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

ESCO Technologies (NYSE:ESE) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 7.500-7.800 for the period, compared to the consensus EPS 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 Performance

NYSE:ESE traded down $6.64 during mid-day trading on Thursday, hitting $210.39. 420,768 shares of the company’s stock traded hands, compared to its average volume of 175,053. ESCO Technologies has a 12 month low of $127.17 and a 12 month 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 firm has a market capitalization of $5.43 billion, a price-to-earnings ratio of 47.39 and a beta of 1.25. The firm has a 50 day moving average of $214.67 and a two-hundred day moving average of $197.77.

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

Wall Street Analyst Weigh In

Several analysts have recently commented on ESE shares. Weiss Ratings restated a “buy (b)” rating on shares of ESCO Technologies in a report on Wednesday, October 8th. Wall Street Zen downgraded ESCO Technologies from a “buy” rating to a “hold” rating in a report on Saturday, August 9th. Three investment analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average price target of $187.50.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of ESE. Vident Advisory LLC raised its stake in shares of ESCO Technologies by 3.7% during the 3rd quarter. Vident Advisory LLC now owns 1,678 shares of the scientific and technical instruments company’s stock worth $354,000 after purchasing an additional 60 shares in the last quarter. Smartleaf Asset Management LLC increased its position in ESCO Technologies by 9.7% during the second quarter. Smartleaf Asset Management LLC now owns 677 shares of the scientific and technical instruments company’s stock worth $132,000 after buying an additional 60 shares during the last quarter. Osaic Holdings Inc. raised its stake in ESCO Technologies by 2.6% in the second quarter. Osaic Holdings Inc. now owns 4,253 shares of the scientific and technical instruments company’s stock valued at $816,000 after buying an additional 107 shares during the period. BNP Paribas Financial Markets raised its stake in ESCO Technologies by 5.4% in the 2nd quarter. BNP Paribas Financial Markets now owns 3,823 shares of the scientific and technical instruments company’s stock valued at $734,000 after acquiring an additional 196 shares during the period. Finally, Osterweis Capital Management Inc. acquired a new stake in ESCO Technologies during the 2nd quarter valued at $39,000. 95.70% of the stock is owned by institutional investors and hedge funds.

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.