ESCO Technologies (NYSE:ESE) Issues FY 2026 Earnings Guidance

ESCO Technologies (NYSE:ESE) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 8.000-8.250 for the period, compared to the consensus EPS estimate of 8.140. The company issued revenue guidance of $1.3 billion-$1.3 billion, compared to the consensus revenue estimate of $1.3 billion. ESCO Technologies also updated its Q3 2026 guidance to 2.050-2.150 EPS.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on the company. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $400.00 price target on shares of ESCO Technologies in a report on Friday, April 17th. Wall Street Zen downgraded ESCO Technologies from a “strong-buy” rating to a “buy” rating in a report on Sunday, February 15th. Finally, Weiss Ratings downgraded ESCO Technologies from a “buy (a-)” rating to a “buy (b)” rating in a report on Tuesday, February 10th. One equities research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average price target of $300.00.

ESCO Technologies Stock Performance

Shares of ESE traded down $4.02 during midday trading on Thursday, reaching $331.57. 299,987 shares of the stock were exchanged, compared to its average volume of 338,213. The business’s 50-day moving average price is $292.85 and its 200 day moving average price is $246.69. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.33 and a quick ratio of 0.89. ESCO Technologies has a twelve month low of $170.11 and a twelve month high of $346.20. The company has a market capitalization of $8.59 billion, a price-to-earnings ratio of 28.22, a PEG ratio of 2.09 and a beta of 1.18.

ESCO Technologies (NYSE:ESE) last posted its earnings results on Thursday, May 7th. The scientific and technical instruments company reported $1.91 EPS for the quarter, topping analysts’ consensus estimates of $1.84 by $0.07. ESCO Technologies had a return on equity of 12.55% and a net margin of 25.28%.The business had revenue of $309.34 million for the quarter, compared to analysts’ expectations of $307.88 million. During the same quarter in the previous year, the firm earned $1.35 earnings per share. The business’s revenue was up 33.5% compared to the same quarter last year. ESCO Technologies has set its Q3 2026 guidance at 2.050-2.150 EPS and its FY 2026 guidance at 8.000-8.250 EPS. On average, sell-side analysts expect that ESCO Technologies will post 8.1 EPS for the current fiscal year.

Institutional Trading of ESCO Technologies

Hedge funds and other institutional investors have recently made changes to their positions in the company. Alliancebernstein L.P. increased its position in ESCO Technologies by 1,204.3% in the 3rd quarter. Alliancebernstein L.P. now owns 432,050 shares of the scientific and technical instruments company’s stock valued at $91,210,000 after acquiring an additional 398,926 shares during the period. Invesco Ltd. increased its position in ESCO Technologies by 26.0% in the 3rd quarter. Invesco Ltd. now owns 891,144 shares of the scientific and technical instruments company’s stock valued at $188,129,000 after acquiring an additional 183,900 shares during the period. Millennium Management LLC increased its position in ESCO Technologies by 110.9% in the 3rd quarter. Millennium Management LLC now owns 186,455 shares of the scientific and technical instruments company’s stock valued at $39,363,000 after acquiring an additional 98,042 shares during the period. Jane Street Group LLC increased its position in ESCO Technologies by 402.4% in the 4th quarter. Jane Street Group LLC now owns 106,719 shares of the scientific and technical instruments company’s stock valued at $20,852,000 after acquiring an additional 85,476 shares during the period. Finally, Citadel Advisors LLC increased its position in ESCO Technologies by 2,113.4% in the 3rd quarter. Citadel Advisors LLC now owns 75,255 shares of the scientific and technical instruments company’s stock valued at $15,887,000 after acquiring an additional 71,855 shares during the period. Institutional investors and hedge funds own 95.70% of the company’s stock.

About ESCO Technologies

ESCO Technologies Inc is a diversified manufacturer of engineered products and systems designed to meet customers’ critical performance requirements in the test, measurement, control, and filtration of data, fluids, and gases. The company serves a wide range of end markets, including commercial aerospace, defense, industrial, medical, and communication network sectors. ESCO’s solutions are tailored to environments where reliability, precision and regulatory compliance are paramount.

Operating through multiple business segments, ESCO Technologies delivers test and measurement instruments such as RF and microwave components, signal distribution systems, and integrated test enclosures that support defense and aerospace programs.