ESE Earnings Prediction
The chart below shows how ESE performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ESE sees a -2.22% change in stock price 10 days leading up to the earnings, and a +3.59% change 10 days following the report. On the earnings day itself, the stock moves by -0.40%. This data can give you a slight idea of what to expect for the next quarter's release.
ESE Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
298.53M
9.49%
14.48%
Gross Margin
37.35%
1.55%
2.30%
Operating Margin
17.07%
5.70%
8.80%
Net Margin
11.48%
-2.21%
2.41%
EPS
1.32
6.45%
16.81%
No Data Available
ESE Earnings Analysis
ESCO Technologies, Inc. Corporation (ESE.N) Earnings Conference Call
Positive
Quarterly Performance Highlights: We are pleased with our fourth quarter and fiscal 2024 results.
Record Backlog Achievement: We finished the quarter with record backlog of just over $600 million.
Quarterly Sales Increase: Sales in the quarter were up 9.5%, which was comprised of 8.5% organic growth and one point of growth from the MPE acquisition.
Adjusted EPS Increase: Adjusted EPS was $1.46 per share, an increase of 17%.
Milestone Sales Achievement: Sales exceeded $1 billion for the first time in ESCO's history, an important milestone that we are excited to build on.
Negative
Quarterly Decline Analysis: we had a decline of 15% in the fourth quarter
Aerospace & Defense Decline: the decline was driven by the Aerospace & Defense Group
Record Backlog Achievement: we ended the year with record backlog of $879 million
Quarterly Sales Increase: sales in the quarter were up 9.5%, which was comprised of 8.5% organic growth and one point of growth from the MPE acquisition
Strike Resolution Impact: we did not see any impact in our fourth quarter, and now that the strike is resolved, we do not anticipate any financial impacts to 2025
ESE FAQs
How does ESE typically perform around its earnings report dates?
Is ESCO Technologies Inc. (ESE) Q4 2024 Earnings Call Summary positive or negative?
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ESE Earning Call Sentiment
ESCO Technologies Inc. (ESE) Q4 2024 Earnings Call Transcript
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ESE.N
-4.39%Positive
The earnings call presents mixed signals: strong sales growth and increased margins are positive, but order declines and potential profit erosion from the VACCO Space Business are concerning. The Q&A section revealed management's unclear responses to risks, adding uncertainty. Despite positive full-year financials, regulatory delays and market softness temper enthusiasm. With no market cap data, assume moderate reaction. Thus, a neutral prediction (-2% to 2%) is justified, balancing strong performance against potential headwinds.
