ESCO Technologies (NYSE:ESE) Releases 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.

Analyst Ratings Changes

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

ESCO Technologies Stock Down 3.1%

ESE opened at $210.39 on Friday. ESCO Technologies has a 12 month low of $127.17 and a 12 month high of $226.34. The business has a 50-day moving average of $214.67 and a two-hundred day moving average of $197.86. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.52 and a quick ratio of 1.04. The stock has a market capitalization of $5.43 billion, a price-to-earnings ratio of 47.39 and a beta of 1.25.

ESCO Technologies (NYSE:ESE) last released its earnings results on Thursday, November 20th. The scientific and technical instruments company reported $2.32 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.13 by $0.19. ESCO Technologies had a net margin of 10.37% and a return on equity of 11.19%. The business had revenue of $286.50 million for the quarter, compared to analysts’ expectations of $306.39 million. During the same period last year, the company earned $1.46 earnings per share. The company’s quarterly revenue was up 28.9% on a year-over-year basis. 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, research analysts expect that ESCO Technologies will post 5.65 earnings per share for the current year.

ESCO Technologies Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, January 16th. Stockholders of record on Friday, January 2nd will be issued a dividend of $0.08 per share. This represents a $0.32 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date is Friday, January 2nd. ESCO Technologies’s dividend payout ratio is presently 7.21%.

Institutional Investors Weigh In On ESCO Technologies

Institutional investors have recently added to or reduced their stakes in the company. Invesco Ltd. increased its stake in ESCO Technologies by 26.0% during the third quarter. Invesco Ltd. now owns 891,144 shares of the scientific and technical instruments company’s stock worth $188,129,000 after acquiring an additional 183,900 shares during the last quarter. Alliancebernstein L.P. lifted its stake in shares of ESCO Technologies by 1,204.3% in the 3rd quarter. Alliancebernstein L.P. now owns 432,050 shares of the scientific and technical instruments company’s stock valued at $91,210,000 after purchasing an additional 398,926 shares in the last quarter. Wellington Management Group LLP lifted its stake in shares of ESCO Technologies by 21.3% in the 3rd quarter. Wellington Management Group LLP now owns 369,218 shares of the scientific and technical instruments company’s stock valued at $77,946,000 after purchasing an additional 64,947 shares in the last quarter. Millennium Management LLC grew its holdings in shares of ESCO Technologies by 110.9% during the 3rd quarter. Millennium Management LLC now owns 186,455 shares of the scientific and technical instruments company’s stock worth $39,363,000 after purchasing an additional 98,042 shares during the period. Finally, Ameriprise Financial Inc. increased its position in ESCO Technologies by 4.5% during the 2nd quarter. Ameriprise Financial Inc. now owns 176,805 shares of the scientific and technical instruments company’s stock worth $33,924,000 after purchasing an additional 7,648 shares in the last quarter. Hedge funds and other institutional investors own 95.70% of the company’s stock.

ESCO Technologies Company Profile

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.