ESCO Technologies Inc.

NYSE:ESE Stock Report

Market Cap: US$7.7b

ESCO Technologies Management

Management criteria checks 3/4

ESCO Technologies' CEO is Bryan Sayler, appointed in Jan 2023, has a tenure of 3.33 years. total yearly compensation is $5.59M, comprised of 14.9% salary and 85.1% bonuses, including company stock and options. directly owns 0.15% of the company’s shares, worth $11.30M. The average tenure of the management team and the board of directors is 5 years and 5.3 years respectively.

Key information

Bryan Sayler

Chief executive officer

US$5.6m

Total compensation

CEO salary percentage14.87%
CEO tenure3.3yrs
CEO ownership0.1%
Management average tenure5yrs
Board average tenure5.3yrs

Recent management updates

Recent updates

Narrative Update • 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).
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 Alpha
Narrative 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...

CEO Compensation Analysis

How has Bryan Sayler's remuneration changed compared to ESCO Technologies's earnings?
DateTotal CompensationSalaryCompany Earnings
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

Compensation vs Market: Bryan's total compensation ($USD5.59M) is below average for companies of similar size in the US market ($USD8.38M).

Compensation vs Earnings: Bryan's compensation has increased by more than 20% in the past year.

CEO

Bryan Sayler (58 yo)

3.3yrs
Tenure
US$5,586,139
Compensation

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...

Leadership Team

NamePositionTenureCompensationOwnership
Bryan Sayler
President3.3yrsUS$5.59m0.15%
$ 11.3m
Christopher Tucker
Senior VP & CFO5.1yrsUS$2.32m0.073%
$ 5.6m
David Schatz
Senior VP5.1yrsUS$1.37m0.099%
$ 7.5m
Kate Lowrey
Vice President of Investor Relationsno datano datano data
Steve Savis
Chief Human Resources Officerno datano datano data
Rowland Ellis
President of Aerospaceno datano datano data
Matthew Carrara
President of Utility Solutions Group3.3yrsno datano data
Bill Comeau
Aerospace & Defense Group Presidentno datano datano data
Peter Crawford
President of Maritime Solutionsno datano datano data
Michele Marren
VP & Corporate Controllerno datano datano data
Evan Vogel
President of NRG Systemsno datano datano data
Joe McCadden
President of Globe Composite Solutions5yrsno datano data
5.0yrs
Average Tenure
58yo
Average Age

Experienced Management: ESE's management team is seasoned and experienced (5 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Bryan Sayler
President3.3yrsUS$5.59m0.15%
$ 11.3m
Robert Phillippy
Independent Chairman12yrsUS$318.84k0.030%
$ 2.3m
Vinod Khilnani
Independent Director11.8yrsUS$245.58k0.084%
$ 6.4m
David Campbell
Independent Director1.7yrsUS$230.99k0%
$ 0
Janice Hess
Independent Director4yrsUS$233.04k0.027%
$ 2.1m
Patrick Dewar
Independent Director8.5yrsUS$254.91k0%
$ 0
Penelope McLean-Conner
Independent Director1.6yrsUS$320.39k0.0079%
$ 607.3k
Gloria Valdez
Independent Director6.5yrsUS$262.71k0.014%
$ 1.1m
5.3yrs
Average Tenure
63yo
Average Age

Experienced Board: ESE's board of directors are considered experienced (5.3 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/26 19:59
End of Day Share Price 2026/05/26 00:00
Earnings2026/03/31
Annual Earnings2025/09/30

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

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.

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