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

ESCO Technologies (NYSE:ESE) issued an update on its fourth quarter 2026 earnings guidance on Thursday. The company provided earnings per share 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 Ratings Changes

Several analysts have commented on the company. JPMorgan Chase & Co. assumed coverage on ESCO Technologies in a research note on Monday, June 15th. They set an “overweight” rating and a $420.00 target price on the stock. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $400.00 price target on shares of ESCO Technologies in a research note on Friday, April 17th. Wall Street Zen cut ESCO Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. 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 analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat.com, ESCO Technologies presently has an average rating of “Buy” and an average target price of $410.00.

ESCO Technologies Stock Performance

ESE traded down $0.25 during mid-day trading on Thursday, reaching $327.38. 166,599 shares of the company traded hands, compared to its average volume of 177,046. The stock has a market capitalization of $8.48 billion, a P/E ratio of 27.53, a P/E/G ratio of 2.01 and a beta of 1.10. The company has a quick ratio of 0.98, a current ratio of 1.45 and a debt-to-equity ratio of 0.08. The company’s fifty day moving average price is $323.89 and its 200-day moving average price is $295.95. ESCO Technologies has a 52-week low of $174.92 and a 52-week high of $362.15.

ESCO Technologies (NYSE:ESE) last posted its quarterly earnings data on Thursday, August 6th. The scientific and technical instruments company reported $2.20 EPS for the quarter, beating analysts’ consensus estimates of $2.12 by $0.08. ESCO Technologies had a return on equity of 12.88% and a net margin of 24.69%.The company had revenue of $339.03 million during the quarter, compared to analysts’ expectations of $341.40 million. During the same quarter in the prior year, the business earned $1.60 earnings per share. ESCO Technologies’s revenue for the quarter was up 14.4% compared to the same quarter last year. 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. On average, sell-side analysts expect that ESCO Technologies will post 8.2 EPS for the current year.

Institutional Investors Weigh In On ESCO Technologies

Hedge funds and other institutional investors have recently modified their holdings of the stock. Virtu Financial LLC purchased a new position in ESCO Technologies during the fourth quarter valued at $586,000. Invesco Ltd. increased its position in ESCO Technologies by 17.8% in the fourth quarter. Invesco Ltd. now owns 1,050,093 shares of the scientific and technical instruments company’s stock worth $205,178,000 after buying an additional 158,949 shares in the last quarter. First Citizens Bank & Trust Co. raised its stake in shares of ESCO Technologies by 1.3% in the fourth quarter. First Citizens Bank & Trust Co. now owns 3,397 shares of the scientific and technical instruments company’s stock worth $664,000 after buying an additional 42 shares during the period. State of Tennessee Department of Treasury raised its stake in shares of ESCO Technologies by 7.6% in the fourth quarter. State of Tennessee Department of Treasury now owns 11,854 shares of the scientific and technical instruments company’s stock worth $2,316,000 after buying an additional 836 shares during the period. Finally, NewEdge Advisors LLC lifted its position in shares of ESCO Technologies by 59.3% during the 4th quarter. NewEdge Advisors LLC now owns 3,115 shares of the scientific and technical instruments company’s stock valued at $609,000 after buying an additional 1,160 shares in the last quarter. 95.70% of the stock is currently owned by hedge funds and other institutional investors.

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.