ESAB（ESAB）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ESAB ファンダメンタル分析スノーフレーク・スコア評価6/6将来の成長1/6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39.5%で取引されている 収益は年間17.15%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 アナリストらは、株価が37.3%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ESAB Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN27.2% undervaluedAnalystConsensusTarget•4d agoESAB: Momentum In India And Middle East Will Drive Share Price Recovery13302Top Analyst NarrativesESABANAnalystConsensusTargetBased on Analyst Price TargetsESAB: Momentum In India And Middle East Will Drive Share Price RecoveryESAB makes the tools and materials used for welding and cutting, and demand is picking up in fast-growing regions like India and the Middle East as big building and energy projects move ahead. The upside comes from more factories turning to automation and service work, but trade disputes, choppy emerging markets, and new manufacturing methods could still hit sales.View narrativeUS$135.4FV27.2% 割安 内在価値ディスカウント7.86%Revenue growth p.a.Set Fair ValueView133users have viewed this narrative0users have liked this narrative0users have commented on this narrative2users have followed this narrativeUpdated narrativeView all narrativesESAB Corporation 競合他社Alliance Laundry HoldingsSymbol: NYSE:ALHMarket cap: US$5.2bFranklin ElectricSymbol: NasdaqGS:FELEMarket cap: US$4.7bGates IndustrialSymbol: NYSE:GTESMarket cap: US$7.1bEnproSymbol: NYSE:NPOMarket cap: US$7.9b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$98.6352週高値US$137.4252週安値US$82.19ベータ1.151ヶ月の変化6.71%3ヶ月変化-2.35%1年変化-20.51%3年間の変化49.73%5年間の変化n/aIPOからの変化97.26%最新ニュースナラティブの更新 • Jun 26ESAB: Eddyfi Acquisition And Industrial Cycle Upside Will Support Higher P/EESAB'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.Upcoming Dividend • Jun 25Upcoming dividend of US$0.12 per shareEligible shareholders must have bought the stock before 02 July 2026. Payment date: 17 July 2026. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (1.0%).ライブニュース • Jun 18ESAB Stock Rallies After Eddyfi Acquisition and Dividend Hike Boost OutlookESAB Corporation has completed its acquisition of Quebec-based Eddyfi Technologies, a provider of advanced inspection, monitoring and non-destructive testing solutions. The deal brings ESAB into the inspection and monitoring market and expands its offerings for industries such as aerospace, energy, mining, power generation and transportation. Following the announcement, ESAB’s shares experienced volatility, touching a 52-week low before rebounding, and the company also announced a 20% increase in its quarterly dividend. The combination of Eddyfi’s technology with ESAB’s global reach positions ESAB to offer more integrated fabrication, inspection and monitoring workflows across a wide range of industrial customers. Investors may want to watch for the updated full-year guidance at the next earnings call, where management plans to outline Eddyfi’s expected contributions and how the higher-margin, less cyclical profile and higher dividend fit into ESAB’s long-term plan.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$103, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Machinery industry in the US. Total returns to shareholders of 61% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$46.69 per share.お知らせ • Jun 12ESAB Corporation Announces Board Appointments, Effective June 10, 2026On June 10, 2026, ESAB Corporation appointed Mitchell P. Rales as Executive Chair of the Board of Directors, effective as of June 10, 2026. As Executive Chair, Mr. Rales will remain Chairman of the Board and continue working with Mr. Kambeyanda on ESAB’s ongoing growth, building on the partnership they have established to continue the Company’s transformation. Mr. Rales has been instrumental in the Company's growth and evolution since he joined the Board and was appointed Chairman in April 2022. The Board also appointed Rhonda Jordan as Lead Independent Director of the Board, effective as of June 10, 2026. The Lead Independent Director will coordinate the activities of the independent directors, serve as liaison between the independent directors and the Executive Chair of the Board, serve as chair of executive sessions of the independent directors, and have such additional responsibilities as in the Company's Corporate Governance Guidelines.ライブニュース • Jun 10ESAB Expands Into Inspection Sector With Completion of Eddyfi Technologies AcquisitionESAB Corporation has completed its acquisition of Quebec-based Eddyfi Technologies, a provider of advanced inspection and monitoring technologies. The deal marks ESAB’s entry into the inspection and monitoring sector, adding non-destructive testing instrumentation and solutions used across aerospace, energy, mining, power generation and transportation. Management highlighted that combining Eddyfi’s technology with ESAB’s global reach is intended to create a comprehensive offering spanning fabrication, inspection and monitoring workflows, in line with ESAB’s goal to expand into higher-margin, less cyclical areas. This move shifts ESAB further into software and technology-heavy inspection and monitoring services, which may change the mix of its revenue and earnings over time compared with its traditional fabrication-focused business. Investors may want to watch how ESAB integrates Eddyfi’s operations and culture, and how quickly the company can build out cross-selling between its existing customer base and Eddyfi’s end markets.最新情報をもっと見るRecent updatesナラティブの更新 • Jun 26ESAB: Eddyfi Acquisition And Industrial Cycle Upside Will Support Higher P/EESAB'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.Upcoming Dividend • Jun 25Upcoming dividend of US$0.12 per shareEligible shareholders must have bought the stock before 02 July 2026. Payment date: 17 July 2026. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (1.0%).ライブニュース • Jun 18ESAB Stock Rallies After Eddyfi Acquisition and Dividend Hike Boost OutlookESAB Corporation has completed its acquisition of Quebec-based Eddyfi Technologies, a provider of advanced inspection, monitoring and non-destructive testing solutions. The deal brings ESAB into the inspection and monitoring market and expands its offerings for industries such as aerospace, energy, mining, power generation and transportation. Following the announcement, ESAB’s shares experienced volatility, touching a 52-week low before rebounding, and the company also announced a 20% increase in its quarterly dividend. The combination of Eddyfi’s technology with ESAB’s global reach positions ESAB to offer more integrated fabrication, inspection and monitoring workflows across a wide range of industrial customers. Investors may want to watch for the updated full-year guidance at the next earnings call, where management plans to outline Eddyfi’s expected contributions and how the higher-margin, less cyclical profile and higher dividend fit into ESAB’s long-term plan.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$103, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Machinery industry in the US. Total returns to shareholders of 61% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$46.69 per share.お知らせ • Jun 12ESAB Corporation Announces Board Appointments, Effective June 10, 2026On June 10, 2026, ESAB Corporation appointed Mitchell P. Rales as Executive Chair of the Board of Directors, effective as of June 10, 2026. As Executive Chair, Mr. Rales will remain Chairman of the Board and continue working with Mr. Kambeyanda on ESAB’s ongoing growth, building on the partnership they have established to continue the Company’s transformation. Mr. Rales has been instrumental in the Company's growth and evolution since he joined the Board and was appointed Chairman in April 2022. The Board also appointed Rhonda Jordan as Lead Independent Director of the Board, effective as of June 10, 2026. The Lead Independent Director will coordinate the activities of the independent directors, serve as liaison between the independent directors and the Executive Chair of the Board, serve as chair of executive sessions of the independent directors, and have such additional responsibilities as in the Company's Corporate Governance Guidelines.ライブニュース • Jun 10ESAB Expands Into Inspection Sector With Completion of Eddyfi Technologies AcquisitionESAB Corporation has completed its acquisition of Quebec-based Eddyfi Technologies, a provider of advanced inspection and monitoring technologies. The deal marks ESAB’s entry into the inspection and monitoring sector, adding non-destructive testing instrumentation and solutions used across aerospace, energy, mining, power generation and transportation. Management highlighted that combining Eddyfi’s technology with ESAB’s global reach is intended to create a comprehensive offering spanning fabrication, inspection and monitoring workflows, in line with ESAB’s goal to expand into higher-margin, less cyclical areas. This move shifts ESAB further into software and technology-heavy inspection and monitoring services, which may change the mix of its revenue and earnings over time compared with its traditional fabrication-focused business. Investors may want to watch how ESAB integrates Eddyfi’s operations and culture, and how quickly the company can build out cross-selling between its existing customer base and Eddyfi’s end markets.Major Estimate Revision • Jun 05Consensus EPS estimates fall by 11%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$2.93b to US$3.07b. EPS estimate fell from US$4.99 to US$4.43 per share. Net income forecast to grow 36% next year vs 26% growth forecast for Machinery industry in the US. Consensus price target of US$136 unchanged from last update. Share price fell 4.8% to US$87.95 over the past week.Seeking Alpha • Jun 05ESAB Corporation: An Upgrade Is Becoming A Real PossibilitySummary ESAB Corporation remains rated 'hold' despite a 21% stock decline and ongoing revenue growth driven by acquisitions. Management projects 2026 sales growth of 6–9%, with 4% from acquisitions and 2–4% organic, despite recent organic revenue weakness. Profitability is mixed: Q1 2026 net profit fell to $47.6M, but EBITDA rose to $136.6M and full-year EBITDA is guided to $575–595M. ESAB trades at the cheaper end of peers, but valuation is not yet compelling enough for a bullish upgrade; a further 10% price drop could change this. Read the full article on Seeking Alphaお知らせ • Jun 03ESAB Corporation announced that it has received $317.98507 million in fundingOn June 1, 2026, ESAB Corporation has closed the transaction. The preferred shares are convertible into common shares of the company at a conversion rate of Minimum 7.1806 and number of shares 1,256,605 and Maximum 8.2576 and number of shares 1,445,080. The Series A Mandatory Convertible Preferred Stock does not have a maturity date but will mandatorily convert into shares of the Company’s Common Stock on the mandatory conversion date, approximately three years after the initial issue date. Cumulative cash dividends on the Series A Mandatory Convertible Preferred Stock will be payable at a rate of 6.50% per annum (equivalent to $65.00 per annum per share), quarterly in arrears, when, as and if declared by the Company’s board of directors.お知らせ • Jun 02ESAB Corporation (NYSE:ESAB) completed the acquisition of Eddyfi Technologies from Novacap Management Inc., CDP Investissements Inc., INVESTISSEMENTS FLORIAN HARDY INC., PLACEMENTS MSR INC, 3ALPHA CAPITAL INC and others.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. Goldman Sachs Canada, Inc. acted as a financial advisor for Eddyfi Technologies. ESAB Corporation (NYSE:ESAB) completed the acquisition of Eddyfi Technologies from Novacap Management Inc., CDP Investissements Inc., INVESTISSEMENTS FLORIAN HARDY INC., PLACEMENTS MSR INC, 3ALPHA CAPITAL INC and others on June 2, 2026.ライブニュース • May 29ESAB Faces Major Legal Uncertainty After South Carolina Court Ruling on Asbestos LiabilitySouth Carolina’s Supreme Court issued a decision in Tibbs v. Asbestos Corp. Limited that allows claims to continue seeking to hold Cape Intermediate Holdings Limited liable for historical raw asbestos sales. The ruling clears the way for a trial in which a court-appointed receiver is attempting to hold ESAB Corp. responsible for asbestos liabilities through veil-piercing theories linked to Cape Intermediate Holdings. If ESAB is ultimately found responsible for these asbestos liabilities, the company faces what has been described as an existential problem. This development puts legal risk front and center for ESAB, since the outcome of the veil-piercing trial could materially affect its financial obligations and overall corporate structure. Investors may want to pay close attention to the progress of this case, any disclosures from ESAB about potential liability ranges, and how the company addresses this risk in future filings and communications.分析記事 • May 14ESAB's (NYSE:ESAB) Soft Earnings Don't Show The Whole PictureThe most recent earnings report from ESAB Corporation ( NYSE:ESAB ) was disappointing for shareholders. While the...Declared Dividend • May 13First quarter dividend increased to US$0.12Dividend of US$0.12 is 20% higher than last year. Ex-date: 2nd July 2026 Payment date: 17th July 2026 Dividend yield will be 0.5%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 10%. Cash payout ratio: 11%.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.Buy Or Sell Opportunity • May 11Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to US$101. The fair value is estimated to be US$126, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 7.9%. Revenue is forecast to grow by 6.1% in 2 years. Earnings are forecast to grow by 72% in the next 2 years.Reported Earnings • May 07First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$0.82 (down from US$1.15 in 1Q 2025). Revenue: US$745.6m (up 9.9% from 1Q 2025). Net income: US$50.2m (down 28% from 1Q 2025). Profit margin: 6.7% (down from 10% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) missed analyst estimates by 37%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.New Risk • May 07New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 13% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.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ナラティブの更新 • Apr 07ESAB: Q4 Execution And 2026 Plan Will Support Higher P/EESAB'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.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.Upcoming Dividend • Mar 26Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 02 April 2026. Payment date: 17 April 2026. Payout ratio is a comfortable 9.2% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (1.2%).ナラティブの更新 • Mar 23ESAB: Q4 Execution And 2026 Outlook Will Support Higher P/E MultipleThe 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.ナラティブの更新 • Mar 09ESAB: Q4 Execution And 2026 Outlook Should Support Higher Earnings MultipleThe 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.Buy Or Sell Opportunity • Mar 05Now 20% undervaluedOver the last 90 days, the stock has risen 2.5% to US$113. The fair value is estimated to be US$143, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 7.5% in 2 years. Earnings are forecast to grow by 51% in the next 2 years.Declared Dividend • Mar 02Fourth quarter dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 2nd April 2026 Payment date: 17th April 2026 Dividend yield will be 0.3%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 9%. Cash payout ratio: 11%.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.Recent Insider Transactions Derivative • Feb 24President notifies of intention to sell stockShyam Kambeyanda intends to sell 59k shares in the next 90 days after lodging an Intent To Sell Form on the 23rd of February. If the sale is conducted around the recent share price of US$130, it would amount to US$7.7m. For the year to December 2019, Shyam's total compensation was 13% salary and 87% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Shyam's direct individual holding has increased from 68.09k shares to 99.86k. Company insiders have collectively sold US$6.5m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Feb 23ESAB: Future Earnings Power Should Support Higher Multiple Despite Mixed Street RevisionsAnalysts 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.Reported Earnings • Feb 22Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$4.14 (down from US$4.73 in FY 2024). Revenue: US$2.84b (up 3.7% from FY 2024). Net income: US$251.4m (down 12% from FY 2024). Profit margin: 8.8% (down from 10% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions Derivative • Feb 10Executive VP & CFO notifies of intention to sell stockKevin Johnson intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of February. If the sale is conducted around the recent share price of US$135, it would amount to US$470k. Since March 2025, Kevin's direct individual holding has increased from 14.53k shares to 26.40k. Company insiders have collectively sold US$7.7m more than they bought, via options and on-market transactions in the last 12 months.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$134, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 23x in the Machinery industry in the US. Total returns to shareholders of 127% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$128 per share.Recent Insider Transactions Derivative • Feb 07Executive VP & CFO notifies of intention to sell stockKevin Johnson intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of February. If the sale is conducted around the recent share price of US$135, it would amount to US$470k. Since March 2025, Kevin's direct individual holding has increased from 14.53k shares to 26.40k. Company insiders have collectively sold US$7.7m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Feb 06ESAB: Shares Should Reprice Higher As Earnings Power Supports Modest Multiple ExpansionAnalysts 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.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.ナラティブの更新 • Jan 20ESAB: Shares Will Rise As Margin Upside Supports Raised Earnings GuidanceAnalysts 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.分析記事 • Jan 09ESAB Corporation's (NYSE:ESAB) Popularity With Investors Is ClearWith a price-to-earnings (or "P/E") ratio of 26.4x ESAB Corporation ( NYSE:ESAB ) may be sending bearish signals at the...ナラティブの更新 • Jan 06ESAB: Shares Will Rise As Raised Guidance Supports Stronger Future OutlookAnalysts 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).Upcoming Dividend • Dec 24Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 31 December 2025. Payment date: 16 January 2026. Payout ratio is a comfortable 8.0% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (1.3%).Buy Or Sell Opportunity • Dec 18Now 20% undervaluedOver the last 90 days, the stock has risen 2.9% to US$113. The fair value is estimated to be US$142, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.ナラティブの更新 • Dec 15ESAB: Shares Will Rise As Earnings Guidance Improves For Coming YearAnalysts 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).Declared Dividend • Dec 08Third quarter dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 31st December 2025 Payment date: 16th January 2026 Dividend yield will be 0.3%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 8%. Cash payout ratio: 10%.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.Buy Or Sell Opportunity • Dec 02Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.7% to US$110. The fair value is estimated to be US$140, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.ナラティブの更新 • Dec 01ESAB: Shares Will Climb On Accelerating Growth In Emerging MarketsAnalysts 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.ナラティブの更新 • Nov 17ESAB: Shares Will Recover As Emerging Market Strength Drives TurnaroundAnalysts 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.Buy Or Sell Opportunity • Nov 04Now 21% undervaluedOver the last 90 days, the stock has risen 2.2% to US$112. The fair value is estimated to be US$142, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.ナラティブの更新 • Nov 01ESAB: Momentum In India And Middle East Will Drive Share Price RecoveryESAB'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.Reported Earnings • Oct 30Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$1.05 (down from US$1.14 in 3Q 2024). Revenue: US$727.8m (up 8.1% from 3Q 2024). Net income: US$63.7m (down 7.9% from 3Q 2024). Profit margin: 8.7% (down from 10% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) missed analyst estimates by 28%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.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%.ナラティブの更新 • Oct 18Asia-Pacific And Middle East Markets Will Drive Automation DemandAnalysts 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.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ナラティブの更新 • Oct 04Asia-Pacific And Middle East Markets Will Drive Automation DemandESAB’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.Upcoming Dividend • Sep 29Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 03 October 2025. Payment date: 17 October 2025. Payout ratio is a comfortable 7.4% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (1.5%).分析記事 • Sep 23ESAB (NYSE:ESAB) Ticks All The Boxes When It Comes To Earnings GrowthInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Declared Dividend • Sep 15Second quarter dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 3rd October 2025 Payment date: 17th October 2025 Dividend yield will be 0.3%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 7%. Cash payout ratio: 9%.Buy Or Sell Opportunity • Sep 12Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to US$110. The fair value is estimated to be US$139, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.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.Recent Insider Transactions Derivative • Sep 10Insider exercised options and sold US$512k worth of stockOn the 5th of September, Michele Campion exercised 10.54k options at around US$41.79, then sold 7k of the shares acquired at an average of US$111 per share and kept the remainder. Since March 2025, Michele's direct individual holding has increased from 4.20k shares to 9.84k. Company insiders have collectively sold US$12m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Sep 08A 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...Recent Insider Transactions Derivative • Aug 07President of Fabrication Technology exercised options and sold US$388k worth of stockOn the 31st of July, Olivier Biebuyck exercised 4k options at a strike price of around US$46.94 and sold these shares for an average price of US$135 per share. This trade did not impact their existing holding. Since December 2024, Olivier's direct individual holding has increased from 5.99k shares to 14.99k. Company insiders have collectively sold US$12m more than they bought, via options and on-market transactions in the last 12 months.Buy Or Sell Opportunity • Aug 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to US$109. The fair value is estimated to be US$137, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.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)%.分析記事 • Jul 24There's Reason For Concern Over ESAB Corporation's (NYSE:ESAB) PriceESAB Corporation's ( NYSE:ESAB ) price-to-earnings (or "P/E") ratio of 27.2x might make it look like a sell right now...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分析記事 • Jul 09ESAB (NYSE:ESAB) Shareholders Will Want The ROCE Trajectory To ContinueTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...Upcoming Dividend • Jun 26Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 03 July 2025. Payment date: 18 July 2025. Payout ratio is a comfortable 6.6% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (1.6%).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.Recent Insider Transactions Derivative • May 16President exercised options and sold US$1.4m worth of stockOn the 12th of May, Shyam Kambeyanda exercised options to acquire 11k shares at no cost and sold these for an average price of US$129 per share. This trade did not impact their existing holding. For the year to December 2019, Shyam's total compensation was 13% salary and 87% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Shyam's direct individual holding has increased from 53.90k shares to 68.09k. Company insiders have collectively sold US$11m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • May 12First quarter dividend increased to US$0.10Dividend of US$0.10 is 25% higher than last year. Ex-date: 3rd July 2025 Payment date: 18th July 2025 Dividend yield will be 0.3%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 7%. Cash payout ratio: 7%.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.Reported Earnings • May 02First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: US$1.15 (up from US$1.01 in 1Q 2024). Revenue: US$678.1m (down 1.7% from 1Q 2024). Net income: US$70.1m (up 15% from 1Q 2024). Profit margin: 10% (up from 8.8% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 5.3%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.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)%.Seeking Alpha • Apr 28ESAB Corporation: Exercising Caution With Earnings On The HorizonSummary 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 Alpha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.Upcoming Dividend • Mar 28Upcoming dividend of US$0.08 per shareEligible shareholders must have bought the stock before 04 April 2025. Payment date: 17 April 2025. Payout ratio is a comfortable 6.3% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (1.7%).Declared Dividend • Mar 03Fourth quarter dividend of US$0.08 announcedShareholders will receive a dividend of US$0.08. Ex-date: 4th April 2025 Payment date: 17th April 2025 Dividend yield will be 0.3%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 6%.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.Recent Insider Transactions Derivative • Feb 21President exercised options and sold US$1.1m worth of stockOn the 18th of February, Shyam Kambeyanda exercised options to acquire 8k shares at no cost and sold these for an average price of US$132 per share. This trade did not impact their existing holding. For the year to December 2019, Shyam's total compensation was 13% salary and 87% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Shyam's direct individual holding has decreased from 72.16k shares to 53.90k. Company insiders have collectively sold US$10m more than they bought, via options and on-market transactions in the last 12 months.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%.Reported Earnings • Feb 20Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$4.73 (up from US$3.59 in FY 2023). Revenue: US$2.74b (down 1.2% from FY 2023). Net income: US$287.2m (up 33% from FY 2023). Profit margin: 11% (up from 7.8% in FY 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.8%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Machinery industry in the US.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, 2025Declared Dividend • Dec 20Third quarter dividend of US$0.08 announcedShareholders will receive a dividend of US$0.08. Ex-date: 31st December 2024 Payment date: 17th January 2025 Dividend yield will be 0.2%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 6%.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.株主還元ESABUS MachineryUS 市場7D2.1%0.7%0.3%1Y-20.5%48.1%19.9%株主還元を見る業界別リターン: ESAB過去 1 年間で48.1 % の収益を上げたUS Machinery業界を下回りました。リターン対市場: ESABは、過去 1 年間で19.9 % のリターンを上げたUS市場を下回りました。価格変動Is ESAB's price volatile compared to industry and market?ESAB volatilityESAB Average Weekly Movement7.9%Machinery Industry Average Movement6.7%Market Average Movement7.3%10% most volatile stocks in US Market16.8%10% least volatile stocks in US Market3.1%安定した株価: ESAB 、 US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: ESABの 週次ボラティリティ ( 8% ) 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や機器の処方、開発、製造、供給に従事しています。独立系代理店や直販業者を通じて製品を提供。欧州、アジア太平洋、南米、中東で事業を展開。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。ESAB 基礎統計学時価総額US$5.98b収益（TTM）US$231.52m売上高(TTM)US$2.91b25.9xPER（株価収益率2.1xP/SレシオESAB 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ESAB 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%ESAB 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ESAB 配当は確実ですか？ESAB 配当履歴とベンチマークを見るESAB 、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1 day配当支払日までの日数16 daysESAB 配当は確実ですか？ESAB 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2026/06/30 01:07終値2026/06/30 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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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 5 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。12 アナリスト機関Mircea DobreBairdSherif El-SabbahyBofA Global ResearchChristopher DankertD.A. Davidson & Co.9 その他のアナリストを表示
ナラティブの更新 • Jun 26ESAB: Eddyfi Acquisition And Industrial Cycle Upside Will Support Higher P/EESAB'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.
Upcoming Dividend • Jun 25Upcoming dividend of US$0.12 per shareEligible shareholders must have bought the stock before 02 July 2026. Payment date: 17 July 2026. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (1.0%).
ライブニュース • Jun 18ESAB Stock Rallies After Eddyfi Acquisition and Dividend Hike Boost OutlookESAB Corporation has completed its acquisition of Quebec-based Eddyfi Technologies, a provider of advanced inspection, monitoring and non-destructive testing solutions. The deal brings ESAB into the inspection and monitoring market and expands its offerings for industries such as aerospace, energy, mining, power generation and transportation. Following the announcement, ESAB’s shares experienced volatility, touching a 52-week low before rebounding, and the company also announced a 20% increase in its quarterly dividend. The combination of Eddyfi’s technology with ESAB’s global reach positions ESAB to offer more integrated fabrication, inspection and monitoring workflows across a wide range of industrial customers. Investors may want to watch for the updated full-year guidance at the next earnings call, where management plans to outline Eddyfi’s expected contributions and how the higher-margin, less cyclical profile and higher dividend fit into ESAB’s long-term plan.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$103, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Machinery industry in the US. Total returns to shareholders of 61% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$46.69 per share.
お知らせ • Jun 12ESAB Corporation Announces Board Appointments, Effective June 10, 2026On June 10, 2026, ESAB Corporation appointed Mitchell P. Rales as Executive Chair of the Board of Directors, effective as of June 10, 2026. As Executive Chair, Mr. Rales will remain Chairman of the Board and continue working with Mr. Kambeyanda on ESAB’s ongoing growth, building on the partnership they have established to continue the Company’s transformation. Mr. Rales has been instrumental in the Company's growth and evolution since he joined the Board and was appointed Chairman in April 2022. The Board also appointed Rhonda Jordan as Lead Independent Director of the Board, effective as of June 10, 2026. The Lead Independent Director will coordinate the activities of the independent directors, serve as liaison between the independent directors and the Executive Chair of the Board, serve as chair of executive sessions of the independent directors, and have such additional responsibilities as in the Company's Corporate Governance Guidelines.
ライブニュース • Jun 10ESAB Expands Into Inspection Sector With Completion of Eddyfi Technologies AcquisitionESAB Corporation has completed its acquisition of Quebec-based Eddyfi Technologies, a provider of advanced inspection and monitoring technologies. The deal marks ESAB’s entry into the inspection and monitoring sector, adding non-destructive testing instrumentation and solutions used across aerospace, energy, mining, power generation and transportation. Management highlighted that combining Eddyfi’s technology with ESAB’s global reach is intended to create a comprehensive offering spanning fabrication, inspection and monitoring workflows, in line with ESAB’s goal to expand into higher-margin, less cyclical areas. This move shifts ESAB further into software and technology-heavy inspection and monitoring services, which may change the mix of its revenue and earnings over time compared with its traditional fabrication-focused business. Investors may want to watch how ESAB integrates Eddyfi’s operations and culture, and how quickly the company can build out cross-selling between its existing customer base and Eddyfi’s end markets.
ナラティブの更新 • Jun 26ESAB: Eddyfi Acquisition And Industrial Cycle Upside Will Support Higher P/EESAB'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.
Upcoming Dividend • Jun 25Upcoming dividend of US$0.12 per shareEligible shareholders must have bought the stock before 02 July 2026. Payment date: 17 July 2026. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (1.0%).
ライブニュース • Jun 18ESAB Stock Rallies After Eddyfi Acquisition and Dividend Hike Boost OutlookESAB Corporation has completed its acquisition of Quebec-based Eddyfi Technologies, a provider of advanced inspection, monitoring and non-destructive testing solutions. The deal brings ESAB into the inspection and monitoring market and expands its offerings for industries such as aerospace, energy, mining, power generation and transportation. Following the announcement, ESAB’s shares experienced volatility, touching a 52-week low before rebounding, and the company also announced a 20% increase in its quarterly dividend. The combination of Eddyfi’s technology with ESAB’s global reach positions ESAB to offer more integrated fabrication, inspection and monitoring workflows across a wide range of industrial customers. Investors may want to watch for the updated full-year guidance at the next earnings call, where management plans to outline Eddyfi’s expected contributions and how the higher-margin, less cyclical profile and higher dividend fit into ESAB’s long-term plan.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$103, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Machinery industry in the US. Total returns to shareholders of 61% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$46.69 per share.
お知らせ • Jun 12ESAB Corporation Announces Board Appointments, Effective June 10, 2026On June 10, 2026, ESAB Corporation appointed Mitchell P. Rales as Executive Chair of the Board of Directors, effective as of June 10, 2026. As Executive Chair, Mr. Rales will remain Chairman of the Board and continue working with Mr. Kambeyanda on ESAB’s ongoing growth, building on the partnership they have established to continue the Company’s transformation. Mr. Rales has been instrumental in the Company's growth and evolution since he joined the Board and was appointed Chairman in April 2022. The Board also appointed Rhonda Jordan as Lead Independent Director of the Board, effective as of June 10, 2026. The Lead Independent Director will coordinate the activities of the independent directors, serve as liaison between the independent directors and the Executive Chair of the Board, serve as chair of executive sessions of the independent directors, and have such additional responsibilities as in the Company's Corporate Governance Guidelines.
ライブニュース • Jun 10ESAB Expands Into Inspection Sector With Completion of Eddyfi Technologies AcquisitionESAB Corporation has completed its acquisition of Quebec-based Eddyfi Technologies, a provider of advanced inspection and monitoring technologies. The deal marks ESAB’s entry into the inspection and monitoring sector, adding non-destructive testing instrumentation and solutions used across aerospace, energy, mining, power generation and transportation. Management highlighted that combining Eddyfi’s technology with ESAB’s global reach is intended to create a comprehensive offering spanning fabrication, inspection and monitoring workflows, in line with ESAB’s goal to expand into higher-margin, less cyclical areas. This move shifts ESAB further into software and technology-heavy inspection and monitoring services, which may change the mix of its revenue and earnings over time compared with its traditional fabrication-focused business. Investors may want to watch how ESAB integrates Eddyfi’s operations and culture, and how quickly the company can build out cross-selling between its existing customer base and Eddyfi’s end markets.
Major Estimate Revision • Jun 05Consensus EPS estimates fall by 11%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$2.93b to US$3.07b. EPS estimate fell from US$4.99 to US$4.43 per share. Net income forecast to grow 36% next year vs 26% growth forecast for Machinery industry in the US. Consensus price target of US$136 unchanged from last update. Share price fell 4.8% to US$87.95 over the past week.
Seeking Alpha • Jun 05ESAB Corporation: An Upgrade Is Becoming A Real PossibilitySummary ESAB Corporation remains rated 'hold' despite a 21% stock decline and ongoing revenue growth driven by acquisitions. Management projects 2026 sales growth of 6–9%, with 4% from acquisitions and 2–4% organic, despite recent organic revenue weakness. Profitability is mixed: Q1 2026 net profit fell to $47.6M, but EBITDA rose to $136.6M and full-year EBITDA is guided to $575–595M. ESAB trades at the cheaper end of peers, but valuation is not yet compelling enough for a bullish upgrade; a further 10% price drop could change this. Read the full article on Seeking Alpha
お知らせ • Jun 03ESAB Corporation announced that it has received $317.98507 million in fundingOn June 1, 2026, ESAB Corporation has closed the transaction. The preferred shares are convertible into common shares of the company at a conversion rate of Minimum 7.1806 and number of shares 1,256,605 and Maximum 8.2576 and number of shares 1,445,080. The Series A Mandatory Convertible Preferred Stock does not have a maturity date but will mandatorily convert into shares of the Company’s Common Stock on the mandatory conversion date, approximately three years after the initial issue date. Cumulative cash dividends on the Series A Mandatory Convertible Preferred Stock will be payable at a rate of 6.50% per annum (equivalent to $65.00 per annum per share), quarterly in arrears, when, as and if declared by the Company’s board of directors.
お知らせ • Jun 02ESAB Corporation (NYSE:ESAB) completed the acquisition of Eddyfi Technologies from Novacap Management Inc., CDP Investissements Inc., INVESTISSEMENTS FLORIAN HARDY INC., PLACEMENTS MSR INC, 3ALPHA CAPITAL INC and others.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. Goldman Sachs Canada, Inc. acted as a financial advisor for Eddyfi Technologies. ESAB Corporation (NYSE:ESAB) completed the acquisition of Eddyfi Technologies from Novacap Management Inc., CDP Investissements Inc., INVESTISSEMENTS FLORIAN HARDY INC., PLACEMENTS MSR INC, 3ALPHA CAPITAL INC and others on June 2, 2026.
ライブニュース • May 29ESAB Faces Major Legal Uncertainty After South Carolina Court Ruling on Asbestos LiabilitySouth Carolina’s Supreme Court issued a decision in Tibbs v. Asbestos Corp. Limited that allows claims to continue seeking to hold Cape Intermediate Holdings Limited liable for historical raw asbestos sales. The ruling clears the way for a trial in which a court-appointed receiver is attempting to hold ESAB Corp. responsible for asbestos liabilities through veil-piercing theories linked to Cape Intermediate Holdings. If ESAB is ultimately found responsible for these asbestos liabilities, the company faces what has been described as an existential problem. This development puts legal risk front and center for ESAB, since the outcome of the veil-piercing trial could materially affect its financial obligations and overall corporate structure. Investors may want to pay close attention to the progress of this case, any disclosures from ESAB about potential liability ranges, and how the company addresses this risk in future filings and communications.
分析記事 • May 14ESAB's (NYSE:ESAB) Soft Earnings Don't Show The Whole PictureThe most recent earnings report from ESAB Corporation ( NYSE:ESAB ) was disappointing for shareholders. While the...
Declared Dividend • May 13First quarter dividend increased to US$0.12Dividend of US$0.12 is 20% higher than last year. Ex-date: 2nd July 2026 Payment date: 17th July 2026 Dividend yield will be 0.5%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 10%. Cash payout ratio: 11%.
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.
Buy Or Sell Opportunity • May 11Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to US$101. The fair value is estimated to be US$126, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 7.9%. Revenue is forecast to grow by 6.1% in 2 years. Earnings are forecast to grow by 72% in the next 2 years.
Reported Earnings • May 07First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$0.82 (down from US$1.15 in 1Q 2025). Revenue: US$745.6m (up 9.9% from 1Q 2025). Net income: US$50.2m (down 28% from 1Q 2025). Profit margin: 6.7% (down from 10% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) missed analyst estimates by 37%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • May 07New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 13% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.
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
ナラティブの更新 • Apr 07ESAB: Q4 Execution And 2026 Plan Will Support Higher P/EESAB'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.
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.
Upcoming Dividend • Mar 26Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 02 April 2026. Payment date: 17 April 2026. Payout ratio is a comfortable 9.2% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (1.2%).
ナラティブの更新 • Mar 23ESAB: Q4 Execution And 2026 Outlook Will Support Higher P/E MultipleThe 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.
ナラティブの更新 • Mar 09ESAB: Q4 Execution And 2026 Outlook Should Support Higher Earnings MultipleThe 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.
Buy Or Sell Opportunity • Mar 05Now 20% undervaluedOver the last 90 days, the stock has risen 2.5% to US$113. The fair value is estimated to be US$143, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 7.5% in 2 years. Earnings are forecast to grow by 51% in the next 2 years.
Declared Dividend • Mar 02Fourth quarter dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 2nd April 2026 Payment date: 17th April 2026 Dividend yield will be 0.3%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 9%. Cash payout ratio: 11%.
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.
Recent Insider Transactions Derivative • Feb 24President notifies of intention to sell stockShyam Kambeyanda intends to sell 59k shares in the next 90 days after lodging an Intent To Sell Form on the 23rd of February. If the sale is conducted around the recent share price of US$130, it would amount to US$7.7m. For the year to December 2019, Shyam's total compensation was 13% salary and 87% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Shyam's direct individual holding has increased from 68.09k shares to 99.86k. Company insiders have collectively sold US$6.5m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Feb 23ESAB: Future Earnings Power Should Support Higher Multiple Despite Mixed Street RevisionsAnalysts 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.
Reported Earnings • Feb 22Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$4.14 (down from US$4.73 in FY 2024). Revenue: US$2.84b (up 3.7% from FY 2024). Net income: US$251.4m (down 12% from FY 2024). Profit margin: 8.8% (down from 10% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions Derivative • Feb 10Executive VP & CFO notifies of intention to sell stockKevin Johnson intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of February. If the sale is conducted around the recent share price of US$135, it would amount to US$470k. Since March 2025, Kevin's direct individual holding has increased from 14.53k shares to 26.40k. Company insiders have collectively sold US$7.7m more than they bought, via options and on-market transactions in the last 12 months.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$134, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 23x in the Machinery industry in the US. Total returns to shareholders of 127% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$128 per share.
Recent Insider Transactions Derivative • Feb 07Executive VP & CFO notifies of intention to sell stockKevin Johnson intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of February. If the sale is conducted around the recent share price of US$135, it would amount to US$470k. Since March 2025, Kevin's direct individual holding has increased from 14.53k shares to 26.40k. Company insiders have collectively sold US$7.7m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Feb 06ESAB: Shares Should Reprice Higher As Earnings Power Supports Modest Multiple ExpansionAnalysts 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.
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.
ナラティブの更新 • Jan 20ESAB: Shares Will Rise As Margin Upside Supports Raised Earnings GuidanceAnalysts 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.
分析記事 • Jan 09ESAB Corporation's (NYSE:ESAB) Popularity With Investors Is ClearWith a price-to-earnings (or "P/E") ratio of 26.4x ESAB Corporation ( NYSE:ESAB ) may be sending bearish signals at the...
ナラティブの更新 • Jan 06ESAB: Shares Will Rise As Raised Guidance Supports Stronger Future OutlookAnalysts 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).
Upcoming Dividend • Dec 24Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 31 December 2025. Payment date: 16 January 2026. Payout ratio is a comfortable 8.0% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (1.3%).
Buy Or Sell Opportunity • Dec 18Now 20% undervaluedOver the last 90 days, the stock has risen 2.9% to US$113. The fair value is estimated to be US$142, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
ナラティブの更新 • Dec 15ESAB: Shares Will Rise As Earnings Guidance Improves For Coming YearAnalysts 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).
Declared Dividend • Dec 08Third quarter dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 31st December 2025 Payment date: 16th January 2026 Dividend yield will be 0.3%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 8%. Cash payout ratio: 10%.
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.
Buy Or Sell Opportunity • Dec 02Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.7% to US$110. The fair value is estimated to be US$140, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
ナラティブの更新 • Dec 01ESAB: Shares Will Climb On Accelerating Growth In Emerging MarketsAnalysts 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.
ナラティブの更新 • Nov 17ESAB: Shares Will Recover As Emerging Market Strength Drives TurnaroundAnalysts 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.
Buy Or Sell Opportunity • Nov 04Now 21% undervaluedOver the last 90 days, the stock has risen 2.2% to US$112. The fair value is estimated to be US$142, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
ナラティブの更新 • Nov 01ESAB: Momentum In India And Middle East Will Drive Share Price RecoveryESAB'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.
Reported Earnings • Oct 30Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$1.05 (down from US$1.14 in 3Q 2024). Revenue: US$727.8m (up 8.1% from 3Q 2024). Net income: US$63.7m (down 7.9% from 3Q 2024). Profit margin: 8.7% (down from 10% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) missed analyst estimates by 28%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
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%.
ナラティブの更新 • Oct 18Asia-Pacific And Middle East Markets Will Drive Automation DemandAnalysts 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.
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
ナラティブの更新 • Oct 04Asia-Pacific And Middle East Markets Will Drive Automation DemandESAB’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.
Upcoming Dividend • Sep 29Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 03 October 2025. Payment date: 17 October 2025. Payout ratio is a comfortable 7.4% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (1.5%).
分析記事 • Sep 23ESAB (NYSE:ESAB) Ticks All The Boxes When It Comes To Earnings GrowthInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Declared Dividend • Sep 15Second quarter dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 3rd October 2025 Payment date: 17th October 2025 Dividend yield will be 0.3%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 7%. Cash payout ratio: 9%.
Buy Or Sell Opportunity • Sep 12Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to US$110. The fair value is estimated to be US$139, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
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.
Recent Insider Transactions Derivative • Sep 10Insider exercised options and sold US$512k worth of stockOn the 5th of September, Michele Campion exercised 10.54k options at around US$41.79, then sold 7k of the shares acquired at an average of US$111 per share and kept the remainder. Since March 2025, Michele's direct individual holding has increased from 4.20k shares to 9.84k. Company insiders have collectively sold US$12m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Sep 08A 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...
Recent Insider Transactions Derivative • Aug 07President of Fabrication Technology exercised options and sold US$388k worth of stockOn the 31st of July, Olivier Biebuyck exercised 4k options at a strike price of around US$46.94 and sold these shares for an average price of US$135 per share. This trade did not impact their existing holding. Since December 2024, Olivier's direct individual holding has increased from 5.99k shares to 14.99k. Company insiders have collectively sold US$12m more than they bought, via options and on-market transactions in the last 12 months.
Buy Or Sell Opportunity • Aug 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to US$109. The fair value is estimated to be US$137, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
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)%.
分析記事 • Jul 24There's Reason For Concern Over ESAB Corporation's (NYSE:ESAB) PriceESAB Corporation's ( NYSE:ESAB ) price-to-earnings (or "P/E") ratio of 27.2x might make it look like a sell right now...
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
分析記事 • Jul 09ESAB (NYSE:ESAB) Shareholders Will Want The ROCE Trajectory To ContinueTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Upcoming Dividend • Jun 26Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 03 July 2025. Payment date: 18 July 2025. Payout ratio is a comfortable 6.6% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (1.6%).
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.
Recent Insider Transactions Derivative • May 16President exercised options and sold US$1.4m worth of stockOn the 12th of May, Shyam Kambeyanda exercised options to acquire 11k shares at no cost and sold these for an average price of US$129 per share. This trade did not impact their existing holding. For the year to December 2019, Shyam's total compensation was 13% salary and 87% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Shyam's direct individual holding has increased from 53.90k shares to 68.09k. Company insiders have collectively sold US$11m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • May 12First quarter dividend increased to US$0.10Dividend of US$0.10 is 25% higher than last year. Ex-date: 3rd July 2025 Payment date: 18th July 2025 Dividend yield will be 0.3%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 7%. Cash payout ratio: 7%.
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.
Reported Earnings • May 02First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: US$1.15 (up from US$1.01 in 1Q 2024). Revenue: US$678.1m (down 1.7% from 1Q 2024). Net income: US$70.1m (up 15% from 1Q 2024). Profit margin: 10% (up from 8.8% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 5.3%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
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)%.
Seeking Alpha • Apr 28ESAB Corporation: Exercising Caution With Earnings On The HorizonSummary 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 Alpha
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.
Upcoming Dividend • Mar 28Upcoming dividend of US$0.08 per shareEligible shareholders must have bought the stock before 04 April 2025. Payment date: 17 April 2025. Payout ratio is a comfortable 6.3% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (1.7%).
Declared Dividend • Mar 03Fourth quarter dividend of US$0.08 announcedShareholders will receive a dividend of US$0.08. Ex-date: 4th April 2025 Payment date: 17th April 2025 Dividend yield will be 0.3%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 6%.
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.
Recent Insider Transactions Derivative • Feb 21President exercised options and sold US$1.1m worth of stockOn the 18th of February, Shyam Kambeyanda exercised options to acquire 8k shares at no cost and sold these for an average price of US$132 per share. This trade did not impact their existing holding. For the year to December 2019, Shyam's total compensation was 13% salary and 87% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Shyam's direct individual holding has decreased from 72.16k shares to 53.90k. Company insiders have collectively sold US$10m more than they bought, via options and on-market transactions in the last 12 months.
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%.
Reported Earnings • Feb 20Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$4.73 (up from US$3.59 in FY 2023). Revenue: US$2.74b (down 1.2% from FY 2023). Net income: US$287.2m (up 33% from FY 2023). Profit margin: 11% (up from 7.8% in FY 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.8%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Machinery industry in the US.
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
Declared Dividend • Dec 20Third quarter dividend of US$0.08 announcedShareholders will receive a dividend of US$0.08. Ex-date: 31st December 2024 Payment date: 17th January 2025 Dividend yield will be 0.2%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 6%.
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.
