
ESCO Technologies (ESE) earns a buy rating, driven by robust growth in Aerospace & Defense (A&D) and Utility Solutions Group (USG) segments. A&D segment benefits from commercial aircraft production recovery and long-cycle naval programs, with Q2 2026 orders up ~90% y/y and backlog up ~34%. USG, led by Doble and soon Megger, capitalizes on grid reliability trends, with Doble orders growing 20% and the Megger acquisition enhancing ESE's value proposition.










