ESCO Technologies Reports Strong Q2 Results, Raises Full-Year EPS Guidance on Robust Sales and Record Backlog
ESE sits 94% above its 52-week low of $162.735.
Summary
ESCO Technologies announced strong second-quarter fiscal 2026 results, with sales up 33% and adjusted EPS surging 63%, leading to a raised full-year adjusted EPS guidance.
Key Events · Earnings and Guidance · ESE
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Strong Q2 Financial Performance
Sales increased 33% to $309 million, and Adjusted EPS from continuing operations rose 63% to $1.91 compared to the prior year period.
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Record Orders and Backlog
Entered orders grew 42% to $378 million, resulting in a record backlog of $1.5 billion with a book-to-bill ratio of 1.22.
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Raised Full-Year Guidance
The company increased its full-year fiscal 2026 Adjusted EPS guidance to a range of $8.00 - $8.25 per share, reflecting a midpoint increase of $0.10 from prior guidance.
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Segment Strength
Aerospace & Defense sales surged 67.7%, and RF Test & Measurement sales increased 27.5%, contributing to broad-based revenue strength.
Analysis · ESE · Manufacturing
ESCO Technologies delivered an exceptionally strong second quarter, marked by substantial revenue and earnings growth across its key segments. The significant increase in entered orders and a record backlog provide strong visibility for future performance. The decision to raise full-year Adjusted EPS guidance signals management's confidence in continued operational momentum and financial strength, making this a highly positive update for investors.
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In the 30 days to Oct 1, 2026, 35.9% of the 1030 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.57%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, ESE was trading at $315.16 on NYSE in the Manufacturing sector, with a market capitalization of approximately $8.6B. The 52-week trading range was $162.74 to $346.20. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.