ESAB Corporation

NYSE:ESAB Voorraadrapport

Marktkapitalisatie: US$6.0b

ESAB Inkomsten in het verleden

Verleden criteriumcontroles 2/6

ESAB heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 8.6%, terwijl de Machinery-industrie de winst zag groeien met 8.6% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 4.7%. Het rendement op eigen vermogen van ESAB is 11.7%, en het heeft een nettomarge van 8.8%.

Belangrijke informatie

8.62%

Groei van de winst

8.38%

Groei van de winst per aandeel

Machinery Groei van de industrie8.77%
Inkomstengroei4.68%
Rendement op eigen vermogen11.72%
Nettomarge8.84%
Volgende winstupdate07 May 2026

Recente prestatie-updates uit het verleden

Recent updates

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.

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.

ESAB Corporation: Welder With Ambitions

Mar 16

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.

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.

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.

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.

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

Jan 09
ESAB Corporation's (NYSE:ESAB) Popularity With Investors Is Clear

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).

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).

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.

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.

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.

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.

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.

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

Sep 23
ESAB (NYSE:ESAB) Ticks All The Boxes When It Comes To Earnings Growth

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

Sep 08
A Look At The Fair Value Of ESAB Corporation (NYSE:ESAB)

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

Jul 24
There's Reason For Concern Over ESAB Corporation's (NYSE:ESAB) Price

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

Jul 09
ESAB (NYSE:ESAB) Shareholders Will Want The ROCE Trajectory To Continue

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

Jun 24
We Think ESAB (NYSE:ESAB) Can Stay On Top Of Its Debt

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

May 24
Here's Why ESAB (NYSE:ESAB) Has Caught The Eye Of Investors

Is There Now An Opportunity In ESAB Corporation (NYSE:ESAB)?

May 09
Is There Now An Opportunity In ESAB Corporation (NYSE:ESAB)?

ESAB Corporation: Exercising Caution With Earnings On The Horizon

Apr 28

ESAB Can Continue To Outperform

Nov 30
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Innovations And Calculated Acquisitions Set To Propel Revenue And Expand Margins

Focusing on Gen Z engagement and workforce development through nonprofit partnerships can enhance brand loyalty and market share.

ESAB Corporation: A Respectful Downgrade After A Great Run Higher

Aug 22

ESAB: Good Execution, Strength In Emerging Markets And Accretive M&A Make Me Bullish

Aug 13

Opbrengsten en kosten

Hoe ESAB geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.


Inkomsten en omzetgeschiedenis

NYSE:ESAB Opbrengsten, kosten en inkomsten (USD Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
31 Dec 252,84325149444
03 Oct 252,79227450641
04 Jul 252,73827950440
04 Apr 252,72929549639
31 Dec 242,74128649639
27 Sep 242,75927248840
28 Jun 242,76726148840
29 Mar 242,78124449239
31 Dec 232,77521649739
29 Sep 232,75021750037
30 Jun 232,68921147636
31 Mar 232,63020045936
31 Dec 222,59322544436
30 Sep 222,55420646138
01 Jul 222,53921445539
01 Apr 222,50823543640
31 Dec 212,42823542640
31 Dec 201,95015738135
31 Dec 192,24717344432

Kwaliteitswinsten: ESAB heeft hoge kwaliteitsinkomsten.

Groeiende winstmarge: De huidige netto winstmarges (8.8%) ESAB } zijn lager dan vorig jaar (10.4%).


Analyse vrije kasstroom versus winst


Analyse van de winstgroei in het verleden

Winsttrend: De winst van ESAB is de afgelopen 5 jaar met 8.6% 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 ( -12% ), waardoor het moeilijk is om te vergelijken met het branchegemiddelde Machinery ( 1.5% ).


Rendement op eigen vermogen

Hoge ROE: Het Rendement op eigen vermogen ( 11.7% ) 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

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/01 14:38
Aandelenkoers aan het einde van de dag2026/05/01 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

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.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* 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.

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