ESE
Esco Technologies·NYSE
--
--(--)
--
--(--)
ESE fundamentals
Esco Technologies (ESE) released its earnings on Feb 5, 2026: revenue was 289.66M (YoY +17.26%), beat estimates; EPS was 1.64 (YoY +53.27%), beat estimates.
Revenue / YoY
289.66M
+17.26%
EPS / YoY
1.64
+53.27%
Report date
Feb 5, 2026
ESE Earnings Call Summary for Q1,2026
- Q1 Record Performance: $550M orders (+143%), 35% revenue growth, 73% EPS surge to $1.64.
- Segment Strengths:
- A&D: 14% organic growth, 500+ bps margin expansion. Navy contracts and aerospace build rates driving results.
- Test Business: 27% sales growth, 13.8% EBIT margin. RF test and medical shielding leading recovery.
- Guidance Hike: Full-year sales up $20M to $1.29-1.33B, EPS to $7.90-8.15 (+31-35% YoY). Test segment now +9-11% vs. prior 3-5%.
- Strategic Moves: M&A focus on Utility, A&D, and Navy segments. Near-term NRG weakness expected to normalize in H2 2026.
- Risk Points: Lumpy Navy orders, wireless segment underperformance, and OEM build rate conservatism.
EPS
Actual | 0.68 | 0.76 | 0.9 | 0.55 | 0.59 | 0.67 | 0.85 | 0.46 | 0.65 | 0.89 | 1.21 | 0.6 | 0.76 | 1.09 | 1.25 | 0.62 | 0.94 | 1.16 | 1.46 | 1.07 | 1.35 | 1.57 | 2.32 | 1.64 | |||||||||||
Forecast | 0.5667 | 0.485 | 0.7567 | 0.4467 | 0.55 | 0.82 | 0.7767 | 0.5233 | 0.54 | 0.8733 | 1.1633 | 0.4967 | 0.7133 | 0.9967 | 1.22 | 0.6533 | 0.8667 | 1.2033 | 1.435 | 0.7275 | 1.2525 | 1.6467 | 2.135 | 1.32 | |||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +19.99% | +56.70% | +18.94% | +23.13% | +7.27% | -18.29% | +9.44% | -12.10% | +20.37% | +1.91% | +4.01% | +20.80% | +6.55% | +9.36% | +2.46% | -5.10% | +8.46% | -3.60% | +1.74% | +47.08% | +7.78% | -4.66% | +8.67% | +24.24% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 180.49M | 172.66M | 208.03M | 162.95M | 166.64M | 181.39M | 205.48M | 177.01M | 204.93M | 219.07M | 256.50M | 205.50M | 229.14M | 248.75M | 272.65M | 218.31M | 249.13M | 260.78M | 298.53M | 247.03M | 265.52M | 296.34M | 352.67M | 289.66M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 180.52M | 172.50M | 188.71M | 164.95M | 169.83M | 192.31M | 201.18M | 180.17M | 189.67M | 215.16M | 234.28M | 195.45M | 218.50M | 238.73M | 267.32M | 221.44M | 241.15M | 269.26M | 297.31M | 232.39M | 264.96M | 318.61M | 339.07M | 279.52M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -0.01% | +0.10% | +10.24% | -1.21% | -1.88% | -5.68% | +2.14% | -1.75% | +8.04% | +1.82% | +9.49% | +5.14% | +4.87% | +4.20% | +1.99% | -1.41% | +3.31% | -3.15% | +0.41% | +6.30% | +0.21% | -6.99% | +4.01% | +3.63% |
Earnings Call
You can ask Aime
What is the revenue and EPS growth rate for Esco Technologies year over year?What is the market's earnings forecast for Esco Technologies next quarter?What is Esco Technologies's latest dividend and current dividend yield?What guidance did Esco Technologies's management provide for the next earnings period?What were the key takeaways from Esco Technologies’s earnings call?What does Esco Technologies do and what are its main business segments?What factors drove the changes in Esco Technologies's revenue and profit?What were the key takeaways from Esco Technologies's earnings call?
ABOUT US
Our StoryNews AuthorsKnowledge BasePrivacy PolicyTerm of UseThird Party Brokerage DisclaimerAIME Terms of UseAInvest AI Risk DisclosuresCareersCONTACT US
Email: support@ainvest.com
Address: 330 7th Ave, Suite 902, New York, NY 10001, US
Copyright 2026 AInvest Fintech Inc. All rights reserved.
