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ESESE

ESCO Technologies Inc.

$ESE·$8.5B·Hardware, Equipment & Parts·Technology
$315.69-2.6%YTD+66.4%1Y+69.9%
Mentions · last 7 days
2026-07-20: 0 posts2026-07-21: 1 posts2026-07-22: 16 posts2026-07-23: 15 posts2026-07-24: 7 posts2026-07-25: 1 posts2026-07-26: 0 posts40+3%
Price updated 7m ago·X counts updated 2d ago
ESESE
$ESEESCO Technologies Inc.
$315.69-2.62%40 posts+3%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $ESE, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-28

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

ESCO Technologies up 66% YTD on defense and A&D electronics — quietly one of the mid-cap industrial compounders.

ESCO Technologies is a mid-cap industrial manufacturer with aerospace and defense electronics, utility solutions, and RF-shielding franchises. The stock is up 66% YTD as the defense-electronics tailwind flows through and the industrial-utility trajectory improved.

  • The financial trajectory is meaningfully strong: Q1 revenue grew 16.5% YoY to $309M with a 16% operating margin — this is what a well-run diversified industrial looks like when defense electronics, utility test equipment, and RF-shielding all compound simultaneously.
  • Valuation is defensible for the trajectory: at 27.6x trailing earnings and roughly 25x FY26 consensus EPS of $12.85, ESCO trades at a premium to typical mid-cap industrial peers — the multiple reflects the defense-industrial exposure plus the operating-margin expansion trajectory.
  • Position at 80% of 52-week range and beta of 1.09 means the stock has room but is priced for continued execution: the August 6 Q3 fiscal print has to deliver on the current expectations for the momentum to continue.
  • The insider signals are administrative: A-Awards to Robert Phillippy and Gloria Valdez on July 20 are equity-comp grants, not directional signals — this is a name where the operating trajectory and defense-cycle dynamics do all the work.

The August 6 Q3 fiscal print is the near-term catalyst — the FY26 revenue guide, defense-electronics backlog trajectory, and any commentary on utility-solution segment mix matter more than the EPS beat. What would break the setup: a Q3 defense-electronics revenue miss or a soft FY26 guide, since the +66% YTD move assumes the defense-cycle plus operating-leverage trajectory continues rather than plateauing here.

What to watch: The Aug 6 Q3 fiscal print — the FY26 revenue guide, defense-electronics backlog trajectory, and any commentary on utility-solution segment mix matter more than the EPS beat. What would break the setup: a Q3 defense-electronics revenue miss or a soft FY26 guide, since the +66% YTD move assumes the defense-cycle plus operating-leverage trajectory continues.

On the calendar: 2026-08-06 — Q3 fiscal-2026 earnings

sentiment missing

Read the AI verdict + X sentiment for $ESE

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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  • X crowd read with bullish/bearish call + post volume
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What it does

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

ESCO Technologies Inc. serves global industrial and commercial markets by offering specialized engineered products and sophisticated systems. The company operates through three primary business units: Aerospace & Defense, Utility Solutions Group, and RF Shielding and Test. The Aerospace & Defense division focuses on the creation and manufacturing of advanced filtration products, including hydraulic filter elements and fluid control devices for commercial aviation, unique filter mechanisms for satellite micro-propulsion, and bespoke filters for both crewed aircraft and submarines. This segment also develops and produces elastomeric-based solutions aimed at reducing the signature of U.S. naval vessels. Furthermore, it supplies essential, precision-machined components such as bushings, pins, sleeves, and other intricately crafted parts, which are critical for aircraft systems like landing gear, rotor heads, engine mounts, flight controls, and actuation systems within the aerospace and defense sectors. The Utility Solutions Group provides vital diagnostic testing capabilities, enabling operators of electric power grids to effectively assess the integrity of high-voltage power transmission equipment. Additionally, this group furnishes decision-making support tools specifically designed for the renewable energy industry, with a particular focus on wind and solar power generation. The RF Shielding and Test segment is dedicated to designing and manufacturing specialized facilities, such as RF test environments, secure communication sites, acoustic test chambers, RF and magnetically shielded rooms, and broadcasting and recording studios. Its product range encompasses RF absorptive materials and filters, active compensation systems, a variety of antennas and their associated masts, turntables, electric and magnetic probes, RF test cells, proprietary measurement software, and numerous other test accessories used for diverse testing applications. Complementing its product offerings, this segment delivers a comprehensive suite of services, including calibration for antennas and field probes, chamber certification, field surveys, customer training, and various product testing procedures. ESCO Technologies distributes its products and services through a multifaceted network comprising independent distributors, external sales representatives, dedicated direct sales teams, and its own internal sales personnel. The company was founded in 1990 and is headquartered in St. Louis, Missouri.

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

No material change from last week — structural AI data center buildout is intact but rotation from early YTD winners (SNDK +100%) compresses near-term premiums in the rack-to-server supply layer.

Top industry ETF

$SOXXiShares Semiconductor ETF
+70.8%YTD
+127.7%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
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%
Q2 2025Aug 7, 2025$1.60$2.13-24.9%
Next earningsThu, Aug 6·consensus EPS $2.12

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$1.3B – $1.5B$8.19$8.14 – $8.223
FY27$1.6B$1.5B – $1.6B$9.09$8.97 – $9.213
FY28$1.8B$1.5B – $2.2B$10.48$9.81 – $11.152

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.0.6×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.80%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.+1.7%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.+22.0%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 today0.6% 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.

+ 33 other (21 awards · 6 exempts · 6 returns) 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
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Recent news

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

ESCO Technologies Inc. $ESE Shares Sold by Allspring Global Investments Holdings LLCdefenseworld.net·4d agoESCO Technologies Announces Third Quarter 2026 Earnings Release and Conference Callglobenewswire.com·6d agoWill Esco Technologies (ESE) Beat Estimates Again in Its Next Earnings Report?zacks.com·13d agoESCO Technologies: Multiple Growth Drivers Make The Premium Worth Payingseekingalpha.com·39d agoESCO Technologies Inc (ESE) Stock Up 4.5% but GF Value Says Overvalued -- GF Score: 89/100gurufocus.com·43d 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 · last 7 days

No standout posts about $ESE on X in the last 7 days.

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