TORVANTA
Other · S&P 500 · data as of 2026-10-05

ESE stock analysis: ESE

ESE (ESE) is an S&P 500 company in Other.

The model's view of ESE · subscribers

Where ESE ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with ESE · updated 2026-10-05 · from prices and SEC filings

ESE price performance

ESE against the S&P 500, one year
+0%+25%+50%+75%ESE +32%S&P 500 +18%2025-09-292026-10-05
Year to date+39.3%S&P 500 +14.5% · ahead by 24.8 pts
1 year+30.7%S&P 500 +17.0% · ahead by 13.6 pts
3 years+158.5%S&P 500 +89.3% · ahead by 69.2 pts
5 years+252.7%S&P 500 +91.3% · ahead by 161.4 pts

Total returns with dividends reinvested.

ESE factor grades

Each grade compares ESE with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

C+ValueP/E 22.4x (industry 20.1x)FCF yield 2.9% (industry 6.0%)
B+GrowthRevenue growth +17% (industry +8%)EPS growth +174% (industry +10%)
BProfitability
CMomentum12-month change +31%From 52-wk high -23%

ESE in plain numbers

ESE key statistics

SectorOther
Industryn/a
IndexS&P 500
Market value$7.0B
Revenue growth (y/y)+17%
Free-cash-flow yield2.9%
Dividend yield0.1%
Next earnings (expected)2026-11-19
Valuation measures
Market value$7.0B
Enterprise value$7.1B
P/E (trailing)22.4x
Forward P/E (Torvanta estimate)17.6x
PEG (Torvanta estimate)0.64
Price / sales5.5x
Price / book4.4x
EV / revenue5.5x
Financial highlights
Revenue, last 12 months$1.3B
Net income, last 12 months$314.8M
EPS, last 12 months (GAAP)$12.15
Gross margin42.0%
Net margin24.4%
Return on equity21.4%
Cash$73.2M
Total debt$85.0M
Debt / equity0.05x
Free cash flow, last 12 months$207.3M
Current ratio1.38x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

ESE earnings trends

Revenue vs earnings
$0$88.2M$176.3M$264.5M$352.7MSep 2024 Revenue: $298.5MDec 2024 Revenue: $247.0MMar 2025 Revenue: $265.5MJun 2025 Revenue: $296.3MSep 2025 Revenue: $352.7MDec 2025 Revenue: $289.7MMar 2026 Revenue: $309.3MJun 2026 Revenue: $339.0MSep 2024 Net income: $34.3MDec 2024 Net income: $23.5MMar 2025 Net income: $31.0MJun 2025 Net income: $26.1MSep 2025 Net income: $218.7MDec 2025 Net income: $28.7MMar 2026 Net income: $34.7MJun 2026 Net income: $32.7MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 11.5%Net margin: 9.5%Net margin: 11.7%Net margin: 8.8%Net margin: 62.0%Net margin: 9.9%Net margin: 11.2%Net margin: 9.7%0%31%62%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$2.1$4.2$6.3$8.4Sep 2024 EPS (GAAP, diluted): $1.3Dec 2024 EPS (GAAP, diluted): $0.9Mar 2025 EPS (GAAP, diluted): $1.2Jun 2025 EPS (GAAP, diluted): $1.0Sep 2025 EPS (GAAP, diluted): $8.4Dec 2025 EPS (GAAP, diluted): $1.1Mar 2026 EPS (GAAP, diluted): $1.3Jun 2026 EPS (GAAP, diluted): $1.3Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 +539% · Dec 2025 +22% · Mar 2026 +12% · Jun 2026 +25%

From the company's 10-Q and 10-K filings with the SEC.

ESE financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$716.5M$857.5M$1.0B$1.0B$1.2B
Net income$65.3M$82.3M$92.5M$101.9M$299.2M
EPS (GAAP)$2.48$3.16$3.58$3.94$11.56
Free cash flow$96.4M$103.2M$54.5M$91.4M$205.6M

ESE earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-08-06$1.26+25%+14%-7.1%
2026-05-07$1.34+12%+16%-10.2%
2026-04-15$1.34+12%+16%-6.8%
2026-02-05$1.11+22%+17%+7.5%
2025-11-20$8.44+539%+18%-0.2%
2025-08-07$1.01-11%+14%-0.0%

About ESE

HeadquartersSt. Louis, MO
Industry (SEC code)Communications Equipment, Nec
Fiscal year endsSeptember 30
Incorporated inMO
Listed onNYSE
FormerlyESCO ELECTRONICS CORP

From the company's SEC registration record.

Companies similar to ESE

CompanyMarket valueP/ERevenue growthOperating margin12-month change
ESE ESE$7.0B22.4x+17%n/a+31%
NPO NPO$7.0B160.8x+13%14.3%+47%compare
GTES GTES$7.0B19.9x+3%13.3%+8%compare
VLY VLY$7.1B10.8xn/an/a+24%compare
MSA MSA$7.1B22.8x+6%21.2%+7%
TRNO TRNO$7.0B17.3x+18%n/a+15%
AVAV AVAV$7.1Bn/a+84%-12.6%-63%

All Other stock ratings

Frequently asked questions

Is ESE stock a buy?

Torvanta does not tell individuals what to buy. Its grades for ESE are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is ESE's P/E ratio?

ESE trades at about 22.4 times its last 12 months of GAAP earnings reported to the SEC, and about 17.6 times Torvanta's own estimate of the next 12 months.

When does ESE report earnings next?

Based on its filing history, Torvanta expects ESE to report around 2026-11-19.

Does ESE pay a dividend?

Yes. Its dividend yield is about 0.1%.

How has ESE performed against the S&P 500?

Over the past year ESE returned +30.7%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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