ESCO Technologies

ESE

Market cap $5.5B

ESCO Technologies Inc. ( ESE ) Q4 2025 Earnings Call November 20, 2025 5:00 PM EST Company Participants Kate Lowrey - Vice President of Investor Relations Bryan Sayler - President, CEO & Director Christopher Tucker - Senior VP & CFO Conference Call Participants Zachary Marriott - Stephens Inc., Research Division Jonathan Tanwanteng - CJS Securities, Inc. Presentation Operator Good day, and thank you for standing by. Welcome to the Fourth Quarter 2025 ESCO Technologies Earnings Call.

- Q4 Sales increase 29% to $353 Million - Q4 Entered Orders increase 30% to $321 Million - Q4 GAAP EPS from Continuing Operations increases 14% to $1.73 - Q4 Adjusted EPS from Continuing Operations increases 30% to $2.32 - FY 2025 Sales increase 19% to $1.1 Billion - FY 2025 Entered Orders increase 57% to $1.6 Billion - FY 2025 GAAP EPS from Continuing Operations increases 13% to $4.49 - FY 2025 Adjusted EPS from Continuing Operations increases 26% to $6.03 - - Q4 Sales increase 29% to $353 Million - Q4 Entered Orders increase 30% to $321 Million - Q4 GAAP EPS from Continuing Operations increases 14% to $1.73 - Q4 Adjusted EPS from Continuing Operations increases 30% to $2.32 - FY 2025 Sales increase 19% to $1.1 Billion - FY 2025 Entered Orders increase 57% to $1.6 Billion - FY 2025 GAAP EPS from Continuing Operations increases 13% to $4.49 - FY 2025 Adjusted EPS from Continuing Operations increases 26% to $6.03 -

St. Louis, Oct. 22, 2025 (GLOBE NEWSWIRE) -- ESCO Technologies Inc. (NYSE:ESE) will report its fourth quarter financial results after the market close on Thursday, November 20, 2025, followed by a conference call where the financial results and related commentary will be discussed.   Event:       Fourth Quarter 2025 Conference Call Date:        Thursday, November 20Time:        4:00 p.m.

ESCO Technologies Inc. (NYSE:ESE ) Q3 2025 Earnings Conference Call August 7, 2025 5:00 PM ET Company Participants Bryan H. Sayler - President, CEO & Director Christopher L.

ESCO (ESE) Q3 Orders Surge 194%

- Q3 Sales increase 27% to $296 Million - Q3 GAAP EPS from Continuing Operations decreases 13% to $0.96 - Q3 Adjusted EPS from Continuing Operations increases 25% to $1.60 - Q3 Orders increase 194% to $749 Million / Book-to-Bill of 2.53x - Increasing Guidance for FY'25 Adjusted EPS from Continuing Operations to $5.75-5.90 (21%-24% growth) - - Q3 Sales increase 27% to $296 Million - Q3 GAAP EPS from Continuing Operations decreases 13% to $0.96 - Q3 Adjusted EPS from Continuing Operations increases 25% to $1.60 - Q3 Orders increase 194% to $749 Million / Book-to-Bill of 2.53x - Increasing Guidance for FY'25 Adjusted EPS from Continuing Operations to $5.75-5.90 (21%-24% growth) -

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

The Zacks Manufacturing - Electronics industry is gaining from strength across major end markets. ETN, EMR, ESE and AZZ are some notable stocks in the industry.

St. Louis, July 21, 2025 (GLOBE NEWSWIRE) -- ESCO Technologies Inc. (NYSE:ESE) completed the previously announced divestiture of VACCO Industries to RBC Bearings Incorporated (NYSE: RBC), an international manufacturer and marketer of highly engineered precision bearings and products, headquartered in Oxford, Connecticut. Net proceeds on the transaction were approximately $275 million reflecting customary working capital adjustments attributable to operating activities since the time of the transaction announcement on May 20, 2025.

OXFORD, Conn.--(BUSINESS WIRE)--RBC Bearings Incorporated (NYSE: RBC), a prominent international manufacturer of highly engineered precision bearings, components and essential systems for the aerospace, defense and industrial industries, today announced that it has completed its previously announced acquisition of VACCO Industries from ESCO Technologies Inc. (NYSE: ESE) for $275 million in cash subject to post-closing adjustments. The purchase price was paid with a draw under RBC's $500 million.