ESAB Inkomsten in het verleden
Verleden criteriumcontroles 2/6
ESAB heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 5.9%, terwijl de Machinery-industrie de winst zag groeien met 8% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 1.9%. Het rendement op eigen vermogen van ESAB is 10.7%, en het heeft een nettomarge van 8%.
Belangrijke informatie
5.91%
Groei van de winst
5.62%
Groei van de winst per aandeel
| Machinery Groei van de industrie | 8.77% |
| Inkomstengroei | 1.88% |
| Rendement op eigen vermogen | 10.66% |
| Nettomarge | 7.96% |
| Laatste winstupdate | 03 Apr 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Analyseartikel • 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...
Narratiefupdate • 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.Narratiefupdate • 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 AlphaNarratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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 AlphaOpbrengsten en kosten
Opbrengsten en kosten
Hoe ESAB geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 03 Apr 26 | 2,910 | 232 | 525 | 46 |
| 31 Dec 25 | 2,843 | 251 | 494 | 44 |
| 03 Oct 25 | 2,792 | 274 | 506 | 41 |
| 04 Jul 25 | 2,738 | 279 | 504 | 40 |
| 04 Apr 25 | 2,729 | 295 | 494 | 39 |
| 31 Dec 24 | 2,741 | 286 | 496 | 39 |
| 27 Sep 24 | 2,759 | 272 | 488 | 40 |
| 28 Jun 24 | 2,767 | 261 | 488 | 40 |
| 29 Mar 24 | 2,781 | 244 | 492 | 39 |
| 31 Dec 23 | 2,775 | 216 | 497 | 39 |
| 29 Sep 23 | 2,750 | 217 | 500 | 37 |
| 30 Jun 23 | 2,689 | 211 | 476 | 36 |
| 31 Mar 23 | 2,630 | 200 | 459 | 36 |
| 31 Dec 22 | 2,593 | 225 | 444 | 36 |
| 30 Sep 22 | 2,554 | 206 | 461 | 38 |
| 01 Jul 22 | 2,539 | 214 | 455 | 39 |
| 01 Apr 22 | 2,508 | 235 | 436 | 40 |
| 31 Dec 21 | 2,428 | 235 | 426 | 40 |
| 31 Dec 20 | 1,950 | 157 | 381 | 35 |
| 31 Dec 19 | 2,247 | 173 | 444 | 32 |
Kwaliteitswinsten: ESAB heeft hoge kwaliteitsinkomsten.
Groeiende winstmarge: De huidige netto winstmarges (8%) ESAB } zijn lager dan vorig jaar (10.8%).
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: De winst van ESAB is de afgelopen 5 jaar met 5.9% per jaar gegroeid.
Versnelling van de groei: De winstgroei ESAB is het afgelopen jaar negatief geweest en kan daarom niet worden vergeleken met het 5-jarig gemiddelde.
Winst versus industrie: ESAB had het afgelopen jaar een negatieve winstgroei ( -21.4% ), waardoor het moeilijk is om te vergelijken met het branchegemiddelde Machinery ( 1.6% ).
Rendement op eigen vermogen
Hoge ROE: Het Rendement op eigen vermogen ( 10.7% ) van ESAB wordt als laag beschouwd.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/22 04:22 |
| Aandelenkoers aan het einde van de dag | 2026/05/22 00:00 |
| Inkomsten | 2026/04/03 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
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| Beheer | 10 jaar |
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| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
ESAB Corporation wordt gevolgd door 11 analisten. 8 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Mircea Dobre | Baird |
| Sherif El-Sabbahy | BofA Global Research |
| David Raso | Evercore ISI |