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ESCO Technologies Inc.NYSE:ESE Voorraadrapport

Marktkapitalisatie US$7.7b
Prijs aandeel
US$289.87
US$270
7.4% overgewaardeerd intrinsieke korting
1Y57.9%
7D-4.4%
Portefeuillewaarde
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ESCO Technologies Inc.

NYSE:ESE Voorraadrapport

Marktkapitalisatie: US$7.7b

ESCO Technologies (ESE) Aandelenoverzicht

ESCO Technologies Inc. levert technische componenten en systemen voor de luchtvaart, marine, defensie en industriële klanten. Meer informatie

ESE Community Fair Values

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ESCO Technologies Inc. Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor ESCO Technologies
Historische aandelenkoersen
Huidige aandelenkoersUS$289.87
52 Week HoogtepuntUS$346.20
52 Week LaagUS$174.92
Bèta1.18
1 maand verandering-5.79%
3 maanden verandering8.00%
1 Jaar Verandering57.92%
3 jaar verandering205.06%
5 jaar verandering206.13%
Verandering sinds IPO5,421.33%

Recent nieuws en updates

Narratiefupdate 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.
Narratiefupdate 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).

Recent updates

Narratiefupdate 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.
Narratiefupdate 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
Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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...
Narratiefupdate 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.
Narratiefupdate 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...
Narratiefupdate 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...
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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...
Narratiefupdate 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...
Narratiefupdate 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...

Rendement voor aandeelhouders

ESEUS MachineryUS Markt
7D-4.4%-2.6%-0.9%
1Y57.9%37.1%24.4%

Rendement versus industrie: ESE overtrof de US Machinery industrie, die het afgelopen jaar een rendement 37.1 % opleverde.

Rendement versus markt: ESE overtrof de US markt, die het afgelopen jaar een rendement opleverde van 24.4 %.

Prijsvolatiliteit

Is ESE's price volatile compared to industry and market?
ESE volatility
ESE Average Weekly Movement5.6%
Machinery Industry Average Movement6.5%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.1%

Stabiele aandelenkoers: ESE heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 6% ) van ESE is het afgelopen jaar stabiel geweest.

Over het bedrijf

OpgerichtWerknemersCEOWebsite
19903,392Bryan Saylerwww.escotechnologies.com

ESCO Technologies Inc. levert technische componenten en systemen voor de luchtvaart, marine, defensie en industriële klanten. Het segment Aerospace & Defense ontwerpt en produceert speciale filtratieproducten, waaronder hydraulische filterelementen en vloeistofregelapparaten die worden gebruikt in commerciële en defensie luchtvaart- en ruimtevaarttoepassingen; miniatuurelektro-explosieve apparaten voor schietstoelen van militaire vliegtuigen en raketwapenapparaten; produceert en verkoopt missiekritische bussen, pennen, moffen en machinaal bewerkte precisiecomponenten voor landingsgestellen, rotorkoppen, motorsteunen, vluchtregelaars en actuatiesystemen voor de luchtvaart- en defensie-industrie; ontwerpt, ontwikkelt en produceert op elastomeren gebaseerde signatuurreductieoplossingen voor Amerikaanse marineschepen; en levert missiekritische signatuur- en energiebeheeroplossingen voor de luchtvaart- en defensie-industrie Amerikaanse marineschepen; en biedt missiekritische oplossingen voor handtekening- en energiebeheer.

ESCO Technologies Inc. Samenvatting

Hoe verhouden de winst en inkomsten van ESCO Technologies zich tot de beurswaarde?
ESE fundamentele statistieken
MarktkapitalisatieUS$7.69b
Inkomsten(TTM)US$131.86m
Inkomsten(TTM)US$1.25b
57.0x
Koers/Winstverhouding
6.0x
P/S-verhouding

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
ESE resultatenrekening (TTM)
InkomstenUS$1.25b
Kosten van inkomstenUS$725.35m
BrutowinstUS$522.67m
Overige uitgavenUS$390.81m
InkomstenUS$131.86m

Laatst gerapporteerde inkomsten

Mar 31, 2026

Volgende inkomensdatum

n.v.t.

Winst per aandeel (EPS)5.09
Brutomarge41.88%
Nettowinstmarge10.57%
Schuld/Eigen Vermogen Verhouding9.1%

Hoe presteerde ESE op de lange termijn?

Bekijk historische prestaties en vergelijking

Dividenden

0.1%
Huidig dividendrendement
6%
Uitbetalingsratio

Betaalt ESE een betrouwbaar dividend?

Zie ESE dividendgeschiedenis en benchmarks
Wanneer moet je ESE kopen om een aanstaand dividend te ontvangen?
ESCO Technologies dividenddata
Ex Dividend DatumJul 02 2026
Betaaldatum dividendJul 17 2026
Dagen tot Ex-dividend47 days
Dagen tot dividendbetaaldatum62 days

Betaalt ESE een betrouwbaar dividend?

Zie ESE dividendgeschiedenis en benchmarks

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/15 09:47
Aandelenkoers aan het einde van de dag2026/05/15 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/09/30

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

ESCO Technologies Inc. wordt gevolgd door 14 analisten. 3 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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