ESCO Technologies Inc.
Strong FundamentalsStrong FundamentalsRevenue growing 17% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (20 mentions/wk)$252.16-2.1%YTD+32.1%1Y+21.2%
Price updated 12m ago·X counts updated 4d ago
On X
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.
20X posts · last 7 days
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.
What it does
Plain-English summary of the business — what they sell and how they make money.
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
No material change from last week — AI data-center optical interconnect demand sustains order momentum.
What this means for $ESE
Neutral — Industrial manufacturer of utility smart meters, aerospace filtration systems, and RF shielding enclosures.
Top industry ETF
$SOXXiShares Semiconductor ETF
+83.9%YTD
+86.2%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 $2.60
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
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.0.8×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.38%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.-7.0%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.-9.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatLow float · 24.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% 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.β1.055-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.
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-KAcquisition completedOct 28-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.01: Acquisition completed · Item 2.03: Material debt obligation · Item 5.02: Officer or director change
8-KPress release / Reg FDAug 68-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary
8-KAgreement terminatedJun 38-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
AI summary
8-KPress release / Reg FDMay 78-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 6 other (3 13Gs · 2 10-Qs · 1 SD) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
Are Business Services Stocks Lagging ESCO Technologies (ESE) This Year?ESCO Completes Acquisition of Megger Group LimitedIs ESCO Technologies (ESE) Stock Outpacing Its Business Services Peers This Year?Squarepoint Ops LLC Raises Stake in ESCO Technologies Inc. $ESEIs ESCO Technologies (ESE) Outperforming Other Business Services Stocks This Year?
In themes
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Voices on X · last 7 days
No standout posts about $ESE on X in the last 7 days.