Technology · Hardware, Equipment & Parts
Price
$332.78
Market Cap
$8.6B
Employees
3,242
Beta
1.13
Avg Volume
330,858
CEO
Bryan H. Sayler
Business Description
ESCO Technologies Inc. serves global industrial and commercial markets by offering specialized engineered products and sophisticated systems. The company operates through three primary business units: Aerospace & Defense, Utility Solutions Group, and RF Shielding and Test. The Aerospace & Defense division focuses on the creation and manufacturing of advanced filtration products, including hydraulic filter elements and fluid control devices for commercial aviation, unique filter mechanisms for satellite micro-propulsion, and bespoke filters for both crewed aircraft and submarines. This segment also develops and produces elastomeric-based solutions aimed at reducing the signature of U.S. naval vessels. Furthermore, it supplies essential, precision-machined components such as bushings, pins, sleeves, and other intricately crafted parts, which are critical for aircraft systems like landing gear, rotor heads, engine mounts, flight controls, and actuation systems within the aerospace and defense sectors. The Utility Solutions Group provides vital diagnostic testing capabilities, enabling operators of electric power grids to effectively assess the integrity of high-voltage power transmission equipment. Additionally, this group furnishes decision-making support tools specifically designed for the renewable energy industry, with a particular focus on wind and solar power generation. The RF Shielding and Test segment is dedicated to designing and manufacturing specialized facilities, such as RF test environments, secure communication sites, acoustic test chambers, RF and magnetically shielded rooms, and broadcasting and recording studios. Its product range encompasses RF absorptive materials and filters, active compensation systems, a variety of antennas and their associated masts, turntables, electric and magnetic probes, RF test cells, proprietary measurement software, and numerous other test accessories used for diverse testing applications. Complementing its product offerings, this segment delivers a comprehensive suite of services, including calibration for antennas and field probes, chamber certification, field surveys, customer training, and various product testing procedures. ESCO Technologies distributes its products and services through a multifaceted network comprising independent distributors, external sales representatives, dedicated direct sales teams, and its own internal sales personnel. The company was founded in 1990 and is headquartered in St. Louis, Missouri.
Business History
Price Overview
Price at report time · Jul 3, 4:49am (0m ago)
$332.78
Change · Jul 3
-7.04 (-2.07%)
Day Range
$324.79 – $342.20
52-Week Range
$174.92 – $362.15
50-Day MA
$315.68
200-Day MA
$256.33
Volume
239,016.00
Right now · live
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Real-time — the change above is the move since the report (over 0m).
Analyst Price Targets
Low
$300.00
Consensus
$350.00
High
$400.00
(6 analysts)
Share Structure
Outstanding
25,907,172.00
Float
25,755,097.00
Free Float
99.4%
High free float
— 99.4% of shares trade freely, ~0.6% held by insiders/institutions
Very liquid — most shares trade freely. Low insider ownership can mean less management alignment, but makes large position sizing straightforward.
Price History (1 Year)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
| Period | Revenue | Net Income | Net Margin | YoY/QoQ |
|---|
Key Metrics
API Direct from provider
CALC Derived from statements
P/E Ratio (Price per dollar of earnings)
APIStock Price / EPS (Diluted)
27.98
Stock Price: $332.78
EPS (Diluted): 11.55
EPS (Diluted): 11.55
P/B Ratio (Price vs net asset value)
APIStock Price / Book Value Per Share
3.55
Stock Price: $332.78
Total Equity: $1.54B
Shares: 25,910,000
Total Equity: $1.54B
Shares: 25,910,000
EV/EBITDA (Total value vs operating profit)
APIEnterprise Value / EBITDA
30.05
Market Cap: $8.62B
Total Debt: $186.00M
Cash: $101.35M
EBITDA: $245.38M
Total Debt: $186.00M
Cash: $101.35M
EBITDA: $245.38M
Enterprise Value (Takeover price (cap + debt - cash))
APIMarket Cap + Total Debt - Cash
$5.6B
Market Cap: $8.62B
Total Debt: $186.00M
Cash: $101.35M
Total Debt: $186.00M
Cash: $101.35M
Gross Margin (Revenue left after direct costs)
APIGross Profit / Revenue
42.1%
Gross Profit: $461.09M
Revenue: $1.10B
Revenue: $1.10B
Operating Margin (Revenue left after all operations)
APIOperating Income / Revenue
15.8%
Operating Income: $173.13M
Revenue: $1.10B
Revenue: $1.10B
Net Margin (Revenue left as actual profit)
APINet Income / Revenue
27.3%
Net Income: $299.22M
Revenue: $1.10B
Revenue: $1.10B
ROE (Profit from shareholder equity)
APINet Income / Total Equity
20.5%
Net Income: $299.22M
Total Equity: $1.54B
Total Equity: $1.54B
ROIC (Profit from all invested capital)
APINOPAT / Invested Capital
7.7%
Operating Income: $173.13M
Tax Rate: 23.9%
Equity: $1.54B
Total Debt: $186.00M
Cash: $101.35M
Tax Rate: 23.9%
Equity: $1.54B
Total Debt: $186.00M
Cash: $101.35M
Current Ratio (Can it pay short-term bills)
APICurrent Assets / Current Liabilities
1.35
Current Assets: $688.51M
Current Liabilities: $508.15M
Current Liabilities: $508.15M
Debt/Equity (Leverage — debt vs equity)
CALCTotal Debt / Total Equity
0.12
Short-Term Debt: $20.00M
Long-Term Debt: $166.00M
Total Debt: $186.00M
Total Equity: $1.54B
Long-Term Debt: $166.00M
Total Debt: $186.00M
Total Equity: $1.54B
Rev/Share (Top-line per share)
CALCRevenue / Shares Outstanding
$42.28
Revenue: $1.10B
Shares: 25,910,000
Shares: 25,910,000
Book Value/Share (Net assets per share)
CALC(Total Assets - Total Liabilities) / Shares
$59.47
Total Equity: $1.54B
Shares: 25,910,000
Shares: 25,910,000
FCF/Share (Real cash generated per share)
CALC(Operating Cash Flow + CapEx) / Shares
$7.32
Operating CF: $241.94M
CapEx: -$52.17M
Shares: 25,910,000
CapEx: -$52.17M
Shares: 25,910,000
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
APILast Annual Dividend / Stock Price
0.2%
Last Dividend: N/A
Stock Price: $332.78
Stock Price: $332.78
Payout Ratio (Earnings paid out as dividends)
Dividends Paid / Net Income
—
Dividends Paid: N/A
Net Income: $299.22M
Net Income: $299.22M
Dividends paid not available in cash flow statement
Industry Benchmarks
Compares ESE against LLM-researched typical ranges for its
industry. One research call per industry, cached indefinitely — every stock in the same industry
reuses the same baseline.
Deep Analysis
Pre-flight intelligence scans the company first, then routes to the right analytical methods.
0
Company Classification
— What type of company is this?
1
Industry Landscape
— Where is the industry headed?
2
Company Momentum
— Where is this company trending?
3
Forward Projection
— 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a
DCF Valuation
— Present value of future cash flows
4b
Earnings Power Value
— Floor value — worth with zero growth
4c
Anchored PE
— Industry PE adjusted for growth differential
4d
Reverse DCF
— What growth is the market pricing in?
4e
Revenue-Based DCF
— For growth/narrative companies (skip if mature earner)
4f
Anchored P/S
— Price-to-Sales peer comparison (skip if mature earner)
4g
Scenario Analysis
— Bull / Base / Bear (skip if mature earner)
4h
Dividend Discount Model
— For dividend/income stocks only
4i
Book Value Analysis
— For deep value / turnaround stocks only
4j
Insider Activity
— Are insiders buying or selling?
4f
Cash Flow Quality
— How trustworthy is the FCF?
4g
Debt Maturity Risk
— Can it handle its debt?
4h
Macro Environment
— Rates, market valuation, volatility
4i
Sector Intelligence
— How does this company compare within its sector?
4j
Revenue Confidence
— How reliable is the growth projection?
4k
Sensitivity Analysis
— How fragile is the fair value estimate?
4l
Sector Demand Cycle
— Is the sector in a boom, steady state, or contraction?
5
AI Investigation
— Adaptive research engine (Claude)
5b
Thesis Evaluation
— What does the market believe? (narrative/platform stocks only)
6
Valuation Synthesis
— Weighted verdict from all methods (requires Layer 4)
Income Statement (Annual)
Last updated: Jul 3, 2026 4:49am (just now)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $715.4M | $857.5M | $855.8M | $919.1M | $1.1B |
| Cost of Revenue | $445.0M | $525.5M | $502.7M | $530.6M | $634.3M |
| Gross Profit | $270.4M | $332.0M | $353.1M | $388.6M | $461.1M |
| Operating Expenses | $188.4M | $221.1M | $232.4M | $241.0M | $288.0M |
| Operating Income | $82.0M | $111.0M | $120.7M | $147.6M | $173.1M |
| Net Income | $63.5M | $82.3M | $92.5M | $101.9M | $299.2M |
| EBITDA | $125.0M | $159.6M | $166.8M | $198.4M | $245.4M |
| EPS | $2.44 | $3.17 | $3.59 | $3.96 | $11.55 |
| EPS (Diluted) | — | — | — | — | — |
Balance Sheet (Annual)
Last updated: Jul 3, 2026 4:49am (just now)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Cash & Equivalents | $56.2M | $97.7M | $41.9M | $66.0M | $101.4M |
| Total Current Assets | $466.2M | $572.6M | $581.1M | $668.6M | $688.5M |
| Total Assets | $1.6B | $1.7B | $1.7B | $1.8B | $2.4B |
| Current Liabilities | $275.0M | $318.1M | $314.7M | $349.9M | $508.1M |
| Long-Term Debt | $134.0M | $133.0M | $82.0M | $102.0M | $166.0M |
| Total Liabilities | $557.6M | $606.3M | $552.1M | $601.3M | $869.5M |
| Total Equity | $1.0B | $1.0B | $1.1B | $1.2B | $1.5B |
| Retained Earnings | $831.0M | $905.0M | $989.3M | $1.1B | $1.4B |
Cash Flow (Annual)
Last updated: Jul 3, 2026 4:49am (just now)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | $123.1M | $135.3M | $76.9M | $127.5M | $241.9M |
| Capital Expenditure | -$35.5M | -$45.0M | -$29.9M | -$40.2M | -$52.2M |
| Free Cash Flow | $87.7M | $90.3M | $47.0M | $87.4M | $189.8M |
| Acquisitions (net) | -$168.9M | -$10.9M | -$17.7M | -$56.4M | -$472.0M |
| Debt Repayment | — | — | — | — | — |
| Dividends Paid | — | — | — | — | — |
| Stock Buybacks | $0 | -$19.9M | -$12.4M | -$8.0M | $0 |
| Net Change in Cash | $3.7M | $41.5M | -$55.9M | $24.1M | $35.4M |
Analyst Estimates (Annual)
Last updated: Jul 3, 2026 4:49am (just now)| Metric | 2025 | 2026 | 2027 | 2028 |
|---|---|---|---|---|
| Revenue |
$1.1B $1.1B – $1.1B
|
$1.3B $1.3B – $1.3B
|
$1.5B $1.5B – $1.6B
|
$1.8B $1.8B – $1.8B
|
| EBITDA |
$222.0M $217.5M – $226.5M
|
$262.1M $260.1M – $264.1M
|
$308.2M $303.8M – $310.4M
|
$366.5M $366.5M – $366.5M
|
| Net Income |
$151.3M $149.4M – $153.3M
|
$212.0M $211.0M – $213.0M
|
$236.8M $233.7M – $239.9M
|
$291.9M $285.8M – $298.0M
|
| EPS | — | — | — | — |
Growth Trends (YoY %)
Last updated: Jul 3, 2026 4:49am (just now)| Metric | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue Growth | +19.9% | -0.2% | +7.4% | +19.2% |
| Gross Profit Growth | +22.8% | +6.3% | +10.0% | +18.7% |
| Operating Income Growth | +35.3% | +8.8% | +22.3% | +17.3% |
| Net Income Growth | +29.6% | +12.4% | +10.1% | +193.7% |
| EBITDA Growth | +27.7% | +4.5% | +18.9% | +23.7% |
Insider Trading (Recent)
Type codes
PPurchase
SSale
AAward / grant
MOption exercise
FIn-kind (tax)
CConversion
GGift
DReturn to issuer
All SEC Form 4 codes
Open market
- P Purchase
- Open-market or private purchase of shares.
- S Sale
- Open-market or private sale of shares.
Compensation (Rule 16b-3)
- A Award / grant
- Grant or award of securities (RSUs, options, etc.) under Rule 16b-3.
- D Return to issuer
- Securities disposed back to the company under Rule 16b-3.
- F In-kind (tax)
- Shares withheld or delivered to pay the option-exercise price or tax — not an open-market sale.
- I Discretionary
- Discretionary transaction under an employee plan — Rule 16b-3(f).
- M Option exercise
- Exercise or conversion of a derivative (option/RSU) into shares — exempt.
Derivatives
- C Conversion
- Conversion of a derivative security into the underlying shares.
- E Short expiration
- Expiration of a short derivative position.
- H Long expiration
- Expiration or cancellation of a long derivative position with value received.
- O OTM exercise
- Exercise of an out-of-the-money derivative.
- X ITM exercise
- Exercise of an in-the-money or at-the-money derivative.
Other exempt
- G Gift
- Bona fide gift of securities.
- L Small acquisition
- Small acquisition under Rule 16a-6.
- W Inheritance
- Acquisition or disposition by will or the laws of descent.
- Z Voting trust
- Deposit into or withdrawal from a voting trust.
Other
- J Other
- Other acquisition or disposition (explained in a Form 4 footnote).
- K Equity swap
- Transaction in an equity swap or similar instrument.
- U Tender / buyout
- Disposition via tender of shares in a change-of-control transaction.
Compensation-plan codes (A, D, F, M) are routine and rarely directional. Open-market P (buy) and S (sale) carry the most signal.
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-05-01 | Valdez Gloria L | M-Exempt | 197.00 | $0.00 | $0 |
| 2026-05-01 | Valdez Gloria L | D-Return | 106.46 | $0.00 | $0 |
| 2026-05-01 | Valdez Gloria L | M-Exempt | 197.00 | $326.96 | $64,411 |
| 2026-04-17 | Valdez Gloria L | A-Award | 2.14 | $0.00 | $0 |
| 2026-04-17 | PHILLIPPY ROBERT J | A-Award | 5.04 | $0.00 | $0 |
| 2026-04-17 | KHILNANI VINOD M | A-Award | 0.20 | $0.00 | $0 |
| 2026-04-17 | Hess Janice L. | A-Award | 0.25 | $0.00 | $0 |
| 2026-04-17 | Dewar Patrick M | A-Award | 6.03 | $0.00 | $0 |
| 2026-04-17 | Conner Penelope M | A-Award | 0.20 | $0.00 | $0 |
| 2026-04-17 | Campbell David A | A-Award | 0.92 | $0.00 | $0 |
| 2026-02-05 | Valdez Gloria L | M-Exempt | 1,349.00 | $0.00 | $0 |
| 2026-02-05 | Valdez Gloria L | D-Return | 0.25 | $0.00 | $0 |
| 2026-02-05 | Valdez Gloria L | M-Exempt | 1,349.00 | $238.40 | $321,602 |
| 2026-02-05 | PHILLIPPY ROBERT J | M-Exempt | 1,349.00 | $0.00 | $0 |
| 2026-02-05 | PHILLIPPY ROBERT J | D-Return | 0.25 | $0.00 | $0 |
| 2026-02-05 | PHILLIPPY ROBERT J | M-Exempt | 1,349.00 | $238.40 | $321,602 |
| 2026-02-05 | KHILNANI VINOD M | M-Exempt | 1,349.00 | $238.40 | $321,602 |
| 2026-02-05 | KHILNANI VINOD M | M-Exempt | 1,349.00 | $0.00 | $0 |
| 2026-02-05 | KHILNANI VINOD M | D-Return | 0.25 | $0.00 | $0 |
| 2026-02-05 | Hess Janice L. | M-Exempt | 1,349.00 | $238.40 | $321,602 |
Dividend History (Last 20)
Last updated: Jul 3, 2026 4:49am (just now)| Date | Dividend | Declaration | Record | Payment |
|---|---|---|---|---|
| 2026-07-02 | $0.08 | 2026-05-07 | 2026-07-02 | 2026-07-17 |
| 2026-04-02 | $0.08 | 2026-02-05 | 2026-04-02 | 2026-04-17 |
| 2026-01-02 | $0.08 | 2025-11-20 | 2026-01-02 | 2026-01-16 |
| 2025-10-02 | $0.08 | 2025-08-07 | 2025-10-02 | 2025-10-16 |
| 2025-07-02 | $0.08 | 2025-05-07 | 2025-07-02 | 2025-07-17 |
| 2025-04-02 | $0.08 | 2025-02-06 | 2025-04-02 | 2025-04-17 |
| 2025-01-02 | $0.08 | 2024-11-14 | 2025-01-02 | 2025-01-17 |
| 2024-10-02 | $0.08 | 2024-08-07 | 2024-10-02 | 2024-10-16 |
| 2024-07-03 | $0.08 | 2024-05-09 | 2024-07-03 | 2024-07-19 |
| 2024-03-28 | $0.08 | 2024-02-08 | 2024-04-01 | 2024-04-16 |
| 2024-01-03 | $0.08 | 2023-11-16 | 2024-01-04 | 2024-01-19 |
| 2023-10-02 | $0.08 | 2023-08-08 | 2023-10-03 | 2023-10-17 |
| 2023-07-03 | $0.08 | 2023-05-09 | 2023-07-05 | 2023-07-19 |
| 2023-03-31 | $0.08 | 2023-02-08 | 2023-04-03 | 2023-04-18 |
| 2023-01-04 | $0.08 | 2022-11-17 | 2023-01-05 | 2023-01-20 |
| 2022-10-03 | $0.08 | 2022-08-08 | 2022-10-04 | 2022-10-18 |
| 2022-07-01 | $0.08 | 2022-05-09 | 2022-07-05 | 2022-07-19 |
| 2022-04-01 | $0.08 | 2022-02-08 | 2022-04-04 | 2022-04-19 |
| 2022-01-03 | $0.08 | 2021-11-18 | 2022-01-04 | 2022-01-19 |
| 2021-09-30 | $0.08 | 2021-08-09 | 2021-10-01 | 2021-10-15 |
Narrative Economics
The story the market is telling about this stock — the intangible X-factor
(founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond
what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for ESE — it's generated by the pipeline (
market-narrative step).
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My Notes
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Data via Financial Modeling Prep · Cached for performance · fmp
v1.1.373 · 697c9e64 · 2026-07-02 20:17:59