Filing Flows › ESCO Technologies (ESE) › Q3 FY26 › vs Q2 FY26
ESCO Technologies (ESE) Q3 FY26 vs Q2 FY26 (quarter over quarter)
ESCO Technologies's revenue rose $29.7M (+10%) from $309M in Q2 FY26 to $339M in Q3 FY26. The biggest changes: Aerospace and Defense +$17.9M (+12%); USG +$6.4M (+7%); Test +$5.4M (+8%). Operating margin 12.1% against 14.2% (-2.1 pts).
ESCO Technologies, Q3 FY26: revenue $339M (+14% year over year), operating margin 12.1%, net earnings $32.7M, operating cash flow $58.8M. The chart draws each line against Q2 FY26, the increases inside each band.
Margins
| Q3 FY26 | Q2 FY26 | Change | |
|---|---|---|---|
| Operating margin | 12.1% | 14.2% | -2.1 pts |
| Net margin | 9.7% | 11.2% | -1.6 pts |
| Free cash flow margin | 14.0% | -0.3% | +14.2 pts |
Every line
| Line | Q3 FY26 | Q2 FY26 | Change | % |
|---|---|---|---|---|
| Aerospace and Defense | $168M | $150M | $17.9M | +12% |
| USG | $100M | $93.5M | $6.4M | +7% |
| Test | $70.9M | $65.5M | $5.4M | +8% |
| Revenue | $339M | $309M | $29.7M | +10% |
| Operating profit | $41.0M | $43.9M | −$2.9M | -7% |
| Costs & expenses | $298M | $265M | $32.6M | +12% |
| Pre-tax earnings | $41.0M | $45.0M | −$4.1M | -9% |
| Cost of revenue | $198M | $178M | $19.5M | +11% |
| SG&A | $71.0M | $62.8M | $8.2M | +13% |
| Other operating costs | $29.6M | $24.6M | $4.9M | +20% |
| Net earnings | $32.7M | $34.7M | −$2.0M | -6% |
| Income tax | $8.2M | $10.3M | −$2.1M | -20% |
| Depreciation & amortization | $26.7M | $26.8M | −$94K | -0.4% |
| Share-based compensation | $3.6M | $3.3M | $285K | +9% |
| Working capital & other | $4.3M | $58.5M | −$54.1M | -93% |
| Operating cash flow | $58.8M | $6.4M | $52.3M | +815% |
| Free cash flow (OCF − capex) | $47.3M | −$811K | $48.1M | — |
| Capital expenditures | $11.4M | $7.2M | $4.2M | +58% |
Questions
How much did ESCO Technologies's revenue grow quarter over quarter in Q3 FY26?
ESCO Technologies's revenue rose $29.7M (+10%) from $309M in Q2 FY26 to $339M in Q3 FY26.
What drove ESCO Technologies's revenue change in Q3 FY26?
Aerospace and Defense +$17.9M (+12%); USG +$6.4M (+7%); Test +$5.4M (+8%).