ESCO Technologies Inc. (ESE) Stock

ESCO Technologies Inc. (ESE) is a Technology stock trading at $284.30 (as of 2026-08-20), with a market capitalization of $7.37B and a trailing P/E of 23.9. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

ESCO Technologies Inc. designs and manufactures engineered products and systems for industrial and commercial customers worldwide. It operates through Aerospace & Defense (including filtration components, signature reduction solutions, and precision machined parts), Utility Solutions (diagnostic testing for electric power equipment and decision support for wind and solar), and RF Shielding and Test.

Understand ESCO Technologies Inc.: how it makes money

ESCO Technologies Inc. designs and supplies engineered products and systems, including filtration products for commercial aerospace and defense, utility-related solutions, and RF shielding and test solutions, and it earns money by manufacturing and selling these engineered components and systems to industrial and commercial customers worldwide.

Segment profitability is closely linked to demand generation, especially the ability to secure entered orders in Aerospace and Defense and Utility Solutions, then convert those orders into segment revenue.

Revenue by segment (latest quarter)
A&D$0.1B
USG$0.1B
RF Test$0.1B

Business quality (Solid): Good clarity on the companys three operating segments and the presence of entered-orders operating metrics, but the provided dataset includes more detail on order tracking for some segments than others, and the segment revenue totals only approximate the latest quarter headline revenue.

Valuation: At 29× earnings, ESE trades 44% below the Semiconductors average (51×). Note: one-time items can distort reported P/E.

Bull case

  • Order activity is tracked at the segment level: Aerospace and Defense Segment Entered Orders are provided (0.11 USD_B), and Utility Solutions Group Segment Entered Orders are also provided (0.09 USD_B), which helps connect demand to future revenue.
  • Broad contribution across segments: Latest quarter segment revenue is split across Aerospace and Defense (0.14 USD_B), Utility Solutions Group (0.09 USD_B), and RF Shielding and Test (0.06 USD_B), rather than depending on a single line.

Bear case

  • Revenue may be sensitive to changes in entered-order flow: Because entered orders are a key operating metric, any slowdown in Aerospace and Defense or Utility Solutions order intake would be expected to pressure subsequent segment revenue conversion.
  • Smaller RF Shielding and Test revenue base: With RF Shielding and Test revenue at 0.06 USD_B in the provided data, negative developments in this segment could be harder to offset versus larger segments.
Valuation — source: SEC EDGAR (first-party)
Price$284.30
Market Cap$7.37B
P/E Ratio23.9
EV / EBITDA26.2
Price / Book4.65
Price / Sales6.23
FCF Yield3.1%
DCF Value (model)$56.67
DCF Upside vs Price-80.1%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$1.10B
Net Margin27.3%
Revenue Growth (YoY)16.5%
EPS Growth (YoY)11.7%
FCF Growth (YoY)-105.8%
Financial Health — source: SEC EDGAR
Altman Z-Score6.65 (safe)
Piotroski F-Score4/9 (moderate)
Valuation vs Sector & Industry
Stock P/E23.9
Sector P/E (Technology)33.9
Industry P/E (Electronic Equipment)39.4
vs Sector-29.6%
vs Industry-39.3%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($1.12B)
Institutional Holders Tracked10
Company
SectorTechnology
IndustryElectronic Equipment
CEOBryan H. Sayler
Employees3,242
CountryUS
IPO Date1990-10-01

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ESE earnings history · ESE institutional & insider holders · ESE KPIs & operating metrics · ESE financials · ESE investor presentations & press releases · ESE SEC filings · ESE peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.