Americas Securities LLC Purchases 5,578 Shares of ESCO Technologies Inc. $ESE
SG Americas Securities LLC significantly increased its stake in ESCO Technologies Inc. by 220.6% in the third quarter, acquiring an additional 5,578 shares. This comes amidst significant insider selling from the CEO and a director, offloading a total of 21,699 shares valued at $4.78 million. Despite mixed quarterly results and guidance, ESCO Technologies holds a MarketBeat consensus "Buy" rating with a target price of $187.50, and recently announced a quarterly dividend.
Is ESCO Technologies Inc. (NYSE:ESE) Potentially Undervalued?
ESCO Technologies Inc. (NYSE:ESE) is currently considered overvalued by 27% based on a discounted cash flow valuation, with its market price of US$213 exceeding its intrinsic value of US$167.79. Despite the current overvaluation, the company shows an optimistic future outlook with expected earnings growth of 66% over the next few years. Investors are advised to monitor its volatile share price for potential future buying opportunities.
Is ESCO Technologies Inc. (NYSE:ESE) Potentially Undervalued?
ESCO Technologies Inc. (NYSE:ESE) experienced significant share price movement recently, rising to US$224 and falling to US$195 before settling at US$213. Simply Wall St's analysis suggests the stock is currently overvalued by 27% based on discounted cash flow, with an intrinsic value of US$167.79. Despite the current overvaluation, the company's future earnings are expected to increase significantly by 66%, indicating a highly optimistic outlook.
ESCO Technologies Announces First Quarter 2026 Earnings Release and Conference Call
ESCO Technologies Inc. (NYSE:ESE) announced its first quarter 2026 financial results will be released after market close on Thursday, February 5, 2026. A conference call will follow the release at 4:00 p.m. Central Time to discuss the results and related commentary. Both the webcast and an accompanying slide presentation will be accessible through the Investor Center section of ESCO’s website.
ESCO Technologies Inc. Schedules First Quarter 2026 Financial Results Conference Call for February 5
ESCO Technologies Inc. (NYSE: ESE) is scheduled to release its first-quarter 2026 financial results after market close on Thursday, February 5, 2026. This will be followed by a conference call at 4:00 p.m. Central Time to discuss the results and provide additional commentary. A webcast and accompanying slide presentation will be available on the company's Investor Center website before the call and a replay will be accessible afterward.
ESCO Technologies Announces First Quarter 2026 Earnings Release and Conference Call
ESCO Technologies Inc. (NYSE: ESE) announced that it will release its first-quarter 2026 financial results after market close on Thursday, February 5, 2026. This will be followed by a conference call at 4:00 p.m. Central Time to discuss the results and provide commentary. A webcast and slide presentation will be available on the company's Investor Center website, with a replay also available for those unable to attend live.
ESCO Technologies Inc. $ESE Shares Sold by Conestoga Capital Advisors LLC
Conestoga Capital Advisors LLC reduced its stake in ESCO Technologies Inc. (NYSE:ESE) by 14.1% in the third quarter, selling 143,809 shares and retaining 873,219 shares valued at approximately $184.3 million. Despite missing revenue estimates, ESCO Technologies surpassed quarterly EPS expectations and provided optimistic FY2026 EPS guidance. The company also declared a quarterly dividend of $0.08, while insiders have recently sold shares totaling nearly $4.78 million.
Peregrine Capital Management LLC Acquires Shares of 60,443 ESCO Technologies Inc. $ESE
Peregrine Capital Management LLC recently acquired 60,443 shares of ESCO Technologies Inc. (NYSE:ESE) valued at approximately $12.76 million, establishing a 0.23% stake in the company. Institutional investors now hold about 95.70% of ESCO Technologies, despite recent insider selling by directors Vinod Khilnani and Robert J. Phillippy. Analysts maintain a consensus "Buy" rating for ESCO, with an average target price of $187.50, following the company's Q3 EPS beat and positive FY2026 guidance.
ESCO Technologies Inc. $ESE is Tributary Capital Management LLC's 2nd Largest Position
Tributary Capital Management LLC significantly increased its stake in ESCO Technologies Inc. ($ESE) by 92.5%, making it their second-largest holding, despite recent insider selling by the CEO and a director. ESCO Technologies reported better-than-expected Q3 EPS but missed on revenue, providing Q1 and full-year 2026 EPS guidance. The company maintains a "Buy" rating among analysts with a consensus price target of $187.50 and recently declared a quarterly dividend.
Calamos Advisors LLC Has $1.32 Million Stake in ESCO Technologies Inc. $ESE
Calamos Advisors LLC significantly reduced its stake in ESCO Technologies Inc. (NYSE:ESE) by 52.2% in the third quarter, holding 6,242 shares valued at $1.32 million. Despite this, other institutional investors increased their positions, and institutional ownership remains high at 95.70%. ESCO Technologies recently beat Q3 EPS estimates but missed revenue expectations, and the company announced a quarterly dividend of $0.08 per share.
Has ESCO Technologies Run Too Far After Its 50% Surge in 2025?
ESCO Technologies stock has surged 50% in 2025, prompting a valuation review. Despite its strong performance, Simply Wall St's analysis indicates the stock may be overvalued based on Discounted Cash Flow and Price-to-Earnings ratios, suggesting investors are paying a premium above its intrinsic value and fair ratio. The analysis urges investors to consider the company's fundamentals and future growth prospects for a comprehensive valuation.
Is It Too Late To Consider ESCO Technologies After Its Strong 2025 Share Price Surge?
ESCO Technologies has seen a strong share price surge in 2025, up 50.7% year-to-date, but recent analysis suggests the stock may be overvalued. Both a Discounted Cash Flow (DCF) model and a Price to Earnings (PE) ratio comparison indicate that investors might be paying a premium for ESCO's shares. While previous attention focused on infrastructure upgrades and recurring revenue, current valuations show potential red flags for new investments.
Zacks Research Upgrades ESCO Technologies (NYSE:ESE) to "Hold"
Zacks Research has upgraded ESCO Technologies (NYSE:ESE) to a "Hold" rating, although the overall analyst consensus remains a "Buy" with a $187.50 price target. The company recently reported Q3 EPS of $2.32, beating estimates, but revenue of $286.5 million fell short. Insider selling has occurred, with the CEO and CFO reducing their holdings, while institutional investors own approximately 95.7% of the stock.
Here's How Much $1000 Invested In ESCO Technologies 5 Years Ago Would Be Worth Today
ESCO Technologies (NYSE: ESE) has outperformed the market over the last five years, achieving an average annual return of 15.44%. An initial investment of $1000 in ESE stock five years ago would now be worth $2,045.48, highlighting the impact of compounded returns on cash growth.
30,080 Shares in ESCO Technologies Inc. $ESE Acquired by Castleark Management LLC
Castleark Management LLC recently acquired 30,080 shares of ESCO Technologies Inc. (NYSE:ESE) worth approximately $5.77 million, marking a new position. This acquisition contributes to the significant institutional ownership of about 95.7% of the stock, with other firms like Invesco also substantially increasing their holdings. Despite recent insider selling, ESCO Technologies reported strong quarterly EPS, though it missed revenue expectations, and analysts maintain a "Buy" rating with an average target price of $187.50.
Norges Bank Buys Shares of 19,511 ESCO Technologies Inc. $ESE
Norges Bank has acquired a new stake of 19,511 shares in ESCO Technologies Inc. (NYSE:ESE), valued at approximately $3.74 million, increasing its holding to about 0.08% of the company. Institutional investors now own 95.7% of the stock, with significant new positions from other firms, while insiders have been net sellers. Analysts maintain a "Buy" rating for ESCO Technologies, which recently surpassed quarterly EPS estimates and provided positive FY2026 guidance.
JPMorgan Chase & Co. Has $10.35 Million Holdings in ESCO Technologies Inc. $ESE
JPMorgan Chase & Co. reduced its stake in ESCO Technologies Inc. (NYSE:ESE) by 37.0% in Q2, now holding 53,957 shares valued at approximately $10.35 million. Despite ESCO beating EPS estimates but missing revenue expectations, institutional investors hold 95.70% of the stock. Insiders also sold over $4.78 million worth of shares in the last quarter.
Evaluating ESCO Technologies’ Valuation as Backlog Growth, Margin Gains and EPS Outperformance Strengthen Its Outlook
ESCO Technologies (ESE) is gaining investor attention due to strong execution, growing backlog, higher margins, and accelerated earnings growth. Despite recent share price fluctuations, the company's long-term performance and valuation suggest it may be undervalued, especially with strong growth drivers in its Aerospace and Defense segment. However, its high P/E ratio compared to industry averages raises questions about its margin of safety.
ESCO Technologies (ESE) Q4: Discontinued Ops Windfall Clouds Core Margin Narratives
ESCO Technologies (ESE) reported Q4 2025 revenue of
How New 2026 Sales Growth Guidance at ESCO Technologies (ESE) Has Changed Its Investment Story
ESCO Technologies Inc. recently provided new fiscal year 2026 guidance, projecting consolidated net sales growth of 16% to 20% to approximately US$1.27 billion to US$1.31 billion, driven significantly by its Aerospace & Defense segment. This updated outlook affirms management's confidence and enhances visibility into both growth catalysts and risks, particularly concerning the ongoing Maritime integration. The company's future revenue is anticipated to reach $1.5 billion with $199.7 million in earnings by 2028, suggesting a fair value of $255.00, representing a 20% upside from its current price.
Have Insiders Sold ESCO Technologies Shares Recently?
A recent sale by ESCO Technologies' Senior VP & CFO, Christopher Tucker, of US$1.1 million worth of stock has raised some caution. Although it reduced his total holding by 20%, insiders have not purchased any shares in the last year, suggesting a lack of buying confidence. While the company is profitable and growing, low insider ownership paired with recent sales advises caution for potential investors.
Schatz, Esco Technologies sr. VP, sells $563k in ESE stock
David M. Schatz, Sr. VP, Sec’y & Gen. Counsel at Esco Technologies Inc (NYSE:ESE), recently sold 2,498 shares of common stock for a total of $563,673. This transaction occurred on November 25, 2025, and the company maintains a "GOOD" financial health score with consistent dividend payments. Esco Technologies also reported strong financial results for Q4 2025, with adjusted EPS exceeding expectations and a 29% revenue increase.
How New 2026 Sales Growth Guidance at ESCO Technologies (ESE) Has Changed Its Investment Story
ESCO Technologies (ESE) recently reported Q4 earnings and new 2026 guidance, projecting significant consolidated net sales growth of 16% to 20%, driven largely by its Aerospace & Defense segment. This updated outlook, which includes substantial Maritime revenue contributions, clarifies the company's near-term catalysts but also highlights the ongoing integration challenges and cost risks associated with its Maritime segment. Simply Wall St indicates that despite updated revenue projections, the fair value estimates for ESE vary among community members, suggesting differing opinions on future performance drivers.
