- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI Summary - About
ESCO Technologies Inc(ESE)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ESE
10/14/2026: ESE (3-star) is currently NOT-A-BUY. Pass it for now.
ESCO Technologies is an industrial technology company providing mission-critical components and diagnostic solutions for aerospace, defense, and power utility sectors. The firm is recognized for its stable, niche-focused business model and strong technical expertise in filtration and grid monitoring. Its primary growth opportunity lies in the ongoing global investment in aging power grid infrastructure and long-term aerospace/defense modernization. However, investors must monitor risks related to defense budget sensitivity, customer concentration, and the complexity of integrating acquired technologies. The company is best suited for long-term, risk-aware investors looking for stable exposure to industrial infrastructure and defense, as it historically maintains a balanced risk-return profile.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers steady but moderate growth rather than the high-growth profile typical of aggressive growth strategies. |
| Momentum investor | Mixed fit | Momentum investors may find the stock's steady, low-beta nature lacks the volatility required for short-term momentum plays. |
| Value investor | Strong fit | Investors seeking established companies with reliable cash flows and sensible valuations may find ESCO an attractive fit. |
| Dividend investor | Mixed fit | While it pays a dividend, it is not primarily positioned as a high-yield income stock for income-focused investors. |
| Low-risk investor | Strong fit | The company's stable business model and niche market leadership make it a reasonable option for risk-averse, long-term investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Low | The stock historically exhibits lower volatility compared to broader tech or growth sectors. |
| Valuation risk | Medium | As with any equity, valuation risk exists if the market prices the stock above its intrinsic growth potential. |
| Competition risk (niche industrial) | Medium | It faces constant pressure from larger diversified industrials in its specialized segments. |
| Business quality | Strong | The company maintains strong engineering-led moats in its specific operational niches. |
| Dividend income | Low / none | It is not a primary vehicle for high-yield dividend income seekers. |
| Execution risk | Medium | Future success depends on the effective integration of new acquisitions and managing complex global supply chains. |
Price Behavior

Rolling Over
The price momentum is slowing down and beginning to turn downward.

Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 35.97% | Avg. Invested days 48 | Today’s Advisory PASS |
Upturn Advisory Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals 
Financial Health Rating 
Growth Momentum Score 
Ownership 
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue) 
Economic Dimensions
Quantitative Style Profile 
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.75B USD | Price to earnings Ratio 48.32 | 1Y Target Price 352.75 |
Price to earnings Ratio 48.32 | 1Y Target Price 352.75 | ||
Volume (30-day avg) 255.5K shares | Beta 1.05 | 52 Weeks Range 193.44 - 361.96 | Updated Date 10/14/2026 |
52 Weeks Range 193.44 - 361.96 | Updated Date 10/14/2026 | ||
Dividends yield (FY) 0.12% | Basic EPS (TTM) 5.39 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Aerospace & Defense | Fluid control products and filtration systems for aircraft and defense platforms. | The company benefits from long-term contracts related to ongoing aerospace and defense maintenance and production. |
| Utility Solutions | Diagnostic software and hardware for grid monitoring. | This segment capitalizes on the global need to modernize and secure aging power utility infrastructure. |
| Test | EMI/RF testing equipment and shielded facilities. | Demand is driven by the need for regulatory compliance and performance testing in electronics and communications. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 48.32 | Forward PE 25.38 | Enterprise Value 6.95B | Price to Sales(TTM) 5.23 |
Enterprise Value 6.95B | Price to Sales(TTM) 5.23 | ||
Enterprise Value to Revenue 5.26 | Enterprise Value to EBITDA 22.23 | Shares Outstanding 25.91M | Shares Floating 20.66M |
Shares Outstanding 25.91M | Shares Floating 20.66M | ||
Percent Insiders 20.06 | Percent Institutions 102.27 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.

