ESE official logo ESE
ESE 1-star rating from Upturn Advisory
ESCO Technologies Inc (ESE) company logo

ESCO Technologies Inc (ESE)

ESCO Technologies Inc (ESE) 1-star rating from Upturn Advisory
$221.2
Last Close (24-hour delay)
Profit since last BUY34.49%
upturn advisory logo
Consider higher Upturn Star rating
BUY since 132 days
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock price based on last close icon Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • 1Y
  • 1M
  • 1W

Upturn Advisory Summary

11/10/2025: ESE (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

Upturn 1 star rating for performance

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

1 star rating from financial analysts

4 Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

1 Year Target Price $225

1 Year Target Price $225

Analysts Price Target For last 52 week
$225 Target price
52w Low $127
Current$221.2
52w High $226.34

Analysis of Past Performance

Type Stock
Historic Profit 15.46%
Avg. Invested days 56
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 2.0
Stock Returns Performance Upturn Returns Performance icon 2.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/10/2025

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 5.58B USD
Price to earnings Ratio 51
1Y Target Price 225
Price to earnings Ratio 51
1Y Target Price 225
Volume (30-day avg) 4
Beta 1.22
52 Weeks Range 127.00 - 226.34
Updated Date 11/10/2025
52 Weeks Range 127.00 - 226.34
Updated Date 11/10/2025
Dividends yield (FY) 0.15%
Basic EPS (TTM) 4.24

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 10.22%
Operating Margin (TTM) 8.81%

Management Effectiveness

Return on Assets (TTM) 4.75%
Return on Equity (TTM) 8.73%

Valuation

Trailing PE 51
Forward PE -
Enterprise Value 5937634933
Price to Sales(TTM) 4.97
Enterprise Value 5937634933
Price to Sales(TTM) 4.97
Enterprise Value to Revenue 5.28
Enterprise Value to EBITDA 26.27
Shares Outstanding 25824688
Shares Floating 25671806
Shares Outstanding 25824688
Shares Floating 25671806
Percent Insiders 0.45
Percent Institutions 100.7

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

ESCO Technologies Inc

ESCO Technologies Inc(ESE) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo History and Background

ESCO Technologies Inc. was founded in 1990 as a spin-off from Emerson Electric Co. It has grown through acquisitions and organic development, focusing on engineered products and solutions for niche markets.

Company business area logo Core Business Areas

  • Aerospace & Filtration: Provides filtration and fluid control products for aerospace, space, and defense applications.
  • RF Shielding and Test: Offers RF shielding, test and measurement equipment, and EMC/EMI solutions for various industries.
  • Utility Solutions Group (USG): Delivers grid modernization solutions, power quality instrumentation, and related services to electric utilities.

leadership logo Leadership and Structure

Vicente Reynal is the Chairman, President, and CEO. The company has a traditional hierarchical structure with various business unit leaders reporting to the CEO.

Top Products and Market Share

Product Key Offerings logo Key Offerings

  • Aerospace Filtration Products: High-performance filters for aircraft hydraulic, fuel, and lubrication systems. Market share information is not readily available publicly, but the competition comes from Parker Hannifin (PH), Eaton Corporation (ETN), and Pall Corporation (now part of Danaher (DHR)).
  • RF Shielding Solutions: Chambers and components to isolate radio frequency and electromagnetic interference. Market share data is proprietary, competitors include ETS-Lindgren and Rohde & Schwarz.
  • Power Grid Monitoring Solutions: Grid monitoring products providing insights into electric utilities to improve reliability and grid modernization efforts. Competitors include Landis+Gyr (LAND.SW) and Itron (ITRI).

Market Dynamics

industry overview logo Industry Overview

The industries ESCO Technologies operates in (aerospace, defense, utilities, and test & measurement) are generally stable with long-term growth prospects, driven by technological advancements, infrastructure upgrades, and regulatory requirements.

Positioning

ESCO occupies niche markets within these industries, often focusing on high-value, engineered solutions. They compete based on technology, performance, and reliability.

Total Addressable Market (TAM)

TAM is spread across their sectors. Aerospace filtration TAM ~$5B, Test and Measurement equipment TAM ~$25B. ESCO is positioned to address specific segments within these large markets, pursuing strategic acquisitions to expand its reach.

Upturn SWOT Analysis

Strengths

  • Strong market positions in niche segments
  • High barriers to entry due to technical expertise
  • Diversified revenue streams across multiple industries
  • History of successful acquisitions
  • Strong cash flow generation

Weaknesses

  • Reliance on specific industries, making it vulnerable to downturns
  • Limited brand recognition compared to larger competitors
  • Integration risks associated with acquisitions
  • Relatively smaller market capitalization

Opportunities

  • Expanding product offerings through innovation
  • Further acquisitions in complementary markets
  • Capitalizing on growing demand for grid modernization solutions
  • Growing its aftermarket service business
  • Growing the space and defense business

Threats

  • Economic slowdowns impacting key industries
  • Increased competition from larger players
  • Technological obsolescence
  • Regulatory changes
  • Supply chain disruptions

Competitors and Market Share

Key competitor logo Key Competitors

  • PH
  • ETN
  • DHR

Competitive Landscape

ESCO competes with larger, more diversified companies. Its competitive advantage lies in its niche market focus, specialized expertise, and strong customer relationships.

Major Acquisitions

Thermoform Engineered Quality LLC (TEQ)

  • Year: 2023
  • Acquisition Price (USD millions): 159.5
  • Strategic Rationale: Expands ESCOu2019s filtration business and adds new markets.

Growth Trajectory and Initiatives

Historical Growth: ESCO has grown through a combination of organic growth and acquisitions, with varying rates depending on economic cycles and industry trends.

Future Projections: Analyst estimates vary, but consensus suggests continued growth driven by infrastructure spending and aerospace demand. Exact data can be acquired using financial terminals.

Recent Initiatives: Recent initiatives focus on strategic acquisitions to expand product lines and market share.

Summary

ESCO Technologies is a niche player with decent diversification across industries, providing some stability. However, the company is exposed to sector-specific cyclicality and has lower brand recognition than its larger competitors. Its acquisition strategy allows for growth, but integration risks need to be carefully managed. Monitoring for economic shifts and technological innovations is crucial for future success.

Similar Stocks

Sources and Disclaimers

Data Sources:

  • Company Filings (10-K, 10-Q)
  • Analyst Reports
  • Press Releases
  • Company Website

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Market share data is estimated and may not be precise.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries 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 3242
Full time employees 3242

ESCO Technologies Inc. provides engineered filtration and fluid control products, and integrated propulsion systems. Its Aerospace & Defense segment provides filtration products, such as hydraulic filter elements and fluid control devices used in commercial aerospace; filter mechanisms used in micro-propulsion devices for satellites; custom designed filters for manned aircraft and submarines; elastomeric-based signature reduction solutions for U.S. naval vessels; and mission-critical bushings, pins, sleeves, and precision-tolerance machined components for landing gear, rotor heads, engine mounts, flight controls, and actuation systems for aerospace and defense industries. The company's Utility Solutions Group segment offers diagnostic testing solutions that enable electric power grid operators to assess the integrity of high-voltage power delivery equipment; and decision support tools for the renewable energy industry. Its RF Test & Measurement segment provides products and systems to measure and control RF and acoustic 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. The company also offers human machine interface, positioning and tracking, communications and networking, and electronic equipment and instruments. 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.