ESE at a glance
ESCO TECHNOLOGIES INC (ESE, SEC CIK 866706) filed its latest 10-K annual report on December 1, 2025, a 10-Q quarterly report on August 10, 2026, an 8-K current report on October 2, 2026 and Form 4 insider filings as recently as July 20, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 30, 2025 (FY2025), ESCO TECHNOLOGIES INC (ESE) reported revenue of $1.1 billion (up 6.7% from FY2024) and net income of $299.2 million. Diluted EPS was $11.55.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding ESCO TECHNOLOGIES INC (ESE) shares worth $4.6 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.1B
- +6.7% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 32 funds
- $4.6B · −1 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 7.01 · Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Sep 30, 2025
Business Overview
- Core business model: Global provider of engineered components and systems for aviation, defense, Navy, industrial power users, and RF test and measurement solutions
- New segment emphasis: April 2025 acquisition of Signature Management & Power (SM&P) business, expanding naval product offerings with magnetic and electric field countermeasures and ultra-quiet propulsion motors
- Strategic shift: July 2025 divestiture of Space subsidiary VACCO Industries for $270M to focus on higher-growth, higher-margin markets
- Quantitative highlight: Total backlog $1.134B at Sept 30, 2025, up 70.7% from $664.2M prior year, driven mainly by A&D segment backlog increase to $803.0M
- Noteworthy fact: Launch of company-wide “ESCO Operating System” initiative in 2025 delivering velocity and cost improvements across operations
Risk Factors
- U.S. Government budget risk: 23% of 2025 revenue from U.S. defense contracts, subject to Congressional appropriations and debt ceiling risks
- Geopolitical exposure: 34% of 2025 sales international, significant risks from China-Taiwan tensions and Russia-Ukraine conflict affecting supply and cash repatriation
- Supply chain concentration: Doble depends on 6 manufacturers, one supplier provides 23% of products from a single U.S. location
- Competitive technology risk: A&D segment faces risk from inability to develop new aviation products as aircraft retire and are replaced
- Financial risk: Fixed-price contracts expose company to potential losses from cost overruns and higher inflation affecting development projects
Management Discussion & Analysis
- Revenue $1,095.4M in 2025, up 19.2% YoY from $919.1M in 2024, driven by A&D +$137.7M, Test +$27.7M, USG +$10.9M
- Operating EBIT margin 15.6% in 2025 vs 15.9% in 2024; EBIT $170.4M up 16.6%, led by A&D EBIT growth 45.8% to $125.1M (26.2% margin)
- Best segment A&D: sales $478.2M (+40.4%) and EBIT $125.1M (+45.8%); worst segment Test margin lowest 14.4% but EBIT up 19.2% to $34.1M
- Cash from operations $200.4M up from $121.6M; capex $36.3M vs $28.3M; Maritime acquisition cost $472M; dividends $8.3M; no share repurchases in 2025
- Backlog grew 70.7% YoY to $1,133.6M; management highlights growth prospects despite inflationary pressures; risks include market weakness in renewables (USG) and acquisition integration
AI summary of the ESE 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $339.0M, up 14.4% YoY from $296.3M, led by A&D growth of $31.9M
- EBIT margin 14.6% vs 13.8% YoY; net earnings $32.7M vs $24.8M
- Best segment A&D: sales $168.2M, up 23.4%; EBIT margin 30.0% vs 26.8%
- Worst segment Test: EBIT margin 15.4% vs 15.9%; Asian sales declined $3.9M
- Operating cash flow $193.4M vs $88.3M; $73.2M cash on hand and $442M borrowing availability
- Megger acquisition expected Q1 fiscal 2027 for approximately $2.35B; renewables weakness and geopolitical risks remain headwinds
AI summary of the ESE 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Filing contains only standard Regulation FD and website-reference disclaimers
- Report signed August 6, 2026 by Christopher L. Tucker, Senior Vice President and Chief Financial Officer
Item 2.02: Results of Operations and Financial Condition
- Fiscal 2026 third-quarter financial and operating results announced August 6, 2026
- Detailed results and management commentary furnished in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q3 sales rose 14% to $339 million, with organic growth 8% and Maritime contributing $23 million
- Adjusted EPS increased 38% to $2.20, while GAAP EPS rose 31% to $1.26
Item 1.01: Entry into a Material Definitive Agreement
- New Credit Agreement executed, replacing or amending existing financing arrangements
- Full agreement filed as Exhibit 10.1, providing definitive terms for investors’ review
AI summaries of ESE 8-K current reports filed with the SEC. What 8-K item codes mean
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| PHILLIPPY ROBERT J | A | Jul 17, 2026 | 4.983 | $318.52 |
| KHILNANI VINOD M | A | Jul 17, 2026 | 0.194 | $318.52 |
| Valdez Gloria L | A | Jul 17, 2026 | 2.044 | $318.52 |
| Hess Janice L. | A | Jul 17, 2026 | 0.248 | $318.52 |
| Campbell David A | A | Jul 17, 2026 | 0.912 | $318.52 |
| Dewar Patrick M | A | Jul 17, 2026 | 5.961 | $318.52 |
| Conner Penelope M | A | Jul 17, 2026 | 0.194 | $318.52 |
| Valdez Gloria L | D | May 1, 2026 | 106.46 | $326.96 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $956.0M | $1.0B | $1.1B |
| Operating Income | $119.1M | $146.2M | $170.4M |
| Net Income | - | $101.9M | $299.2M |
| Op. Margin | 12.5% | 14.2% | 15.6% |
| Net Margin | - | 9.9% | 27.3% |
| Balance Sheet | |||
| Total Assets | $1.7B | $1.8B | $2.4B |
| Equity | $1.1B | $1.2B | $1.5B |
| ROE | - | 8.2% | 19.4% |
| Per Share | |||
| EPS | $3.58 | $3.94 | $11.55 |
| Cash Flow | |||
| Operating CF | $76.9M | $127.5M | $241.9M |
Source: XBRL data in ESCO TECHNOLOGIES INC (ESE)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ESE share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $4.63B |
| Q1 2026 | 33 | $3.42B |
| Q4 2025 | 27 | $2.32B |
| Q3 2025 | 28 | $2.56B |
| Q2 2025 | 29 | $2.33B |
| Q1 2025 | 24 | $1.27B |
| Q4 2024 | 20 | $854.5M |
| Q3 2024 | 18 | $453.5M |
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- Citadel Advisors LLC−92.0K (-99%)
- Bank of America Corp−41.3K (-22%)
- Two Sigma Investments−32.7K (-30%)
- Dimensional Fund Advisors−32.3K (-5%)
- JPMorgan Chase & Co−20.9K (-31%)
- M&T Bank+1.3K
- Truist Financial+656
- Millennium Management−13.3K
- D.E. Shaw & Co−6.9K
- Mangrove Partners−843
Source: 13F-HR filings on SEC EDGAR (aggregated from 211 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ESE filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 2, 2026 | - | - | - |
| SC 13G | Aug 13, 2026 | - | - | |
| 10-Q | Aug 10, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Jul 20, 2026 | - | - | - |
| 4 | Jul 20, 2026 | - | - | - |
| 4 | Jul 20, 2026 | - | - | - |
| 4 | Jul 20, 2026 | - | - | - |
| 4 | Jul 20, 2026 | - | - | - |
| 4 | Jul 20, 2026 | - | - | - |
| 4 | Jul 20, 2026 | - | - | - |
| 8-K | Jun 3, 2026 | - | Analysis | |
| 10-Q | May 11, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 7, 2026 | - | Analysis | |
| 4 | May 4, 2026 | - | - | - |
| SC 13G | Apr 29, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 20, 2026 | - | - | - |
| 4 | Apr 20, 2026 | - | - | - |
| 4 | Apr 20, 2026 | - | - | - |
| 4 | Apr 20, 2026 | - | - | - |
| 4 | Apr 20, 2026 | - | - | - |
| 4 | Apr 20, 2026 | - | - | - |
| 4 | Apr 20, 2026 | - | - | - |
| 8-K | Apr 16, 2026 | - | Analysis | - |
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ESE SEC filings: frequently asked questions
Which institutions hold ESE stock?
As of June 30, 2026, the largest ESCO TECHNOLOGIES INC (ESE) holders among the 13F filers tracked by SignalX were BlackRock ($1.4 billion), Vanguard Portfolio Management LLC ($555.7 million), Invesco Ltd ($527.1 million), Vanguard Capital Management LLC ($408.9 million), State Street Corp ($381.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ESE's revenue in fiscal year 2025?
For the fiscal year ended September 30, 2025 (FY2025), ESCO TECHNOLOGIES INC (ESE) reported revenue of $1.1 billion (up 6.7% from FY2024) and net income of $299.2 million. Diluted EPS was $11.55. The figures come from the XBRL data in the 10-K.
What are the main risks in ESE's latest 10-K?
In the 10-K filed December 1, 2025, ESCO TECHNOLOGIES INC (ESE) flagged: U.S. Government budget risk: 23% of 2025 revenue from U.S. defense contracts, subject to Congressional appropriations and debt ceiling risks. Geopolitical exposure: 34% of 2025 sales international, significant risks from China-Taiwan tensions and Russia-Ukraine conflict affecting supply and cash repatriation. (AI summary of the Risk Factors section.)
What did ESE report in its latest 8-K?
ESCO TECHNOLOGIES INC (ESE) filed an 8-K on August 6, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 2.02 (Results of Operations and Financial Condition). Filing contains only standard Regulation FD and website-reference disclaimers.
What are the latest ESE SEC filings?
ESCO TECHNOLOGIES INC (ESE) filed its latest 10-K annual report on December 1, 2025, a 10-Q quarterly report on August 10, 2026, an 8-K current report on October 2, 2026 and a Form 4 insider filing on July 20, 2026.
What is ESE's SEC CIK number?
ESCO TECHNOLOGIES INC (ESE)'s SEC Central Index Key (CIK) is 866706. EDGAR lists every ESE filing under that number.
Ask anything about ESE
The research agent reads ESE's filings, financials, insider trades and 13F holders, then answers with sources.