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ESCO Technologies Inc. Stock Price

NYSE:ESE Community·US$5.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 5 Fair Values set on narratives written by author

ESE Share Price Performance

US$0
-140.36 (-100.00%)
US$235.00
Fair Value
US$0
-140.36 (-100.00%)
Price US$0

ESE Community Narratives

AnalystHighTarget·
Fair Value US$235 12.2% undervalued intrinsic discount

Global Electrification And AUKUS Alliance Will Fuel Secular Demand

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AnalystConsensusTarget·
Fair Value US$255 19.1% undervalued intrinsic discount

Electrification, Grid Modernization And Digitalization Will Redefine Infrastructure Landscape

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AnalystLowTarget·
Fair Value US$168 22.9% overvalued intrinsic discount

Supply Chain And Regulation Will Impede Performance Despite Isolated Upsides

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Trending Discussion

Updated Narratives

ESE logo

ESE: Aerospace And Maritime Expansion Will Drive Margins Higher In 2026

Fair Value: US$255 19.1% undervalued intrinsic discount
2 users have followed this narrative
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ESE logo

Supply Chain And Regulation Will Impede Performance Despite Isolated Upsides

Fair Value: US$168 22.9% overvalued intrinsic discount
0 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
ESE logo

Global Electrification And AUKUS Alliance Will Fuel Secular Demand

Fair Value: US$235 12.2% undervalued intrinsic discount
0 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Excellent balance sheet with reasonable growth potential.

1 Risk
2 Rewards

ESCO Technologies Inc. Key Details

US$1.1b

Revenue

US$634.3m

Cost of Revenue

US$461.1m

Gross Profit

US$344.8m

Other Expenses

US$116.3m

Earnings

Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
4.49
42.09%
10.62%
12.1%
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.

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