NYSE · ESE
ESCO Technologies Inc.
Technology · Hardware, Equipment & Parts
$268.09▼ 0.12% ($0.33)at close
As of 4:00 PM ET
Market cap
$6.95B
P/E
Valuation
Cash-flow DCF
Verdict: fairly priced. Price above Base.
The price needs 19.8% free cash flow growth a year for 5 years. Our scenarios assume −0.3–25.0%.
That's 1.3× its past 10-year pace.
Value per share
Base case
$219.93
Price used $268.09 is 22% above this
USD · TTM ending Jun 30, 2026 · Price Sep 25, 8:00 PM UTC
FCFF base normalized by replacing latest capex with the company's trailing median capex-to-revenue ratio.
2 more notes
Historical FCFF CAGR and the default growth rates are taken from the raw historical series. The valuation base is normalized for the current-period DCF.
Reported total debt includes capitalised leases (~34% of the total). They are excluded from net debt and from the WACC weights because rent is already charged inside operating income. The Net Debt shown here is therefore lower than the balance-sheet figure elsewhere on this page.
Free cash flow each value needs
Free cash flow today $242M. The price needs $882M by 2036. Base case: $711M. At its recent pace: $957M. Bear to Bull: $284M to $1.4B.
Free cash flow today $242M. The price needs $882M by 2036. Base case: $711M. At its recent pace: $957M. Bear to Bull: $284M to $1.4B.
Free cash flow in 2036
today $242M
+$171Mmore than the Base case · 1.2×
Value per share · Base case
$219.93
Price $268.09
22% above this
- Stage 1 growth, yrs 1–5
- 14.7%
- Stage 2 growth, yrs 6–10
- 8.1%
- Discount rate
- 11.2%
FCFF base normalized by replacing latest capex with the company's trailing median capex-to-revenue ratio.
2 more notes
Historical FCFF CAGR and the default growth rates are taken from the raw historical series. The valuation base is normalized for the current-period DCF.
Reported total debt includes capitalised leases (~34% of the total). They are excluded from net debt and from the WACC weights because rent is already charged inside operating income. The Net Debt shown here is therefore lower than the balance-sheet figure elsewhere on this page.
USD · TTM ending Jun 30, 2026 · Price Sep 25, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 28.1% over the last year. Revenue grew 20.07% over the trailing twelve months. Operating margin moved from 15.37% to 14.95%. Free cash flow grew 29.25% 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 53rd percentile of their historical P/FCF range.
What would invalidate this read
Operating margin is at 14.95%. Revenue grew 20.07% — 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.
Return analysis
Company profile
ESCO Technologies Inc. serves global industrial and commercial markets by offering specialized engineered products and sophisticated systems.
Market multiples
Stock splits
Every 1 shares became 2
Profitability & growth
Analyst consensus
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
Nov 19, 2026
Q4 FY26 · EPS est $2.58 · Revenue est $375.01M
View
Institutional Sentiment
ESCO Technologies Inc. · ESE
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.