ESCO Technologies (NYSE:ESE) Updates Q4 2026 Earnings Guidance

Key Points

• ESCO Technologies raised or reaffirmed its Q4 2026 EPS guidance at $2.55–$2.65, in line with the $2.55 consensus estimate, and set full-year 2026 EPS guidance at $8.30–$8.40.
• The company’s latest quarterly results exceeded expectations on earnings, reporting $2.20 EPS versus the $2.12 consensus, while revenue of $339.03 million fell short of the $341.40 million estimate.
• Analyst sentiment remains generally positive, with an average “Buy” rating and a $410 price target; institutional investors own 95.7% of the company’s shares.

ESCO Technologies (NYSE:ESE - Get Free Report) updated its fourth quarter 2026 earnings guidance on Thursday. The company provided EPS guidance of 2.550-2.650 for the period, compared to the consensus estimate of 2.550. The company issued revenue guidance of -, compared to the consensus revenue estimate of $378.2 million. ESCO Technologies also updated its FY 2026 guidance to 8.300-8.400 EPS.

ESCO Technologies Stock Performance

Shares of ESE stock traded down $0.25 during midday trading on Thursday, hitting $327.38. The company had a trading volume of 166,599 shares, compared to its average volume of 266,007. The company's 50 day simple moving average is $323.45 and its 200 day simple moving average is $295.19. ESCO Technologies has a 52-week low of $174.92 and a 52-week high of $362.15. The stock has a market cap of $8.48 billion, a price-to-earnings ratio of 27.53, a PEG ratio of 2.00 and a beta of 1.10. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.45 and a quick ratio of 0.98.

ESCO Technologies (NYSE:ESE - Get Free Report) last released its quarterly earnings results on Thursday, August 6th. The scientific and technical instruments company reported $2.20 EPS for the quarter, topping the consensus estimate of $2.12 by $0.08. ESCO Technologies had a return on equity of 12.88% and a net margin of 24.69%.The business had revenue of $339.03 million during the quarter, compared to analysts' expectations of $341.40 million. ESCO Technologies has set its FY 2026 guidance at 8.300-8.400 EPS and its Q4 2026 guidance at 2.550-2.650 EPS. Research analysts anticipate that ESCO Technologies will post 8.2 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

ESE has been the subject of a number of recent analyst reports. Deutsche Bank Aktiengesellschaft restated a "buy" rating and issued a $400.00 price objective on shares of ESCO Technologies in a research report on Friday, April 17th. Wall Street Zen cut shares of ESCO Technologies from a "buy" rating to a "hold" rating in a report on Saturday, May 9th. JPMorgan Chase & Co. began coverage on ESCO Technologies in a research note on Monday, June 15th. They set an "overweight" rating and a $420.00 price target on the stock. Finally, Weiss Ratings raised ESCO Technologies from a "buy (a-)" rating to a "buy (a)" rating in a research note on Tuesday, July 21st. Two analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating and one has assigned a Hold rating to the company's stock. Based on data from MarketBeat, ESCO Technologies has an average rating of "Buy" and an average price target of $410.00.

Institutional Investors Weigh In On ESCO Technologies

A number of large investors have recently bought and sold shares of ESE. Quarry LP boosted its stake in shares of ESCO Technologies by 842.9% during the fourth quarter. Quarry LP now owns 132 shares of the scientific and technical instruments company's stock valued at $26,000 after acquiring an additional 118 shares during the last quarter. Osterweis Capital Management Inc. acquired a new stake in shares of ESCO Technologies during the 2nd quarter worth about $39,000. Aster Capital Management DIFC Ltd purchased a new stake in shares of ESCO Technologies during the fourth quarter worth about $39,000. Caitong International Asset Management Co. Ltd raised its position in shares of ESCO Technologies by 23,300.0% in the third quarter. Caitong International Asset Management Co. Ltd now owns 234 shares of the scientific and technical instruments company's stock valued at $49,000 after buying an additional 233 shares during the last quarter. Finally, Kemnay Advisory Services Inc. purchased a new position in shares of ESCO Technologies during the fourth quarter valued at approximately $51,000. Institutional investors and hedge funds own 95.70% of the company's stock.

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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