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Jun 30
ESCO Technologies Q3 2025 Earnings Report
ESCO Technologies reported its third quarter fiscal 2025 results, with significant increases in sales, adjusted EPS, and orders, driven by the integration of ESCO Maritime Solutions and the divestiture of VACCO Industries.
Key Takeaways
ESCO Technologies delivered a strong third quarter in fiscal 2025, with sales increasing 27% to $296.3 million and Adjusted EPS from Continuing Operations rising 25% to $1.60. The company saw a remarkable 194% increase in orders, reaching $749 million, leading to a record backlog of $1.17 billion. This performance was largely attributed to the strategic acquisition of Maritime and the divestiture of VACCO, which reshaped the company's portfolio towards a larger Navy business.
Q3 2025 Sales increased 27% to $296.3 million compared to $233.6 million in Q3 2024.
Q3 2025 Adjusted EPS from Continuing Operations increased 25% to $1.60 per share compared to $1.28 per share in Q3 2024.
Q3 2025 Entered Orders were $749.0 million, a 194% increase, resulting in a record backlog of $1.17 billion.
The company's Adjusted EBIT margin increased 180 basis points to 21.1% in the quarter, reflecting improved operational profitability.
ESCO Technologies
ESCO Technologies
ESCO Technologies Revenue by Segment
Revenue by Segment
Aerospace & Defense Revenue
CapyFin.comUtility Solutions Group Revenue
CapyFin.comRF Test & Measurement Revenue
CapyFin.com Forward Guidance
ESCO Technologies is increasing its full-year fiscal 2025 guidance for revenue from continuing operations to $1.075 billion to $1.105 billion and Adjusted EPS from Continuing Operations to $5.75 to $5.90, reflecting continued market strength and improved operational performance.
Positive Outlook
- FY 2025 full year guidance for revenue from continuing operations increased by $20 million.
- New FY 2025 revenue guidance range is $1.075 billion to $1.105 billion (17% to 20% increase over prior year).
- Organic revenue from continuing operations expected to increase 7% to 9%.
- FY 2025 Adjusted EPS guidance increased to $5.75 to $5.90 (21% to 24% growth over FY 2024).
- Q4 Adjusted EPS from Continuing Operations expected to be in the range of $2.04 to $2.19 (14% to 22% growth over Q4 2024).