ESCO Technologies (NYSE:ESE) Issues Q4 2026 Earnings Guidance

ESCO Technologies (NYSE:ESE) updated its fourth quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 2.550-2.650 for the period, compared to the consensus EPS estimate of 2.550. The company issued revenue guidance of -, compared to the consensus revenue estimate of $378.2 million. ESCO Technologies also updated its FY 2026 guidance to 8.300-8.400 EPS.

Analyst Upgrades and Downgrades

Several analysts have commented on ESE shares. JPMorgan Chase & Co. initiated coverage on ESCO Technologies in a report on Monday, June 15th. They issued an “overweight” rating and a $420.00 price target for the company. Wall Street Zen downgraded shares of ESCO Technologies from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $400.00 price objective on shares of ESCO Technologies in a research note on Friday, April 17th. Finally, Weiss Ratings raised ESCO Technologies from a “buy (a-)” rating to a “buy (a)” rating in a research report on Tuesday, July 21st. Two investment analysts have rated the stock with a Strong Buy rating, two have given a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Buy” and an average price target of $410.00.

ESCO Technologies Trading Down 0.1%

NYSE:ESE opened at $327.38 on Friday. The business’s 50-day moving average is $323.89 and its two-hundred day moving average is $295.95. The firm has a market capitalization of $8.48 billion, a PE ratio of 27.53, a price-to-earnings-growth ratio of 2.01 and a beta of 1.10. ESCO Technologies has a 12 month low of $174.92 and a 12 month high of $362.15. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.45 and a quick ratio of 0.98.

ESCO Technologies (NYSE:ESE) last posted its earnings results on Thursday, August 6th. The scientific and technical instruments company reported $2.20 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.12 by $0.08. The business had revenue of $339.03 million during the quarter, compared to analyst estimates of $341.40 million. ESCO Technologies had a return on equity of 12.88% and a net margin of 24.69%.The company’s revenue for the quarter was up 14.4% compared to the same quarter last year. During the same quarter last year, the firm earned $1.60 earnings per share. ESCO Technologies has set its FY 2026 guidance at 8.300-8.400 EPS and its Q4 2026 guidance at 2.550-2.650 EPS. Research analysts predict that ESCO Technologies will post 8.2 earnings per share for the current fiscal year.

Key ESCO Technologies News

Here are the key news stories impacting ESCO Technologies this week:

• Positive Sentiment: ESCO reported fiscal Q3 adjusted earnings of $2.20 per share, exceeding the $2.12 analyst consensus and rising sharply from $1.60 a year earlier. Revenue increased 14.4% year over year to $339.03 million. Zacks earnings report
• Positive Sentiment: Management raised fiscal 2026 EPS guidance to $8.30-$8.40, above the roughly $8.19 consensus estimate. The company maintained revenue expectations of approximately $1.3 billion, signaling confidence in continued operating performance. ESCO guidance update
• Positive Sentiment: The company issued fourth-quarter EPS guidance of $2.55-$2.65, with the midpoint modestly above the current consensus estimate of $2.55. Investors may view the outlook as evidence that earnings momentum is continuing. ESCO third-quarter results
• Neutral Sentiment: Quarterly revenue of $339.03 million was below the $341.40 million consensus, despite solid year-over-year growth. The modest miss may temper enthusiasm following the earnings beat. Fiscal Q3 earnings snapshot
• Neutral Sentiment: Management’s earnings-call commentary provides additional context on segment performance, demand trends and the basis for the updated outlook. Q3 earnings call transcript

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the business. Quarry LP grew its position in shares of ESCO Technologies by 842.9% during the fourth quarter. Quarry LP now owns 132 shares of the scientific and technical instruments company’s stock worth $26,000 after buying an additional 118 shares in the last quarter. Osterweis Capital Management Inc. acquired a new position in ESCO Technologies during the 2nd quarter worth $39,000. Aster Capital Management DIFC Ltd bought a new stake in shares of ESCO Technologies in the 4th quarter worth about $39,000. Caitong International Asset Management Co. Ltd raised its stake in shares of 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 in the last quarter. Finally, Kemnay Advisory Services Inc. bought a new position in shares of ESCO Technologies during the fourth quarter worth about $51,000. Institutional investors and hedge funds own 95.70% of the company’s stock.

About ESCO Technologies

ESCO Technologies Inc is a diversified manufacturer of engineered products and systems designed to meet customers’ critical performance requirements in the test, measurement, control, and filtration of data, fluids, and gases. The company serves a wide range of end markets, including commercial aerospace, defense, industrial, medical, and communication network sectors. ESCO’s solutions are tailored to environments where reliability, precision and regulatory compliance are paramount.

Operating through multiple business segments, ESCO Technologies delivers test and measurement instruments such as RF and microwave components, signal distribution systems, and integrated test enclosures that support defense and aerospace programs.