HIGHOutside partySupplier
Globe single supplier of critical materials
“10-K Item 1A: 'Globe has a single supplier of critical materials for a significant military production program'”
ESE · Concentration risk · 10-K extracted
ESCO Technologies (ESE) concentration risks
Updated
The most significant concentration ESCO Technologies discloses is Globe single supplier of critical materials, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: ESCO Technologies’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 4 disclosed concentrations
HIGH1
MEDIUM1
LOW2
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
MEDIUMBuilt-inProduct / Revenue mix
44%
Aerospace & Defense segment
“10-K Item 1: 'The A&D segment accounted for approximately 44%, 37% and 34% of our total revenue from continuing operations in 2025, 2024 and 2023, respectively.'”
LOWBuilt-in & outside partyCustomer
23%
U.S. Government
“10-K Item 1A: 'In 2025, approximately 23% of our revenues from continuing operations were generated from sales to the U.S. Government or its contractors, primarily within our A&D segment.'”
LOWOutside partySupplier
Doble single-location supplier
“10-K Item 1A: 'one of these suppliers produces approximately 23% of Doble's products from a single location within the United States'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-06-24ESCO's disclosed concentrations span supply, end-market, and customer. The most acute is supply-side: a single supplier provides critical materials for a significant military production program — a high-share dependency by disclosed size, since a disruption there could halt a key program. By segment, Aerospace & Defense accounted for approximately 44% of total revenue from continuing operations, a medium-share, structural exposure to defense demand. Customer concentration is lower: roughly 23% of revenues came from sales to the U.S. Government or its contractors, a low-share, mixed exposure tied to federal budgets and procurement. A further supply dependency is contained: a single-location supplier produces approximately 23% of Doble's products, a low-share reliance on one site. Netting these out, the single-supplier military-program dependency is the dominant idiosyncratic risk; the defense-segment and government-revenue weights are structural exposures to the same end-market, while the Doble supply line is a smaller, localized dependency worth monitoring.
For the engine’s reasoning on ESE’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Scientific & Technical Instruments
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| BMI | Badger Meter, Inc. | 2 | 0 | 0 | 2 |
| ESE● | ESCO Technologies Inc. | 1 | 1 | 2 | 4 |
| COHR | Coherent Corp. | 1 | 1 | 0 | 2 |
| GRMN | Garmin Ltd. | 1 | 1 | 0 | 2 |
| FTV | Fortive Corporation | 1 | 0 | 0 | 1 |
| CGNX | Cognex Corporation | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.