ESAB Corporation logo

ESAB Corporation

ESAB

NYSEIndustrialsIndustrial - Machinery

Latest quote

$81.38

+$2.82 · +3.59%

Aug 21, 3:55 PM ET

ESAB company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

62

Undervalued

Momentum

25

Weakening

Sentiment

78

Bullish

Risk resilience

43

Elevated Risk

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Company profile

Company website

ESAB Corporation specializes in the creation, production, and distribution of industrial consumables and advanced equipment for cutting, joining, and automated welding processes, in addition to gas control systems. Their extensive catalog features welding consumables like electrodes, cored and solid wires, and fluxes, crafted from various specialty materials. They also supply cutting consumables such as electrodes, nozzles, shields, and tips. ESAB's fabrication technology portfolio encompasses everything from compact, portable welding machines to complex, custom-engineered automated cutting and welding solutions. Furthermore, the company provides innovative digital software and solutions aimed at enhancing customer productivity, facilitating remote oversight of welding operations, and streamlining documentation. Marketed under the ESAB brand, these offerings cater to a wide array of sectors, including general manufacturing, construction, infrastructure development, transportation, conventional and renewable energy, and even the medical and life sciences industries. Distribution occurs via a network of independent partners and a dedicated direct sales team. Founded in 2021, ESAB Corporation maintains its headquarters in Wilmington, Delaware.

Industry
Industrial - Machinery
Sector
Industrials
Headquarters
US
CEO
Shyam Kambeyanda
Listed since
Mar 29, 2022
Employees
10,300

Market position

Volume
654.87K
0.92× average
Average volume
710.32K
Average daily volume
Market cap
4.96B USD
Beta
1.15
Market reference 1

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
8.06B USD
P/E (TTM)
29.82×
P/B (TTM)
1.97×
P/S (TTM)
1.65×
EV / EBITDA
16.39×
Earnings yield
3.33%
Free cash flow yield
3.13%
Dividend yield
0.52%

Profitability & efficiency

Gross margin
35.69%
Operating margin
15.06%
Net margin
5.75%
Return on equity
10.47%
Return on assets
4.76%
Return on invested capital
9.41%

Financial health

Debt / equity
0.95×
Current ratio
1.9×

Earnings

EPS beat rate
82%
9 beats, 2 misses, 0 met estimates
Average EPS surprise
+4.98%
11 comparable reports
Latest EPS result
1.33
Estimate 1.36 · Miss by 2.21%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates1.411.311.21.1Q1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26MissQ3 '26MissQ4 '26Estimate
Q1 2025, reported Feb 20, 2025: actual 1.28, estimate 1.15, surprise +11.30%, Beat. Q2 2025, reported May 1, 2025: actual 1.25, estimate 1.18, surprise +5.93%, Beat. Q3 2025, reported Aug 6, 2025: actual 1.36, estimate 1.34, surprise +1.49%, Beat. Q4 2025, reported Oct 29, 2025: actual 1.32, estimate 1.27, surprise +3.94%, Beat. Q1 2026, reported Feb 20, 2026: actual 1.35, estimate 1.34, surprise +0.75%, Beat. Q2 2026, reported May 7, 2026: actual 1.31, estimate 1.32, surprise -0.76%, Miss. Q3 2026, reported Aug 6, 2026: actual 1.33, estimate 1.36, surprise -2.21%, Miss. Q4 2026, reported Nov 4, 2026: actual —, estimate 1.32, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates839.93M767.79M695.66M623.52MQ1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26MissQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 20, 2025: actual 670.76M USD, estimate 655.83M USD, surprise +2.28%, Beat. Q2 2025, reported May 1, 2025: actual 678.14M USD, estimate 656.99M USD, surprise +3.22%, Beat. Q3 2025, reported Aug 6, 2025: actual 715.59M USD, estimate 665.74M USD, surprise +7.49%, Beat. Q4 2025, reported Oct 29, 2025: actual 727.85M USD, estimate 707.67M USD, surprise +2.85%, Beat. Q1 2026, reported Feb 20, 2026: actual 687.6M USD, estimate 687.83M USD, surprise -0.03%, Miss. Q2 2026, reported May 7, 2026: actual 745.6M USD, estimate 706.74M USD, surprise +5.50%, Beat. Q3 2026, reported Aug 6, 2026: actual 807.63M USD, estimate 755.64M USD, surprise +6.88%, Beat. Q4 2026, reported Nov 4, 2026: actual —, estimate 788.84M USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$139.5

71.38% upside
Past 12 months12-month forecastHigh $151Average $139.5Low $130

Recent analyst actions

10 institutions
DA DavidsonmaintainBuy

ESAB news

ESAB peers

ETFs holding ESAB

Funds reporting this stock among their holdings, ordered by reported position size.

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