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

ESCO Technologies (NYSE:ESE) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 7.900-8.15 for the period, compared to the consensus EPS estimate of 7.690. 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 Q2 2026 guidance to 1.750-1.850 EPS.

Analysts Set New Price Targets

A number of analysts have weighed in on the company. CJS Securities upgraded ESCO Technologies to a “strong-buy” rating in a research report on Thursday, December 11th. Zacks Research upgraded shares of ESCO Technologies to a “hold” rating in a research note on Tuesday, December 16th. Wall Street Zen raised shares of ESCO Technologies from a “buy” rating to a “strong-buy” rating in a report on Saturday. Finally, Weiss Ratings raised shares of ESCO Technologies from a “buy (b+)” rating to a “buy (a-)” rating in a report on Tuesday, January 27th. Two investment analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of $187.50.

ESCO Technologies Price Performance

Shares of ESCO Technologies stock traded up $14.86 during midday trading on Friday, reaching $253.26. The company had a trading volume of 384,110 shares, compared to its average volume of 175,005. The company has a current ratio of 1.35, a quick ratio of 0.93 and a debt-to-equity ratio of 0.11. The stock has a fifty day simple moving average of $211.19 and a 200 day simple moving average of $208.38. ESCO Technologies has a 1-year low of $134.78 and a 1-year high of $262.07. The company has a market capitalization of $6.55 billion, a price-to-earnings ratio of 21.55 and a beta of 1.22.

ESCO Technologies (NYSE:ESE) last announced its quarterly earnings data on Thursday, February 5th. The scientific and technical instruments company reported $1.64 EPS for the quarter, beating analysts’ consensus estimates of $1.32 by $0.32. The firm had revenue of $289.66 million for the quarter, compared to analyst estimates of $289.30 million. ESCO Technologies had a return on equity of 12.96% and a net margin of 25.28%.The business’s quarterly revenue was up 17.3% compared to the same quarter last year. During the same period last year, the company earned $0.92 EPS. ESCO Technologies has set its Q2 2026 guidance at 1.750-1.850 EPS and its FY 2026 guidance at 7.900-8.15 EPS. As a group, equities research analysts forecast that ESCO Technologies will post 5.65 earnings per share for the current year.

ESCO Technologies Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, April 17th. Investors of record on Thursday, April 2nd will be given a $0.08 dividend. This represents a $0.32 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date is Thursday, April 2nd. ESCO Technologies’s dividend payout ratio (DPR) is presently 2.77%.

Insider Buying and Selling at ESCO Technologies

In other ESCO Technologies news, CEO Bryan H. Sayler sold 9,382 shares of the firm’s stock in a transaction that occurred on Tuesday, November 25th. The shares were sold at an average price of $220.00, for a total value of $2,064,040.00. Following the transaction, the chief executive officer directly owned 20,655 shares of the company’s stock, valued at approximately $4,544,100. This trade represents a 31.23% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Christopher L. Tucker sold 5,000 shares of the company’s stock in a transaction on Tuesday, November 25th. The shares were sold at an average price of $220.15, for a total transaction of $1,100,750.00. Following the sale, the chief financial officer owned 20,121 shares of the company’s stock, valued at $4,429,638.15. The trade was a 19.90% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 21,699 shares of company stock valued at $4,778,734. 0.70% of the stock is currently owned by company insiders.

ESCO Technologies News Summary

Here are the key news stories impacting ESCO Technologies this week:

• Positive Sentiment: Q1 results: Adjusted EPS of $1.64 topped the $1.32 consensus and revenue of $289.66M roughly matched estimates; sales rose ~35% year‑over‑year and GAAP/adjusted EPS showed double‑digit growth. This beat and strong margins support earnings momentum. Earnings Release / MarketBeat
• Positive Sentiment: Record orders: Q1 entered orders jumped ~143% to $557M, signaling multi‑quarter revenue visibility and backlog expansion that underpins the raised outlook. GlobeNewswire: Q1 Results
• Positive Sentiment: Raised guidance: ESE lifted Q2 EPS guidance to $1.75–$1.85 (vs. ~1.69 consensus) and FY26 EPS to $7.90–$8.15 (above Street). Management’s higher targets validate the quarter’s strength and improve forward estimates. TipRanks: Raises Outlook
• Neutral Sentiment: Conference call/transcripts provide color on bookings, margins and segment trends for investors doing due diligence; multiple transcripts and the slide deck are available for review. Yahoo Finance: Call Highlights Seeking Alpha Transcript
• Neutral Sentiment: Dividend: ESE declared a quarterly dividend of $0.08 (ex‑date Apr 2), which is a small yield (~0.1%) — modest for income investors and not a primary driver of the move.

Hedge Funds Weigh In On ESCO Technologies

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Osterweis Capital Management Inc. acquired a new position in ESCO Technologies in the 2nd quarter worth $39,000. Caitong International Asset Management Co. Ltd lifted its holdings 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 valued at $49,000 after purchasing an additional 233 shares in the last quarter. Danske Bank A S acquired a new position in shares of ESCO Technologies during the third quarter worth about $63,000. Smartleaf Asset Management LLC grew its holdings in shares of ESCO Technologies by 9.7% during the second quarter. Smartleaf Asset Management LLC now owns 677 shares of the scientific and technical instruments company’s stock worth $132,000 after buying an additional 60 shares in the last quarter. Finally, Quantbot Technologies LP acquired a new stake in ESCO Technologies in the 2nd quarter valued at approximately $200,000. Institutional investors own 95.70% of the company’s stock.

About ESCO Technologies

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.