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Zack

Senior Analyst at Stephens

Zach Stephens is a Senior Analyst at Coherent Economics, specializing in industrial organization with a strong background in economic research and analysis. He has contributed to key projects involving major corporations across various sectors, demonstrating expertise in both quantitative and qualitative methods. Zach began his analytical career after completing advanced economic studies and has steadily progressed through research-focused roles, establishing himself at Coherent Economics as a lead project analyst. He holds relevant professional credentials in economics and analytical research, reflecting his commitment to methodological rigor and industry standards.

Zack's questions to ESCO TECHNOLOGIES (ESE) leadership

Question · Q4 2025

Zack, on behalf of Tommy Moll, inquired about the expected growth rates and margin trends for each segment going forward, and also asked for an update on the integration and financial performance of the SM&T Maritime acquisition.

Answer

Bryan Sayler, President and CEO, outlined core A&D growth in the 6%-8% range plus Maritime's contribution, Doble at 6%-8%, and Test at 3%-5%, with expected margin improvement across all segments. He reported that the cultural and financial integration of Maritime is on or slightly ahead of plan, and the business's financial results are exceeding original expectations, with significant new order activity.

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Fintool

Fintool can predict ESCO TECHNOLOGIES logo ESE's earnings beat/miss a week before the call

Question · Q4 2025

Zack, on behalf of Tommy Moll, inquired about the expected growth rates and margin trends for each segment going forward, and also asked for an update on the integration and financial performance of the SM&T Maritime acquisition.

Answer

Bryan Sayler, President and CEO, outlined core A&D growth in the 6%-8% range plus Maritime's contribution, Doble at 6%-8%, and Test at 3%-5%, with expected margin improvement across all segments. He reported that the cultural and financial integration of Maritime is on or slightly ahead of plan, and the business's financial results are exceeding original expectations, with significant new order activity.

Ask follow-up questions

Fintool

Fintool can write a report on ESCO TECHNOLOGIES logo ESE's next earnings in your company's style and formatting