Want to see ESE full AI Analyst Report?
Revenue by Segment
Breaks down sales across the company’s business lines to show where growth is coming from and how dependent the company is on particular products or markets. Useful for spotting diversification or concentration risks, understanding drivers of revenue momentum, and judging the sustainability of top-line growth.
Aerospace & Defense and RF Test & Measurement have shifted from cyclical troughs into clear growth momentum—management attributed the upgrade to outsized Maritime and Navy awards plus stronger Test demand, which drove a raised sales and margin outlook—while Utility Solutions remains uneven because of renewables headwinds and margin pressure at NRG. The upgraded guidance and margin expansion look real, but expect lumpy quarter-to-quarter performance: A&D/Maritime contract timing and the pace of renewables normalization are the main risks to sustaining the upside.
ESE Revenue by Segment
| Date | Aerospace & Defense | Utility Solutions Group | RF Test & Measurement |
|---|---|---|---|
| Jun 30, 2026 | $168.20M | $99.96M | $70.86M |
| Mar 31, 2026 | $150.31M | $93.53M | $65.50M |
| Dec 31, 2025 | $143.83M | $87.48M | $58.35M |
| Sep 30, 2025 | $104.20M | $110.21M | $72.09M |
| Jun 30, 2025 | $136.32M | $92.36M | $67.66M |
| Mar 31, 2025 | $123.37M | $90.77M | $51.38M |
| Dec 31, 2024 | $114.30M | $86.66M | $46.06M |
| Sep 30, 2024 | $124.32M | $108.53M | $65.73M |
| Jun 30, 2024 | $114.45M | $90.28M | $56.06M |
| Mar 31, 2024 | $114.70M | $87.31M | $47.12M |
| Dec 31, 2023 | $94.73M | $82.98M | $40.60M |
| Sep 30, 2023 | $106.97M | $102.13M | $63.52M |
| Jun 30, 2023 | $103.47M | $89.97M | $55.31M |
| Mar 31, 2023 | $98.98M | $79.16M | $50.99M |
| Dec 31, 2022 | $82.98M | $71.05M | $51.47M |
| Sep 30, 2022 | $103.73M | $83.52M | $69.24M |
| Jun 30, 2022 | $92.61M | $67.20M | $59.26M |
| Mar 31, 2022 | $84.82M | $64.19M | $55.92M |
| Dec 31, 2021 | $70.24M | $63.48M | $43.28M |
| Sep 30, 2021 | $79.06M | $61.10M | $64.26M |
| Jun 30, 2021 | $85.58M | $47.70M | $48.11M |
| Mar 31, 2021 | $83.28M | $39.55M | $43.81M |
| Dec 31, 2020 | $66.89M | $54.54M | $41.52M |
