ESCO Technologies Future Growth
Future criteria checks 3/6
ESCO Technologies is forecast to grow earnings and revenue by 20.7% and 8% per annum respectively. EPS is expected to grow by 20.6% per annum. Return on equity is forecast to be 11.4% in 3 years.
Key information
20.7%
Earnings growth rate
20.58%
EPS growth rate
| Machinery earnings growth | 16.4% |
| Revenue growth rate | 8.0% |
| Future return on equity | 11.39% |
| Analyst coverage | Low |
| Last updated | 11 May 2026 |
Recent future growth updates
Recent updates
Narrative Update • 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.
Narrative Update • 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 AlphaNarrative Update • 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).Narrative Update • 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).Narrative Update • 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.Narrative Update • 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).Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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).Analysis Article • 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...Narrative Update • 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.
Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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).Analysis Article • 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...Narrative Update • 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.Analysis Article • 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...Analysis Article • 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...Analysis Article • May 14
ESCO Technologies Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
It's been a pretty great week for ESCO Technologies Inc. ( NYSE:ESE ) shareholders, with its shares surging 13% to...Earnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 9/30/2028 | 1,533 | 219 | N/A | N/A | 1 |
| 9/30/2027 | 1,410 | 198 | 250 | 290 | 3 |
| 9/30/2026 | 1,316 | 162 | 182 | 220 | 3 |
| 3/31/2026 | 1,248 | 132 | 209 | 259 | N/A |
| 12/31/2025 | 1,170 | 125 | 224 | 277 | N/A |
| 9/30/2025 | 1,095 | 116 | 190 | 242 | N/A |
| 6/30/2025 | 1,124 | 110 | 147 | 204 | N/A |
| 3/31/2025 | 953 | 114 | 128 | 167 | N/A |
| 12/31/2024 | 915 | 108 | 116 | 153 | N/A |
| 9/30/2024 | 919 | 103 | 87 | 128 | N/A |
| 6/30/2024 | 918 | 95 | 67 | 103 | N/A |
| 3/31/2024 | 933 | 95 | 61 | 102 | N/A |
| 12/31/2023 | 969 | 93 | 57 | 95 | N/A |
| 9/30/2023 | 856 | 86 | 47 | 77 | N/A |
| 6/30/2023 | 940 | 92 | 87 | 123 | N/A |
| 3/31/2023 | 910 | 87 | 71 | 107 | N/A |
| 12/31/2022 | 886 | 86 | 88 | 124 | N/A |
| 9/30/2022 | 858 | 82 | 90 | 135 | N/A |
| 6/30/2022 | 806 | 72 | 43 | 89 | N/A |
| 3/31/2022 | 769 | 63 | 45 | 89 | N/A |
| 12/31/2021 | 730 | 62 | 56 | 100 | N/A |
| 9/30/2021 | 715 | 63 | 88 | 123 | N/A |
| 6/30/2021 | 716 | 19 | 88 | 119 | N/A |
| 3/31/2021 | 707 | 23 | 85 | 118 | N/A |
| 12/31/2020 | 721 | 25 | 70 | 104 | N/A |
| 9/30/2020 | 730 | 23 | 41 | 82 | N/A |
| 6/30/2020 | 738 | 71 | 61 | 107 | N/A |
| 3/31/2020 | 744 | 71 | 67 | 110 | N/A |
| 12/31/2019 | 734 | 71 | N/A | 100 | N/A |
| 9/30/2019 | 726 | 77 | N/A | 105 | N/A |
| 6/30/2019 | 744 | 83 | N/A | 76 | N/A |
| 3/31/2019 | 758 | 83 | N/A | 77 | N/A |
| 12/31/2018 | 761 | 75 | N/A | 84 | N/A |
| 9/30/2018 | 684 | 86 | N/A | 93 | N/A |
| 6/30/2018 | 748 | 83 | N/A | 88 | N/A |
| 3/31/2018 | 726 | 76 | N/A | 64 | N/A |
| 12/31/2017 | 713 | 78 | N/A | 69 | N/A |
| 9/30/2017 | 686 | 54 | N/A | 67 | N/A |
| 6/30/2017 | 638 | 51 | N/A | 74 | N/A |
| 3/31/2017 | 607 | 50 | N/A | 101 | N/A |
| 12/31/2016 | 585 | 48 | N/A | 88 | N/A |
| 9/30/2016 | 571 | 46 | N/A | 74 | N/A |
| 6/30/2016 | 566 | 42 | N/A | 67 | N/A |
| 3/31/2016 | 560 | 41 | N/A | 59 | N/A |
| 12/31/2015 | 550 | 41 | N/A | 68 | N/A |
| 9/30/2015 | 537 | 42 | N/A | 66 | N/A |
| 6/30/2015 | 535 | 42 | N/A | 54 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: ESE's forecast earnings growth (20.7% per year) is above the savings rate (3.5%).
Earnings vs Market: ESE's earnings (20.7% per year) are forecast to grow faster than the US market (16.8% per year).
High Growth Earnings: ESE's earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: ESE's revenue (8% per year) is forecast to grow slower than the US market (11.6% per year).
High Growth Revenue: ESE's revenue (8% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: ESE's Return on Equity is forecast to be low in 3 years time (11.4%).
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/13 22:50 |
| End of Day Share Price | 2026/05/13 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/09/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
ESCO Technologies Inc. is covered by 14 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Richard Eastman | Baird |
| Liam Burke | B. Riley Securities, Inc. |
| John Quealy | Canaccord Genuity |