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ESCO Technologies Inc.

ESE

Technology · 266.91 -1.4% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

ESCO Technologies Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 12 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.

Company-1.4% todayVolume comparison unavailable
Market group0 of 12 activeIndustrial-Tech Mix · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • Megger financing costs increased interest expense, partly offset by lower borrowings and lower average interest rates.
  • Higher Doble volumes supported EBIT, while lower NRG volumes offset part of the gain.

Invalidation: The isolated read changes if ESE's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Technology · Scientific & Technical Instruments

No new filing conclusion is available. 0 of 12 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Megger financing costs increased interest expense, partly offset by lower borrowings and lower average interest rates.
  • Higher Doble volumes supported EBIT, while lower NRG volumes offset part of the gain.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements122
Verified relationships9
Evidence supporting the case
  • Latest annual revenue changed +19.2% year over year.
  • Net margin changed +16.2 percentage points in the latest annual period.
  • Credit and interest rates has repeated favorable evidence across 5 filings.
  • Macroeconomic conditions has repeated favorable evidence across 5 filings.
  • Pricing and mix has repeated favorable evidence across 5 filings.
  • Demand and volume has repeated favorable evidence across 4 filings.
Evidence challenging the case

No qualifying adverse evidence was identified; that is not proof there is no downside.

Questions before a position
  • P/E is 27% below the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 30% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

266.91
6m-1.4%12m+32.9%24m—
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-09-30$715.4M-2.1%$2.42+0.3%
2022-09-30$857.5M+19.9%$3.16-0.6%
2023-09-30$855.8M-0.2%$3.58-0.7%
2024-09-30$919.1M+7.4%$3.94-0.0%
2025-09-30$1.1B+19.2%$11.55+0.1%

What management says matters

Persistent and emerging business drivers

Credit and interest ratespositive · 5 filings
“The increase in interest expense in the third quarter and first nine months of 2026 compared to the corresponding periods of 2025 was mainly due to approximately $7 million of debt financing costs incurred in the third quarter of 2026 related to the pending M…”
10-Q · Aug 10, 2026 ↗
Macroeconomic conditionsmixed · 5 filings
“The increase in EBIT in the third quarter and first nine months of 2026 compared to the corresponding periods of 2025 was mainly due to higher sales volumes and price increases partially offset by inflationary pressures.”
10-Q · Aug 10, 2026 ↗
Pricing and mixmixed · 5 filings
“The increase in EBIT in the third quarter and first nine months of 2026 compared to the corresponding periods of 2025 was mainly due to higher sales volumes and price increases partially offset by inflationary pressures.”
10-Q · Aug 10, 2026 ↗
Restructuring and cost reductionsnegative · 5 filings
“EBIT was negatively impacted by $0.9 million and $0.3 million in the first nine months of 2026 and 2025, respectively, by restructuring charges (primarily severance) and acquisition costs.”
10-Q · Aug 10, 2026 ↗

Valuation discipline

Descriptive valuation snapshot

Price/sales 6.3× · EV/sales 6.4×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

266.91-1.4% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for ESE. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for ESE. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind ESE

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

RBCRBC Bearings IncorporatedsupplierDec 1, 2025 ▾

“On May 20, 2025, the Company announced it had entered into a definitive agreement to sell VACCO Industries (VACCO) to RBC Bearings Incorporated (RBC), an international manufacturer and marketer of highly engineered precision bearings and products, headquarter…”

RBCRBC Bearings IncorporatedpartnerAug 11, 2025 ▾

“In the third quarter of 2025, the Company announced it had entered into a definitive agreement to sell VACCO Industries (VACCO) to RBC Bearings Incorporated.”

Depended on by

RALRalliant CorporationcompetitorFeb 26, 2026 ▾

“In the Company’s Sensors and Safety Systems segment, the main competitors include Esco Technologies, Ensign-Bickford Aerospace & Defense, Endress+Hauser, ifm Efector, and Brooks Instrument, among others.”

Filing peers

DRSTDYNPK

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 10 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

ESE is currently a Early Follower in the organic co-movement group Industrial-Tech Mix. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for ESE; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.