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ESE vs TDY
Which Stock Would AI Choose? ESCO Technologies (ESE) vs. Teledyne Technologies (TDY) Stock Comparison
Key Takeaways
- ESE has delivered stronger recent momentum, gaining approximately 18% over the past four weeks, outpacing broader market indices.
- TDY offers greater scale with a market capitalization around $30 billion compared to ESE's $8 billion.
- Both stocks operate in the scientific and technical instruments sector with heavy aerospace and defense exposure, benefiting from similar tailwinds.
- ESE trades at a higher trailing P/E ratio (price-to-earnings ratio, approximately 65x) versus TDY's 34x, reflecting premium growth expectations.
- Year-to-date, ESE has outperformed with gains around 37%, compared to TDY's 25%.
- Recent earnings beats for both underscore operational strength amid defense sector demand.
Introduction
ESCO Technologies (ESE) and Teledyne Technologies (TDY) are key players in the scientific and technical instruments industry, focusing on engineered solutions for aerospace, defense, and industrial applications. This comparison is particularly relevant for investors seeking exposure to defense spending growth and advanced technology amid geopolitical tensions and industrial recovery. Traders monitoring relative performance may find value in evaluating their momentum divergence, valuation trade-offs, and sector positioning in the current market environment. Both stocks have shown resilience, but differing scales and growth trajectories offer distinct opportunities for portfolio diversification or tactical trades.
ESE Overview and Recent Performance
ESCO Technologies Inc. (ESE) designs and manufactures engineered products and systems for utility, aerospace, defense, and commercial applications, with segments in Aerospace & Defense, Test, and U.S. Utility Solutions. In recent market activity, ESE shares have exhibited robust upward momentum, advancing nearly 18% over the past four weeks and over 100% in the last year, approaching 52-week highs around $315. This performance has been fueled by strong quarterly earnings beats, including Q1 2026 EPS of $1.64 surpassing estimates, alongside expanding gross margins to 42% and revenue growth exceeding 27% year-over-year. Positive sentiment stems from heightened defense demand and operational efficiencies, positioning ESE favorably in a sector benefiting from increased military budgets.
TDY Overview and Recent Performance
Teledyne Technologies Incorporated (TDY) delivers specialized technologies across digital imaging, instrumentation, aerospace and defense electronics, and engineered systems for industrial, marine, and government markets. Shares have maintained steady gains in recent weeks, with year-to-date advances around 25% and six-month returns over 30%, trading near $645. Key drivers include recent quarterly revenue growth of 7.3% beating expectations at $1.61 billion, supported by strategic acquisitions and 36% year-over-year expansion in aerospace and defense segments. Market sentiment reflects confidence in TDY's diversified portfolio and defense revenue exposure (around 30%), amid broader industrial recovery.
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Head-to-Head Comparison
Both ESE and TDY thrive in electronic equipment and instruments, with core growth from aerospace/defense (defense budgets as catalysts) versus industrial diversification. TDY's larger scale ($30B market cap) provides stability and acquisition firepower, but ESE ($8B) exhibits superior recent momentum and YTD outperformance. Valuation contrasts highlight ESE's premium P/E (65x trailing) signaling growth bets, while TDY (34x) appears more reasonable. Risk factors include sector cyclicality and supply chain pressures, with TDY showing lower beta (1.01). Sentiment favors ESE for momentum traders, TDY for value-oriented positions.
Tickeron AI Verdict
Tickeron’s AI currently leans toward ESE due to its consistent trend strength, superior relative performance in recent weeks, and alignment with accelerating defense demand. While TDY offers scale and stability, ESE's momentum and earnings trajectory suggest higher near-term probability of outperformance in the prevailing market positioning.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ESE is a Hold and TDY is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ESE’s FA Score shows that 2 FA rating(s) are green whileTDY’s FA Score has 0 green FA rating(s).
- ESE’s FA Score: 2 green, 3 red.
- TDY’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ESE’s TA Score shows that 3 TA indicator(s) are bullish while TDY’s TA Score has 4 bullish TA indicator(s).
- ESE’s TA Score: 3 bullish, 6 bearish.
- TDY’s TA Score: 4 bullish, 5 bearish.
Price Growth
ESE (@Electronic Equipment/Instruments) experienced а -4.37% price change this week, while TDY (@Electronic Equipment/Instruments) price change was -0.77% for the same time period.
The average weekly price growth across all stocks in the @Electronic Equipment/Instruments industry was -1.70%. For the same industry, the average monthly price growth was +5.73%, and the average quarterly price growth was +15.53%.
Reported Earning Dates
ESE is expected to report earnings on Aug 10, 2026.
TDY is expected to report earnings on Jul 29, 2026.
Industries' Descriptions
@Electronic Equipment/Instruments (-1.70% weekly)This industry manufactures electronic products used in various critical and sophisticated technologies, including laser-based systems, circuit and continuity testers, electro-optical measuring instruments and high-speed precision weighing and inspection equipment. Some major companies operating in this business are Canon Inc., Keysight Technologies Inc., and Fortive Corp.
| ESE | TDY | ESE / TDY | |
| Capitalization | 7.51B | 28.6B | 26% |
| EBITDA | 269M | 1.53B | 18% |
| Gain YTD | 48.456 | 20.725 | 234% |
| P/E Ratio | 57.06 | 31.24 | 183% |
| Revenue | 1.17B | 6.23B | 19% |
| Total Cash | N/A | 521M | - |
| Total Debt | 189M | 2.48B | 8% |
ESE | TDY | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 89 Overvalued | 97 Overvalued | |
PROFIT vs RISK RATING 1..100 | 8 | 42 | |
SMR RATING 1..100 | 43 | 73 | |
PRICE GROWTH RATING 1..100 | 45 | 50 | |
P/E GROWTH RATING 1..100 | 18 | 37 | |
SEASONALITY SCORE 1..100 | 50 | 75 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ESE's Valuation (89) in the Aerospace And Defense industry is in the same range as TDY (97). This means that ESE’s stock grew similarly to TDY’s over the last 12 months.
ESE's Profit vs Risk Rating (8) in the Aerospace And Defense industry is somewhat better than the same rating for TDY (42). This means that ESE’s stock grew somewhat faster than TDY’s over the last 12 months.
ESE's SMR Rating (43) in the Aerospace And Defense industry is in the same range as TDY (73). This means that ESE’s stock grew similarly to TDY’s over the last 12 months.
ESE's Price Growth Rating (45) in the Aerospace And Defense industry is in the same range as TDY (50). This means that ESE’s stock grew similarly to TDY’s over the last 12 months.
ESE's P/E Growth Rating (18) in the Aerospace And Defense industry is in the same range as TDY (37). This means that ESE’s stock grew similarly to TDY’s over the last 12 months.
| ESE | TDY | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 58% | N/A |
| Stochastic ODDS (%) | 4 days ago 75% | 4 days ago 65% |
| Momentum ODDS (%) | 4 days ago 57% | 4 days ago 54% |
| MACD ODDS (%) | 4 days ago 55% | 4 days ago 56% |
| TrendWeek ODDS (%) | 4 days ago 52% | 4 days ago 51% |
| TrendMonth ODDS (%) | 4 days ago 47% | 4 days ago 48% |
| Advances ODDS (%) | 6 days ago 61% | 5 days ago 53% |
| Declines ODDS (%) | 4 days ago 52% | 11 days ago 49% |
| BollingerBands ODDS (%) | 4 days ago 54% | 4 days ago 58% |
| Aroon ODDS (%) | 4 days ago 64% | 4 days ago 45% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IBDS | 24.18 | -0.01 | -0.04% |
| iShares iBonds Dec 2027 Term Corp ETF | |||
| GCAL | 50.58 | -0.18 | -0.36% |
| Goldman Sachs Dynamic CA Muncpl Inc ETF | |||
| SPXE | 79.51 | -0.41 | -0.51% |
| ProShares S&P 500® ex-Energy | |||
| BCD | 37.74 | -0.41 | -1.07% |
| abrdn Blmb AllCmdLDSK1Fr ETF | |||
| FUTG | 8.41 | -0.89 | -9.56% |
| Leverage Shares 2X Long Futu Daily ETF | |||
ESE and
Correlation & Price change
A.I.dvisor indicates that over the last year, ESE has been loosely correlated with TDY. These tickers have moved in lockstep 46% of the time. This A.I.-generated data suggests there is some statistical probability that if ESE jumps, then TDY could also see price increases.
| Ticker / NAME | Correlation To ESE | 1D Price Change % | ||
|---|---|---|---|---|
| ESE | 100% | -2.28% | ||
| TDY - ESE | 46% Loosely correlated | -3.44% | ||
| COHR - ESE | 43% Loosely correlated | -5.55% | ||
| KEYS - ESE | 43% Loosely correlated | -3.47% | ||
| MKSI - ESE | 42% Loosely correlated | -3.39% | ||
| VNT - ESE | 41% Loosely correlated | -2.40% | ||
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TDY and
Correlation & Price change
A.I.dvisor indicates that over the last year, TDY has been loosely correlated with KEYS. These tickers have moved in lockstep 48% of the time. This A.I.-generated data suggests there is some statistical probability that if TDY jumps, then KEYS could also see price increases.
| Ticker / NAME | Correlation To TDY | 1D Price Change % | ||
|---|---|---|---|---|
| TDY | 100% | -3.44% | ||
| KEYS - TDY | 48% Loosely correlated | -3.47% | ||
| ESE - TDY | 45% Loosely correlated | -2.28% | ||
| GRMN - TDY | 44% Loosely correlated | -3.70% | ||
| VNT - TDY | 43% Loosely correlated | -2.40% | ||
| ST - TDY | 42% Loosely correlated | -0.88% | ||
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