Education
About Us
Working with TipRanks
Follow Us
Esco Technologies Inc (ESE)
NYSE:ESE
Earnings Data
Report Date
Aug 11, 2025TBA Not Confirmed
Period Ending
2025 (Q3)Consensus EPS Forecast
1.67Last Year’s EPS
1.16Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: 11.48%
|Next Earnings Date:Aug 11, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a positive sentiment overall, with significant growth in orders, strong financial performance, and successful acquisition integration. While there are some challenges, such as the impact of tariffs and moderation in certain segments, the highlights significantly outweigh the lowlights.Company Guidance
During the Q2 2025 earnings call for ESCO Technologies, Inc., management provided updated guidance reflecting robust performance and strategic acquisitions. The company reported a 6.6% increase in sales and a remarkable 22% growth in orders, leading to a record backlog of $932 million. Adjusted EBIT margins were strong at 18%, contributing to a 24% rise in adjusted earnings per share, reaching $1.35. The acquisition of ESCO Maritime Solutions is expected to add $90 to $100 million in sales and $0.20 to $0.30 in earnings per share for the year. Consequently, the company raised its full-year adjusted earnings per share guidance to $5.85 to $6.15, despite anticipated tariff impacts ranging from $2 to $4 million. The company's leverage ratio improved to 0.3 times due to solid cash flow performance, positioning it well post-acquisition.Record Backlog and Order Growth
Orders were up nearly 22% in the quarter, resulting in a record backlog of $932 million. All three reporting segments contributed to this growth.
Strong Financial Performance
Sales increased by 6.6%, and adjusted EBIT margins reached 18%, with incremental margins on sales growth at 56%. Adjusted earnings per share increased by 24% compared to last year's second quarter.
Successful Acquisition of ESCO Maritime Solutions
The acquisition closed on April 25th, and the business is trending well, tracking at or above projections made during the deal announcement. Estimated sales for the five months of ownership are in the range of $90 to $100 million.
Aerospace and Defense Segment Growth
Orders grew by 5%, with strong performance from Navy orders and commercial aerospace. Adjusted EBIT margins improved by 400 basis points, and adjusted EBIT dollars increased by 28%.
Utility Solutions Group Performance
Orders grew by nearly 17%, with Doble and NRG delivering double-digit order growth. Adjusted EBIT margins in this segment improved by 290 basis points.
Test Segment Recovery
Order growth was exceptional, increasing by 75% compared to last year. Sales were up 9%, and the business experienced benefits from volume leverage and price increases.
Cash Flow and Debt Reduction
Strong operating cash flow resulted in a debt-to-EBITDA leverage ratio drop to 0.3 times after the ESCO maritime acquisition.
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 |
|---|---|---|---|
May 07, 2025 | $163.53 | $173.83 | +6.30% |
Feb 06, 2025 | $132.35 | $158.49 | +19.75% |
Nov 14, 2024 | $139.84 | $144.14 | +3.07% |
Aug 07, 2024 | $112.02 | $115.97 | +3.53% |
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 Aug 11, 2025, TBA Not Confirmed.
What is Esco Technologies Inc (ESE) earnings time?
Esco Technologies Inc (ESE) earnings time is at Aug 11, 2025, TBA Not 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 (Q3) is 1.67.