ESCO (ESE) Q4 Results: 17.3% Revenue Rise, Full-Year Guidance Up 1.5%

ESCORTED PRODUCTS COMPANY (NYSE:ESE) reported Q4 CY2025 revenue of $289.7 million, up 17.3% year-on-year, and non-GAAP profit of $1.64 per share, 24.2% above consensus. The midpoint of its full-year revenue guidance of $1.31 billion is 1.5% above estimates. Management attributed the quarter’s momentum to a 143% year-over-year increase in orders, with strong bookings in aerospace, defense, and the test segment, including significant Navy and commercial aerospace contracts. The utility segment showed mixed results as renewables softness offset gains in Doble. Looking ahead, CFO Christopher L. Tucker said the full-year sales increase is driven by outperformance in the test business and a recovering renewables market next year. The company faces lumpy Navy orders and monitors OEM production rates. ESCO trades at $238.37, in line with pre-earnings levels.