Strong Results Lifted ESCO Technologies (ESE) in Q1

2 months ago 14

Soumya Eswaran

Tue, Apr 29, 2025, 6:14 AM 3 min read

Conestoga Capital Advisors, an plus absorption company, released its first-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Equity markets started the twelvemonth with a rally owed to optimism astir a beardown system and expectations of moderating ostentation and little involvement rates. However, concerns implicit slowing net from large Technology companies, geopolitical tensions, and an upcoming announcement connected tariffs led to a crisp diminution successful equities by the extremity of the archetypal quarter. Investors sought safety, driving U.S. Treasury yields down. The Conestoga Small Cap Composite returned -11.35% (net) successful the archetypal 4th compared to the Russell 2000 Growth Index’s -11.12% return. The Conestoga SMid Cap Composite returned -5.73% compared to the Russell 2500 Growth Index’s -10.80% return. The Conestoga Micro-Cap Composite returned -8.24% vs the Russell Microcap Growth Index’s instrumentality of -17.75%. Finally, the Conestoga Mid Cap Composite returned 0.96% (net), compared to the Russell Midcap Growth Index’s -7.12% return. Please cheque the apical 5 holdings of the money for a amended knowing of their champion picks for 2025.

In its first-quarter 2025 capitalist letter, Conestoga Capital Advisors highlighted stocks specified arsenic ESCO Technologies Inc. (NYSE:ESE). ESCO Technologies Inc. (NYSE:ESE) is simply a planetary distributor of engineered filtration and fluid power products, and integrated propulsion systems. The one-month instrumentality of ESCO Technologies Inc. (NYSE:ESE) was -2.50%, and its shares gained 49.09% of their worth implicit the past 52 weeks. On April 28, 2025, ESCO Technologies Inc. (NYSE:ESE) banal closed astatine $155.14 per stock with a marketplace capitalization of $4.004 billion.

Conestoga Capital Advisors stated the pursuing regarding ESCO Technologies Inc. (NYSE:ESE) successful its Q1 2025 capitalist letter:

"ESCO Technologies Inc. (NYSE:ESE) is simply a diversified concern that provides diagnostic instrumentality to inferior companies, filtration/flow devices to the aerospace/defense manufacture and develops investigating instrumentality for the electronics/telecommunication segments. ESE reported beardown Q4 results with a bully betterment successful its Test conception with orders successful the 4th up a 43% year-over-year. Also, the precocious announced acquisition of SM&P, which expands ESE’s defence business, has been precise good received by the market."

Is ESCO Technologies Inc. (ESE) the Best Scientific Instruments Stock to Buy Right Now?

An concern tech installation with robotic arms for precision machining components.

ESCO Technologies Inc. (NYSE:ESE) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 12 hedge money portfolios held ESCO Technologies Inc. (NYSE:ESE) astatine the extremity of the 4th quarter, compared to 8 successful the 3rd quarter. While we admit the imaginable of ESCO Technologies Inc. (NYSE:ESE) arsenic an investment, our condemnation lies successful the content that AI stocks clasp greater committedness for delivering higher returns, and doing truthful wrong a shorter timeframe. If you are looking for an AI banal that is arsenic promising arsenic NVIDIA but that trades astatine little than 5 times its earnings, cheque retired our study astir the cheapest AI stock.

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