Slide 1: ESCO Technologies Fourth Quarter FY 2025 Earnings Call
ESCO Technologies Fourth Quarter FY 2025 Earnings Call Bryan Sayler President & CEO Chris Tucker Sr. Vice President & CFO November 20, 2025 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: Q4 Results – Continuing Operations
Q4 Results – Continuing Operations ($ in Millions, except per share amounts) Entered Orders Sales Adjusted EBIT Adjusted EPS 352.7 84.4 320.9 $2.32 247.5 273.5 62.6 23.9% $1.79 22.9% Q4'24 Q4'25 Q4'24 Q4'25 Q4'24 Q4'25 Q4'24 Q4'25 Entered Orders • Orders +$73M (+30%) Q4’24 Q4’25 Delta $ Delta % • Or
Slide 4: A&D Continuing Operations – Q4
A&D Continuing Operations – Q4 ($ in Millions) Entered Orders Sales Adjusted EBIT 170.4 48.7 141.9 28.6% 88.6 99.3 29.9 30.1% Q4'24 Q4'25 Q4'24 Q4'25 Q4'24 Q4'25 Entered Orders Q4’24 Q4’25 Delta $ Delta % • Orders +$53M (+60%) / Organic Orders +$11M (+12%) • PTI +$12M - strong Commercial & Defense a
Slide 5: USG – Q4
USG – Q4 ($ in Millions) Entered Orders Sales Adjusted EBIT 116.2 110.2 32.0 108.5 28.6 99.5 29.1% 26.4% Q4'24 Q4'25 Q4'24 Q4'25 Q4'24 Q4'25 Entered Orders • Doble +$21M (+26%) - 2nd consecutive quarter of record orders Q4’24 Q4’25 Delta $ Delta % • Strength across all product lines & geographies En
Slide 6: Test – Q4
Test – Q4 ($ in Millions) Entered Orders Sales EBIT 62.8 72.1 12.6 59.4 65.8 12.0 18.3% 17.5% Q4'24 Q4'25 Q4'24 Q4'25 Q4'24 Q4'25 Entered Orders Q4’24 Q4’25 Delta $ Delta % • Solid orders highlighted by $5.5M Defense order • Q4 Book-to-Bill of 0.87 / FY’25 Book-to-Bill of 1.12 Entered Orders $59.4 6
Slide 7: Full Year Results – Continuing Operations
Full Year Results – Continuing Operations ($ in Millions, except per share amounts) Entered Orders Sales Adjusted EBIT Adjusted EPS 1,095.4 222.4 1,564.8 $6.03 919.1 169.9 $4.77 20.3% 999.8 18.5% FY'24 FY'25 FY'24 FY'25 FY'24 FY'25 FY'24 FY'25 Entered Orders FY’24 FY’25 Delta $ Delta % • Orders +$56
Slide 8: Cash Flow & Capital Expenditures – Continuing Operations
Cash Flow & Capital Expenditures – Continuing Operations ($ in Millions) Operating Cash Flow Capital Spending 200.4 36.3 28.3 121.6 FY'24 FY'25 FY'24 FY'25 Operating Cash Flow • Improvement in Cash Flow from Continuing Operations Cash Flow FY’24 FY’25 Delta mainly driven by favorable working capital
Slide 9: FY’26 Guidance – Continuing Operations
FY’26 Guidance – Continuing Operations Sales - Expected to increase 16% to 20% and be in the range of $1.27B to $1.31B • A&D - expected to increase 33% - 38% (Organic Growth of 6% - 8% plus Maritime Revenue of $230M - $245M) • USG - expected to increase 4% - 6% (Doble growth of 6% -8%, partially off
Slide 10: ESCO Technologies Q&A
ESCO Technologies Fourth Quarter FY 2025 Earnings Call Q&A 10
Slide 11: Reconciliation of Non-GAAP Measures
Reconciliation of Non-GAAP Measures 11