ESCO TECHNOLOGIES INC
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See all $ESE insider activity →ESCO Technologies (ESE) reported Q3 2026 consolidated sales of $339M (+14% YoY) and adjusted EPS of $2.20 (+38%). Book-to-bill was 1.21 and backlog $1.54B. Full-year 2026 guidance: sales $1.30B-$1.33B and adjusted EPS $8.30-$8.40. Management discussed pending Megger acquisition and debt cost near 6%.
After the July jobs report showed 23,000 fewer jobs than expected (vs. ~80,000 forecast), the unemployment rate stayed at 4.1% (U.S. Bureau of Labor Statistics). Investors increased expectations for a Fed rate cut. Shares of Quanex (NX), Titan International (TWI), Boise Cascade (BCC) and ChargePoint (CHPT) rose, while ESCO (ESE) fell 6.5%.
ESCO (NYSE:ESE) reported Q2 CY2026 revenue of $339 million, up 14.4% year on year, but below analysts’ estimates. Full-year revenue guidance was $1.32 billion at the midpoint, near consensus. Non-GAAP adjusted EPS was $2.20, 3.9% above consensus. The stock fell 1.1% to $324.21 after the report.
Recent ESE coverage spans financial news, earnings and macro economy.
Guidance upside plus record backlog supports a constructive near-term earnings and orderbook read-through, while NRG renewables softness is a key offset.
The selloff is portrayed as sentiment-driven, with no new ESE-specific event in this article.
Mixed quarter for ESCO: revenue miss offsets EPS beat, with full-year revenue guidance near consensus and EPS guidance topping expectations.
Guidance raise plus record backlog and higher EPS growth suggest improving demand visibility and margin trajectory into FY2026.
The disclosed valuation and path to a full takeover are direct valuation drivers for ESE.
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ESCO Technologies (ESE) reported Q3 2026 consolidated sales of $339M (+14% YoY) and adjusted EPS of $2.20 (+38%). Book-to-bill was 1.21 and backlog $1.54B. Full-year 2026 guidance: sales $1.30B-$1.33B and adjusted EPS $8.30-$8.40. Management discussed pending Megger acquisition and debt cost near 6%.
6 min readAfter the July jobs report showed 23,000 fewer jobs than expected (vs. ~80,000 forecast), the unemployment rate stayed at 4.1% (U.S. Bureau of Labor Statistics). Investors increased expectations for a Fed rate cut. Shares of Quanex (NX), Titan International (TWI), Boise Cascade (BCC) and ChargePoint (CHPT) rose, while ESCO (ESE) fell 6.5%.
7 min readESCO (NYSE:ESE) reported Q2 CY2026 revenue of $339 million, up 14.4% year on year, but below analysts’ estimates. Full-year revenue guidance was $1.32 billion at the midpoint, near consensus. Non-GAAP adjusted EPS was $2.20, 3.9% above consensus. The stock fell 1.1% to $324.21 after the report.
4 min readESCO TECHNOLOGIES INC (ESE) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 NEWS FROM For more information contact: Kate Lowrey - VP of Investor Relations (314) 213-7277 / klowrey@escotechnologies.com ESCO REPORTS THIRD QUARTER FISCAL 2026 RESULTS - Q3 Sales increase 14% to $339 Million - - Q3 GAAP EPS from Continuing Operations increases 31
4 min readNorth American stock futures rose, with Nasdaq-100-linked contracts up over 1%, as investors looked past recent AI-related concerns ahead of Samsung Electronics’ preliminary Q2 earnings. The week’s focus includes Fed minutes, ISM services data, and ISM/Jobs releases. Oil slipped after OPEC+ agreed to raise output; Brent and WTI edged lower; gold rose on weaker jobs data.
10 min readOne Capital Management LLC increased its ESCO Technologies (NYSE:ESE) stake by 40.8% in Q4 to 7,456 shares, adding 2,160; the holding was valued at $1.457M, according to HoldingsChannel.com. ESCO reported Q2 EPS of $1.91 (vs. $1.90) on revenue of $309.34M (vs. $307.88M). The company guided Q3 2026 EPS to 2.050–2.150 and FY 2026 to 8.000–8.250.
4 min readThe article provides information about the number of shareholders of ESCO Technologies Inc. (GETTEX:ET7). It shows various financial details and market data for the company. The content also lists legal disclaimers and copyrights from data providers like ICE Data Services, FactSet, American Bankers Association, and Quartr.
2 min readESCO Technologies (NYSE:ESE) reported strong Q2 2026 earnings, beating analyst estimates with an EPS of $1.91 and revenue of $309.3 million. The company showcased significant year-over-year growth in revenue (33.5%) and adjusted EPS (63%), leading to increased full-year and Q3 guidance. Despite some weakness in its Utility Solutions segment due to renewable energy softness, management expressed confidence based on strong order growth and a record backlog.
3 min readCalamos Advisors LLC reduced its stake in ESCO Technologies Inc. (NYSE:ESE) by 55.8%, selling 3,484 shares and now owning 2,758 shares valued at $539,000. Despite this sale, several other institutional investors increased their holdings in ESCO Technologies. The company's stock currently has an average "Buy" rating from analysts with an average target price of $300.00, and it recently reported strong quarterly earnings, surpassing analyst estimates.
3 min readShort interest in ESCO Technologies Inc. (NYSE:ESE) increased by 18.9% to 368,530 shares as of March 31, representing 1.4% of the float and a 1.1 days-to-cover ratio. This rise follows a strong earnings report where the company surpassed EPS and revenue expectations, and provided optimistic Q2 and FY 2026 guidance. Analysts currently rate the stock as a "Buy" with a consensus target price of $300.00.
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