Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ESE
HOLDESCO Technologies Inc. · Technology · United States · $8.5B · Avg Vol: $88M/d
COMPANY DESCRIPTION
ESCO Technologies Inc. is a diversified manufacturer of highly engineered products and solutions for utility, defense, aerospace, and commercial applications globally. Its competitive moat is built on specialized technical expertise, proprietary technologies, and a diverse portfolio of critical products like test and measurement systems, filtration, and utility infrastructure solutions.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 857.5M | 855.8M | 919.1M | 1.1B | 8.5% | 1.2B | 1.3B | 1.6B | 19.0% |
| EPS | 3.18 | 3.59 | 3.96 | 11.58 | 53.8% | 5.06 | 15.74 | 17.47 | 22.8% |
| Shares | 25.9M | 25.8M | 25.8M | 25.8M | -0.1% | 25.9M | — | — | — |
| Debt | 177.9M | 138.6M | 156.8M | 230.4M | 9.0% | 212.7M | — | — | — |
| Equity | 1.0B | 1.1B | 1.2B | 1.5B | 13.7% | — | — | — | — |
| Op CF | 135.3M | 76.9M | 127.5M | 241.9M | 21.4% | 258.9M | — | — | — |
| Inv CF | -55.9M | -52.5M | -104.6M | -255.8M | — | — | — | — | — |
| Fin CF | -32.1M | -78.3M | -0.8M | 49.5M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of ESE are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ESE | ESCO Technologies Inc.(you) | $8.5B | 61 | HOLD |
| TRMB | Trimble Inc. | $12.3B | 58 | HOLD |
| NOVT | Novanta Inc. | $5.0B | 63 | HOLD |
| BMI | Badger Meter, Inc. | $3.7B | 62 | HOLD |
| MKSI | MKS Inc. | $22.2B | 68 | BUY |
| CGNX | Cognex Corporation | $10.3B | 83 | STRONG BUY |
| ST | Sensata Technologies Holding plc | $6.6B | 83 | STRONG BUY |
| FTV | Fortive Corporation | $19.0B | 73 | BUY |
| ITRI | Itron, Inc. | $3.7B | 75 | BUY |
| VNT | Vontier Corporation | $4.3B | 82 | STRONG BUY |
Peer medians: ROE 7.5% · P/E 37.2x · Gross margin 53.2%