ESAB Corporation

NYSE:ESAB 주식 리포트

시가총액: US$5.5b

ESAB 향후 성장

Future 기준 점검 3/6

ESAB (는) 각각 연간 22.8% 및 3.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 24.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 15.6% 로 예상됩니다.

핵심 정보

22.8%

이익 성장률

24.44%

EPS 성장률

Machinery 이익 성장16.3%
매출 성장률3.6%
향후 자기자본이익률15.61%
애널리스트 커버리지

Good

마지막 업데이트08 May 2026

최근 향후 성장 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 Alpha
내러티브 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 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

이익 및 매출 성장 예측

NYSE:ESAB - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
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

애널리스트 향후 성장 전망

수입 대 저축률: ESAB 의 연간 예상 수익 증가율(22.8%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: ESAB 의 연간 수익(22.8%)이 US 시장(16.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: ESAB 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: ESAB 의 수익(연간 3.6%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: ESAB 의 수익(연간 3.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: ESAB의 자본 수익률은 3년 후 15.6%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/14 20:02
종가2026/05/14 00:00
수익2026/04/03
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
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시장 가격30년
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  • 배당, 분할 및 기타 조치
지분 구조10년
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경영진10년
  • 리더십 팀
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주요 개발10년
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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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.

분석가기관
Mircea DobreBaird
Sherif El-SabbahyBofA Global Research
David RasoEvercore ISI