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ESE

Esco Technologies·NYSE
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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
Revenue

Revenue & Expenses

ESE has released its 2025 Q4 earnings report, with revenue of 3.46B, reflecting a YoY change of 224.83%, and net profit of 102.35M, showing a YoY change of 249.72%. The Sankey diagram below clearly presents ESE's revenue sources and cost distribution.

Key Indicators

Esco Technologies (ESE) key financial stats and ratios, covering profitability, financial health, and leverage.
Esco Technologies (ESE)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Esco Technologies (ESE)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Esco Technologies (ESE)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does Esco Technologies (ESE) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Esco Technologies (ESE) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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