NYSE$ESE

ESCO Technologies Inc · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

ESCO Technologies Inc reported Q3 2025 results with revenue of $296.3 million and net earnings of $26.1 million.

The company achieved net sales of $296.3 million in the third quarter, up 26.8% year-over-year, driven by strong growth in the Aerospace & Defense segment following the Maritime acquisition. Net earnings from continuing operations were $24.8 million with diluted EPS of $0.96. Backlog reached $1.165 billion at quarter end.

  • Q3 revenue rose 26.8% to $296.3 million, led by A&D segment growth including $37.1 million from Maritime acquisition.
  • Diluted EPS from continuing operations was $0.96; net earnings totaled $26.1 million including discontinued operations.
  • Backlog increased to $1.165 billion with new orders of $749.1 million in the quarter.
  • Completed Maritime acquisition for $472 million and announced VACCO divestiture completed post-quarter.

Headline financials

Total Revenue

$296M

Previous: $261M+13.6%
EPS (adj)

$1.01

Previous: $1.13-10.6%
Backlog

1.2B

No prior period
Net Income

$26.1M

Previous: $29.2M-10.8%
Operating Income

-$256M

Previous: -$221M-15.9%
Cash & Equivalents

$78.7M

Previous: $63M+24.9%

Revenue & EPS history

ESCO Technologies · Revenue · Quarterly

$296M

Q3 2025+13.6%vs Q3 2024
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

ESCO Technologies · $296M total across 3 segments · Q3 2025

  • Aerospace & Defense
    $136M
  • USG
    $92.4M
  • Test
    $67.7M

Forward guidance

No explicit numerical guidance provided for future periods in the filing.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+0.4%

Avg return

Earnings day

+1.9%

Avg return

5 days after

+1.0%

Avg return

30 days after

50%

34 / 68 earnings

Positive

+19.7%

Q1 2025

Best reaction

-12.7%

Q3 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2025
Q2 2026-1.0%-9.4%-11.7%
Q1 2026+6.2%+18.8%+11.8%
Q4 2025+6.4%+1.3%-5.4%
Q2 2025+5.7%+13.4%+12.6%
Q1 2025+19.7%+25.0%+21.9%
Q4 2024+0.7%+2.1%-2.3%
Q3 2024+3.0%+2.8%+1.9%
Q2 2024-4.1%-4.1%-3.1%
Q1 2024-4.8%-5.0%-2.2%
Q4 2023+0.3%-0.1%+8.8%
Q3 2023+2.5%+1.6%-1.1%
Q2 2023+1.1%+0.7%+0.2%
Q1 2023-7.5%-5.0%-12.3%
Q4 2022+2.9%+6.2%-2.5%
Q3 2022+1.5%+13.7%+3.2%
Q2 2022+6.1%+4.2%+9.1%
Q1 2022-3.6%-8.6%-7.3%
Q4 2021+0.5%-2.4%-6.2%
Q3 2021+1.1%-4.1%-9.3%
Q2 2021-0.5%-0.0%-15.9%
Q1 2021+2.6%+3.7%+8.3%
Q4 2020-1.1%+3.7%+0.7%
Q3 2020+1.3%-0.0%-4.4%
Q2 2020+1.8%+6.0%+20.7%
Q1 2020+7.2%+5.8%-8.3%
Q4 2019+2.0%+0.5%+4.6%
Q3 2019-4.2%-4.6%-3.6%
Q2 2019-4.3%-3.0%-3.7%
Q1 2019+1.2%+2.1%+2.4%
Q4 2018+10.8%+9.7%+7.8%
Q3 2018+6.8%+6.7%+11.4%
Q2 2018+2.1%-1.0%+4.0%
Q1 2018+6.5%+1.1%+1.2%
Q4 2017-1.2%+3.5%+4.7%
Q3 2017-12.7%-16.0%-10.9%
Q2 2017-2.2%-1.8%+0.6%
Q1 2017-7.7%-4.6%-6.4%
Q4 2016+5.6%+9.5%+12.7%
Q3 2016-0.1%+0.9%+5.6%
Q2 2016-1.1%
Q1 2016-2.2%
Q4 2015+0.3%
Q3 2015-2.6%
Q2 2015+0.5%
Q1 2015-2.5%
Q4 2014-2.1%
Q3 2014+0.9%
Q2 2014+3.0%
Q1 2014+4.9%
Q4 2013-2.0%
Q3 2013-4.1%
Q2 2013-8.3%
Q1 2013-0.5%
Q4 2012-0.7%
Q3 2012+0.6%
Q2 2012+1.0%
Q1 2012+5.9%
Q4 2011+3.1%
Q3 2011-3.3%
Q2 2011-1.1%
Q1 2010-2.0%
Q1 2011-0.4%
Q2 2010-2.1%
Q4 2010-2.1%
Q4 2008-2.1%
Q3 2010-2.3%
Q4 2009-2.3%
Q3 2009-2.3%

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