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Esco Technologies (ESE) Q3 FY2026 earnings: revenue $339 million, up 14.4% on the year

Esco Technologies Inc. (ESE) reported revenue of $339 million for Q3 FY2026, the quarter ended 30 June 2026, up 14.4% on the same quarter a year earlier. Net income was $33 million, up 25.6% on the year, and diluted earnings per share $1.26. The figures are the company's own, from the 10-Q it filed with the SEC on 10 August 2026.

Revenue$339 millionup 14.4%
Net income$33 millionup 25.6%
Diluted EPS$1.26
QuarterQ3 FY2026ended 30 June 2026

What management said

Guidance figures: 2 raised, 1 new.

  • Q3 sales increased 14 percent: Q3 2026 sales reached $339 million, up 14% from $296 million in Q3 2025, with organic growth of 8%
  • Backlog reached record levels: Total backlog reached record $1.54 billion at June 30, 2026, providing strong visibility into future revenue
  • Q3 entered orders totaled 410 million: Q3 entered orders reached $410 million with book-to-bill ratio of 1.21, indicating strong customer demand
Read the earnings call summary

The quarter, against the one before and a year earlier

LineQ3 FY2026Q2 FY2026Q3 FY2025Change on the year
Revenue339309296+14.4%
Cost of revenue198178174+13.3%
Gross profit142131122+16.0%
Gross margin41.7%42.4%41.2%
Selling, general and administrative71.062.862.0+14.4%
Operating income41.043.933.1+23.8%
Operating margin12.1%14.2%11.2%
Interest expensen/an/a7.9n/a
Pre-tax income41.043.933.1+23.8%
Income tax8.210.38.3-1.1%
Effective tax rate20.1%23.5%25.1%
Net income32.734.726.1+25.6%
Net margin9.7%11.2%8.8%
Diluted EPS$1.26$1.34$1.01+24.8%
$ million except per share.
Read moreFree cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are.

Cash flow and capital returned

LineQ3 FY2026Q2 FY2026Q3 FY2025Change on the year
Operating cash flow58.86.473.7-20.3%
Capital expenditure11.47.28.9+29.0%
Free cash flow47.3-0.864.9-27.0%
Free cash flow margin14.0%-0.3%21.9%
Cash from investing-14.5-13.4-489n/a
Cash from financing-63.4-2.6435n/a
Depreciation and amortisation26.726.822.4+19.6%
Share-based compensation3.63.32.6+38.5%
Dividends paid2.12.12.1+0.3%
Diluted shares, weighted26m26m26m+0.2%
Shares outstanding at period end26m26m26m+0.3%

Cash flow lines for the quarter; where the company files them year to date, the quarter is the difference between two filings.

Balance sheet at quarter end

LineQ3 FY2026Q2 FY2026Q3 FY2025Change on the year
Shareholders' equity1,6171,5851,327+21.9%
Debt85.0145525-83.8%
Operating lease liabilities44.145.743.6+1.1%
Finance lease liabilities13.714.215.4-10.7%
Other liabilities660616616+7.2%
Total liabilities and equity2,4202,4062,526-4.2%
Fixed assets175171167+4.8%
Goodwill760761761-0.0%
Intangible assets664682745-10.8%
Cash and equivalents73.292.378.7-7.0%
Receivables267257238+12.4%
Inventory241237237+1.4%
Other assets239205300-20.3%
Total assets2,4202,4062,526-4.2%

Questions

What was Esco Technologies' revenue in Q3 FY2026?

Esco Technologies (ESE) reported revenue of $339 million for Q3 FY2026, the quarter ended 30 June 2026, up 14.4% on the same quarter a year earlier.

How much did Esco Technologies earn in Q3 FY2026?

Net income for Q3 FY2026 was $33 million, up 25.6% on the year, and diluted earnings per share $1.26.

When did Esco Technologies report Q3 FY2026 results?

Esco Technologies filed its 10-Q for the quarter ended 30 June 2026 with the SEC on 10 August 2026.

Quarterly results, the last 12 quarters

Q4 FY2023 *Q1 FY2024Q2 FY2024Q3 FY2024 †Q4 FY2024 *Q1 FY2025 †Q2 FY2025 †Q3 FY2025Q4 FY2025 * †Q1 FY2026Q2 FY2026Q3 FY2026
Revenue273218249234299215232296353290309339
Cost of revenue164134152135179124133174203170178198
Gross profit10884.296.898.212090.499.3122149120131142
Gross margin40%39%39%42%40%42%43%41%42%41%42%42%
SG&A56.654.055.151.060.055.054.362.063.361.262.871.0
Operating income41.219.529.236.044.028.134.433.159.638.443.941.0
Operating margin15%9%12%15%15%13%15%11%17%13%14%12%
Interest expense2.42.73.23.36.02.32.27.95.12.9n/an/a
Pre-tax income41.219.529.236.044.025.834.433.159.635.543.941.0
Tax rate22%22%21%22%22%21%23%25%25%19%23%20%
Net income32.015.223.229.234.323.531.026.121928.734.732.7
Net margin12%7%9%13%11%11%13%9%62%10%11%10%
Diluted EPS$1.24$0.59$0.90$1.13$1.32$0.91$1.20$1.01$8.43$1.11$1.34$1.26
Operating cash flow47.78.710.536.272.134.224.173.711068.96.458.8
Capital expenditure5.47.88.58.611.25.110.18.9n/a5.97.211.4
Free cash flow42.30.92.027.660.929.114.064.9n/a63.0-0.847.3
Buybacks0.02.15.10.80.0n/an/an/an/an/an/an/a
Dividends paid2.12.12.12.12.12.12.12.12.12.12.12.1
Shares outstanding26m26m26m26m26m26m26m26m26m26m26m26m
Filing10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q
Each quarter as filed, linked to its filing.
Read more* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. A fourth quarter's EPS and diluted share count are from the company's results press release for that quarter, used where the release gives the same revenue and net income as the table. A quarter marked † is shown as the company last restated it in a later filing, so it compares with the quarters around it on one basis; rest on a figure for the one first filed. EPS is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.

Source

10-Q for the period ended 30 June 2026, filed 10 August 2026, accession 0001104659-26-093266: the filing on EDGAR. All of Esco Technologies Inc.'s filings: EDGAR company page.

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