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ESCO Technologies Inc

ESCO Technologies Inc. supplies engineered components and systems to aviation, navy, defense, and industrial customers. Its Aerospace & Defense segment produces specialty filtration products, miniature electro-explosive devices, precision machined components, and signature reduction and power management solutions. The Utility Solutions Group provides diagnostic testing and decision support tools for renewable energy, while the RF Test & Measurement segment offers RF measurement and control products, turnkey test systems, and related accessories. The company was incorporated in 1990 and is based in Saint Louis, Missouri.

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United States
ESE▲

ESCO Q2 revenue misses estimates despite record backlog

ESCO Technologies reported second-quarter revenue of $339 million, slightly below Wall Street's $341.4 million estimate despite 14.4% year-over-year growth, while adjusted EPS of $2.20 beat the $2.12 consensus. The company raised its full-year revenue guidance midpoint to $1.32 billion from $1.31 billion and lifted adjusted EPS guidance to $8.35 at the midpoint, a 2.8% increase. Management cited strong order activity across aerospace, utility, and test segments, with backlog reaching $1.54 billion, up 31.7% year over year. During the earnings call, analysts questioned data center customer composition, sequential margin declines in Utility Solutions, defense growth drivers, the timing of a renewables recovery, and the integration timeline for the pending Megger acquisition.
ESE ▲
ESE · Capital · Positive Q2 EPS beat and raised full-year guidance despite revenue miss
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ESE

ESCO Misses Q2 Revenue Estimates but Raises Full-Year Guidance

ESCO Technologies reported second-quarter fiscal 2026 revenue of $339 million, missing analyst estimates of $341.4 million despite 14.4% year-on-year growth. Adjusted earnings per share of $2.20 beat the consensus of $2.12 by 3.9%, while adjusted EBITDA of $83.76 million fell short of the $84.55 million estimate. The company raised its full-year revenue guidance to $1.32 billion at the midpoint from $1.31 billion and increased its adjusted EPS outlook to $8.35, a 2.8% boost. Backlog surged 31.7% year on year to $1.54 billion, and the stock traded down 1.1% to $324.21 after the release.
ESE
ESE · Capital · Neutral Revenue miss and EBITDA shortfall offset by EPS beat and raised guidance
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Engineered Components Stocks Post Strong Q1, Applied Industrial Revenue Beats Estimates

Engineered components and systems stocks reported a strong first quarter, with the 13 companies tracked by StockStory beating revenue consensus estimates by 4.4% on average and issuing next-quarter revenue guidance 3.7% above expectations. Applied Industrial posted revenues of $1.25 billion, up 7.3% year-on-year and 2.2% above analyst forecasts, though it delivered the weakest guidance update among its peers. Arrow Electronics was the standout performer, with revenues surging 39% to $9.47 billion, exceeding estimates by 12.9% and providing the highest guidance raise. ESCO reported revenues of $309.3 million, up 33.5% but missing estimates by 3.4%, making it the weakest performer against analyst expectations. Share prices across the group have risen an average of 16.7% since the latest earnings results.
AIT ▲ARW ▲ESE ▼
AIT · Capital · Positive Applied Industrial beat revenue estimates by 2.2% and the sector posted strong Q1 results.
ARW · Capital · Positive Arrow Electronics was the standout performer with revenues surging 39%, exceeding estimates by 12.9% and providing the highest guidance raise.
ESE · Capital · Negative ESCO reported revenues missing estimates by 3.4%, making it the weakest performer against analyst expectations.
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