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Sep 30, 2025
ESCO Technologies Q4 2025 Earnings Report
ESCO Technologies reported strong fourth-quarter performance with double-digit EPS and revenue growth, fueled by acquisition contributions and solid end-market demand.
Key Takeaways
The company delivered robust Q4 2025 results with $353M in revenue and $44.9M in net income, driven by strength in aerospace and defense and the Maritime acquisition. Adjusted EPS grew significantly.
Revenue by Segment
Forward Guidance
Management expects strong double-digit growth in sales, Adjusted EBIT, EBITDA, and EPS in FY 2026, with sequential improvement throughout the year.
Positive Outlook
- FY 2026 sales expected to grow 16–20% to $1.27–1.31B
- A&D revenue projected to grow 33–38% with Maritime contribution
- Adjusted EBIT margins projected to rise to 20.9–21.5%
- Adjusted EPS forecasted at $7.50–$7.80 (up 24–29%)
- Q1 2026 Adjusted EPS expected to grow 32–42% YoY
Challenges Ahead
- Inflationary pressures still impacting segment margins
- Wireless market remains weak within Test segment
- NRG sales decline offsets Doble’s gains in USG segment
- Tax payment related to VACCO divestiture expected in H1 FY 2026
Historical Earnings Impact
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Avg. Return Before/After Earnings
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