ESCO Technologies Inc.
ESE · Price history
Price at last available close
$238.23
−$27.81 (-10.45%) 1M
2026-10-27
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Company & revenue
About ESCO Technologies Inc.
Primary reporting period: 2025-09-30 · Research updated Oct 12, 2026. A research update is not a new financial filing.
Who they are
ESCO Technologies Inc. serves global industrial and commercial markets by offering specialized engineered products and sophisticated systems. The company operates through three primary business units: Aerospace & Defense, Utility Solutions Group, and RF Shielding and Test. The Aerospace & Defense division focuses on the creation and manufacturing of advanced filtration products, including hydraulic filter elements and fluid control devices for commercial aviation, unique filter mechanisms for satellite micro-propulsion, and bespoke filters for both crewed aircraft and submarines.
How they make money
ESCO Technologies operates through three business segments that design, manufacture, and sell engineered products and systems. The company generates revenue by providing specialized filtration and fluid control components for aerospace and defense, RF shielding and testing solutions for commercial and government sectors, and diagnostic instruments and software services for electric utility grid management.
Products & services
Filtration and fluid control systems, RF shielding and electromagnetic compatibility (EMC) test equipment, and utility diagnostic instruments and software.
Brands & revenue mix
Leading brand for RF shielding and EMC test products.
Separate brand revenue is not available in this research.Source
Specialized manufacturer of fluid control products for aerospace.
Separate brand revenue is not available in this research.Source
Revenue share is not unit sales or a best-seller ranking. Parent brands and included sub-brands can overlap; do not add overlapping rows.
Product / operating segments
Period ended 2025-09-30Source
Period ended 2025-09-30Source
Period ended 2025-09-30Source
Calculated from reported segment revenue. Check the source period and revenue basis before comparing shares. Categories can overlap and may not add to 100%.
Geographic revenue
Period ended 2025-09-30Source
Period ended 2025-09-30Source
Period ended 2025-09-30Source
Period ended 2025-09-30Source
Period ended 2025-09-30Source
Calculated from reported segment revenue. Check the source period and revenue basis before comparing shares. Categories can overlap and may not add to 100%.
Customer concentration
The company does not report any single customer accounting for 10% or more of its total consolidated net sales for the fiscal year ended September 30, 2025.
Suppliers, materials & equipment
- Raw materials and component suppliers — The company relies on various third-party suppliers for raw materials and components used in manufacturing; specific supplier names are not disclosed.Source
Strengths
Wall Street Score
Overall investment score · Quality, value, risk and opportunity
49
Weak
View category scores →
Company Quality
How good is the actual business—regardless of today’s stock price?
78
Strong
Financial Strength
51
Business Quality / Moat
97
Management
96
Growth Quality
78
Risk / Durability
78
Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.
Opportunity
Opportunity Score · How does the current price compare with estimated value?
61
Fully Valued
Based on current valuation, company quality, recent trends, and available market signals.
View score details →
Model Outlook
12-month model · What does the model think happens next?
66/100
Building Historical Record
Model Score 66/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.
Probability unavailable — the model has not produced a calibrated probability yet.
Click for full breakdown →
WSS View
The quick read
The overall Wall Street Score is low across its combined quality, valuation and risk inputs. This can reflect an expensive share price, business weaknesses, or both; check Company Quality and the category breakdown before drawing a conclusion.
At today’s price, the WSS valuation framework currently reads as moderate rather than unusually attractive.
The model outlook is currently moderate.
No strong positive signal is being highlighted from the currently available summary data.
- •Valuation is a weaker part of the current profile
- •Revenue fundamentals are weak
- •Debt / balance-sheet profile needs attention
Company-specific research
Questions worth answering for ESE
These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.
- •Can ESE maintain its current revenue growth rate and improve the amount of that revenue that turns into earnings and cash?
- •Is ESE's positive free cash flow repeatable, or is the current level being helped by temporary working-capital or spending changes?
- •Does ESE's balance between cash and debt leave enough flexibility if business conditions weaken?
Essential Investment Snapshot
Wall Street Score
49
Opportunity Score
61
Market Cap
$6.17B
P/E Ratio
21.8
EPS
$12.14
52-Week High
$362.15
52-Week Low
$193.68
Beta
1.09
Intrinsic Value
$309.66
Analyst Target
$413.00
Shares Outstanding
25.9M
Total Revenue
$1.29B
Total Debt
$129.1M
Dividend Yield (TTM)
0.13%
Liquidation Value / Share
$62.42
Dividend / Share (TTM)
$0.32
Momentum & Volatility Signals
Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.
Strong downward momentum
Low movement
A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.
A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.
Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.
Notices for ESE
Detected from reported data — verify before acting.Dividend history reported
Dividend payments are recorded. Review the dates and regular/special classification below; past payments do not guarantee future dividends.
Community Sentiment
0 active · 0 total callsNo personal call yet on ESE.
Potential upside factors
- +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
- +Diverse portfolio of specialized, technology-driven products.
- +Strong market position in niche aerospace and utility diagnostic markets.
- +Positive free cash flow may provide capacity to invest in growth.
Potential downside factors
- −Key risks may include competition, margin pressure, debt levels, valuation risk, and changes in demand within the Hardware, Equipment & Parts industry.
- −Dependence on government defense spending and aerospace industry cycles.
- −Supply chain disruptions and raw material cost volatility.
These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.
Create a free account to make a call.
Scores
Click any score for full breakdownWas this stock page easy to understand?
One click helps us improve the research experience. This is not tied to an investment decision.
Score Changes
6 historical score records availablePrevious Score
49
Sep 21, 2026
Change
-0.2
points
Current Score
49
Oct 1, 2026
Category Changes
ESE decreased 0.2 points because some fundamentals weakened.
Projected Score
Projected Score
51
Projected Change
+2.5 points
Preliminary comparable-period financial changes suggest improvement of approximately 2.5 points. This is a projected estimate, not the official WallStreetScore.
Price vs. Value
UndervaluedCurrent Price
$238.23
Model Intrinsic Value
$309.66
Difference
−$71.43
-23.1% vs IV
Margin of Safety
23.1%
Financial Charts
Revenue
Additional Metrics
Operating Cash Flow
Total Debt
Total Assets
Net Margin %
Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.
| Line Item | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.29B | $1.10B | $919.1M | $855.8M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Cost of Revenue | $748.5M | $634.3M | $530.6M | $502.7M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Gross Profit | $542.2M | $461.1M | $388.6M | $353.1M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Research & Development | $0.00 | $0.00 | $0.00 | $0.00 | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| SG&A Expenses | $258.4M | $234.6M | $208.2M | $203.5M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Operating Expenses | $349.3M | $288.0M | $241.0M | $232.4M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| EBITDA | $278.9M | $245.4M | $198.4M | $166.8M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Operating Income | $192.9M | $173.1M | $147.6M | $120.7M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Interest Expense | $19.1M | $17.5M | $15.2M | $8.8M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Income Before Tax | $179.9M | $152.9M | $131.0M | $110.4M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Income Tax Expense | $40.0M | $36.6M | $28.3M | $24.7M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Net Income | $314.8M | $299.2M | $101.9M | $92.5M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Basic EPS | $12.14 | $11.55 | $3.96 | $3.59 | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Basic Shares | 25.98M | 25.91M | 25.75M | 25.79M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Diluted Shares | 25.98M | 25.91M | 25.87M | 25.88M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
Earnings Summary
Revenue
$339.0M
Estimate unavailable.
Revenue Beat/Miss
Not available (no estimate stored)
EPS
$1.26
Estimate unavailable.
EPS Beat/Miss
Not available (no estimate stored)
Debt Change
-77.3%
Cash Change
-7.0%
Margin Change
+0.9 pp
Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.
Financial Changes Since Prior Period
What Improved
- Margins expanded
- Debt reduced
What Weakened
- Cash position declined
Potential Score Impact
Positive indicators included revenue growth, EPS growth, debt levels, net income margin. Pressure indicators included cash levels. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.
Stored Earnings Analysis
Revenue increased 14.4%. EPS increased 24.8%. Cash declined 7.0%. Total debt declined 77.3%. Net income margin improved by 0.9 percentage points.
Earnings-Call Transcript
Earnings-call transcript analysis is not currently available.
These results may influence future scores when the next evaluation is completed.
Insider Activity
Guru / Smart Money
Guru Score
Smart Money
Number of Gurus
Total Guru Value
Avg Portfolio Weight
Largest Holder
Largest Holder %
New Positions
Increased Positions
Reduced Positions
Exited Positions
Net Guru Sentiment
Short Interest
Dividend History
Log in to view dividend history.
Conservative Projected Values
3 Years
$———.——
5 Years
$———.——
10 Years
$———.——
Conservative Projection Rate
——%
Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.
Conservative Projected Values
Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.
Start 7-Day Free TrialHistorical Outperformance Record
Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.
Start 7-Day Free TrialHistorical Trends
6 historical recordsHistorical Score Chart
3 of 6 records shownWall Street Score
Debt Score
Revenue Score
Asset Score
Capital Score
Management Score
Moat Score
Valuation Score
Buffett Score
Intrinsic Value
Value Reference
Margin of Safety %
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Rumor Mill · ESE
Corporate developments & opportunities
No reviewed developments match this filter.
Evidence credibility is not a forecast of stock performance. Rumor Mill is separate from the WSS score.
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