How has ESCO Technologies's aerospace and defense — cost of revenue changed year-over-year?

ESCO Technologies's aerospace and defense — cost of revenue increased by 65.2% year-over-year, from $54.6M to $90.2M.

What does aerospace and defense — cost of revenue mean?

Includes all direct costs associated with producing the goods or providing the services sold by the Aerospace and Defense segment. This typically encompasses raw materials, direct labor, and manufacturing overheads. Monitoring this metric is essential for calculating gross margin and assessing production efficiency.

ESCO Technologies (ESE) Aerospace And Defense — Cost Of Revenue

Screener

Other segment segments

RF Shielding And Test

$44.48M+28.5%

Utility Solutions Group

$43.34M-0.2%

Similar metrics at other companies

ALOTAerospace — Cost Of Revenue

$7.25M-5.8%

CODADefense Engineering Services Business — Cost Of Revenue

$965.27K+17.8%

CODADefense Engineering Services Business Services — Cost Of Revenue

$821.85K-0.9%

FORRCompensation Benefits And Related Costs — Cost Of Revenue

$30.17M-6.0%

RFL

RFLCost Of Product Revenue — Cost Of Revenue

$8K-11.1%

FORRDirect Costs Of Events — Cost Of Revenue

$7.09M-21.0%

Other financials

Income statement

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Revenue$309.3M+33.5%

Gross profit$131.3M+32.3%

Net income$34.7M+11.9%

EPS (diluted)$1.34+11.7%

Balance sheet

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Cash & equivalents$92.3M+60.7%

Total debt$212.7M+45.8%

Total equity$1.6B+24.1%

Total assets$2.4B+41.8%

Cash flow

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Operating cash flow$6.4M-73.4%

CapEx$7.2M-25.7%

Free cash flow$63.0M+117%

Valuation

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Market cap$8.45B+71.2%

Enterprise value$8.57B+57.4%

P/E27.4×-15.6×

P/S6.8×+1.9×

Profitability

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Gross margin41.9%-1.0pp

Net margin24.7%+12.3pp

FCF margin20.5%+7.3pp

Returns & leverage

See full

Return on equity21.5%+11.9pp

Debt / equity0.1×0.0×

Current ratio1.5×-0.6×

Where this comes from

Reported directly by ESCO Technologies in its filing.

Tagged under the XBRL concept us-gaap:CostOfRevenue.

The source filing: ESCO Technologies’s 10-Q, filed May 11, 2026.

Filed: May 11, 2026, 12:20 PM EDT
Fiscal quarter: Q2 FY2026
Calendar quarter: Q1 2026
Accession: 0001104659-26-058482

Three Months Ended March 31, 2026 / (In thousands)	A&D	USG	Test	Segment / Total
Net Sales	$150,310	93,529	65,502	309,341
Cost of sales	90,200	43,343	44,482
SG&A expense	16,976	24,871	10,235
Amortization of intangible assets	161	2,035	508
Other expenses (income), net	6	794	1,504
Segment profit (loss)	$42,967	22,486	8,773	74,226
Depreciation and Amortization	$3,465	4,126	1,465	9,056
Segment Assets	$402,119	280,735	196,281	879,135

ITEM 1. FINANCIAL STATEMENTS

FAQ

What is ESCO Technologies's aerospace and defense — cost of revenue?: ESCO Technologies (ESE) reported aerospace and defense — cost of revenue of $90.2M in Q1 2026.
How has ESCO Technologies's aerospace and defense — cost of revenue changed year-over-year?: ESCO Technologies's aerospace and defense — cost of revenue increased by 65.2% year-over-year, from $54.6M to $90.2M.
What does aerospace and defense — cost of revenue mean?: Includes all direct costs associated with producing the goods or providing the services sold by the Aerospace and Defense segment. This typically encompasses raw materials, direct labor, and manufacturing overheads. Monitoring this metric is essential for calculating gross margin and assessing production efficiency.