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ESAB Corporation

NYSE•ESAB
CEO: Mr. Shyam P. Kambeyanda
Sector: Industrials
Industry: Manufacturing - Metal Fabrication
Listing Date: 2022-03-29
ESAB Corporation engages in the formulation, development, manufacture, and supply of consumable products and equipment for use in cutting, joining, automated welding, and gas control equipment. Its comprehensive range of welding consumables includes electrodes, cored and solid wires, and fluxes using a range of specialty and other materials; and cutting consumables comprising electrodes, nozzles, shields, and tips. The company's equipment ranges from portable welding machines to large customized automated cutting and welding systems. It also offers a range of software and digital solutions to help its customers increase their productivity, remotely monitor their welding operations, and digitize their documentation. The company sells its products under the ESAB brand to various end markets, such as general industry, infrastructure, renewable energy, medical and life sciences, transportation, construction, and energy. It offers its products through independent distributors and direct salespeople. The company operates in North America, South America, Europe, the Middle East, India, Africa, and the Asia Pacific. ESAB Corporation was founded in 1904 and is headquartered in North Bethesda, Maryland.
Contact Information
909 Rose Avenue, 8th Floor, North Bethesda, MD, 20852, United States
301-323-9099
www.esab.com
Market Cap
$5.86B
P/E (TTM)
25.9
41.7
Dividend Yield
0.4%
52W High
$137.42
52W Low
$89.41
52W Range
14%
Rank44Top 53.8%
3.7
F-Score
Modified Piotroski Analysis
Based on 6-year fundamentals
Weak • 3.7 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2020-2025

Financial Dashboard

Q4 2025 Data

Revenue

$720.99M+0.00%
4-Quarter Trend

EPS

$0.55+0.00%
4-Quarter Trend

FCF

$77.42M+0.00%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Net Sales Increased 3.7% Consolidated Net sales reached $2.843 B in 2025, reflecting 3.7% growth driven by acquisitions and favorable currency translation USD.
Adjusted EBITDA Grew 5.8% Adjusted EBITDA totaled $559.7 M for 2025, expanding margin 40 basis points over prior year results USD.
Core Sales Growth Positive Core sales, excluding Russia, grew 4.2% in 2025, despite volume decreases in developed markets due to tariffs USD.
Completed Four Acquisitions Company executed four strategic acquisitions during 2025, adding $115.9 M in incremental Net sales for the year USD.

Risk Factors

International Sales Exposure High Eighty percent of 2025 Net sales derived from international operations, subject to geopolitical and trade policy risks.
Customer Capital Spending Cyclical Demand relies heavily on customer capital investment; deterioration in industrial sectors could significantly reduce product demand.
Asbestos Liability Estimation Risk Asbestos liability estimates involve complex judgments; changes in claim frequency or settlement values could materially adjust accruals.
Geopolitical Instability Pressures Russia/Ukraine conflict and related sanctions increase economic uncertainty and impact supply chain costs and operations.

Outlook

Major Eddyfi Acquisition Planned Agreement signed to acquire Eddyfi for $1.45 B, expected completion mid-2026, funded by cash, debt, and equity.
Focus on Organic Growth Management believes well-positioned for long-term organic growth by enhancing product offerings and expanding customer base globally.
Leverage EBXai for Margins Expect AI investment and infrastructure to support margin expansion through operational efficiencies and rationalization of costs.
Capital Needs for Growth Growth strategy requires additional capital investment for acquisitions and integration; financing availability remains a key consideration.

Peer Comparison

Revenue (TTM)

RYAAY stock ticker logoRYAAY
$17.30B
+9.4%
R stock ticker logoR
$12.66B
-0.1%
TFII stock ticker logoTFII
$8.63B
+1.7%

Gross Margin (Latest Quarter)

ADT stock ticker logoADT
176.1%
-1.7pp
AL stock ticker logoAL
62.3%
-1.1pp
SSD stock ticker logoSSD
45.2%
-0.5pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
RYAAY$28.30B10.427.8%9.6%
TFII$11.56B35.511.2%42.5%
IESC$11.40B33.340.9%7.9%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
2.1%
Moderate Growth
4Q Net Income CAGR
-17.6%
Declining Profitability
Cash Flow Stability
100%
Strong Cash Flow

Deep Research

Next earnings:May 7, 2026
|
EPS:$1.32
|
Revenue:$706.74M
Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
% Chg.
Income Statement
LTM
No Data