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ESCO Technologies (ESE) earnings and revenue breakdown

Latest: Q3 FY26 · 10-Q filed Aug 10, 2026 · ESCO Technologies (ESE) Q3 FY26 earnings results →

Q3 FY26 Revenue up 14% year over year to $339M · 10¢ of every $1 of revenue kept as net profit · operating margin 12.1%

ESCO Technologies made $339M in Q3 FY26 (+14% Y/Y): Aerospace and Defense $168M, USG $100M, Test $70.9M. Operating margin 12.1%, net earnings $32.7M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Aug 10, 2026.

Revenue$339M
Year over year+14%
Operating margin12.1%
Net earnings$32.7M
Operating cash flow$58.8M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $339.0M in Q3 FY26, up 14% year over year and up 10% from the previous quarter. Aerospace and Defense was the largest line at 50% of revenue. Aerospace and Defense added $31.9M year over year (up 23%), 75% of the total change.

Operating profit was $41.0M, a 12.1% margin (up 0.9 points year over year). Of the extra revenue versus Q3 FY25, 18% reached operating profit, above the 11% margin then. Total costs grew 13% against revenue growth of 14%. The fastest-growing cost line was SG&A (+14%). Net earnings were $32.7M, up 26% year over year. The effective tax rate was 20.1%.

Operating cash flow was $58.8M (down 20% year over year), 179% of net earnings. Non-cash charges added back $26.7M of depreciation and amortization and $3.6M of share-based compensation. Working capital and other items used $4.3M. Capital expenditures of $11.4M left free cash flow of $47.3M.

Quarterly history

ESCO Technologies revenue by quarterESCO Technologies revenue by quarter$299MQ4 FY24$266MQ2 FY25$296MQ3 FY25$353MQ4 FY25$290MQ1 FY26$309MQ2 FY26$339MQ3 FY26
ESCO Technologies net earnings by quarterESCO Technologies net earnings by quarter$34.3MQ4 FY24$31.0MQ2 FY25$26.1MQ3 FY25$219MQ4 FY25$28.7MQ1 FY26$34.7MQ2 FY26$32.7MQ3 FY26
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 FY2610-QAug 10, 2026$339M+14%12.1%$32.7M$58.8M
Q2 FY2610-QMay 11, 2026$309M+34%14.2%$34.7M$6.4M
Q1 FY2610-QFeb 9, 2026$290M+35%13.2%$28.7M$68.9M
Q4 FY2510-KDec 1, 2025$353M+29%16.9%$219M$110M
Q3 FY2510-QAug 11, 2025$296M+27%11.2%$26.1M$73.7M
Q2 FY2510-QMay 9, 2025$266M+7%15.3%$31.0M$24.1M
Q4 FY2410-KNov 29, 2024$299M+10%14.8%$34.3M$72.1M

Charts

ESCO Technologies: revenue growth, year over year and quarter over quarterESCO Technologies: revenue growth, year over year and quarter over quarterY/YQ/Q+10%Q4 FY24+7%-11%Q2 FY25+27%+12%Q3 FY25+29%+19%Q4 FY25+35%-18%Q1 FY26+34%+7%Q2 FY26+14%+10%Q3 FY26
Latest (Q3 FY26): Y/Y +14%, Q/Q +10%.
ESCO Technologies: where the cash came from (+) and went (−), TTM to Q3 FY26ESCO Technologies: where the cash came from (+) and went (−), TTM to Q3 FY26Other financing−$596MOther investing$260MOperating cash flow$244MNet borrowing (+) / repaid (−)$144MCapital spending−$36.7MAcquisitions−$10.2MDividends−$8.3MCash drawn (+) / kept (−)$5.6MExchange rates−$2.6M
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
ESCO Technologies: profit against cash, quarter by quarterESCO Technologies: profit against cash, quarter by quarterNet incomeOperating cash flow$34.3M$72.1MQ4 FY24$23.5M$34.2MQ1 FY25$31.0M$24.1MQ2 FY25$26.1M$73.7MQ3 FY25$219M$110MQ4 FY25$28.7M$68.9MQ1 FY26$34.7M$6.4MQ2 FY26$32.7M$58.8MQ3 FY26
Latest (Q3 FY26): Net income $32.7M, Operating cash flow $58.8M.
ESCO Technologies: diluted shares by fiscal yearESCO Technologies: diluted shares by fiscal year26MFY2026MFY2126MFY2226MFY2326MFY2426MFY25
-0.9% since FY20: buybacks shrank the count.
ESCO Technologies in its industry: growth against margin (12 companies, SIC 3669)ESCO Technologies in its industry: growth against margin (12 companies, SIC 3669)revenue growth, year over year →↑ operating marginmedian +6%median 3%LITEAIOTTBCHNSSCINSGREKRTRCKKSCPAMPGRSKIAASNSESE (+14%, 12%)
Communications Equipment, NEC; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About ESCO Technologies

The Registrant is ESCO Technologies Inc. (NYSE: ESE), sometimes referred to in this report as ESCO. Except where the context indicates otherwise, the terms “Company”, “we”, “our” and “us” are used in this report to refer to ESCO together with its subsidiaries through which its businesses are conducted. We are: Our business is focused on generating predictable and profitable long-term growth in sales and earnings through continued expansion of our product offerings across each of our business segments. Our corporate strategy is centered on a multi-segment portfolio serving our established high-growth, high-margin end markets through a number of wholly-owned direct and indirect subsidiaries. Our stock is listed on the New York Stock Exchange, where its ticker symbol is “ESE”.

In its own words, from its 10-K, filed Dec 1, 2025.

ESCO Technologies against its Communications Equipment, NEC peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +14% against the peers' median +5%. Operating margin: 12.1% against the peers' median 2.8%.

CompanyQuarterRevenueY/YOp. margin
ESE ESCO TechnologiesQ3 FY26$339M+14%12.1%
LITE Lumentum HoldingsQ1 FY27$1.3B+136%28.5%
AIOT PowerfleetQ1 FY27$111M+6%0.2%
TBCH Turtle BeachQ3 2026$84.7M+5%6.9%
NSSC Napco Security TechnologiesQ1 FY27$50.0M+2%28.2%
INSG InseegoQ3 2026$33.3M-28%-21.6%
REKR Rekor SystemsQ2 2026$12.7M+2%1.8%
TRCK Track GroupQ3 FY26$9.1M-0.1%2.8%
KSCP KnightscopeQ2 2026$9.0M+228%-145.1%

Source: ESCO Technologies 10-Q on SEC EDGAR · CIK 866706 · Communications Equipment, NEC

Guidance and outlook

ESCO Technologies Revenue: guidance against what was reportedESCO Technologies Revenue: guidance against what was reportedguided rangereported (above / within / below)FY25$1.1BFY26
Met or beat 1 of 1 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.
ESCO Technologies Tax rate: guidance against what was reportedESCO Technologies Tax rate: guidance against what was reportedguided rangereported (above / within / below)FY2510.9%FY26
Met or beat 1 of 1 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.

13F: who owns ESE and who is buying

Largest holders of ESE (13F)Largest holders of ESE (13F)BlackRock$1.4BVanguard Group$562MVanguard Portfolio Management LLC$556MInvesco$527MVanguard Capital Management LLC$409MState Street$381MGeode Capital Management, LLC$264MT. Rowe Price Investment Manageme…$246MDimensional Fund Advisors LP$211MPrice T Rowe Associates$192M
Funds' net buying of ESE by quarter (13F)Funds' net buying of ESE by quarter (13F)$33.0M2024-09−$40.9M2024-12$7.0M2025-03$115M2025-06−$45.5M2025-09−$56.9M2025-12−$121M2026-03$257M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on ESE

History

Every quarter: Q3 FY26 results · Q2 FY26 results · Q1 FY26 results · Q4 FY25 results · Q3 FY25 results · Q2 FY25 results · Q4 FY24 results

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