The financials
ESCO Technologies Inc. by the numbers
ESCO Technologies Inc. (ESE) reported revenue of $309M in Q2 2026 (quarter ended March 31, 2026), up 33% from the same quarter a year earlier. That came with a gross margin of 42% and net income of $35M (11% of revenue). For the full year FY2025, revenue was $1.10B (+19% year on year) and net income $299M. Its largest segment in 2026-Q1 was Aerospace And Defense at $150M, 49% of the disclosed total, just ahead of Utility Solutions Group at 30%.
| Income statement | Q2 2026 | Q2 2025 | Change |
|---|---|---|---|
| Revenue | $309M | $232M | +33% |
| Gross profit | $131M | $99M | +32% |
| Operating income | $44M | $34M | +27% |
| Net income | $35M | $31M | +12% |
| Diluted EPS | $1.34 | $1.20 | +12% |
| Operating | Revenue | Share |
|---|---|---|
| Aerospace And Defense | $150M | 49% |
| Utility Solutions Group | $94M | 30% |
| RF Shielding And Test | $66M | 21% |
Business Segments
Revenue split by operating segment, from SEC XBRL filings.
Latest period: Q1 2026Total $309.3M (+6.8%)
Aerospace And Defense grew +68% year on yearUtility Solutions Group +3.0% year on year
Segment Latestquarter on quarteryear on year
- Aerospace And Defense$150.3M$150.3MQoQ +4.5%year on year +68%+4.5%+68%
- Utility Solutions Group$93.5M$93.5MQoQ +6.9%year on year +3.0%+6.9%+3.0%
- RF Shielding And Test$65.5M$65.5MQoQ +12%year on year +27%+12%+27%
Scientific & Technical Instruments
Ranks #4 of 16 by Smart Score