ESCO Technologies (NYSE:ESE) Releases Q2 2026 Earnings Guidance

ESCO Technologies (NYSE:ESE) updated its second quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 1.750-1.850 for the period, compared to the consensus estimate of 1.690. The company issued revenue guidance of -. ESCO Technologies also updated its FY 2026 guidance to 7.900-8.15 EPS.

Analysts Set New Price Targets

ESE has been the subject of a number of recent analyst reports. Wall Street Zen raised shares of ESCO Technologies from a “hold” rating to a “buy” rating in a research note on Saturday, December 6th. Weiss Ratings upgraded ESCO Technologies from a “buy (b+)” rating to a “buy (a-)” rating in a research report on Tuesday, January 27th. Zacks Research upgraded ESCO Technologies to a “hold” rating in a report on Tuesday, December 16th. Finally, CJS Securities upgraded ESCO Technologies to a “strong-buy” rating in a report on Thursday, December 11th. Two investment analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus target price of $187.50.

ESCO Technologies Stock Up 1.8%

ESCO Technologies stock traded up $4.10 during trading hours on Thursday, reaching $238.15. The stock had a trading volume of 238,963 shares, compared to its average volume of 173,656. The company has a debt-to-equity ratio of 0.11, a current ratio of 1.35 and a quick ratio of 0.93. The company has a market cap of $6.16 billion, a price-to-earnings ratio of 20.62 and a beta of 1.22. The business’s 50 day moving average price is $210.38 and its 200-day moving average price is $207.96. ESCO Technologies has a 52 week low of $130.15 and a 52 week high of $241.38.

ESCO Technologies (NYSE:ESE) last announced its earnings results on Thursday, February 5th. The scientific and technical instruments company reported $1.64 earnings per share for the quarter, topping the consensus estimate of $1.32 by $0.32. ESCO Technologies had a return on equity of 12.21% and a net margin of 25.76%.During the same quarter in the prior year, the business posted $0.92 EPS. The company’s revenue for the quarter was up 17.3% compared to the same quarter last year. ESCO Technologies has set its Q2 2026 guidance at 1.750-1.850 EPS and its FY 2026 guidance at 7.900-8.15 EPS. Sell-side analysts anticipate that ESCO Technologies will post 5.65 EPS for the current year.

ESCO Technologies Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, January 16th. Investors of record on Friday, January 2nd were issued a dividend of $0.08 per share. The ex-dividend date of this dividend was Friday, January 2nd. This represents a $0.32 dividend on an annualized basis and a dividend yield of 0.1%. ESCO Technologies’s payout ratio is 2.77%.

Insider Buying and Selling at ESCO Technologies

In other news, CFO Christopher L. Tucker sold 5,000 shares of the stock in a transaction on Tuesday, November 25th. The shares were sold at an average price of $220.15, for a total value of $1,100,750.00. Following the sale, the chief financial officer owned 20,121 shares in the company, valued at $4,429,638.15. This represents a 19.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Robert J. Phillippy sold 3,700 shares of the stock in a transaction dated Tuesday, November 25th. The stock was sold at an average price of $222.53, for a total value of $823,361.00. Following the sale, the director directly owned 6,519 shares in the company, valued at $1,450,673.07. This represents a 36.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 21,699 shares of company stock valued at $4,778,734 over the last quarter. Insiders own 0.70% of the company’s stock.

More ESCO Technologies News

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

• Positive Sentiment: Q1 beat and strong margins — ESCO reported adjusted EPS of $1.64 vs. street $1.31 and showed a healthy net margin (~25.8%) and ROE (~12.2%), signaling solid profitability. MarketBeat Earnings Summary
• Positive Sentiment: Raised FY 2026 EPS guidance — Management set FY 2026 EPS at $7.90–$8.15, above the consensus of $7.69, improving forward earnings visibility. GlobeNewswire Press Release
• Positive Sentiment: Raised Q2 guidance — Q2 EPS guide of $1.75–$1.85 tops the $1.69 consensus, suggesting continued near-term momentum. GlobeNewswire Press Release
• Positive Sentiment: Top-line and backlog strength — Q1 sales rose 35% to $290M and entered orders jumped ~143% to $557M, supporting future revenue visibility and the higher guidance. GlobeNewswire Press Release
• Neutral Sentiment: Revenue guidance largely in line with consensus — management’s revenue outlook (about $1.3B) essentially matches expectations, so upside is mainly from margin/earnings rather than top-line surprise. GlobeNewswire Press Release

Institutional Investors Weigh In On ESCO Technologies

Several institutional investors have recently bought and sold shares of the company. Osterweis Capital Management Inc. purchased a new stake in ESCO Technologies during the 2nd quarter worth about $39,000. Caitong International Asset Management Co. Ltd raised its holdings in ESCO Technologies by 23,300.0% in the third 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 acquiring an additional 233 shares in the last quarter. Danske Bank A S purchased a new stake in shares of ESCO Technologies in the 3rd quarter valued at approximately $63,000. Smartleaf Asset Management LLC grew its stake in shares of 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 purchasing an additional 60 shares in the last quarter. Finally, Quantbot Technologies LP purchased a new position in ESCO Technologies in the second quarter valued at $200,000. 95.70% of the stock is currently owned by institutional investors and hedge funds.

ESCO Technologies Company Profile

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.