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ESE as of Oct 31 · 20:31 ET
ESENYSECommunications Equipment, NEC

Esco Technologies Inc · Brief

Next report

18 days

Nov 19 · after closeest.Q4 FY26
Earnings

Expected move

Inputs

Implied vs realized

8 reportsHistory
3 of 8≥ implied
avg implied
±5.8%
avg realized
±6.9%
Feb 6 '25±6.1%▲+19.75%×3.23
May 7 '25±7.2%▲+6.30%×0.88
Aug 7 '25±5.8%▲+1.79%×0.31
Nov 20 '25±5.5%▲+2.54%×0.46
Q1 FY26±6.3%▲+6.17%×0.98
Q2 FY26±1.7%▼−2.56%×1.47
May 7 '26±6.3%▼−8.91%×1.42
Q3 FY26±7.3%▼−6.80%×0.93
quarterimplied−20%0+20%realized×
Q3 FY26±7.3%▼−6.80%×0.93
May '26±6.3%▼−8.91%×1.42
Q2 FY26±1.7%▼−2.56%×1.47
Q1 FY26±6.3%▲+6.17%×0.98
Nov '25±5.5%▲+2.54%×0.46
Aug '25±5.8%▲+1.79%×0.31
2 older reports
May '25±7.2%▲+6.30%×0.88
Feb '25±6.1%▲+19.75%×3.23
Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Bull & bear

Nov 19 report · est.

Bull2

447managers reporting a position in the latest quarterly filings13F · Jun 30 '26
4tracked funds holding ESEN-PORT · Aug 31 '26

Bear2

34.00%of revenue from the largest disclosed customer, Non U S customersSEC filings
9 of 23of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26
AI captions · Sep 28 '26once per report · top 2 per case

Linked exposure

ESE report session

No linked exposure.

Latest changes

30 daysAll changes
Oct 28-KMaterial agreement: 8-K Item 1.01.Source

Your note

privateThesis 0 · Decisions 0 · Observations 0

No thesis.