Zacks Investment Research·Sep 22, 2026
Is ESCO Technologies (ESE) Stock Outpacing Its Business Services Peers This Year?Here is how Esco Technologies (ESE) and H20 (HTO) have performed compared to their sector so far this year.
ESCO Technologies is executing well operationally, with revenue growth accelerating to 14.4% in Q3 FY2026 and gross margins holding near 42%, reflecting pricing power and favorable mix. The balance sheet has strengthened dramatically post-acquisition, with deb...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 14.4% in Q3 FY2026 with gross margin expanding to 41.7%, but operating leverage remains limited as SG&A grew 14.5% in line with revenue, and net margin sustainability is questioned given the 62.0% spike in Q4 FY2025.
ESCO Institute is the largest provider of EPA Section 608 certification testing, reinforcing its industry dominance.
ESCO Technologies raised its Q2 2026 revenue and EPS guidance, signaling robust sales growth and margin expansion.
The proposed acquisition of Megger Group could expand ESCO's global utility solutions footprint and enhance its market position.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 6, 2026 | $2.20+3.8% vs $2.12 | $339M-0.7% vs $341M |
Q2 2026 May 7, 2026 | $1.91+0.5% vs $1.90 | $309M+0.5% vs $308M |
Q1 2026 Feb 5, 2026 | $1.64+24.2% vs $1.32 | $290M+3.6% vs $280M |
Q4 2025 Nov 20, 2025 | $2.32+8.9% vs $2.13 | $353M+4.0% vs $339M |
Here is how Esco Technologies (ESE) and H20 (HTO) have performed compared to their sector so far this year.
Squarepoint Ops LLC grew its stake in ESCO Technologies Inc. (NYSE: ESE) by 178.2% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 10,643 shares of the scientific and technical instruments company's stock after acquiring an additional 6,817 shares during the quarter.
Here is how Esco Technologies (ESE) and FirstCash Holdings (FCFS) have performed compared to their sector so far this year.
Esco Technologies (ESE) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
Benchmark ESE against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for ESCO Technologies Inc. (ESE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $274.95 | $7.12B | 23.81 | 19.18% | 27.32% | 21.54% | 0.12% | |
| $515.56 | $16.31B | 56.72 | 14.34% | 16.4% | 9.66% | — | |
| $86.51 | $3.79B | 13.31 | -3.02% | 11.9% | 16.31% | — | |
| $127.77 | $3.7B | 26.67 | 10.9% | 14.27% | 18.03% | — | |
| $149.27 | $5.32B | 101.54 | 3.3% | 6% | 4.9% | — | |
| $57.52 | $13.41B | 32.87 | -2.61% | -2.77% | -1.87% | — |
ESCO Technologies Inc. (ESE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
ESCO Technologies Inc. (ESE) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
May 7, 2026·SEC
Apr 16, 2026·SEC
Get notified when ESE posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
ESCO Technologies Inc. (ESE) stock FAQ — growth, dividends, profitability & financials explained
ESCO Technologies Inc. (ESE) reported $1.29B in revenue for fiscal year 2025. This represents a 194% increase from $438.5M in 1996.
ESCO Technologies Inc. (ESE) grew revenue by 19.2% over the past year. This is strong growth.
Yes, ESCO Technologies Inc. (ESE) is profitable, generating $314.8M in net income for fiscal year 2025 (27.3% net margin).
Yes, ESCO Technologies Inc. (ESE) pays a dividend with a yield of 0.12%. This makes it attractive for income-focused investors.
ESCO Technologies Inc. (ESE) has a return on equity (ROE) of 21.5%. This is excellent, indicating efficient use of shareholder capital.
ESCO Technologies Inc. (ESE) generated $196.6M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
