ESCO TECHNOLOGIES INC.
At today's price, ESCO TECHNOLOGIES INC. (ESE) is priced for today's economics sustained for ~11.1 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• ESCO Technologies is a diversified aerospace, defense, and industrial-test company whose order momentum is exceptional, a 1.22 book-to-bill and a backlog up nearly 30% to $1.5 billion, with operating margin expanding 370 basis points toward the level the price assumes. • The biggest specific risk is the valuation: at roughly 53 times trailing operating income only the forward-growth method reaches the price, which embeds margin and growth holding for close to twelve years, leaving no floor if
Is ESE overvalued? See what's priced in →
418 institutional managers reported holding ESE in 13F filings for the quarter ended 2026-03-31. 81 opened new positions that quarter. Held by BlackRock, Vanguard Group, Invesco, among others. On the short side, 692k shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ESE has cut its share count 0.5% over the past five years, spending $40.28M on repurchases. It pays a dividend, and has paid one every year in our records (16 and counting); the current rate is $0.32 a share annually. Cash returned over the past three years: $22.71M in dividends and $8.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at ESE over the trailing three years. Absence is a fact about the company, not a signal. 9 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ESE's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-10 | +2.5% | +0.9% |
| 2023-11-30 | -0.4% | -1.4% |
| 2024-02-10 | -4.8% | +3.9% |
| 2024-05-11 | -4.1% | +11.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ESE's latest 8-K filings: 2026-06-03 (items 1.01, 1.02, 2.03, 9.01); 2026-05-07 (items 2.02, 7.01, 9.01); 2026-04-16 (items 1.01, 3.02, 9.01); 2026-04-15 (items 2.02, 7.01, 9.01); 2026-02-05 (items 2.02, 5.07, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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