ESCO Technologies (ESE) News Today

ESCO Technologies Inc. (NYSE:ESE) shares rose today following a series of encouraging operational updates—most notably a surge in orders, record backlog and raised Q4 earnings guidance—although full‐year revenue and EPS guidance came in below Street estimates and Q3 results slightly missed consensus.

• Positive Sentiment: Q3 orders jumped 194% year-over-year to $749 million, driving a record backlog of $1.17 billion and a book-to-bill ratio of 2.53x. ESCO (ESE) Q3 Orders Surge 194%
• Positive Sentiment: Reported Q3 sales rose 27% to $296 million and adjusted EPS grew 25% to $1.60, reflecting strong Aerospace & Defense and Utility Solutions results. ESCO Reports Third Quarter Fiscal 2025 Results
• Positive Sentiment: Management highlighted record backlog and robust EPS growth on the Q3 earnings call, underscoring strong demand in Navy and Aerospace markets. Q3 2025 Earnings Call Highlights
• Positive Sentiment: Raised Q4 2025 EPS guidance to $2.04–$2.19, above the $1.93 consensus, signaling confidence in continued margin expansion. Q4 2025 Earnings Guidance
• Neutral Sentiment: The full Q3 2025 earnings call transcript is now available for investors who want a detailed review of management’s commentary. Earnings Call Transcript
• Negative Sentiment: FY 2025 EPS guidance of $5.75–$5.90 fell short of the $6.11 consensus, while revenue guidance of ~$1.10 billion also missed the $1.20 billion estimate. FY 2025 Earnings Guidance Update
• Negative Sentiment: Reported Q3 EPS of $1.60 and revenue of $296 million both trailed expectations ($1.65 EPS; $320 million revenue), tempering some of the quarter’s positives. Press Release