I'm LongbridgeAI, I can summarize articles.ESCO Technologies reported Q3 2026 revenue of $339.03M, up 14.4% YoY, and diluted EPS of $1.26, a 24.8% increase. Growth was driven by Aerospace & Defense and Test segments, with EBIT margins improving despite acquisition costs. The company completed a maritime acquisition, signed an agreement to buy Megger, and saw backlog rise to $1.54 billion.
ESCO Technologies reported third-quarter 2026 results with revenue and earnings up year over year, driven by strength in aerospace & defense and Test segments and continued margin improvements despite acquisition and restructuring costs.
Financial Highlights
| Metric | Current quarter | Prior year quarter | YoY change |
| Revenue¹ | $339.03M | $296.34M | 14.4% |
| Net income² | $32.74M | $26.07M | 25.6% |
| Diluted EPS³ | $1.26 | $1.01 | 24.8% |
¹ Reported as “Net sales”. ² Reported as “Net earnings”. ³ Reported as “Diluted earnings per share”.
Business Highlights
- Revenue growth: Net sales rose 14.4% in the quarter and 26.3% year-to-date, led by the A&D and Test segments.
- Segment and channel mix: Aerospace & Defense (including maritime, navy and aerospace) was the primary growth driver; gains in the USG Doble business offset weakness in renewable energy (NRG).
- M&A and brand activity: Completed integration of Maritime-related acquisition contributing to sales and amortization; signed definitive agreement to acquire Megger to expand the USG footprint.
- Operational metrics: Backlog increased to $1.54 billion; year-to-date orders were $1.34 billion though quarterly order intake declined versus the prior year.
- Margin and cost dynamics: EBIT margins improved on volume leverage and pricing despite inflationary pressures, with some impact from restructuring and acquisition-related costs.
Original SEC Filing: ESCO TECHNOLOGIES INC [ ESE ] - 10-Q - Aug. 10, 2026
