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ESCO Technologies
ESCO Technologies (ESE) investor relations material
ESCO Technologies Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary5 Feb, 2026
Executive summary
Q1 2026 delivered strong results with net sales up 35% to $289.7 million, driven by robust performance in all segments and significant contributions from the Maritime acquisition.
Orders surged 143% year-over-year to $557.2 million, with record backlog reaching $1.4 billion and a book-to-bill ratio of 1.92.
Adjusted EPS rose 73% to $1.64, while GAAP EPS from continuing operations increased 41% to $1.11.
Backlog increased 24% from September 2025, with 58% expected to convert to revenue within twelve months.
Strong cash flow and liquidity position support ongoing operations and capital needs.
Financial highlights
Net sales: $289.7 million, up 35% year-over-year; organic sales up 11%.
Orders: $557.2 million, up 143% year-over-year; organic orders up 39%.
Adjusted EBIT margin expanded by 380 basis points to 19.4%; Adjusted EBITDA margin up 320 bps to 22.5%.
Adjusted EPS: $1.64, up 73%; GAAP EPS: $1.11, up 41%.
Operating cash flow: $68.9 million, more than doubled year-over-year.
Outlook and guidance
FY 2026 sales guidance raised to $1.29–$1.33 billion (18–21% growth), mainly due to Test business outperformance.
Adjusted EPS guidance increased to $7.90–$8.15, representing 31–35% growth; Q2 2026 Adjusted EPS expected at $1.75–$1.85.
Aerospace & Defense revenue growth forecast raised to 34–39%, including 7–9% organic growth; Test segment guidance raised to 9–11% growth.
Full-year tax rate guidance lowered to 23–23.5%.
58% of backlog expected to convert to revenue within twelve months.
Assess Maritime's impact on A&D segment profitability
Reconcile USG Q1 performance with FY26 guidance
Detail A&D backlog conversion expectations
What M&A segments are primary focus?
NRG business: When will growth normalize?
A&D full-year revenue guidance rationale?
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Next ESCO Technologies earnings date
Q2 20266 May, 2026
ESCO Technologies
Next ESCO Technologies earnings date
Q2 20266 May, 2026
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Frequently asked questions
ESCO Technologies Inc provides engineered products and solutions for industrial and commercial markets. The company operates through segments including aerospace, utility solutions, and RF shielding and test. It serves customers in the energy, aviation, and defense sectors. The company is headquartered in St. Louis, Missouri, and its shares are listed on the NYSE.
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