ESAB (ESAB) 주식 개요
ESAB Corporation은 절단, 접합, 자동 용접 및 가스 제어 장비에 사용되는 소모품 및 장비의 공식화, 개발, 제조 및 공급에 관여합니다. 자세히 보기
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Analyst Price Targets
ESAB Corporation 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$91.17 |
| 52주 최고가 | US$137.42 |
| 52주 최저가 | US$89.41 |
| 베타 | 1.2 |
| 1개월 변동 | -12.47% |
| 3개월 변동 | -32.38% |
| 1년 변동 | -28.93% |
| 3년 변동 | 52.25% |
| 5년 변동 | n/a |
| IPO 이후 변동 | 82.34% |
최근 뉴스 및 업데이트
Recent updates
분석 기사 • 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...
내러티브 업데이트 • 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.내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 AlphaSeeking 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 Alpha주주 수익률
| ESAB | US Machinery | US 시장 | |
|---|---|---|---|
| 7D | -11.0% | -0.4% | 1.1% |
| 1Y | -28.9% | 42.1% | 26.7% |
수익률 대 산업: ESAB은 지난 1년 동안 42.1%의 수익을 기록한 US Machinery 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: ESAB은 지난 1년 동안 26.7%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| ESAB volatility | |
|---|---|
| ESAB Average Weekly Movement | 6.9% |
| Machinery Industry Average Movement | 6.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: ESAB는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: ESAB의 주간 변동성(7%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1904 | 10,300 | Shyam Kambeyanda | www.esabcorporation.com |
ESAB Corporation은 절단, 접합, 자동 용접 및 가스 제어 장비에 사용되는 소모품 및 장비의 공식화, 개발, 제조 및 공급에 관여합니다. 독립 유통업체와 직접 판매원을 통해 제품을 제공합니다. 유럽, 아시아 태평양, 남미, 중동에서 사업을 운영하고 있습니다.
ESAB Corporation 기초 지표 요약
| ESAB 기초 통계 | |
|---|---|
| 시가총액 | US$5.54b |
| 순이익 (TTM) | US$231.52m |
| 매출 (TTM) | US$2.91b |
24.0x
주가수익비율(P/E)1.9x
주가매출비율(P/S)ESAB는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| ESAB 손익계산서 (TTM) | |
|---|---|
| 매출 | US$2.91b |
| 매출원가 | US$1.84b |
| 총이익 | US$1.07b |
| 기타 비용 | US$836.73m |
| 순이익 | US$231.52m |
최근 보고된 실적
Apr 03, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 3.80 |
| 총이익률 | 36.71% |
| 순이익률 | 7.96% |
| 부채/자본 비율 | 91.1% |
ESAB의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| ESAB 배당 일정 | |
|---|---|
| 배당락일 | Jul 02 2026 |
| 배당 지급일 | Jul 17 2026 |
| 배당락일까지 남은 일수 | 47 days |
| 배당 지급일까지 남은 일수 | 62 days |
ESAB는 안정적으로 배당을 지급합니까?
ESAB 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/14 16:51 |
| 종가 | 2026/05/14 00:00 |
| 수익 | 2026/04/03 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
ESAB Corporation는 11명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Mircea Dobre | Baird |
| Sherif El-Sabbahy | BofA Global Research |
| David Raso | Evercore ISI |