ESCO (ESE) Q3 Orders Surge 194%

ESCO Technologies (NYSE:ESE), a diversified supplier to sectors including aerospace, defense, utilities, and industrial markets, reported its third-quarter fiscal 2025 results on August 7, 2025. The release showed strong operational progress, including a surge in new orders and a record backlog. However, GAAP revenue came to $296.3 million, which was below the $318.6 million analyst estimate (GAAP). Non-GAAP earnings per share (EPS) reached $1.60, also below the $1.65 consensus, while GAAP EPS fell to $0.96 from $1.10 in Q3 FY2024. Overall, the quarter demonstrated significant year-over-year growth and strategic momentum, but fell short of expectations for both GAAP revenue and non-GAAP earnings due to acquisition-related costs and timing impacts.

Source: Analyst estimates provided by FactSet. Management expectations based on management's guidance, as provided in Q2 2025 earnings report.

ESCO Technologies operates across several key markets, specializing in solutions for aerospace, defense, utilities, and industrial testing. Its Aerospace Defense (A) segment produces equipment for military and commercial aerospace, often for U.S. Navy and allied navies. The Utility Solutions Group (USG) delivers testing and monitoring systems for power grids, while the Test segment supplies products and systems for RF measurement and regulatory compliance.

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Source Fool.com