Jun 2026 (Q3 FY26) — Aug 6, 2026
ESCO Technologies Q3 FY26 — Record Backlog and Strong EPS Growth
Read the full callESCO Technologies (ESE) earnings
- Jun 2026
- Jun 2026 (Q3 FY26)
- Sep 2025
ESCO Technologies earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 339 | +14.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | Operating profit / revenue | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. | ||
| Net profit | 32.7 | +25.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$252.67 −1.86% · −$4.78
Performance +18.9% 1Y
1Y: $212.48 on 14 Oct 2025 → $252.67. High $354.9 (25 Jun 2026), low $195.39 (31 Dec 2025).
- Previous close
- $257.45
- 52-week range
- $195.39 – $354.9
- One year
- +18.04%
Overview
- Symbol
- ESE
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
ESCO Technologies earnings calls (ESE)
Financials
What the filings say
Net profit, year on year: +26% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 299 | 215 | 232 | 296 | 353 | 290 | 309 | 339 |
| Expenses | 254 | 189 | 197 | 263 | 293 | 254 | 265 | 298 |
| Operating profit | — | 28 | — | — | — | 38 | — | — |
| Operating margin | — | 13.1% | — | — | — | 13.2% | — | — |
| Interest | 6 | 2 | 2 | 8 | 5 | 3 | — | — |
| Profit before tax | 44 | 26 | 34 | 33 | 60 | 35 | 44 | 41 |
| Tax rate | 22.2% | 21.3% | 23.4% | 25.1% | 24.7% | 19.1% | 23.5% | 20.1% |
| Net profit | 34 | 23 | 31 | 26 | 219 | 29 | 35 | 33 |
| EPS ($ per share) | — | 0.91 | 1.20 | 1.01 | — | 1.11 | 1.34 | 1.26 |
| Line item | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 607 | 685 | 776 | 831 | 905 | 989 | 1,083 | 1,374 |
| Total liabilities | 506 | 640 | 411 | 558 | 606 | 552 | 601 | 870 |
| Fixed assets | 135 | 128 | 140 | 154 | 156 | 155 | 149 | 172 |
| Total assets | 1,265 | 1,467 | 1,370 | 1,577 | 1,654 | 1,683 | 1,839 | 2,410 |
| Line item | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 93 | 105 | 82 | 123 | 135 | 77 | 128 | 242 |
| Cash from investing | -42 | -125 | 141 | -202 | -56 | -52 | -105 | -256 |
| Cash from financing | -68 | 50 | -236 | 81 | -32 | -78 | -1 | 50 |
| Net cash flow | -15 | 31 | -9 | 4 | 41 | -56 | 24 | 35 |
| Capital expenditure | -15 | -24 | -32 | -27 | -32 | -20 | -28 | -36 |
| Free cash flow | 78 | 81 | 50 | 96 | 103 | 57 | 99 | 206 |
ESE revenue by segment
Aerospace and Defense grew from 44% to 50% of revenue over the last two years.
| Segment | Q3 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Aerospace and Defense | 44% | 46% | 46% | 46% | 36% | 50% | 49% | 50% | +23.4% |
| Utility Solutions Group | 35% | 35% | 34% | 31% | 38% | 30% | 30% | 29% | +8.2% |
| RF Shielding and Test | 22% | 19% | 19% | 23% | 25% | 20% | 21% | 21% | +4.7% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q3 FY2026 · share of revenue
- US 64% ↓ 5 pt
- Non Us 36% ↑ 5 pt
As ESE cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
40 filings between Nov 1, 2025 and May 1, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$5.34M
16 sales by 5 insiders
Compensation
not trading decisions- 6
- Award — granted as compensation
- 9
- Option exercise — converted options into shares
- 9
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Sayler Bryan H | — | $2.15M | Nov 26, 2025 |
| Tucker Christopher L | — | $1.10M | Nov 25, 2025 |
| PHILLIPPY ROBERT J | — | $823.4K | Nov 25, 2025 |
| KHILNANI VINOD M | — | $702.4K | Nov 26, 2025 |
| Schatz David M | — | $563.7K | Nov 25, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| May 1, 2026 | Valdez Gloria L Director | Option exercise | 197 | $64.4K |
| Feb 5, 2026 | PHILLIPPY ROBERT J Director | Option exercise | 1,349 | $321.6K |
| Feb 5, 2026 | Valdez Gloria L Director | Option exercise | 1,349 | $321.6K |
| Feb 5, 2026 | Conner Penelope M Director | Option exercise | 1,349 | $321.6K |
| Feb 5, 2026 | Hess Janice L. Director | Option exercise | 1,349 | $321.6K |
| Feb 5, 2026 | KHILNANI VINOD M Director | Option exercise | 1,349 | $321.6K |
| Dec 3, 2025 | Schatz David M Sr. VP, Sec'y & Gen. Counsel | Tax withheld | 597 | $127.1K |
| Dec 3, 2025 | Tucker Christopher L Sr. Vice President & CFO | Tax withheld | 1,143 | $243.4K |
| Dec 3, 2025 | Sayler Bryan H CEO & PRESIDENT | Tax withheld | 3,134 | $667.3K |
| Dec 1, 2025 | Hess Janice L. Director | Option exercise | 5,623 | $1.15M |
| Nov 26, 2025 | KHILNANI VINOD M Director | Sale | 252 | $55.0K |
| Nov 26, 2025 | KHILNANI VINOD M Director | Sale | 1,000 | $219.0K |
| Nov 26, 2025 | KHILNANI VINOD M Director | Sale | 1,000 | $217.3K |
| Nov 26, 2025 | KHILNANI VINOD M Director | Sale | 748 | $162.7K |
| Nov 26, 2025 | Sayler Bryan H CEO & PRESIDENT | Sale | 401 | $88.2K |
| Nov 25, 2025 | KHILNANI VINOD M Director | Sale | 216 | $48.4K |
| Nov 25, 2025 | PHILLIPPY ROBERT J Director | Sale | 400 | $90.1K |
| Nov 25, 2025 | PHILLIPPY ROBERT J Director | Sale | 584 | $130.8K |
| Nov 25, 2025 | PHILLIPPY ROBERT J Director | Sale | 548 | $122.1K |
| Nov 25, 2025 | PHILLIPPY ROBERT J Director | Sale | 639 | $141.7K |
| Nov 25, 2025 | PHILLIPPY ROBERT J Director | Sale | 770 | $169.9K |
| Nov 25, 2025 | PHILLIPPY ROBERT J Director | Sale | 435 | $95.6K |
| Nov 25, 2025 | Tucker Christopher L Sr. Vice President & CFO | Sale | 5,000 | $1.10M |
| Nov 25, 2025 | Schatz David M Sr. VP, Sec'y & Gen. Counsel | Sale | 2,498 | $563.7K |
| Nov 25, 2025 | Sayler Bryan H CEO & PRESIDENT | Sale | 9,382 | $2.06M |
| Nov 25, 2025 | PHILLIPPY ROBERT J Director | Sale | 324 | $73.2K |
| Nov 19, 2025 | Schatz David M Sr. VP, Sec'y & Gen. Counsel | Tax withheld | 1,337 | $289.2K |
| Nov 19, 2025 | Tucker Christopher L Sr. Vice President & CFO | Tax withheld | 2,579 | $557.8K |
| Nov 19, 2025 | Sayler Bryan H CEO & PRESIDENT | Tax withheld | 6,467 | $1.40M |
| Nov 17, 2025 | Schatz David M Sr. VP, Sec'y & Gen. Counsel | Award | 3,034 | $0 |
| Nov 17, 2025 | Schatz David M Sr. VP, Sec'y & Gen. Counsel | Award | 761 | $0 |
| Nov 17, 2025 | Tucker Christopher L Sr. Vice President & CFO | Award | 1,314 | $0 |
| Nov 17, 2025 | Tucker Christopher L Sr. Vice President & CFO | Award | 5,853 | $0 |
| Nov 17, 2025 | Sayler Bryan H CEO & PRESIDENT | Award | 4,786 | $0 |
| Nov 17, 2025 | Sayler Bryan H CEO & PRESIDENT | Award | 14,681 | $0 |
| Nov 6, 2025 | Schatz David M Sr. VP, Sec'y & Gen. Counsel | Tax withheld | 1,051 | $233.7K |
| Nov 6, 2025 | Tucker Christopher L Sr. Vice President & CFO | Tax withheld | 3,254 | $723.7K |
| Nov 6, 2025 | Conner Penelope M Director | Option exercise | 705 | $154.3K |
| Nov 6, 2025 | Sayler Bryan H CEO & PRESIDENT | Tax withheld | 1,236 | $274.9K |
| Nov 1, 2025 | Valdez Gloria L Director | Option exercise | 197 | $43.2K |
| May 1, 2025 | Valdez Gloria L Director | Option exercise | 197 | $31.8K |
| Feb 8, 2025 | KHILNANI VINOD M Director | Option exercise | 1,737 | $275.4K |
| Feb 8, 2025 | PHILLIPPY ROBERT J Director | Option exercise | 1,737 | $275.4K |
| Feb 8, 2025 | Valdez Gloria L Director | Option exercise | 1,737 | $275.4K |
| Feb 4, 2025 | Olivier Leon J Director | Option exercise | 11,992 | $1.58M |
| Dec 2, 2024 | Sayler Bryan H CEO & PRESIDENT | Tax withheld | 2,225 | $330.2K |
| Dec 2, 2024 | Tucker Christopher L Sr. Vice President & CFO | Tax withheld | 884 | $131.2K |
| Dec 2, 2024 | Schatz David M Sr. VP, Sec'y & Gen. Counsel | Tax withheld | 454 | $67.4K |
| Nov 22, 2024 | Valdez Gloria L Director | Sale | 2,349 | $349.0K |
| Nov 8, 2024 | Sayler Bryan H CEO & PRESIDENT | Tax withheld | 1,442 | $203.0K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Start an Inve Case for ESCO TECHNOLOGIES INC
Free account. Everything above stays public.
Write why you follow ESCO TECHNOLOGIES INC and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading