ESCO Technologies (ESE) Resumen de Acciones
ESCO Technologies Inc. suministra componentes y sistemas de ingeniería para la aviación, la marina, la defensa y la industria. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 3/6 |
| Crecimiento futuro | 4/6 |
| Rendimiento pasado | 4/6 |
| Salud financiera | 5/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
No se han detectado riesgos en ESE a partir de nuestros controles de riesgos.
ESE Community Fair Values
Create NarrativeSee what 7 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de ESCO Technologies Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$270.30 |
| Máximo en las últimas 52 semanas | US$362.15 |
| Mínimo de 52 semanas | US$193.68 |
| Beta | 1.09 |
| Cambio en 1 mes | -11.63% |
| Variación en 3 meses | -17.54% |
| Cambio de 1 año | 29.78% |
| Variación en 3 años | 155.97% |
| Variación en 5 años | 245.83% |
| Variación desde la OPV | 5,048.57% |
Noticias y actualizaciones recientes
Recent updates
Seeking Alpha • Sep 05
ESCO Technologies: A More Constructive Set-Up
Summary ESCO Technologies shares have declined 10-15% since announcing the $2.35B Megger Group acquisition, improving valuation appeal. ESE’s organic growth remains robust, with 2026 sales guided to $1.315B and adjusted EPS now at $8.30–$8.40, supported by a record backlog. The Megger deal, closing in Q1 2027, is expected to drive EPS above $10, with synergy estimates of $60M and leverage remaining manageable. Valuation has compressed to ~27x earnings, with a credible path to 25x as growth and synergies materialize, enhancing the investment case. Read the full article on Seeking Alpha
Actualización de narrativa • Jul 06
ESE: Higher 2026 Guidance And Premium P/E Will Support Bullish Thesis
Analysts have lifted their price target for ESCO Technologies to $385 from $255, citing updated assumptions for revenue growth, profit margins, and a higher future P/E of 50.62 as key drivers of the new valuation view. What's in the News for ESCO Technologies ESCO Technologies maintained its full year 2026 earnings guidance, with revenue expected in the US$1.29b to US$1.33b range, described as 18% to 21% growth over the prior year.
Actualización de narrativa • Jun 22
ESE: Multiple Growth Engines And Raised Guidance Will Support Future Profitability
Analysts have raised their price target for ESCO Technologies to $420 from $400, citing updated assumptions around revenue growth, profit margins, discount rate, and future P/E as the primary factors behind the change. What’s in the News for ESCO Technologies Analyst coverage highlights ESCO Technologies as a company with multiple growth drivers across its Aerospace & Defense and Utility Solutions Group segments, supported by order and backlog activity in commercial aircraft and naval programs, and by an expanded testing and monitoring portfolio following the Megger acquisition (source: "ESCO Technologies: Multiple Growth Drivers Make The Premium Worth Paying").Artículo de análisis • Jun 20
ESCO Technologies (ESE) Stock Near Fair Value After Megger Deal And Aerospace Strength
Analyst commentary on ESCO Technologies (ESE) has focused on strong recent performance in its Aerospace & Defense and Utility Solutions Group segments, including the Megger acquisition and support from commercial aircraft production recovery. See our latest analysis for ESCO Technologies. ESCO Technologies’ recent momentum is strong, with a 31.63% 90-day share price return and 73.82% year to date, while its 5-year total shareholder return of 270.37% points to substantial longer term gains...
Actualización de narrativa • Jun 07
ESE: New Credit Facilities And Acquisition Will Support Stronger Profitability Profile
Analysts have lifted their price target for ESCO Technologies from $270 to $345. They point to updated assumptions around slightly higher discount rates, a revised revenue growth outlook, a modestly stronger profit margin profile, and a higher future P/E multiple.Actualización de narrativa • May 23
ESE: Raised 2026 Guidance Will Support Margin Expansion And Stronger Profitability
Analysts have maintained their $400 price target on ESCO Technologies, citing slightly adjusted assumptions for discount rate, revenue growth, profit margins, and future P/E that, in their view, broadly offset one another. What's in the News ESCO Technologies kept its full year 2026 earnings guidance in place, with revenue expected in a range of US$1.29b to US$1.33b, described as 18% to 21% growth over the prior year (Corporate guidance).Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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.Actualización de narrativa • 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).Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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).Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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).Actualización de narrativa • 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.Rentabilidad de los accionistas
| ESE | US Machinery | Mercado US | |
|---|---|---|---|
| 7D | -1.4% | -1.4% | -0.9% |
| 1Y | 29.8% | 29.2% | 14.2% |
Rentabilidad vs. Industria: ESE igualó a la industria US Machinery, que obtuvo un rendimiento del 29.2% el año pasado.
Rentabilidad vs. Mercado: ESE superó al mercado US, que obtuvo un rendimiento del 14.2% el año pasado.
Volatilidad de los precios
| ESE volatility | |
|---|---|
| ESE Average Weekly Movement | 5.1% |
| Machinery Industry Average Movement | 6.0% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
Precio estable de las acciones: ESE no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de ESE (5%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1990 | 3,392 | Bryan Sayler | www.escotechnologies.com |
ESCO Technologies Inc. suministra componentes y sistemas de ingeniería para la aviación, la marina, la defensa y la industria. El segmento aeroespacial y de defensa diseña y fabrica productos de filtración especializados, incluidos elementos de filtrado hidráulico y dispositivos de control de fluidos utilizados en aplicaciones aeroespaciales comerciales y de defensa; dispositivos electroexplosivos en miniatura para asientos eyectables de aviones militares y dispositivos de armado de misiles; fabrica y vende casquillos, pasadores, manguitos y componentes mecanizados con tolerancias de precisión para trenes de aterrizaje, cabezas de rotor, soportes de motor, controles de vuelo y sistemas de actuación para las industrias aeroespacial y de defensa; diseña, desarrolla y fabrica soluciones de reducción de firmas basadas en elastómeros para buques de la marina estadounidense; y proporciona soluciones de gestión de firmas y energía para misiones críticas.UU. y ofrece soluciones de gestión de energía y firmas para misiones críticas.
Resumen de fundamentos de ESCO Technologies Inc.
| Estadísticas fundamentales de ESE | |
|---|---|
| Capitalización bursátil | US$7.00b |
| Beneficios(TTM) | US$139.84m |
| Ingresos (TTM) | US$1.29b |
50.1x
Ratio precio-beneficio (PE)5.4x
Ratio precio-ventas (PS)¿Está ESE sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de ESE | |
|---|---|
| Ingresos | US$1.29b |
| Coste de los ingresos | US$748.51m |
| Beneficio bruto | US$542.19m |
| Otros gastos | US$402.36m |
| Beneficios | US$139.84m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 5.40 |
| Margen bruto | 42.01% |
| Margen de beneficio neto | 10.83% |
| Ratio deuda/patrimonio | 5.3% |
¿Cómo se ha desempeñado ESE a largo plazo?
Ver rendimiento histórico y comparativaDividendos
0.1%
Rentabilidad actual por dividendo6%
Ratio de pagos¿Paga ESE dividendos fiables?
Ver historial de dividendos e índices de referencia de ESE| fechas de dividendos de ESCO Technologies | |
|---|---|
| Fecha ex dividendo | Oct 01 2026 |
| Fecha de pago de dividendos | Oct 15 2026 |
| Días hasta ex dividendo | 17 days |
| Días hasta la fecha de pago de dividendos | 31 days |
¿Paga ESE dividendos fiables?
Ver historial de dividendos e índices de referencia de ESEAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/13 00:22 |
| Precio de las acciones al final del día | 2026/09/11 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/09/30 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
ESCO Technologies Inc. está cubierta por 14 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Richard Eastman | Baird |
| Liam Burke | B. Riley Securities, Inc. |
| John Quealy | Canaccord Genuity |