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Upturn AI SWOT - About
ESCO Technologies Inc (ESE)

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Upturn Advisory Summary
10/27/2025: ESE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
1 Year Target Price $225
1 Year Target Price $225
| 2 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 14.41% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.71B USD | Price to earnings Ratio 52.06 | 1Y Target Price 225 |
Price to earnings Ratio 52.06 | 1Y Target Price 225 | ||
Volume (30-day avg) 4 | Beta 1.23 | 52 Weeks Range 125.21 - 224.59 | Updated Date 10/27/2025 |
52 Weeks Range 125.21 - 224.59 | Updated Date 10/27/2025 | ||
Dividends yield (FY) 0.15% | Basic EPS (TTM) 4.25 |
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 52.06 | Forward PE - | Enterprise Value 5937634933 | Price to Sales(TTM) 5.08 |
Enterprise Value 5937634933 | Price to Sales(TTM) 5.08 | ||
Enterprise Value to Revenue 5.28 | Enterprise Value to EBITDA 26.27 | Shares Outstanding 25824688 | Shares Floating 25672064 |
Shares Outstanding 25824688 | Shares Floating 25672064 | ||
Percent Insiders 0.45 | Percent Institutions 100.84 |
Upturn AI SWOT
ESCO Technologies Inc

Company Overview
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.
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 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
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
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 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.
Peer Comparison
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.
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 3242 | Website https://www.escotechnologies.com |
Full time employees 3242 | Website https://www.escotechnologies.com | ||
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.

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