ESCO Technologies IncESE
± MixedCapitalrelevance
Revenue miss and EBITDA shortfall offset by EPS beat and raised guidance

ESCO Technologies reported second-quarter fiscal 2026 revenue of $339 million, missing analyst estimates of $341.4 million despite 14.4% year-on-year growth. Adjusted earnings per share of $2.20 beat the consensus of $2.12 by 3.9%, while adjusted EBITDA of $83.76 million fell short of the $84.55 million estimate. The company raised its full-year revenue guidance to $1.32 billion at the midpoint from $1.31 billion and increased its adjusted EPS outlook to $8.35, a 2.8% boost. Backlog surged 31.7% year on year to $1.54 billion, and the stock traded down 1.1% to $324.21 after the release.
ESCO Technologies IncRevenue miss and EBITDA shortfall offset by EPS beat and raised guidance