The earnings call highlighted strong revenue and earnings growth, particularly in the Aerospace & Defense and Test segments, along with successful completion of strategic portfolio transitions. Despite challenges in the Utility Group and some market uncertainties, the overall performance and future outlook remain positive.

Company Guidance

During the Q3 2025 ESCO Technologies Earnings Conference Call, the company provided optimistic guidance for the remainder of the fiscal year, highlighting several key metrics. ESCO reported a record backlog of nearly $1.2 billion and a robust sales growth of 27% in the quarter, with 11% attributed to organic growth. The Aerospace & Defense segment experienced a 20% increase in revenue for the quarter and 15% year-to-date, driven by strong orders, including over $80 million for Virginia and Columbia Class submarines. The Test business saw a 21% growth in revenue compared to the previous year, with margins improving by 350 basis points sequentially. Despite a relatively flat quarter for the Utility Solutions Group in terms of sales and margins, strong order growth indicates positive future sales momentum. Consequently, ESCO raised its full-year guidance, expecting over 20% adjusted EPS growth compared to the prior year.

Significant Revenue and Earnings Growth

Sales growth was nearly 27% on a reported basis and 11% on an organic basis. Adjusted earnings per share increased by 25% to $1.60 per share.

Aerospace & Defense Segment Success

Aerospace revenue was up almost 20% in the quarter and 15% year-to-date. The segment achieved a 560 basis point increase in margin and ended the period with record backlog.

Record Backlog

Ended Q3 with a backlog of nearly $1.2 billion, a new record for ESCO.

Successful Portfolio Transition

Completion of the Maritime acquisition and VACCO divestiture marked an important step forward in the execution of ESCO's portfolio strategy.

Test Business Growth

The Test business had a strong revenue quarter with 21% growth over the prior year and improved margins by 350 basis points sequentially.

Esco Technologies (ESE) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ESE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 13, 2025	2025 (Q4)	2.13 / -	1.46	―	―	―
Aug 07, 2025	2025 (Q3)	1.65 / 1.57	1.16	35.34% (+0.41)
May 07, 2025	2025 (Q2)	1.25 / 1.35	0.94	43.62% (+0.41)
Feb 06, 2025	2025 (Q1)	0.73 / 1.07	0.62	72.58% (+0.45)
Nov 14, 2024	2024 (Q4)	1.44 / 1.46	1.25	16.80% (+0.21)
Aug 07, 2024	2024 (Q3)	1.20 / 1.16	1.09	6.42% (+0.07)
May 09, 2024	2024 (Q2)	0.87 / 0.94	0.76	23.68% (+0.18)
Feb 08, 2024	2024 (Q1)	0.65 / 0.62	0.6	3.33% (+0.02)
Nov 16, 2023	2023 (Q4)	1.22 / 1.25	1.21	3.31% (+0.04)
Aug 08, 2023	2023 (Q3)	1.00 / 1.09	0.89	22.47% (+0.20)

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
Aug 07, 2025	$189.87	$193.26	+1.79%
May 07, 2025	$163.46	$173.76	+6.30%
Feb 06, 2025	$132.30	$158.42	+19.74%
Nov 14, 2024	$139.79	$144.08	+3.07%

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 (ESE) report earnings?

Esco Technologies (ESE) is schdueled to report earning on Nov 13, 2025, After Close (Confirmed).

What is Esco Technologies (ESE) earnings time?

Esco Technologies (ESE) earnings time is at Nov 13, 2025, 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 2025 (Q4) is 2.13.

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