Every 10-Q that ESCO Technologies, Inc. (ESE) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow ESE and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ESE filings page.
ESCO Technologies Inc. reported strong growth for the quarter and nine months ended June 30, 2026. Third‑quarter net sales were $339.0 million, up 14.4% from 2025, with earnings from continuing operations of $32.7 million and diluted EPS of $1.26, versus $24.8 million and $0.96 a year earlier.
For the first nine months of 2026, net sales rose to $938.0 million, up 26.3%, and earnings from continuing operations reached $95.0 million (diluted EPS $3.66) compared with $71.4 million (EPS $2.76) in 2025. Growth was led by the Aerospace & Defense segment, helped by the Maritime business, with additional gains in Utility Solutions Group and Test.
Backlog increased to $1,540.5 million, with about 59% expected to convert to revenue within 12 months. Operating cash flow from continuing operations was $193.4 million, funding $24.6 million of capital expenditures and $7.9 million of capitalized software. Total debt was $85.0 million against $73.2 million in cash and $442 million of unused revolving capacity. ESCO also agreed to acquire Megger Group Limited for $2.35 billion, to be funded with $0.9 billion in cash and ESCO equity valued at about $1.4 billion, expected to close in the first quarter of fiscal 2027.
ESCO Technologies Inc. reported strong growth for the quarter ended March 31, 2026, with net sales from continuing operations of $309.3 million, net earnings of $33.6 million and diluted EPS of $1.29, up from $231.8 million, $26.4 million and $1.02 a year earlier.
For the first six months of 2026, sales reached $599.0 million and net earnings from continuing operations were $62.2 million, or $2.40 per diluted share. Growth was led by the Aerospace & Defense segment, boosted by the Maritime acquisition, with additional gains in the Test and USG segments. Backlog rose to $1.47 billion, and operating cash flow from continuing operations improved to $134.6 million. ESCO also signed a definitive agreement to acquire Megger Group for about $2.35 billion, to be funded with $0.9 billion in cash and equity valued at approximately $1.4 billion, expanding its Utility Solutions Group.
ESCO Technologies delivered strong fiscal 2026 first‑quarter results. Net sales rose to $289.7 million from $214.6 million, a 35% increase, while net earnings from continuing operations grew to $28.7 million from $20.3 million. Diluted EPS from continuing operations increased to $1.11 from $0.79.
The Aerospace & Defense segment led growth, with sales up 75.6% to $143.8 million, driven by higher navy and aerospace revenues and a major contribution from the Maritime acquisition. Test segment sales increased 26.5% to $58.3 million, and USG was slightly higher at $87.5 million.
Consolidated EBIT from continuing operations improved to $38.4 million (13.2% margin) from $28.1 million (13.1% margin), despite amortization of intangible assets climbing to $20.3 million, mainly from Maritime. Orders surged to $557.2 million, lifting backlog to $1,401.1 million from $1,133.6 million, providing strong revenue visibility.
Cash flow from continuing operations more than doubled to $68.9 million from $29.2 million, supporting capital spending of $5.9 million and a dividend of $0.08 per share. At quarter end, ESCO held $103.8 million in cash and had $145.5 million of debt outstanding, with about $469 million still available on its credit facility plus a $250 million expansion option.
ESCO Technologies (ESE) reported third-quarter net sales of $296.3 million, up 26.8% from $233.6 million a year earlier, and nine-month sales of $742.7 million, up 15.0% year-over-year. Quarterly net earnings from continuing operations were $24.8 million versus $28.3 million last year; nine-month earnings from continuing operations rose to $71.4 million from $63.3 million. Diluted EPS from continuing operations was $0.96 for the quarter and $2.76 for the nine months.
The company completed a material acquisition on April 25, 2025, buying Signature Management & Power for approximately $472 million; Maritime contributed $37.1 million of revenue in the quarter and added substantial backlog and intangible assets, generating $222.7 million of goodwill. Backlog from continuing operations grew to $1,165.4 million from $664 million at September 30, 2024. The company also announced and subsequently completed the sale of VACCO, receiving about $275 million in net proceeds; VACCO is reported as discontinued operations.
Liquidity shows $78.7 million cash on hand and available credit under the facility; total borrowings increased to $525 million with long-term debt (net of current portion) of $505 million. Interest expense and the effective tax rate rose, reflecting acquisition-related financing and tax consequences.