ESAB Corporation

NYSE:ESAB 株式レポート

時価総額：US$5.6b

ESAB 将来の成長

Future 基準チェック /36

ESAB利益と収益がそれぞれ年間22.8%と3.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に15.6% 24.4%なると予測されています。

主要情報

22.8%

収益成長率

24.44%

EPS成長率

Machinery 収益成長16.3%
収益成長率3.6%
将来の株主資本利益率15.61%
アナリストカバレッジ

Good

最終更新日08 May 2026

今後の成長に関する最新情報

Recent updates

分析記事 • May 14

ESAB's (NYSE:ESAB) Soft Earnings Don't Show The Whole Picture

The most recent earnings report from ESAB Corporation ( NYSE:ESAB ) was disappointing for shareholders. While the...
ナラティブの更新 • Apr 07

ESAB: Q4 Execution And 2026 Plan Will Support Higher P/E

ESAB's revised fair value has edged down by about $2 to $145.78 as analysts fine tune their models around updated Q4 results, 2026 outlooks, and a mix of recent price target increases and trims across the Street. Analyst Commentary Recent Street updates present a mixed picture for ESAB, with several firms revising price targets around the latest Q4 results and updated 2026 outlook.
ナラティブの更新 • Mar 23

ESAB: Q4 Execution And 2026 Outlook Will Support Higher P/E Multiple

The analyst price target for ESAB has been raised by about $1 to $148.0, as analysts incorporate recent Q4 updates that include refreshed models, modestly higher assumed future P/E multiples, and slightly adjusted margin expectations. Analyst Commentary Recent research updates around the Q4 results show a mix of higher and lower price targets, with analysts revisiting their models, valuation assumptions, and margin profiles.
Seeking Alpha • Mar 16

ESAB Corporation: Welder With Ambitions

Summary ESAB Corporation shares have pulled back to $100 from $140 highs, driven by investor concerns over recent large acquisitions and increased leverage. The $1.45B Eddyfi Technologies acquisition adds high-margin, growing revenues but raises pro forma leverage to 3.4x EBITDA, with only incremental earnings accretion. Valuation multiples have compressed to 16-17x earnings, making ESAB more attractive, but elevated leverage and dilution warrant caution. I favor waiting for a further dip into the low $90s before initiating a position, balancing improved valuation against higher risk. Read the full article on Seeking Alpha
ナラティブの更新 • Mar 09

ESAB: Q4 Execution And 2026 Outlook Should Support Higher Earnings Multiple

The analyst price target for ESAB has been raised to $147.20 from $145.80, reflecting updated models after recent Q4 results and refreshed multi year outlooks from several firms. Analyst Commentary Recent Street research on ESAB shows a mix of optimism and caution, with several firms updating their models after the Q4 report and refreshed multi year outlooks.
ナラティブの更新 • Feb 23

ESAB: Future Earnings Power Should Support Higher Multiple Despite Mixed Street Revisions

Analysts have increased their blended fair value estimate for ESAB from $143.00 to $145.80. This reflects recent adjustments to price targets and assumptions around growth, margins, and future P/E across several firms.
ナラティブの更新 • Feb 06

ESAB: Shares Should Reprice Higher As Earnings Power Supports Modest Multiple Expansion

Analysts have nudged their price target for ESAB up by about $1, reflecting a blend of recent target hikes and trims across firms and updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent research on ESAB reflects a mix of optimism and caution, with several firms adjusting their price targets in both directions within a short window.
ナラティブの更新 • Jan 20

ESAB: Shares Will Rise As Margin Upside Supports Raised Earnings Guidance

Analysts have trimmed their price targets on ESAB by about $2, reflecting slightly lower assumptions for revenue growth and future P/E, partly offset by modestly higher profit margin expectations. Analyst Commentary Bullish Takeaways Bullish analysts view the modestly higher margin assumptions as a sign that ESAB may have more room to improve profitability than previously modeled, which supports a higher earnings base against the trimmed price target.
分析記事 • Jan 09

ESAB Corporation's (NYSE:ESAB) Popularity With Investors Is Clear

With a price-to-earnings (or "P/E") ratio of 26.4x ESAB Corporation ( NYSE:ESAB ) may be sending bearish signals at the...
ナラティブの更新 • Jan 06

ESAB: Shares Will Rise As Raised Guidance Supports Stronger Future Outlook

Analysts have inched their price target on ESAB higher to about US$141.73 from roughly US$141.55, reflecting small model tweaks to the discount rate, revenue growth, profit margin and expected future P/E assumptions. What's in the News ESAB raised its earnings guidance for 2025, with updated expectations that include total core sales growth of 4.5% to 5.5% and core organic sales growth of 1.0% (company guidance).
ナラティブの更新 • Dec 15

ESAB: Shares Will Rise As Earnings Guidance Improves For Coming Year

Analysts have nudged their price target for ESAB modestly higher to approximately $141.55 per share, reflecting slightly lower perceived risk and steady expectations for long term revenue growth, profit margins, and valuation multiples. What's in the News ESAB raised its 2025 earnings guidance, lifting expectations for total core sales growth to a range of 4.5% to 5.5%, and nudging its core organic sales growth outlook to 0.0% to 2.0% after previously guiding 1.5% to 3.5% total core sales growth and 1.0% core organic growth (Key Developments).
ナラティブの更新 • Dec 01

ESAB: Shares Will Climb On Accelerating Growth In Emerging Markets

Analysts have lowered their price target for ESAB slightly from $141.91 to $141.55. They cite short-term market pressure on shares while highlighting the company's advantageous exposure to rapidly growing emerging markets and a favorable competitive position.
ナラティブの更新 • Nov 17

ESAB: Shares Will Recover As Emerging Market Strength Drives Turnaround

Analysts have raised their fair value estimate for ESAB to $141.91 from $141.45 per share, citing improving growth prospects in emerging markets and what they perceive as an overreaction to recent earnings concerns. Analyst Commentary Recent research commentary on ESAB reflects a broadly optimistic outlook among market watchers, with updated ratings and price targets highlighting the company’s exposure to fast-growing markets and its resilience in the face of recent share price volatility.
ナラティブの更新 • Nov 01

ESAB: Momentum In India And Middle East Will Drive Share Price Recovery

ESAB's analyst price target has increased modestly from $139.40 to $141.45. Analysts cite stronger expected revenue growth, resilient profit margins, and improving international market momentum as supporting factors for the upward revision.
ナラティブの更新 • Oct 18

Asia-Pacific And Middle East Markets Will Drive Automation Demand

Analysts have modestly raised ESAB's fair value estimate from $138.10 to $139.40. They cite ongoing market share gains in emerging markets and expectations for margin improvement, despite near-term revenue pressures.
ナラティブの更新 • Oct 04

Asia-Pacific And Middle East Markets Will Drive Automation Demand

ESAB’s analyst price target has been revised upward from $135.30 to $138.10 per share, as analysts highlight the company’s strong positioning in faster-growing emerging markets and anticipate sales growth and margin improvements, despite recent share volatility. Analyst Commentary Recent Street research offers a nuanced view of ESAB, with bullish analysts noting the company’s resilient positioning and potential for upside, while some remain mindful of valuation risks and execution headwinds.
分析記事 • Sep 23

ESAB (NYSE:ESAB) Ticks All The Boxes When It Comes To Earnings Growth

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 • Sep 08

A Look At The Fair Value Of ESAB Corporation (NYSE:ESAB)

Key Insights ESAB's estimated fair value is US$139 based on 2 Stage Free Cash Flow to Equity ESAB's US$118 share price...
分析記事 • Jul 24

There's Reason For Concern Over ESAB Corporation's (NYSE:ESAB) Price

ESAB Corporation's ( NYSE:ESAB ) price-to-earnings (or "P/E") ratio of 27.2x might make it look like a sell right now...
分析記事 • Jul 09

ESAB (NYSE:ESAB) Shareholders Will Want The ROCE Trajectory To Continue

To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
分析記事 • Jun 24

We Think ESAB (NYSE:ESAB) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • May 24

Here's Why ESAB (NYSE:ESAB) Has Caught The Eye Of Investors

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Seeking Alpha • Apr 28

ESAB Corporation: Exercising Caution With Earnings On The Horizon

Summary I downgraded ESAB Corporation to a ‘hold’ after its 60.5% rise, as further market-beating potential seemed limited, but shares continued to outperform. ESAB's mixed financial performance, with revenue declines due to foreign currency fluctuations but improved profitability, warrants a cautious approach. Management's optimistic 2025 outlook includes potential core organic revenue growth and improved earnings, but shares remain pricey compared to peers. Uncertainty in the broader economic environment and tariff impacts on material costs make ESAB's current pricing unattractive, justifying a ‘hold’ rating. Read the full article on Seeking Alpha
Seeking Alpha • Nov 30

ESAB Can Continue To Outperform

Summary ESAB Corporation's stock has risen over 35%, driven by improving growth outlook, strong execution, and potential M&As. The margin outlook is also positive driven by pricing increases, cost reductions, and a mix shift towards higher-margin equipment sales, with a target of 22%+ adjusted EBITDA margins by 2028. Trading at 23.84x FY25 EPS, ESAB is well-positioned for further P/E re-rating, making it a good buy given its growth prospects and solid execution. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:ESAB - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20283,2084504324923
12/31/20273,0453793994438
12/31/20262,9113293353778
4/3/20262,910232218272N/A
12/31/20252,843251213261N/A
10/3/20252,792274238290N/A
7/4/20252,738279258310N/A
4/4/20252,729295295346N/A
12/31/20242,741286304355N/A
9/27/20242,759272305351N/A
6/28/20242,767261310357N/A
3/29/20242,781244289337N/A
12/31/20232,775216282330N/A
9/29/20232,750217252300N/A
6/30/20232,689211228272N/A
3/31/20232,630200194236N/A
12/31/20222,593225174214N/A
9/30/20222,554206143182N/A
7/1/20222,539214133172N/A
4/1/20222,508235167204N/A
12/31/20212,428235215251N/A
12/31/20201,950157269309N/A
12/31/20192,247173N/A250N/A

アナリストによる今後の成長予測

収入対貯蓄率: ESABの予測収益成長率 (年間22.8% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: ESABの収益 ( 22.8% ) はUS市場 ( 16.8% ) よりも速いペースで成長すると予測されています。

高成長収益: ESABの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: ESABの収益 ( 3.6% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: ESABの収益 ( 3.6% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: ESABの 自己資本利益率 は、3年後には低くなると予測されています ( 15.6 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/15 19:48
終値2026/05/15 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

ESAB Corporation 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11

アナリスト機関
Mircea DobreBaird
Sherif El-SabbahyBofA Global Research
David RasoEvercore ISI