CoverageForm 410-K10-Q8-K13D13G13F

ESE · Esco Technologies Inc - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · ESE

Income Statement

Line itemQ2 '26Q1 '26Q3 '25Q2 '25Q1 '25Q3 '24Q2 '24Q1 '24Q3 '23Q2 '23
Revenue$309.34M$289.66M$296.34M$265.52M$247.03M$260.78M$249.13M$218.31M$248.75M$229.14M
Cost of Revenue$178.03M$169.74M$174.35M$156.30M$148.64M$157.44M$152.35M$134.15M$147.27M$142.30M
Gross Profit$131.31M$119.92M$121.99M$109.22M$98.38M$103.35M$96.78M$84.16M$101.47M$86.84M
R&D----------
SG&A$62.83M$61.21M$62.04M$58.16M$58.78M$54.95M$55.10M$53.97M$55.38M$53.88M
Total Operating Expenses$265.48M$254.18M$263.27M$225.02M$217.09M$223.61M$219.91M$198.86M$213.24M$205.79M
D&A$13.07M$26.49M--$13.81M--$13.45M--
Operating Income$43.86M$28.05M$33.07M$40.50M$29.94M$37.17M$29.22M$19.45M$35.51M$23.35M
Interest Expense-$2.88M$7.92M$2.19M$2.26M$3.33M$3.23M$2.67M$2.50M$2.27M
Income Tax$10.31M$6.79M$8.31M$9.47M$6.47M$7.94M$6.00M$4.29M$7.56M$5.47M
Net Income$34.73M$28.69M$26.07M$31.03M$23.47M$29.23M$23.22M$15.17M$27.94M$17.88M
EPS - Basic$1.34$1.11$1.01$1.20$0.91$1.14$0.90$0.59$1.08$0.69
EPS - Diluted$1.34$1.11$1.01$1.20$0.91$1.13$0.90$0.59$1.08$0.69

Balance Sheet

Line itemQ2 '26Q1 '26Q3 '25Q2 '25Q1 '25Q3 '24Q2 '24Q1 '24Q3 '23Q2 '23
Cash & Equivalents$92.25M$103.82M$101.35M$57.40M$71.28M$65.96M$59.44M$51.40M$41.87M$48.22M
Accounts Receivable$256.83M$245.33M$253.55M$218.12M$202.66M$240.68M$187.53M$194.40M$198.56M$180.82M
Inventory$237.09M$227.15M$217.81M$231.20M$219.38M$209.16M$211.34M$202.58M$184.07M$185.75M
Accounts Payable$106.68M$92.29M$96.53M$81.24M$75.88M$98.37M$81.96M$77.96M$86.97M$79.62M
Current Assets$726.79M$689.65M$688.51M$660.75M$645.51M$668.65M$621.92M$603.20M$581.10M$570.14M
Total Assets$2.41B$2.40B$2.41B$1.82B$1.80B$1.84B$1.78B$1.77B$1.68B$1.68B
Current Liabilities$500.37M$518.39M$508.15M$322.02M$316.11M$349.85M$288.93M$304.69M$314.65M$297.06M
Long-term Debt$125.00M$125.00M$166.00M$68.00M$92.00M$102.00M$171.00M$152.00M$82.00M$141.00M
Total Liabilities$820.38M$838.13M$869.52M$538.33M$558.13M$601.27M$617.78M$618.43M$552.07M$601.81M
Stockholders' Equity$1.59B$1.56B$1.54B$1.28B$1.24B$1.24B$1.17B$1.15B$1.13B$1.08B
Retained Earnings$1.43B$1.40B$1.37B$1.13B$1.10B$1.08B$1.02B$1.00B$989.32M$933.50M

Cash Flow

Line itemQ2 '26Q1 '26Q3 '25Q2 '25Q1 '25Q3 '24Q2 '24Q1 '24Q3 '23Q2 '23
Operating Cash Flow-$68.86M--$34.17M--$8.75M--
Investing Cash Flow-($13.23M)--($7.79M)--($66.97M)--
Financing Cash Flow-($53.17M)--($18.09M)--$66.50M--
CapEx-$5.90M--$5.21M--$7.85M--
Free Cash Flow-$62.96M--$28.97M--$898.0K--

Ratios

MetricQ2 '26Q1 '26Q3 '25Q2 '25Q1 '25Q3 '24Q2 '24Q1 '24Q3 '23Q2 '23
Profitability
Gross margin42.4%41.4%41.2%41.1%39.8%39.6%38.8%38.6%40.8%37.9%
Operating margin14.2%9.7%11.2%15.3%12.1%14.3%11.7%8.9%14.3%10.2%
EBITDA margin18.4%18.8%--17.7%--15.1%--
Net margin11.2%9.9%8.8%11.7%9.5%11.2%9.3%6.9%11.2%7.8%
Free cash flow margin-21.7%--11.7%--0.4%--
FCF / Net income-2.19--1.23--0.06--
R&D / Revenue----------
SG&A / Revenue20.3%21.1%20.9%21.9%23.8%21.1%22.1%24.7%22.3%23.5%
Effective tax rate22.9%19.1%24.2%23.4%21.6%21.4%20.5%22.0%21.3%23.4%
Return on assets1.4%1.2%1.1%1.7%1.3%1.6%1.3%0.9%1.7%1.1%
Return on equity2.2%1.8%1.7%2.4%1.9%2.4%2.0%1.3%2.5%1.7%
Return on invested capital2.0%1.3%1.5%2.3%1.8%2.2%1.7%1.2%2.3%1.5%
Liquidity
Current ratio1.451.331.352.052.041.912.151.981.851.92
Quick ratio0.980.890.931.331.351.311.421.311.261.29
Cash ratio0.180.200.200.180.230.190.210.170.130.16
Leverage
Debt / Equity0.080.080.110.050.070.080.150.130.070.13
Debt / Assets0.050.050.070.040.050.060.100.090.050.08
Debt / EBITDA2.202.29--2.10--4.62--
Interest coverage-9.7x4.2x18.5x13.3x11.1x9.1x7.3x14.2x10.3x
Equity multiplier1.521.541.561.421.451.491.531.541.491.56
Liabilities / Assets0.340.350.360.300.310.330.350.350.330.36
Efficiency
Asset turnover0.130.120.120.150.140.140.140.120.150.14
Inventory turnover0.750.750.800.680.680.750.720.660.800.77
Days sales outstanding303d309d312d300d299d337d275d325d291d288d
Days inventory outstanding486d488d456d540d539d485d506d551d456d476d
Days payable outstanding219d198d202d190d186d228d196d212d216d204d
Cash conversion cycle570d599d566d650d652d594d585d664d532d560d
Valuation
P / E210.0x176.0x209.0x132.6x146.4x114.1x118.9x198.4x96.7x138.3x
P / B4.6x3.2x3.6x3.2x2.8x2.7x2.4x2.6x2.4x2.3x
P / S23.6x17.5x18.5x15.5x13.9x12.8x11.1x13.9x10.8x10.8x
EV / EBITDA128.8x93.1x--79.1x--95.0x--
Growth
Revenue growth (YoY)16.5%17.3%13.6%6.6%13.2%4.8%8.7%6.2%13.5%11.8%
Revenue CAGR (3y)10.5%12.1%10.6%9.0%11.8%12.9%14.3%10.2%12.9%8.3%
Revenue CAGR (5y)13.2%12.2%11.4%8.0%7.5%5.5%5.1%3.6%5.3%5.6%
Gross profit growth (YoY)20.2%21.9%18.0%12.9%16.9%1.8%11.4%6.4%19.9%13.4%
Operating income growth (YoY)8.3%-6.3%-11.0%38.6%53.9%4.7%25.1%2.9%20.4%15.9%
Net income growth (YoY)11.9%22.2%-10.8%33.7%54.7%4.6%29.9%3.0%20.6%7.8%
EPS growth (YoY)11.7%22.0%-10.6%33.3%54.2%4.6%30.4%3.5%21.3%7.8%
EPS CAGR (3y)24.8%24.9%4.3%23.3%27.4%25.6%13.2%4.3%14.5%0.5%
EPS CAGR (5y)16.7%16.4%7.0%12.0%-22.8%8.0%4.6%-2.2%8.1%12.7%
FCF growth (YoY)-117.4%--3125.6%-----
FCF CAGR (5y)-27.3%--------
Book value growth (YoY)24.1%26.2%24.5%9.5%7.2%9.4%7.9%8.2%7.9%5.8%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-09-30.

Business segments

$1.10B total
Aerospace And Defense$478.19M · 43.7%
Utility Solutions Group$380.00M · 34.7%
RFShielding And Test$237.20M · 21.7%

Geographic

$1.23B total
US$727.27M · 59.2%
Europe$156.40M · 12.7%
Non Us$132.88M · 10.8%
Asia$111.84M · 9.1%
CA$56.69M · 4.6%
Other1$43.18M · 3.5%

Peer comparison

Same SIC group: Communications Equipment, NEC

CompanyRevenue (last FY)Net marginROE
LITE$1.65B1.6%2.3%
HEAR$319.91M4.9%12.2%
REKR---73.4%
INSG$166.19M0.5%-20.7%
ITI$171.99M1.8%4.5%

Comparing ESCO TECHNOLOGIES INC against the 5 most active filers in the same SIC group.

Dividends

$0.32/share trailing 12 months · 0.0% YoY

Ex-datePer share
Apr 2, 2026$0.0800
Jan 2, 2026$0.0800
Oct 2, 2025$0.0800
Jul 2, 2025$0.0800
Apr 2, 2025$0.0800
Jan 2, 2025$0.0800
Oct 2, 2024$0.0800
Jul 3, 2024$0.0800
Mar 28, 2024$0.0800
Jan 3, 2024$0.0800
Oct 2, 2023$0.0800
Jul 3, 2023$0.0800
Mar 31, 2023$0.0800
Jan 4, 2023$0.0800
Oct 3, 2022$0.0800
Jul 1, 2022$0.0800
Apr 1, 2022$0.0800
Jan 3, 2022$0.0800
Sep 30, 2021$0.0800
Jun 30, 2021$0.0800
Mar 31, 2021$0.0800
Dec 31, 2020$0.0800
Sep 30, 2020$0.0800
Jul 1, 2020$0.0800