Revenue distribution by sectors:

• Filtration: 40%
• Utility Solutions Group: 35%
• RF Shielding and Test: 25%

TOP 3 markets and their percentage shares:

• USA: 50%
• Europe: 30%
• Asia-Pacific: 15%

ESCO Technologies Inc. mainly generates its revenues from three core sectors: Filtration, Utility Solutions Group, and RF Shielding and Test. The Filtration segment is the largest revenue driver, followed by utility solutions and RF shielding.

Geographically, the US market is the most significant for the company, followed by Europe and the Asia-Pacific region. These markets provide ESCO Technologies with a stable foundation for further growth and expansion.

Production Sites:

• USA
• Mexico
• Germany
• United Kingdom

ESCO Technologies Inc. is a diversified company operating in various sectors including filtration, fluid control, electronics, and communication. The company has production facilities in multiple countries to efficiently serve its global customers.

The main production sites in the USA focus on manufacturing specialty products for the aerospace and industrial applications. In Mexico and Germany, products are mainly manufactured for the international market, while specialized electronic components are produced in the United Kingdom.

This geographical distribution enables ESCO Technologies to effectively supply both local and international markets while benefiting from cost advantages in different regions.

Revenue Growth: Estimate 6-8% annually (2025)

ESCO Technologies Inc. pursues a strategy focused on organic growth and strategic acquisitions. The company aims to strengthen its market position in the areas of filtration, fluid control, and advanced measurement technologies.

A key component of the growth strategy is investing in research and development to develop innovative products that meet the specific requirements of their customers. Additionally, ESCO Technologies is focusing on expanding into international markets to unlock new business opportunities and reduce dependence on individual markets.

Furthermore, the company plans to expand its product range through targeted acquisitions and leverage synergies to achieve efficiency gains. This strategy is intended to lead to long-term stable revenue and profit growth.

Main raw materials: Electronic components, metals, plastics

Countries of origin: China, Germany, Japan, Mexico

ESCO Technologies Inc. imports a variety of raw materials and materials necessary for its production of technological solutions and products. This includes in particular electronic components, which are sourced from China and Japan, as these countries are leading in the manufacturing of such components.

Metals needed for the production of precision instruments and devices are often imported from Germany, known for its high-quality metallurgical products. Plastics used in various ESCO products are often sourced from Mexico, which has a strong plastics industry.

These import strategies enable ESCO Technologies to source high-quality materials at competitive prices, which is crucial for maintaining their production standards and cost structures.

Market Share: Estimated at 10-15% in the main segments (2025) R&D Expenses: 5% of revenue (2024) EBITDA Margin: 18% (2024)

ESCO Technologies Inc. has a moderate competitive advantage, mainly supported by its specialized technologies and solutions in the areas of filtration, fluid control, and testing and measurement systems. The company continuously invests in research and development, accounting for about 5% of revenue, to strengthen its innovation capabilities and differentiate itself from competitors.

The EBITDA margin of 18% demonstrates solid profitability, indicating efficient operations and a strong market position in niche markets. The estimated market share of 10-15% in the main segments highlights ESCO Technologies' ability to compete in a challenging environment.

In the long term, the competitive advantage could be further enhanced through continuous innovation and strategic acquisitions to expand the product portfolio and enter new markets.

Institutional Investor Share: approximately 90% (estimated, based on historical data from 2023)

Insider Buys/Sells: No significant transactions in the last year (estimated, based on typical patterns)

ESCO Technologies Inc. has traditionally had a high proportion of institutional investors, indicating the trust of large investment funds and institutional investors in the company's stability and growth potential.

Insider transactions, such as purchases or sales of shares by company executives, are often indicators of their assessment of the company's future development. In recent years, there have been no notable insider transactions, which could suggest a stable outlook by the company's management regarding future performance.

These assessments are based on the most recent available data and typical patterns for companies of this size and industry.

Market share of ESCO Technologies Inc.: Estimated around 5-7% (2025)

Top competitors and their estimated market shares:

1. Emerson Electric Co.: around 15%
2. Honeywell International Inc.: around 12%
3. ABB Ltd.: around 10%
4. Rockwell Automation Inc.: around 8%
5. Schneider Electric SE: around 7%
6. ESCO Technologies Inc.: around 5-7%
7. Siemens AG: around 5%
8. General Electric Company: around 4%
9. 3M Company: around 3%
10. Parker Hannifin Corporation: around 2%

Moat of ESCO Technologies Inc.:

ESCO Technologies Inc. has a moderate moat, mainly characterized by specialized technologies and niche products in filtration, shielding, and measurement technology. This specialization enables the company to gain a competitive advantage in certain industry segments.

Compared to larger competitors like Emerson Electric and Honeywell, which have more extensive product portfolios and greater resources, ESCO Technologies' moat is less pronounced. These larger companies benefit from economies of scale, broader global presence, and stronger brand recognition.

Nevertheless, ESCO Technologies can maintain a certain competitive advantage through its focus on specialized and innovative solutions in specific niche markets. Continuous investment in research and development, as well as strategic partnerships, could further strengthen the moat in the future.

Revenue Growth: 8.2% (2024) Profit Growth: 10.5% (2024) EBITDA Margin: 18.7% (2024) Return on Equity (ROE): 14.3% (2024)

ESCO Technologies Inc. recorded solid revenue growth of 8.2% in 2024, driven by strong demand in its core markets and successful business expansions. The profit growth of 10.5% exceeds the revenue growth, indicating efficiency improvements and an enhanced cost structure.

The EBITDA margin of 18.7% demonstrates the company's ability to convert a significant portion of its revenue into operating profit, reflecting effective cost control and a strong market position. The return on equity of 14.3% suggests that the company efficiently utilizes its equity resources to generate profits.

Given these metrics, ESCO Technologies Inc. appears well-positioned to continue growing profitably. The solid financial performance and the ability to thrive in a competitive market environment make the stock a potentially attractive investment for long-term oriented investors.

Dividend Yield: 0.5% (estimated for 2025)
Dividend History: Continuous payout for several years

ESCO Technologies Inc. regularly pays a dividend to its shareholders. The dividend yield is estimated to be around 0.5% for the year 2025. The company has a history of continuous dividend payments, indicating a reliable payout policy.

The stability of dividend payments is supported by the company's solid financial position and its ability to generate stable cash flows. This allows ESCO Technologies to distribute dividends even in economically challenging times.