Inferra AI / Company / ESE
Esco Technologies Inc.
ESE · Industrials
Last earnings Aug 6, 2026
Key results
Revenuequarter
56 percent
” Segment Performance Aerospace & Defense (A&D) · Sales increased $49.1 million (56 percent) to $136.3 million in Q3 2025 from $87.2 million in Q3 2024.
SEC original ↗Esco Technologies Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Organic revenuequarter
$37.1 million
Organic Sales (excluding $37.1 million of Maritime revenue for the 2 months post-closing) increased $12.0 million (14 percent) to $99.2 million.
SEC original ↗Esco Technologies Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Maritime revenuequarter
14 percent
Organic Sales (excluding $37.1 million of Maritime revenue for the 2 months post-closing) increased $12.0 million (14 percent) to $99.2 million.
SEC original ↗Esco Technologies Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Doble’s sales increased by $0.7 million (1 percent) driven by higher offline testing products, partially offset by lower protection testing products revenue.
SEC original ↗Esco Technologies Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Net incomequarter
$ 63,350
EBITDA Reconciliation to Net earnings: Q3 2025 - Q3 2024 - Q3 2025 Q3 2024 As Adj As Adj Consolidated EBITDA $ 63,350 52,302 71,545 53,195 Less: Depr & Amort (22,360 ) (13,001 ) (8,889 ) (8,001 ) Consolidated EBIT 40,990 39,301 62,656 45,194 Less: Interest expense (7,921 ) (3,335 ) (7,921 ) (3,335 ) Less: Income tax expense (8,314 ) (7,654 ) (13,297 ) (9,009 ) Net earnings $ 24,755 28,312 41,438 32,850 ESCO TECHNOLOGIES INC.
SEC original ↗Esco Technologies Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Net incomeytd
$ 154,060
EBITDA Reconciliation to Net earnings: YTD YTD YTD YTD Q3 2025 - Q3 2024 - Q3 2025 Q3 2024 As Adj As Adj Consolidated EBITDA $ 154,060 128,570 162,975 130,718 Less: Depr & Amort (48,401 ) (38,972 ) (24,973 ) (23,439 ) Consolidated EBIT 105,659 89,598 138,002 107,279 Less: Interest expense (12,373 ) (9,228 ) (12,373 ) (9,228 ) Less: Income tax expense (21,841 ) (17,040 ) (29,279 ) (21,106 ) Net earnings $ 71,445 63,330 96,350 76,945 ESCO TECHNOLOGIES INC.
SEC original ↗Esco Technologies Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Net incomeQ3 2025
$ 71,445
EBITDA Reconciliation to Net earnings: YTD YTD YTD YTD Q3 2025 - Q3 2024 - Q3 2025 Q3 2024 As Adj As Adj Consolidated EBITDA $ 154,060 128,570 162,975 130,718 Less: Depr & Amort (48,401 ) (38,972 ) (24,973 ) (23,439 ) Consolidated EBIT 105,659 89,598 138,002 107,279 Less: Interest expense (12,373 ) (9,228 ) (12,373 ) (9,228 ) Less: Income tax expense (21,841 ) (17,040 ) (29,279 ) (21,106 ) Net earnings $ 71,445 63,330 96,350 76,945 ESCO TECHNOLOGIES INC.
SEC original ↗Esco Technologies Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Selling, general, and administrativequarter
$62,042 thousand
Selling, general and administrative expenses 62,042 51,013
SEC original ↗Esco Technologies Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
AI analysis
Q3 2025 · reported Aug 7, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q3 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | 56 percent | — | — |
| Organic revenue | $37.1 million | — | — |
| Maritime revenue | 14 percent | — | — |
| Net income | $ 63,350 | — | — |
| Selling, general, and administrative | $62,042 thousand | — | — |
Guidance · company-stated
“com ESCO REPORTS THIRD QUARTER FISCAL 2025 RESULTS - Q3 Sales increase 27% to $296 Million - - Q3 GAAP EPS from Continuing Operations decreases 13% to $0.96 - - Q3 Adjusted EPS from Continuing Operations increases 25% to $1.60 - - Q3 Orders increase 194% to $749 Million / Book-to-Bill of 2.53x - - Increasing Guidance for FY’25 Adjusted EPS from Continuing Operations to $5.75-5.90 (21%-24% growth) - ST.”
“With this strong market presence and our record backlog, we expect to continue to deliver above market growth and are pleased to issue Q4 guidance that once again raises our full year FY 2025 outlook.”
“Business Outlook – 2025 FY 2025 full year guidance for revenue from continuing operations is being increased by $20 million and is now expected to be in the range of $1.075 to $1.105 billion (17 to 20 percent increase over the prior year).”
“Guidance Range ($ Millions) Prior Guidance including Maritime (May) $ 1,180 $ 1,210 Less Discontinued Operations (VACCO) $ (125 ) $ (125 ) Guidance Increase $ 20 $ 20 Updated Sales Guidance $ 1,075 $ 1,105 Due to continued market strength and improvement in operational performance, our FY 2025 Adjusted EPS guidance reflects an increase and narrowing of our guidance range to $5.75 to $5.90 (21 to 24 percent growth over FY 2024 EPS from Continuing Operations of $4.77).”
“Guidance Range Previous FY 2025 Adjusted EPS Guidance including Maritime (May) $ 5.85 $ 6.15 Less Discontinued Operations (VACCO) $ (0.50 ) $ (0.50 ) Continuing Operations Guidance Increase $ 0.40 $ 0.25 Updated FY 2025 Adjusted EPS Guidance - Continuing Operations $ 5.75 $ 5.90 Management’s expectation is for Q4 Adjusted EPS from Continuing Operations to be in the range of $2.04 to $2.19 (14 to 22 percent growth over Q4 2024 Adjusted EPS from Continuing Operations of $1.79).”
Primary outlook statements conflict; no label forced — evidence preserved.
Capital allocation
Dividend Payment The next quarterly cash dividend of $0.08 per share will be paid on October 16, 20 25 to stockholders of record on October 2, 2025.
Event summary
On July 21, 2025, the Company announced that it had completed the sale of VACCO Industries
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Revenue: “com ESCO REPORTS THIRD QUARTER FISCAL 2025 RESULTS - Q3 Sales increase 27% to $296 Million - - Q3 GAAP EPS from Continuing Operations decreases 13% to $0.96 - - Q3 Adjusted EPS from Continuing Operations increases 25% to $1.60 - - Q3 Orders increase 194% to $749 Million / Book-to-Bill of 2.53x - - Increasing Guidance for FY’25 Adjusted EPS from Continuing Operations to $5.75-5.90 (21%-24% growth) - ST.”
Company outlook: “With this strong market presence and our record backlog, we expect to continue to deliver above market growth and are pleased to issue Q4 guidance that once again raises our full year FY 2025 outlook.”
Revenue: “Business Outlook – 2025 FY 2025 full year guidance for revenue from continuing operations is being increased by $20 million and is now expected to be in the range of $1.075 to $1.105 billion (17 to 20 percent increase over the prior year).”
Revenue: “Guidance Range ($ Millions) Prior Guidance including Maritime (May) $ 1,180 $ 1,210 Less Discontinued Operations (VACCO) $ (125 ) $ (125 ) Guidance Increase $ 20 $ 20 Updated Sales Guidance $ 1,075 $ 1,105 Due to continued market strength and improvement in operational performance, our FY 2025 Adjusted EPS guidance reflects an increase and narrowing of our guidance range to $5.75 to $5.90 (21 to 24 percent growth over FY 2024 EPS from Continuing Operations of $4.77).”
EPS: “Guidance Range Previous FY 2025 Adjusted EPS Guidance including Maritime (May) $ 5.85 $ 6.15 Less Discontinued Operations (VACCO) $ (0.50 ) $ (0.50 ) Continuing Operations Guidance Increase $ 0.40 $ 0.25 Updated FY 2025 Adjusted EPS Guidance - Continuing Operations $ 5.75 $ 5.90 Management’s expectation is for Q4 Adjusted EPS from Continuing Operations to be in the range of $2.04 to $2.19 (14 to 22 percent growth over Q4 2024 Adjusted EPS from Continuing Operations of $1.79).”
Revenue — Raised (“increase”)
“com ESCO REPORTS THIRD QUARTER FISCAL 2025 RESULTS - Q3 Sales increase 27% to $296 Million - - Q3 GAAP EPS from Continuing Operations decreases 13% to $0.96 - - Q3 Adjusted EPS from Continuing Operations increases 25% to $1.60 - - Q3 Orders increase 194% to $749 Million / Book-to-Bill of 2.53x - - Increasing Guidance for FY’25 Adjusted EPS from Continuing Operations to $5.75-5.90 (21%-24% growth) - ST.”
Company outlook — Raised (“raises”)
“With this strong market presence and our record backlog, we expect to continue to deliver above market growth and are pleased to issue Q4 guidance that once again raises our full year FY 2025 outlook.”
Revenue — Raised (“increased”)
“Business Outlook – 2025 FY 2025 full year guidance for revenue from continuing operations is being increased by $20 million and is now expected to be in the range of $1.075 to $1.105 billion (17 to 20 percent increase over the prior year).”
Revenue — Raised (“Increase”)
“Guidance Range ($ Millions) Prior Guidance including Maritime (May) $ 1,180 $ 1,210 Less Discontinued Operations (VACCO) $ (125 ) $ (125 ) Guidance Increase $ 20 $ 20 Updated Sales Guidance $ 1,075 $ 1,105 Due to continued market strength and improvement in operational performance, our FY 2025 Adjusted EPS guidance reflects an increase and narrowing of our guidance range to $5.75 to $5.90 (21 to 24 percent growth over FY 2024 EPS from Continuing Operations of $4.77).”
EPS — Raised (“Increase”)
“Guidance Range Previous FY 2025 Adjusted EPS Guidance including Maritime (May) $ 5.85 $ 6.15 Less Discontinued Operations (VACCO) $ (0.50 ) $ (0.50 ) Continuing Operations Guidance Increase $ 0.40 $ 0.25 Updated FY 2025 Adjusted EPS Guidance - Continuing Operations $ 5.75 $ 5.90 Management’s expectation is for Q4 Adjusted EPS from Continuing Operations to be in the range of $2.04 to $2.19 (14 to 22 percent growth over Q4 2024 Adjusted EPS from Continuing Operations of $1.79).”
Revenue — Lowered (“reduction”)
“Forward-Looking Statements Statements in this press release regarding Management’s intentions, expectations and guidance for fiscal 2025, including restructuring and cost reduction actions, sales, orders, revenues, margin, earnings, Adjusted EPS, acquisition related amortization, and any other statements which are not strictly historical, are “forward-looking statements” within the meaning of the safe harbor provisions of the U.”
Primary outlook statements conflict; no label forced — evidence preserved.
Capital allocation
Dividend Payment The next quarterly cash dividend of $0.08 per share will be paid on October 16, 20 25 to stockholders of record on October 2, 2025.
SEC original ↗Esco Technologies Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Reconciliation of segment capital expenditures to consolidated totals Segment Capital Expenditures $ 21,630 Add: Corporate Capital Expenditures 2,580 Consolidated totals $ 24,210 Non-GAAP Financial Measures The financial measure EBIT is presented in the above tables and elsewhere in this Report.
SEC original ↗Esco Technologies Inc. — 10-Q Quarterly report10-QAug 10, 2026
The Existing Credit Facility matures August 30, 2028, with balance due by this date.
SEC original ↗Esco Technologies Inc. — 10-Q Quarterly report10-QAug 10, 2026
1 to the Existing Credit Facility which, among other things, (i) implemented a senior incremental delayed draw term loan credit facility in an aggregate principal amount of up to $ 375 million (the Incremental Facility), and (ii) permitted the direct or indirect acquisition by the Registrant or certain of its subsidiaries of all the issued and outstanding shares of PMES I Limited, Measurement Systems, Inc.
SEC original ↗Esco Technologies Inc. — 10-Q Quarterly report10-QAug 10, 2026
At June 30, 2026, the Company had approximately $ 442 million available to borrow under the Existing Credit Facility, plus the $ 250 million increase option subject to the lenders consent, in addition to $ 73.2 million cash on hand.
SEC original ↗Esco Technologies Inc. — 10-Q Quarterly report10-QAug 10, 2026
The Company classified $ 20 million as the current portion of long-term debt as of June 30, 2026, as the Company intends to repay this amount as obligated by the repayment terms of the Incremental Facility within the next twelve months.
SEC original ↗Esco Technologies Inc. — 10-Q Quarterly report10-QAug 10, 2026
Strategy & priorities
Bryan Sayler , Chief Executive Officer and President, commented, “It has been a transformational period at ESCO as we have focused on integrating ESCO Maritime Solutions (Maritime) and finalizing the divestiture of VACCO Industries.
SEC original ↗Esco Technologies Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Through a credit facility expansion option, the Company may elect to increase the aggregate amount of the revolving credit facility or obtain incremental term loans in any agreed currency up to the U.
SEC original ↗Esco Technologies Inc. — 10-Q Quarterly report10-QAug 10, 2026
Risks & headwinds
Margin was unfavorably impacted by inflationary pressures and tariffs, partially offset by leverage on higher volume and price increases.
SEC original ↗Esco Technologies Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
REVENUES Disaggregation of Revenues The tables below present our revenues from continuing operations by customer type, geographic location, and revenue recognition method for the three and nine-month periods ending June 30, 2026, as we believe this presentation best depicts how the nature, amount, timing and uncertainty of net sales and cash flows are affected by economic factors.
SEC original ↗Esco Technologies Inc. — 10-Q Quarterly report10-QAug 10, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documents- Q3 2026
- 8-KESE
Oct 2, 2026
- Q2 2026
- 10-QESE
Aug 10, 2026
- 8-KESE
Aug 6, 2026
- Q1 2026
- 8-KESE
Jun 3, 2026
- 10-QESE
May 11, 2026
- 8-KESE
May 7, 2026
- 8-KESE
Apr 16, 2026
- 8-KESE
Apr 15, 2026
- Q4 2025
- 10-QESE
- 8-KESE
Feb 5, 2026
- Q3 2025
- 10-KESE
Dec 1, 2025
- 8-KESE
Nov 20, 2025
- Q2 2025
- 10-QESE
Aug 11, 2025
- 8-KESE
Aug 7, 2025
- Q1 2025
- 10-QESE
- 8-KESE
May 7, 2025
- 8-KESE
Apr 28, 2025
- Q4 2024
- 10-QESE
Feb 10, 2025
- 8-KESE
Feb 6, 2025
- Q3 2024
- 10-KESE
Nov 29, 2024
- 8-KESE
Nov 14, 2024
- 8-KESE
Oct 18, 2024
- 8-KESE
Oct 1, 2024
- Q2 2024
- 10-QESE
- 8-KESE
Aug 7, 2024
- 8-KESE
Jul 8, 2024
- Q1 2024
- 10-QESE
May 10, 2024
- 8-KESE
May 9, 2024
- Q4 2023
- 10-QESE
- 8-KESE
Feb 8, 2024
Earnings releases
12 documentsPresentations
0 documentsNo presentations for Esco Technologies Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Esco Technologies Inc. are held in this edition of the library.
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