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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 8/10

vs
industry
vs
history
Cash to Debt 0.31
ESL's Cash to Debt is ranked higher than
68% of the 263 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 0.69 vs. ESL: 0.31 )
ESL' s 10-Year Cash to Debt Range
Min: 0.1   Max: 1.89
Current: 0.31

0.1
1.89
Equity to Asset 0.60
ESL's Equity to Asset is ranked higher than
89% of the 264 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 0.40 vs. ESL: 0.60 )
ESL' s 10-Year Equity to Asset Range
Min: 0.3   Max: 0.64
Current: 0.6

0.3
0.64
Interest Coverage 6.00
ESL's Interest Coverage is ranked higher than
69% of the 169 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 12.95 vs. ESL: 6.00 )
ESL' s 10-Year Interest Coverage Range
Min: 3.24   Max: 12.95
Current: 6

3.24
12.95
F-Score: 7
Z-Score: 3.27
M-Score: -2.47
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 8/10

vs
industry
vs
history
Operating margin (%) 12.08
ESL's Operating margin (%) is ranked higher than
89% of the 263 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 7.51 vs. ESL: 12.08 )
ESL' s 10-Year Operating margin (%) Range
Min: 8.81   Max: 12.33
Current: 12.08

8.81
12.33
Net-margin (%) 8.36
ESL's Net-margin (%) is ranked higher than
87% of the 263 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 5.27 vs. ESL: 8.36 )
ESL' s 10-Year Net-margin (%) Range
Min: -0.31   Max: 9.3
Current: 8.36

-0.31
9.3
ROE (%) 8.79
ESL's ROE (%) is ranked higher than
75% of the 256 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 11.26 vs. ESL: 8.79 )
ESL' s 10-Year ROE (%) Range
Min: -0.37   Max: 20.79
Current: 8.79

-0.37
20.79
ROA (%) 5.05
ESL's ROA (%) is ranked higher than
82% of the 263 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 4.43 vs. ESL: 5.05 )
ESL' s 10-Year ROA (%) Range
Min: -0.23   Max: 8.73
Current: 5.05

-0.23
8.73
ROC (Joel Greenblatt) (%) 26.53
ESL's ROC (Joel Greenblatt) (%) is ranked higher than
83% of the 263 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 22.71 vs. ESL: 26.53 )
ESL' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 19.09   Max: 44.41
Current: 26.53

19.09
44.41
Revenue Growth (%) 7.40
ESL's Revenue Growth (%) is ranked higher than
81% of the 256 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 5.20 vs. ESL: 7.40 )
ESL' s 10-Year Revenue Growth (%) Range
Min: -21.7   Max: 38.1
Current: 7.4

-21.7
38.1
EBITDA Growth (%) 8.90
ESL's EBITDA Growth (%) is ranked higher than
81% of the 225 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 6.40 vs. ESL: 8.90 )
ESL' s 10-Year EBITDA Growth (%) Range
Min: -26.7   Max: 34.8
Current: 8.9

-26.7
34.8
EPS Growth (%) 7.00
ESL's EPS Growth (%) is ranked higher than
79% of the 213 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 7.00 vs. ESL: 7.00 )
ESL' s 10-Year EPS Growth (%) Range
Min: -13.7   Max: 34.6
Current: 7

-13.7
34.6
» ESL's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q3 2013

ESL Guru Trades in Q3 2013

Jim Simons 82,800 sh (New)
Steven Cohen 12,667 sh (-30.58%)
Joel Greenblatt 45,259 sh (-41.33%)
David Dreman 94,461 sh (-71.63%)
» More
Q4 2013

ESL Guru Trades in Q4 2013

PRIMECAP Management 26,000 sh (New)
NWQ Managers 168,800 sh (New)
Jim Simons 141,100 sh (+70.41%)
Steven Cohen Sold Out
David Dreman 87,561 sh (-7.3%)
Joel Greenblatt 25,312 sh (-44.07%)
» More
Q1 2014

ESL Guru Trades in Q1 2014

Paul Tudor Jones 2,900 sh (New)
Signature Select Canadian Fund 32,300 sh (New)
Robert Olstein 50,000 sh (New)
Steven Cohen 6,199 sh (New)
PRIMECAP Management 37,800 sh (+45.38%)
NWQ Managers 180,340 sh (+6.84%)
Joel Greenblatt 26,207 sh (+3.54%)
Jim Simons 100,900 sh (-28.49%)
David Dreman 62,244 sh (-28.91%)
» More
Q2 2014

ESL Guru Trades in Q2 2014

PRIMECAP Management 98,431 sh (+160.4%)
NWQ Managers 218,780 sh (+21.32%)
Robert Olstein 53,000 sh (+6%)
Joel Greenblatt Sold Out
Paul Tudor Jones Sold Out
David Dreman 60,834 sh (-2.27%)
Jim Simons 34,700 sh (-65.61%)
» More
» Details

Insider Trades

Latest Guru Trades with ESL

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Joel Greenblatt 2014-06-30 Sold Out 0.04%$102.15 - $121.48 $ 117.627%0
PRIMECAP Management 2014-06-30 Add 160.4%0.01%$102.15 - $121.48 $ 117.627%98431
David Dreman 2014-03-31 Reduce -28.91%0.2%$98.44 - $111.66 $ 117.6212%62244
PRIMECAP Management 2014-03-31 Add 45.38%$98.44 - $111.66 $ 117.6212%37800
Joel Greenblatt 2013-12-31 Reduce -44.07%0.05%$77.1 - $101.54 $ 117.6238%25312
PRIMECAP Management 2013-12-31 New Buy$77.1 - $101.54 $ 117.6238%26000
David Dreman 2013-09-30 Reduce -71.63%0.56%$74.27 - $84.8 $ 117.6246%94461
Joel Greenblatt 2013-09-30 Reduce -41.33%0.1%$74.27 - $84.8 $ 117.6246%45259
David Dreman 2013-06-30 Reduce -30.9%0.3%$69.72 - $79.08 $ 117.6259%332954
Joel Greenblatt 2013-06-30 Add 90.04%0.11%$69.72 - $79.08 $ 117.6259%77148
Joel Greenblatt 2013-03-31 Reduce -37.43%0.09%$63.61 - $77.4 $ 117.6269%40596
John Burbank 2013-03-31 Sold Out 0.01%$63.61 - $77.4 $ 117.6269%0
John Burbank 2012-12-31 New Buy0.01%$55.42 - $65.75 $ 117.6296%3211
Joel Greenblatt 2012-09-30 New Buy0.24%$52.01 - $65.1 $ 117.62103%63306
Joel Greenblatt 2011-09-30 Sold Out 0.0692%$50.72 - $81.96 $ 117.6271%0
Premium More recent guru trades are included for Premium Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Ratios

vs
industry
vs
history
P/E(ttm) 22.70
ESL's P/E(ttm) is ranked higher than
68% of the 276 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 20.90 vs. ESL: 22.70 )
ESL' s 10-Year P/E(ttm) Range
Min: 5.09   Max: 33.28
Current: 22.7

5.09
33.28
P/B 1.90
ESL's P/B is ranked higher than
77% of the 276 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 2.60 vs. ESL: 1.90 )
ESL' s 10-Year P/B Range
Min: 0.57   Max: 1.95
Current: 1.9

0.57
1.95
P/S 1.80
ESL's P/S is ranked lower than
58% of the 276 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 1.16 vs. ESL: 1.80 )
ESL' s 10-Year P/S Range
Min: 0.42   Max: 1.91
Current: 1.8

0.42
1.91
PFCF 21.50
ESL's PFCF is ranked higher than
78% of the 276 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 40.82 vs. ESL: 21.50 )
ESL' s 10-Year PFCF Range
Min: 8.18   Max: 105.9
Current: 21.5

8.18
105.9
EV-to-EBIT 17.16
ESL's EV-to-EBIT is ranked higher than
79% of the 276 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 16.18 vs. ESL: 17.16 )
ESL' s 10-Year EV-to-EBIT Range
Min: 6.1   Max: 18.9
Current: 17.16

6.1
18.9
PEG 1.70
ESL's PEG is ranked higher than
84% of the 276 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 5.30 vs. ESL: 1.70 )
ESL' s 10-Year PEG Range
Min: 0.48   Max: 8.98
Current: 1.7

0.48
8.98
Shiller P/E 26.20
ESL's Shiller P/E is ranked higher than
64% of the 276 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 24.66 vs. ESL: 26.20 )
ESL' s 10-Year Shiller P/E Range
Min: 7.32   Max: 31.52
Current: 26.2

7.32
31.52
Current Ratio 2.93
ESL's Current Ratio is ranked higher than
90% of the 172 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 1.55 vs. ESL: 2.93 )
ESL' s 10-Year Current Ratio Range
Min: 1.1   Max: 3.7
Current: 2.93

1.1
3.7
Quick Ratio 1.67
ESL's Quick Ratio is ranked higher than
85% of the 172 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 1.06 vs. ESL: 1.67 )
ESL' s 10-Year Quick Ratio Range
Min: 0.81   Max: 2.69
Current: 1.67

0.81
2.69

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 14.80
ESL's Price/Tangible Book is ranked higher than
58% of the 276 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 11.90 vs. ESL: 14.80 )
ESL' s 10-Year Price/Tangible Book Range
Min: 1.46   Max: 77.56
Current: 14.8

1.46
77.56
Price/DCF (Projected) 1.20
ESL's Price/DCF (Projected) is ranked higher than
88% of the 276 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 1.90 vs. ESL: 1.20 )
ESL' s 10-Year Price/DCF (Projected) Range
Min: 0.45   Max: 4.55
Current: 1.2

0.45
4.55
Price/Median PS Value 1.70
ESL's Price/Median PS Value is ranked lower than
53% of the 276 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 1.20 vs. ESL: 1.70 )
ESL' s 10-Year Price/Median PS Value Range
Min: 0.26   Max: 1.58
Current: 1.7

0.26
1.58
Price/Peter Lynch Fair Value 2.70
ESL's Price/Peter Lynch Fair Value is ranked higher than
75% of the 276 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 9999.00 vs. ESL: 2.70 )
ESL' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.34   Max: 5.2
Current: 2.7

0.34
5.2
Price/Graham Number 3.80
ESL's Price/Graham Number is ranked higher than
68% of the 276 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 12.80 vs. ESL: 3.80 )
ESL' s 10-Year Price/Graham Number Range
Min: 0.76   Max: 7.35
Current: 3.8

0.76
7.35
Earnings Yield (Greenblatt) 6.10
ESL's Earnings Yield (Greenblatt) is ranked higher than
66% of the 247 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 7.00 vs. ESL: 6.10 )
ESL' s 10-Year Earnings Yield (Greenblatt) Range
Min: 5.3   Max: 16.5
Current: 6.1

5.3
16.5
Forward Rate of Return (Yacktman) 11.34
ESL's Forward Rate of Return (Yacktman) is ranked higher than
82% of the 244 Companies
in the Global Aerospace & Defense industry.

( Industry Median: 8.98 vs. ESL: 11.34 )
ESL' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -7.3   Max: 21.7
Current: 11.34

-7.3
21.7

Business Description

Industry: Aerospace & Defense » Aerospace & Defense
Compare:BA, ERJ, EADSY, RYCEY, HON » details
Traded in other countries:ETZ.Germany
Esterline Technologies Corporation, a Delaware corporation formed in 1967, is a specialized manufacturing company mainly serving aerospace and defense customers. It designs, manufactures and markets highly engineered products. The Company serves the aerospace and defense industry, mainly in the United States and Europe. It also serves the industrial/commercial and medical markets. Its current business and strategic growth plan focuses on the continuous development of these products in three key technology segments - avionics and controls, sensors and systems, and advanced materials including thermally engineered components and specialized high-performance elastomers and other complex materials, mainly for aerospace and defense markets. Its Avionics & Controls business segment includes avionics systems, control systems, interface technologies and communication systems capabilities. Avionics systems designs and develops cockpit systems integration and avionics solutions for commercial and military applications. The Company's Sensors & Systems business segment includes power systems and advanced sensors capabilities. it develops and manufactures high-precision temperature, pressure and speed sensors, electrical power switching, control and data communication devices, and other related systems mainly for aerospace and defense customers. Its Advanced Materials business segment includes engineered materials and defense technologies capabilities. It develops and manufactures high-performance elastomer products used in a wide range of commercial aerospace, space, and military applications, and highly engineered thermal components for commercial aerospace and industrial applications. The Company's main competitors include Astronautics, BAE, Bose, Eaton, Elbit, EMS, GE Aerospace, Honeywell, IAI, L-3, Otto Controls, RAFI, Rockwell Collins, SELEX, Telephonics, Thales, Ultra Electronics, Universal Avionics Systems Corporation, and Zodiac in its Avionics & Controls segment; Ametek, Amphenol, Eaton, Goodrich, Hamilton Sundstrand, Meggitt, MPC Products, STPI-Deutsch, Tyco, and Zodiac in its Sensors & Systems segment; and Chemring, Doncasters, Hi-Temp, J&M, JPR Hutchinson, Kmass, Meggitt (including Dunlop Standard Aerospace Group), Rheinmetall, Trelleborg, ULVA, and UMPCO in its Advanced Materials segment. The Company is subject to various laws and regulations that are more restrictive than those applicable to private sector contractors.
» More Articles for ESL

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