{"filings":[{"id":833997,"accession_number":"0001104659-26-070116","cik":866706,"company_name":"ESCO TECHNOLOGIES INC","ticker":"ESE","form_type":"8-K","filed_at":"2026-06-03T20:15:59+00:00","items":["1.01","1.02","2.03","9.01"],"status":"ready","headline":"ESCO enters $1.5B credit agreement to finance $2.35B Megger acquisition","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New senior secured facilities: $500M revolver, $500M Term Loan A, up to $500M Term Loan B.","Proceeds fund cash portion of Megger purchase ($922M) plus refinancing of existing debt.","Existing credit agreement will be terminated upon effectiveness concurrent with acquisition closing.","JPMorgan Chase leads as administrative agent; Bank of America as syndication agent.","Covenants include leverage and interest coverage ratios; secured by substantially all assets."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":7843395750.644914,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99287,"accession_number":"0001104659-26-057162","cik":866706,"company_name":"ESCO TECHNOLOGIES INC","ticker":"ESE","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ESCO Q2 FY2026: Sales +33% to $309M, Adj EPS $1.91 (+63%), raises FY adj EPS guidance to $8.00-8.25","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 sales $309M (+33% YoY); GAAP EPS $1.29 (+26.5%); Adjusted EPS $1.91 (+63.2%).","Entered orders $378M (+42%), book-to-bill 1.22; backlog record $1.5B.","A&D segment sales $150.3M (+67.7%) led by Navy, commercial aerospace; Maritime contributed $47.8M.","FY2026 adj EPS guidance raised to $8.00-$8.25 (midpoint +$0.10 from Feb, +$0.48 from Nov); revenue maintained $1.29-$1.33B.","Megger acquisition on track for Q1 FY2027 close; Q3 adj EPS expected $2.05-$2.15."],"consensus_eps_estimate":null,"consensus_eps_actual":2.45,"consensus_revenue_estimate":null,"consensus_revenue_actual":599000000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":7843395750.644914,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99286,"accession_number":"0001104659-26-044425","cik":866706,"company_name":"ESCO TECHNOLOGIES INC","ticker":"ESE","form_type":"8-K","filed_at":"2026-04-16T23:59:59+00:00","items":["1.01","3.02","9.01"],"status":"ready","headline":"ESCO to acquire Megger Group for $2.35B in cash and stock, financed with up to $1.5B debt","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price ~$2.35B: $922M cash plus 5.1M shares of ESCO common stock.","Debt financing commitment up to $1.5B from JPMorgan; bridge and backstop facilities arranged.","Closing subject to HSR, CFIUS, DCSA approvals and foreign merger control; outside date Apr 15, 2027.","Post-closing shareholder agreement grants TBG board seat, 12-month share lock-up, standstill provisions.","Consideration Shares issued as unregistered securities under Section 4(a)(2) of the Securities Act."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":7843395750.644914,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99285,"accession_number":"0001104659-26-043869","cik":866706,"company_name":"ESCO TECHNOLOGIES INC","ticker":"ESE","form_type":"8-K","filed_at":"2026-04-15T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ESCO to acquire Megger for $2.35B; Q2 prelim revenue $309M, adj EPS $1.91","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition of Megger Group for $2.35B ($0.9B cash + $1.4B equity); ~14x projected 2026 EBITDA including synergies.","Megger expected ~$590M revenue in 2026; ~$60M cost synergies targeted within first three years post-close.","Preliminary Q2 FY2026: Revenue $309M, GAAP EPS $1.29, Adjusted EPS $1.91 — above prior guidance.","TBG (seller) gets board nomination rights and lock-up provisions; closing subject to regulatory approvals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":7843395750.644914,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115193,"accession_number":"0001104659-26-010899","cik":866706,"company_name":"ESCO TECHNOLOGIES INC","ticker":"ESE","form_type":"8-K","filed_at":"2026-02-05T23:59:59+00:00","items":["2.02","7.01","5.07","9.01"],"status":"ready","headline":"ESCO Q1 sales +35% to $290M, Adj EPS +73% to $1.64; raises FY2026 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 GAAP EPS $1.11 (+40.5% YoY); Adjusted EPS $1.64 (+72.6% YoY).","Q1 entered orders $557M (+143%), record backlog $1.4B; book-to-bill 1.92x.","A&D sales +75.7% to $144M led by Maritime; USG +1% to $87M; Test +26.7% to $58M.","FY2026 revenue guidance raised to $1.29-1.33B; Adjusted EPS guidance raised to $7.90-$8.15.","Quarterly dividend $0.08/share payable Apr 17, 2026 to holders of record Apr 2."],"consensus_eps_estimate":null,"consensus_eps_actual":1.11,"consensus_revenue_estimate":null,"consensus_revenue_actual":289659000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":7843395750.644914,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131605,"accession_number":"0001104659-25-114614","cik":866706,"company_name":"ESCO TECHNOLOGIES INC","ticker":"ESE","form_type":"8-K","filed_at":"2025-11-20T23:59:59+00:00","items":["2.02","7.01","5.02","9.01"],"status":"ready","headline":"ESCO Technologies reports Q4/FY2025 results and grants executive LTI awards","summary_kind":"llm","event_type":"earnings","confidence":"medium","bullets":["Press release announcing Q4 and fiscal year ended Sept 30, 2025 results issued; conference call at 4 p.m. CT today.","CEO Bryan Sayler receives 4,786 RSUs and PSUs with target of 11,166 shares (max 22,332).","CFO Christopher Tucker gets 1,314 RSUs; PSU target 3,065 shares. General Counsel David Schatz gets 761 RSUs; PSU target 1,776.","PSU performance metrics: 60% EBITDA, 40% ROIC, with rTSR modifier vs S&P Small-Cap 600 Industrials peer group.","Sale of Lantana Place Retail generated ~$26.9M net proceeds after loan repayment; retains The Saint Julia multifamily and 160K sq ft commercial entitlements."],"consensus_eps_estimate":null,"consensus_eps_actual":11.55,"consensus_revenue_estimate":null,"consensus_revenue_actual":1095388000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":7843395750.644914,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148174,"accession_number":"0001104659-25-075202","cik":866706,"company_name":"ESCO TECHNOLOGIES INC","ticker":"ESE","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ESCO Q3 FY2025 results announced; financial details not included in filing excerpt","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Press release issued August 7, 2025 for fiscal 2025 third quarter.","Webcast conference call planned for 4:00 p.m. Central Time.","Complete financial data not present in provided exhibit text."],"consensus_eps_estimate":null,"consensus_eps_actual":3.11,"consensus_revenue_estimate":null,"consensus_revenue_actual":742714000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":7843395750.644914,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166929,"accession_number":"0001104659-25-045548","cik":866706,"company_name":"ESCO TECHNOLOGIES INC","ticker":"ESE","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ESCO Q2 FY2025: Sales up 7% to $266M, GAAP EPS $1.20 (+33%), Adj. EPS $1.35 (+24%), guidance raised","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $265.5M (+7% YoY), GAAP diluted EPS $1.20 (up 33%), adjusted EPS $1.35 (up 24%).","Orders $290.8M (+22%) with book-to-bill 1.10x; backlog record $932M.","FY2025 adjusted EPS guidance raised to $5.65-$5.85 (excl. Maritime) or $5.85-$6.15 including Maritime.","All segments grew sales: A&D +8%, USG +4%, Test +9%; margin expansion in A&D and USG.","Maritime acquisition closed Apr 25; expected to add $90-100M sales and $0.20-0.30 EPS in FY2025."],"consensus_eps_estimate":1.6631,"consensus_eps_actual":2.11,"consensus_revenue_estimate":null,"consensus_revenue_actual":512545000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":7843395750.644914,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166928,"accession_number":"0001104659-25-039819","cik":866706,"company_name":"ESCO TECHNOLOGIES INC","ticker":"ESE","form_type":"8-K","filed_at":"2025-04-28T23:59:59+00:00","items":["2.01","1.01","7.01","9.01"],"status":"ready","headline":"ESCO Technologies completes $550M acquisition of Ultra Maritime's SM&P business","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price of $550M in cash; funded by cash on hand and debt financings.","SM&P provides signature management and power solutions for US/UK naval defense; added to A&D segment.","Previously issued FY2025 guidance does not include acquisition; updated guidance on May 7 Q2 earnings call.","Acquisition expands ESCO's Navy business into UK and AUKUS platforms; sole-source product offerings."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7843395750.644914,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184334,"accession_number":"0001104659-25-010118","cik":866706,"company_name":"ESCO TECHNOLOGIES INC","ticker":"ESE","form_type":"8-K","filed_at":"2025-02-06T23:59:59+00:00","items":["2.02","7.01","5.07","8.01","9.01"],"status":"ready","headline":"ESCO Q1 sales up 13% to $247M, GAAP EPS $0.91 (+54%); raises FY25 adj EPS guidance to $5.55-5.75","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 GAAP EPS $0.91 (+54% YoY); adjusted EPS $0.92 (+48%); adjusted EPS ex-acq amort $1.07 (+41%).","Revenue $247M (+13% YoY); entered orders $275M (book-to-bill 1.11x); record backlog $907M.","A&D sales +21%; Test EBIT margin expanded 550bps to 10.6%; USG sales +4% with Doble up 12%.","FY25 adj EPS guidance raised to $5.55-5.75 from $5.30-5.50 (16-21% YoY growth); Q2 adj EPS guided $1.20-1.30.","SM&P acquisition: US conditions cleared; UK assessment in final stages; closing expected Q2/early Q3."],"consensus_eps_estimate":null,"consensus_eps_actual":0.91,"consensus_revenue_estimate":null,"consensus_revenue_actual":247026000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":7843395750.644914,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200922,"accession_number":"0001104659-24-118951","cik":866706,"company_name":"ESCO TECHNOLOGIES INC","ticker":"ESE","form_type":"8-K","filed_at":"2024-11-14T23:59:59+00:00","items":["2.02","7.01","5.02","9.01"],"status":"ready","headline":"ESCO Q4 sales $299M (+9.5%), adj EPS $1.46 (+17%), FY2025 EPS guidance $4.70-$4.90","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 sales $299M (+9.5% YoY), GAAP EPS $1.32 (+6.5%), adj EPS $1.46 (+16.8%).","FY2024 sales $1.03B (+7.4%), GAAP EPS $3.94 (+10.1%), adj EPS $4.18 (+13.0%).","FY2025 guidance: sales $1.09-$1.11B (+6-8%), adj EPS $4.70-$4.90 (+12-17%).","SM&P acquisition ($550M) expected to close in Q2 FY2025; UK regulatory assessment ongoing.","Strategic review of VACCO Space business underway; no definitive timetable."],"consensus_eps_estimate":null,"consensus_eps_actual":3.94,"consensus_revenue_estimate":null,"consensus_revenue_actual":1026759000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":7843395750.644914,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200921,"accession_number":"0001104659-24-109788","cik":866706,"company_name":"ESCO TECHNOLOGIES INC","ticker":"ESE","form_type":"8-K","filed_at":"2024-10-18T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"ESCO Technologies expands board, appoints Penelope M. Conner as Class II director","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board size of Class II increased from two to three members effective October 17, 2024.","Penelope M. Conner elected as Class II director, term ending at 2025 annual meeting.","Conner also appointed to the Nominating and Corporate Governance Committee.","Increase and election required and received FERC approval on October 17, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":7843395750.644914,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200920,"accession_number":"0001104659-24-104776","cik":866706,"company_name":"ESCO TECHNOLOGIES INC","ticker":"ESE","form_type":"8-K","filed_at":"2024-10-01T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"ESCO Technologies expands board, appoints David A. Campbell as Class I director","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board size increased from two to three Class I directors effective September 25, 2024.","David A. Campbell appointed as Class I director after FERC approval granted on September 25.","Campbell also became a member of the Audit and Finance Committee."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":7843395750.644914,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216931,"accession_number":"0001104659-24-086768","cik":866706,"company_name":"ESCO TECHNOLOGIES INC","ticker":"ESE","form_type":"8-K","filed_at":"2024-08-07T23:59:59+00:00","items":["1.01","2.02","7.01","5.02","9.01"],"status":"ready","headline":"ESCO Q3: sales +5% to $261M, adj EPS $1.16 (+6%), orders +46% to $312M; VACCO Space strategic review","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 sales $260.8M (+5% YoY), GAAP EPS $1.13 (+5%), adjusted EPS $1.16 (+6%).","Orders surged 46% to $311.7M, book-to-bill 1.20x, record backlog $889M.","Entered $375M incremental term loan to fund $550M SM&P acquisition; awaiting approval, close Q1 fiscal 2025.","Board added two independent directors (Conner, Campbell) subject to FERC approval.","Undertaking strategic review of VACCO Space business; alternatives include sale or JV."],"consensus_eps_estimate":null,"consensus_eps_actual":2.62,"consensus_revenue_estimate":null,"consensus_revenue_actual":728226000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":7843395750.644914,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216930,"accession_number":"0001104659-24-078312","cik":866706,"company_name":"ESCO TECHNOLOGIES INC","ticker":"ESE","form_type":"8-K","filed_at":"2024-07-08T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"ESCO Technologies to acquire Ultra Maritime's Signature Management & Power for $550M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price of $550M; expected revenue ~$175M in CY2024 with Adjusted EBITDA margins above A&D segment.","Business is sole source supplier for US and UK naval defense markets; adds high-margin, IP-rich capabilities.","Approximately 410 employees across four US/UK facilities; will integrate into ESCO's A&D segment.","Funding via cash on hand and incremental debt; committed financing from JPMorgan (up to $350M incremental facility).","Closing subject to HSR and UK NSIA regulatory approvals; nine-month outside date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":7843395750.644914,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":236668,"accession_number":"0001104659-24-059341","cik":866706,"company_name":"ESCO TECHNOLOGIES INC","ticker":"ESE","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ESCO Q2 fiscal 2024: sales +9% to $249M, adjusted EPS +24% to $0.94","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $0.90 (+30% YoY); adjusted EPS $0.94 (+24% YoY).","A&D segment sales +16% to $115M, USG +10% to $87M, Test -8% to $47M.","Entered orders $239M (book-to-bill 0.96x), backlog $838M.","FY2024 guidance maintained: sales $1.02-1.04B, adjusted EPS $4.15-4.30.","Quarterly dividend $0.08/share payable July 19 to holders of record July 3."],"consensus_eps_estimate":null,"consensus_eps_actual":1.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":467443000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7843395750.644914,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}