ESCO Technologies

Electrification, Grid Modernization And Digitalization Will Redefine Infrastructure Landscape

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

05 Sep 24

Updated

10 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

45.1%

7D

2.1%

Loading

1Y

45.1%

7D

2.1%

You can edit this narrative until Dec 11 6:10 AM. Then, changes will post as Updates.

Author's Valuation

US$25519.0% undervalued

AnalystConsensusTarget Fair Value

Shared on 10 Dec 25

ESE: Aerospace And Maritime Expansion Will Drive Margins Higher In 2026

Analysts have modestly revised their price target on ESCO Technologies higher, lifting it from 255.00 dollars to 255.00 dollars. They cite a slightly higher discount rate, broadly unchanged long term growth and margin expectations, and a somewhat lower assumed future price to earnings multiple that still supports a premium valuation.

Shared on 25 Nov 25

Fair value Increased 13%

ESE: Aerospace Strength Will Drive Improved Margins in Fiscal 2026

Analysts have raised their price target for ESCO Technologies from $225 to $255. They cite improved revenue growth projections and higher anticipated profit margins as key drivers for the upward revision.

Shared on 20 Sep 25

Fair value Increased 12%

Despite a lower revenue growth forecast, ESCO Technologies' fair value estimate has risen as higher future P/E multiples signal increased market confidence, raising the consensus price target from $201.50 to $225.00. What's in the News ESCO Technologies raised full-year 2025 revenue guidance to $1.075–$1.105 billion (17–20% increase over prior year); organic revenue (excluding Maritime) expected at $985–$1,005 million (7–9% increase).

Shared on 05 Sep 25

Fair value Increased 0.25%

With the consensus price target and key valuation metrics such as the discount rate and future P/E ratio remaining essentially unchanged, there is no material revision to ESCO Technologies' fair value, which stays at $201.00. What's in the News ESCO Technologies raised FY2025 revenue guidance to $1.075–$1.105 billion, reflecting a 17–20% increase over the prior year; organic revenue is projected at $985–$1,005 million, a 7–9% rise.

Shared on 30 Apr 25

Fair value Increased 21%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 3.76%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Decreased 14%

AnalystConsensusTarget has increased profit margin from 11.5% to 13.6%.

AnalystConsensusTarget Fair Value

US$255

19.0% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

11.30%

Machinery revenue growth rate

0.32%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.40%

Calculation

US$240.11m

Earnings '28

x

33.82x

PE Ratio '28

=

US$8.12b

Market Cap '28

US$8.12b

Market Cap '28

/

25.97m

No. shares '28

=

US$312.68

Share Price '28

US$312.68 Share Price '28

Discounted to 2025 @ 8.40% p.a.

=

US$245.51

Fair Value '25