)
Company Research15 Apr 2024
The Industrial Machinery, Supplies, and Components Industry
Explore the industrial machinery industry's growth, driven by technology, sustainability, and digital transformation, impacting global economic development.
ESCO (ESE) investor relations material
ESCO Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary7 Aug, 2025
Executive summary
Q3 sales rose 27% year-over-year to $296.3M, driven by acquisitions, especially Maritime, and organic growth.
Adjusted EPS increased 25% to $1.60, while GAAP EPS declined due to acquisition-related costs; strong operational results despite macroeconomic uncertainties.
Record backlog reached $1.17B–$1.2B, up 75% from prior year, with significant contributions from Maritime and large submarine orders.
Completed Maritime acquisition and VACCO divestiture, advancing portfolio strategy and removing space market exposure.
Integration of Maritime progressing well, with positive team engagement and expanded Navy market presence.
Financial highlights
Q3 sales rose 27% year-over-year to $296.3M; organic sales up 11%.
Adjusted EBIT margin improved to 21.1%, up 180 bps; Adjusted EBIT up 39% to $62.7M.
Adjusted EPS up 25% to $1.60; YTD Adjusted EPS up 24% to $3.71.
Net cash from operating activities YTD was $88M from continuing ops, up $25M year-over-year.
Interest expense increased due to higher borrowings for Maritime acquisition.
Outlook and guidance
FY 2025 revenue guidance raised to $1.075–$1.105B, a $20M increase; Adjusted EPS guidance increased to $5.75–$5.90, up 21–24%.
Q4 Adjusted EPS expected at $2.04–$2.19, up 14–22% year-over-year.
Organic revenue growth (excluding Maritime) projected at 7–9%.
Management expects cash flow from operations and credit facility to meet capital and operational needs.
No material impact anticipated from recent tax law changes (OBBBA).
Why did USG's Q3 EBIT margin decrease?
Assess Maritime's impact on A&D orders.
Explain the increase in FY25 revenue guidance.
Assess Maritime integration impact on FY26 planning.
Detail drivers behind A&D's margin progression.
Explain the factors driving the EPS outlook increase.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next ESCO earnings date
Q4 202514 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
Frequently asked questions
ESCO Technologies Inc provides engineered products and solutions for industrial and commercial markets. The company operates through segments including aerospace, utility solutions, and RF shielding and test. It serves customers in the energy, aviation, and defense sectors. The company is headquartered in St. Louis, Missouri, and its shares are listed on the NYSE.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage