What is the 13F Pro Quality Score for ESE?

13F Pro ranks ESCO TECHNOLOGIES INC (ESE) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View ESE's current score at https://13fpro.ai/company/ESE (free sign-up required for the full ranking).

Which hedge funds own the most ESE stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of ESE include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, Invesco Ltd.. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/ESE as soon as new 13F filings post.

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.

What sector is ESE in?

ESCO TECHNOLOGIES INC (ESE) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives ESE's revenue?

Per ESCO TECHNOLOGIES INC's latest 10-Q filed with the SEC on 2026-08-10, the biggest revenue drivers are: Aerospace & Defense (A&D) ($168.2M, +23.4% YoY); Utility Solutions Group (USG) ($100.0M, +8.2% YoY); RF Test & Measurement (Test) ($70.9M, +4.7% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/ESE.

What are ESE's largest expenses?

ESCO TECHNOLOGIES INC's latest 10-Q reports these as the largest expense items: Cost of sales ($197.5M); Selling, general and administrative ($71.0M); Amortization of intangible assets ($20.3M). Sourced directly from SEC EDGAR filing text for Q3 FY2026 (quarter ended June 30, 2026).

How often is ESE research updated on 13F Pro?

ESE's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

ESCO TECHNOLOGIES INC(ESE)Stock Analysis

AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →

Technology →NYSEmid

Institutional-grade research for retail investors

SEC EDGAR: CIK 866706 ESE stock profile & AI dashboard →

13F Pro Quality Score

70.0/100

Rank #237 of 2,960 stocksTOP 10%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

74.7/100

Profitability

88.0/100

Balance Sheet

90.4/100

Earnings Quality

34.5/100

Free Cash Flow

66.9/100

Institutional Flow

73.0/100

Revenue Scale

55.0/100

Dilution Risk

57.5/100

Email me the moment this company reports earnings

AI Research Report

Two-page plain-English analysis: business, thesis, and three scenarios for the next two years. Refreshed every quarter.

Upgrade to Pro

Pro: 5 reports/month · Pro+: unlimitedOpinion, not investment advice. Do your own research.

Why ESE Scores 70/100

exact factor attribution · 2026-09-11

ESE's composite is driven by profitability and revenue growth, held back by earnings quality. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Profitability

+5.7 pts

88th pct

Revenue growth

+4.9 pts

75th pct

Capital efficiency

+4.0 pts

90th pct

Free cash flow

+2.5 pts

67th pct

Earnings growth

+2.1 pts

92th pct

Institutional flow

+1.1 pts

73th pct

Scale

+0.8 pts

55th pct

Shareholder dilution

+0.4 pts

58th pct

Earnings quality

-1.6 pts

35th pct

Latest change (2026-08-10): 63 → 58 · ↓ Profit margin 69→60; ↓ Free cash flow 68→56

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

ESE Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for ESCO TECHNOLOGIES INC (ESE), a Technology sector company. 13F Pro's AI-powered ranking engine scores ESE at 70.0/100 on a 32-signal composite quality model, placing it at rank #237 of 2,960 stocks — the top 10% of the AI-ranked universe. ESE scores in the top quartile across balance sheet strength (90.4), profitability (88.0). Areas of concern include earnings quality (34.5), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 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. ESCO TECHNOLOGIES INC's 13F Pro composite quality score has ranged between 33 and 74 since 2021, currently 70.0 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about ESCO TECHNOLOGIES INC

Quirks, history, and lore behind ESE — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. industrial technology company · small-cap · listed on NYSE · headquartered in Missouri.
2
The Numbers
Annual revenue in the range of roughly $1 billion, spread across three distinct business segments serving both commercial and government customers.
3
The History
Spun off from Emerson Electric in the late 1990s, it carved out an independent life making highly engineered, niche technical products that most people never think about — but really need.
4
The Secret
Its business touches utility infrastructure, RF shielding, and filtration — three things that sound unrelated until you realize they all serve critical, hard-to-disrupt markets.
5
The Lore
Its electromagnetic compatibility testing chambers — giant rooms that block all outside signals — are used by engineers worldwide to make sure your gadgets don't accidentally jam each other.
6
The Giveaway
Ticker ESE, name sounds like the letters E-S-C-O: a quiet Missouri spinoff whose three segments cover utility solutions, RF shielding, and filtration — niche excellence, one acronym at a time.

▶ Think you know your stocks? Play the Daily Ticker

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

✓ 36/36 datapoints verified

AI-extracted from ESCO TECHNOLOGIES INC's 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 →Share on X

Revenue

Q2 2026

$339.0M

Net Income

Q2 2026

$32.7M

Free Cash Flow

Q2 2026

$47.3M

Operating Margin

Q2 2026

12.1%

ROIC

Q2 2026

9.4%

D/E Ratio

Q2 2026

0.08

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+19.2% YoY

$1.10BFY 2025

FY22 $857.5MFY23 $855.8MFY24 $919.1MFY25 $1.10B

Net Income

+193.7% YoY

$299.2MFY 2025

FY22 $82.3MFY23 $92.5MFY24 $101.9MFY25 $299.2M

Operating Income

+16.5% YoY

$170.4MFY 2025

FY22 —FY23 $119.1MFY24 $146.2MFY25 $170.4M

EPS (Diluted)

+193.1% YoY

$11.55FY 2025

FY22 $3.16FY23 $3.58FY24 $3.94FY25 $11.55

Total Assets

+31.1% YoY

$2.41BFY 2025

FY22 $1.65BFY23 $1.68BFY24 $1.84BFY25 $2.41B

Total Debt

+39.5% YoY

$226.0MFY 2025

FY22 $193.0MFY23 $142.0MFY24 $162.0MFY25 $226.0M

Op. Cash Flow

+89.7% YoY

$241.9MFY 2025

FY22 $135.3MFY23 $76.9MFY24 $127.5MFY25 $241.9M

Free Cash Flow

+107.1% YoY

$205.6MFY 2025

FY22 $103.2MFY23 $57.2MFY24 $99.3MFY25 $205.6M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$1.10B +19.2%	$919.1M +7.4%	$855.8M -0.2%	$857.5M +19.9%	$715.4M -2.1%	$730.5M
Net Income	$299.2M +193.7%	$101.9M +10.1%	$92.5M +12.4%	$82.3M +29.6%	$63.5M -36.1%	$99.4M
Operating Income	$170.4M +16.5%	$146.2M +22.7%	$119.1M	—	—	—
EPS (Diluted)	$11.55 +193.1%	$3.94 +10.1%	$3.58 +13.3%	$3.16 +30.6%	$2.42 -36.5%	$3.81
Total Assets	$2.41B +31.1%	$1.84B +9.2%	$1.68B +1.7%	$1.65B +4.9%	$1.58B +15.1%	$1.37B
Total Debt	$226.0M +39.5%	$162.0M +14.1%	$142.0M -26.4%	$193.0M -0.5%	$194.0M +81.1%	$107.1M
Operating Cash Flow	$241.9M +89.7%	$127.5M +65.9%	$76.9M -43.2%	$135.3M +9.9%	$123.1M +49.7%	$82.3M
Free Cash Flow	$205.6M +107.1%	$99.3M +73.4%	$57.2M -44.5%	$103.2M +7.0%	$96.4M +92.2%	$50.2M

Get alerted when ESE's score changes

Free account: watchlist tracking, the daily AI brief, and the AI screener.

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Available Research

13F Pro tracks comprehensive data for ESCO TECHNOLOGIES INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of ESE

BlackRock, Inc.
$1.4B4,094,472 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$555.7M1,587,483 sh
Invesco Ltd.
$527.1M1,505,723 sh
VANGUARD CAPITAL MANAGEMENT LLC
$408.9M1,168,130 sh
STATE STREET CORP
$381.1M1,088,666 sh
GEODE CAPITAL MANAGEMENT, LLC
$264.2M754,650 sh
T. Rowe Price Investment Management, Inc.
$246.3M703,524 sh
DIMENSIONAL FUND ADVISORS LP
$211.5M604,176 sh
PRICE T ROWE ASSOCIATES INC /MD/
$192.1M548,711 sh
WASATCH ADVISORS LP
$167.2M477,687 sh

Fund	Value	Shares
BlackRock, Inc.	$1.4B	4,094,472
VANGUARD PORTFOLIO MANAGEMENT LLC	$555.7M	1,587,483
Invesco Ltd.	$527.1M	1,505,723
VANGUARD CAPITAL MANAGEMENT LLC	$408.9M	1,168,130
STATE STREET CORP	$381.1M	1,088,666
GEODE CAPITAL MANAGEMENT, LLC	$264.2M	754,650
T. Rowe Price Investment Management, Inc.	$246.3M	703,524
DIMENSIONAL FUND ADVISORS LP	$211.5M	604,176
PRICE T ROWE ASSOCIATES INC /MD/	$192.1M	548,711
WASATCH ADVISORS LP	$167.2M	477,687

Companies Similar to ESE

Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.

DIOD

DIODES INC /DEL/

AI score

Similar quality profile · 26 shared holders

EMERALD ADVISERS, LLC Tributary Capital Management, LLC EMERALD MUTUAL FUND ADVISERS TRUST

MTSI

MACOM Technology Solutions Holdings, Inc.

AI score

Similar quality profile · 17 shared holders

T. Rowe Price Investment Management, Inc.GENEVA CAPITAL MANAGEMENT LLC DRIEHAUS CAPITAL MANAGEMENT LLC

POWL

POWELL INDUSTRIES INC

AI score

Similar quality profile · 18 shared holders

Capital World Investors LOOMIS SAYLES & CO L P DRIEHAUS CAPITAL MANAGEMENT LLC

AEIS

ADVANCED ENERGY INDUSTRIES INC

AI score

Similar quality profile · 21 shared holders

LOOMIS SAYLES & CO L P SILVERCREST ASSET MANAGEMENT GROUP LLC DRIEHAUS CAPITAL MANAGEMENT LLC

BELFA

BEL FUSE INC /NJ

AI score

Similar quality profile · 18 shared holders

T. Rowe Price Investment Management, Inc.WASATCH ADVISORS LP LOOMIS SAYLES & CO L P

NXT

Nextpower Inc.

AI score

Similar quality profile · 9 shared holders

DRIEHAUS CAPITAL MANAGEMENT LLC FORT WASHINGTON INVESTMENT ADVISORS INC /OH/OP Asset Management Ltd

TER

TERADYNE, INC

AI score

Similar quality profile · 10 shared holders

T. Rowe Price Investment Management, Inc.Capital International Investors Hood River Capital Management LLC

CGNX

COGNEX CORP

AI score

Similar quality profile · 18 shared holders

Hood River Capital Management LLC Capital International Investors ROYCE & ASSOCIATES LP

Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.

More Technology Companies

View all Technology →

AGILENT TECHNOLOGIES, INC.

AAOI

APPLIED OPTOELECTRONICS, INC.

AAPL

Apple Inc.

ABNB

Airbnb, Inc.

ACCL

Acco Group Holdings Ltd

ACCS

ACCESS Newswire Inc.

ACFN

ACORN ENERGY, INC.

ACIW

ACI WORLDWIDE, INC.

Put ESE on your watchlist

Track score changes the day ESCO TECHNOLOGIES INC files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.

View Pricing

Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Popular Research

AAPL

Apple

MSFT

Microsoft

NVDA

NVIDIA

GOOG

Alphabet

AMZN

Amazon

Is ESE a good stock to buy?

13F Pro's AI-powered analysis of ESCO TECHNOLOGIES INC (ESE) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ESE are available on the ESE stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. ESE is classified as a mid company.

Which hedge funds own ESE?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ESE. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ESCO TECHNOLOGIES INC's investment landscape.