Every material Form 8-K ESCO Technologies filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
ESCO Technologies reported fourth quarter fiscal 2025 sales of $353 million, up 28.9 percent, and GAAP earnings per share from continuing operations of $1.73, up from $1.52 a year earlier. Results include the Maritime acquisition and exclude VACCO Industries, which was sold in the quarter for an after-tax gain of $173 million. The company expects fiscal 2026 Adjusted EPS of $7.50 to $7.80, an increase of 24 to 29 percent, and filed separate details of fiscal 2026 executive equity awards.
Q4 2025 sales rose $79 million (28.9 percent) to $353 million; organic sales rose 7.7 percent
Q4 2025 GAAP EPS from continuing operations was $1.73 versus $1.52; Adjusted EPS was $2.32 versus $1.79
FY 2025 net sales were $1.1 billion, up 19.2 percent; FY 2025 GAAP EPS from continuing operations was $4.49
FY 2026 guidance: net sales of $1.27 to $1.31 billion and Adjusted EPS of $7.50 to $7.80
ESCO reported fiscal third-quarter 2025 sales of $296.3 million, up 27% from a year earlier, and adjusted EPS from continuing operations of $1.60, up 25%, while GAAP EPS fell 13% to $0.96 after acquisition costs. The company raised its full-year 2025 revenue guidance by $20 million to a range of $1.075 billion to $1.105 billion and set adjusted EPS guidance at $5.75 to $5.90 for continuing operations, after the July 21, 2025 sale of VACCO Industries and the addition of Maritime.
Q3 sales were $296.3 million, up $62.7 million (27%); organic sales rose 11% excluding Maritime
GAAP EPS from continuing operations was $0.96, down 13% from $1.10; adjusted EPS was $1.60, up 25% from $1.28
FY2025 revenue guidance raised to $1.075 billion to $1.105 billion; adjusted EPS guidance set at $5.75 to $5.90
Quarterly dividend of $0.08 per share payable October 16, 2025 to holders of record on October 2, 2025
ESCO Technologies reported fiscal second-quarter 2025 results for the quarter ended March 31, 2025, with sales up 7% to $265.5 million and adjusted EPS up 24% to $1.35. The company raised its FY 2025 adjusted EPS guidance by $0.10 to $5.65-$5.85 excluding Maritime, and it closed the SM&P acquisition, now ESCO Maritime Solutions, on April 25.
Q2 sales were $265.5 million, up from $249.1 million; entered orders were $290.8 million, a book-to-bill of 1.10x
GAAP EPS was $1.20 versus $0.90 a year earlier; adjusted EPS was $1.35 versus $1.09
FY 2025 adjusted EPS guidance was raised to $5.65-$5.85 excluding Maritime, or $5.85-$6.15 including Maritime, from $5.55-$5.75
Q3 2025 adjusted EPS guidance excluding Maritime is $1.50-$1.60; the $0.08 quarterly dividend is payable July 17, 2025
ESCO Technologies closed its acquisition of the Signature Management & Power (SM&P) business from Ultra Electronics Holdings on April 25, 2025, for an approximate $550 million cash price subject to customary adjustments. The company funded the deal with cash on hand and proceeds from previously completed debt financings, and said its FY 2025 guidance does not yet include SM&P and will be updated on May 7, 2025.
Closed April 25, 2025; purchase price approximately $550 million in cash, subject to customary adjustments for cash, debt, working capital and transaction expenses
Acquired Ultra PMES Limited, Measurement Systems, Inc., EMS Development Corporation and DNE Technologies, Inc.
SM&P will become part of the Aerospace & Defense segment; FY 2025 guidance excludes its impact until the Q2 2025 earnings announcement on May 7, 2025
ESCO reported fiscal first-quarter 2025 sales of $247.0 million, up 13.2%, and GAAP EPS of $0.91 versus $0.59 a year earlier. The company raised its full-year fiscal 2025 adjusted EPS guidance to $5.55 to $5.75 from $5.30 to $5.50, though it now excludes acquisition-related amortization from adjusted EPS. The filing also covered the annual meeting, where directors and executive pay were approved, and a board reduction from nine to eight directors.
Q1 fiscal 2025 sales were $247.0 million, up from $218.3 million; GAAP EPS was $0.91 versus $0.59.
Adjusted EPS excluding acquisition-related amortization was $1.07, up 41% from $0.76 a year earlier.
Full-year fiscal 2025 adjusted EPS guidance raised by $0.25 to $5.55 to $5.75; Q2 adjusted EPS guidance is $1.20 to $1.30.
Pending $550 million SM&P acquisition; US closing conditions met, UK review in final stages. Board size cut to eight after Leon J. Olivier retired.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every ESCO Technologies filing is on SEC EDGAR ↗. 8-K briefs of other companies →