ESCO Technologies Non-GAAP EPS of $2.32 beats by $0.19, revenue of $352.67M beats by $46.28M

2025-11-20 16:18:28 ET

• ESCO Technologies press release ( ESE ): Q4 Non-GAAP EPS of $2.32 beats by $0.19 .
• Revenue of $352.67M (+17.9% Y/Y) beats by $46.28M .

• Management expects double-digit sales, Adjusted EBIT, Adjusted EBITDA, and Adjusted EPS growth in FY 2026....

  Expectations for growth in FY 2026 compared to FY 2025:

  • Net sales are expected to grow 16 to 20 percent to a range of $1.27 to $1.31 billion on a consolidated basis, with A&D growing 33 to 38 percent (6 to 8 percent organic growth plus Maritime revenue of $230 to $245 million), USG growing 4 to 6 percent, and Test growing 3 to 5 percent.
  • Adjusted EBIT is expected to increase approximately 21 to 25 percent with Adjusted EBIT margins increasing to 20.9 to 21.5 percent of sales.
  • Adjusted EBITDA is expected to increase approximately 20 to 24 percent with Adjusted EBITDA margins increasing to 23.8 to 24.6 percent of sales.
  • The effective income tax rate is expected to be in the range of 23.7 to 24.1 percent in 2026.
  • FY 2026 Adjusted EPS is expected to increase 24 to 29 percent to a range of $7.50 to $7.80 per share.
  • Q1 2026 Adjusted EPS is expected to increase 32 to 42 percent compared to the prior year first quarter and be in the range of $1.25 - $1.35 per share.
  • Consistent with prior years, revenues and Adjusted EPS are expected to grow sequentially throughout the year.

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