ESCO Technologies Inc.

NYSE:ESE Lagerbericht

Marktkapitalisierung: US$7.8b

ESCO Technologies Zukünftiges Wachstum

Future Kriterienprüfungen 3/6

ESCO Technologies wird ein jährliches Gewinn- und Umsatzwachstum von 20.7% bzw. 8% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 20.6% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 11.4% betragen.

Wichtige Informationen

20.7%

Wachstumsrate der Gewinne

20.58%

EPS-Wachstumsrate

Machinery Gewinnwachstum16.3%
Wachstumsrate der Einnahmen8.0%
Zukünftige Eigenkapitalrendite11.39%
Analystenabdeckung

Low

Zuletzt aktualisiert11 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Narrativ-Update May 03

ESE: Raised 2026 Guidance Is Expected To Support Margin Expansion

Analysts now see higher upside for ESCO Technologies, raising their price target from $350 to $400 as updated assumptions for revenue growth, profit margins and future P/E move slightly higher in their models. What's in the News Raised second quarter 2026 guidance, with expected revenue of $309 million and GAAP EPS of $1.29 from continuing operations.
Narrativ-Update Apr 19

ESE: Higher 2026 Revenue Guidance Will Face Pressure From Softer Margin Expectations

Analysts have reiterated their $270 price target on ESCO Technologies, reflecting updated assumptions that now combine a slightly higher discount rate and revenue growth outlook with a marginally lower profit margin and a modestly higher future P/E multiple. What's in the News Company updates second quarter 2026 guidance for continuing operations, indicating expected revenue of $309 million and GAAP EPS of $1.29, described as reflecting strong sales growth and margin improvement relative to prior guidance for the quarter (Corporate Guidance, Key Developments).
Seeking Alpha Apr 16

ESCO Technologies Gets A Downgrade, But Not Because Of This Transformational Move

Summary ESCO Technologies Inc. announced a transformative $2.35B acquisition of Megger Group, significantly expanding its Utility Solutions Group segment. The deal is expected to enhance ESE's cash flow profile, with $60M in targeted annual cost synergies and improved operating metrics even without synergies. Leverage will rise, with the net leverage ratio moving from 0.12 to 2.5, though management aims to reduce this to 2 over time. Despite strategic benefits, ESE remains expensive relative to peers; after a 41% share price surge, I now downgrade ESE to a soft Sell. Read the full article on Seeking Alpha
Narrativ-Update Apr 05

ESE: Higher 2026 Revenue Guidance Will Support Future Margin Expansion

Analysts have raised their price target for ESCO Technologies to $350 from $300, reflecting updated views on fair value, discount rate, growth, margins, and future P/E assumptions. What's in the News ESCO Technologies updated full year 2026 earnings guidance, with revenue now expected in the range of US$1.29b to US$1.33b (company guidance).
Narrativ-Update Mar 22

ESE: Future Margin Expansion Will Be Supported By 2026 Revenue Guidance

Analysts have maintained their ESCO Technologies fair value estimate at $300, as minor adjustments to assumptions regarding the discount rate, revenue growth, profit margin, and future P/E are considered to offset one another. What's in the News ESCO Technologies updated full year 2026 earnings guidance, with revenue now expected in a range of $1.29b to $1.33b, described as 18% to 21% sales growth over the prior year (Key Developments).
Narrativ-Update Mar 07

ESE: Future Fair Value View Will Balance Margin Outlook And Revenue Guidance

Analysts have lifted their price target on ESCO Technologies from $235 to $270, citing updated assumptions that include a modestly lower discount rate, adjusted revenue growth expectations, a slightly higher profit margin outlook, and a higher future P/E multiple. What's in the News ESCO Technologies raised its earnings guidance for full year 2026, signaling updated expectations for financial performance.
Narrativ-Update Feb 21

ESE: Future Margin Expansion Will Be Supported By 2026 Earnings Mix And Guidance

Analysts kept their price target for ESCO Technologies steady at $300, citing only small tweaks to inputs such as the discount rate, projected revenue growth, profit margin, and future P/E assumptions rather than any shift in their overall view of the company. What's in the News ESCO Technologies raised full year 2026 earnings guidance, with revenue now expected in a range of $1.29b to $1.33b, described as 18% to 21% sales growth over the prior year and an increase of $20m to the earlier revenue outlook (Key Developments).
Analyseartikel Feb 10

After Leaping 27% ESCO Technologies Inc. (NYSE:ESE) Shares Are Not Flying Under The Radar

The ESCO Technologies Inc. ( NYSE:ESE ) share price has done very well over the last month, posting an excellent gain...
Narrativ-Update Feb 07

ESE: Future Margin Expansion Will Be Driven By 2026 Earnings Mix

Analysts have raised their price target on ESCO Technologies from US$275 to US$300, linking the change to updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News ESCO Technologies updated full year 2026 guidance, now expecting revenue between US$1.29b and US$1.33b.
Narrativ-Update Jan 23

ESE: Future Fair Value View Will Reflect Stronger Segment Guidance

Analysts now frame their view of ESCO Technologies around a higher fair value of $235, up from $168. This is supported by updated assumptions for revenue growth, profit margin and future P/E, which are reflected in a slightly higher discount rate.
Analyseartikel Jan 15

Is ESCO Technologies Inc. (NYSE:ESE) Potentially Undervalued?

ESCO Technologies Inc. ( NYSE:ESE ), might not be a large cap stock, but it saw significant share price movement during...
Narrativ-Update Jan 09

ESE: Future Margin Expansion Will Support Stronger Earnings And Sales Mix

Analysts have lifted their price target on ESCO Technologies to US$275, reflecting updated assumptions around discount rate, revenue growth, profit margin, and future P/E levels. What's in the News ESCO Technologies reported no share repurchases from July 1, 2025 to September 30, 2025, with the company completing this buyback period at 0 shares and US$0 under the program announced on August 9, 2024 (Key Developments).
Analyseartikel Jan 01

Calculating The Fair Value Of ESCO Technologies Inc. (NYSE:ESE)

Key Insights The projected fair value for ESCO Technologies is US$169 based on 2 Stage Free Cash Flow to Equity ESCO...
Narrativ-Update Dec 24

ESE: Future Margin Expansion Will Drive Stronger Earnings Power

Analysts have raised their price target on ESCO Technologies from 235 dollars to 275 dollars, citing expectations for faster revenue growth, stronger profit margins, and a modestly higher required return. This is more than offset by improved earnings power and a lower anticipated future price to earnings multiple.
Narrativ-Update Dec 10

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.
Narrativ-Update Nov 25

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.
Analyseartikel Nov 08

Investors Still Waiting For A Pull Back In ESCO Technologies Inc. (NYSE:ESE)

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Narrativ-Update Sep 20

Electrification, Grid Modernization And Digitalization Will Redefine Infrastructure Landscape

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).
Analyseartikel Sep 09

Here's Why We Think ESCO Technologies (NYSE:ESE) Might Deserve Your Attention Today

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Narrativ-Update Sep 05

Electrification, Grid Modernization And Digitalization Will Redefine Infrastructure Landscape

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.
Analyseartikel Jul 29

Is It Time To Consider Buying ESCO Technologies Inc. (NYSE:ESE)?

ESCO Technologies Inc. ( NYSE:ESE ), might not be a large cap stock, but it saw a significant share price rise of 30...
Analyseartikel Jun 13

ESCO Technologies Inc. (NYSE:ESE) Not Flying Under The Radar

ESCO Technologies Inc.'s ( NYSE:ESE ) price-to-earnings (or "P/E") ratio of 40.8x might make it look like a strong sell...

Gewinn- und Umsatzwachstumsprognosen

NYSE:ESE - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
9/30/20281,533219N/AN/A1
9/30/20271,4101982502903
9/30/20261,3161621822203
3/31/20261,248132209259N/A
12/31/20251,170125224277N/A
9/30/20251,095116190242N/A
6/30/20251,124110147204N/A
3/31/2025953114128167N/A
12/31/2024915108116153N/A
9/30/202491910387128N/A
6/30/20249189567103N/A
3/31/20249339561102N/A
12/31/2023969935795N/A
9/30/2023856864777N/A
6/30/20239409287123N/A
3/31/20239108771107N/A
12/31/20228868688124N/A
9/30/20228588290135N/A
6/30/2022806724389N/A
3/31/2022769634589N/A
12/31/20217306256100N/A
9/30/20217156388123N/A
6/30/20217161988119N/A
3/31/20217072385118N/A
12/31/20207212570104N/A
9/30/2020730234182N/A
6/30/20207387161107N/A
3/31/20207447167110N/A
12/31/201973471N/A100N/A
9/30/201972677N/A105N/A
6/30/201974483N/A76N/A
3/31/201975883N/A77N/A
12/31/201876175N/A84N/A
9/30/201868486N/A93N/A
6/30/201874883N/A88N/A
3/31/201872676N/A64N/A
12/31/201771378N/A69N/A
9/30/201768654N/A67N/A
6/30/201763851N/A74N/A
3/31/201760750N/A101N/A
12/31/201658548N/A88N/A
9/30/201657146N/A74N/A
6/30/201656642N/A67N/A
3/31/201656041N/A59N/A
12/31/201555041N/A68N/A
9/30/201553742N/A66N/A
6/30/201553542N/A54N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: ESEDas prognostizierte Gewinnwachstum (20.7% pro Jahr) liegt über der Sparquote (3.5%).

Ertrag vs. Markt: ESEDie Erträge des Unternehmens (20.7% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (16.7% pro Jahr).

Hohe Wachstumserträge: ESEEs wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.

Einnahmen vs. Markt: ESEDie Einnahmen des Unternehmens (8% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (11.6% pro Jahr).

Hohe Wachstumseinnahmen: ESEDie Einnahmen des Unternehmens (8% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.


Wachstumsprognosen für den Gewinn je Aktie


Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: ESEDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (11.4%).


Wachstumsunternehmen entdecken

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/13 21:13
Aktienkurs zum Tagesende2026/05/13 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/09/30

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

ESCO Technologies Inc. wird von 14 Analysten beobachtet. 3 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Richard EastmanBaird
Liam BurkeB. Riley Securities, Inc.
John QuealyCanaccord Genuity