Esco Technologies Forecasts FY25 EPS, Revenue Below Consensus

Esco Technologies has reported FY25 adjusted EPS of $5.75-$5.90, below the consensus estimate of $6.03. The company also expects FY25 revenue of $1.075B-$1.105B, lower than the consensus estimate of $1.2B.

Esco Technologies Inc. (NYSE: ESE) has reported its fiscal year 2025 (FY25) adjusted earnings per share (EPS) of $5.75 to $5.90, which is slightly below the consensus estimate of $6.03. The company also expects FY25 revenue to be in the range of $1.075 billion to $1.105 billion, lower than the consensus estimate of $1.2 billion.

The company's adjusted EPS for FY25 represents a significant improvement over the prior year, reflecting strong performance across its business segments. The Aerospace & Defense (A&D) and Utility Solutions Group (USG) segments drove growth, with the A&D segment seeing a 56% increase in sales to $136.3 million and the USG segment increasing sales by 2% to $92.4 million.

Esco Technologies also reported a substantial increase in orders, with total orders for the third quarter ending June 30, 2025, reaching $749 million, a 194% increase compared to the prior year. This strong order book, along with a record backlog of $1.17 billion, positions the company well for future growth.

Despite the positive financial performance, the company's revenue guidance for FY25 was revised downward, reflecting the impact of the maritime acquisition and the divestiture of VACCO Industries. The company expects organic revenue from continuing operations to be in the range of $985 million to $1,005 million, a 7% to 9% increase over the prior year.

Looking ahead, Esco Technologies continues to maintain a strong market presence and expects to deliver above-market growth. The company's focus on integrating its newly acquired maritime solutions and exiting the space business has positioned it well for long-term growth. The company's ability to exceed expectations and maintain robust financial metrics positions it well for future success.

References:
[1] https://www.ainvest.com/news/esco-technologies-ese-2025q3-earnings-preview-upside-increased-revenue-forecast-2508/
[2] https://www.nasdaq.com/press-release/esco-reports-third-quarter-fiscal-2025-results-2025-08-07