Engineered products manufacturer ESCO (NYSE:ESE) met Wall Street’s revenue expectations in Q1 CY2025, with sales up 6.6% year on year to $265.5 million. The company’s full-year revenue guidance of $1.20 billion at the midpoint came in 4.5% above analysts’ estimates. Its non-GAAP profit of $1.35 per share was 8.3% above analysts’ consensus estimates.
As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the engineered components and systems industry, including ESCO (NYSE:ESE) and its peers.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at RBC Bearings (NYSE:RBC) and the best and worst performers in the engineered components and systems industry.
In a sliding market, ESCO has defied the odds, trading up to $153.25 per share. Its 22.9% gain since October 2024 has outpaced the S&P 500’s 7.3% drop. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how engineered components and systems stocks fared in Q4, starting with Enpro (NYSE:NPO).
Even if they go mostly unnoticed, industrial businesses are the backbone of our country. But they are at the whim of volatile macroeconomic factors that influence capital spending (like interest rates), and the market seems convinced that demand will slow.
Due to this bearish outlook, the industry has tumbled by 16.4% over the past six months. This performance was worse than the S&P 500’s 8.7% fall.
Earnings results often indicate what direction a company will take in the months ahead. With Q4 behind us, let’s have a look at Arrow Electronics (NYSE:ARW) and its peers.
Earnings results often indicate what direction a company will take in the months ahead. With Q4 behind us, let’s have a look at Applied Industrial (NYSE:AIT) and its peers.
Wrapping up Q4 earnings, we look at the numbers and key takeaways for the engineered components and systems stocks, including Gates Industrial Corporation (NYSE:GTES) and its peers.
