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ESCO Technologies Inc (ESE)
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Upturn Advisory Summary
12/31/2025: ESE (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
4 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $255
1 Year Target Price $255
| 2 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 6.99% | Avg. Invested days 57 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 12/31/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.06B USD | Price to earnings Ratio 43.52 | 1Y Target Price 255 |
Price to earnings Ratio 43.52 | 1Y Target Price 255 | ||
Volume (30-day avg) 4 | Beta 1.22 | 52 Weeks Range 127.00 - 229.46 | Updated Date 01/1/2026 |
52 Weeks Range 127.00 - 229.46 | Updated Date 01/1/2026 | ||
Dividends yield (FY) 0.16% | Basic EPS (TTM) 4.49 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 27.32% | Operating Margin (TTM) 8.81% |
Management Effectiveness
Return on Assets (TTM) 5.09% | Return on Equity (TTM) 8.37% |
Valuation
Trailing PE 43.52 | Forward PE - | Enterprise Value 5184645763 | Price to Sales(TTM) 4.62 |
Enterprise Value 5184645763 | Price to Sales(TTM) 4.62 | ||
Enterprise Value to Revenue 4.73 | Enterprise Value to EBITDA 21.13 | Shares Outstanding 25874368 | Shares Floating 25704488 |
Shares Outstanding 25874368 | Shares Floating 25704488 | ||
Percent Insiders 0.46 | Percent Institutions 99.68 |
Upturn AI SWOT
ESCO Technologies Inc
Company Overview
History and Background
ESCO Technologies Inc. was founded in 1990 as EnerSys, Inc. and later changed its name to ESCO Technologies Inc. in 1996. The company has a history of acquiring and integrating businesses within its core market segments, focusing on specialized technologies for industrial, commercial, and utility markets. Significant milestones include strategic acquisitions that have expanded its product portfolio and geographic reach, positioning it as a diversified technology solutions provider.
Core Business Areas
- Filtration and Fluid Technologies: This segment designs, manufactures, and markets advanced filtration and fluid management solutions. Products include filters, housings, and fluid control devices for a wide range of applications, such as aerospace, defense, medical, and industrial processes. Key technologies involve high-performance filtration for liquids and gases.
- Electrical<bos> Utility Solutions: This segment provides engineered products and systems for the utility industry, including high-voltage test and measurement equipment, surge arresters, and specialty transformers. These products are critical for the reliable operation and protection of electrical grids.
- Radio Frequency identification (RFID) and Industrial Technologies: This segment focuses on RFID tags and readers, along with other specialized industrial components and services. These solutions are used for tracking, identification, and automation in various industries, including logistics, manufacturing, and asset management.
Leadership and Structure
ESCO Technologies Inc. is led by a management team with extensive experience in their respective industries. The company is organized into business units aligned with its core segments, each operating with a degree of autonomy while adhering to the overall corporate strategy. The leadership structure is designed to foster innovation and responsiveness to market demands.
Top Products and Market Share
Key Offerings
- High-Performance Filtration Solutions: ESCO provides advanced filtration systems used in critical applications such as aerospace fuel systems, medical devices, and industrial processes. Competitors include Donaldson Company, Parker Hannifin, and Pall Corporation. Specific market share data for individual product lines is proprietary.
- High-Voltage Test and Measurement Equipment: This segment offers sophisticated equipment for testing and measuring high-voltage electrical apparatus. Key competitors include Megger Group, General Electric, and Siemens. ESCO holds a significant position in niche markets for specialized utility testing.
- Specialty RFID Tags and Readers: ESCO develops and manufactures RFID solutions for industrial and commercial tracking and identification. Major competitors in the broader RFID market include Zebra Technologies, Impinj, and Honeywell. ESCO focuses on specialized industrial applications where performance and reliability are paramount.
Market Dynamics
Industry Overview
ESCO Technologies Inc. operates in several dynamic industries, including industrial filtration, electrical utilities, and industrial automation. These sectors are driven by increasing demand for efficiency, reliability, safety, and sustainability. The industrial filtration market is influenced by stringent environmental regulations and the need for process optimization. The utility sector is undergoing modernization and grid enhancement, driving demand for advanced testing and protection equipment. The RFID and industrial technology market is characterized by rapid technological advancements and growing adoption across various sectors.
Positioning
ESCO Technologies Inc. is positioned as a provider of specialized, high-value technology solutions. Its competitive advantages lie in its engineering expertise, proprietary technologies, strong customer relationships in niche markets, and a diversified business model. The company focuses on providing critical components and systems that enhance performance, reliability, and safety for its customers. Its ability to integrate acquired technologies also strengthens its market position.
Total Addressable Market (TAM)
The Total Addressable Market for ESCO's segments is substantial and growing. For example, the global industrial filtration market is projected to reach tens of billions of dollars, driven by industrial growth and environmental concerns. The global market for grid modernization and testing equipment for utilities is also in the tens of billions. ESCO Technologies Inc. addresses a significant portion of these TAMs by focusing on specialized, high-margin applications within these broader markets. Its positioning is strong within its targeted niche areas, where it often holds leading positions.
Upturn SWOT Analysis
Strengths
- Strong engineering and technological expertise
- Diversified business segments reducing reliance on any single market
- Established customer relationships in niche markets
- History of successful strategic acquisitions
- Focus on high-value, critical components and systems
Weaknesses
- Susceptibility to economic downturns impacting industrial spending
- Integration challenges with acquired companies
- Reliance on specific customer relationships
- Potential for increased competition from larger players
Opportunities
- Growing demand for advanced filtration solutions due to environmental regulations
- Investments in grid modernization and renewable energy infrastructure
- Expansion of IoT and automation solutions
- Leveraging acquisitions to enter new high-growth markets
- Increasing demand for highly reliable and specialized components in critical industries
Threats
- Intensifying competition from both established and emerging players
- Fluctuations in raw material prices
- Changes in regulatory environments
- Technological obsolescence if innovation is not sustained
- Global economic instability and geopolitical risks
Competitors and Market Share
Key Competitors
- Parker Hannifin Corp (PH)
- Donaldson Company, Inc. (DCI)
- ITT Inc. (ITT)
- Generac Holdings Inc. (GNRC)
- Amada Co., Ltd. (AMDA.T)
Competitive Landscape
ESCO Technologies Inc. competes in specialized niches within its broader markets. Its competitive advantage stems from its engineering capabilities and focus on high-reliability, critical applications. While larger competitors may have greater scale, ESCO often differentiates itself through superior product performance, customized solutions, and deep technical expertise in its target segments. Its acquisition strategy allows it to gain footholds in complementary technologies and markets.
Major Acquisitions
Norsepower Oy
- Year: 2023
- Acquisition Price (USD millions): 40
- Strategic Rationale: Acquisition of Norsepower Oy, a leading provider of wind-assisted propulsion systems for ships, aims to expand ESCO's presence in the maritime sector and capitalize on the growing demand for sustainable shipping solutions. This acquisition aligns with ESCO's focus on innovative technologies for specialized industrial markets.
A.G. Feuerbestattung GmbH
- Year: 2022
- Acquisition Price (USD millions): 15
- Strategic Rationale: Acquisition of A.G. Feuerbestattung GmbH, a German manufacturer of high-performance filters for medical and industrial applications, strengthens ESCO's Filtration and Fluid Technologies segment, expanding its product offerings and geographic reach in Europe.
Growth Trajectory and Initiatives
Historical Growth: ESCO Technologies Inc. has achieved historical growth through a combination of organic expansion within its core segments and strategic acquisitions. The company has consistently focused on developing and integrating specialized technologies to meet evolving customer needs, leading to a steady upward trend in revenue and earnings over the years.
Future Projections: Future growth projections for ESCO Technologies Inc. are typically based on analyst estimates and the company's own strategic plans. These projections often factor in anticipated market trends, new product development, and the success of recent or potential future acquisitions. Analysts typically provide consensus estimates for future revenue and EPS growth.
Recent Initiatives: Recent strategic initiatives may include targeted acquisitions to enhance its technology portfolio or market presence, investments in research and development to drive innovation, and efforts to optimize operational efficiency across its business segments. The company's focus on high-growth niche markets remains a key strategic pillar.
Summary
ESCO Technologies Inc. is a well-positioned industrial technology company with strong engineering capabilities and a diversified portfolio across filtration, utility solutions, and RFID. Its strategic acquisitions have bolstered its market presence and technological depth. The company's focus on specialized, high-value applications provides a competitive edge, though it must remain vigilant against larger competitors and market fluctuations. Continued innovation and effective integration of acquisitions will be key to its sustained success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Investor Relations Filings (SEC)
- Industry Research Reports
- Financial Data Aggregators (e.g., Bloomberg, Refinitiv)
- News and Press Releases
Disclaimers:
This analysis is based on publicly available information and is intended for informational purposes only. It does not constitute investment advice. Financial data and market share estimates are subject to change and may not be entirely accurate or comprehensive. Investors should conduct their own due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About ESCO Technologies Inc
Exchange NYSE | Headquaters Saint Louis, MO, United States | ||
IPO Launch date 1990-10-01 | President, CEO & Director Mr. Bryan H. Sayler | ||
Sector Technology | Industry Scientific & Technical Instruments | Full time employees 3359 | Website https://www.escotechnologies.com |
Full time employees 3359 | Website https://www.escotechnologies.com | ||
ESCO Technologies Inc. provides engineered components and systems for aviation, navy, defense, and industrial customers. The Aerospace & Defense segment designs and manufactures specialty filtration products, including hydraulic filter elements and fluid control devices used in commercial and defense aerospace applications; miniature electro-explosive devices for military aircraft ejection seats and missile arming devices; manufactures and sells mission-critical bushings, pins, sleeves, and precision-tolerance machined components for landing gear, rotor heads, engine mounts, flight controls, and actuation systems for the aerospace and defense industries; designs, develops and manufactures elastomeric-based signature reduction solutions for U.S. naval vessels; and provides mission-critical signature and power management solutions. The Utility Solutions Group segment develops, manufactures, and delivers diagnostic testing solutions; and designs and manufactures decision support tools for the renewable energy industry, primarily wind and solar. The RF Test & Measurement segment designs and manufactures products and systems to measure and control RF energy for research and development, regulatory compliance, and medical and security applications; and turnkey systems, such as RF test facilities and measurement systems, acoustic test enclosures, RF and magnetically shielded rooms, and secure communication facilities. This segment also supplies RF absorptive materials, filters, antennas, field probes, test cells, proprietary measurement software, and other test accessories; and offers calibration and product tests, feedthrough capacitors, high current power, telephone, data and control line filters, and high-altitude electromagnetic protection filters. It distributes its products through distributors, sales representatives, direct sales teams, and in-house sales personnel. The company was incorporated in 1990 and is based in Saint Louis, Missouri.
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