Engineered products maker ESCO Q4 sales rise, helped by Maritime acquisition

Esco Technologies

20/11/2025 21:25

Overview

ESCO Q4 sales grow 28.9% yr/yr but miss analyst expectations

Adjusted EPS for Q4 rises 29.6%

Company expects double-digit growth in sales and adjusted EPS for FY 2026

Outlook

ESCO Technologies expects FY 2026 net sales to grow 16-20% to $1.27bln-$1.31 bln, on a consolidated basis

Company anticipates FY 2026 Adjusted EPS to increase 24-29% to $7.50-$7.80

ESCO Technologies projects FY 2026 Adjusted EBIT to rise 21-25%

Result Drivers

MARITIME ACQUISITION - Maritime acquisition contributed $58 mln to Q4 sales growth

PRICE INCREASES AND VOLUME - Higher volume and price increases improved EBIT margins despite inflationary pressures

STRONG END-MARKET DEMAND - Strong demand in Navy and commercial aerospace drove sales growth in A&D segment

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Miss
$353 mln
$358.90 mln (2 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the industrial machinery & equipment peer group is "buy."

Wall Street's median 12-month price target for ESCO Technologies Inc is $201.50, about 7.7% below its November 19 closing price of $217.03

The stock recently traded at 30 times the next 12-month earnings vs. a P/E of 29 three months ago

Press Release: ID:nGNX4VfDHX

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)