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.
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 11/8/2026, 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 |
NIQ, CWST and ESE are poised to beat earnings estimates this season, supported by favorable Earnings ESP readings and encouraging business prospects.
St. Louis, Oct. 21, 2026 (GLOBE NEWSWIRE) -- ESCO Technologies Inc. (NYSE:ESE) will report its fourth quarter financial results after the market close on Thursday, November 19, 2026, followed by a conference call where the financial results and related commentary will be discussed.
Esco Technologies (ESE) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Here is how Esco Technologies (ESE) and FirstCash Holdings (FCFS) have performed compared to their sector so far this year.
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 |
|---|---|---|---|---|---|---|---|
| $230.41 | $5.97B | 19.01 | 19.18% | 24.39% | 19.97% | 0.14% | |
| $474.45 | $15.01B | 42.46 | 14.34% | 17.51% | 10.39% | — | |
| $98.44 | $4.31B | 15.63 | -3.02% | 12.05% | 16.64% | — | |
| $158.18 | $4.59B | 36.09 | 10.9% | 14.36% | 18.49% | 0.93% | |
| $135.15 | $4.81B | 90.08 | 3.3% | 6% | 4.9% | — | |
| $54.11 | $12.61B | -80.32 | -2.61% | -4.08% | -2.91% | — |
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
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ESCO Technologies Inc. (ESE) stock FAQ — growth, dividends, profitability & financials explained
ESCO Technologies Inc. (ESE) reported $1.29B in revenue over the trailing twelve months. Revenue was $1.10B in fiscal year 2025. That is 150% more than the $438.5M of fiscal year 1996.
ESCO Technologies Inc. (ESE) grew revenue by 20.1% over the trailing twelve months, compared with the twelve months before.
Yes. ESCO Technologies Inc. (ESE) earned $314.8M in net income over the trailing twelve months (a 24.4% net margin).
Yes. ESCO Technologies Inc. (ESE) pays a dividend that yields 0.14% at the current price, a small yield.
ESCO Technologies Inc. (ESE) had a return on equity (ROE) of 20.0% over the trailing twelve months. That is above the market's typical 10-15%.
ESCO Technologies Inc. (ESE) generated $196.6M in free cash flow over the trailing twelve months.
