ESCO TECHNOLOGIES (ESE) Company Report

ESCO Technologies reported a strong Q4 2025, with adjusted earnings per share increasing 30% year-over-year to a record $2.32 and 8% organic sales growth.
For the full fiscal year 2025, the company achieved record performance, with adjusted earnings per share of $6.03, up 26%, and reported sales of nearly $1.1 billion, a 19% increase.
The Maritime acquisition significantly impacted results and is performing ahead of original expectations, having already booked over $200 million in orders in the first month of fiscal year 2026.
The company issued fiscal year 2026 guidance, projecting reported sales growth of 16%-20% and adjusted earnings per share between $7.50-$7.80, representing 24%-29% growth.
With a strong balance sheet (EBITDA to net debt ratio of 0.56 times), ESCO is actively pursuing M&A opportunities focused on its core aerospace, navy, or utility end markets.

Nov 20, 2025, 10:00 PM

Transcript

ESCO Technologies Reports Record Q4 and Full-Year 2025 Results, Issues Strong FY2026 Guidance

ESE

Earnings

Guidance Update

M&A

ESCO Technologies reported a record adjusted earnings per share of $2.32 for Q4 2025, a 30% year-over-year increase, contributing to a full fiscal year 2025 record of $6.03 adjusted EPS (up 26%) and nearly $1.1 billion in reported sales (up 19%).
The Maritime acquisition significantly impacted Q4 2025 results, with the business performing ahead of original expectations and booking over $200 million in orders in the first month of fiscal year 2026.
For fiscal year 2026, the company issued strong guidance, forecasting reported sales growth of 16%-20% and adjusted earnings per share between $7.50 and $7.80, representing 24%-29% growth.
ESCO achieved a breakout year in operating cash flow, delivering just over $200 million from continuing operations, and is actively pursuing M&A in its core aerospace, navy, or utility markets.

Nov 20, 2025, 10:00 PM

Transcript

ESCO Technologies Reports Strong Q4 and Full-Year 2025 Results, Provides 2026 Guidance

ESE

Earnings

Guidance Update

M&A

ESCO Technologies reported a strong Q4 2025, with adjusted earnings per share increasing 30% year-over-year to a record $2.32 and 8% organic sales growth.
For the full year 2025, the company achieved record adjusted earnings per share of $6.03, representing 26% growth, and reported sales of nearly $1.1 billion, up 19%.
The Maritime acquisition significantly contributed to performance, while the VACO divestiture was a pivotal step in portfolio evolution.
Operating cash flow for 2025 was $200 million, and the company ended the year with a strong EBITDA to net debt ratio of 0.56 times.
ESCO provided fiscal 2026 guidance with expected reported sales growth of 16%-20% and adjusted earnings per share in the range of $7.50-$7.80, representing 24%-29% growth.

Nov 20, 2025, 10:00 PM

Transcript

ESE Reports Strong Q4 and Full Year 2025 Results, Provides Positive FY 2026 Guidance

ESE

Earnings

Guidance Update

Revenue Acceleration/Inflection

ESE reported Q4 2025 sales of $352.7 million, a 29% increase, and Adjusted EPS of $2.32, up 30%.
For the full fiscal year 2025, sales grew 19.2% to $1,095.4 million, with Adjusted EPS reaching $6.03, a 26.4% increase.
The company's ending backlog significantly increased by 71% to $1.13 billion in Q4 2025.
Operating cash flow from continuing operations for FY 2025 was $200.4 million, a substantial improvement from $121.6 million in FY 2024.
ESE issued positive FY 2026 guidance, expecting sales to increase 16% to 20% (ranging from $1.27 billion to $1.31 billion) and Adjusted EPS to be in the range of $7.50 to $7.80 per share.

Nov 20, 2025, 10:00 PM

Presentation

ESCO Technologies Inc. Reports Strong Q4 and FY 2025 Results and Provides Positive FY 2026 Guidance

ESE

Earnings

Guidance Update

M&A

ESCO Technologies Inc. reported Q4 2025 sales of $353 million, a 29% increase, and Adjusted EPS from Continuing Operations of $2.32, up 30% from Q4 2024.
For the full fiscal year 2025, sales reached $1.1 billion, an 19% increase, with Adjusted EPS from Continuing Operations of $6.03, up 26% compared to FY 2024.
The company's FY 2025 entered orders increased 57% to $1.6 billion, leading to a record year-end backlog of $1.1 billion.
ESCO completed the sale of VACCO Industries in Q4 2025, recognizing an after-tax gain of $173 million.
For FY 2026, management expects net sales to grow 16% to 20% (to a range of $1.27 to $1.31 billion) and Adjusted EPS to increase 24% to 29% (to a range of $7.50 to $7.80 per share).

Nov 20, 2025, 9:16 PM

8-K

ESCO Technologies Inc. Announces Q3 2025 Results and Updates FY25 Guidance

ESE

Earnings

Guidance Update

M&A

ESCO Technologies Inc. reported strong Q3 2025 sales of $296.3 million, a 26.9% increase from Q3 2024, with organic sales up 11%. Adjusted EPS for the quarter was $1.60, a 25% increase.
Entered orders for Q3 2025 surged to $749.0 million, representing a 193.8% increase over Q3 2024, driven by Maritime and Globe orders. The company achieved a book-to-bill ratio of 2.53 and a record ending backlog of $1.17 billion, up 75% from September 30, 2024.
The company updated its full-year 2025 guidance for continuing operations, expecting sales to be in the range of $1.075 billion to $1.105 billion and Adjusted EPS to be between $5.75 and $5.90.

Aug 7, 2025, 9:00 PM

Presentation

ESCO Technologies Completes VACCO Industries Divestiture

ESE

M&A

ESCO Technologies Inc. (NYSE:ESE) completed the previously announced divestiture of VACCO Industries.
The divestiture was made to RBC Bearings Incorporated (NYSE: RBC).
The transaction resulted in approximately $275 million in net proceeds for ESCO Technologies.
The divestiture was completed on July 21, 2025, reflecting customary working capital adjustments since the announcement on May 20, 2025.

Jul 21, 2025, 12:00 PM

Press Release

ESCO Technologies Q2 2025 Results & Expansion Highlights

ESE

Earnings

Guidance Update

M&A

Revenue Acceleration/Inflection

Robust Q2 Performance: Sales rose by 7% to $266M with GAAP EPS at $1.20 and Adjusted EPS at $1.35—with a 24% year-over-year growth in adjusted EPS .
Record Orders & Backlog: Orders increased nearly 22% to $291M, driving a record backlog of $932M and a book-to-bill ratio of 1.10x .
Strategic Maritime Acquisition: Completed on April 25, the acquisition of SM&P—now rebranded as ESCO Maritime Solutions—is tracking at or above projections and expected to contribute $0.20–$0.30 EPS in FY25 .
Updated Guidance: Revised FY25 guidance now projects sales growth of 6%-8% (excluding Maritime) with Adjusted EPS between $5.85–$6.15 (also noted as $5.65–$5.85 in Q2 data) and Q3 Adjusted EPS of $1.50–$1.60, incorporating a net tariff impact of $2–$4M .
Strong Segment Performance: All segments—Aerospace & Defense, Utility Solutions, and Test—reported solid order and sales growth along with margin enhancements .

May 7, 2025, 9:01 PM

Transcript Presentation 8-K

ESCO Completes SM&P Acquisition for Naval Expansion

ESE

M&A

New Projects/Investments

ESCO Technologies Inc. announced the completion of its acquisition of the SM&P business from Ultra Maritime for $550 million in cash.
The acquisition adds significant scale to ESCO’s naval operations by integrating Signature Management and Power Management solutions into its Aerospace & Defense segment.
The company plans to update its FY 2025 guidance to reflect the acquisition impact in the upcoming Q2 earnings announcement on May 7, 2025.

Apr 28, 2025, 12:00 AM

8-K