ESCO Technologies Inc.

NYSE:ESE Stok Raporu

Piyasa değeri: US$7.7b

ESCO Technologies Yönetim

Yönetim kriter kontrolleri 3/4

ESCO Technologies CEO'su Bryan Sayler, Jan2023 tarihinde atandı, in görev süresi 3.33 yıldır. in toplam yıllık tazminatı $ 5.59M olup, şirket hissesi ve opsiyonları dahil olmak üzere 14.9% maaş ve 85.1% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.15% ine doğrudan sahiptir ve bu hisseler $ 11.33M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 5 yıl ve 5.3 yıldır.

Anahtar bilgiler

Bryan Sayler

İcra Kurulu Başkanı

US$5.6m

Toplam tazminat

CEO maaş yüzdesi14.87%
CEO görev süresi3.3yrs
CEO sahipliği0.1%
Yönetim ortalama görev süresi5yrs
Yönetim Kurulu ortalama görev süresi5.3yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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).
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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).
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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 Tazminat Analizi

Bryan Sayler'un ücretlendirmesi ESCO Technologies'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Bryan 'nin toplam tazminatı ($USD 5.59M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 8.43M ).

Tazminat ve Kazançlar: Bryan 'in maaşı son bir yılda %20'den fazla arttı.


CEO

Bryan Sayler (58 yo)

3.3yrs
Görev süresi
US$5,586,139
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
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%
$ 7.6m
Kate Lowrey
Vice President of Investor Relationsno dataVeri yokVeri yok
Steve Savis
Chief Human Resources Officerno dataVeri yokVeri yok
Rowland Ellis
President of Aerospaceno dataVeri yokVeri yok
Matthew Carrara
President of Utility Solutions Group3.3yrsVeri yokVeri yok
Bill Comeau
Aerospace & Defense Group Presidentno dataVeri yokVeri yok
Peter Crawford
President of Maritime Solutionsno dataVeri yokVeri yok
Michele Marren
VP & Corporate Controllerno dataVeri yokVeri yok
Evan Vogel
President of NRG Systemsno dataVeri yokVeri yok
Joe McCadden
President of Globe Composite Solutions5yrsVeri yokVeri yok
5.0yrs
Ortalama Görev Süresi
58yo
Ortalama Yaş

Deneyimli Yönetim: ESE 'un yönetim ekibi deneyimli ve deneyimlidir ( 5 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
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%
$ 6.5m
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%
$ 609.0k
Gloria Valdez
Independent Director6.5yrsUS$262.71k0.014%
$ 1.1m
5.3yrs
Ortalama Görev Süresi
63yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: ESE 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 5.3 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/21 08:16
Gün Sonu Hisse Fiyatı2026/05/21 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/09/30

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

ESCO Technologies Inc. 14 Bu analistlerden 3, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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