ESCO Technologies Inc. Overview
Pro stress-test →ESCO Technologies is a global provider of engineered products and solutions serving diverse end-markets through three main segments: Aerospace & Defense, Utility Solutions Group, and RF Test and Measurement. The company is delivering exceptional growth, with Q1 fiscal 2026 sales rising 35% to $290 million, entered orders jumping 143% to $557 million, and record backlog reaching $1.4 billion.
Strategic Profile
Pro stress-test →The company is experiencing particularly strong momentum in Aerospace & Defense including Maritime, with improved cash from operations and margin expansion. With a book-to-bill ratio of 1.92 and record backlog of $1.4 billion, ESCO is well-positioned for continued execution, with strong cash generation and a healthy balance sheet supporting future growth opportunities.
Competitive Landscape
Pro stress-test →ESCO competes in the engineered products and aerospace/defense space against companies including Badger Meter, Itron, Novanta, Vishay Precision Group, and Trimble. The company's competitive advantage lies in specialized products for defense, aerospace, and utility applications with high barriers to entry through technical expertise and customer relationships.
Industry Context
ESCO Technologies Inc. operates in Aerospace & Defense / Industrial Technology / Engineered Products.
Key facts
Founded: 1990 · Headquarters: Saint Louis, Missouri, US · Revenue: $1.10B · Market cap: $7.0B