ESCO Technologies Inc.

NYSE:ESE 株式レポート

時価総額:US$8.6b

ESCO Technologies マネジメント

マネジメント 基準チェック /34

ESCO Technologiesの CEO はBryan Saylerで、 Jan2023年に任命され、 の在任期間は 3.5年です。 の年間総報酬は$ 5.59Mで、 14.9%給与と85.1%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.15%を直接所有しており、その価値は$ 12.72M 。経営陣と取締役会の平均在任期間はそれぞれ5.2年と5.4年です。

主要情報

Bryan Sayler

最高経営責任者

US$5.6m

報酬総額

CEO給与比率14.87%
CEO在任期間3.5yrs
CEOの所有権0.1%
経営陣の平均在職期間5.2yrs
取締役会の平均在任期間5.4yrs

経営陣の近況

Recent updates

ナラティブの更新 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
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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...
ナラティブの更新 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.
ナラティブの更新 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...
ナラティブの更新 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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...
ナラティブの更新 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...
ナラティブの更新 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.
分析記事 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...

CEO報酬分析

ESCO Technologies の収益と比較して、Bryan Sayler の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$132m

Dec 31 2025n/an/a

US$125m

Sep 30 2025US$6mUS$831k

US$116m

Jun 30 2025n/an/a

US$110m

Mar 31 2025n/an/a

US$114m

Dec 31 2024n/an/a

US$108m

Sep 30 2024US$3mUS$755k

US$103m

Jun 30 2024n/an/a

US$95m

Mar 31 2024n/an/a

US$95m

Dec 31 2023n/an/a

US$93m

Sep 30 2023US$4mUS$621k

US$86m

報酬と市場: Bryanの 総報酬 ($USD 5.59M ) は、 US市場 ($USD 8.35M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Bryanの報酬は過去 1 年間で 20% 以上増加しました。


CEO

Bryan Sayler (59 yo)

3.5yrs
在職期間
US$5,586,139
報酬

Mr. Bryan H. Sayler is President, Chief Executive Officer and Director of ESCO Technologies Inc. from January 01, 2023. He joined the ESCO Technologies Inc. on November 21, 2017. He was Utility Solutions G...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Bryan Sayler
President3.5yrsUS$5.59m0.15%
$ 12.7m
Christopher Tucker
Senior VP & CFO5.3yrsUS$2.32m0.073%
$ 6.3m
David Schatz
Senior VP5.3yrsUS$1.37m0.099%
$ 8.5m
Kate Lowrey
Vice President of Investor Relationsno dataデータなしデータなし
Steve Savis
Chief Human Resources Officerno dataデータなしデータなし
Rowland Ellis
President of Aerospaceno dataデータなしデータなし
Matthew Carrara
President of Utility Solutions Group3.5yrsデータなしデータなし
Bill Comeau
Aerospace & Defense Group Presidentno dataデータなしデータなし
Peter Crawford
President of Maritime Solutionsno dataデータなしデータなし
Michele Marren
VP & Corporate Controllerno dataデータなしデータなし
Evan Vogel
President of NRG Systemsno dataデータなしデータなし
Joe McCadden
President of Globe Composite Solutions5.2yrsデータなしデータなし
5.2yrs
平均在職期間
59yo
平均年齢

経験豊富な経営陣: ESEの経営陣は経験豊富で経験豊富です(平均在職期間は5.2年)。


取締役

名称ポジション在職期間報酬所有権
Bryan Sayler
President3.5yrsUS$5.59m0.15%
$ 12.7m
Robert Phillippy
Independent Chairman12.2yrsUS$318.84k0.030%
$ 2.6m
Vinod Khilnani
Independent Director11.9yrsUS$245.58k0.084%
$ 7.3m
David Campbell
Independent Director1.8yrsUS$230.99k0%
$ 0
Janice Hess
Independent Director4.2yrsUS$233.04k0.027%
$ 2.3m
Patrick Dewar
Independent Director8.7yrsUS$254.91k0%
$ 0
Penelope McLean-Conner
Independent Director1.8yrsUS$320.39k0.0079%
$ 683.7k
Gloria Valdez
Independent Director6.7yrsUS$262.71k0.014%
$ 1.2m
5.4yrs
平均在職期間
64yo
平均年齢

経験豊富なボード: ESEの 取締役会経験豊富 であると考えられます ( 5.4年の平均在任期間)。


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2026/07/06 19:44
終値2026/07/02 00:00
収益2026/03/31
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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