earnings
confidence high
sentiment positive
materiality 0.80
ESCO Q2 FY2025: Sales up 7% to $266M, GAAP EPS $1.20 (+33%), Adj. EPS $1.35 (+24%), guidance raised
ESCO TECHNOLOGIES INC
2025-Q2 EPS
reported $2.11
vs consensus $1.66
▲ beat
(+26.9%)
- 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.