ESAB 경영진
경영진 기준 점검 3/4
ESAB CEO는 Shyam Kambeyanda, May2016 에 임명되었습니다 의 임기는 10.08 년입니다. 총 연간 보상은 $9.70M, 11.1% 급여 및 88.9% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $11.55M 가치에 해당하는 회사 주식의 0.21% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.2 년과 4.2 년입니다.
핵심 정보
Shyam Kambeyanda
최고경영자
US$9.7m
총 보수
| CEO 급여 비율 | 11.08% |
| CEO 재임 기간 | 10.1yrs |
| CEO 지분 보유율 | 0.2% |
| 경영진 평균 재임 기간 | 4.2yrs |
| 이사회 평균 재임 기간 | 4.2yrs |
최근 경영진 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...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 AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Apr 03 2026 | n/a | n/a | US$232m |
| Dec 31 2025 | US$10m | US$1m | US$251m |
| Oct 03 2025 | n/a | n/a | US$274m |
| Jul 04 2025 | n/a | n/a | US$279m |
| Apr 04 2025 | n/a | n/a | US$295m |
| Dec 31 2024 | US$8m | US$1m | US$286m |
| Sep 27 2024 | n/a | n/a | US$272m |
| Jun 28 2024 | n/a | n/a | US$261m |
| Mar 29 2024 | n/a | n/a | US$244m |
| Dec 31 2023 | US$8m | US$1m | US$216m |
| Sep 29 2023 | n/a | n/a | US$217m |
| Jun 30 2023 | n/a | n/a | US$211m |
| Mar 31 2023 | n/a | n/a | US$200m |
| Dec 31 2022 | US$9m | US$925k | US$225m |
| Sep 30 2022 | n/a | n/a | US$206m |
| Jul 01 2022 | n/a | n/a | US$214m |
| Apr 01 2022 | n/a | n/a | US$235m |
| Dec 31 2021 | US$4m | US$681k | US$235m |
| Dec 31 2020 | US$3m | US$576k | US$157m |
| Dec 31 2019 | US$3m | US$545k | US$173m |
보상 대 시장: Shyam의 총 보수(USD9.70M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.38M) 수준입니다.
보상과 수익: Shyam의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.
CEO
Shyam Kambeyanda (55 yo)
10.1yrs
재임 기간
US$9,695,542
보수
Mr. Shyam P. Kambeyanda serves as Independent Director of Veralto Corporation since September 30, 2023. He has been the Chief Executive Officer and President at ESAB Corporation since May 2016 and also has...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 10.1yrs | US$9.70m | 0.21% $ 11.5m | |
| Senior VP | 4.2yrs | US$2.26m | 0.033% $ 1.8m | |
| Senior VP & Chief Human Resources Officer | 4.2yrs | US$1.74m | 0.025% $ 1.4m | |
| President of Fabrication Technology | 5.2yrs | US$2.80m | 0.034% $ 1.9m | |
| Executive VP & CFO | less than a year | 데이터 없음 | 데이터 없음 | |
| VP, Chief Accounting Officer & Corporate Controller | less than a year | 데이터 없음 | 0.00082% $ 46.1k | |
| Vice President of Corporate Communications | 5.6yrs | 데이터 없음 | 데이터 없음 | |
| VP & GM of Gas Control | no data | 데이터 없음 | 데이터 없음 |
4.2yrs
평균 재임 기간
51.5yo
평균 나이
경험이 풍부한 관리: ESAB의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.2 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 4.2yrs | US$9.70m | 0.21% $ 11.5m | |
| Independent Chairman of the Board | 4.2yrs | US$370.00k | 5.91% $ 332.8m | |
| Independent Director | 4.2yrs | US$259.59k | 0% $ 0 | |
| Independent Director | 4.2yrs | US$260.00k | 0.014% $ 808.1k | |
| Independent Director | 4.2yrs | US$245.00k | 0.0055% $ 311.2k | |
| Independent Director | 4.2yrs | US$260.00k | 0.014% $ 770.4k | |
| Independent Director | 4.2yrs | US$245.00k | 0.0016% $ 89.5k | |
| Independent Director | 4.2yrs | US$245.00k | 0% $ 0 | |
| Independent Director | less than a year | 데이터 없음 | 0% $ 0 |
4.2yrs
평균 재임 기간
68yo
평균 나이
경험이 풍부한 이사회: ESAB의 이사회는 경험이 있음으로 간주됩니다(평균 재임 4.2 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/01 06:25 |
| 종가 | 2026/05/29 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 |
|
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| 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.
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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.
| 분석가 | 기관 |
|---|---|
| Mircea Dobre | Baird |
| Sherif El-Sabbahy | BofA Global Research |
| David Raso | Evercore ISI |