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ESESE

ESCO Technologies Inc.

$ESE·$7.1B·Hardware, Equipment & Parts·Technology
$270.30+1.1%YTD+37.1%1Y+30.1%
Price updated 3m ago·X counts updated 23h ago
ESESE
$ESEESCO Technologies Inc.
$270.30+1.14%11 posts
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $ESE on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

11X posts · last 7 days
Aug 28Sep 10

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ESE — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-10

The move is getting stronger, with heavier trading behind it.

ESCO Technologies +39% YTD but -18.5% in 4 weeks — Q3 fiscal EPS beat 3.7%, American Capital $22.86M new position Aug 27.

Test & measurement/engineered products name with recent pullback creating dip-buy setup. Q3 fiscal (Jun 30) EPS $2.20 vs $2.12 est (+3.8% beat), Q1 revenue $309M (+16.5% YoY) — real growth acceleration.

  • Fundamentals: 27.6x TTM PE, 6.8x sales, 7.74% ROIC, 2.5% FCF yield, 29.6x EV/EBITDA, 15.6% op margin, 41.9% gross margin, 0.13 D/E — quality T&M-industrials multiples.
  • Structural: 46% of 52-week range, essentially at 200D MA (-2.4%), +39% YTD, +34.9% t12m — extended tape after recent pullback.
  • Sep 3 Zacks piece: 'Down 18.5% in 4 Weeks, Here's Why You Should Buy the Dip in Esco Technologies' — sell-side dip-buy framing.
  • Sep 3 note: 'Is ESCO Outperforming Other Business Services Stocks?' — cohort validation.
  • Institutional flow: American Capital Management new $22.86M investment (Aug 27), Deutsche Bank new position (Aug 24), Bank of America sold 46K shares (Aug 12) — net buying.
  • Insider tape: quiet.
  • No X sentiment sample.

Accelerating: real Q3 fiscal beat + institutional accumulation + dip-buy technical setup. Nov 19 Q4 fiscal print is the confirmation.

What to watch: Nov 19 Q4 fiscal print — needs to sustain 16.5% revenue growth trajectory; commentary on Test business + Filtration segment; any 8-K on M&A; whether American Capital + Deutsche Bank positions expand; test & measurement peer prints.

On the calendar: Q4 fiscal 2026 earnings on 2026-11-19

Read the AI verdict on $ESE

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Industrial manufacturer of utility smart meters, aerospace filtration systems, and RF shielding enclosures.

Industry overviewAI analysisGenerated by AI from underlying data

Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $ESE.

Hardware, Equipment & Parts · Technology

AI-server hardware refresh and defence-electronics investment drive hardware orders; optical interconnect demand surges as AI data-centre bandwidth requirements scale. Test-and-measurement upgrades follow each new silicon node, sustaining capital equipment revenue.

What this means for $ESE

Partial — ESCO Technologies utility/industrial equipment; grid and defence hardware growing, AI-data-centre limited.

Top industry ETF

$SOXXiShares Semiconductor ETF
+71.2%YTD
+104.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
27.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
15.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
20.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
41.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$2.20$2.12+3.8%
Q1 2026May 7, 2026$1.91$1.90+0.5%
Q4 2025Feb 5, 2026$1.64$1.32+24.2%
Q3 2025Nov 20, 2025$2.32$2.13+8.9%
Next earningsThu, Nov 19·consensus EPS $2.58

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$309.3M+16.5%42.4%15.5%$1.34$-811K
Q1 FY26$289.7M+35.0%41.4%13.3%$1.11$60.8M
Q4 FY25$352.7M+18.1%42.4%18.6%$8.43$95.0M
Q3 FY25$296.3M+26.9%41.2%14.6%$1.01$57.3M

Forward consensus

3-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.3B$1.2B – $1.3B$8.36$8.35 – $8.373
FY27$1.6B$1.5B – $1.6B$9.23$9.07 – $9.403
FY28$1.7B$1.5B – $2.2B$10.62$9.90 – $11.123

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.44%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-12.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-3.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 25.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.095-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 16 other (14 awards · 1 exempt · 1 return) in window

See when $ESE insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDAug 68-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

ESCO Technologies Inc. reported fiscal third quarter 2026 financial and operating results on August 6, 2026, accompanied by a webcast conference call at 4:00 p.m. CT and a slide presentation posted to its IR website. The filing furnishes the press release as Exhibit 99.1; no headline figures appear in the excerpt. Routine quarterly results and investor call disclosure for the industrial technology and utility solutions company serving utilities, defense, and industrial markets.

8-KAgreement terminatedJun 38-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
AI summary

ESCO Technologies Inc. (ESE) entered a new Credit Agreement on May 29, 2026 with JPMorgan Chase Bank as administrative agent and a bank syndicate including Bank of America, BMO, and Wells Fargo, to finance the ~$922 million cash portion of its ~$2.35 billion acquisition of Megger Group Limited from TBG AG (announced April 2026, total consideration $922M cash + 5.10M ESE shares). The new facility replaces an August 2023 credit agreement and becomes effective upon acquisition closing. Items 1.02 and 2.03 cover the termination of the prior credit agreement and creation of new obligations, respectively. This is a major acquisition financing; the $2.35B deal for Megger (electrical test and measurement equipment) represents a transformative expansion for ESCO's utility solutions business.

8-KPress release / Reg FDMay 78-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KMaterial agreementApr 168-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale
8-KPress release / Reg FDApr 158-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 9 other (4 13Gs · 2 10-Qs · 1 SD · 1 UPLOAD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Is ESCO Technologies (ESE) Outperforming Other Business Services Stocks This Year?zacks.com·8d agoDown 18.5% in 4 Weeks, Here's Why You Should You Buy the Dip in Esco Technologies (ESE)zacks.com·8d agoAmerican Capital Management Inc. Makes New $22.86 Million Investment in ESCO Technologies Inc. $ESEdefenseworld.net·16d agoDeutsche Bank AG Buys New Position in ESCO Technologies Inc. $ESEdefenseworld.net·19d agoBank of America Corp DE Sells 46,288 Shares of ESCO Technologies Inc. $ESEdefenseworld.net·31d ago

In themes

Explore the broader themes this ticker is being talked about under.

Defense & DronesThe Power Grid

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Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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