ESCO Technologies Inc.

ESCO Technologies Inc. Earnings Recaps

ESE Information Technology 3 recaps
Q1 2026 Feb 6, 2026

ESCO Technologies delivered exceptional Q1 2026 results, highlighted by a 143% surge in orders and a 73% increase in adjusted earnings per share to a record $1.64, supported by strong demand across all business segments.

Key takeaways
  • Orders exceeded $550 million, with all segments reporting double-digit growth driven by aerospace and large naval contracts.
  • Top-line sales grew 35% year-over-year, bolstered by the Maritime acquisition and organic growth.
  • Adjusted EBIT margins expanded by 380 basis points to 19.4%, showcasing improved operational efficiency.
  • The Aerospace & Defense segment saw orders rise to over $380 million, reflecting robust demand in both commercial and military aerospace.
  • Full-year sales and earnings guidance have been revised upward due to strong backlog and ongoing market strengths.
Full recap
Q4 2025 Nov 21, 2025

ESCO Technologies reported a robust Q4 2025, achieving 30% year-over-year growth in adjusted earnings per share, driven by successful integration of the maritime business and strong demand in the navy and aerospace markets.

Key takeaways
  • Q4 revenues reached $353 million, reflecting a 29% increase, with 8% organic sales growth.
  • Adjusted EBIT margin expanded by 100 basis points to 23.9%; adjusted EPS rose to a record $2.32.
  • The maritime acquisition contributed positively, with over $200 million in new orders booked in January 2026.
  • Aerospace and defense segment saw organic sales growth of 53%, supported by rising submarine build rates and Boeing's production ramp.
  • Utility solutions group reported record orders exceeding $100 million despite temporary slowdowns in the renewables market.
Full recap
Q3 2025 Aug 8, 2025

ESCO Technologies delivered a stellar Q3 2025 performance with strong revenue growth across its Aerospace & Defense and Test segments, underpinned by strategic acquisitions and improved margins.

Key takeaways
  • Aerospace & Defense revenue surged nearly 20% year-over-year, driven by robust orders for Virginia and Columbia Class submarines.
  • Adjusted EPS guidance raised, projecting over 20% growth compared to the previous year.
  • The Test segment reported a 21% revenue increase, with margins stabilizing at mid-teen levels.
  • Strategic divestitures and acquisitions enhance market focus, particularly in Navy markets.
  • Strong order growth across utility services indicates sustained demand amid evolving energy needs.
Full recap