ESCO Technologies (NYSE:ESE) Updates FY 2026 Earnings Guidance

Key Points

• FY 2026 EPS guidance 8.00–8.25 (consensus 8.14) and revenue guidance of $1.3 billion (in line with consensus); Q3 2026 EPS guidance set at 2.05–2.15.
• ESCO reported $1.91 EPS for the most recent quarter (vs. $1.84 expected) on $309.34 million revenue, with a strong 25.28% net margin and 12.55% ROE.
• The stock dipped $4.02 to $331.57 on the update despite 95.7% institutional ownership, while analysts collectively rate the name a consensus "Buy" with an average target of $300 (Deutsche Bank reiterated a $400 target).

ESCO Technologies (NYSE:ESE - Get Free Report) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 8.000-8.250 for the period, compared to the consensus earnings per share estimate of 8.140. The company issued revenue guidance of $1.3 billion-$1.3 billion, compared to the consensus revenue estimate of $1.3 billion. ESCO Technologies also updated its Q3 2026 guidance to 2.050-2.150 EPS.

ESCO Technologies Stock Performance

ESCO Technologies stock traded down $4.02 during trading hours on Thursday, reaching $331.57. 298,538 shares of the company were exchanged, compared to its average volume of 271,320. The firm has a market cap of $8.59 billion, a price-to-earnings ratio of 28.22, a PEG ratio of 2.12 and a beta of 1.18. The company has a current ratio of 1.33, a quick ratio of 0.89 and a debt-to-equity ratio of 0.08. The stock has a 50-day moving average of $291.93 and a 200 day moving average of $245.88. ESCO Technologies has a 12 month low of $170.11 and a 12 month high of $346.20.

ESCO Technologies (NYSE:ESE - Get Free Report) last announced its earnings results on Thursday, May 7th. The scientific and technical instruments company reported $1.91 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.84 by $0.07. The firm had revenue of $309.34 million during the quarter, compared to analysts' expectations of $307.88 million. ESCO Technologies had a return on equity of 12.55% and a net margin of 25.28%.ESCO Technologies has set its Q3 2026 guidance at 2.050-2.150 EPS and its FY 2026 guidance at 8.000-8.250 EPS. As a group, research analysts anticipate that ESCO Technologies will post 8.1 earnings per share for the current year.

Analyst Ratings Changes

Several brokerages have recently issued reports on ESE. Wall Street Zen downgraded shares of ESCO Technologies from a "strong-buy" rating to a "buy" rating in a research note on Sunday, February 15th. Weiss Ratings lowered shares of ESCO Technologies from a "buy (a-)" rating to a "buy (b)" rating in a research report on Tuesday, February 10th. Finally, Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and issued a $400.00 target price on shares of ESCO Technologies in a research note on Friday, April 17th. One investment analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of "Buy" and an average target price of $300.00.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of the stock. First Citizens Bank & Trust Co. raised its stake in ESCO Technologies by 1.3% during the fourth quarter. First Citizens Bank & Trust Co. now owns 3,397 shares of the scientific and technical instruments company's stock worth $664,000 after acquiring an additional 42 shares in the last quarter. Smartleaf Asset Management LLC raised its stake in ESCO Technologies by 9.7% during the second quarter. Smartleaf Asset Management LLC now owns 677 shares of the scientific and technical instruments company's stock worth $132,000 after acquiring an additional 60 shares in the last quarter. Vident Advisory LLC raised its stake in ESCO Technologies by 3.7% during the third quarter. Vident Advisory LLC now owns 1,678 shares of the scientific and technical instruments company's stock worth $354,000 after acquiring an additional 60 shares in the last quarter. Maryland State Retirement & Pension System raised its stake in ESCO Technologies by 1.6% during the fourth quarter. Maryland State Retirement & Pension System now owns 3,774 shares of the scientific and technical instruments company's stock worth $737,000 after acquiring an additional 61 shares in the last quarter. Finally, Vise Technologies Inc. raised its stake in ESCO Technologies by 8.5% during the fourth quarter. Vise Technologies Inc. now owns 1,069 shares of the scientific and technical instruments company's stock worth $209,000 after acquiring an additional 84 shares in 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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