ESCO Technologies (NYSE:ESE) Issues FY 2026 Earnings Guidance

ESCO Technologies (NYSE:ESE) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 7.500-7.800 for the period, compared to the consensus estimate of 6.690. The company issued revenue guidance of $1.3 billion-$1.3 billion, compared to the consensus revenue estimate of $1.3 billion. ESCO Technologies also updated its Q1 2026 guidance to 1.250-1.350 EPS.

ESCO Technologies Stock Down 3.1%

Shares of NYSE:ESE traded down $6.64 during trading on Thursday, hitting $210.39. 420,768 shares of the company’s stock traded hands, compared to its average volume of 175,053. The company has a market cap of $5.43 billion, a price-to-earnings ratio of 47.39 and a beta of 1.25. ESCO Technologies has a 52 week low of $127.17 and a 52 week high of $226.34. The company has a current ratio of 1.52, a quick ratio of 1.04 and a debt-to-equity ratio of 0.38. The company has a 50-day moving average price of $214.67 and a 200-day moving average price of $197.77.

ESCO Technologies (NYSE:ESE) last issued its quarterly earnings data on Thursday, November 20th. The scientific and technical instruments company reported $2.32 EPS for the quarter, topping analysts’ consensus estimates of $2.12 by $0.20. The business had revenue of $286.50 million for the quarter, compared to analyst estimates of $306.39 million. ESCO Technologies had a net margin of 10.37% and a return on equity of 11.19%. ESCO Technologies has set its Q1 2026 guidance at 1.250-1.350 EPS. FY 2026 guidance at 7.500-7.800 EPS. As a group, research analysts forecast that ESCO Technologies will post 5.65 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on ESE shares. Weiss Ratings reaffirmed a “buy (b)” rating on shares of ESCO Technologies in a research report on Wednesday, October 8th. Wall Street Zen cut shares of ESCO Technologies from a “buy” rating to a “hold” rating in a research note on Saturday, August 9th. Three equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus target price of $187.50.

Institutional Investors Weigh In On ESCO Technologies

Institutional investors have recently made changes to their positions in the company. Osterweis Capital Management Inc. acquired a new position in shares of ESCO Technologies in the second quarter valued at approximately $39,000. Caitong International Asset Management Co. Ltd boosted its stake in ESCO Technologies by 23,300.0% in the 3rd 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 purchasing an additional 233 shares during the period. Danske Bank A S acquired a new position in ESCO Technologies in the 3rd quarter valued at $63,000. Smartleaf Asset Management LLC grew its holdings in ESCO Technologies by 9.7% in the 2nd quarter. Smartleaf Asset Management LLC now owns 677 shares of the scientific and technical instruments company’s stock valued at $132,000 after buying an additional 60 shares in the last quarter. Finally, Quantbot Technologies LP bought a new position in ESCO Technologies during the 2nd quarter worth $200,000. Institutional investors own 95.70% of the company’s stock.

About ESCO Technologies

ESCO Technologies Inc produces and supplies engineered products and systems for industrial and commercial markets worldwide. It operates through three segments: Aerospace & Defense, Utility Solutions Group, and RF Test & Measurement. The Aerospace & Defense segment designs and manufactures filtration products, including hydraulic filter elements and fluid control devices used in commercial aerospace applications; filter mechanisms used in micro-propulsion devices for satellites; and custom designed filters for manned aircraft and submarines.