Slide 1: ESCO Technologies Third Quarter FY 2026 Earnings Call
ESCO Technologies Third Quarter FY 2026 Earnings Call Bryan Sayler President & CEO Chris Tucker Sr. Vice President & CFO August 6, 2026 1
Slide 2: Forward Looking Statement
Forward Looking Statement Statements in this presentation regarding Management’s intentions, expectations and guidance for fiscal 2026, including restructuring and cost reduction actions, sales, orders, revenues, margin, earnings, Adjusted EPS, acquisition related amortization, and any other stateme
Slide 3: Q3 Results – Continuing Operations
Q3 Results – Continuing Operations ($ in Millions, except per share amounts) Entered Orders Sales Adjusted EBIT Adjusted EPS 749.0 339.0 74.7 $2.20 296.3 62.7 22.0% $1.60 21.1% 409.5 Q3'25 Q3'26 Q3'25 Q3'26 Q3'25 Q3'26 Q3'25 Q3'26 Entered Orders Q3’25 Q3’26 Delta $ Delta % • Orders down $339M (-45%)
Slide 4: A&D - Continuing Operations – Q3
A&D - Continuing Operations – Q3 ($ in Millions) Entered Orders Sales Adjusted EBIT 582.4 50.5 168.2 136.3 39.3 30.0% 28.8% 195.7 Q3'25 Q3'26 Q3'25 Q3'26 Q3'25 Q3'26 Entered Orders • Q3 Book-to-Bill of 1.16 / Record Backlog of $1.1B up (+37% from 9/30/25) Q3’25 Q3’26 Delta $ Delta % • Organic Orders
Slide 5: USG – Q3
USG – Q3 ($ in Millions) Entered Orders Sales Adjusted EBIT 126.9 100.0 21.8 22.3 105.5 92.4 23.6% 22.3% Q3'25 Q3'26 Q3'25 Q3'26 Q3'25 Q3'26 Entered Orders • Doble +$26M (+30%) – Record orders driven by broad increases in Q3’25 Q3’26 Delta $ Delta % demand from utility customers across all product l
Slide 6: Test – Q3
Test – Q3 ($ in Millions) Entered Orders Sales Adjusted EBIT 87.0 70.9 11.6 67.7 10.7 61.2 16.4% 15.9% Q3'25 Q3'26 Q3'25 Q3'26 Q3'25 Q3'26 Entered Orders • Orders +$26M (+42%) Q3’25 Q3’26 Delta $ Delta % • Strength driven by Industrial Shielding projects & EMI Filters for U.S. Entered Orders $61.2 8
Slide 7: Q3 YTD Results – Continuing Operations
Q3 YTD Results – Continuing Operations ($ in Millions, except per share amounts) Entered Orders Sales Adjusted EBIT Adjusted EPS 938.0 198.0 1,344.9 $5.75 1,243.9 742.7 138.0 21.1% $3.71 18.6% Q3 YTD '25 Q3 YTD '26 Q3 YTD '25 Q3 YTD '26 Q3 YTD '25 Q3 YTD '26 Q3 YTD '25 Q3 YTD '26 Entered Orders Q3 Y
Slide 8: Cash Flow & Capital Expenditures – Continuing Operations
Cash Flow & Capital Expenditures – Continuing Operations ($ in Millions) Operating Cash Flow Capital Spending 193.4 24.2 24.6 88.3 YTD Q3'25 YTD Q3'26 YTD Q3'25 YTD Q3'26 Operating Cash Flow • Improvement mainly driven by lower working capital YTD YTD requirements and higher earnings Cash Flow Q3’25
Slide 9: FY’26 Guidance – Continuing Operations
FY’26 Guidance – Continuing Operations Sales • Raising the lower end of guidance range and now expect Sales to be in the range of $1.30B - $1.33B (19% - 21% growth) Adjusted EPS • Full Year - Raising to be in the range of $8.30 - $8.40 per share (38% - 39% growth) • Midpoint increase of $0.22 from M
Slide 10: ESCO Technologies Q&A
ESCO Technologies Third Quarter FY 2026 Earnings Call Q&A 10
Slide 11: Reconciliation of Non-GAAP Measures – Continuing Operations
Reconciliation of Non-GAAP Measures – Continuing Operations 11