Quality Stock ESCO Technologies: The Quiet Beneficiary of the Submarine Boom.

The geopolitical tensions also affect the oceans. In light of the military buildup in China and Russia, the United States and its allies must modernize and expand their submarine fleets (keyword AUKUS pact). This is a decades-long cycle that runs independently of short-term economic fluctuations.   ESCO Technologies (ESE) provides the technology that allows these submarines to operate quietly and efficiently.   Unlike large defense contractors (Primes), ESCO supplies critical subsystems such as filters, fluid controls, and test systems...