ESAB (ESAB) Stock Overview
Engages in the formulation, development, manufacture, and supply of consumable products and equipment for use in cutting, joining, automated welding, and gas control equipment. More details
| Snowflake Score | |
|---|---|
| Valuation | 6/6 |
| Future Growth | 3/6 |
| Past Performance | 1/6 |
| Financial Health | 2/6 |
| Dividends | 2/6 |
Rewards
Risk Analysis
ESAB Community Fair Values
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Analyst Price Targets
ESAB Corporation Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$70.69 |
| 52 Week High | US$137.42 |
| 52 Week Low | US$68.22 |
| Beta | 1.13 |
| 1 Month Change | -16.65% |
| 3 Month Change | -31.03% |
| 1 Year Change | -35.19% |
| 3 Year Change | -2.39% |
| 5 Year Change | n/a |
| Change since IPO | 41.38% |
Recent News & Updates
Seeking Alpha • Aug 18
ESAB: Some Cracks In The Welding Play
Summary ESAB's shares have declined from $140 to $85, compressing earnings multiples to 15-16x amid leverage concerns following the $1.45B Eddyfi acquisition. While the Eddyfi deal brings high-margin growth, it is initially dilutive and increases leverage, with pro forma net debt at $2.18B and leverage around 3.3x EBITDA. Full-year adjusted EPS guidance has been cut to $5.40-$5.50, below initial expectations, as organic growth and margins face pressure despite raised EBITDA guidance. Valuation is becoming more attractive; if shares approach $80, a 7% earnings yield could justify gradually initiating a position. Read the full article on Seeking Alpha
Narrative Update • Aug 12
ESAB: Eddyfi Acquisition And Industrial Cycle Upside Will Support Higher Earnings Quality
Analysts have adjusted their blended price target and implied fair value for ESAB slightly lower to $131.18 from $135.40. This change reflects updated assumptions for discount rate, revenue growth, profit margins, and future P/E after incorporating recent research around the Eddyfi acquisition and industrial demand outlook.Recent updates
Seeking Alpha • Aug 18
ESAB: Some Cracks In The Welding Play
Summary ESAB's shares have declined from $140 to $85, compressing earnings multiples to 15-16x amid leverage concerns following the $1.45B Eddyfi acquisition. While the Eddyfi deal brings high-margin growth, it is initially dilutive and increases leverage, with pro forma net debt at $2.18B and leverage around 3.3x EBITDA. Full-year adjusted EPS guidance has been cut to $5.40-$5.50, below initial expectations, as organic growth and margins face pressure despite raised EBITDA guidance. Valuation is becoming more attractive; if shares approach $80, a 7% earnings yield could justify gradually initiating a position. Read the full article on Seeking AlphaNarrative Update • Aug 12
ESAB: Eddyfi Acquisition And Industrial Cycle Upside Will Support Higher Earnings Quality
Analysts have adjusted their blended price target and implied fair value for ESAB slightly lower to $131.18 from $135.40. This change reflects updated assumptions for discount rate, revenue growth, profit margins, and future P/E after incorporating recent research around the Eddyfi acquisition and industrial demand outlook.Narrative Update • Jun 26
ESAB: Eddyfi Acquisition And Industrial Cycle Upside Will Support Higher P/E
ESAB's analyst price target has been updated from about $145.78 to $135.40 as analysts weigh slightly lower margin and P/E assumptions against a more constructive view on revenue growth and potential benefits from recent M&A and industrial cycle exposure. Analyst Commentary Recent commentary on ESAB highlights a mix of optimism around margin quality and acquisition benefits, alongside a more cautious stance on valuation and near term earnings risk tied to M&A and the industrial cycle.Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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).Narrative Update • 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).Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • May 09
Is There Now An Opportunity In ESAB Corporation (NYSE:ESAB)?
While ESAB Corporation ( NYSE:ESAB ) might not have the largest market cap around , it received a lot of attention from...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 AlphaAnalysis Article • Apr 08
ESAB Corporation's (NYSE:ESAB) Business Is Trailing The Market But Its Shares Aren't
ESAB Corporation's ( NYSE:ESAB ) price-to-earnings (or "P/E") ratio of 22.4x might make it look like a sell right now...Analysis Article • Mar 24
Here's Why ESAB (NYSE:ESAB) Can Manage Its Debt Responsibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analysis Article • Mar 09
Estimating The Intrinsic Value Of ESAB Corporation (NYSE:ESAB)
Key Insights Using the 2 Stage Free Cash Flow to Equity, ESAB fair value estimate is US$127 ESAB's US$122 share price...Analysis Article • Feb 18
ESAB (NYSE:ESAB) Might Have The Makings Of A Multi-Bagger
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Shareholder Returns
| ESAB | US Machinery | US Market | |
|---|---|---|---|
| 7D | -5.8% | -1.4% | -0.9% |
| 1Y | -35.2% | 28.9% | 13.9% |
Return vs Industry: ESAB underperformed the US Machinery industry which returned 28.9% over the past year.
Return vs Market: ESAB underperformed the US Market which returned 13.9% over the past year.
Price Volatility
| ESAB volatility | |
|---|---|
| ESAB Average Weekly Movement | 7.6% |
| Machinery Industry Average Movement | 6.0% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
Stable Share Price: ESAB has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: ESAB's weekly volatility (8%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1904 | 10,300 | Shyam Kambeyanda | www.esabcorporation.com |
ESAB Corporation engages in the formulation, development, manufacture, and supply of consumable products and equipment for use in cutting, joining, automated welding, and gas control equipment. It offers its products through independent distributors and direct salespeople. It operates in Europe, Asia Pacific, South America, and the Middle East.
ESAB Corporation Fundamentals Summary
| ESAB fundamental statistics | |
|---|---|
| Market cap | US$4.39b |
| Earnings (TTM) | US$197.70m |
| Revenue (TTM) | US$3.00b |
22.2x
P/E Ratio1.5x
P/S RatioIs ESAB overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| ESAB income statement (TTM) | |
|---|---|
| Revenue | US$3.00b |
| Cost of Revenue | US$1.89b |
| Gross Profit | US$1.11b |
| Other Expenses | US$911.72m |
| Earnings | US$197.70m |
Last Reported Earnings
Jul 03, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 3.18 |
| Gross Margin | 36.96% |
| Net Profit Margin | 6.59% |
| Debt/Equity Ratio | 92.8% |
How did ESAB perform over the long term?
See historical performance and comparisonDividends
0.7%
Current Dividend Yield13%
Payout RatioDoes ESAB pay a reliable dividends?
See ESAB dividend history and benchmarks| ESAB dividend dates | |
|---|---|
| Ex Dividend Date | Oct 02 2026 |
| Dividend Pay Date | Oct 16 2026 |
| Days until Ex dividend | 17 days |
| Days until Dividend pay date | 31 days |
Does ESAB pay a reliable dividends?
See ESAB dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/14 18:34 |
| End of Day Share Price | 2026/09/11 00:00 |
| Earnings | 2026/07/03 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
ESAB Corporation is covered by 12 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Mircea Dobre | Baird |
| Sherif El-Sabbahy | BofA Global Research |
| Christopher Dankert | D.A. Davidson & Co. |