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The latest announcement is out from Esco Technologies ( (ESE) ).
For the quarter ended March 31, 2026, Esco Technologies reported a 33% year-on-year jump in sales to $309 million and a 26% rise in GAAP EPS from continuing operations to $1.29, with adjusted EPS up 63% to $1.91. Orders surged 42% to $378 million, driving record backlog of $1.5 billion, while year-to-date operating cash flow rose by $88 million to $135 million.
Growth was broad-based, led by the Aerospace & Defense segment, where Maritime contributed heavily to a 68% sales increase and record orders, while RF Test & Measurement rebounded on strong EMC and data-center demand and the Utility Solutions Group saw higher Doble sales offset softer renewables at NRG. Esco reaffirmed its fiscal 2026 revenue outlook, raised full-year adjusted EPS guidance, highlighted the pending Megger acquisition to expand its utility platform and declared a quarterly dividend of $0.08 per share payable July 17, 2026.
The most recent analyst rating on (ESE) stock is a Buy with a $400.00 price target. To see the full list of analyst forecasts on Esco Technologies stock, see the ESE Stock Forecast page.
Spark’s Take on ESE Stock
According to Spark, TipRanks’ AI Analyst, ESE is a Outperform.
The score is driven primarily by strong fundamentals (profitability, low leverage, improving returns) and a notably upbeat earnings update with raised guidance and record orders. Technicals also support the trend, while the main constraint is valuation (high P/E) and some sustainability/visibility risks (potentially non-recurring net margin, cash conversion vs. EBIT, and lumpy end-market timing).
To see Spark’s full report on ESE stock, click here.
More about Esco Technologies
Esco Technologies Inc., listed on the NYSE as ESE, operates across aerospace and defense, utility solutions and RF test and measurement markets. Its portfolio spans Navy and commercial aerospace components, utility testing and monitoring equipment through brands such as Doble and NRG, and electromagnetic compatibility and shielding solutions for government, industrial and data-center customers worldwide.
With a focus on mission-critical applications, the company targets long-cycle defense programs, electric-grid reliability and infrastructure testing needs. Recent moves, including the planned addition of Megger Group to its Utility Solutions Group, are aimed at building scale in utility diagnostics and strengthening its role as a key partner to utilities and other infrastructure operators globally.
Average Trading Volume: 303,407
Technical Sentiment Signal: Buy
Current Market Cap: $8.69B
For a thorough assessment of ESE stock, go to TipRanks’ Stock Analysis page.