diff --git a/esphome/espidf/framework.py b/esphome/espidf/framework.py
index 4b7653616a..82445fbacf 100644
--- a/esphome/espidf/framework.py
+++ b/esphome/espidf/framework.py
@@ -1209,14 +1209,23 @@ def _ccache_env() -> dict[str, str]:
         # export the canonical off spelling instead
         return {"IDF_CCACHE_ENABLE": "0"}
     if idf_knob is True:
-        # Forced on ignores the runnability verdict, but a missing or
-        # unusable binary is worth saying out loud: idf.py silently
-        # compiles without ccache in that case
+        # Forced on ignores the runnability verdict, but the outcome is
+        # worth saying out loud. Only the truly-missing case means idf.py
+        # compiles without ccache; a present-but-rejected binary (probe
+        # failure or shared opt-out) is still used, since idf.py does its
+        # own PATH lookup.
         if resolve_ccache_path() is None:
-            _LOGGER.warning(
-                "IDF_CCACHE_ENABLE=1 but no usable ccache binary was "
-                "found; idf.py will compile without ccache"
-            )
+            if shutil.which("ccache") is None:
+                _LOGGER.warning(
+                    "IDF_CCACHE_ENABLE=1 but no ccache binary is on PATH; "
+                    "idf.py will compile without ccache"
+                )
+            else:
+                _LOGGER.warning(
+                    "IDF_CCACHE_ENABLE=1 forces ccache on even though it "
+                    "was rejected here (probe failure or "
+                    "ESPHOME_CCACHE_ENABLE=0); idf.py will use it anyway"
+                )
     elif resolve_ccache_path() is None:
         # ESP-IDF silently skips ccache without the binary; export the
         # canonical off spelling so an unparsable inherited value (or a
diff --git a/esphome/platformio/registry.py b/esphome/platformio/registry.py
index a04caa8487..4a6fb077c9 100644
--- a/esphome/platformio/registry.py
+++ b/esphome/platformio/registry.py
@@ -218,18 +218,17 @@ def prefetch_packages(
     def _fetch(entry: _PendingArchive, tracker: Callable[[int], None]) -> None:
         entry.dest.parent.mkdir(parents=True, exist_ok=True)
         with FileLock(f"{entry.dest}.lock", fallback_to_soft=False):
-            if (entry.dest / ".esphome_extracted").is_file():
-                # A concurrent build installed (and deleted the archive of)
-                # this package while we waited; re-downloading would orphan
-                # a fresh copy in downloads_dir
-                return
-            download_with_resume(
-                entry.url,
-                downloads_dir / f"{entry.name}-{entry.version}",
-                sha256=entry.sha256,
-                size=entry.size,
-                progress=tracker,
-            )
+            # Marker re-check: a concurrent build may have installed (and
+            # deleted the archive of) this package while we waited;
+            # re-downloading would orphan a fresh copy in downloads_dir
+            if not (entry.dest / ".esphome_extracted").is_file():
+                download_with_resume(
+                    entry.url,
+                    downloads_dir / f"{entry.name}-{entry.version}",
+                    sha256=entry.sha256,
+                    size=entry.size,
+                    progress=tracker,
+                )
 
     failures = run_batch_downloads(
         "Downloading packages",
diff --git a/tests/unit_tests/test_espidf_framework.py b/tests/unit_tests/test_espidf_framework.py
index ecf54349be..fe9a357c28 100644
--- a/tests/unit_tests/test_espidf_framework.py
+++ b/tests/unit_tests/test_espidf_framework.py
@@ -1613,7 +1613,26 @@ def test_ccache_env_opt_in_without_binary(
     assert env["IDF_CCACHE_ENABLE"] == "1"
     assert env["CCACHE_DIR"] == str(tmp_path / "tools" / "ccache")
     assert env["CCACHE_DEPEND"] == "1"
-    assert "no usable ccache binary" in caplog.text
+    assert "no ccache binary is on PATH" in caplog.text
+
+
+def test_ccache_env_opt_in_with_rejected_binary(
+    tmp_path: Path, caplog: pytest.LogCaptureFixture
+) -> None:
+    # Forced on with a present-but-rejected binary: idf.py does its own
+    # PATH lookup and uses it anyway; the warning must say so, not claim
+    # the build runs without ccache.
+    p1, p2, p3 = _ccache_patches(tmp_path, None, tmp_path / "build")
+    with (
+        patch.dict("os.environ", {"IDF_CCACHE_ENABLE": "1"}, clear=True),
+        patch("esphome.espidf.framework.shutil.which", return_value="/usr/bin/ccache"),
+        p1,
+        p2,
+        p3,
+    ):
+        env = _ccache_env()
+    assert env["IDF_CCACHE_ENABLE"] == "1"
+    assert "idf.py will use it anyway" in caplog.text
 
 
 def test_ccache_env_honors_shared_esphome_opt_out(tmp_path: Path) -> None:
diff --git a/tests/unit_tests/test_platformio_registry.py b/tests/unit_tests/test_platformio_registry.py
index 56bfe4fe74..804c36dddf 100644
--- a/tests/unit_tests/test_platformio_registry.py
+++ b/tests/unit_tests/test_platformio_registry.py
@@ -539,8 +539,17 @@ def test_prefetch_packages_skips_freshly_installed_dest(tmp_path: Path) -> None:
     already installed; re-downloading would orphan an archive copy."""
     dest = tmp_path / "a"
     dest.mkdir()
-    (dest / ".esphome_extracted").touch()
+
+    from contextlib import contextmanager
+
+    @contextmanager
+    def marker_appears_under_lock(path, **kwargs):
+        # Simulates the concurrent build finishing while we waited
+        (dest / ".esphome_extracted").touch()
+        yield
+
     with (
+        patch("filelock.FileLock", side_effect=marker_appears_under_lock),
         patch.object(registry, "download_with_resume") as mock_download,
         patch.object(
             registry, "registry_download", side_effect=_resolve_for({"a": 10})