Reading the tape
NYSE: ESE
ESCO Technologies Inc.
Technology · Hardware, Equipment & Parts
Market Cap
$8.49B
52w High
$330.00
52w Low
$161.61
P/E
27.86
Volume
177.85K
Outstanding Shares
25.90M
Price vs Fundamentals
Why The Stock Is Moving
Fundamentals are supporting the moveModerate confidence
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
1Y Price: 99.06%Revenue (TTM): 20.92%FCF (TTM): 97.89%P/FCF: 59th pct
What changed
The stock rose 99.06% over the last year. Revenue grew 20.92% over the trailing twelve months. Operating margin moved from 15.17% to 15.79%. Free cash flow grew 97.89% over the trailing twelve months.
What the market seems to be pricing
The stock move broadly lines up with stronger business momentum, and the shares are still only around the 59th percentile of their historical P/FCF range.
What would invalidate this read
Operating margin is at 15.79%. Revenue grew 20.92% — this thesis depends on that trajectory holding. If revenue growth, margins, or free cash flow roll over while the stock keeps climbing, more of the move would be coming from multiple expansion than business progress.
Company profile
ESCO Technologies Inc. produces and supplies engineered products and systems for industrial and commercial markets worldwide.
CEOBryan H. Sayler
SectorTechnology
IndustryHardware, Equipment & Parts
Employees3,242
IPO dateOct 1, 1990
Valuation
Forward P/E—
EV/EBITDA22.82
Enterprise value$5.6B
Stock splits
Sep 26, 2005↑ Forward
Every 1 shares became 2
Profitability & growth
Revenue growth34.98%
Gross margin41.57%▼0.43%vs FY2024
Operating margin15.79%▼1.55%vs FY2024
ROE19.42%▲135.85%vs FY2024
Analyst consensus
RatingBuy
Target price$350.00▲6.82%
9
Buy
6
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
May 7, 2026
Q2 FY26 · EPS est $1.84 · Revenue est $307.88M
View
Dividends
$0.32/shareQuarterly4yr growth streakSafeESE pays a dividend with a 0.1% dividend yield, 4 consecutive years of growth, covered 23.0× by free cash flow.
Dividend Yield
0.1%
Annual Div / Share
$0.32
5yr CAGR
+0%
Payout Ratio
2.72%
Safe
Dividend Growth Rate
3yr CAGR
+0%
5yr CAGR
+0%
10yr CAGR
+0%
Dividend Safety
10/10Safe
Dividend History
Annual dividends paid per share
YearAnnual DivYoY
2025$0.32+0.0%
2024$0.32+0.0%
2023$0.32+0.0%
2022$0.32+33.3%
2021$0.24-25.0%
2020$0.32-20.0%
2019$0.40+25.0%
Income Projection
Invest
$
Growth rate:
Reinvest dividends
Today
$1/yr
$0/mo
In 5 yrs
$1/yr
$0/mo
In 10 yrs
$1/yr
$0/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$1/yr $0/mo | $1/yr $0/mo | $1/yr $0/mo |
Analysis
Dividend Strengths
Well-covered by free cash flow
The dividend is covered 23.0× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Risks to Watch
No strong risk signal stands out from the latest period pair.