ESCO Technologies (NYSE:ESE) Issues Q2 2026 Earnings Guidance

Key Points

• ESCO issued mixed Q2 2026 guidance: EPS $1.91 (vs. consensus $1.77) but revenue guidance of $309.0M (below the $315.8M consensus).
• Shares fell about 3.5% to $307.05 on the update, with a market cap near $7.95B and a trailing P/E of ~26.
• Analysts still rate the stock a consensus Buy (average target $275), though Deutsche Bank initiated coverage with a $350 target; the company recently beat Q1 estimates (EPS $1.64 vs. $1.32).

ESCO Technologies (NYSE:ESE - Get Free Report) issued an update on its second quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 1.910-1.910 for the period, compared to the consensus estimate of 1.770. The company issued revenue guidance of $309.0 million-$309.0 million, compared to the consensus revenue estimate of $315.8 million.

Analyst Ratings Changes

Several brokerages have commented on ESE. Wall Street Zen lowered ESCO Technologies from a "strong-buy" rating to a "buy" rating in a research report on Sunday, February 15th. Weiss Ratings downgraded ESCO Technologies from a "buy (a-)" rating to a "buy (b)" rating in a research note on Tuesday, February 10th. Zacks Research raised ESCO Technologies to a "hold" rating in a research note on Tuesday, December 16th. Finally, Deutsche Bank Aktiengesellschaft started coverage on shares of ESCO Technologies in a research report on Wednesday, March 25th. They issued a "buy" rating and a $350.00 price target on the stock. One analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and one has given a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of "Buy" and a consensus price target of $275.00.

ESCO Technologies Trading Down 3.5%

Shares of ESCO Technologies stock traded down $11.19 during trading hours on Wednesday, hitting $307.05. The company's stock had a trading volume of 284,209 shares, compared to its average volume of 253,445. The company has a quick ratio of 0.89, a current ratio of 1.33 and a debt-to-equity ratio of 0.08. The company has a market capitalization of $7.95 billion, a PE ratio of 26.13, a P/E/G ratio of 1.97 and a beta of 1.14. The business has a fifty day moving average of $277.44 and a 200 day moving average of $235.30. ESCO Technologies has a 1-year low of $145.09 and a 1-year high of $318.51.

ESCO Technologies (NYSE:ESE - Get Free Report) last issued its quarterly earnings data on Thursday, February 5th. The scientific and technical instruments company reported $1.64 EPS for the quarter, topping analysts' consensus estimates of $1.32 by $0.32. ESCO Technologies had a net margin of 25.28% and a return on equity of 12.55%. The firm had revenue of $289.66 million for the quarter, compared to analyst estimates of $289.30 million. The firm's revenue was up 17.3% compared to the same quarter last year. During the same quarter in the previous year, the business posted $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 analysts forecast that ESCO Technologies will post 5.65 EPS for the current year.

ESCO Technologies Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, April 17th. Shareholders of record on Thursday, April 2nd will be paid a dividend of $0.08 per share. The ex-dividend date is Thursday, April 2nd. This represents a $0.32 annualized dividend and a yield of 0.1%. ESCO Technologies's payout ratio is presently 2.72%.

Institutional Trading of ESCO Technologies

Large investors have recently added to or reduced their stakes in the business. Invesco Ltd. lifted its position in shares of ESCO Technologies by 17.8% during the 4th quarter. Invesco Ltd. now owns 1,050,093 shares of the scientific and technical instruments company's stock valued at $205,178,000 after acquiring an additional 158,949 shares during the last quarter. Alliancebernstein L.P. grew its holdings in shares of ESCO Technologies by 1,204.3% in the 3rd quarter. Alliancebernstein L.P. now owns 432,050 shares of the scientific and technical instruments company's stock worth $91,210,000 after acquiring an additional 398,926 shares during the last quarter. Wellington Management Group LLP raised its position in shares of ESCO Technologies by 15.0% during the fourth quarter. Wellington Management Group LLP now owns 424,758 shares of the scientific and technical instruments company's stock worth $82,993,000 after purchasing an additional 55,540 shares during the period. Millennium Management LLC raised its position in shares of ESCO Technologies by 110.9% during the third quarter. Millennium Management LLC now owns 186,455 shares of the scientific and technical instruments company's stock worth $39,363,000 after purchasing an additional 98,042 shares during the period. Finally, Ameriprise Financial Inc. lifted its holdings in shares of ESCO Technologies by 4.5% during the second quarter. Ameriprise Financial Inc. now owns 176,805 shares of the scientific and technical instruments company's stock valued at $33,924,000 after purchasing an additional 7,648 shares during the last quarter. 95.70% of the stock is currently owned by institutional investors and hedge funds.

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.

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