ESCO Technologies Inc. (ESE) Q4 2025 Earnings Call Transcript

ESCO Technologies Inc. ( ESE ) Q4 2025 Earnings Call November 20, 2025 5:00 PM EST Company Participants Kate Lowrey - Vice President of Investor Relations Bryan Sayler - President, CEO & Director Christopher Tucker - Senior VP & CFO Conference Call Participants Zachary Marriott - Stephens Inc., Research Division Jonathan Tanwanteng - CJS Securities, Inc. Presentation Operator Good day, and thank you for standing by. Welcome to the Fourth Quarter 2025 ESCO Technologies Earnings Call.

Seeking Alpha • Nov 21, 2025

ESCO Reports Fourth Quarter And Fiscal 2025 Results

- Q4 Sales increase 29% to $353 Million - Q4 Entered Orders increase 30% to $321 Million - Q4 GAAP EPS from Continuing Operations increases 14% to $1.73 - Q4 Adjusted EPS from Continuing Operations increases 30% to $2.32 - FY 2025 Sales increase 19% to $1.1 Billion - FY 2025 Entered Orders increase 57% to $1.6 Billion - FY 2025 GAAP EPS from Continuing Operations increases 13% to $4.49 - FY 2025 Adjusted EPS from Continuing Operations increases 26% to $6.03 - - Q4 Sales increase 29% to $353 Million - Q4 Entered Orders increase 30% to $321 Million - Q4 GAAP EPS from Continuing Operations increases 14% to $1.73 - Q4 Adjusted EPS from Continuing Operations increases 30% to $2.32 - FY 2025 Sales increase 19% to $1.1 Billion - FY 2025 Entered Orders increase 57% to $1.6 Billion - FY 2025 GAAP EPS from Continuing Operations increases 13% to $4.49 - FY 2025 Adjusted EPS from Continuing Operations increases 26% to $6.03 -

GlobeNewsWire • Nov 20, 2025

ESCO Technologies Announces Fourth Quarter 2025 Earnings Release and Conference Call

St. Louis, Oct. 22, 2025 (GLOBE NEWSWIRE) -- ESCO Technologies Inc. (NYSE:ESE) will report its fourth quarter financial results after the market close on Thursday, November 20, 2025, followed by a conference call where the financial results and related commentary will be discussed.   Event:       Fourth Quarter 2025 Conference Call Date:        Thursday, November 20Time:        4:00 p.m.

GlobeNewsWire • Oct 22, 2025

ESCO Technologies Inc. (ESE) Q3 2025 Earnings Call Transcript

ESCO Technologies Inc. (NYSE:ESE ) Q3 2025 Earnings Conference Call August 7, 2025 5:00 PM ET Company Participants Bryan H. Sayler - President, CEO & Director Christopher L.

Seeking Alpha • Aug 8, 2025

ESCO (ESE) Q3 Orders Surge 194%

ESCO (ESE) Q3 Orders Surge 194%

The Motley Fool • Aug 7, 2025

ESCO Reports Third Quarter Fiscal 2025 Results

- Q3 Sales increase 27% to $296 Million - Q3 GAAP EPS from Continuing Operations decreases 13% to $0.96 - Q3 Adjusted EPS from Continuing Operations increases 25% to $1.60 - Q3 Orders increase 194% to $749 Million / Book-to-Bill of 2.53x - Increasing Guidance for FY'25 Adjusted EPS from Continuing Operations to $5.75-5.90 (21%-24% growth) - - Q3 Sales increase 27% to $296 Million - Q3 GAAP EPS from Continuing Operations decreases 13% to $0.96 - Q3 Adjusted EPS from Continuing Operations increases 25% to $1.60 - Q3 Orders increase 194% to $749 Million / Book-to-Bill of 2.53x - Increasing Guidance for FY'25 Adjusted EPS from Continuing Operations to $5.75-5.90 (21%-24% growth) -

GlobeNewsWire • Aug 7, 2025

Are Industrial Products Stocks Lagging ESCO Technologies (ESE) This Year?

Here is how Esco Technologies (ESE) and AZZ (AZZ) have performed compared to their sector so far this year.

Zacks Investment Research • Jul 31, 2025

4 Manufacturing Electronics Stocks to Consider on Robust Industry Trends

The Zacks Manufacturing - Electronics industry is gaining from strength across major end markets. ETN, EMR, ESE and AZZ are some notable stocks in the industry.

Zacks Investment Research • Jul 29, 2025

ESCO Completes Divestiture Of VACCO Industries

St. Louis, July 21, 2025 (GLOBE NEWSWIRE) -- ESCO Technologies Inc. (NYSE:ESE) completed the previously announced divestiture of VACCO Industries to RBC Bearings Incorporated (NYSE: RBC), an international manufacturer and marketer of highly engineered precision bearings and products, headquartered in Oxford, Connecticut. Net proceeds on the transaction were approximately $275 million reflecting customary working capital adjustments attributable to operating activities since the time of the transaction announcement on May 20, 2025.

GlobeNewsWire • Jul 21, 2025

RBC Bearings Incorporated Completes Acquisition of VACCO Industries

OXFORD, Conn.--(BUSINESS WIRE)--RBC Bearings Incorporated (NYSE: RBC), a prominent international manufacturer of highly engineered precision bearings, components and essential systems for the aerospace, defense and industrial industries, today announced that it has completed its previously announced acquisition of VACCO Industries from ESCO Technologies Inc. (NYSE: ESE) for $275 million in cash subject to post-closing adjustments. The purchase price was paid with a draw under RBC's $500 million.

Business Wire • Jul 21, 2025