ESAB Gestion
Gestion contrôle des critères 2/4
Le PDG ESAB est Shyam Kambeyanda, nommé en May2016, a un mandat de 10.33 ans. La rémunération annuelle totale est $ 9.70M, composée du salaire de 11.1% et des bonus 88.9%, y compris les actions et options de la société. détient directement 0.2% des actions de la société, d'une valeur de $ 8.83M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4.4 ans et 4.4 ans.
Informations clés
Shyam Kambeyanda
Directeur général
US$9.7m
Rémunération totale
| Pourcentage du salaire du PDG | 11.08% |
| Durée du mandat du directeur général | 10.3yrs |
| Propriété du PDG | 0.2% |
| Durée moyenne d'occupation des postes de direction | 4.4yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 4.4yrs |
Mises à jour récentes de la gestion
Recent updates
Seeking Alpha • Aug 18
ESAB: Some Cracks In The Welding Play
Summary ESAB's shares have declined from $140 to $85, compressing earnings multiples to 15-16x amid leverage concerns following the $1.45B Eddyfi acquisition. While the Eddyfi deal brings high-margin growth, it is initially dilutive and increases leverage, with pro forma net debt at $2.18B and leverage around 3.3x EBITDA. Full-year adjusted EPS guidance has been cut to $5.40-$5.50, below initial expectations, as organic growth and margins face pressure despite raised EBITDA guidance. Valuation is becoming more attractive; if shares approach $80, a 7% earnings yield could justify gradually initiating a position. Read the full article on Seeking Alpha
Mise à jour du récit • Aug 12
ESAB: Eddyfi Acquisition And Industrial Cycle Upside Will Support Higher Earnings Quality
Analysts have adjusted their blended price target and implied fair value for ESAB slightly lower to $131.18 from $135.40. This change reflects updated assumptions for discount rate, revenue growth, profit margins, and future P/E after incorporating recent research around the Eddyfi acquisition and industrial demand outlook.Mise à jour du récit • Jun 26
ESAB: Eddyfi Acquisition And Industrial Cycle Upside Will Support Higher P/E
ESAB's analyst price target has been updated from about $145.78 to $135.40 as analysts weigh slightly lower margin and P/E assumptions against a more constructive view on revenue growth and potential benefits from recent M&A and industrial cycle exposure. Analyst Commentary Recent commentary on ESAB highlights a mix of optimism around margin quality and acquisition benefits, alongside a more cautious stance on valuation and near term earnings risk tied to M&A and the industrial cycle.Article d’analyse • May 14
ESAB's (NYSE:ESAB) Soft Earnings Don't Show The Whole Picture
The most recent earnings report from ESAB Corporation ( NYSE:ESAB ) was disappointing for shareholders. While the...Mise à jour du récit • Apr 07
ESAB: Q4 Execution And 2026 Plan Will Support Higher P/E
ESAB's revised fair value has edged down by about $2 to $145.78 as analysts fine tune their models around updated Q4 results, 2026 outlooks, and a mix of recent price target increases and trims across the Street. Analyst Commentary Recent Street updates present a mixed picture for ESAB, with several firms revising price targets around the latest Q4 results and updated 2026 outlook.Mise à jour du récit • Mar 23
ESAB: Q4 Execution And 2026 Outlook Will Support Higher P/E Multiple
The analyst price target for ESAB has been raised by about $1 to $148.0, as analysts incorporate recent Q4 updates that include refreshed models, modestly higher assumed future P/E multiples, and slightly adjusted margin expectations. Analyst Commentary Recent research updates around the Q4 results show a mix of higher and lower price targets, with analysts revisiting their models, valuation assumptions, and margin profiles.Mise à jour du récit • Mar 09
ESAB: Q4 Execution And 2026 Outlook Should Support Higher Earnings Multiple
The analyst price target for ESAB has been raised to $147.20 from $145.80, reflecting updated models after recent Q4 results and refreshed multi year outlooks from several firms. Analyst Commentary Recent Street research on ESAB shows a mix of optimism and caution, with several firms updating their models after the Q4 report and refreshed multi year outlooks.Mise à jour du récit • Feb 23
ESAB: Future Earnings Power Should Support Higher Multiple Despite Mixed Street Revisions
Analysts have increased their blended fair value estimate for ESAB from $143.00 to $145.80. This reflects recent adjustments to price targets and assumptions around growth, margins, and future P/E across several firms.Mise à jour du récit • Feb 06
ESAB: Shares Should Reprice Higher As Earnings Power Supports Modest Multiple Expansion
Analysts have nudged their price target for ESAB up by about $1, reflecting a blend of recent target hikes and trims across firms and updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent research on ESAB reflects a mix of optimism and caution, with several firms adjusting their price targets in both directions within a short window.Mise à jour du récit • Jan 20
ESAB: Shares Will Rise As Margin Upside Supports Raised Earnings Guidance
Analysts have trimmed their price targets on ESAB by about $2, reflecting slightly lower assumptions for revenue growth and future P/E, partly offset by modestly higher profit margin expectations. Analyst Commentary Bullish Takeaways Bullish analysts view the modestly higher margin assumptions as a sign that ESAB may have more room to improve profitability than previously modeled, which supports a higher earnings base against the trimmed price target.Article d’analyse • Jan 09
ESAB Corporation's (NYSE:ESAB) Popularity With Investors Is Clear
With a price-to-earnings (or "P/E") ratio of 26.4x ESAB Corporation ( NYSE:ESAB ) may be sending bearish signals at the...Mise à jour du récit • Jan 06
ESAB: Shares Will Rise As Raised Guidance Supports Stronger Future Outlook
Analysts have inched their price target on ESAB higher to about US$141.73 from roughly US$141.55, reflecting small model tweaks to the discount rate, revenue growth, profit margin and expected future P/E assumptions. What's in the News ESAB raised its earnings guidance for 2025, with updated expectations that include total core sales growth of 4.5% to 5.5% and core organic sales growth of 1.0% (company guidance).Mise à jour du récit • Dec 15
ESAB: Shares Will Rise As Earnings Guidance Improves For Coming Year
Analysts have nudged their price target for ESAB modestly higher to approximately $141.55 per share, reflecting slightly lower perceived risk and steady expectations for long term revenue growth, profit margins, and valuation multiples. What's in the News ESAB raised its 2025 earnings guidance, lifting expectations for total core sales growth to a range of 4.5% to 5.5%, and nudging its core organic sales growth outlook to 0.0% to 2.0% after previously guiding 1.5% to 3.5% total core sales growth and 1.0% core organic growth (Key Developments).Mise à jour du récit • Dec 01
ESAB: Shares Will Climb On Accelerating Growth In Emerging Markets
Analysts have lowered their price target for ESAB slightly from $141.91 to $141.55. They cite short-term market pressure on shares while highlighting the company's advantageous exposure to rapidly growing emerging markets and a favorable competitive position.Mise à jour du récit • Nov 17
ESAB: Shares Will Recover As Emerging Market Strength Drives Turnaround
Analysts have raised their fair value estimate for ESAB to $141.91 from $141.45 per share, citing improving growth prospects in emerging markets and what they perceive as an overreaction to recent earnings concerns. Analyst Commentary Recent research commentary on ESAB reflects a broadly optimistic outlook among market watchers, with updated ratings and price targets highlighting the company’s exposure to fast-growing markets and its resilience in the face of recent share price volatility.Mise à jour du récit • Nov 01
ESAB: Momentum In India And Middle East Will Drive Share Price Recovery
ESAB's analyst price target has increased modestly from $139.40 to $141.45. Analysts cite stronger expected revenue growth, resilient profit margins, and improving international market momentum as supporting factors for the upward revision.Mise à jour du récit • Oct 18
Asia-Pacific And Middle East Markets Will Drive Automation Demand
Analysts have modestly raised ESAB's fair value estimate from $138.10 to $139.40. They cite ongoing market share gains in emerging markets and expectations for margin improvement, despite near-term revenue pressures.Mise à jour du récit • Oct 04
Asia-Pacific And Middle East Markets Will Drive Automation Demand
ESAB’s analyst price target has been revised upward from $135.30 to $138.10 per share, as analysts highlight the company’s strong positioning in faster-growing emerging markets and anticipate sales growth and margin improvements, despite recent share volatility. Analyst Commentary Recent Street research offers a nuanced view of ESAB, with bullish analysts noting the company’s resilient positioning and potential for upside, while some remain mindful of valuation risks and execution headwinds.Article d’analyse • Sep 23
ESAB (NYSE:ESAB) Ticks All The Boxes When It Comes To Earnings Growth
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Article d’analyse • Sep 08
A Look At The Fair Value Of ESAB Corporation (NYSE:ESAB)
Key Insights ESAB's estimated fair value is US$139 based on 2 Stage Free Cash Flow to Equity ESAB's US$118 share price...Article d’analyse • Jul 24
There's Reason For Concern Over ESAB Corporation's (NYSE:ESAB) Price
ESAB Corporation's ( NYSE:ESAB ) price-to-earnings (or "P/E") ratio of 27.2x might make it look like a sell right now...Article d’analyse • Jul 09
ESAB (NYSE:ESAB) Shareholders Will Want The ROCE Trajectory To Continue
To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...Article d’analyse • Jun 24
We Think ESAB (NYSE:ESAB) Can Stay On Top Of Its Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Article d’analyse • May 24
Here's Why ESAB (NYSE:ESAB) Has Caught The Eye Of Investors
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Article d’analyse • May 09
Is There Now An Opportunity In ESAB Corporation (NYSE:ESAB)?
While ESAB Corporation ( NYSE:ESAB ) might not have the largest market cap around , it received a lot of attention from...Seeking Alpha • Apr 28
ESAB Corporation: Exercising Caution With Earnings On The Horizon
Summary I downgraded ESAB Corporation to a ‘hold’ after its 60.5% rise, as further market-beating potential seemed limited, but shares continued to outperform. ESAB's mixed financial performance, with revenue declines due to foreign currency fluctuations but improved profitability, warrants a cautious approach. Management's optimistic 2025 outlook includes potential core organic revenue growth and improved earnings, but shares remain pricey compared to peers. Uncertainty in the broader economic environment and tariff impacts on material costs make ESAB's current pricing unattractive, justifying a ‘hold’ rating. Read the full article on Seeking AlphaArticle d’analyse • Apr 08
ESAB Corporation's (NYSE:ESAB) Business Is Trailing The Market But Its Shares Aren't
ESAB Corporation's ( NYSE:ESAB ) price-to-earnings (or "P/E") ratio of 22.4x might make it look like a sell right now...Article d’analyse • Mar 24
Here's Why ESAB (NYSE:ESAB) Can Manage Its Debt Responsibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Article d’analyse • Mar 09
Estimating The Intrinsic Value Of ESAB Corporation (NYSE:ESAB)
Key Insights Using the 2 Stage Free Cash Flow to Equity, ESAB fair value estimate is US$127 ESAB's US$122 share price...Article d’analyse • Feb 18
ESAB (NYSE:ESAB) Might Have The Makings Of A Multi-Bagger
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jul 03 2026 | n/a | n/a | US$198m |
| Apr 03 2026 | n/a | n/a | US$232m |
| Dec 31 2025 | US$10m | US$1m | US$251m |
| Oct 03 2025 | n/a | n/a | US$274m |
| Jul 04 2025 | n/a | n/a | US$280m |
| Apr 04 2025 | n/a | n/a | US$295m |
| Dec 31 2024 | US$8m | US$1m | US$286m |
| Sep 27 2024 | n/a | n/a | US$272m |
| Jun 28 2024 | n/a | n/a | US$261m |
| Mar 29 2024 | n/a | n/a | US$244m |
| Dec 31 2023 | US$8m | US$1m | US$216m |
| Sep 29 2023 | n/a | n/a | US$217m |
| Jun 30 2023 | n/a | n/a | US$211m |
| Mar 31 2023 | n/a | n/a | US$200m |
| Dec 31 2022 | US$9m | US$925k | US$225m |
| Sep 30 2022 | n/a | n/a | US$206m |
| Jul 01 2022 | n/a | n/a | US$214m |
| Apr 01 2022 | n/a | n/a | US$235m |
| Dec 31 2021 | US$4m | US$681k | US$235m |
| Dec 31 2020 | US$3m | US$576k | US$157m |
| Dec 31 2019 | US$3m | US$545k | US$173m |
Rémunération vs marché: La rémunération totale de Shyam ($USD 9.70M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 6.99M ).
Rémunération et revenus: La rémunération de Shyam a augmenté de plus de 20 % tandis que les bénéfices de l'entreprise ont chuté de plus de 20 % au cours de l'année écoulée.
PDG
Shyam Kambeyanda (55 yo)
10.3yrs
Titularisation
US$9,695,542
Compensation
Mr. Shyam P. Kambeyanda serves as Independent Director of Veralto Corporation since September 30, 2023. He has been the Chief Executive Officer and President at ESAB Corporation since May 2016 and also has...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Executive Chairman of the Board | 4.4yrs | US$370.00k | 5.97% $ 262.4m | |
| President | 10.3yrs | US$9.70m | 0.20% $ 8.8m | |
| Senior VP | 4.4yrs | US$2.26m | 0.032% $ 1.4m | |
| Senior VP & Chief Human Resources Officer | 4.4yrs | US$1.74m | 0.024% $ 1.1m | |
| Executive VP & CFO | less than a year | pas de données | pas de données | |
| VP, Chief Accounting Officer & Corporate Controller | less than a year | pas de données | 0.00080% $ 35.2k | |
| Vice President of Investor Relations | no data | pas de données | pas de données | |
| Vice President of Corporate Communications | 5.8yrs | pas de données | pas de données | |
| President of Gas Control Business | no data | pas de données | pas de données | |
| Executive Vice President of Business Operations | no data | pas de données | pas de données | |
| Corporate Secretary | no data | pas de données | pas de données |
4.4yrs
Durée moyenne de l'emploi
52yo
Âge moyen
Gestion expérimentée: L'équipe de direction de ESAB est considérée comme expérimentée (ancienneté moyenne 4.4 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Executive Chairman of the Board | 4.4yrs | US$370.00k | 5.97% $ 262.4m | |
| President | 4.4yrs | US$9.70m | 0.20% $ 8.8m | |
| Independent Director | 4.4yrs | US$259.59k | 0% $ 0 | |
| Independent Director | 4.4yrs | US$260.00k | 0.015% $ 663.2k | |
| Independent Director | 4.4yrs | US$245.00k | 0.0054% $ 238.2k | |
| Independent Director | 4.4yrs | US$260.00k | 0.013% $ 588.9k | |
| Independent Director | 4.4yrs | US$245.00k | 0.0016% $ 68.6k | |
| Independent Director | 4.4yrs | US$245.00k | 0.0011% $ 48.3k | |
| Independent Director | less than a year | pas de données | 0% $ 0 |
4.4yrs
Durée moyenne de l'emploi
68yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de ESAB sont considérés comme expérimentés (ancienneté moyenne 4.4 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/14 12:36 |
| Cours de l'action en fin de journée | 2026/09/11 00:00 |
| Les revenus | 2026/07/03 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
ESAB Corporation est couverte par 12 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Mircea Dobre | Baird |
| Sherif El-Sabbahy | BofA Global Research |
| Christopher Dankert | D.A. Davidson & Co. |