Esco Technologies Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Esco Technologies Inc (ESE) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Esco Technologies Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 1,225M vs 649,934M combined for tracked competitors (0.2% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+10.7% annualized vs trailing 12 months), vs accelerating (+6.4%) for its tracked peer group.
- Growth: Esco Technologies Inc generated 14.4% revenue growth year over year in Q3 2026, vs 12.7% for its tracked competitors combined.
- Profitability: Its 9.7% net margin compares with 23.7% for the peer group.
- Scale: Esco Technologies Inc ranks #3 of 25 companies by market capitalization in the Communications Equipment industry, holding 3.1% of industry market cap.
- Peer revenue share: Esco Technologies Inc accounted for 0.2% of combined revenue among its tracked peer group, up from 0.2% a year earlier.
- Peer differentiation: Revenue per employee of $6.06M compares with $0.98M for the peer group (6.2x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
ESE Sales vs. its Competitors, Q3 2026
Esco Technologies Inc reported revenue growth of 14.40 % year on year in Q3 2026, above its competitors' combined revenue growth of 12.67 %.
With a net margin of 9.66 %, Esco Technologies Inc reported lower profitability than its competitors (23.72 %).
Esco Technologies Inc generated 0.20 % of the combined sales of its peer group, up from 0.19 % a year earlier.
Esco Technologies Inc vs. its Competitors, Q3 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Esco Technologies Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Esco Technologies inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (2) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (6) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Esco Technologies Inc's competitor groups requires a Commercial License.
For context: the Communications Equipment industry grew revenue 4.4% year over year, combined, vs 14.4% for Esco Technologies Inc. Esco Technologies Inc's share of combined industry revenue moved from 0.47% to 0.51%, a gain of 0.04 percentage points.
Esco Technologies Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Esco Technologies inc | Yes | Yes | Yes | No |
| Competitors combined (45) | ||||
| High-Confidence Competitors (3) | ||||
| Similar-Size Competitors (7) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
ESE Stock Performance relative to its Competitors
ESE Stock Performance relative to High-Confidence Competitors
ESE Stock Performance relative to Similar-Size Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Ase Technology Holding Co Ltd | 282.9% | Outperformed |
| 2 | Skywater Technology Inc | 282.9% | Outperformed |
| 3 | Formfactor inc | 282.9% | Outperformed |
| 4 | Cohu Inc | 282.9% | Outperformed |
| 5 | Viavi Solutions Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Esco Technologies Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Esco Technologies Inc's Comment on Competition and Industry Peers
Competition in the Company’s major markets is broadly based and global in scope. Competition can be particularly intense during periods of economic slowdown, and this has been experienced in some of our markets. Although the Company is a leading supplier in several of the markets it serves, it maintains a relatively small share of the business in many of the other markets it serves. Individual competitors range in size from annual revenues of less than $1 million to billion-dollar enterprises. Because of the specialized nature of the Company’s products, its competitive position with respect to its products cannot be precisely stated. In the Company’s major served markets, competition is driven primarily by quality, technology, price and delivery performance.
The Test segment is a global leader in EM shielding. Significant competitors in this market include Rohde & Schwarz GMBH, Microwave Vision SA (MVG), TDK RF Solutions Inc., Albatross GmbH, IMEDCO AG and Cuming Microwave Corporation.
Significant competitors of the USG segment include OMICRON electronics Corp., Megger Group Limited, Vaisala and Qualitrol Company LLC (a subsidiary of Danaher Corporation).
Significant Competitors of the Technical Packaging segment include Nelipak Corporation, Prent Corporation, Placon Corporation and Sonoco /Alloyd.
Publicly Traded Peers of Esco Technologies inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Esco Technologies inc | 6,911.72 | 1,224.53 |
| Taiwan Semiconductor Manufacturing Company Limited | 2,348,690.03 | 121,423.20 |
| Asml Holding Nv | 688,901.35 | 36,586.96 |
| Lam Research Corporation | 396,578.75 | 23,232.69 |
| Applied Materials Inc | 389,408.00 | 30,837.00 |
| General Electric Company | 333,197.28 | 50,638.00 |
| SUBTOTAL | 5,533,011.39 | 1,072,920.30 |
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Sources: Esco Technologies inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Esco Technologies inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Esco Technologies Inc's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Danaher Corporation | Named by the company | 85% |
| Pall Corporation | Named by the company | 85% |
| CLARCOR Inc | Named by the company | 85% |
| Parker hannifin Corporation | Named by the company | 85% |
| Moog Inc | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Esco Technologies Inc's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Esco Technologies Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Esco Technologies inc | Aerospace and Defense 49.61 % |
| Lam Research Corporation | Reportable 100.00 % |
| Applied Materials Inc | Semiconductor Systems 75.41 % |
| General Electric Company | Commercial Engines and Services, Reportable 72.90 % |
| Thermo Fisher Scientific Inc | Clinical Research 19.98 % |
| Kla Corporation | Semiconductor Process Control 90.30 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
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Esco Technologies Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Esco Technologies inc | 6,912 | 6,062,010 | 1,558,470 |
| Taiwan Semiconductor Manufacturing Company Limited | 2,348,690 | 1,713,299 | 762,463 |
| Asml Holding Nv | 688,901 | 827,591 | 243,447 |
| Lam Research Corporation | 396,579 | 997,111 | 311,820 |
| Applied Materials Inc | 389,408 | 844,849 | 253,890 |
| General Electric Company | 333,197 | 888,386 | 157,579 |
| PEERS TOTAL | 5,526,100 | 975,056 | 190,110 |
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Esco Technologies Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Esco Technologies inc | US 64.34 % |
| Asml Holding Nv | Rest of Europe and Middle East 1.43 % |
| Lam Research Corporation | China 33.83 % |
| Applied Materials Inc | Taiwan 27.24 % |
| Thermo Fisher Scientific Inc | North America 51.27 % |
| Kla Corporation | Taiwan 25.45 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
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Esco Technologies Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 23 companies in Esco Technologies Inc's industry classification, broader than the peer set above. Market cap in millions of $.Esco Technologies Inc ranks #3 of 23 companies by market capitalization in its industry, holding 3.11 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 4,522, indicating a highly concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Corning Inc | 133,753 | 59.77 % |
| 2 | Lumentum Holdings Inc | 68,200 | 30.48 % |
| 3 | Esco Technologies inc | 6,953 | 3.11 % |
| 4 | Iridium Communications Inc | 5,256 | 2.35 % |
| 5 | Belden Inc | 1,234 | 5.2% |
| 6 | Ihs Holding Ltd | 1,234 | 5.2% |
| 7 | Napco Security Technologies inc | 1,234 | 5.2% |
| 8 | Powerfleet Inc | 1,234 | 5.2% |
| 9 | Turtle Beach Corporation | 1,234 | 5.2% |
| 10 | Optical Cable Corporation | 1,234 | 5.2% |
Market cap and industry share for the rest of Esco Technologies Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
Esco Technologies Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 1 | Corning Inc | 133,753 | 93.18 % |
| 2 | Lumentum Holdings Inc | 68,200 | 474.58 % |
| 3 | Esco Technologies inc | 6,953 | 27.87 % |
| 4 | Iridium Communications Inc | 1,234 | 12.3% |
| 5 | Belden Inc | 1,234 | 12.3% |
| 6 | Ihs Holding Ltd | 1,234 | 12.3% |
| 7 | Napco Security Technologies inc | 1,234 | 12.3% |
| 8 | Powerfleet Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Esco Technologies Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Esco Technologies Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Communications Equipment industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (36 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 42.81 % | 45.57 % (avg) | -2.8 pp |
| Operating Margin | - | industry median | - |
| EBITDA Margin | 31.95 % | 5.39 % (avg) | +26.6 pp |
| Capital Intensity (Capex / Revenue) | - | 4.21 % (avg) | - |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Esco Technologies Inc's Valuation vs Competitive Position
Valuation multiples vs the Communications Equipment industry average (36 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 26.2x | 40.9x | -14.7x |
| EV / EBITDA | 21.3x | 22.9x | -1.6x |
| P/B | 5.3x | 4.7x | +0.6x |
| Return on Equity | 20.04 % | industry aggregate | -131.69 % |
| Return on Invested Capital | - | -0.46 % (avg) | - |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Esco Technologies Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 9.51 % | 4.13 % | -10.32 % | 0.41 % | 21.84 % | 8.46 % | 9.13 % | 7.82 % |
| Operating Margin | 13.23 % | 12.12 % | 5.90 % | 10.64 % | 12.39 % | 13.75 % | 14.83 % | 15.81 % |
| Return on Invested Capital | 5.68 % | 4.95 % | 2.01 % | 3.38 % | 4.47 % | 5.11 % | 5.63 % | 5.36 % |
| P/E | 23.0x | 15.8x | 90.7x | 37.4x | 27.5x | 29.4x | 32.5x | 18.0x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Esco Technologies Inc's BCG Growth-Share Matrix
Relative market share (vs Esco Technologies Inc's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Esco Technologies Inc falls in the Dog quadrant: relative market share of 0.05x vs its largest competitor, in an industry growing revenue 4.5% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution. A caveat worth reading alongside this chart: Corning Inc alone holds 60% of this industry's market cap. In an industry this dominated by one leader, the framework will place nearly every OTHER company in "Dog" or "Question Mark" purely because relative share is measured against that leader, regardless of how strong those other companies actually are on their own fundamentals. Check the Profitability, Valuation and Financial Strength sections above before treating this quadrant label as a verdict.
Esco Technologies Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Low | Industry HHI of 4,522 (see Industry Market Structure & Concentration above) |
| Supplier Power | Not covered on this page | See Esco Technologies Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Esco Technologies Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Esco Technologies Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Esco Technologies Inc falls in the Medium attractiveness / Medium strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Esco Technologies Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+10.7% annualized vs trailing 12 months).
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Return on equity 131.7 points below the industry aggregate.
- Low relative market share vs the industry leader (0.05x).
Opportunities
No rule matched.
Threats
- Industry dominated by Corning Inc, holding 59.77 % of industry market cap.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Esco Technologies Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Esco Technologies inc | 0.18 | 1.39 | 0.10 |
| Taiwan Semiconductor Manufacturing Company Limited | 1.82 | 2.51 | 0.02 |
| Asml Holding Nv | - | 1.26 | 0.22 |
| Lam Research Corporation | 0.96 | 2.38 | 0.38 |
| Applied Materials Inc | 0.79 | 2.53 | 0.29 |
| General Electric Company | - | 0.86 | 1.09 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Esco Technologies Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Esco Technologies inc | Q2 2026 | +14.4 % | +25.6 % |
| Taiwan Semiconductor Manufacturing Company Limited | Q4 2025 | +37.6 % | +53.1 % |
| Asml Holding Nv | Q4 2025 | +15.6 % | +26.9 % |
| Lam Research Corporation | Q2 2026 | +30.0 % | +32.4 % |
| Applied Materials Inc | Q2 2026 | +24.8 % | +42.7 % |
| General Electric Company | Q2 2026 | +21.1 % | +16.6 % |
| PEERS TOTAL | +17.5 % | +57.4 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Esco Technologies Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Esco Technologies inc | Q2 2026 | +13.3 % | +29.0 % |
| Taiwan Semiconductor Manufacturing Company Limited | Q4 2025 | +25.7 % | +39.1 % |
| Asml Holding Nv | Q4 2025 | +11.9 % | -21.7 % |
| Lam Research Corporation | Q2 2026 | +25.6 % | +9.6 % |
| Applied Materials Inc | Q2 2026 | +21.1 % | +21.1 % |
| General Electric Company | Q2 2026 | +540.9 % | +2.4 % |
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Esco Technologies Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Esco Technologies inc | 13.05% | 15.66% | 20.04% |
| Taiwan Semiconductor Manufacturing Company Limited | 21.37% | 26.29% | 31.41% |
| Asml Holding Nv | 19.00% | 36.53% | 49.00% |
| Lam Research Corporation | 33.19% | 41.27% | 67.41% |
| Applied Materials Inc | 23.70% | 28.79% | 41.02% |
| General Electric Company | 6.98% | 11.25% | 48.50% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Esco Technologies Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Esco Technologies inc | 21.90 | 5.64 |
| Taiwan Semiconductor Manufacturing Company Limited | 84.65 | 19.34 |
| Asml Holding Nv | 71.69 | 18.83 |
| Lam Research Corporation | 54.60 | 17.07 |
| Applied Materials Inc | 42.07 | 12.63 |
| General Electric Company | 37.57 | 6.58 |
| PEERS AVERAGE | 26.44 | 5.16 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.