ESCO Technologies (NYSE:ESE) Releases Q4 2026 Earnings Guidance

ESCO Technologies (NYSE:ESE) issued an update on its fourth quarter 2026 earnings guidance on Thursday. The company provided EPS guidance of 2.550-2.650 for the period, compared to the consensus EPS estimate of 2.550. The company issued revenue guidance of -, compared to the consensus revenue estimate of $378.2 million. ESCO Technologies also updated its FY 2026 guidance to 8.300-8.400 EPS.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on the stock. JPMorgan Chase & Co. assumed coverage on shares of ESCO Technologies in a research note on Monday, June 15th. They issued an “overweight” rating and a $420.00 price objective for the company. Weiss Ratings upgraded shares of ESCO Technologies from a “buy (a-)” rating to a “buy (a)” rating in a report on Tuesday, July 21st. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $400.00 price target on shares of ESCO Technologies in a research note on Friday, April 17th. Finally, Wall Street Zen lowered shares of ESCO Technologies from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Two research analysts have rated the stock with a Strong Buy rating, two have given a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average target price of $410.00.

ESCO Technologies Stock Down 6.9%

ESCO Technologies stock opened at $305.38 on Friday. The firm has a market capitalization of $7.91 billion, a price-to-earnings ratio of 25.15, a price-to-earnings-growth ratio of 2.01 and a beta of 1.10. The firm’s fifty day moving average price is $324.18 and its two-hundred day moving average price is $296.02. ESCO Technologies has a 1-year low of $174.92 and a 1-year high of $362.15. The company has a current ratio of 1.45, a quick ratio of 0.98 and a debt-to-equity ratio of 0.08.

ESCO Technologies (NYSE:ESE) last posted its earnings results on Thursday, August 6th. The scientific and technical instruments company reported $2.20 EPS for the quarter, topping the consensus estimate of $2.12 by $0.08. ESCO Technologies had a net margin of 24.39% and a return on equity of 13.40%. The company had revenue of $339.03 million during the quarter, compared to the consensus estimate of $341.40 million. During the same period in the previous year, the firm posted $1.60 earnings per share. The firm’s revenue for the quarter was up 14.4% on a year-over-year basis. ESCO Technologies has set its FY 2026 guidance at 8.300-8.400 EPS and its Q4 2026 guidance at 2.550-2.650 EPS. On average, equities research analysts predict that ESCO Technologies will post 8.2 earnings per share for the current fiscal year.

ESCO Technologies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 15th. Shareholders of record on Thursday, October 1st will be issued a dividend of $0.08 per share. This represents a $0.32 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend is Thursday, October 1st. ESCO Technologies’s payout ratio is currently 2.69%.

Key Stories Impacting ESCO Technologies

Here are the key news stories impacting ESCO Technologies this week:

• Positive Sentiment: ESCO reported fiscal Q3 2026 adjusted earnings of $2.20 per share, exceeding the $2.12 consensus estimate and rising from $1.60 a year earlier. Revenue increased 14.4% year over year to $339.03 million. ESCO Technologies Q3 earnings report
• Positive Sentiment: Management raised fiscal 2026 EPS guidance to $8.30–$8.40, above the analyst consensus of $8.19. The company maintained revenue guidance of approximately $1.3 billion, indicating continued expectations for solid full-year growth. ESCO Technologies raises guidance
• Positive Sentiment: ESCO declared a quarterly dividend of $0.08 per share, payable October 15 to shareholders of record October 1. The payout provides a modest shareholder return, although the annualized yield is only about 0.1%.
• Neutral Sentiment: Fourth-quarter EPS guidance of $2.55–$2.65 brackets the $2.55 consensus estimate, offering little immediate indication of a major forecast revision. ESCO third-quarter results
• Negative Sentiment: Quarterly revenue of $339.03 million fell short of the $341.40 million analyst estimate. The modest miss may be weighing on the stock even though earnings exceeded expectations and full-year EPS guidance was raised.

Institutional Investors Weigh In On ESCO Technologies

Several institutional investors have recently bought and sold shares of ESE. Virtu Financial LLC bought a new position in shares of ESCO Technologies during the fourth quarter valued at about $586,000. Invesco Ltd. grew its position in ESCO Technologies by 17.8% in the 4th quarter. Invesco Ltd. now owns 1,050,093 shares of the scientific and technical instruments company’s stock worth $205,178,000 after purchasing an additional 158,949 shares in the last quarter. First Citizens Bank & Trust Co. grew its position in ESCO Technologies by 1.3% in the 4th quarter. First Citizens Bank & Trust Co. now owns 3,397 shares of the scientific and technical instruments company’s stock worth $664,000 after purchasing an additional 42 shares in the last quarter. State of Tennessee Department of Treasury increased its stake in ESCO Technologies by 7.6% in the 4th quarter. State of Tennessee Department of Treasury now owns 11,854 shares of the scientific and technical instruments company’s stock valued at $2,316,000 after buying an additional 836 shares during the last quarter. Finally, NewEdge Advisors LLC increased its stake in ESCO Technologies by 59.3% in the 4th quarter. NewEdge Advisors LLC now owns 3,115 shares of the scientific and technical instruments company’s stock valued at $609,000 after buying an additional 1,160 shares during the last quarter. Institutional investors own 95.70% of the company’s stock.

About ESCO Technologies

ESCO Technologies Inc is a diversified manufacturer of engineered products and systems designed to meet customers’ critical performance requirements in the test, measurement, control, and filtration of data, fluids, and gases. The company serves a wide range of end markets, including commercial aerospace, defense, industrial, medical, and communication network sectors. ESCO’s solutions are tailored to environments where reliability, precision and regulatory compliance are paramount.

Operating through multiple business segments, ESCO Technologies delivers test and measurement instruments such as RF and microwave components, signal distribution systems, and integrated test enclosures that support defense and aerospace programs.