-0.63%
-0.52%
5.56%
7.77%
30.08%
66.10%
38.09%
AI Spotlight on ESE
Company Description
ESCO Technologies Inc.produces and supplies engineered products and systems for industrial and commercial markets worldwide.It operates through Aerospace & Defense, Utility Solutions Group, and RF Shielding and Test segments.
The Aerospace & Defense segment designs and manufactures filtration products, including hydraulic filter elements and fluid control devices used in commercial aerospace applications; filter mechanisms used in micro-propulsion devices for satellites; and custom designed filters for manned aircraft and submarines.It also designs, develops, and manufactures elastomeric-based signature reduction solutions for U.S. naval vessels; and mission-critical bushings, pins, sleeves, and precision-tolerance machined components for landing gear, rotor heads, engine mounts, flight controls, and actuation systems for the aerospace and defense industries.The Utility Solutions Group segment provides diagnostic testing solutions that enable electric power grid operators to assess the integrity of high-voltage power delivery equipment; and decision support tools for the renewable energy industry, primarily wind and solar.
The RF Shielding and Test segment designs and manufactures RF test and secure communication facilities, acoustic test enclosures, RF and magnetically shielded rooms, RF measurement systems, and broadcast and recording studios; and RF absorptive materials and filters, active compensation systems, antennas, antenna masts, turntables, electric and magnetic probes, RF test cells, proprietary measurement software, and other test accessories to perform various tests.It also provides services, such as calibration for antennas and field probes, chamber certification, field surveys, customer training, and various product tests.The company distributes its products through a network of distributors, sales representatives, direct sales teams, and in-house sales personnel.
The company was incorporated in 1990 and is based in St. Louis, Missouri.
Market Data
| Last Price | 132.51 |
| Change Percentage | -0.63% |
| Open | 133.04 |
| Previous Close | 133.35 |
| Market Cap ( Millions) | 3418 |
| Volume | 39823 |
| Year High | 154 |
| Year Low | 96.69 |
| M A 50 | 138.6 |
| M A 200 | 121.66 |
Financial Ratios
| FCF Yield | 2.32% |
| Dividend Yield | 0.24% |
| ROE | 8.53% |
| Debt / Equity | 10.84% |
| Net Debt / EBIDTA | 35.26% |
| Price To Book | 2.7 |
| Price Earnings Ratio | 33.5 |
| Price To FCF | 43.11 |
| Price To sales | 3.33 |
| EV / EBITDA | 17.36 |
News
- Jan -14 - ESCO Technologies Announces First Quarter 2025 Earnings Release And Conference Call
- Nov -15 - ESCO Technologies Inc. (ESE) Q4 2024 Earnings Call Transcript
- Nov -14 - ESCO Reports Fourth Quarter and Fiscal 2024 Results
- Oct -30 - ESE Entertainment Completes 100% Acquisition of Gaming Production Company, Bombee Americas
- Oct -25 - Are Industrial Products Stocks Lagging ESCO Technologies (ESE) This Year?
- Oct -23 - ESCO Technologies Announces Fourth Quarter 2024 Earnings Release And Conference Call
- Oct -23 - ESE Entertainment Provides Corporate Update on Bombee Americas Acquisition
- Oct -22 - ESE Entertainment Completes Acquisition of Gaming Production Company, Bombee Americas
- Sep -13 - ESE Entertainment Announces Appointment of New Director
- Aug -08 - ESCO Technologies Inc. (ESE) Q3 2024 Earnings Call Transcript
- Aug -07 - ESCO Reports Third Quarter Fiscal 2024 Results
- Jul -19 - ESE Completes Sale of Minority Interest in GameAddik
- Jul -19 - ESE Entertainment Provides Corporate Update
- Jul -18 - ESE Completes Sale of Minority Interest in GameAddik
- Jul -17 - ESCO Technologies Announces Third Quarter 2024 Earnings Release And Conference Call
- Jul -10 - ESCO Technologies: Growth In Aerospace And Increasing Power Demand
- Jul -08 - ESCO Announces Acquisition of Navy Supplier
- Jun -06 - ESE Entertainment and Bombee Expand Partnership for Crescent Street Grand Prix Festival During the Week of the Montreal Formula 1
- Jun -05 - ESCO Technologies to Participate in the 2024 Wells Fargo Industrial Conference
- May -20 - Financial Contrast: ORIX (NYSE:IX) versus TROOPS (NASDAQ:TROO)
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Aerospace and Defense
Expected Growth : 5.5 %
What the company do ?
Aerospace and Defense segment of ESCO Technologies Inc. provides mission-critical components and subsystems for defense, space, and commercial aerospace applications.
Why we expect these perspectives ?
ESCO Technologies Inc.'s Aerospace and Defense segment growth of 5.5% is driven by increasing demand for advanced military communication systems, rising global defense spending, and growing commercial aerospace production. Additionally, the company's diversified portfolio of products and services, including filtration systems, RF shielding, and test and measurement solutions, contributes to its growth momentum.
Segment n°2 -> Utility Solutions Group
Expected Growth : 5.8 %
What the company do ?
The Utility Solutions Group of ESCO Technologies Inc. provides products and services for electric, gas, and water utilities, focusing on metering, data management, and grid optimization.
Why we expect these perspectives ?
Utility Solutions Group's 5.8% growth is driven by increasing demand for smart grid infrastructure, renewable energy integration, and energy efficiency solutions. Additionally, the group's focus on grid modernization, cybersecurity, and data analytics is contributing to its growth, as utilities invest in digital transformation to improve operational efficiency and customer experience.
Segment n°3 -> Test
Expected Growth : 5.2 %
What the company do ?
The Test from ESCO Technologies Inc. is a standardized assessment evaluating an individual's cognitive abilities, including problem-solving, reasoning, and thinking.
Why we expect these perspectives ?
ESCO Technologies Inc.'s 5.2% growth is driven by increasing demand for renewable energy and energy efficiency solutions, expansion in aerospace and defense markets, and strategic acquisitions. Additionally, the company's diversified portfolio and strong operational execution contribute to its growth momentum.
Esco Technologies Inc. Products
| Product Range | What is it ? |
|---|---|
| Test and Measurement Solutions | ESCO Technologies' test and measurement solutions provide precision and accuracy for various industries, including aerospace, defense, and industrial manufacturing. |
| Utility Solutions for Electric, Gas, and Water | ESCO Technologies' utility solutions offer advanced metering, grid management, and infrastructure support for electric, gas, and water utilities. |
| RF Shielding and Test Accessories | ESCO Technologies' RF shielding and test accessories provide electromagnetic interference (EMI) shielding and testing solutions for various industries. |
| Thermal Management Solutions | ESCO Technologies' thermal management solutions provide heat sinks, thermal interfaces, and other thermal management products for various industries. |
| Filtronics and Custom Magnetics | ESCO Technologies' Filtronics and custom magnetics provide high-reliability, custom-designed magnetics and filters for various industries. |
| Aerospace and Defense Solutions | ESCO Technologies' aerospace and defense solutions provide advanced technologies and products for military and aerospace applications. |
ESCO Technologies Inc.'s Porter Forces
Threat Of Substitutes
ESCO Technologies Inc. operates in a niche market with limited substitutes, but the threat of substitutes is still present due to the evolving nature of the industry.
Bargaining Power Of Customers
ESCO Technologies Inc. has a diverse customer base, which reduces the bargaining power of individual customers. Additionally, the company's products and services are often customized, making it difficult for customers to switch to alternative suppliers.
Bargaining Power Of Suppliers
ESCO Technologies Inc. relies on a few key suppliers for critical components, which gives them some bargaining power. However, the company's diversified supply chain and long-term relationships with suppliers mitigate this risk.
Threat Of New Entrants
The barriers to entry in ESCO Technologies Inc.'s markets are relatively high, including significant capital requirements, regulatory hurdles, and the need for specialized expertise. This limits the threat of new entrants.
Intensity Of Rivalry
ESCO Technologies Inc. operates in a highly competitive industry with several established players. The company must continually innovate and invest in research and development to maintain its market position.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 10.91% |
| Debt Cost | 8.13% |
| Equity Weight | 89.09% |
| Equity Cost | 9.62% |
| WACC | 9.46% |
| Leverage | 12.25% |
ESCO Technologies Inc. : Quality Control
ESCO Technologies Inc. passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| TDY | Teledyne Technologies Incorporated provides enabling technologies for industrial growth markets in the United States, Canada, the United Kingdom, Belgium, the Netherlands, and internationally. The company's Instrumentation segment offers monitoring and … |
| LFUS | Littelfuse, Inc. manufactures and sells circuit protection, power control, and sensing products in the Asia-Pacific, the Americas, and Europe. The company's Electronics segment offers fuses and fuse accessories, positive temperature … |
| PLXS | Plexus Corp., together with its subsidiaries, provides electronic manufacturing services in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. It offers design and development, supply chain, new product … |
| SANM | Sanmina Corporation provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services worldwide. It operates in two businesses, Integrated Manufacturing Solutions; and Components, Products and Services. The company … |
| ITRI | Itron, Inc., a technology and service company, provides end-to-end solutions that help manage operations in the energy, water, and smart city space worldwide. The company operates through three segments: Device … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
🥇
Sanmina
A-Score
1-Year Total Return ->
🥈
Teledyne Technologies
A-Score
1-Year Total Return ->
🥉
ESCO Technologies
A-Score
1-Year Total Return ->
4
Littelfuse
A-Score
1-Year Total Return ->
5
Plexus
A-Score
1-Year Total Return ->
6
