Price
$91.86+5.22%Social Signal Score
Analyst Ratings
10 analystsRevenue
$807.63M+42.16%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Shyam Kambeyanda
- Sector
- Industrials
- Industry
- Industrial - Machinery
- Employees
- 10,300
- Beta
- 1.13
- Country
- US
- Piotroski score
- 6 / 9 (Middling)
- Altman Z-score
- 1.56
Financials
Revenue
$807.63M+42.2%Net Income
$32.35M-43.9%EBITDA
$75.97M-19.0%Free Cash Flow
$15.68M-73.0%EPS (diluted)
$0.50-47.9%Shares Outstanding (diluted)
61.63M+2.7%Operating Expenses
$210.17MCash & Debt
$217.49MReturn of Capital
$6.11MRevenue by Segment (annual)
$2.84BDividend per Share
$0.12Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $2.84B | $226.77M | $3.72 |
| 2024 | $2.74B | $264.84M | $4.36 |
| 2023 | $2.77B | $205.28M | $3.38 |
| 2022 | $2.59B | $223.75M | $3.73 |
| 2021 | $2.43B | $235.11M | $3.92 |
| 2020 | $1.95B | $157.41M | $2.62 |
| 2019 | $2.25B | $172.91M | $2.88 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from ESAB's reported EPS growth of 4.4% a year over 6 years.
- EPS in 5 years
- $4.61
- Implied price
- $138.45
- Return from $69.90
- 14.6% a year
To earn 15.0% a year on these assumptions you'd need to buy at $68.83 — -1.5% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 20 | 25 | 30 | 35 | 40 |
|---|---|---|---|---|---|
| -5.6% | -4.4% | -0.0% | 3.7% | 6.9% | 9.8% |
| -0.6% | 0.7% | 5.2% | 9.2% | 12.6% | 15.6% |
| 4.4% | 5.7% | 10.5% | 14.6% | 18.2% | 21.4% |
| 9.4% | 10.8% | 15.8% | 20.1% | 23.9% | 27.3% |
| 14.4% | 15.8% | 21.1% | 25.6% | 29.6% | 33.1% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
120+20.00%Social Signal Score
Mentions (5)
- Newsbusinesswire.com·14d ago·Positive
South Carolina Court Finds ESAB and Altrad Entities Are Responsible in Landmark Cape Asbestos Litigation COLUMBIA, S.C.--(BUSINESS WIRE)--A South Carolina trial court has found that ESAB Corp. (NYSE: ESAB) and the France-based Altrad Group are responsible for Cape Asbestos Co. Ltd.'s. historical asbestos operations, making the two companies liable for legal judgments.The ruling, announced Sept. 14 by former South Carolina Chief Justice Jean H. Toal, confirms that ESAB and Altrad are responsible …
View source ↗ - Newsbusinesswire.com·25d ago·Neutral
ESAB Corporation Board Declares Dividend NORTH BETHESDA, Md.--(BUSINESS WIRE)---- $ESAB #Dividend--ESAB Corporation Board Declares Dividend.
View source ↗ - Newsgurufocus.com·38d ago·Positive
Is ESAB Corp (ESAB) a Bargain After 3.2% Drop? GF Value Says Undervalued On August 28, 2026, ESAB Corp (ESAB) shares fell 3.2%, bringing the current price to $76.43. This decline is part of a broader trend, with the stock down 34.3%
View source ↗ - Newsgurufocus.com·45d ago·Positive
Is It Too Late to Buy ESAB Corp (ESAB) After 3.6% Rally? GF Value Says Undervalued On August 21, 2026, ESAB Corp (ESAB) shares rose 3.6% to $81.40, showing some recovery amidst a challenging year where the stock has declined by 27% year-to-dat
View source ↗ - Newsmarketbeat.com·59d ago·Neutral
ESAB Q2 Earnings Call Highlights ESAB NYSE: ESAB reported record total core sales and adjusted EBITDA for the second quarter of 2026, supported by organic growth in both operating segments, double-digit growth in automation and equipment, and contributions from acquisitions.
View source ↗
Earnings
Wed, Nov 4(in 4 weeks)
Consensus estimate $1.34 per share
Typical surprise +1.5% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Aug 6$1.33 vs $1.36miss
- Thu, May 7$1.31 vs $1.32miss
- Fri, Feb 20$1.35 vs $1.34beat
- Wed, Oct 29$1.32 vs $1.27beat
- Wed, Aug 6$1.36 vs $1.34beat
- Thu, May 1$1.25 vs $1.18beat
Estimates and results for ESAB via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by ESAB officers and directors.
- Bought
- —
- Sold
- $95k
0 trades
1 trade
- Jordan Rhonda Lsold
99 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Thomas Keanhouse · NJ07 · disclosed Aug 19, 2026 (43d later)Buy$1,001 - $15,000
- Thomas Keanhouse · NJ07 · disclosed Jul 16, 2026 (24d later)Buy$1,001 - $15,000
- Thomas Keanhouse · NJ07 · disclosed Jul 16, 2026 (22d later)Buy$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.