ESCO Technologies

ESE

Market cap $8.5B

Esco Technologies (ESE) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

ESCO Technologies (ESE) earns a buy rating, driven by robust growth in Aerospace & Defense (A&D) and Utility Solutions Group (USG) segments. A&D segment benefits from commercial aircraft production recovery and long-cycle naval programs, with Q2 2026 orders up ~90% y/y and backlog up ~34%. USG, led by Doble and soon Megger, capitalizes on grid reliability trends, with Doble orders growing 20% and the Megger acquisition enhancing ESE's value proposition.

ESCO Technologies NYSE: ESE reported strong fiscal second-quarter results and raised its full-year earnings outlook, citing broad-based order momentum, record backlog and gains from its ESCO Maritime acquisition.

ESCO Technologies Inc. (ESE) Q2 2026 Earnings Call Transcript

Esco Technologies (ESE) came out with quarterly earnings of $1.91 per share, beating the Zacks Consensus Estimate of $1.9 per share. This compares to earnings of $1.35 per share a year ago.

St. Louis, May 07, 2026 (GLOBE NEWSWIRE) -- ESCO Technologies Inc. (NYSE: ESE) (ESCO, or the Company) today reported its operating results for the second quarter ended March 31, 2026 (Q2 2026).     Operating Highlights Q2 2026 Sales increased $78 million (33.5 percent) to $309 million compared to $232 million in Q2 2025.

Esco Technologies (ESE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

St. Louis , April 23, 2026 (GLOBE NEWSWIRE) -- ESCO Technologies Inc. (NYSE:ESE) will report its second quarter financial results after the market close on Thursday, May 7, 2026, followed by a conference call where the financial results and related commentary will be discussed.

While near-term results were disappointing, Conestoga Capital Small Cap Composite believes the underlying fundamentals of the portfolio companies remain intact, continuing to focus on owning high-quality businesses. LeMaitre Vascular, Inc.'s operating income increased 47% on mid-teens revenue growth as the company consistently converted steady procedure-driven demand into outsized profit growth. The mix shift toward higher-value programs supported both RBC Bearings, Inc.'s growth and profitability, with aerospace and defense revenue increasing over 40% in the quarter.

Here is how Esco Technologies (ESE) and HireQuest, Inc. (HQI) have performed compared to their sector so far this year.