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ESCO Technologies Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | $1.90 |
| EPS actual | $1.91 |
| EPS Surprise | 0.526% |
| Revenue estimate | 307.881M |
| Revenue actual | 309.341M |
| Revenue Surprise | 0.474% |
| Release date | Feb 05, 2026 |
| EPS estimate | $1.32 |
| EPS actual | $1.64 |
| EPS Surprise | 24.24% |
| Revenue estimate | 279.524M |
| Revenue actual | 289.659M |
| Revenue Surprise | 3.63% |
| Release date | Nov 20, 2025 |
| EPS estimate | $2.13 |
| EPS actual | $2.32 |
| EPS Surprise | 8.92% |
| Revenue estimate | 339.072M |
| Revenue actual | 352.674M |
| Revenue Surprise | 4.01% |
| Release date | Aug 07, 2025 |
| EPS estimate | $2.13 |
| EPS actual | $1.60 |
| EPS Surprise | -24.88% |
| Revenue estimate | 306.395M |
| Revenue actual | 296.344M |
| Revenue Surprise | -3.28% |
Last 4 Quarters for ESCO Technologies
Below you can see how ESE performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 07, 2025 |
| Price on release | $189.87 |
| EPS estimate | $2.13 |
| EPS actual | $1.60 |
| EPS surprise | -24.88% |
| Date | Price |
|---|---|
| Aug 01, 2025 | $191.54 |
| Aug 04, 2025 | $193.80 |
| Aug 05, 2025 | $191.88 |
| Aug 06, 2025 | $191.99 |
| Aug 07, 2025 | $189.87 |
| Aug 08, 2025 | $193.26 |
| Aug 11, 2025 | $194.20 |
| Aug 12, 2025 | $199.51 |
| Aug 13, 2025 | $194.35 |
| 4 days before | -0.87% |
| 4 days after | 2.36% |
| On release day | 1.79% |
| Change in period | 1.47% |
| Release date | Nov 20, 2025 |
| Price on release | $210.17 |
| EPS estimate | $2.13 |
| EPS actual | $2.32 |
| EPS surprise | 8.92% |
| Date | Price |
|---|---|
| Nov 14, 2025 | $220.37 |
| Nov 17, 2025 | $216.27 |
| Nov 18, 2025 | $215.53 |
| Nov 19, 2025 | $217.03 |
| Nov 20, 2025 | $210.17 |
| Nov 21, 2025 | $215.50 |
| Nov 24, 2025 | $224.36 |
| Nov 25, 2025 | $217.43 |
| Nov 26, 2025 | $212.93 |
| 4 days before | -4.63% |
| 4 days after | 1.31% |
| On release day | 2.54% |
| Change in period | -3.38% |
| Release date | Feb 05, 2026 |
| Price on release | $238.40 |
| EPS estimate | $1.32 |
| EPS actual | $1.64 |
| EPS surprise | 24.24% |
| Date | Price |
|---|---|
| Jan 30, 2026 | $228.17 |
| Feb 02, 2026 | $233.09 |
| Feb 03, 2026 | $238.88 |
| Feb 04, 2026 | $234.05 |
| Feb 05, 2026 | $238.40 |
| Feb 06, 2026 | $253.10 |
| Feb 09, 2026 | $268.94 |
| Feb 10, 2026 | $278.28 |
| Feb 11, 2026 | $283.19 |
| 4 days before | 4.48% |
| 4 days after | 18.79% |
| On release day | 6.17% |
| Change in period | 24.11% |
| Release date | May 07, 2026 |
| Price on release | $332.99 |
| EPS estimate | $1.90 |
| EPS actual | $1.91 |
| EPS surprise | 0.526% |
| Date | Price |
|---|---|
| May 01, 2026 | $326.96 |
| May 04, 2026 | $327.66 |
| May 05, 2026 | $339.35 |
| May 06, 2026 | $335.59 |
| May 07, 2026 | $332.99 |
| May 08, 2026 | $303.11 |
| May 11, 2026 | $297.85 |
| May 12, 2026 | $299.82 |
| May 13, 2026 | $300.25 |
| 4 days before | 1.84% |
| 4 days after | -9.83% |
| On release day | -8.97% |
| Change in period | -8.17% |
ESCO Technologies Earnings Call Transcript Summary of Q1 2026
Q1 2026 highlights: ESCO delivered a strong quarter driven by both organic growth and the ESCO Maritime acquisition. Orders topped $550 million (up 143% year-over-year), led by Aerospace & Defense and large UK Navy awards. Reported sales rose 35% (11% organic plus ~$51M from Maritime). Adjusted EBIT margin expanded 380 basis points to 19.4%, and adjusted EPS from continuing operations set a Q1 record of $1.64 (up ~73% YoY). Operating cash flow strengthened to $68.9M. Management raised full-year guidance: revenue guidance midpoint increased by $20M to a $1.29B–$1.33B range, and adjusted EPS guidance was raised to $7.90–$8.15 (up ~$0.38 at midpoint, implying ~31%–35% growth vs. 2025). Segment takeaways: Aerospace & Defense saw very strong orders (including Virginia class Block VI and UK Navy awards) and margin expansion; Utility Solutions had double-digit order growth at Doble but near-term renewables weakness as US developers focus on completing projects to satisfy tax-credit safe-harbor requirements; Test had a robust recovery with orders +17% and revenue +27%. Capital allocation: company is rebuilding an M&A pipeline and expects to deploy capital into strategic, accretive acquisitions (focus on utility, aircraft components, and Navy niches). Management emphasizes lumpy but durable Navy and A&D demand and expects renewables to normalize back to longer-term growth in late 2026/early 2027.
