Inside the research

ESCO Technologies Inc.

ESE Research profile · latest available data

Price overview

$268.09

▼ -0.33 (-0.1%)

52w hi$354.82
52w lo$195.21
Vol194.00K
As of25 Sep 2026

The Verdict

Hold

Our score -0.14

Short-0.67
Medium+0.11
Long+0.42

computed 2026-09-27

Key fundamentals

ESCO Technologies Inc.

Technology · Scientific & Technical Instruments

Market cap$6.95B
Enterprise value$7.02B
Trailing P/E49.74x
Forward P/E29.06x
EV / EBITDA22.74x
P / S (ttm)5.38x
Profit margin24.4%
Return on equity9.5%
Revenue growth+14.4%
Earnings growth+24.8%
Debt / equity9.31

Layer Breakdown

LayerRawContribution
Fundamental+0.24
Sector+0.19
Technical-0.40
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

ESCO Technologies Inc. provides engineered components and systems for aviation, navy, defense, and industrial customers. The Aerospace & Defense segment designs and manufactures specialty filtration products, including hydraulic filter elements and fluid control devices used in commercial and defense aerospace applications; miniature electro-explosive devices for military aircraft ejection seats and missile arming devices; manufactures and sells 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; designs, develops and manufactures elastomeric-based signature reduction solutions for U.S. naval vessels; and provides mission-critical signature and power management solutions. The Utility Solutions Group segment develops, manufactures, and delivers diagnostic testing solutions; and designs and manufactures decision support tools for the renewable energy industry, primarily wind and solar. The RF Test & Measurement segment designs and manufactures products and systems to measure and control RF energy for research and development, regulatory compliance, and medical and security applications; and turnkey systems, such as RF test facilities and measurement systems, acoustic test enclosures, RF and magnetically shielded rooms, and secure communication facilities. This segment also supplies RF absorptive materials, filters, antennas, field probes, test cells, proprietary measurement software, and other test accessories; and offers calibration and product tests, feedthrough capacitors, high current power, telephone, data and control line filters, and high-altitude electromagnetic protection filters. It distributes its products through distributors, sales representatives, direct sales teams, and in-house sales personnel. The company was incorporated in 1990 and is based in Saint Louis, Missouri.

United States · www.escotechnologies.com

Risk Metrics

Beta vs SPX1.04
Corr SPX0.48
Annual vol34.8%
Annual ret+44.1%
Sharpe1.27
Max DD-27.0%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$373.33
High / Low$400.00 / $345.00
Median$375.00
Analysts3
Strong Buy1
Buy2
Hold0
Sell0
Strong Sell0

Recent rating actions

2026-03-25Deutsche Bank→ Buy
2026-02-09Stephens & Co.→ Overweight
2025-11-24Stephens & Co.→ Overweight
2025-05-09Benchmark→ Buy
2025-02-27Stephens & Co.→ Overweight
2025-02-11Benchmark→ Buy

Material Events

DateEvent8-K
2026-08-06Earnings Release, Reg FD Disclosure…read
2026-06-03Material Agreement, Termination of Agreement…read
2026-05-07Earnings Release, Reg FD Disclosure…read
2026-04-16Material Agreement, Securities Issuance…read
2026-04-15Earnings Release, Reg FD Disclosure…read
2026-02-05Earnings Release, Shareholder Vote…read
2025-11-20Earnings Release, Officer / Director Change…read
2025-08-07Earnings Release, Reg FD Disclosure…read
2025-05-07Earnings Release, Reg FD Disclosure…read
2025-04-28Acquisition / Disposition, Reg FD Disclosure…read
2025-02-06Earnings Release, Shareholder Vote…read
2024-11-14Earnings Release, Officer / Director Change…read

Insider Trades

DateInsiderRoleActionSharesValue
2026-05-01Valdez Gloria LDirectorOption exercise197$64.41K

Flow & Concentration

Insider 180d net$0
Insider buys / sells0 / 0
Insider biasNeutral
13F holders7
Top-5 share99.4%
HHI5,337 (concentrated)

Top Holders

HolderValueShares
State Street Corp$381.08M1.09M
Fidelity / FMR LLC$106.84M305.23K
Capital Research / Capital World$42.71M122.02K
AQR Capital Management$7.96M22.73K
Bridgewater Associates$3.32M9.48K
Citadel Advisors$2.91M8.30K
T. Rowe Price Group$192.07K548.71K

As of 2026-06-30

Dividends

Yield (TTM)0.09%
$ / share (TTM)$0.24
5y CAGR+0.0%

Annual dividend per share

2021$0.24
2022$0.32
2023$0.32
2024$0.32
2025$0.32
2026$0.16

SEC Filings

DateFormDoc
2026-08-1010-Qview
2026-08-068-Kview
2026-07-204view
2026-07-204view
2026-07-204view
2026-07-204view
2026-07-204view
2026-07-204view
2026-07-204view
2026-06-038-Kview
2026-05-1110-Qview
2026-05-078-Kview
2026-05-044view
2026-04-204view
2026-04-204view

The Long Run

FY 2010–2025 · 16 years

LineLatestCAGRTrend
Revenue$1.10B+3.9%
Net income$299.22M+14.5%
Cash from ops$241.94M+7.9%

Indices

S&P SmallCap 600

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$268.67$271.33$266.59$268.09194.00K
Sep 24$264.40$272.05$260.19$268.42349.30K
Sep 23$260.54$269.63$258.28$266.19188.80K
Sep 22$263.67$264.89$261.25$261.81271.90K
Sep 21$267.12$267.12$261.00$262.41263.80K

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