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Esco Technologies Inc (ESE)
NYSE:ESE
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.75Last Year’s EPS
1.35Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a broadly positive operational and financial picture driven by a pronounced surge in orders, strong revenue growth, margin expansion, record adjusted EPS, robust cash flow, and an upgraded full-year outlook. Outperformance in the Test and Aerospace & Defense segments and accretive contribution from the ESCO Maritime acquisition were major positives. Offsetting risks include near-term weakness in the renewables/NRG business, lumpy Navy contract timing that limits visibility, and management's conservative year phasing despite the strong Q1. Overall the positives—substantial orders growth, margin and EPS expansion, improved cash flow, and raised guidance—outweigh the near-term headwinds and visibility constraints.Company Guidance
Record Order Intake
Booked over $550 million in orders in Q1, a 143% year-over-year increase; ESCO Maritime contributed ~$238 million of orders and all three segments posted double-digit organic orders growth.
Strong Revenue Growth and Contribution Mix
Reported sales grew 35% year-over-year (comprised of ~11% organic growth and ~$51 million of sales from the ESCO Maritime acquisition); Aerospace & Defense reported $144 million of sales with 14% organic growth in the quarter.
Margin Expansion and EPS Record
Adjusted EBIT margin expanded by 380 basis points to 19.4% companywide; Aerospace & Defense adjusted EBIT margin rose to 26.5% (over 500 bps improvement); adjusted EPS from continuing operations increased ~73% year-over-year to a Q1 record of $1.64 per share.
Test Segment Outperformance
Test business delivered orders up ~17% and sales up ~27% in Q1; adjusted EBIT margin rose to 13.8% (+320 bps). Management raised the Test full-year revenue growth outlook to 9%–11% (from prior 3%–5%).
Improved Cash Flow and Backlog
Operating cash flow more than doubled to $68.9 million in the quarter; record backlog reported companywide. Utility Solutions backlog finished at nearly $155 million, up ~8% since September 30.
Upgraded Full-Year Guidance
Full-year sales guidance midpoint increased by $20 million to a range of $1.29B–$1.33B; adjusted EPS guidance raised to $7.90–$8.15 (up $0.38 at the midpoint), implying 31%–35% growth versus 2025; full-year tax rate guidance lowered to 23.0%–23.5%.
Acquisition Value and Long-Term Contracts
The ESCO Maritime acquisition meaningfully contributed to orders and sales this quarter (material UK Navy contract awards); management expects the large Maritime programs to provide multi-year revenue support with increasing impact in 2027–2028.
ESE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ESE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 05, 2026 | $238.40 | $253.10 | +6.17% |
Nov 20, 2025 | $210.08 | $215.41 | +2.54% |
Aug 07, 2025 | $189.72 | $193.11 | +1.79% |
May 07, 2025 | $163.33 | $173.62 | +6.30% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Esco Technologies Inc (ESE) report earnings?
Esco Technologies Inc (ESE) is schdueled to report earning on May 13, 2026, After Close (Confirmed).
What is Esco Technologies Inc (ESE) earnings time?
Esco Technologies Inc (ESE) earnings time is at May 13, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ESE EPS forecast?
ESE EPS forecast for the fiscal quarter 2026 (Q2) is 1.75.