Esco Technologies Inc
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report3 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
−6.80%
vs ±7.3% implied · ×0.93
shaded = implied · ▲▼ = realized
Esco Technologies has 3 disclosed suppliers and 5 disclosed customers in SEC filings.
SentenceIn 2025, approximately 34% of our net sales from continuing operations were to customers outside the United States.
basisESE FY2025 revenue $1.1B
ESE 10-Kaccession 0001104659-25-117276
SentenceDoble has arrangements with six manufacturers which produce and supply a substantial portion of its end-products, and one of these suppliers produces approximately 23% of Doble's products from a single location within the United States.
ESE 10-Kaccession 0001104659-25-117276
SentenceGlobe has a single supplier of critical materials for a significant military production program, and if this supplier were to discontinue producing these components in a timely manner the need to secure another source could pose a risk to or at least a significant delay in the production program.
ESE 10-Kaccession 0001104659-25-117276
SentenceOn July 8, 2024, the Company and certain of its wholly owned subsidiaries entered into a Sale and Purchase Agreement ("Purchase Agreement") with Ultra Electronics Holdings Limited, a private limited liability company incorporated in England & Wales ("Ultra"), pursuant to which one or more wholly owned subsidiaries of the Company will acquire from Ultra or its subsidiaries Ultra's Signature Management & Power ("SM&P") business, including all of the issued and outstanding equity interests of (i) Ultra PMES Limited, a private limited liability company incorporated in England & Wales ("the UK Target Company"), (ii) Measurement Systems, Inc., a Delaware corporation, (iii) EMS Development Corporation, a New York corporation, and (iv) DNE Technologies, a Delaware corporation, for a purchase price of approximately $550 million, plus or minus certain customary adjustments at closing and post-closing for cash, debt, working capital and transaction expenses as specified in the Purchase Agreement (the "SM&P Acquisition").
ESE 10-Kaccession 0001410578-24-002064
SentenceA significant portion of VACCO's, Globe's and Westland's sales involve major U.S. Government programs such as NASA's Space Launch System (SLS) and U.S. Navy submarines.
ESE 10-Kaccession 0001410578-24-002064
SentenceSales to the U.S. Government and its prime contractors and subcontractors represent a significant portion of our business.
ESE 10-Kaccession 0001410578-24-002064
SentenceSales to the U.S. Government and its prime contractors and subcontractors represent a significant portion of our business.
ESE 10-Kaccession 0001104659-25-117276
Expected move
Inputs8Q avg ±6.9%·×0.79·cheap
straddle ±7.6%
spot 237.70exp Nov 20ATM strike 240ATM straddle 21.20IV 46%
Esco Technologies Inc
237.36