ESE is the ticker symbol for ESCO TECHNOLOGIES INC, a publicly traded Technology sector company listed on NYSE. 13F Pro tracks ESE with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is ESE a good stock to buy?

13F Pro's AI ranking engine scores ESE at 71.4/100, ranked #179 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for ESE is available at https://13fpro.ai/company/ESE. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source ESE data?

All ESCO TECHNOLOGIES INC fundamentals and ownership data come directly from SEC EDGAR. ESCO TECHNOLOGIES INC files with the SEC under CIK 866706. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

ESCO TECHNOLOGIES INC ESE

NYSEMid CapTechnology

13F Pro quality score

Rank #179 of 2,925TOP 10%

Why it scores 71 Technology peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$339.03M

Quarter to Jun 30

Net income

$32.73M

Quarter to Jun 30

Free cash flow

$47.33M

Quarter to Jun 30

Operating margin

12.1%

Quarter to Jun 30

Top Institutional Holders

as of Q2 2026

$9.04B total

BlackRock, Inc.

$1.43B+3.0%

VANGUARD PORTFOLIO MANAGEMENT LLC

$555.68M+3.1%

Invesco Ltd.

$527.06M+19.8%

VANGUARD CAPITAL MANAGEMENT LLC

$408.89M+0.5%

STATE STREET CORP

$381.08M+5.0%

GEODE CAPITAL MANAGEMENT, LLC

$264.20M+19.2%

T. Rowe Price Investment Management, Inc.

$246.26M+114.4%

DIMENSIONAL FUND ADVISORS LP

$211.48M-5.1%

PRICE T ROWE ASSOCIATES INC /MD/

$192.07M+140.1%

WASATCH ADVISORS LP

$167.21M+65.7%

Capital World Investors

$166.24M-36.7%

MORGAN STANLEY

$159.21M-2.5%

GENEVA CAPITAL MANAGEMENT LLC

$157.22M-28.3%

Conestoga Capital Advisors, LLC

$156.49M-17.5%

Neuberger Berman Group LLC

$123.61M-43.6%

SILVERCREST ASSET MANAGEMENT GROUP LLC

$120.36M-15.4%

AMERICAN CENTURY COMPANIES INC

$117.20M+4701.8%

Hood River Capital Management LLC

$115.62M+8.6%

Nuveen, LLC

$109.89M-13.4%

NORGES BANK

$109.06M--

FMR LLC

$106.84M+619.9%

HAWK RIDGE CAPITAL MANAGEMENT LP

$105.54M+78.8%

NORTHERN TRUST CORP

$105.04M+7.0%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$104.98M+0.4%

DRIEHAUS CAPITAL MANAGEMENT LLC

$100.81M+55.1%

See all 450 institutional holders →

What's Driving ESE's Business? Latest 10-Q Breakdown

36/36 datapoints verified

AI-extracted from the 10-Q filed 2026-08-10 — Q3 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Q3 net sales rose 14.4% to $339.0 million on a $31.9 million A&D increase, lifting diluted EPS from continuing operations to $1.26 from $0.96.

Biggest Revenue Drivers

Aerospace & Defense (A&D)$168.2M+23.4% YoY

Mainly a $22.3 million increase in navy revenues and $7.9 million in aerospace; Maritime contributed $22.7 million of growth.

Utility Solutions Group (USG)$100.0M+8.2% YoY

$12.9 million increase at Doble on protection testing, offline test equipment and services, offset by a $5.3 million decrease at NRG.

Biggest Revenue Drivers

Total revenue: $339.0M+14.4% YoY

Aerospace & Defense (A&D)$168.2M+23.4% YoY

Mainly a $22.3 million increase in navy revenues and $7.9 million in aerospace; Maritime contributed $22.7 million of growth.

Utility Solutions Group (USG)$100.0M+8.2% YoY

$12.9 million increase at Doble on protection testing, offline test equipment and services, offset by a $5.3 million decrease at NRG.

RF Test & Measurement (Test)$70.9M+4.7% YoY

$7.1 million increase from U.S. and European operations on higher Test and Measurement, medical/industrial shielding and filters volumes.

Largest Expense Items

Cost of sales$197.5M

Rose from $174.4 million a year earlier alongside higher sales volumes.

Selling, general and administrative$71.0M

20.9% of net sales, flat versus prior year; up on Maritime, higher sales, inflation and Megger acquisition costs at Corporate.

Amortization of intangible assets$20.3M

Increase versus $16.8 million mainly due to intangible assets related to the Maritime acquisition.

Interest expense, net$8.7M

Includes approximately $7 million of debt financing costs related to the pending Megger acquisition.

Margins: Consolidated EBIT was $49.7 million, or 14.6% of net sales, versus 13.8% a year ago. A&D EBIT margin rose to 30.0% from 26.8% on volume leverage and price, while USG slipped to 22.0% from 23.3%.

Watch Items from the Filing

Pending Megger acquisition for approximately $2.35 billion — $0.9 billion cash plus $1.4 billion equity — expected to close in the first quarter of fiscal 2027.
New credit facility signed May 29, 2026 adds a $500 million revolver, $500 million term loan A and $500 million term loan B upon closing.
New orders fell to $409.5 million from $749.1 million, though prior-year included $364.2 million of Maritime acquired backlog.
Backlog of $1,540.5 million versus $1,133.6 million at September 30, 2025, with about 59% expected to convert to revenue within twelve months.
NRG sales fell $5.3 million on weakness in the renewables market, and Test's Asian operations declined $3.9 million.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q3 2026

EDGAR

Net Income

Q3 2026

EDGAR

EPS (Diluted)

Q3 2026

EDGAR

Operating Margin

Q3 2026

EDGAR

ROIC

Q3 2026

EDGAR

Free Cash Flow

Q3 2026

EDGAR

Debt/Equity

Q3 2026

EDGAR

Financial Trends

Revenue & Net Income

13fpro.ai/company/ESE

Earnings Per Share

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ESCO TECHNOLOGIES INC reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2025	10-K	$1.1B	$299.2M	15.6%
FY 2024	10-K	$919.1M	$101.9M	15.9%
FY 2023	10-K	$855.8M	$92.5M	13.9%
FY 2022	10-K	$857.5M	$82.3M	12.4%
FY 2021	10-K	$715.4M	$63.5M	11.3%
FY 2020	10-K	$730.5M	$99.4M	5.0%

About ESCO TECHNOLOGIES INC (ESE): stock profile, AI score and financials

ESCO TECHNOLOGIES INC (ESE) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores ESE at 71.4/100 on a composite quality score built from its SEC filings, placing it at rank #179 of 2,925 stocks — the top 10% of the AI-ranked universe. ESE scores in the top quartile across balance sheet strength (90.5), profitability (87.6), revenue growth (82.1). Areas of concern include earnings quality (34.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q3 2026), ESCO TECHNOLOGIES INC reports quarterly revenue of $339.0M, net income of $32.7M, an operating margin of 12.1%. Top institutional holders of ESE by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, Invesco Ltd., based on the most recent SEC filings. ESE trades on the NYSE exchange and files with the SEC under CIK 866706. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ESE daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ESCO TECHNOLOGIES INC directly from SEC EDGAR.

Financials through the period ended Jun 30, 2026SEC EDGAR: CIK 866706 →

ESCO TECHNOLOGIES INC ESE

Top Institutional Holders

What's Driving ESE's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

ESE key financials by period

ESE insiders

Congress trading in ESE

About ESCO TECHNOLOGIES INC (ESE): stock profile, AI score and financials

ESCO TECHNOLOGIES INC ESE

Top Institutional Holders

What's Driving ESE's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

ESE key financials by period

Companies similar to ESE

ESE insiders

Congress trading in ESE

About ESCO TECHNOLOGIES INC (ESE): stock profile, AI score and financials