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Filing Flows › ESCO Technologies (ESE) › Q3 FY26 › vs Q3 FY25

ESCO Technologies (ESE) Q3 FY26 vs Q3 FY25 (year over year)

ESCO Technologies's revenue rose $42.7M (+14%) from $296M in Q3 FY25 to $339M in Q3 FY26. The biggest changes: Aerospace and Defense +$31.9M (+23%); USG +$7.6M (+8%); Test +$3.2M (+5%). Operating margin 12.1% against 11.2% (+0.9 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 Q3 FY25, the increases inside each band.

ESCO Technologies: what changed, Q3 FY26 vs Q3 FY25ESCO Technologies: what changed, Q3 FY26 vs Q3 FY25Costs & expenses$34.8MAerospace and Defense$31.9MWorking capital & other$27.0MCost of revenue$23.2MFree cash flow (OCF − capex)−$17.1MOperating cash flow−$15.0MSG&A$9.0MOperating profit$7.9MUSG$7.6MNet earnings$6.7M

Margins

Q3 FY26Q3 FY25Change
Operating margin12.1%11.2%+0.9 pts
Net margin9.7%8.8%+0.9 pts
Free cash flow margin14.0%21.7%-7.8 pts

Every line

LineQ3 FY26Q3 FY25Change%
Aerospace and Defense$168M$136M$31.9M+23%
USG$100M$92.4M$7.6M+8%
Test$70.9M$67.7M$3.2M+5%
Revenue$339M$296M$42.7M+14%
Operating profit$41.0M$33.1M$7.9M+24%
Costs & expenses$298M$263M$34.8M+13%
Pre-tax earnings$41.0M$34.4M$6.6M+19%
Cost of revenue$198M$174M$23.2M+13%
SG&A$71.0M$62.0M$9.0M+14%
Other operating costs$29.6M$26.9M$2.7M+10%
Net earnings$32.7M$26.1M$6.7M+26%
Income tax$8.2M$8.3M−$95K-1%
Depreciation & amortization$26.7M$22.4M$4.4M+20%
Share-based compensation$3.6M$2.6M$1.0M+39%
Working capital & other$4.3M−$22.7M$27.0M—
Operating cash flow$58.8M$73.7M−$15.0M-20%
Free cash flow (OCF − capex)$47.3M$64.4M−$17.1M-26%
Capital expenditures$11.4M$9.3M$2.1M+22%

Questions

How much did ESCO Technologies's revenue grow year over year in Q3 FY26?

ESCO Technologies's revenue rose $42.7M (+14%) from $296M in Q3 FY25 to $339M in Q3 FY26.

What drove ESCO Technologies's revenue change in Q3 FY26?

Aerospace and Defense +$31.9M (+23%); USG +$7.6M (+8%); Test +$3.2M (+5%).

Q3 FY26 results → · Compare in the interactive Sankey →