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Dec 31, 2025
ESCO Technologies Q1 2026 Earnings Report
ESCO Technologies delivered strong first quarter growth driven by record orders and margin expansion.
Key Takeaways
ESCO Technologies reported robust Q1 2026 results with sales up 35% year over year, driven by strong demand across all segments, record order intake, and meaningful adjusted EBIT margin expansion.
Revenue increased 35% year over year to $290 million
Entered orders reached a quarterly record of $557 million
Adjusted EPS rose 73% year over year
Backlog expanded to a record $1.4 billion
Revenue by Segment
Forward Guidance
Management raised full-year guidance reflecting strong demand, favorable end-market conditions, and continued operating momentum.
Positive Outlook
- Raised full-year revenue guidance
- Strong demand across all three segments
- Record backlog supporting future growth
- Margin expansion driven by operating leverage
- Positive outlook for Aerospace & Defense markets
Challenges Ahead
- Inflationary cost pressures
- Execution risk integrating acquisitions
- Potential variability in government funding timing
- Supply chain and labor constraints
- Macroeconomic and geopolitical uncertainty
Historical Earnings Impact
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Avg. Return Before/After Earnings
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