ESCO Technologies (ESE)
Builds aerospace, grid-diagnostic, and RF test systems for industrial and defense applications.
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Designs specialized aerospace and naval components, electric-grid diagnostic equipment and services, and RF test facilities. Revenue comes from engineered products, customer-specific systems, software, consulting, and testing, with government contracts and fixed-price projects creating material execution dependencies.
Designs engineered products across Aerospace & Defense, Utility Solutions Group, and RF Test & Measurement. Aerospace & Defense combines PTI and Crissair filtration and fluid-control components, Globe composite and signature-reduction systems, and ESCO Maritime Solutions' naval signature-management and quiet-propulsion equipment.
Sells grid diagnostic instruments, monitoring systems, software, consulting, and testing through Doble, Morgan Schaffer, and Altanova; NRG supplies wind and solar resource-measurement tools. ETS-Lindgren builds RF test facilities, shielded rooms, antennas, probes, absorbers, filters, and measurement software.
Operates mainly from the United States, with sales spanning Europe, Asia, Canada, and other markets. Proprietary engineering and customer-specific systems underpin execution. Government-funded work depends on appropriations and terminable contracts, while fixed-price projects carry cost-estimation exposure. The signed Megger acquisition remains subject to closing before it can expand Utility Solutions.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 10, 2026 | Deutsche Bank | Reiterate | Rating: —Target: $400 | Target: $413 |
| Apr 17, 2026 | Deutsche Bank | Target | Target: — | Target: $400 |
| Feb 9, 2026 | Stephens | Target | Target: $275 | Target: $300 |
| Nov 24, 2025 | Stephens | Target | Target: $145 | Target: $275 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $73.2M · Total debt $129.1M · Total assets $2.42B · Shareholders' equity $1.62B
- Revenue
- $339.0M
- Operating income
- $41.0M
- Net income
- $32.7M
HistoryDividendAnnual yieldUpcoming
| Institutions | ≈ 100.75% | 26.10M shares | |
|---|---|---|---|
| 459 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.53% | 137.1K shares | |
| 9 holders · as of May 4, 2026 | |||
| Adds to | 101.28% | ||
25.91M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 101.28%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 15.80% | 4.09M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 6.13% | 1.59M | as of Jun 30, 2026 |
Invesco Ltd.Institution | 5.81% | 1.51M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.51% | 1.17M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.20% | 1.09M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Nov 25, 2025 | Robert J. Phillippy | director | −3,700 | $222.53 |
| Nov 25, 2025 | David M. Schatz | officer: Sr. VP, Sec'y & Gen. Counsel | −2,498 | $225.65 |
| Nov 26, 2025 | Bryan H. Sayler | director, officer: CEO & PRESIDENT | −401 | $220.00 |
| Nov 25, 2025 | Bryan H. Sayler | director, officer: CEO & PRESIDENT | −9,382 | $220.00 |
| Nov 25, 2025 | Christopher L. Tucker | officer: Sr. Vice President & CFO | −5,000 | $220.15 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ESCO Technologies | $261.80 | −0.23% | $6.80B | 21.6 | 29.3 | 5.3 | +14.4% |
| Leonardo DRS | $36.99 | −2.54% | $10.13B | 31.6 | 27.8 | 2.7 | +10.1% |
| Curtiss-Wright | $555.20 | −2.26% | $20.98B | 39.1 | 34.6 | 5.7 | +5.4% |
| TransDigm Group | $1,102.99 | −0.60% | $62.07B | 33.7 | 23.7 | 6.2 | +22.6% |
| AMETEK | $244.69 | +1.43% | $55.29B | 35.3 | 28.0 | 7.0 | +15.0% |
| HEICO | $306.69 | +1.21% | $42.22B | 50.5 | 44.6 | 8.2 | +23.1% |
| Keysight Technologies | $341.92 | −0.03% | $58.45B | 47.1 | 25.7 | 8.9 | +36.5% |
| Median | 37.2 | 27.9 | 6.6 | +18.8% |