earnings
confidence high
sentiment positive
materiality 0.85
ESCO Q1 sales up 13% to $247M, GAAP EPS $0.91 (+54%); raises FY25 adj EPS guidance to $5.55-5.75
ESCO TECHNOLOGIES INC
2025-Q1 EPS reported
$0.91
revenue$247,026,000
- 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.