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

ESCO Technologies (NYSE:ESE) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 8.000-8.250 for the period, compared to the consensus estimate of 8.140. 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 Q3 2026 guidance to 2.050-2.150 EPS.

Analyst Ratings Changes

Several research firms recently issued reports on ESE. Weiss Ratings lowered ESCO Technologies from a “buy (a-)” rating to a “buy (b)” rating in a research report on Tuesday, February 10th. Wall Street Zen lowered ESCO Technologies from a “strong-buy” rating to a “buy” rating in a research report on Sunday, February 15th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $400.00 price target on shares of ESCO Technologies in a research report on Friday, April 17th. One research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, ESCO Technologies has an average rating of “Buy” and an average price target of $300.00.

ESCO Technologies Price Performance

Shares of ESE stock opened at $331.57 on Friday. The firm has a market cap of $8.59 billion, a P/E ratio of 28.22, a P/E/G ratio of 2.09 and a beta of 1.18. ESCO Technologies has a fifty-two week low of $170.11 and a fifty-two week high of $346.20. The business’s 50 day moving average price is $292.85 and its 200-day moving average price is $246.69. The company has a debt-to-equity ratio of 0.08, a quick ratio of 0.89 and a current ratio of 1.33.

ESCO Technologies (NYSE:ESE) last issued its quarterly earnings data on Thursday, May 7th. The scientific and technical instruments company reported $1.91 earnings per share for the quarter, topping analysts’ consensus estimates of $1.84 by $0.07. The firm had revenue of $309.34 million for the quarter, compared to analyst estimates of $307.88 million. ESCO Technologies had a return on equity of 12.55% and a net margin of 25.28%.The business’s quarterly revenue was up 33.5% compared to the same quarter last year. During the same period last year, the company earned $1.35 EPS. ESCO Technologies has set its Q3 2026 guidance at 2.050-2.150 EPS and its FY 2026 guidance at 8.000-8.250 EPS. On average, equities research analysts anticipate that ESCO Technologies will post 8.1 earnings per share for the current year.

ESCO Technologies Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, July 17th. Stockholders of record on Thursday, July 2nd will be given a $0.08 dividend. This represents a $0.32 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date is Thursday, July 2nd. ESCO Technologies’s dividend payout ratio (DPR) is currently 2.72%.

Institutional Investors Weigh In On ESCO Technologies

A number of large investors have recently made changes to their positions in the business. Virtu Financial LLC bought a new stake in shares of ESCO Technologies in the 4th quarter worth approximately $586,000. Invesco Ltd. boosted its position in shares of ESCO Technologies by 17.8% during the fourth quarter. Invesco Ltd. now owns 1,050,093 shares of the scientific and technical instruments company’s stock valued at $205,178,000 after purchasing an additional 158,949 shares in the last quarter. First Citizens Bank & Trust Co. boosted its position in shares of ESCO Technologies by 1.3% during the fourth quarter. First Citizens Bank & Trust Co. now owns 3,397 shares of the scientific and technical instruments company’s stock valued at $664,000 after purchasing an additional 42 shares in the last quarter. State of Tennessee Department of Treasury boosted its position in shares of ESCO Technologies by 7.6% during the fourth quarter. State of Tennessee Department of Treasury now owns 11,854 shares of the scientific and technical instruments company’s stock valued at $2,316,000 after purchasing an additional 836 shares in the last quarter. Finally, NewEdge Advisors LLC boosted its position in shares of ESCO Technologies by 59.3% during the fourth quarter. NewEdge Advisors LLC now owns 3,115 shares of the scientific and technical instruments company’s stock valued at $609,000 after purchasing an additional 1,160 shares in the last quarter. 95.70% of the stock is currently owned by 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.