ESE ESCO TECHNOLOGIES INC

company

SEC Filings & Insider Trading Activity 2026

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

What are the latest ESE SEC filings in 2026?

ESCO TECHNOLOGIES INC (ESE) has filed a 10-K annual report on December 1, 2025, a 10-Q quarterly report on May 11, 2026, an 8-K current report on June 3, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did ESE file its most recent 10-K annual report?

ESCO TECHNOLOGIES INC (ESE) filed its most recent 10-K annual report on December 1, 2025. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view ESE 10-Q quarterly reports?

ESCO TECHNOLOGIES INC (ESE)'s most recent 10-Q quarterly report was filed on May 11, 2026. SignalX displays every ESE 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has ESE filed recently?

ESCO TECHNOLOGIES INC (ESE)'s most recent 8-K was filed on June 3, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find ESE insider trading activity (Form 4)?

SignalX aggregates every ESE Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does ESE file with the SEC?

ESCO TECHNOLOGIES INC (ESE) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new ESE filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for ESCO TECHNOLOGIES INC (ESE).

What is ESE's SEC CIK number?

ESCO TECHNOLOGIES INC (ESE)'s SEC CIK (Central Index Key) number is 866706. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 866706 to look up all ESE filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find ESE return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from ESCO TECHNOLOGIES INC (ESE) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.