ESCO TECHNOLOGIES INC.
In the published model solve dated 2026-Q2, anchored at $274.02, ESCO TECHNOLOGIES INC. (ESE) is priced for today's economics sustained for ~9.6 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Borrowings amount to roughly half of a single year of operating profit on continuing operations, after about 270 million dollars of proceeds from the July 2025 sale of VACCO Industries went primarily to paying down debt, and the share count has not grown in four years. • That balance sheet is about to be spent: a signed agreement to buy Megger Group for 2.35 billion dollars, made up of 922 million dollars in cash and 5.10 million newly issued shares, adds close to a fifth to the share count an
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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: 2026-08-06 (items 2.02, 7.01, 9.01); 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).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.