ESCO TECHNOLOGIES INC 8K

ESCO Technologies Inc. announced strong Q3 FY 2026 results with higher sales, earnings, record backlog, an increased FY 2026 sales and adjusted EPS outlook, progress on the pending Megger acquisition, and a declared quarterly dividend.

ESCO Technologies Inc. reported strong third quarter fiscal 2026 results for the period ended June 30, 2026, with sales up 14% year-over-year to $339 million, GAAP EPS from continuing operations up 31% to $1.26, and adjusted EPS up 38% to $2.20, driven by broad-based growth across its Aerospace Defense, Utility Solutions Group, and RF Test Measurement segments. The company highlighted record total backlog of approximately $1.54 billion supported by a Q3 book-to-bill ratio of 1.21, robust year-to-date operating cash flow from continuing operations of $193 million, and segment-level strength particularly in commercial aerospace, Navy, and Doble utility solutions, partially offset by softer renewables demand at NRG. ESCO reiterated progress on its previously announced acquisition of Megger Group Limited, which will be integrated into the Utility Solutions Group subject to regulatory approvals and is expected to close in the first quarter of fiscal 2027, and raised its full-year fiscal 2026 outlook, tightening sales guidance to $1.30–$1.33 billion (19–21% growth) and increasing full-year adjusted EPS guidance to $8.30–$8.40, with Q4 adjusted EPS expected at $2.55–$2.65. The company also announced that its next quarterly cash dividend of $0.08 per share will be paid on October 15, 2026 to shareholders of record as of October 1, 2026, and provided detailed reconciliations for non-GAAP metrics including EBIT, EBITDA, and adjusted EPS, along with updated balance sheet, cash flow, and orders/backlog data.

Filing Facts

CIK

866706

Ticker

-

Form

8K

Source Type

sec

Accession

0001104659-26-092033

Alert Tier

7