ESCO Technologies Inc. (ESE)

Over the past six months, ESCO Technologies' stock price has increased by 62.00%. Key events impacting the stock include earnings reports, strategic transactions, dividends, and analyst ratings. In Q3 2025, ESCO Technologies reported a 27% increase in sales and a 25% rise in adjusted EPS. In Q4 2025, the company reported a 28.9% increase in sales and a 29.6% increase in adjusted EPS. ESCO completed the acquisition of Ultra Maritime's Signature Management & Power Business and the sale of VACCO Industries. The company announced quarterly cash dividends payable on October 16, 2025, and January 16, 2026. Analysts have a "Buy" consensus rating for ESCO Technologies.

While specific seasonal patterns are not detailed, ESCO Technologies' demand is influenced by broader market trends. The Utility Solutions Group benefits from the rising demand for power reliability and grid modernization, as well as higher solar product demand. The Aerospace & Defense segment's demand is strengthened by ongoing Navy and commercial aerospace orders, and the U.S. government's military budget. The Test segment experienced weaker demand in the United States and Asia in 2023-2024, but has recently shown a rebound in orders across other served markets. The proprietary nature of ESCO's products and services contributes to sustainable recurring revenue.

ESCO Technologies, Inc. is a diversified manufacturer of engineered products and systems serving utility, industrial, aerospace, and commercial applications. The company operates in the Industrials sector, focusing on Scientific & Technical Instruments and Machinery. Its business is divided into three segments: Aerospace & Defense (A&D), which designs and manufactures specialty filtration products and other components; Utility Solutions Group (USG), which develops diagnostic testing solutions for electric power grid operators and decision support tools for renewable energy; and RF Test & Measurement (Test), which designs and manufactures products and systems to measure and control radio frequency and acoustic energy.

ESCO Technologies has a global presence with manufacturing facilities in the United States, Finland, the United Kingdom, China, and Canada. The company distributes its products through a network of domestic and foreign distributors, sales representatives, in-house sales personnel, and direct sales teams across North America, Asia, and Europe.

ESCO Technologies maintains a positive brand reputation due to its high-quality products and customer service. Customers commend the durability and reliability of their solutions. The company's ability to deliver tailored solutions and provide strong technical support is also highlighted. An employee engagement survey reported an overall engagement favorability of 81%. While some customer feedback mentions pricing as a concern, the overall sentiment regarding product quality and customer satisfaction remains strong.

ESCO Technologies has significant institutional ownership, with 731 institutional owners and shareholders holding 34,775,926 shares, approximately 95.70% of the stock. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, IJR - iShares Core S&P Small-Cap ETF, State Street Corp, and Invesco Ltd. Company insiders have been net sellers, offloading 21,699 shares valued at approximately $4.78 million, and currently own about 0.70% of the company's stock.