ESCO Technologies（ESE）株式概要
ESCO Technologies Inc.は、航空、海軍、防衛、産業の顧客にエンジニアリング部品とシステムを提供している。 詳細
報酬
リスク分析
リスクチェックの結果、ESE 、リスクは検出されなかった。
ESE Community Fair Values
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Analyst Price Targets
ESCO Technologies Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$300.81 |
| 52週高値 | US$362.15 |
| 52週安値 | US$182.85 |
| ベータ | 1.12 |
| 1ヶ月の変化 | -7.57% |
| 3ヶ月変化 | 3.77% |
| 1年変化 | 59.86% |
| 3年間の変化 | 194.74% |
| 5年間の変化 | 241.83% |
| IPOからの変化 | 5,629.71% |
最新ニュース
Recent updates
ナラティブ更新 • 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.
ナラティブ更新 • 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").分析記事 • 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...Seeking Alpha • Jun 19
ESCO Technologies: Multiple Growth Drivers Make The Premium Worth Paying
Summary ESCO Technologies (ESE) earns a buy rating, driven by robust growth in Aerospace & Defense (A&D) and Utility Solutions Group (USG) segments. A&D segment benefits from commercial aircraft production recovery and long-cycle naval programs, with Q2 2026 orders up ~90% y/y and backlog up ~34%. USG, led by Doble and soon Megger, capitalizes on grid reliability trends, with Doble orders growing 20% and the Megger acquisition enhancing ESE's value proposition. ESE trades at 39x NTM PE, but strong backlog, raised FY26 EPS guidance ($8.00–$8.25), and consensus FY28 EPS of ~$10.6 support the premium valuation. Read the full article on Seeking Alpha
ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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).分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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).分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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).分析記事 • 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...ナラティブ更新 • 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.株主還元
| ESE | US Machinery | US 市場 | |
|---|---|---|---|
| 7D | -8.3% | -0.8% | 1.7% |
| 1Y | 59.9% | 35.8% | 20.0% |
業界別リターン: ESE過去 1 年間で35.8 % の収益を上げたUS Machinery業界を上回りました。
リターン対市場: ESE過去 1 年間で20 % の収益を上げたUS市場を上回りました。
価格変動
| ESE volatility | |
|---|---|
| ESE Average Weekly Movement | 5.1% |
| Machinery Industry Average Movement | 6.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: ESE 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ESEの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1990 | 3,392 | Bryan Sayler | www.escotechnologies.com |
は、航空、海軍、防衛、産業分野の顧客向けに設計部品やシステムを提供している。航空宇宙・防衛部門では、民間および防衛航空宇宙用途で使用される油圧フィルターエレメントや流体制御装置などの特殊ろ過製品、軍用機の射出座席やミサイル武装装置用の小型電気爆発装置、航空宇宙・防衛産業向けの着陸装置、ローターヘッド、エンジンマウント、フライトコントロール、アクチュエーションシステム用のミッションクリティカルなブッシング、ピン、スリーブ、精密公差機械加工部品の製造・販売、米海軍艦艇向けのエラストマーベースのシグネチャ低減ソリューションの設計・開発・製造、ミッションクリティカルなシグネチャおよび電源管理ソリューションの提供などを行っている。また、ミッションクリティカルなシグネチャおよび電源管理ソリューションを提供している。ユーティリティ・ソリューション・グループ部門は、診断テスト・ソリューションの開発・製造・提供、風力・太陽光を中心とする再生可能エネルギー産業向け意思決定支援ツールの設計・製造を行っている。RF試験・測定部門は、研究開発、規制順守、医療・セキュリティ用途向けにRFエネルギーを測定・制御する製品・システム、およびRF試験施設・測定システム、音響試験用エンクロージャー、RF・磁気シールドルーム、セキュア通信施設などのターンキーシステムの設計・製造を行っている。また、RF吸収材料、フィルター、アンテナ、フィールドプローブ、テストセル、独自の測定ソフトウェア、その他のテストアクセサリーの供給、校正および製品テスト、フィードスルーコンデンサ、大電流電源、電話、データ、制御ラインフィルター、高高度電磁波保護フィルターの提供も行っている。代理店、販売代理店、直販チーム、社内営業担当者を通じて製品を販売している。同社は1990年に法人化され、ミズーリ州セントルイスを拠点としている。
ESCO Technologies Inc. 基礎のまとめ
| ESE 基礎統計学 | |
|---|---|
| 時価総額 | US$7.78b |
| 収益（TTM） | US$139.84m |
| 売上高(TTM) | US$1.29b |
55.7x
PER（株価収益率6.0x
P/SレシオESE は割高か？
公正価値と評価分析を参照収益と収入
| ESE 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.29b |
| 売上原価 | US$748.51m |
| 売上総利益 | US$542.19m |
| その他の費用 | US$402.36m |
| 収益 | US$139.84m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 5.40 |
| グロス・マージン | 42.01% |
| 純利益率 | 10.83% |
| 有利子負債／自己資本比率 | 5.3% |
ESE の長期的なパフォーマンスは？
過去の実績と比較を見る| ESCO Technologies 配当日 | |
|---|---|
| 配当落ち日 | Oct 01 2026 |
| 配当支払日 | Oct 15 2026 |
| 配当落ちまでの日数 | 48 days |
| 配当支払日までの日数 | 62 days |
ESE 配当は確実ですか？
ESE 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/13 08:28 |
| 終値 | 2026/08/13 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/09/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
ESCO Technologies Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14
| アナリスト | 機関 |
|---|---|
| Richard Eastman | Baird |
| Liam Burke | B. Riley Securities, Inc. |
| John Quealy | Canaccord Genuity |