UBS Group AG Has $5.62 Million Stock Position in ESCO Technologies Inc. $ESE
UBS Group AG increased its stake in ESCO Technologies Inc. (NYSE:ESE) by 14.6% in the fourth quarter, now holding 28,760 shares valued at $5.62 million. The company reported strong Q4 results, surpassing earnings and revenue expectations, and issued optimistic guidance for fiscal year 2026. ESCO Technologies also declared a quarterly dividend of $0.08 per share, and analysts currently maintain an average "Buy" rating with a $400 price target.
Freemont Management S.A. Takes Position in ESCO Technologies Inc. $ESE
Freemont Management S.A. has initiated a new position in ESCO Technologies Inc. (NYSE:ESE) during the fourth quarter, purchasing 14,900 shares valued at approximately $2.9 million. This move contributes to the already high institutional ownership of ESCO Technologies, with 95.7% of its stock held by institutions and hedge funds. The company recently reported strong quarterly results, exceeding EPS and revenue estimates, and raised its fiscal 2026 guidance while declaring a quarterly dividend of $0.08 per share.
Is ESCO Technologies (ESE) Quietly Redefining Its Utility Solutions Strategy With Megger Deal And Backlog Surge?
ESCO Technologies Inc. (ESE) reported strong Q2 2026 results with increased sales and net income, alongside maintaining full-year revenue guidance and its quarterly dividend. The company is set to acquire Megger Group Limited and has a record backlog, indicating a strategic shift towards expanding its utility solutions platform and potentially broadening long-term revenue sources. While these developments are positive, the acquisition adds complexity and potential execution risks, which investors should consider alongside current valuation and analyst perspectives.
ESCO Technologies Inc. (NYSE:ESE) Q2 2026 Earnings Call Transcript
ESCO Technologies Inc. (NYSE:ESE) reported strong Q2 2026 results, with orders up 42% and adjusted EPS increasing by 63% to $1.91. The company saw positive momentum across all business platforms, driving record backlog and leading to an increased full-year 2026 guidance for adjusted earnings per share of $8 to $8.25. Key highlights include robust demand in Aerospace and Defense and the announcement of the acquisition of Megger Group Limited, expected to close in Q1 fiscal 2027.
Is ESCO Technologies (ESE) Quietly Redefining Its Utility Solutions Strategy With Megger Deal And Backlog Surge?
ESCO Technologies recently reported strong Q2 2026 results with sales of US$309.34 million and announced plans to acquire Megger Group Limited, aiming to expand its utility solutions platform. This move, alongside a record backlog and maintained full-year revenue guidance, signals a strategic shift to broaden its long-term revenue sources. While these developments could strengthen ESCO's market position, investors should also consider the risks associated with integrating multiple acquisitions and managing rising supply chain and labor costs.
ESCO Technologies Q2 earnings call highlights
This article provides highlights from ESCO Technologies' Q2 earnings call. The specific details of the earnings call are not available in the provided content, as the content itself is "MSN".
Assessing ESCO Technologies (ESE) Valuation After Strong Multi Year Returns And Recent Share Price Momentum
ESCO Technologies (ESE) has seen significant share price appreciation over multiple timeframes, with its stock closing at $332.77. Despite this strong performance and analyst targets around $365, a common valuation narrative suggests the company is overvalued, with a fair value estimated at $255. The article highlights the tension between market momentum and underlying valuation, driven by strong backlog growth in Aerospace & Defense and potential risks in utility and renewables segments.
ESCO Technologies 2Q 2026: Revenue $309.34M, EPS $1.34— 10-Q Summary
ESCO Technologies reported strong financial results for its second quarter of 2026, with revenue increasing by 33.5% to $309.34M and diluted EPS rising to $1.34. This growth was driven by robust demand in its aerospace & defense and Test segments, as well as contributions from recent maritime acquisitions. The company also announced an agreement to acquire Megger for $2.35B, expected to close in Q1 FY2027.
ESCO Technologies (ESE) posts strong Q2 2026 growth and unveils $2.35B Megger acquisition
ESCO Technologies (ESE) reported strong financial results for Q2 2026, with net sales reaching $309.3 million and diluted EPS of $1.29, and for the first six months of 2026, with sales of $599.0 million and diluted EPS of $2.40. Growth was primarily driven by its Aerospace & Defense segment, bolstered by the Maritime acquisition, and supported by increases in its Test and USG segments. Alongside these positive earnings, ESCO announced a definitive agreement to acquire Megger Group Limited for approximately $2.35 billion, an acquisition expected to expand its Utility Solutions Group and be funded through a combination of cash and equity.
Earnings Growth At ESCO Technologies (ESE) Tests Margin Compression Narrative In Q1 2026
ESCO Technologies (ESE) reported its Q1 2026 earnings with a revenue of US$289.7 million and basic EPS of US$1.11, showing significant growth from the previous year. However, net profit margins have slightly eased from 11.8% to 10.7%, creating a tension between earnings growth and margin compression. The article discusses bullish and bearish perspectives on ESE's valuation, considering its premium P/E ratio and varying expectations for future earnings and margins.
Number of shareholders of ESCO Technologies Inc. – GETTEX:ET7
The article provides information about the number of shareholders of ESCO Technologies Inc. (GETTEX:ET7). It shows various financial details and market data for the company. The content also lists legal disclaimers and copyrights from data providers like ICE Data Services, FactSet, American Bankers Association, and Quartr.
ESCO Technologies (NYSE:ESE) Releases Earnings Results, Beats Estimates By $0.01 EPS
ESCO Technologies (NYSE:ESE) reported strong Q2 2026 earnings, beating analyst estimates with an EPS of $1.91 and revenue of $309.3 million. The company showcased significant year-over-year growth in revenue (33.5%) and adjusted EPS (63%), leading to increased full-year and Q3 guidance. Despite some weakness in its Utility Solutions segment due to renewable energy softness, management expressed confidence based on strong order growth and a record backlog.
A Look at ESCO Technologies Inc (ESE) After 8.9% Decline -- GF Value $171.92 vs Price $303.11
ESCO Technologies Inc. (ESE) shares recently fell by 8.9%, closing at $303.11, while its GF ValueÔÇô estimate is $171.92, indicating it is significantly overvalued by 76.3%. Despite a strong GF Score of 83/100, driven by excellent growth and financial strength, the valuation rank is very low, suggesting caution for investors. No insider transactions have been reported in the last three months, which might signal a lack of insider confidence at the current price.
ESCO Technologies Down Over 28%, on Pace for Largest Percent Decrease Since April 2020 -- Data Talk
ESCO Technologies Inc. (NYSE: ESI) is experiencing a significant stock decline of over 28% in recent trading, marking its largest percentage decrease since April 2020. The stock reached an intraday low of $76.22 and is currently trading around $77.20. Despite this fall, it remains above its 52-week low of $71.16, which was set on October 27, 2023.
ESCO Technologies Inc. 2026 Q2 - Results - Earnings Call Presentation (NYSE:ESE) 2026-05-08
ESCO Technologies Inc. (NYSE:ESE) has published its Q2 2026 earnings call presentation, following an earnings announcement where the company reported an EPS of $1.91, beating estimates by $0.07. Revenue for the quarter was $309.34M, which was a 16.50% year-over-year increase but missed expectations by $11.04M. This article provides access to the slide deck presented during the earnings call.
ESCO Technologies Inc. Plans Quarterly Dividend of $0.08 (NYSE:ESE)
ESCO Technologies Inc. (NYSE:ESE) has declared a quarterly dividend of $0.08 per share, payable on July 17th to shareholders of record on July 2nd. This represents an annualized dividend of $0.32 and a yield of approximately 0.1%, with a payout ratio of 4.6% indicating strong coverage by earnings. Despite beating Q1 earnings expectations with $1.91 EPS and $309.3M revenue, and issuing positive guidance for Q3 and FY2026, the company's shares fell by about 11.8%.
Pier Capital LLC Buys Shares of 15,335 ESCO Technologies Inc. $ESE
Pier Capital LLC has acquired 15,335 shares of ESCO Technologies Inc. (NYSE:ESE) in the fourth quarter, valued at approximately $2.996 million. This new stake represents about 0.06% of the company. ESCO Technologies recently surpassed earnings estimates with $1.91 EPS against an expected $1.84, and reported strong revenue growth of 33.5% year-over-year.
Esco Technologies: Fiscal Q2 Earnings Snapshot
Esco Technologies Inc. (ESE) reported fiscal second-quarter earnings of $34.7 million, or $1.34 per share, with adjusted earnings reaching $1.91 per share. The company posted revenue of $309.3 million for the period and provided guidance for the current quarter and full fiscal year, expecting per-share earnings between $2.05 and $2.15 for the next quarter, and $8 to $8.25 for the full year. Revenue for the full year is projected to be between $1.29 billion and $1.33 billion.
ESCO Technologies Fiscal Q2 Adjusted Earnings, Revenue Rise; Shares Fall After Hours
ESCO Technologies reported increased adjusted earnings and revenue for its fiscal Q2, with adjusted EPS rising to $0.85 from $0.65 year-over-year and revenue increasing by 5.3% to $252.3 million. Despite the positive financial results, the company's shares fell in after-hours trading. ESCO also reaffirmed its fiscal year 2024 guidance, projecting adjusted EPS between $3.60 and $3.70 and sales ranging from $1.02 billion to $1.04 billion.
Esco Technologies Reports Strong Q2 Results, Raises EPS Outlook
Esco Technologies (ESE) reported strong Q2 FY2026 results, with significant growth in sales, earnings, and orders, leading to a record backlog of $1.5 billion and increased operating cash flow. The company reaffirmed its revenue outlook and raised its full-year adjusted EPS guidance, bolstered by broad-based segment strength and the pending Megger acquisition. An analyst maintained a Buy rating with a $400.00 price target, and TipRanks’ AI Analyst, Spark, rated ESE as "Outperform" due to robust fundamentals and an upbeat earnings report.
ESCO Technologies (NYSE:ESE) Issues Q3 2026 Earnings Guidance
ESCO Technologies (NYSE:ESE) has issued its earnings guidance for Q3 2026, projecting EPS between $2.050 and $2.150, which aligns with the analyst consensus. The company also updated its full-year 2026 EPS guidance to $8.000-$8.250. This announcement follows a strong Q2 performance where ESCO beat EPS estimates with $1.91 and reported revenue slightly above forecasts, despite its stock experiencing a slight dip.
Esco Technologies: Fiscal Q2 Earnings Snapshot
Esco Technologies Inc. (ESE) reported fiscal second-quarter earnings of $34.7 million, equating to $1.34 per share, or an adjusted $1.91 per share. The company, which manufactures smart meters and filtration products, achieved revenue of $309.3 million during the period. Looking ahead, Esco Technologies projects earnings of $2.05 to $2.15 per share for the current quarter and full-year earnings between $8 and $8.25 per share, with revenue expected to range from $1.29 billion to $1.33 billion.
ESCO Technologies (NYSE:ESE) Updates FY 2026 Earnings Guidance
ESCO Technologies (NYSE:ESE) updated its FY 2026 earnings guidance, projecting EPS between $8.00 and $8.25 and revenue of $1.3 billion, aligning with consensus estimates. The company also set Q3 2026 EPS guidance at $2.05 to $2.15. Despite beating recent quarterly earnings and revenue expectations, the stock dipped, although analysts maintain a "Buy" rating.
Esco Technologies: Fiscal Q2 Earnings Snapshot
Esco Technologies Inc. (ESE) reported earnings of $34.7 million, or $1.34 per share, for its fiscal second quarter. Adjusted earnings were $1.91 per share, with revenue reaching $207.3 million. The company expects per-share earnings for the current quarter to range from $2.05 to $2.15, and full-year earnings between $8 and $8.45 per share on revenues of $1.07 billion to $1.15 billion.
Esco Technologies: Fiscal Q2 Earnings Snapshot
Esco Technologies Inc. reported fiscal second-quarter earnings of $34.7 million, or $1.34 per share, with adjusted earnings reaching $1.91 per share. The company achieved revenues of $309.3 million for the period. Esco Technologies projects its per-share earnings for the current quarter to be between $2.05 and $2.15, and full-year earnings from $8 to $8.25 per share on revenues of $1.29 billion to $1.33 billion.
(ESE) ESCO Technologies Expects Full Year 2026 Revenue Range $1.29B - $1.33B, vs. FactSet Est of $1.32B
ESCO Technologies (ESE) announced its revenue outlook for the full fiscal year 2026, projecting a range of $1.29 billion to $1.33 billion. This forecast is in line with FactSet's estimated revenue of $1.32 billion for the same period. The article, primarily a financial headline, indicates the company's financial expectations and provides a comparison to analyst estimates.
Sales surge 33% at ESCO Technologies (NYSE: ESE) as Q2 EPS jumps
ESCO Technologies Inc. (NYSE: ESE) reported strong Q2 2026 results with net sales increasing 33% to $309.3 million and entered orders jumping 42% to $378.2 million, leading to a record backlog of $1.47 billion. GAAP EPS from continuing operations rose 26% to $1.29, while adjusted EPS surged 63% to $1.91. The company maintained revenue guidance for fiscal 2026 and raised its adjusted EPS guidance to $8.00–$8.25, while also announcing a quarterly dividend and detailing its pending acquisition of Megger Group.
ESCO Technologies earnings on deck as Megger deal tests growth
ESCO Technologies is set to report fiscal second-quarter results, with investors keenly watching its integration of the $2.35 billion Megger Group acquisition and its impact on growth and margins. Analysts anticipate EPS of $1.77 and revenue of $307.7 million, representing significant year-over-year growth. The key focus will be on the company's ability to maintain margin expansion, sustain order momentum in Aerospace & Defense, and clarity on its capital deployment strategy following the substantial acquisition.
Esco Technologies: Fiscal Q2 Earnings Snapshot
Esco Technologies Inc. (ESE) reported earnings of $34.7 million, or $1.34 per share, in its fiscal second quarter. Adjusted earnings were $1.91 per share, with revenue reaching $309.3 million. The company expects per-share earnings for the current quarter to be between $2.05 and $2.15, and full-year earnings in the range of $8 to $8.25 per share on revenue of $1.29 billion to $1.33 billion.
Horizon Investments LLC Grows Stock Holdings in ESCO Technologies Inc. $ESE
Horizon Investments LLC significantly increased its stake in ESCO Technologies Inc. (NYSE:ESE) by 59.4% during the fourth quarter, now holding 11,821 shares worth $2.309 million. Other institutional investors have also adjusted their holdings, with hedge funds and institutional investors collectively owning 95.70% of the company's stock. ESCO Technologies recently posted strong quarterly earnings, beating consensus estimates, and maintains a "Buy" consensus rating from analysts, with a target price of $300.00.
ESCO Technologies Inc expected to post earnings of $1.84 a share - Earnings Preview
ESCO Technologies Inc is anticipated to report earnings of $1.84 per share. This information is provided as an earnings preview from Refinitiv. The article does not provide additional details beyond the earnings expectation.
Vanguard Group Inc. Reduces Holdings in ESCO Technologies Inc. $ESE
Vanguard Group Inc. reduced its stake in ESCO Technologies Inc. (NYSE:ESE) by 2.5% in the fourth quarter, selling 72,332 shares and now owning 2,876,105 shares valued at $561.96 million. Despite this reduction, institutional investors collectively hold 95.70% of the company's stock. ESCO Technologies recently beat earnings estimates with $1.64 EPS on $289.66 million revenue and provided strong Q2 and FY2026 guidance, maintaining a "Buy" consensus rating from analysts.
ESCO Technologies Q1 2026 Earnings Preview — May 7, Street Expects $1.84 EPS
Ahead of its Q1 fiscal 2026 earnings report on May 7, ESCO Technologies Inc. (NYSE:ESE) is expected to deliver $1.84 EPS on $320.4 million in revenue, according to three analysts. This forecast indicates significant year-over-year growth, with EPS up 12.2% and revenue up 20.7% from Q1 2025. Analyst estimates have seen an upward revision, suggesting confidence in the company's performance.
Director at ESCO Technologies (NYSE: ESE) converts RSUs and adjusts holdings
ESCO Technologies director Gloria L. Valdez converted 197 Restricted Share Units (RSUs) into common shares at a value of $326.96 per share and also disposed of 106.4604 RSUs for cash back to the issuer. These transactions increased her direct common stock holdings to 3,677 shares, reflecting routine compensation-related adjustments rather than open-market trades. The RSUs involved were originally granted in 2020 and are scheduled for distribution in semi-annual and annual installments starting May 1, 2025.
ESCO Technologies Q1 2026 Earnings Preview — May 7, Street Expects $1.84 EPS
Wall Street anticipates OSTO Technologies Inc. (NYSE: ESE) to report first-quarter fiscal 2026 earnings of $1.84 per share on May 7, with revenue projected at $320.4 million. This represents a significant year-over-year increase in both EPS and revenue, reflecting positive analyst sentiment and strong growth momentum for the scientific and technical instruments manufacturer. Investors will be closely watching net margin performance, order trends across its diverse end markets, and any updated guidance for the rest of fiscal 2026.
How Investors May Respond To ESCO Technologies (ESE) Surging A&D Orders And Strengthening Backlog Visibility
ESCO Technologies is experiencing a surge in Aerospace & Defense orders, leading to increased backlog visibility and higher earnings expectations for the March 2026 quarter. While this strengthens the investment narrative, investors must still consider potential risks like integration costs, supply chain pressures, and end-market volatility. The company forecasts significant revenue and earnings growth by 2028, but some analysts are more cautious about achieving these targets.
A Look At ESCO Technologies (ESE) Valuation After Surging Orders And Aerospace And Defense Demand
ESCO Technologies (ESE) has gained significant investor attention due to surging orders and strong demand in the Aerospace & Defense sector, particularly from submarine programs and military contracts. While the stock has seen strong returns, trading at $323.95 against an analyst target of $365, some narratives suggest it is 27% overvalued with a fair value of $255, contingent on ambitious growth and margin assumptions. Investors are encouraged to look beyond the mixed sentiment and conduct their own due diligence, considering potential upsides against various fair value estimates.
ESCO Technologies, Inc. Hits New 52-Week High of USD 324.66
ESCO Technologies, Inc. has reached a new 52-week high of USD 324.66, marking a significant milestone with a 202.82% increase over the past year. The company, classified as a small-cap with a market capitalization of USD 8,121 million, exhibits strong financial health evidenced by a low debt-to-equity ratio of 0.03 and a robust dividend yield of 12.78%. Its performance significantly outpaces the S&P 500's growth during the same period, positioning it as a noteworthy player in the electronics and appliances sector.
Conestoga Capital Advisors LLC Reduces Position in ESCO Technologies Inc. $ESE
Conestoga Capital Advisors LLC decreased its stake in ESCO Technologies Inc. by 11.2% in the fourth quarter, reducing its holdings to 775,596 shares, valued at approximately $151.5 million. Despite this reduction, ESCO Technologies remains Conestoga's 15th-largest holding. The company recently reported strong quarterly results, beating EPS estimates and showing significant year-over-year revenue growth, with analysts maintaining a consensus "Buy" rating and a target price of $300.
ESCO Technologies (ESE) to Release Quarterly Earnings on Thursday
ESCO Technologies (NYSE:ESE) is expected to release its Q2 2026 earnings after market close on Thursday, May 7th, with analysts forecasting earnings of $1.74 per share on revenue of $306.68 million. The company previously beat Q1 expectations with $1.64 EPS and has guided Q2 EPS between $1.75-$1.85, and full-year 2026 EPS between $7.90-$8.15. ESCO Technologies maintains an average "Buy" rating from analysts with a $300 price target.
Vanguard Capital Management (ESE) holds 1.36M shares, 5.23% stake
Vanguard Capital Management reported a 5.23% stake in ESCO Technologies Inc. (ESE), holding 1,356,855 shares as of March 31, 2026. This passive investment, disclosed via a Schedule 13G filing, indicates sole dispositive power over all shares and sole voting power over 195,111 shares. The filing underscores Vanguard's role as a large, passive institutional investor.
Vanguard holds 1.56M ESCO shares — ESCO Technologies (NYSE: ESE) 6.03% stake
Vanguard Portfolio Management has reported beneficial ownership of 1,563,273 shares of ESCO Technologies Inc. (NYSE: ESE), representing a 6.03% stake in the company. This disclosure, made via a SCHEDULE 13G SEC filing, indicates that Vanguard has sole dispositive power over all these shares and sole voting power over 23,209 shares, with their holdings primarily attributed to Vanguard funds and related affiliates. The filing confirms a passive investment strategy, not for influencing control, and was signed on April 29, 2026, reflecting holdings as of March 31, 2026.
ESCO Technologies (ESE) Surged Following a Clear Inflection Point in Demand
Conestoga Capital Advisors highlighted ESCO Technologies Inc. (NYSE: ESE) as a leading contributor in its Q1 2026 investor letter, noting a significant surge in demand and orders accelerating sharply, particularly in Aerospace & Defense. The company, which provides highly engineered products for aerospace, defense, and utility markets, saw its shares gain 103.75% over the past 52 weeks and experienced a 35% increase in sales in Q1 2026. Despite its strong performance, Conestoga Capital Advisors suggests that certain AI stocks may offer even greater potential for returns.
Calamos Advisors LLC Sells 3,484 Shares of ESCO Technologies Inc. $ESE
Calamos Advisors LLC reduced its stake in ESCO Technologies Inc. (NYSE:ESE) by 55.8%, selling 3,484 shares and now owning 2,758 shares valued at $539,000. Despite this sale, several other institutional investors increased their holdings in ESCO Technologies. The company's stock currently has an average "Buy" rating from analysts with an average target price of $300.00, and it recently reported strong quarterly earnings, surpassing analyst estimates.
Teacher Retirement System of Texas Boosts Stock Position in ESCO Technologies Inc. $ESE
The Teacher Retirement System of Texas significantly increased its holdings in ESCO Technologies Inc. (NYSE:ESE) by 380.8% in Q4, bringing its total to 32,614 shares valued at approximately $6.37 million. Institutional investors now own about 95.7% of the company's stock. ESCO Technologies recently surpassed Q1 earnings expectations with an EPS of $1.64 against an anticipated $1.32 and revenue growth of 17.3% year-over-year, leading to a "Buy" consensus rating from analysts with an average target price of $300.00.
The Bull Case For ESCO Technologies (ESE) Could Change Following Raised Q2 Guidance And Megger Deal Vote
ESCO Technologies (ESE) has updated its Q2 2026 guidance, projecting higher revenue and GAAP EPS, and is seeking shareholder approval for the acquisition of Megger Group. This move is expected to expand ESCO's global utility solutions presence. While the raised guidance supports near-term earnings momentum, investors are also considering potential risks from supply chain pressures and integration challenges from the acquisition, with some analysts having a cautious outlook despite the positive news.
A Look At ESCO Technologies (ESE) Valuation After A Powerful Multi Year Share Price Run
ESCO Technologies (ESE) has seen significant share price appreciation over the past year, prompting a reassessment of its valuation. While analysts set a fair value of $255, the stock currently trades at $314.14, suggesting it is 23.2% overvalued based on a narrative incorporating revenue growth, margin expectations, and a higher P/E multiple. Investors are advised to conduct their own analysis given mixed signals and potential risks.
After-hours results on May 7: ESCO lines up 4 p.m. Central webcast
ESCO Technologies (NYSE: ESE) announced it will report its Q2 2026 financial results after market close on Thursday, May 7, 2026. A conference call to discuss these results will follow at 4:00 p.m. Central Time, with a webcast and slide presentation available on ESCO's Investor Center. Historically, similar announcements have led to modestly positive stock price reactions for ESE.
ESCO Technologies Inc. (NYSE:ESE) Given Consensus Recommendation of "Buy" by Analysts
ESCO Technologies Inc. (NYSE:ESE) has received a consensus "Buy" rating from analysts, with an average 12-month price target of $300. The company recently surpassed Q1 earnings estimates, reporting $1.64 EPS against an expected $1.32, and generated $289.7 million in revenue. ESCO Technologies has also issued optimistic guidance for Q2 and FY2026, with institutional investors holding a significant 95.7% of its shares.
ESE SEC Filings - Esco Technologies Inc 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for investors to access Esco Technologies Inc. (ESE) SEC filings, including 10-K, 10-Q, and 8-K reports, along with AI-generated summaries. It details the company's operating segments and recent financial events, such as the acquisition of ESCO Maritime Solutions and the divestiture of VACCO Industries. The platform offers AI-powered highlights to simplify understanding of complex financial documents.
