ESCO Technologies (NYSE:ESE) Releases FY 2026 Earnings Guidance

ESCO Technologies (NYSE:ESE) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 8.300-8.400 for the period, compared to the consensus earnings per share estimate of 8.190. The company issued revenue guidance of $1.3 billion-$1.3 billion, compared to the consensus revenue estimate of $1.3 billion. ESCO Technologies also updated its Q4 2026 guidance to 2.550-2.650 EPS.

Wall Street Analyst Weigh In

Several brokerages have commented on ESE. Wall Street Zen lowered shares of ESCO Technologies from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $400.00 price target on shares of ESCO Technologies in a report on Friday, April 17th. Weiss Ratings upgraded shares of ESCO Technologies from a “buy (a-)” rating to a “buy (a)” rating in a research report on Tuesday, July 21st. Finally, JPMorgan Chase & Co. initiated coverage on shares of ESCO Technologies in a research note on Monday, June 15th. They set an “overweight” rating and a $420.00 price objective on the stock. Two research analysts have rated the stock with a Strong Buy rating, two have given a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price of $410.00.

ESCO Technologies Price Performance

ESE stock traded down $0.25 on Thursday, hitting $327.38. 166,599 shares of the company’s stock traded hands, compared to its average volume of 177,046. The stock has a market cap of $8.48 billion, a price-to-earnings ratio of 43.86, a P/E/G ratio of 2.01 and a beta of 1.10. ESCO Technologies has a 1-year low of $174.92 and a 1-year high of $362.15. The company has a current ratio of 1.45, a quick ratio of 0.98 and a debt-to-equity ratio of 0.08. The stock has a fifty day moving average of $323.89 and a 200-day moving average of $295.95.

ESCO Technologies (NYSE:ESE) last announced its quarterly earnings data on Thursday, August 6th. The scientific and technical instruments company reported $2.20 EPS for the quarter, beating analysts’ consensus estimates of $2.12 by $0.08. ESCO Technologies had a return on equity of 12.88% and a net margin of 24.69%.The company had revenue of $339.03 million during the quarter, compared to the consensus estimate of $341.40 million. During the same quarter in the prior year, the firm earned $1.60 EPS. The company’s quarterly revenue was up 14.4% compared to the same quarter last year. ESCO Technologies has set its FY 2026 guidance at 8.300-8.400 EPS and its Q4 2026 guidance at 2.550-2.650 EPS. On average, analysts forecast that ESCO Technologies will post 8.2 EPS for the current fiscal year.

Institutional Trading of ESCO Technologies

Hedge funds and other institutional investors have recently modified their holdings of the company. Quarry LP grew its position in ESCO Technologies by 842.9% in the fourth quarter. Quarry LP now owns 132 shares of the scientific and technical instruments company’s stock worth $26,000 after acquiring an additional 118 shares in the last quarter. Aster Capital Management DIFC Ltd bought a new stake in ESCO Technologies in the fourth quarter worth $39,000. Osterweis Capital Management Inc. bought a new position in ESCO Technologies during the second quarter valued at about $39,000. Caitong International Asset Management Co. Ltd lifted its position in shares of ESCO Technologies by 23,300.0% in the third quarter. Caitong International Asset Management Co. Ltd now owns 234 shares of the scientific and technical instruments company’s stock worth $49,000 after buying an additional 233 shares during the last quarter. Finally, Kemnay Advisory Services Inc. acquired a new stake in shares of ESCO Technologies in the fourth quarter worth about $51,000. 95.70% of the stock is currently owned by hedge funds and other institutional investors.

ESCO Technologies Company Profile

ESCO Technologies Inc is a diversified manufacturer of engineered products and systems designed to meet customers’ critical performance requirements in the test, measurement, control, and filtration of data, fluids, and gases. The company serves a wide range of end markets, including commercial aerospace, defense, industrial, medical, and communication network sectors. ESCO’s solutions are tailored to environments where reliability, precision and regulatory compliance are paramount.

Operating through multiple business segments, ESCO Technologies delivers test and measurement instruments such as RF and microwave components, signal distribution systems, and integrated test enclosures that support defense and aerospace programs.