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What smart money is saying about ESCO TechnologiesUnited States flag

ESE · Technology · Hardware, Equipment & Parts · Market cap $6.45B

1 fund in our archive has pitched ESCO Technologies, most recently Tributary Capital Management Small/Mid Cap Strategy in September 2026.

Company profile

ESCO Technologies Inc. serves global industrial and commercial markets by offering specialized engineered products and sophisticated systems. The company operates through three primary business units: Aerospace & Defense, Utility Solutions Group, and RF Shielding and Test. The Aerospace & Defense division focuses on the creation and manufacturing of advanced filtration products, including hydraulic filter elements and fluid control devices for commercial aviation, unique filter mechanisms for satellite micro-propulsion, and bespoke filters for both crewed aircraft and submarines. This segment also develops and produces elastomeric-based solutions aimed at reducing the signature of U.S. naval vessels. Furthermore, it supplies essential, precision-machined components such as bushings, pins, sleeves, and other intricately crafted parts, which are critical for aircraft systems like landing gear, rotor heads, engine mounts, flight controls, and actuation systems within the aerospace and defense sectors. The Utility Solutions Group provides vital diagnostic testing capabilities, enabling operators of electric power grids to effectively assess the integrity of high-voltage power transmission equipment. Additionally, this group furnishes decision-making support tools specifically designed for the renewable energy industry, with a particular focus on wind and solar power generation. The RF Shielding and Test segment is dedicated to designing and manufacturing specialized facilities, such as RF test environments, secure communication sites, acoustic test chambers, RF and magnetically shielded rooms, and broadcasting and recording studios. Its product range encompasses RF absorptive materials and filters, active compensation systems, a variety of antennas and their associated masts, turntables, electric and magnetic probes, RF test cells, proprietary measurement software, and numerous other test accessories used for diverse testing applications. Complementing its product offerings, this segment delivers a comprehensive suite of services, including calibration for antennas and field probes, chamber certification, field surveys, customer training, and various product testing procedures. ESCO Technologies distributes its products and services through a multifaceted network comprising independent distributors, external sales representatives, dedicated direct sales teams, and its own internal sales personnel. The company was founded in 1990 and is headquartered in St. Louis, Missouri.

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4
Reported positions
0
Bought
0
Sold
5
Letters

Position history

Between Q2 2025 and Q3 2026, 4 fund letters reported a position in ESCO Technologies, with no move described.

Fund letters reporting a position in ESCO Technologies, by quarter
QuarterLettersBoughtSoldTheses
Q3 20262001
Q2 20261000
Q2 20251000

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 4 positions

  • “Power Integrations, a designer of high-voltage power conversion semiconductors, was pressured by fading investor optimism around the artificial intelligence trade, which weighed broadly on semiconductor stocks. In-line guidance alongside softer expected consumer sales quarter- over-quarter presented additional headwinds for the stock. ESCO Technologies, a highly engineered products manufacturer serving aerospace, defense and utility end markets, reported solid results across all three segments and raised fiscal year 2026 guidance again.”
    ESCO Technologies
  • “TOP 10 HOLDINGS (%)* Silicon Motion Technology Corp. 3.02 Ligand Pharmaceuticals, Inc. 3.02 MYR Group, Inc. 2.84 WisdomTree, Inc. 2.74 Semtech Corp. 2.43 JBT Marel Corp. 2.34 ESCO Technologies, Inc. 2.32 Onto Innovation, Inc. 2.14 SiTime Corp. 2.10 Novanta, Inc. 2.06 Top 10 Holdings Total 25.01”
    ESCO Technologies
  • “FUND MANAGEMENT TOP 10 HOLDINGS (%)* Silicon Laboratories, Inc. 3.34 WisdomTree, Inc. 3.15 Ligand Pharmaceuticals, Inc. 3.10 JBT Marel Corp 2.48 MYR Group, Inc. 2.32 ESCO Technologies, Inc. 2.23 Option Care Health, Inc.”
    ESCO Technologies
  • Listed in Loomis Sayles Small Cap Growth Fund’s reported holdings.

    ESCO Technologies

Fund coverage · 1 thesis

Read every full thesis on ESCO Technologies

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