ESAB（O03）株式概要ESAB株式会社は、切断、接合、自動溶接、ガス制御機器に使用される消耗品や機器の処方、開発、製造、供給を行っています。 詳細O03 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長3/6過去の実績2/6財務の健全性2/6配当金0/6報酬当社が推定した公正価値より31.1%で取引されている 収益は年間22.79%増加すると予測されています アナリストらは、株価が48.1%上昇するだろうとほぼ一致している。 リスク分析負債は営業キャッシュフローで十分にカバーされていない すべてのリスクチェックを見るO03 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€77.5021.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture03b2016201920222025202620282031Revenue US$3.5bEarnings US$276.6mAdvancedSet Fair ValueView all narrativesESAB Corporation 競合他社KronesSymbol: XTRA:KRNMarket cap: €3.7bDMG MORISymbol: XTRA:GILMarket cap: €3.7bRATIONALSymbol: XTRA:RAAMarket cap: €7.4bGEA GroupSymbol: XTRA:G1AMarket cap: €8.8b価格と性能株価の高値、安値、推移の概要ESAB過去の株価現在の株価US$77.5052週高値US$116.0052週安値US$71.50ベータ1.21ヶ月の変化-9.88%3ヶ月変化-26.89%1年変化-27.57%3年間の変化43.52%5年間の変化n/aIPOからの変化-96.24%最新ニュースBoard Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. Independent Director Sebastien Martin was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 11ESAB Corporation Increases Quarterly Cash Dividend, Payable on July 17, 2026ESAB Corporation announced that its Board of Directors has declared an increased quarterly cash dividend of $0.12 per share of the Company’s common stock. The dividend is payable on July 17, 2026 to shareholders of record as of July 3, 2026.お知らせ • Apr 10ESAB Corporation to Report Q1, 2026 Results on May 07, 2026ESAB Corporation announced that they will report Q1, 2026 results on May 07, 2026お知らせ • Apr 02+ 1 more updateESAB Corporation Announces Chief Financial Officer ChangesESAB Corporation announced R. Brent Jones has been appointed Chief Financial Officer, effective early May 2026. Mr. Jones succeeds Kevin Johnson, who is leaving ESAB to pursue a CFO opportunity at a privately held company. Kevin will support ESAB in facilitating a smooth transition. Mr. Jones, age 56, has served as Executive Vice President and Chief Financial Officer of Avantor Inc., a life sciences solutions provider, since August 2023. Previously, Mr. Jones was Executive Vice President, Chief Financial Officer and Chief Operating Officer at LifeScan Global Corporation, a medical devices company, from March 2023 to July 2023 and Chief Financial Officer at LifeScan from February 2020 to March 2023. Earlier in his career, Mr. Jones served as Chief Financial Officer at Klöckner Pentaplast Group, a global packaging products manufacturer, from April 2016 to August 2018. He also held the role of interim Chief Financial Officer at Pall Corporation, where he led the company's $13.8 billion sale to Danaher in 2015. Mr. Jones began his career in investment banking with firms including Merrill Lynch and Bank of America, and practiced corporate law at Cravath, Swaine & Moore. He holds an A.B. in Biochemistry and Asian Studies from Dartmouth College and a J.D. from Yale Law School. On March 30, 2026, Kevin Johnson, Executive Vice President and Chief Financial Officer of the Company, submitted his resignation to pursue a CFO opportunity at a privately held company. Mr. Johnson will support ESAB in facilitating a smooth transition. Mr. Johnson’s decision to resign was due to personal reasons and was not a result of any disagreement with the Company on any matter relating to the Company’s financial statements, internal control over financial reporting, operations, policies or practices. Mr. Johnson’s last day of employment with the Company is expected to be on or about March 31, 2026. Shyam Kambeyanda, the Company’s President and Chief Executive Officer, will act as interim principal financial officer until Mr. Jones joins the Company.お知らせ • Mar 30ESAB Corporation, Annual General Meeting, May 08, 2026ESAB Corporation, Annual General Meeting, May 08, 2026.お知らせ • Feb 27ESAB Corporation Declares Quarterly Cash Dividend, Payable on April 17, 2026ESAB Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.10 per share of the company’s common stock. The dividend is payable on April 17, 2026 to shareholders of record as of April 2, 2026.最新情報をもっと見るRecent updatesBoard Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. Independent Director Sebastien Martin was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 11ESAB Corporation Increases Quarterly Cash Dividend, Payable on July 17, 2026ESAB Corporation announced that its Board of Directors has declared an increased quarterly cash dividend of $0.12 per share of the Company’s common stock. The dividend is payable on July 17, 2026 to shareholders of record as of July 3, 2026.お知らせ • Apr 10ESAB Corporation to Report Q1, 2026 Results on May 07, 2026ESAB Corporation announced that they will report Q1, 2026 results on May 07, 2026お知らせ • Apr 02+ 1 more updateESAB Corporation Announces Chief Financial Officer ChangesESAB Corporation announced R. Brent Jones has been appointed Chief Financial Officer, effective early May 2026. Mr. Jones succeeds Kevin Johnson, who is leaving ESAB to pursue a CFO opportunity at a privately held company. Kevin will support ESAB in facilitating a smooth transition. Mr. Jones, age 56, has served as Executive Vice President and Chief Financial Officer of Avantor Inc., a life sciences solutions provider, since August 2023. Previously, Mr. Jones was Executive Vice President, Chief Financial Officer and Chief Operating Officer at LifeScan Global Corporation, a medical devices company, from March 2023 to July 2023 and Chief Financial Officer at LifeScan from February 2020 to March 2023. Earlier in his career, Mr. Jones served as Chief Financial Officer at Klöckner Pentaplast Group, a global packaging products manufacturer, from April 2016 to August 2018. He also held the role of interim Chief Financial Officer at Pall Corporation, where he led the company's $13.8 billion sale to Danaher in 2015. Mr. Jones began his career in investment banking with firms including Merrill Lynch and Bank of America, and practiced corporate law at Cravath, Swaine & Moore. He holds an A.B. in Biochemistry and Asian Studies from Dartmouth College and a J.D. from Yale Law School. On March 30, 2026, Kevin Johnson, Executive Vice President and Chief Financial Officer of the Company, submitted his resignation to pursue a CFO opportunity at a privately held company. Mr. Johnson will support ESAB in facilitating a smooth transition. Mr. Johnson’s decision to resign was due to personal reasons and was not a result of any disagreement with the Company on any matter relating to the Company’s financial statements, internal control over financial reporting, operations, policies or practices. Mr. Johnson’s last day of employment with the Company is expected to be on or about March 31, 2026. Shyam Kambeyanda, the Company’s President and Chief Executive Officer, will act as interim principal financial officer until Mr. Jones joins the Company.お知らせ • Mar 30ESAB Corporation, Annual General Meeting, May 08, 2026ESAB Corporation, Annual General Meeting, May 08, 2026.お知らせ • Feb 27ESAB Corporation Declares Quarterly Cash Dividend, Payable on April 17, 2026ESAB Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.10 per share of the company’s common stock. The dividend is payable on April 17, 2026 to shareholders of record as of April 2, 2026.お知らせ • Feb 02ESAB Corporation (NYSE:ESAB) agreed to acquire Eddyfi Technologies from Novacap Management Inc., CDP Investissements Inc., INVESTISSEMENTS FLORIAN HARDY INC., PLACEMENTS MSR INC, 3ALPHA CAPITAL INC. and others for $1.4 billion.ESAB Corporation (NYSE:ESAB) agreed to acquire Eddyfi Technologies from Novacap Management Inc., CDP Investissements Inc., INVESTISSEMENTS FLORIAN HARDY INC., PLACEMENTS MSR INC, 3ALPHA CAPITAL INC and others for $1.4 billion on January 31, 2026. A cash consideration of $1.45 billion will be paid by ESAB Corporation. As part of consideration, $1.45 billion is paid towards common equity of Eddyfi Technologies. The acquisition is expected to be funded with a combination of cash on hand, debt and $318 million of fully committed equity, The Company has obtained a commitment for a $1.0 billion 364-day senior unsecured bridge term loan credit facility from JPMorgan Chase Bank, N.A., which will be available to fund the cash consideration for the Acquisition and related fees and expenses. In case of termination of transaction, ESAB Corporation will pay a termination fee of $50.75 million. As part of the transaction, ESAB has made firm commitments to maintain Eddyfi’s workforce and head office in Quebec City. The transaction is subject to approval by regulatory board / committee and subject to antitrust regulations. The transaction is expected to close in mid-2026. Bennett Jones LLP acted as legal advisor for ESAB Corporation. Fasken Martineau DuMoulin LLP acted as legal advisor for CDP Investissements Inc. Blake, Cassels & Graydon LLP acted as legal advisor for Novacap Management Inc. McCarthy Tétrault LLP acted as legal advisor for Eddyfi Technologies. Ryan Bloom, Pim Kraaijeveld, Peter Magnone, Aqeel Shaukat, Arwen Ma of EC M&A acted as financial advisors for Eddyfi Technologies.お知らせ • Dec 05+ 1 more updateESAB Corporation Declares a Quarterly Cash Dividend, Payable on January 16, 2026ESAB Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.10 per share of the Company’s common stock. The dividend is payable on January 16, 2026 to shareholders of record as of December 31, 2025.お知らせ • Oct 29ESAB Corporation Raises Earnings Guidance for the Year 2025ESAB Corporation raised earnings guidance for the year 2025. For the year, the company raises its outlook for total core sales growth of 4.5% to 5.5%, core organic sales growth of 1.0% from its prior outlook of total core sales growth of 1.5% to 3.5%, core organic sales growth of 0.0% to 2.0%.お知らせ • Oct 09ESAB Corporation to Report Q3, 2025 Results on Oct 29, 2025ESAB Corporation announced that they will report Q3, 2025 results on Oct 29, 2025お知らせ • Sep 12ESAB Corporation Board Declares Quarterly Dividend, Payable on October 17, 2025ESAB Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.10 per share of the Company’s common stock. The dividend is payable on October 17, 2025 to shareholders of record as of October 3, 2025.お知らせ • Aug 06ESAB Corporation Raises Earnings Guidance for the Year 2025ESAB Corporation raised earnings guidance for the year 2025. For the year, company now expected total core sales growth of 1.5% to 3.5%, core organic sales growth of 0.0% to 2.0%, M&A of ~2.5% and FX of ~(1.0)% from its prior outlook of total core sales growth of (1.0)% to 1.5%, core organic sales growth of 0.0% to 2.0%, M&A of 2.0%-2.5% and FX of ~(3.0)%.お知らせ • Jul 10ESAB Corporation to Report Q2, 2025 Results on Aug 06, 2025ESAB Corporation announced that they will report Q2, 2025 results on Aug 06, 2025お知らせ • Jun 26ESAB Corporation (NYSE:ESAB) agreed to acquire Ewm-Gmbh Elektrowerkstätten for approximately €280 millionESAB Corporation (NYSE:ESAB) agreed to acquire Ewm-Gmbh Elektrowerkstätten for approximately €280 million on June 26, 2025. A cash consideration of €275 million will be paid by ESAB Corporation. As part of consideration, €275 million is paid towards common equity of Ewm-Gmbh Elektrowerkstätten. The acquisition will be funded through cash on hand. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is in the second half of 2025.お知らせ • May 09ESAB Corporation Declares Quarterly Cash Dividend, Payable on July 18, 2025ESAB Corporation announced that its Board of Directors has declared an increased quarterly cash dividend of $0.10 per share of the Company’s common stock. The dividend is payable on July 18, 2025 to shareholders of record as of July 3, 2025.お知らせ • May 01ESAB Corporation Raises Earnings Guidance for the Full Year 2025ESAB Corporation raised earnings guidance for the full year 2025. For the period, the company raises its full year 2025 outlook for total core sales growth of (1.0)% to 1.5%, core organic sales growth of 0.0% to 2.0%, M&A of 2.0% to 2.5% and FX of ~(3.0)% from its prior outlook of total core sales growth of (2.0)% to 0.0%, core organic sales growth of 0.0% to 2.0%, M&A of ~1.5% and FX of ~(3.5)%.お知らせ • Apr 10ESAB Corporation to Report Q1, 2025 Results on May 01, 2025ESAB Corporation announced that they will report Q1, 2025 results on May 01, 2025お知らせ • Mar 31ESAB Corporation, Annual General Meeting, May 08, 2025ESAB Corporation, Annual General Meeting, May 08, 2025.お知らせ • Feb 28ESAB Corporation Declares Quarterly Cash Dividend, Payable on April 17, 2025ESAB Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.08 per share of the Company’s common stock. The dividend is payable on April 17, 2025, to shareholders of record as of April 4, 2025.お知らせ • Feb 21+ 1 more updateESAB Corporation Provides Earnings Guidance for the Year 2025ESAB Corporation provided earnings guidance for the year 2025. For the year, the company expects total core sales growth of (2.0)% to 0.0%.お知らせ • Jan 23ESAB Corporation to Report Q4, 2024 Results on Feb 20, 2025ESAB Corporation announced that they will report Q4, 2024 results on Feb 20, 2025お知らせ • Dec 18ESAB Corporation Declares Quarterly Cash Dividend, Payable on January 17, 2025ESAB Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.08 per share of the Company’s common stock. The dividend is payable on January 17, 2025 to shareholders of record as of December 31, 2024.お知らせ • Nov 14159 Plaintiffs Sue Cape, Anglo American, De Beer Group PLC, and ESAB CorpMore than 150 plaintiffs have filed suit against Cape, PLC, its subsidiaries and global affiliates including Anglo American, De Beer Group PLC, and ESAB Corp., which imported and distributed carcinogenic asbestos in the United States for decades. The mass action lawsuit alleges that Cape and its subsidiaries are liable for diseases caused by asbestos exposure suffered by residents of the state and beyond. It includes plaintiffs suffering from asbestos-related illnesses, including mesothelioma and lung cancer, as well as the families of those who have died from exposure to the deadly carcinogen. According to the lawsuit, Cape led efforts in the U.S. to hide from consumers and its own employees the risks that it knew existed from the South African asbestos it processed. When asbestos-related lawsuits began surfacing in the 1970s, Cape took measures to shield itself from legal action by creating new entities and then fleeing the U.S. The lawsuit details how Cape set up an elaborate structure of affiliated companies in South Africa, the United Kingdom and the United States to avoid financial responsibility for the harm it knew it was causing. Since those companies and their insurers have failed to respond to lawsuits brought on behalf of those injured or killed by asbestos-related diseases, a South Carolina court has appointed a receiver to respond on their behalf. The case is Augustus A. Adams et al. v Cape PLC et al., No. 2024-CP-40-06639 in the Court of Common Pleas, County of Richland for the Fifth Judicial Circuit.Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: US$1.14 (vs US$0.98 in 3Q 2023)Third quarter 2024 results: EPS: US$1.14 (up from US$0.98 in 3Q 2023). Revenue: US$673.3m (down 1.1% from 3Q 2023). Net income: US$69.5m (up 18% from 3Q 2023). Profit margin: 10% (up from 8.6% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery industry in Germany.お知らせ • Oct 29ESAB Corporation Updates Earnings Guidance for the Full Year 2024ESAB Corporation updated earnings guidance for the full year 2024. For the period, Company expects total core sales growth of (1.5)% to (0.5)%, core organic sales growth of 0.0% to 1.0% from prior guidance of total core sales growth of (2.5)% to (0.5)%, core organic sales growth of (1.0)% to 1.0%.お知らせ • Oct 07ESAB Corporation to Report Q3, 2024 Results on Oct 29, 2024ESAB Corporation announced that they will report Q3, 2024 results on Oct 29, 2024Declared Dividend • Sep 16Second quarter dividend of US$0.08 announcedShareholders will receive a dividend of US$0.08. Ex-date: 27th September 2024 Payment date: 11th October 2024 Dividend yield will be 0.3%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 6%.Reported Earnings • Aug 04Second quarter 2024 earnings released: EPS: US$1.39 (vs US$1.11 in 2Q 2023)Second quarter 2024 results: EPS: US$1.39 (up from US$1.11 in 2Q 2023). Revenue: US$707.1m (down 1.9% from 2Q 2023). Net income: US$83.7m (up 26% from 2Q 2023). Profit margin: 12% (up from 9.3% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Machinery industry in Germany.お知らせ • Jul 10ESAB Corporation to Report Q2, 2024 Results on Aug 02, 2024ESAB Corporation announced that they will report Q2, 2024 results on Aug 02, 2024お知らせ • Jun 01ESAB Corporation entered into an agreement to acquire Linde Industries Private Limited from Linde Bangladesh Limited (DSE:LINDEBD).ESAB Corporation entered into an agreement to acquire Linde Industries Private Limited from Linde Bangladesh Limited (DSE:LINDEBD) on May 30, 2024. The acquisition is expected to close later this year subject to shareholder approvals and closing conditions. LIPL generated approximately $20 million in sales in 2023.Declared Dividend • May 13First quarter dividend of US$0.06 announcedShareholders will receive a dividend of US$0.06. Ex-date: 28th June 2024 Payment date: 12th July 2024 Dividend yield will be 0.2%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 5%.お知らせ • May 11ESAB Corporation Declares Quarterly Dividend, Payable on July 12, 2024ESAB Corporation announced that its Board of Directors has declared an increased quarterly cash dividend of $0.08 per share of the Company’s common stock. The dividend represents a 33% increase in the Company’s quarterly cash dividend, from $0.06 per share to $0.08 per share, or to $0.32 per share on an annualized basis. The dividend is payable on July 12, 2024 to stockholders of record as of June 28, 2024.Buy Or Sell Opportunity • May 09Now 21% undervaluedOver the last 90 days, the stock has risen 21% to €98.50. The fair value is estimated to be €124, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last year. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.Reported Earnings • May 02First quarter 2024 earnings released: EPS: US$1.01 (vs US$0.54 in 1Q 2023)First quarter 2024 results: EPS: US$1.01 (up from US$0.54 in 1Q 2023). Revenue: US$689.7m (flat on 1Q 2023). Net income: US$61.3m (up 88% from 1Q 2023). Profit margin: 8.9% (up from 4.8% in 1Q 2023). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Machinery industry in Germany.Buy Or Sell Opportunity • Apr 10Now 21% undervaluedOver the last 90 days, the stock has risen 32% to €99.50. The fair value is estimated to be €126, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 4.6%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.お知らせ • Apr 05ESAB Corporation to Report Q1, 2024 Results on May 01, 2024ESAB Corporation announced that they will report Q1, 2024 results Pre-Market on May 01, 2024お知らせ • Mar 30ESAB Corporation, Annual General Meeting, May 09, 2024ESAB Corporation, Annual General Meeting, May 09, 2024, at 15:00 US Eastern Standard Time. Agenda: To elect Mr. Patrick W. Allender and Ms. Rhonda L. Jordan to serve as Class II Directors, each for a two-year term expiring at the 2026 annual meeting of stockholders and until their successors are elected and qualified; ratify the appointment of Ernst & Young LLP as company independent registered public accounting firm for the fiscal year December 31, 2024; to approve the compensation of company named executive officers on an advisory basis (“say-on-pay”); and to consider other matters.Upcoming Dividend • Mar 20Upcoming dividend of US$0.06 per shareEligible shareholders must have bought the stock before 27 March 2024. Payment date: 02 April 2024. Payout ratio is a comfortable 6.4% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (3.2%).Recent Insider Transactions • Mar 07Director recently sold €682k worth of stockOn the 1st of March, Christopher Hix sold around 7k shares on-market at roughly €91.36 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.6m more than they bought in the last 12 months.Reported Earnings • Mar 01Full year 2023 earnings released: EPS: US$3.59 (vs US$3.75 in FY 2022)Full year 2023 results: EPS: US$3.59 (down from US$3.75 in FY 2022). Revenue: US$2.77b (up 7.0% from FY 2022). Net income: US$217.6m (down 3.4% from FY 2022). Profit margin: 7.8% (down from 8.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Machinery industry in Germany.お知らせ • Feb 29ESAB Corporation Provides Earnings Guidance for the Year 2024ESAB Corporation provided earnings guidance for the year 2024. For the year, the company expects total core sales growth of 1.5% to 3.5%.Declared Dividend • Feb 26Third quarter dividend of US$0.06 announcedShareholders will receive a dividend of US$0.06. Ex-date: 27th March 2024 Payment date: 2nd April 2024 Dividend yield will be 0.3%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 6%.お知らせ • Feb 23ESAB Corporation Board Declares Dividend, Payable on April 12, 2024ESAB Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.06 per share of the Company’s common stock. The dividend is payable on April 12, 2024 to shareholders of record as of March 29, 2024.お知らせ • Jan 24ESAB Corporation to Report Q4, 2023 Results on Feb 29, 2024ESAB Corporation announced that they will report Q4, 2023 results on Feb 29, 2024Upcoming Dividend • Dec 21Upcoming dividend of US$0.06 per share at 0.3% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 12 January 2024. Payout ratio is a comfortable 4.7% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (2.7%).Recent Insider Transactions • Dec 10Insider recently sold €374k worth of stockOn the 7th of December, Michele Campion sold around 5k shares on-market at roughly €75.74 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €824k more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €69.00, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 10x in the Machinery industry in Germany. Total returns to shareholders of 73% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €94.58 per share.お知らせ • Nov 02ESAB Corporation Revises Earnings Guidance for the Year 2023ESAB Corporation revised earnings guidance for the year 2023. The company raised its full year 2023 outlook and expects total core sales growth of 6.5% to 7.5%, core organic sales growth of 5.0% to 6.0% up from its prior guidance of total core sales growth of 6.0% to 7.5%, core organic sales growth of 4.0% to 5.5%.Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: US$0.98 (vs US$0.88 in 3Q 2022)Third quarter 2023 results: EPS: US$0.98 (up from US$0.88 in 3Q 2022). Revenue: US$681.0m (up 9.8% from 3Q 2022). Net income: US$59.3m (up 12% from 3Q 2022). Profit margin: 8.7% (up from 8.5% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Machinery industry in Germany.お知らせ • Oct 05ESAB Corporation to Report Q3, 2023 Results on Nov 01, 2023ESAB Corporation announced that they will report Q3, 2023 results on Nov 01, 2023Upcoming Dividend • Sep 21Upcoming dividend of US$0.06 per share at 0.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 13 October 2023. Payout ratio is a comfortable 6.0% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.8%).お知らせ • Sep 15ESAB Corporation Declares a Quarterly Cash Dividend, Payable on October 13, 2023ESAB Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.06 per share of the Company’s common stock. The dividend is payable on October 13, 2023 to shareholders of record as of September 29, 2023.お知らせ • Aug 03ESAB Corporation Raises Earning Guidance for the Year 2023ESAB Corporation raised earning guidance for the year 2023. For the year, the company expects total core sales growth of 6.0% to 7.5% up from prior guidance of total core sales growth of 4.0% to 6.0%.Reported Earnings • Aug 02Second quarter 2023 earnings released: EPS: US$1.11 (vs US$0.95 in 2Q 2022)Second quarter 2023 results: EPS: US$1.11 (up from US$0.95 in 2Q 2022). Revenue: US$720.4m (up 9.0% from 2Q 2022). Net income: US$66.7m (up 18% from 2Q 2022). Profit margin: 9.3% (up from 8.6% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Machinery industry in Germany.お知らせ • Jul 06ESAB Corporation to Report Q2, 2023 Results on Aug 01, 2023ESAB Corporation announced that they will report Q2, 2023 results on Aug 01, 2023Upcoming Dividend • Jun 22Upcoming dividend of US$0.06 per share at 0.3% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 14 July 2023. Payout ratio is a comfortable 6.0% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.8%).Recent Insider Transactions • Jun 15Director recently sold €450k worth of stockOn the 9th of June, Christopher Hix sold around 8k shares on-market at roughly €59.97 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.お知らせ • May 12ESAB Corporation Declares a Quarterly Cash Dividend, Payable on July 14, 2023ESAB Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.06 per share of the Company’s common stock. The dividend is payable on July 14, 2023 to shareholders of record as of June 30, 2023.Upcoming Dividend • Mar 23Upcoming dividend of US$0.05 per share at 0.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 14 April 2023. Payout ratio is a comfortable 4.0% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.9%).Reported Earnings • Mar 08Full year 2022 earnings releasedFull year 2022 results: EPS: US$3.75. Revenue: US$2.59b (up 6.8% from FY 2021). Net income: US$226.8m (down 3.5% from FY 2021). Profit margin: 8.7% (down from 9.7% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in Germany.お知らせ • Feb 08ESAB Corporation to Report Q4, 2022 Results on Mar 07, 2023ESAB Corporation announced that they will report Q4, 2022 results on Mar 07, 2023お知らせ • Jan 25ESAB Corporation (NYSE:ESAB) acquired Therapy Equipment Limited from Owner Venture Managers Limited.ESAB Corporation (NYSE:ESAB) acquired Therapy Equipment Limited from Owner Venture Managers Limited on January 24, 2023. Cavendish Corporate Finance LLP acted as financial advisor and Flint Bishop Solicitors acted as legal advisors to Owner Venture Managers Limited and Therapy Equipment Limited. ESAB Corporation (NYSE:ESAB) completed the acquisition of Therapy Equipment Limited from Owner Venture Managers Limited on January 24, 2023.お知らせ • Dec 15ESAB Corporation Declares Dividend, Payable on January 13, 2023ESAB Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.05 per share of the Company’s common stock. The dividend is payable on January 13, 2023 to shareholders of record as of December 30, 2022.お知らせ • Nov 18ESAB Corporation has completed a Follow-on Equity Offering in the amount of $240.13724 million.ESAB Corporation has completed a Follow-on Equity Offering in the amount of $240.13724 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 6,003,431 Price\Range: $40 Discount Per Security: $1.6Board Change • Nov 16High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. Director Chris Hix is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Nov 12ESAB Launches Sparkweek, A Week-Long Virtual Celebration Showcasing New Product Innovations and Brand AnnouncementsESAB, an ESAB Corporation brand and a world leader in welding and cutting equipment and consumables, announced the kick-off of its inaugural SparkWeek, a week-long, virtual launch event highlighting new welding and fabrication products. With 16 product unveils slated to go live between, November 14 and November 18, SparkWeek is poised to redefine ESAB’s position in the global fabrication technology industries, bringing the business and its portfolio of brands into new segments and audiences.Reported Earnings • Nov 05Third quarter 2022 earnings releasedThird quarter 2022 results: EPS: US$0.88. Net income: US$52.9m (up US$52.9m from 3Q 2021). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Machinery industry in Germany.お知らせ • Oct 18ESAB Corporation (NYSE : ESAB) acquired Ohio Medical Corporation from a private investor group for approximately $130 million.ESAB Corporation (NYSE : ESAB) acquired Ohio Medical Corporation from a private investor group for approximately $130 million on October 17, 2022. ESAB Corporation financed the acquisition using cash on hand. During the twelve months ended August 31, 2022, Ohio Medical generated over $45 million of sales. PricewaterhouseCoopers Corporate Finance LLC acted as a financial advisor to ESAB Corporation and Tucker Ellis LLP acted as a legal advisor to ESAB Corporation. ESAB Corporation (NYSE : ESAB) acquired Ohio Medical Corporation from a private investor group on October 17, 2022.お知らせ • Oct 13ESAB Corporation to Report Q3, 2022 Results on Nov 03, 2022ESAB Corporation announced that they will report Q3, 2022 results on Nov 03, 2022Upcoming Dividend • Sep 22Upcoming dividend of US$0.05 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 14 October 2022. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (3.2%).お知らせ • Sep 16ESAB Corporation Declares Quarterly Cash Dividend, Payable on October 14, 2022ESAB Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.05 per share of the Company’s common stock. The dividend is payable on October 14, 2022 to shareholders of record as of September 30, 2022.Reported Earnings • Aug 11Second quarter 2022 earnings releasedSecond quarter 2022 results: EPS: US$0.95. Revenue: US$661.2m (flat on 2Q 2021). Net income: US$56.8m (up US$56.8m from 2Q 2021). Profit margin: 8.6% (up from null in 2Q 2021). Over the next year, revenue is forecast to stay flat compared to a 9.5% growth forecast for the industry in Germany.お知らせ • Aug 10ESAB Corporation Reaffirms Earnings Guidance for the Full Year 2022ESAB Corporation reaffirmed earnings guidance for the full year 2022. For the full year 2022, the company reported strong second quarter results, and reaffirmed its full year 2022 guidance, which excludes Russia from second quarter through the remainder of the year. The company continues to expect $2.45-$2.50 billion of sales with total reported sales growth of 2%-4%.お知らせ • Jul 22ESAB Corporation Appoints Melissa Cummings as Audit CommitteeOn March 23, 2022, ESAB Corporation’s Board of Directors appointed Melissa Cummings to serve as a director of the Company, effective upon the consummation of the Company’s separation from Enovis Corporation (formerly Colfax Corporation) on April 4, 2022. Ms. Cummings’s committee assignments had not been determined at that time. On July 21, 2022, Ms. Cummings was appointed to the Audit Committee of the Company’s Board of Directors, effective immediately.お知らせ • Jul 15ESAB Corporation to Report Q2, 2022 Results on Aug 09, 2022ESAB Corporation announced that they will report Q2, 2022 results on Aug 09, 2022お知らせ • May 13ESAB Corporation Declares Quarterly Cash Dividend, Payable on July 18, 2022ESAB Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.05 per share of the Company’s common stock. The dividend is payable on July 18, 2022 to shareholders of record as of July 1, 2022.お知らせ • May 12ESAB Corporation Reiterates Full Year 2022 GuidanceESAB Corporation reiterated its full year 2022 guidance, which excludes Russia for the remainder of the year. The company continue to expect $2.45-$2.50 billion of sales with organic growth of 4%-7% and total reported sales growth of 2%-4%.Reported Earnings • May 11First quarter 2022 earnings releasedFirst quarter 2022 results: EPS: US$0.96. Revenue: US$647.9m (flat on 1Q 2021). Net income: US$57.5m (up US$57.5m from 1Q 2021). Profit margin: 8.9% (up from null in 1Q 2021). Over the next year, revenue is forecast to stay flat compared to a 9.0% growth forecast for the industry in Germany.お知らせ • May 10ESAB Corporation Launches InduSuiteESAB Corporation announced the launch of InduSuite (InduSuite.com), a brand-agnostic portfolio of software applications that revolutionizes workflow, quality, and business performance, to help fabricators and manufacturers improve operational efficiency. InduSuite offers three key benefits for mixed fleet customers: simplicity for accessing data and documents with an easy-to-use interface; real-time insight into performance, traceability and workforce accountability; and an unprecedented level of control over metal fabrication operations. Cloud-based InduSuite solutions include WeldCloud Productivity, WeldCloud Fleet, WeldCloud Notes, and CutCloud for cutting data analytics. Installed InduSuite software applications include COLUMBUS CAD/CAM nesting software for automated cutting and OCTOPUZ for offline robot programming. These apps enable users to improve operational efficiency through: Ensuring compliance by developing welding and cutting procedures in accordance with standards and regulations. Improving productivity with offline programming of robot, welding, and cutting. Tracking and analyzing welding and cutting productivity, quality, and consumables usage. Maintaining fleet equipment in optimal working conditions. Accountability and oversight of all key welding and cutting activities. The cloud-based applications feature an intuitive interface that enables users to be up and running after an hour of training without IT expertise. The applications function on a common platform built with Microsoft Azure, which is among the most secure and reliable cloud architectures. InduSuite offers solutions suited for operations of all sizes, from small fabrication customers to large companies with fleets of equipment spanning multiple countries. This collection of cloud-based and installed software applications connects equipment and data across all brand platforms so companies can take total control of their operations.お知らせ • Apr 19ESAB Corporation to Report Q1, 2022 Results on May 10, 2022ESAB Corporation announced that they will report Q1, 2022 results Pre-Market on May 10, 2022Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improved over the past weekAfter last week's 17% share price gain to €47.50, the stock trades at a trailing P/E ratio of 14.2x. Average forward P/E is 12x in the Machinery industry in Germany.お知らせ • Apr 10ESAB Corporation Announces Board AppointmentsOn April 4, 2022 (Distribution Date), after market close of the New York Stock Exchange, the previously announced separation (Separation) of ESAB Corporation (ESAB) from Enovis Corporation (formerly known as Colfax Corporation) (Enovis) was completed. On April 4, 2022, effective upon consummation of the Separation, each of Patrick W. Allender, Rhonda L. Jordan and Didier Teirlinck resigned from the board of directors of Enovis (Board) to serve on the board of directors of ESAB.お知らせ • Mar 29+ 1 more updateColfax Corporation Announces the Future Composition of the Full ESAB Corporation Board of DirectorsColfax Corporation, which will rename as Enovis Corporation (‘Enovis’) following the expected April 4, 2022 consummation of the company’s previously announced spin-off of its fabrication technology business (the ‘Separation’), which will operate as ESAB Corporation (‘ESAB’) after the Separation, announced the future composition of the full ESAB Board of Directors (the ‘Board’). Following the Separation, Mitchell P. Rales will serve as chairman of the Board, and current Colfax directors Patrick W. Allender, Rhonda L. Jordan, Didier Teirlinck and Rajiv Vinnakota will serve as directors of ESAB. In addition, the Board has appointed Robert S. Lutz, Stephanie M. Phillipps and ESAB President and CEO, Shyam P. Kambeyanda, to join the Board, effective upon the consummation of the Separation. Christopher M. Hix, Colfax’s Executive Vice President and Chief Financial Officer, also will serve as a member of the Board. Mr. Rales is a co-founder of Colfax and has served as a director of Colfax since its founding in 1995. He is currently the Chairman of the Colfax board of directors and will serve as the Chairman of the ESAB and Enovis boards following the Separation. Mr. Rales is a co-founder and has served as a member of the board of directors of Danaher Corporation, since 1983, served as Chairman of Danaher’s Executive Committee since 1984, and served as a member of the board of directors of Fortive Corporation, from 2016 to June 2021. Mr. Kambeyanda has been Executive Vice President of Colfax since December 2019 and President and Chief Executive Officer of ESAB since May 2016. Prior to joining Colfax, Mr. Kambeyanda spent over twenty years at Eaton Corporation, most recently as the President Americas for Eaton Corporation’s Hydraulics Group. Mr. Allender has served as a director of Colfax since May 13, 2008. He is the former Executive Vice President and Chief Financial Officer of Danaher Corporation, where he served from 1987 until his retirement in 2007. Mr. Allender is a director of Brady Corporation, where he is a member of the audit and corporate governance committees and the chairman of the finance committee. At ESAB, Mr. Allender will serve as the Chair of the Audit Committee and a member of the Nominating and Corporate Governance Committee of the Board. Mr. Hix has been Executive Vice President, Finance, Chief Financial Officer of Colfax since December 2019 and prior to such position served as Senior Vice President, Finance, of Colfax since July 2016. Prior to joining Colfax, Mr. Hix was the Chief Financial Officer of OM Group Inc. Previously, Mr. Hix was the Chief Financial Officer of Robbins & Myers, from 2006 to 2011. Ms. Jordan has served as a director of Colfax since February 17, 2009. She served as President, Global Health & Wellness, and Sustainability for Kraft Foods Inc. until 2012 and in that role led the development of Kraft’s health & wellness and sustainability strategies and plans for the company, including marketing, product development, technology, alliances and acquisitions. Ms. Jordan is a director of Ingredion Incorporated, where she is chair of the compensation committee, and the private companies Bush Brothers & Company and G&L Holdings. At ESAB, Ms. Jordan will serve as the Chair of the Compensation and Human Capital Management Committee and a member of the Nominating and Corporate Governance Committee of the Board. Mr. Lutz has been with Danaher Corporation, since 2002 and has served as its Senior Vice President, Finance since January 2022 in an advisory role to Danaher’s global finance organization. Prior to this role, Mr. Lutz served as Danaher’s Chief Accounting Officer from March 2003 through December 2021. At ESAB, Mr. Lutz will serve as a member of the Audit Committee of the Board. Ms. Phillipps was a partner at Arnold & Porter, from 1984 until her retirement in 2019. Since January 2021, she has served on the board of directors and nominating and corporate governance committee of Empowerment and Inclusion Capital I Corp. Ms. Phillipps also currently serves as a senior advisor to Grain Management LLC, Treasurer and board member of the Clara Elizabeth Jackson Carter Foundation, co-founder and board member of the Harvard Law School Black Alumni Network, board member of The Ellington Fund, and founder and Chief Executive Officer of Genkast LLC. At ESAB, Ms. Phillipps will serve as a member of the Compensation and Human Capital Management Committee of the Board. Mr. Teirlinckhas served as a director of Colfax since September 18, 2017. He retired from Ingersoll Rand, in September 2018. He has been a strategic advisor to the CEO of Ingersoll Rand since 2017, and previously served from November 2013 as executive vice president for Ingersoll Rand’s Climate segment, overseeing climate businesses around the world and enhancing competitive position and market share. At ESAB, Mr. Teirlinck will serve as a member of the Audit Committee of the Board. Mr. Vinnakotahas served as a director of Colfax since May 13, 2008. Since July 2019, he has served as President of the Institute for Citizens & Scholars. At ESAB, Mr. Vinnakota will serve as Chair of the Nominating and Corporate Governance Committee and a member of the Compensation and Human Capital Management Committee of the Board.株主還元O03DE MachineryDE 市場7D1.3%0.2%3.2%1Y-27.6%-0.3%2.5%株主還元を見る業界別リターン: O03過去 1 年間で-0.3 % の収益を上げたGerman Machinery業界を下回りました。リターン対市場: O03は、過去 1 年間で2.5 % のリターンを上げたGerman市場を下回りました。価格変動Is O03's price volatile compared to industry and market?O03 volatilityO03 Average Weekly Movement6.7%Machinery Industry Average Movement5.2%Market Average Movement6.1%10% most volatile stocks in DE Market13.3%10% least volatile stocks in DE Market2.7%安定した株価: O03 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: O03の 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト190410,300Shyam Kambeyandawww.esabcorporation.comESAB株式会社は、切断、接合、自動溶接、ガス制御機器に使用される消耗品および機器の処方、開発、製造、供給を行っています。溶接用消耗品としては、電極、コアードワイヤ、ソリッドワイヤ、フラックス、電極、ノズル、シールド、チップ、切断用消耗品などがある。同社の設備は、ポータブル溶接機から大型のカスタマイズされた自動切断・溶接システムまで多岐にわたる。また、顧客の生産性向上、溶接作業の遠隔監視、ドキュメンテーションのデジタル化を支援するソフトウェアやデジタル・ソリューションも提供している。同社はESABブランドで、一般産業、インフラ、再生可能エネルギー、医療・ライフサイエンス、運輸、建設、エネルギーなど、さまざまな最終市場に製品を販売している。独立代理店や直販業者を通じて製品を提供している。北米、南米、欧州、中東、インド、アフリカ、アジア太平洋地域で事業を展開している。ESABコーポレーションは1904年に設立され、メリーランド州ノースベセスダに本社を置く。もっと見るESAB Corporation 基礎のまとめESAB の収益と売上を時価総額と比較するとどうか。O03 基礎統計学時価総額€4.82b収益（TTM）€199.48m売上高(TTM)€2.51b24.1xPER（株価収益率1.9xP/SレシオO03 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計O03 損益計算書（TTM）収益US$2.91b売上原価US$1.84b売上総利益US$1.07bその他の費用US$836.73m収益US$231.52m直近の収益報告Apr 03, 2026次回決算日該当なし一株当たり利益（EPS）3.80グロス・マージン36.71%純利益率7.96%有利子負債／自己資本比率91.1%O03 の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.4%現在の配当利回り10%配当性向O03 配当は確実ですか？O03 配当履歴とベンチマークを見るO03 、いつまでに購入すれば配当金を受け取れますか？ESAB 配当日配当落ち日Jul 02 2026配当支払日Jul 17 2026配当落ちまでの日数38 days配当支払日までの日数53 daysO03 配当は確実ですか？O03 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 01:04終値2026/05/22 00:00収益2026/04/03年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋ESAB Corporation 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関Mircea DobreBairdSherif El-SabbahyBofA Global ResearchDavid RasoEvercore ISI8 その他のアナリストを表示
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. Independent Director Sebastien Martin was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 11ESAB Corporation Increases Quarterly Cash Dividend, Payable on July 17, 2026ESAB Corporation announced that its Board of Directors has declared an increased quarterly cash dividend of $0.12 per share of the Company’s common stock. The dividend is payable on July 17, 2026 to shareholders of record as of July 3, 2026.
お知らせ • Apr 10ESAB Corporation to Report Q1, 2026 Results on May 07, 2026ESAB Corporation announced that they will report Q1, 2026 results on May 07, 2026
お知らせ • Apr 02+ 1 more updateESAB Corporation Announces Chief Financial Officer ChangesESAB Corporation announced R. Brent Jones has been appointed Chief Financial Officer, effective early May 2026. Mr. Jones succeeds Kevin Johnson, who is leaving ESAB to pursue a CFO opportunity at a privately held company. Kevin will support ESAB in facilitating a smooth transition. Mr. Jones, age 56, has served as Executive Vice President and Chief Financial Officer of Avantor Inc., a life sciences solutions provider, since August 2023. Previously, Mr. Jones was Executive Vice President, Chief Financial Officer and Chief Operating Officer at LifeScan Global Corporation, a medical devices company, from March 2023 to July 2023 and Chief Financial Officer at LifeScan from February 2020 to March 2023. Earlier in his career, Mr. Jones served as Chief Financial Officer at Klöckner Pentaplast Group, a global packaging products manufacturer, from April 2016 to August 2018. He also held the role of interim Chief Financial Officer at Pall Corporation, where he led the company's $13.8 billion sale to Danaher in 2015. Mr. Jones began his career in investment banking with firms including Merrill Lynch and Bank of America, and practiced corporate law at Cravath, Swaine & Moore. He holds an A.B. in Biochemistry and Asian Studies from Dartmouth College and a J.D. from Yale Law School. On March 30, 2026, Kevin Johnson, Executive Vice President and Chief Financial Officer of the Company, submitted his resignation to pursue a CFO opportunity at a privately held company. Mr. Johnson will support ESAB in facilitating a smooth transition. Mr. Johnson’s decision to resign was due to personal reasons and was not a result of any disagreement with the Company on any matter relating to the Company’s financial statements, internal control over financial reporting, operations, policies or practices. Mr. Johnson’s last day of employment with the Company is expected to be on or about March 31, 2026. Shyam Kambeyanda, the Company’s President and Chief Executive Officer, will act as interim principal financial officer until Mr. Jones joins the Company.
お知らせ • Mar 30ESAB Corporation, Annual General Meeting, May 08, 2026ESAB Corporation, Annual General Meeting, May 08, 2026.
お知らせ • Feb 27ESAB Corporation Declares Quarterly Cash Dividend, Payable on April 17, 2026ESAB Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.10 per share of the company’s common stock. The dividend is payable on April 17, 2026 to shareholders of record as of April 2, 2026.
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. Independent Director Sebastien Martin was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 11ESAB Corporation Increases Quarterly Cash Dividend, Payable on July 17, 2026ESAB Corporation announced that its Board of Directors has declared an increased quarterly cash dividend of $0.12 per share of the Company’s common stock. The dividend is payable on July 17, 2026 to shareholders of record as of July 3, 2026.
お知らせ • Apr 10ESAB Corporation to Report Q1, 2026 Results on May 07, 2026ESAB Corporation announced that they will report Q1, 2026 results on May 07, 2026
お知らせ • Apr 02+ 1 more updateESAB Corporation Announces Chief Financial Officer ChangesESAB Corporation announced R. Brent Jones has been appointed Chief Financial Officer, effective early May 2026. Mr. Jones succeeds Kevin Johnson, who is leaving ESAB to pursue a CFO opportunity at a privately held company. Kevin will support ESAB in facilitating a smooth transition. Mr. Jones, age 56, has served as Executive Vice President and Chief Financial Officer of Avantor Inc., a life sciences solutions provider, since August 2023. Previously, Mr. Jones was Executive Vice President, Chief Financial Officer and Chief Operating Officer at LifeScan Global Corporation, a medical devices company, from March 2023 to July 2023 and Chief Financial Officer at LifeScan from February 2020 to March 2023. Earlier in his career, Mr. Jones served as Chief Financial Officer at Klöckner Pentaplast Group, a global packaging products manufacturer, from April 2016 to August 2018. He also held the role of interim Chief Financial Officer at Pall Corporation, where he led the company's $13.8 billion sale to Danaher in 2015. Mr. Jones began his career in investment banking with firms including Merrill Lynch and Bank of America, and practiced corporate law at Cravath, Swaine & Moore. He holds an A.B. in Biochemistry and Asian Studies from Dartmouth College and a J.D. from Yale Law School. On March 30, 2026, Kevin Johnson, Executive Vice President and Chief Financial Officer of the Company, submitted his resignation to pursue a CFO opportunity at a privately held company. Mr. Johnson will support ESAB in facilitating a smooth transition. Mr. Johnson’s decision to resign was due to personal reasons and was not a result of any disagreement with the Company on any matter relating to the Company’s financial statements, internal control over financial reporting, operations, policies or practices. Mr. Johnson’s last day of employment with the Company is expected to be on or about March 31, 2026. Shyam Kambeyanda, the Company’s President and Chief Executive Officer, will act as interim principal financial officer until Mr. Jones joins the Company.
お知らせ • Mar 30ESAB Corporation, Annual General Meeting, May 08, 2026ESAB Corporation, Annual General Meeting, May 08, 2026.
お知らせ • Feb 27ESAB Corporation Declares Quarterly Cash Dividend, Payable on April 17, 2026ESAB Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.10 per share of the company’s common stock. The dividend is payable on April 17, 2026 to shareholders of record as of April 2, 2026.
お知らせ • Feb 02ESAB Corporation (NYSE:ESAB) agreed to acquire Eddyfi Technologies from Novacap Management Inc., CDP Investissements Inc., INVESTISSEMENTS FLORIAN HARDY INC., PLACEMENTS MSR INC, 3ALPHA CAPITAL INC. and others for $1.4 billion.ESAB Corporation (NYSE:ESAB) agreed to acquire Eddyfi Technologies from Novacap Management Inc., CDP Investissements Inc., INVESTISSEMENTS FLORIAN HARDY INC., PLACEMENTS MSR INC, 3ALPHA CAPITAL INC and others for $1.4 billion on January 31, 2026. A cash consideration of $1.45 billion will be paid by ESAB Corporation. As part of consideration, $1.45 billion is paid towards common equity of Eddyfi Technologies. The acquisition is expected to be funded with a combination of cash on hand, debt and $318 million of fully committed equity, The Company has obtained a commitment for a $1.0 billion 364-day senior unsecured bridge term loan credit facility from JPMorgan Chase Bank, N.A., which will be available to fund the cash consideration for the Acquisition and related fees and expenses. In case of termination of transaction, ESAB Corporation will pay a termination fee of $50.75 million. As part of the transaction, ESAB has made firm commitments to maintain Eddyfi’s workforce and head office in Quebec City. The transaction is subject to approval by regulatory board / committee and subject to antitrust regulations. The transaction is expected to close in mid-2026. Bennett Jones LLP acted as legal advisor for ESAB Corporation. Fasken Martineau DuMoulin LLP acted as legal advisor for CDP Investissements Inc. Blake, Cassels & Graydon LLP acted as legal advisor for Novacap Management Inc. McCarthy Tétrault LLP acted as legal advisor for Eddyfi Technologies. Ryan Bloom, Pim Kraaijeveld, Peter Magnone, Aqeel Shaukat, Arwen Ma of EC M&A acted as financial advisors for Eddyfi Technologies.
お知らせ • Dec 05+ 1 more updateESAB Corporation Declares a Quarterly Cash Dividend, Payable on January 16, 2026ESAB Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.10 per share of the Company’s common stock. The dividend is payable on January 16, 2026 to shareholders of record as of December 31, 2025.
お知らせ • Oct 29ESAB Corporation Raises Earnings Guidance for the Year 2025ESAB Corporation raised earnings guidance for the year 2025. For the year, the company raises its outlook for total core sales growth of 4.5% to 5.5%, core organic sales growth of 1.0% from its prior outlook of total core sales growth of 1.5% to 3.5%, core organic sales growth of 0.0% to 2.0%.
お知らせ • Oct 09ESAB Corporation to Report Q3, 2025 Results on Oct 29, 2025ESAB Corporation announced that they will report Q3, 2025 results on Oct 29, 2025
お知らせ • Sep 12ESAB Corporation Board Declares Quarterly Dividend, Payable on October 17, 2025ESAB Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.10 per share of the Company’s common stock. The dividend is payable on October 17, 2025 to shareholders of record as of October 3, 2025.
お知らせ • Aug 06ESAB Corporation Raises Earnings Guidance for the Year 2025ESAB Corporation raised earnings guidance for the year 2025. For the year, company now expected total core sales growth of 1.5% to 3.5%, core organic sales growth of 0.0% to 2.0%, M&A of ~2.5% and FX of ~(1.0)% from its prior outlook of total core sales growth of (1.0)% to 1.5%, core organic sales growth of 0.0% to 2.0%, M&A of 2.0%-2.5% and FX of ~(3.0)%.
お知らせ • Jul 10ESAB Corporation to Report Q2, 2025 Results on Aug 06, 2025ESAB Corporation announced that they will report Q2, 2025 results on Aug 06, 2025
お知らせ • Jun 26ESAB Corporation (NYSE:ESAB) agreed to acquire Ewm-Gmbh Elektrowerkstätten for approximately €280 millionESAB Corporation (NYSE:ESAB) agreed to acquire Ewm-Gmbh Elektrowerkstätten for approximately €280 million on June 26, 2025. A cash consideration of €275 million will be paid by ESAB Corporation. As part of consideration, €275 million is paid towards common equity of Ewm-Gmbh Elektrowerkstätten. The acquisition will be funded through cash on hand. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is in the second half of 2025.
お知らせ • May 09ESAB Corporation Declares Quarterly Cash Dividend, Payable on July 18, 2025ESAB Corporation announced that its Board of Directors has declared an increased quarterly cash dividend of $0.10 per share of the Company’s common stock. The dividend is payable on July 18, 2025 to shareholders of record as of July 3, 2025.
お知らせ • May 01ESAB Corporation Raises Earnings Guidance for the Full Year 2025ESAB Corporation raised earnings guidance for the full year 2025. For the period, the company raises its full year 2025 outlook for total core sales growth of (1.0)% to 1.5%, core organic sales growth of 0.0% to 2.0%, M&A of 2.0% to 2.5% and FX of ~(3.0)% from its prior outlook of total core sales growth of (2.0)% to 0.0%, core organic sales growth of 0.0% to 2.0%, M&A of ~1.5% and FX of ~(3.5)%.
お知らせ • Apr 10ESAB Corporation to Report Q1, 2025 Results on May 01, 2025ESAB Corporation announced that they will report Q1, 2025 results on May 01, 2025
お知らせ • Mar 31ESAB Corporation, Annual General Meeting, May 08, 2025ESAB Corporation, Annual General Meeting, May 08, 2025.
お知らせ • Feb 28ESAB Corporation Declares Quarterly Cash Dividend, Payable on April 17, 2025ESAB Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.08 per share of the Company’s common stock. The dividend is payable on April 17, 2025, to shareholders of record as of April 4, 2025.
お知らせ • Feb 21+ 1 more updateESAB Corporation Provides Earnings Guidance for the Year 2025ESAB Corporation provided earnings guidance for the year 2025. For the year, the company expects total core sales growth of (2.0)% to 0.0%.
お知らせ • Jan 23ESAB Corporation to Report Q4, 2024 Results on Feb 20, 2025ESAB Corporation announced that they will report Q4, 2024 results on Feb 20, 2025
お知らせ • Dec 18ESAB Corporation Declares Quarterly Cash Dividend, Payable on January 17, 2025ESAB Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.08 per share of the Company’s common stock. The dividend is payable on January 17, 2025 to shareholders of record as of December 31, 2024.
お知らせ • Nov 14159 Plaintiffs Sue Cape, Anglo American, De Beer Group PLC, and ESAB CorpMore than 150 plaintiffs have filed suit against Cape, PLC, its subsidiaries and global affiliates including Anglo American, De Beer Group PLC, and ESAB Corp., which imported and distributed carcinogenic asbestos in the United States for decades. The mass action lawsuit alleges that Cape and its subsidiaries are liable for diseases caused by asbestos exposure suffered by residents of the state and beyond. It includes plaintiffs suffering from asbestos-related illnesses, including mesothelioma and lung cancer, as well as the families of those who have died from exposure to the deadly carcinogen. According to the lawsuit, Cape led efforts in the U.S. to hide from consumers and its own employees the risks that it knew existed from the South African asbestos it processed. When asbestos-related lawsuits began surfacing in the 1970s, Cape took measures to shield itself from legal action by creating new entities and then fleeing the U.S. The lawsuit details how Cape set up an elaborate structure of affiliated companies in South Africa, the United Kingdom and the United States to avoid financial responsibility for the harm it knew it was causing. Since those companies and their insurers have failed to respond to lawsuits brought on behalf of those injured or killed by asbestos-related diseases, a South Carolina court has appointed a receiver to respond on their behalf. The case is Augustus A. Adams et al. v Cape PLC et al., No. 2024-CP-40-06639 in the Court of Common Pleas, County of Richland for the Fifth Judicial Circuit.
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: US$1.14 (vs US$0.98 in 3Q 2023)Third quarter 2024 results: EPS: US$1.14 (up from US$0.98 in 3Q 2023). Revenue: US$673.3m (down 1.1% from 3Q 2023). Net income: US$69.5m (up 18% from 3Q 2023). Profit margin: 10% (up from 8.6% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery industry in Germany.
お知らせ • Oct 29ESAB Corporation Updates Earnings Guidance for the Full Year 2024ESAB Corporation updated earnings guidance for the full year 2024. For the period, Company expects total core sales growth of (1.5)% to (0.5)%, core organic sales growth of 0.0% to 1.0% from prior guidance of total core sales growth of (2.5)% to (0.5)%, core organic sales growth of (1.0)% to 1.0%.
お知らせ • Oct 07ESAB Corporation to Report Q3, 2024 Results on Oct 29, 2024ESAB Corporation announced that they will report Q3, 2024 results on Oct 29, 2024
Declared Dividend • Sep 16Second quarter dividend of US$0.08 announcedShareholders will receive a dividend of US$0.08. Ex-date: 27th September 2024 Payment date: 11th October 2024 Dividend yield will be 0.3%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 6%.
Reported Earnings • Aug 04Second quarter 2024 earnings released: EPS: US$1.39 (vs US$1.11 in 2Q 2023)Second quarter 2024 results: EPS: US$1.39 (up from US$1.11 in 2Q 2023). Revenue: US$707.1m (down 1.9% from 2Q 2023). Net income: US$83.7m (up 26% from 2Q 2023). Profit margin: 12% (up from 9.3% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Machinery industry in Germany.
お知らせ • Jul 10ESAB Corporation to Report Q2, 2024 Results on Aug 02, 2024ESAB Corporation announced that they will report Q2, 2024 results on Aug 02, 2024
お知らせ • Jun 01ESAB Corporation entered into an agreement to acquire Linde Industries Private Limited from Linde Bangladesh Limited (DSE:LINDEBD).ESAB Corporation entered into an agreement to acquire Linde Industries Private Limited from Linde Bangladesh Limited (DSE:LINDEBD) on May 30, 2024. The acquisition is expected to close later this year subject to shareholder approvals and closing conditions. LIPL generated approximately $20 million in sales in 2023.
Declared Dividend • May 13First quarter dividend of US$0.06 announcedShareholders will receive a dividend of US$0.06. Ex-date: 28th June 2024 Payment date: 12th July 2024 Dividend yield will be 0.2%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 5%.
お知らせ • May 11ESAB Corporation Declares Quarterly Dividend, Payable on July 12, 2024ESAB Corporation announced that its Board of Directors has declared an increased quarterly cash dividend of $0.08 per share of the Company’s common stock. The dividend represents a 33% increase in the Company’s quarterly cash dividend, from $0.06 per share to $0.08 per share, or to $0.32 per share on an annualized basis. The dividend is payable on July 12, 2024 to stockholders of record as of June 28, 2024.
Buy Or Sell Opportunity • May 09Now 21% undervaluedOver the last 90 days, the stock has risen 21% to €98.50. The fair value is estimated to be €124, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last year. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
Reported Earnings • May 02First quarter 2024 earnings released: EPS: US$1.01 (vs US$0.54 in 1Q 2023)First quarter 2024 results: EPS: US$1.01 (up from US$0.54 in 1Q 2023). Revenue: US$689.7m (flat on 1Q 2023). Net income: US$61.3m (up 88% from 1Q 2023). Profit margin: 8.9% (up from 4.8% in 1Q 2023). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Machinery industry in Germany.
Buy Or Sell Opportunity • Apr 10Now 21% undervaluedOver the last 90 days, the stock has risen 32% to €99.50. The fair value is estimated to be €126, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 4.6%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
お知らせ • Apr 05ESAB Corporation to Report Q1, 2024 Results on May 01, 2024ESAB Corporation announced that they will report Q1, 2024 results Pre-Market on May 01, 2024
お知らせ • Mar 30ESAB Corporation, Annual General Meeting, May 09, 2024ESAB Corporation, Annual General Meeting, May 09, 2024, at 15:00 US Eastern Standard Time. Agenda: To elect Mr. Patrick W. Allender and Ms. Rhonda L. Jordan to serve as Class II Directors, each for a two-year term expiring at the 2026 annual meeting of stockholders and until their successors are elected and qualified; ratify the appointment of Ernst & Young LLP as company independent registered public accounting firm for the fiscal year December 31, 2024; to approve the compensation of company named executive officers on an advisory basis (“say-on-pay”); and to consider other matters.
Upcoming Dividend • Mar 20Upcoming dividend of US$0.06 per shareEligible shareholders must have bought the stock before 27 March 2024. Payment date: 02 April 2024. Payout ratio is a comfortable 6.4% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (3.2%).
Recent Insider Transactions • Mar 07Director recently sold €682k worth of stockOn the 1st of March, Christopher Hix sold around 7k shares on-market at roughly €91.36 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.6m more than they bought in the last 12 months.
Reported Earnings • Mar 01Full year 2023 earnings released: EPS: US$3.59 (vs US$3.75 in FY 2022)Full year 2023 results: EPS: US$3.59 (down from US$3.75 in FY 2022). Revenue: US$2.77b (up 7.0% from FY 2022). Net income: US$217.6m (down 3.4% from FY 2022). Profit margin: 7.8% (down from 8.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Machinery industry in Germany.
お知らせ • Feb 29ESAB Corporation Provides Earnings Guidance for the Year 2024ESAB Corporation provided earnings guidance for the year 2024. For the year, the company expects total core sales growth of 1.5% to 3.5%.
Declared Dividend • Feb 26Third quarter dividend of US$0.06 announcedShareholders will receive a dividend of US$0.06. Ex-date: 27th March 2024 Payment date: 2nd April 2024 Dividend yield will be 0.3%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 6%.
お知らせ • Feb 23ESAB Corporation Board Declares Dividend, Payable on April 12, 2024ESAB Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.06 per share of the Company’s common stock. The dividend is payable on April 12, 2024 to shareholders of record as of March 29, 2024.
お知らせ • Jan 24ESAB Corporation to Report Q4, 2023 Results on Feb 29, 2024ESAB Corporation announced that they will report Q4, 2023 results on Feb 29, 2024
Upcoming Dividend • Dec 21Upcoming dividend of US$0.06 per share at 0.3% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 12 January 2024. Payout ratio is a comfortable 4.7% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (2.7%).
Recent Insider Transactions • Dec 10Insider recently sold €374k worth of stockOn the 7th of December, Michele Campion sold around 5k shares on-market at roughly €75.74 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €824k more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €69.00, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 10x in the Machinery industry in Germany. Total returns to shareholders of 73% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €94.58 per share.
お知らせ • Nov 02ESAB Corporation Revises Earnings Guidance for the Year 2023ESAB Corporation revised earnings guidance for the year 2023. The company raised its full year 2023 outlook and expects total core sales growth of 6.5% to 7.5%, core organic sales growth of 5.0% to 6.0% up from its prior guidance of total core sales growth of 6.0% to 7.5%, core organic sales growth of 4.0% to 5.5%.
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: US$0.98 (vs US$0.88 in 3Q 2022)Third quarter 2023 results: EPS: US$0.98 (up from US$0.88 in 3Q 2022). Revenue: US$681.0m (up 9.8% from 3Q 2022). Net income: US$59.3m (up 12% from 3Q 2022). Profit margin: 8.7% (up from 8.5% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Machinery industry in Germany.
お知らせ • Oct 05ESAB Corporation to Report Q3, 2023 Results on Nov 01, 2023ESAB Corporation announced that they will report Q3, 2023 results on Nov 01, 2023
Upcoming Dividend • Sep 21Upcoming dividend of US$0.06 per share at 0.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 13 October 2023. Payout ratio is a comfortable 6.0% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.8%).
お知らせ • Sep 15ESAB Corporation Declares a Quarterly Cash Dividend, Payable on October 13, 2023ESAB Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.06 per share of the Company’s common stock. The dividend is payable on October 13, 2023 to shareholders of record as of September 29, 2023.
お知らせ • Aug 03ESAB Corporation Raises Earning Guidance for the Year 2023ESAB Corporation raised earning guidance for the year 2023. For the year, the company expects total core sales growth of 6.0% to 7.5% up from prior guidance of total core sales growth of 4.0% to 6.0%.
Reported Earnings • Aug 02Second quarter 2023 earnings released: EPS: US$1.11 (vs US$0.95 in 2Q 2022)Second quarter 2023 results: EPS: US$1.11 (up from US$0.95 in 2Q 2022). Revenue: US$720.4m (up 9.0% from 2Q 2022). Net income: US$66.7m (up 18% from 2Q 2022). Profit margin: 9.3% (up from 8.6% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Machinery industry in Germany.
お知らせ • Jul 06ESAB Corporation to Report Q2, 2023 Results on Aug 01, 2023ESAB Corporation announced that they will report Q2, 2023 results on Aug 01, 2023
Upcoming Dividend • Jun 22Upcoming dividend of US$0.06 per share at 0.3% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 14 July 2023. Payout ratio is a comfortable 6.0% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.8%).
Recent Insider Transactions • Jun 15Director recently sold €450k worth of stockOn the 9th of June, Christopher Hix sold around 8k shares on-market at roughly €59.97 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
お知らせ • May 12ESAB Corporation Declares a Quarterly Cash Dividend, Payable on July 14, 2023ESAB Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.06 per share of the Company’s common stock. The dividend is payable on July 14, 2023 to shareholders of record as of June 30, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of US$0.05 per share at 0.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 14 April 2023. Payout ratio is a comfortable 4.0% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.9%).
Reported Earnings • Mar 08Full year 2022 earnings releasedFull year 2022 results: EPS: US$3.75. Revenue: US$2.59b (up 6.8% from FY 2021). Net income: US$226.8m (down 3.5% from FY 2021). Profit margin: 8.7% (down from 9.7% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in Germany.
お知らせ • Feb 08ESAB Corporation to Report Q4, 2022 Results on Mar 07, 2023ESAB Corporation announced that they will report Q4, 2022 results on Mar 07, 2023
お知らせ • Jan 25ESAB Corporation (NYSE:ESAB) acquired Therapy Equipment Limited from Owner Venture Managers Limited.ESAB Corporation (NYSE:ESAB) acquired Therapy Equipment Limited from Owner Venture Managers Limited on January 24, 2023. Cavendish Corporate Finance LLP acted as financial advisor and Flint Bishop Solicitors acted as legal advisors to Owner Venture Managers Limited and Therapy Equipment Limited. ESAB Corporation (NYSE:ESAB) completed the acquisition of Therapy Equipment Limited from Owner Venture Managers Limited on January 24, 2023.
お知らせ • Dec 15ESAB Corporation Declares Dividend, Payable on January 13, 2023ESAB Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.05 per share of the Company’s common stock. The dividend is payable on January 13, 2023 to shareholders of record as of December 30, 2022.
お知らせ • Nov 18ESAB Corporation has completed a Follow-on Equity Offering in the amount of $240.13724 million.ESAB Corporation has completed a Follow-on Equity Offering in the amount of $240.13724 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 6,003,431 Price\Range: $40 Discount Per Security: $1.6
Board Change • Nov 16High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. Director Chris Hix is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Nov 12ESAB Launches Sparkweek, A Week-Long Virtual Celebration Showcasing New Product Innovations and Brand AnnouncementsESAB, an ESAB Corporation brand and a world leader in welding and cutting equipment and consumables, announced the kick-off of its inaugural SparkWeek, a week-long, virtual launch event highlighting new welding and fabrication products. With 16 product unveils slated to go live between, November 14 and November 18, SparkWeek is poised to redefine ESAB’s position in the global fabrication technology industries, bringing the business and its portfolio of brands into new segments and audiences.
Reported Earnings • Nov 05Third quarter 2022 earnings releasedThird quarter 2022 results: EPS: US$0.88. Net income: US$52.9m (up US$52.9m from 3Q 2021). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Machinery industry in Germany.
お知らせ • Oct 18ESAB Corporation (NYSE : ESAB) acquired Ohio Medical Corporation from a private investor group for approximately $130 million.ESAB Corporation (NYSE : ESAB) acquired Ohio Medical Corporation from a private investor group for approximately $130 million on October 17, 2022. ESAB Corporation financed the acquisition using cash on hand. During the twelve months ended August 31, 2022, Ohio Medical generated over $45 million of sales. PricewaterhouseCoopers Corporate Finance LLC acted as a financial advisor to ESAB Corporation and Tucker Ellis LLP acted as a legal advisor to ESAB Corporation. ESAB Corporation (NYSE : ESAB) acquired Ohio Medical Corporation from a private investor group on October 17, 2022.
お知らせ • Oct 13ESAB Corporation to Report Q3, 2022 Results on Nov 03, 2022ESAB Corporation announced that they will report Q3, 2022 results on Nov 03, 2022
Upcoming Dividend • Sep 22Upcoming dividend of US$0.05 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 14 October 2022. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (3.2%).
お知らせ • Sep 16ESAB Corporation Declares Quarterly Cash Dividend, Payable on October 14, 2022ESAB Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.05 per share of the Company’s common stock. The dividend is payable on October 14, 2022 to shareholders of record as of September 30, 2022.
Reported Earnings • Aug 11Second quarter 2022 earnings releasedSecond quarter 2022 results: EPS: US$0.95. Revenue: US$661.2m (flat on 2Q 2021). Net income: US$56.8m (up US$56.8m from 2Q 2021). Profit margin: 8.6% (up from null in 2Q 2021). Over the next year, revenue is forecast to stay flat compared to a 9.5% growth forecast for the industry in Germany.
お知らせ • Aug 10ESAB Corporation Reaffirms Earnings Guidance for the Full Year 2022ESAB Corporation reaffirmed earnings guidance for the full year 2022. For the full year 2022, the company reported strong second quarter results, and reaffirmed its full year 2022 guidance, which excludes Russia from second quarter through the remainder of the year. The company continues to expect $2.45-$2.50 billion of sales with total reported sales growth of 2%-4%.
お知らせ • Jul 22ESAB Corporation Appoints Melissa Cummings as Audit CommitteeOn March 23, 2022, ESAB Corporation’s Board of Directors appointed Melissa Cummings to serve as a director of the Company, effective upon the consummation of the Company’s separation from Enovis Corporation (formerly Colfax Corporation) on April 4, 2022. Ms. Cummings’s committee assignments had not been determined at that time. On July 21, 2022, Ms. Cummings was appointed to the Audit Committee of the Company’s Board of Directors, effective immediately.
お知らせ • Jul 15ESAB Corporation to Report Q2, 2022 Results on Aug 09, 2022ESAB Corporation announced that they will report Q2, 2022 results on Aug 09, 2022
お知らせ • May 13ESAB Corporation Declares Quarterly Cash Dividend, Payable on July 18, 2022ESAB Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.05 per share of the Company’s common stock. The dividend is payable on July 18, 2022 to shareholders of record as of July 1, 2022.
お知らせ • May 12ESAB Corporation Reiterates Full Year 2022 GuidanceESAB Corporation reiterated its full year 2022 guidance, which excludes Russia for the remainder of the year. The company continue to expect $2.45-$2.50 billion of sales with organic growth of 4%-7% and total reported sales growth of 2%-4%.
Reported Earnings • May 11First quarter 2022 earnings releasedFirst quarter 2022 results: EPS: US$0.96. Revenue: US$647.9m (flat on 1Q 2021). Net income: US$57.5m (up US$57.5m from 1Q 2021). Profit margin: 8.9% (up from null in 1Q 2021). Over the next year, revenue is forecast to stay flat compared to a 9.0% growth forecast for the industry in Germany.
お知らせ • May 10ESAB Corporation Launches InduSuiteESAB Corporation announced the launch of InduSuite (InduSuite.com), a brand-agnostic portfolio of software applications that revolutionizes workflow, quality, and business performance, to help fabricators and manufacturers improve operational efficiency. InduSuite offers three key benefits for mixed fleet customers: simplicity for accessing data and documents with an easy-to-use interface; real-time insight into performance, traceability and workforce accountability; and an unprecedented level of control over metal fabrication operations. Cloud-based InduSuite solutions include WeldCloud Productivity, WeldCloud Fleet, WeldCloud Notes, and CutCloud for cutting data analytics. Installed InduSuite software applications include COLUMBUS CAD/CAM nesting software for automated cutting and OCTOPUZ for offline robot programming. These apps enable users to improve operational efficiency through: Ensuring compliance by developing welding and cutting procedures in accordance with standards and regulations. Improving productivity with offline programming of robot, welding, and cutting. Tracking and analyzing welding and cutting productivity, quality, and consumables usage. Maintaining fleet equipment in optimal working conditions. Accountability and oversight of all key welding and cutting activities. The cloud-based applications feature an intuitive interface that enables users to be up and running after an hour of training without IT expertise. The applications function on a common platform built with Microsoft Azure, which is among the most secure and reliable cloud architectures. InduSuite offers solutions suited for operations of all sizes, from small fabrication customers to large companies with fleets of equipment spanning multiple countries. This collection of cloud-based and installed software applications connects equipment and data across all brand platforms so companies can take total control of their operations.
お知らせ • Apr 19ESAB Corporation to Report Q1, 2022 Results on May 10, 2022ESAB Corporation announced that they will report Q1, 2022 results Pre-Market on May 10, 2022
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improved over the past weekAfter last week's 17% share price gain to €47.50, the stock trades at a trailing P/E ratio of 14.2x. Average forward P/E is 12x in the Machinery industry in Germany.
お知らせ • Apr 10ESAB Corporation Announces Board AppointmentsOn April 4, 2022 (Distribution Date), after market close of the New York Stock Exchange, the previously announced separation (Separation) of ESAB Corporation (ESAB) from Enovis Corporation (formerly known as Colfax Corporation) (Enovis) was completed. On April 4, 2022, effective upon consummation of the Separation, each of Patrick W. Allender, Rhonda L. Jordan and Didier Teirlinck resigned from the board of directors of Enovis (Board) to serve on the board of directors of ESAB.
お知らせ • Mar 29+ 1 more updateColfax Corporation Announces the Future Composition of the Full ESAB Corporation Board of DirectorsColfax Corporation, which will rename as Enovis Corporation (‘Enovis’) following the expected April 4, 2022 consummation of the company’s previously announced spin-off of its fabrication technology business (the ‘Separation’), which will operate as ESAB Corporation (‘ESAB’) after the Separation, announced the future composition of the full ESAB Board of Directors (the ‘Board’). Following the Separation, Mitchell P. Rales will serve as chairman of the Board, and current Colfax directors Patrick W. Allender, Rhonda L. Jordan, Didier Teirlinck and Rajiv Vinnakota will serve as directors of ESAB. In addition, the Board has appointed Robert S. Lutz, Stephanie M. Phillipps and ESAB President and CEO, Shyam P. Kambeyanda, to join the Board, effective upon the consummation of the Separation. Christopher M. Hix, Colfax’s Executive Vice President and Chief Financial Officer, also will serve as a member of the Board. Mr. Rales is a co-founder of Colfax and has served as a director of Colfax since its founding in 1995. He is currently the Chairman of the Colfax board of directors and will serve as the Chairman of the ESAB and Enovis boards following the Separation. Mr. Rales is a co-founder and has served as a member of the board of directors of Danaher Corporation, since 1983, served as Chairman of Danaher’s Executive Committee since 1984, and served as a member of the board of directors of Fortive Corporation, from 2016 to June 2021. Mr. Kambeyanda has been Executive Vice President of Colfax since December 2019 and President and Chief Executive Officer of ESAB since May 2016. Prior to joining Colfax, Mr. Kambeyanda spent over twenty years at Eaton Corporation, most recently as the President Americas for Eaton Corporation’s Hydraulics Group. Mr. Allender has served as a director of Colfax since May 13, 2008. He is the former Executive Vice President and Chief Financial Officer of Danaher Corporation, where he served from 1987 until his retirement in 2007. Mr. Allender is a director of Brady Corporation, where he is a member of the audit and corporate governance committees and the chairman of the finance committee. At ESAB, Mr. Allender will serve as the Chair of the Audit Committee and a member of the Nominating and Corporate Governance Committee of the Board. Mr. Hix has been Executive Vice President, Finance, Chief Financial Officer of Colfax since December 2019 and prior to such position served as Senior Vice President, Finance, of Colfax since July 2016. Prior to joining Colfax, Mr. Hix was the Chief Financial Officer of OM Group Inc. Previously, Mr. Hix was the Chief Financial Officer of Robbins & Myers, from 2006 to 2011. Ms. Jordan has served as a director of Colfax since February 17, 2009. She served as President, Global Health & Wellness, and Sustainability for Kraft Foods Inc. until 2012 and in that role led the development of Kraft’s health & wellness and sustainability strategies and plans for the company, including marketing, product development, technology, alliances and acquisitions. Ms. Jordan is a director of Ingredion Incorporated, where she is chair of the compensation committee, and the private companies Bush Brothers & Company and G&L Holdings. At ESAB, Ms. Jordan will serve as the Chair of the Compensation and Human Capital Management Committee and a member of the Nominating and Corporate Governance Committee of the Board. Mr. Lutz has been with Danaher Corporation, since 2002 and has served as its Senior Vice President, Finance since January 2022 in an advisory role to Danaher’s global finance organization. Prior to this role, Mr. Lutz served as Danaher’s Chief Accounting Officer from March 2003 through December 2021. At ESAB, Mr. Lutz will serve as a member of the Audit Committee of the Board. Ms. Phillipps was a partner at Arnold & Porter, from 1984 until her retirement in 2019. Since January 2021, she has served on the board of directors and nominating and corporate governance committee of Empowerment and Inclusion Capital I Corp. Ms. Phillipps also currently serves as a senior advisor to Grain Management LLC, Treasurer and board member of the Clara Elizabeth Jackson Carter Foundation, co-founder and board member of the Harvard Law School Black Alumni Network, board member of The Ellington Fund, and founder and Chief Executive Officer of Genkast LLC. At ESAB, Ms. Phillipps will serve as a member of the Compensation and Human Capital Management Committee of the Board. Mr. Teirlinckhas served as a director of Colfax since September 18, 2017. He retired from Ingersoll Rand, in September 2018. He has been a strategic advisor to the CEO of Ingersoll Rand since 2017, and previously served from November 2013 as executive vice president for Ingersoll Rand’s Climate segment, overseeing climate businesses around the world and enhancing competitive position and market share. At ESAB, Mr. Teirlinck will serve as a member of the Audit Committee of the Board. Mr. Vinnakotahas served as a director of Colfax since May 13, 2008. Since July 2019, he has served as President of the Institute for Citizens & Scholars. At ESAB, Mr. Vinnakota will serve as Chair of the Nominating and Corporate Governance Committee and a member of the Compensation and Human Capital Management Committee of the Board.
