Esco Technologies Inc. · NYSE:ESE
Esco Technologies — Q2 2026 Earnings Presentation
11 slides from Esco Technologies's earnings presentation, May 7, 2026
Slide 1: ESCO Technologies Second Quarter FY 2026 Earnings Call
ESCO Technologies Second Quarter FY 2026 Earnings Call Bryan Sayler President & CEO Chris Tucker Sr. Vice President & CFO May 7, 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: Q2 Results – Continuing Operations
Q2 Results – Continuing Operations ($ in Millions, except per share amounts) Entered Orders Sales Adjusted EBIT Adjusted EPS 309.3 $1.91 378.2 67.2 231.8 21.7% 265.7 41.8 $1.17 18.0% Q2'25 Q2'26 Q2'25 Q2'26 Q2'25 Q2'26 Q2'25 Q2'26 Entered Orders Q2’25 Q2’26 Delta $ Delta % • Orders +$113M (+42.4%) •
Slide 4: A&D - Continuing Operations – Q2
A&D - Continuing Operations – Q2 ($ in Millions) Entered Orders Sales Adjusted EBIT 183.8 150.3 43.1 28.6% 89.6 96.5 24.2 27.0% Q2'25 Q2'26 Q2'25 Q2'26 Q2'25 Q2'26 Entered Orders • Orders +$87M (+90%) / Organic +$34M (+35%) / Maritime $53M (+55%) Q2’25 Q2’26 Delta $ Delta % • Organic growth driven b
Slide 5: USG – Q2
USG – Q2 ($ in Millions) Entered Orders Sales Adjusted EBIT 101.3 90.8 93.5 92.2 23.1 20.9 24.7% 23.0% Q2'25 Q2'26 Q2'25 Q2'26 Q2'25 Q2'26 Entered Orders • Doble +$15M (+20%) - Strong orders for Services, Offline Test equipment, Q2’25 Q2’26 Delta $ Delta % and Condition Monitoring • NRG down $6M (-4
Slide 6: Test – Q2
Test – Q2 ($ in Millions) Entered Orders Sales Adjusted EBIT 93.1 65.5 10.1 77.0 51.4 15.4% 6.4 12.4% Q2'25 Q2'26 Q2'25 Q2'26 Q2'25 Q2'26 Entered Orders • Orders +$16M (+21%) Q2’25 Q2’26 Delta $ Delta % • Strength driven by Test & Measurement (EMC) +$11M (US & EMEA), Filters +$9M (US government fund
Slide 7: Q2 YTD Results – Continuing Operations
Q2 YTD Results – Continuing Operations ($ in Millions, except per share amounts) Entered Orders Sales Adjusted EBIT Adjusted EPS 935.4 599.0 123.3 $3.55 446.4 20.6% 75.3 $2.12 494.9 16.9% Q2 YTD '25 Q2 YTD '26 Q2 YTD '25 Q2 YTD '26 Q2 YTD '25 Q2 YTD '26 Q2 YTD '25 Q2 YTD '26 Entered Orders Q2 YTD Q2
Slide 8: Cash Flow & Capital Expenditures
Cash Flow & Capital Expenditures – Continuing Operations ($ in Millions) Operating Cash Flow Capital Spending 134.6 14.9 13.1 46.3 YTD Q2'25 YTD Q2'26 YTD Q2'25 YTD Q2'26 Operating Cash Flow • Improvement mainly driven by lower working capital YTD YTD requirements and higher earnings Cash Flow Q2’25
Slide 9: FY’26 Guidance – Continuing Operations
FY’26 Guidance – Continuing Operations Adjusted EPS • Full Year - Raising to be in the range of $8.00 - $8.25 per share (33% - 37% growth) • Midpoint increase of $0.10 from initial February guidance of $7.90 - $8.15 per share (31% - 35% growth) • Midpoint increase of $0.48 from initial November guid
Slide 10: ESCO Technologies Q&A
ESCO Technologies Second Quarter FY 2026 Earnings Call Q&A 10
Slide 11: Reconciliation of Non-GAAP Measures
Reconciliation of Non-GAAP Measures – Continuing Operations 11