ESCO Technologies
Builds aerospace, grid-diagnostic, and RF test systems for industrial and defense applications.
Something off on this page? Send us feedback.
Profile
Designs specialized aerospace and naval components, electric-grid diagnostic equipment and services, and RF test facilities. Revenue comes from engineered products, customer-specific systems, software, consulting, and testing, with government contracts and fixed-price projects creating material execution dependencies.
Designs engineered products across Aerospace & Defense, Utility Solutions Group, and RF Test & Measurement. Aerospace & Defense combines PTI and Crissair filtration and fluid-control components, Globe composite and signature-reduction systems, and ESCO Maritime Solutions' naval signature-management and quiet-propulsion equipment.
Sells grid diagnostic instruments, monitoring systems, software, consulting, and testing through Doble, Morgan Schaffer, and Altanova; NRG supplies wind and solar resource-measurement tools. ETS-Lindgren builds RF test facilities, shielded rooms, antennas, probes, absorbers, filters, and measurement software.
Operates mainly from the United States, with sales spanning Europe, Asia, Canada, and other markets. Proprietary engineering and customer-specific systems underpin execution. Government-funded work depends on appropriations and terminable contracts, while fixed-price projects carry cost-estimation exposure. The signed Megger acquisition remains subject to closing before it can expand Utility Solutions.
Company facts
Key statistics
Year to date +40.1% · Average volume (30d) 190.4K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 10, 2026 | Deutsche Bank | Reiterate | Buy | $400 | $413 |
| Apr 17, 2026 | Deutsche Bank | Target | $400 | ||
| Feb 9, 2026 | Stephens | Target | $275 | $300 | |
| Nov 24, 2025 | Stephens | Target | $145 | $275 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q3 FY26 | $2.12 | $2.20 | +3.8% | $341.4M | $339.0M | −0.7% | −6.80% |
| May 7, 2026Q2 FY26 | $1.90 | $1.91 | +0.5% | $307.9M | $309.3M | +0.5% | −8.91% |
| Feb 5, 2026Q1 FY26 | $1.32 | $1.64 | +24.2% | $279.5M | $289.7M | +3.6% | +6.17% |
| Nov 20, 2025Q4 FY25 | $2.13 | $2.32 | +8.9% | $339.1M | $352.7M | +4.0% | +2.54% |
Financial highlights
| 12 quarters | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $265.5M | $296.3M | $352.7M | $289.7M | $309.3M | $339.0M | |
| Gross profit | $109.2M | $122.0M | $149.4M | $119.9M | $131.3M | $141.5M | |
| Operating income | $43.1M | $43.2M | $65.5M | $38.4M | $48.1M | $41.0M | |
| Net income | $31.0M | $26.1M | $218.7M | $28.7M | $34.7M | $32.7M | |
| Diluted EPS | $1.20 | $1.01 | $8.43 | $1.11 | $1.34 | $1.26 | |
| Gross margin | 41.1% | 41.2% | 42.4% | 41.4% | 42.4% | 41.7% | |
| Operating margin | 16.2% | 14.6% | 18.6% | 13.3% | 15.5% | 12.1% |
Fiscal years (4-quarter sums)FY21 $715.4M · FY22 $857.5M · FY23 $956.0M · FY24 $999.5M · FY25 $1.13B
Revenue by product · Q3 FY26
Revenue by geography · Q3 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $73.2M · Total debt $129.1M · Total assets $2.42B · Shareholders' equity $1.62B
Dividends
Raised for 16 straight years. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jul 2, 2026 | Jul 2 | Jul 17 | $0.08 | |
| Apr 2, 2026 | Apr 2 | Apr 17 | $0.08 | |
| Jan 2, 2026 | Jan 2 | Jan 16 | $0.08 | |
| Oct 2, 2025 | Oct 2 | Oct 16 | $0.08 | |
| Jul 2, 2025 | Jul 2 | Jul 17 | $0.08 | |
| Apr 2, 2025 | Apr 2 | Apr 17 | $0.08 | |
| Jan 2, 2025 | Jan 2 | Jan 17 | $0.08 | |
| Oct 2, 2024 | Oct 2 | Oct 16 | $0.08 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 25.91M · Float 25.76M · 99.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 4.09M | 15.80% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 1.59M | 6.13% | 13F | Aug 13, 2026 |
| Invesco Ltd. | 1.51M | 5.80% | 13G | Aug 13, 2026 |
| Vanguard Capital Management LLC | 1.17M | 4.51% | 13F | Aug 13, 2026 |
| State Street Corp | 1.09M | 4.20% | 13F | Aug 7, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Nov 25, 2025 | Robert J. Phillippy | director | −3,700 | $222.53 |
| Nov 25, 2025 | David M. Schatz | officer: Sr. VP, Sec'y & Gen. Counsel | −2,498 | $225.65 |
| Nov 26, 2025 | Bryan H. Sayler | director, officer: CEO & PRESIDENT | −401 | $220.00 |
| Nov 25, 2025 | Bryan H. Sayler | director, officer: CEO & PRESIDENT | −9,382 | $220.00 |
| Nov 25, 2025 | Christopher L. Tucker | officer: Sr. Vice President & CFO | −5,000 | $220.15 |
Peers
- Leonardo DRS
Naval electric propulsion and power systems for U.S. Navy priority programs.
- Curtiss-Wright
Naval propulsion and defense electronics for Virginia/Columbia-class submarines.
- TransDigm Group
Proprietary aftermarket-driven aerospace components with dominant margins.
- AMETEK
Precision instruments and measurement technology for A&D and industry.
- HEICO
FAA-PMA aerospace parts and mission-critical defense electronics sub-systems.
- Keysight Technologies
RF/microwave test, measurement, and simulation for communications and defense.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ESCO Technologies | $276.96 | +0.06% | $7.18B | 22.8 | 31.0 | 5.6 | +14.4% |
| Leonardo DRS | $38.60 | +0.08% | $10.29B | 32.1 | 29.0 | 2.7 | +10.1% |
| Curtiss-Wright | $596.37 | −0.07% | $22.03B | 41.0 | 36.9 | 6.0 | +5.4% |
| TransDigm Group | $1,185.97 | +0.05% | $66.34B | 36.0 | 25.4 | 6.6 | +22.6% |
| AMETEK | $236.99 | +0.31% | $54.15B | 34.5 | 27.1 | 6.9 | +15.0% |
| HEICO | $336.53 | −0.01% | $46.89B | 56.1 | 50.6 | 9.1 | +23.1% |
| Keysight Technologies | $319.97 | +0.09% | $54.68B | 44.1 | 24.0 | 8.3 | +36.5% |
| Median | 38.5 | 28.0 | 6.8 | +18.8% |