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ESE logo

ESCO Technologies Inc. Stock Price

NYSE:ESE Community·US$6.7b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 9 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

ESE Share Price Performance

US$0
-210.37 (-100.00%)
​
US$385.00
Fair Value
US$0
-210.37 (-100.00%)
​
Price US$0
Mon, 6 Jul 26
Fair ValueUS$385.00
Share Pricen/a

ESE Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$385 32.7% undervalued intrinsic discount

Electrification, Grid Modernization And Digitalization Will Redefine Infrastructure Landscape

0users have liked this narrative
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2users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$345 24.9% undervalued intrinsic discount

Supply Chain And Regulation Will Impede Performance Despite Isolated Upsides

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$420 38.3% undervalued intrinsic discount

Global Electrification And AUKUS Alliance Will Fuel Secular Demand

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0users have commented on this narrative
1users have followed this narrative
ESE logo
ESCO Technologies
32.7% undervalued intrinsic discount

Electrification, Grid Modernization And Digitalization Will Redefine Infrastructure Landscape

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 6 Jul
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ESE logo
ESCO Technologies
38.3% undervalued intrinsic discount

Global Electrification And AUKUS Alliance Will Fuel Secular Demand

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AN
AnalystHighTarget
AnalystHighTarget
Updated 22 Jun
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ESE logo
ESCO Technologies
24.9% undervalued intrinsic discount

Supply Chain And Regulation Will Impede Performance Despite Isolated Upsides

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 7 Jun
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
ESE logo

ESE: Higher 2026 Guidance And Premium P/E Will Support Bullish Thesis

Fair Value: US$385 32.7% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
ESE logo

ESE: Multiple Growth Engines And Raised Guidance Will Support Future Profitability

Fair Value: US$420 38.3% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
ESE logo

ESE: New Credit Facilities And Acquisition Will Support Stronger Profitability Profile

Fair Value: US$345 24.9% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Excellent balance sheet with reasonable growth potential.

0 Risks
4 Rewards
View Full Analysis

ESCO Technologies Inc. Key Details

US$1.3b

Revenue

US$748.5m

Cost of Revenue

US$542.2m

Gross Profit

US$402.4m

Other Expenses

US$139.8m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
5.40
42.01%
10.83%
5.3%
View Full Analysis

About ESE

Founded
1990
Employees
3392
CEO
Bryan Sayler
WebsiteView website
www.escotechnologies.com

ESCO Technologies Inc. provides engineered components and systems for aviation, navy, defense, and industrial customers. The Aerospace & Defense segment designs and manufactures specialty filtration products, including hydraulic filter elements and fluid control devices used in commercial and defense aerospace applications; miniature electro-explosive devices for military aircraft ejection seats and missile arming devices; manufactures and sells mission-critical bushings, pins, sleeves, and precision-tolerance machined components for landing gear, rotor heads, engine mounts, flight controls, and actuation systems for the aerospace and defense industries; designs, develops and manufactures elastomeric-based signature reduction solutions for U.S. naval vessels; and provides mission-critical signature and power management solutions. The Utility Solutions Group segment develops, manufactures, and delivers diagnostic testing solutions; and designs and manufactures decision support tools for the renewable energy industry, primarily wind and solar. The RF Test & Measurement segment designs and manufactures products and systems to measure and control RF energy for research and development, regulatory compliance, and medical and security applications; and turnkey systems, such as RF test facilities and measurement systems, acoustic test enclosures, RF and magnetically shielded rooms, and secure communication facilities. This segment also supplies RF absorptive materials, filters, antennas, field probes, test cells, proprietary measurement software, and other test accessories; and offers calibration and product tests, feedthrough capacitors, high current power, telephone, data and control line filters, and high-altitude electromagnetic protection filters. It distributes its products through distributors, sales representatives, direct sales teams, and in-house sales personnel. The company was incorporated in 1990 and is based in Saint Louis, Missouri.

Recent ESE News & 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

Recent updates

No updates

ESCO Technologies Inc. Competitors

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