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ESESOA

Energy Services of America Corporation

$ESOA·$194M·Engineering & Construction·Industrials
$10.19-0.9%YTD+24.7%1Y+2.4%
Price updated 12h ago·X counts updated 3d ago
ESESOA
$ESOAEnergy Services of America Corporation
$10.19-0.88%4 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ESOA 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.

4X posts · last 7 days
Sep 28Oct 11

AI verdictAI analysisGenerated by AI from underlying data

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

Proven numbersAcceleratingAI verdict · as of 2026-10-02

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

Pipeline-construction contractor with Q3 revenue +25% YoY, 3.6% operating margin, +34% YTD and the pending FAMCO acquisition.

Energy Services of America provides pipeline construction and energy services to utility and oil/gas customers across the US, so revenue scales with pipeline-replacement contract flow and the natural-gas infrastructure cycle.

  • Q3 FY26 revenue $130.0M, +25.5% YoY with 3.6% operating margin; four consecutive quarters of 13.4-25.5% revenue growth, operating margin 1.1-5.8%
  • TTM: 21x earnings, 0.51x sales, 15% ROE, 12% gross margin, 3.9% operating margin, FCF yield 6.4%, debt-to-equity 0.58
  • FY26 (ending Sep) estimate: $474M revenue, $0.59 EPS; FY27 $503M, $0.83 EPS — modeling continued double-digit growth and EPS +41%
  • YTD +34%, trailing-12m +5.7% at $10.96 against a $207M market cap
  • Agreement to acquire FAMCO, Inc.; declared $0.04 quarterly dividend; Oct 1 material-event disclosure (details pending)

The operating line is doing what energy-infrastructure contractors should (20%+ revenue growth across quarters, operating margin recovering, FAMCO acquisition visible). The FY27 EPS growth modeled at 41% is the swing factor.

What to watch: Nov 23 Q4 FY26 earnings and FAMCO close — whether revenue growth sustains above 20% and whether FAMCO integration contributes to the FY27 revenue line.

On the calendar: 2026-11-23 Q4 FY26 earnings

Read the AI verdict on $ESOA

  • 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.

Pipeline construction and repair contractor building US interstate and intrastate natural gas and oil infrastructure.

Industry overviewAI analysisGenerated by AI from underlying data

Where Engineering & Construction sits in its cycle right now — and what that implies for $ESOA.

Engineering & Construction · Industrials

No material change from last week — record order books driven by data-center electrical infrastructure, IIJA grid modernisation, and LNG construction.

What this means for $ESOA

Neutral — Pipeline construction and repair contractor building US interstate and intrastate natural gas and oil infrastructure.

Industry benchmark

21-name peer basket
+8.7%YTD
+7.6%1Y

Fundamentals & catalyst

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

Key ratios

P/E
21.3How 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
9.2%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
3.9%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
6.4%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
0.5Same 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
14.6%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
11.8%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
0.6Total 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 10, 2026$0.18$0.17+5.9%
Q1 2026May 11, 2026$0.01$-0.16+106.3%
Q4 2025Feb 9, 2026$0.16$0.09+77.8%
Q3 2025Dec 15, 2025$0.25$0.38-34.2%
Next earningsMon, Nov 23·consensus EPS $0.21

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$130.0M+25.5%11.0%3.6%$0.18$5.2M
Q2 FY26$93.2M+21.5%11.0%1.1%$0.01$-62K
Q1 FY26$114.1M+13.4%12.3%4.3%$0.16$16.8M
Q4 FY25$130.1M+24.3%12.6%5.8%$0.25$-6.5M

Forward consensus

3-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$474.0M$472.1M – $475.2M$0.57$0.56 – $0.573
FY27$505.6M$478.8M – $520.0M$0.84$0.70 – $0.943
FY28$538.5M$507.8M – $569.1M$1.15$1.10 – $1.202

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.0.9×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.19%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.-13.8%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.-25.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 14.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% 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.β1.295-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

BuyJun 18Douglas V ReynoldsPresident6.0K sh$98KSellJun 1Marshall T ReynoldsDirector35.1K sh$525KSellMay 29Marshall T ReynoldsDirector64.9K sh$1.0MSellMay 28Marshall T ReynoldsDirector43.2K sh$706KSellMay 27Mark PrinceDirector33.0K sh$587KSellMay 27Marshall T ReynoldsDirector56.8K sh$976K
+ 1 other (1 inkind) in window

See when $ESOA 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

3New insider — initial holdingsMay 263
8-KOfficer or director changeMay 218-K — Item 5.02: Officer or director change
+ 12 other (6 routine 8-Ks · 2 earnings 8-Ks · 2 10-Qs · 1 11-K) in window

Recent news

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

ENERGY SERVICES OF AMERICA ANNOUNCES AGREEMENT TO ACQUIRE FAMCO, INC.prnewswire.com·13d agoEnergy Services of America Co. (NASDAQ:ESOA) Stock to Pay Quarterly Dividend of $0.04defenseworld.net·16d agoEMCOR Group (NYSE:EME) and Energy Services of America (NASDAQ:ESOA) Financial Analysisdefenseworld.net·19d agoConstruction Partners (NASDAQ:ROAD) and Energy Services of America (NASDAQ:ESOA) Financial Analysisdefenseworld.net·27d agoBlackRock Inc. Buys Shares of 836,211 Energy Services of America Co. $ESOAdefenseworld.net·40d ago

In themes

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

The Power Grid

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Voices on X · last 7 days

No standout posts about $ESOA on X in the 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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