ESAB Gelecekteki Büyüme
Future kriter kontrolleri 3/6
ESAB kazanç ve gelirin sırasıyla yıllık 22.8% ve 3.6% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 24.4% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 15.6% olacağı tahmin edilmektedir.
Anahtar bilgiler
22.8%
Kazanç büyüme oranı
24.44%
EPS büyüme oranı
| Machinery kazanç büyümesi | 16.3% |
| Gelir büyüme oranı | 3.6% |
| Gelecekteki özkaynak getirisi | 15.61% |
| Analist kapsamı | Good |
| Son güncelleme | 08 May 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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 AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaKazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 3,208 | 450 | 432 | 492 | 3 |
| 12/31/2027 | 3,045 | 379 | 399 | 443 | 8 |
| 12/31/2026 | 2,911 | 329 | 335 | 377 | 8 |
| 4/3/2026 | 2,910 | 232 | 218 | 272 | N/A |
| 12/31/2025 | 2,843 | 251 | 213 | 261 | N/A |
| 10/3/2025 | 2,792 | 274 | 238 | 290 | N/A |
| 7/4/2025 | 2,738 | 279 | 258 | 310 | N/A |
| 4/4/2025 | 2,729 | 295 | 295 | 346 | N/A |
| 12/31/2024 | 2,741 | 286 | 304 | 355 | N/A |
| 9/27/2024 | 2,759 | 272 | 305 | 351 | N/A |
| 6/28/2024 | 2,767 | 261 | 310 | 357 | N/A |
| 3/29/2024 | 2,781 | 244 | 289 | 337 | N/A |
| 12/31/2023 | 2,775 | 216 | 282 | 330 | N/A |
| 9/29/2023 | 2,750 | 217 | 252 | 300 | N/A |
| 6/30/2023 | 2,689 | 211 | 228 | 272 | N/A |
| 3/31/2023 | 2,630 | 200 | 194 | 236 | N/A |
| 12/31/2022 | 2,593 | 225 | 174 | 214 | N/A |
| 9/30/2022 | 2,554 | 206 | 143 | 182 | N/A |
| 7/1/2022 | 2,539 | 214 | 133 | 172 | N/A |
| 4/1/2022 | 2,508 | 235 | 167 | 204 | N/A |
| 12/31/2021 | 2,428 | 235 | 215 | 251 | N/A |
| 12/31/2020 | 1,950 | 157 | 269 | 309 | N/A |
| 12/31/2019 | 2,247 | 173 | N/A | 250 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: ESAB 'nin tahmini kazanç büyümesi (yıllık 22.8% ) tasarruf oranının ( 3.5% ) üzerindedir.
Kazançlar ve Piyasa: ESAB şirketinin kazançlarının (yıllık 22.8% ) US pazarından (yıllık 16.8% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: ESAB şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.
Gelir ve Pazar: ESAB şirketinin gelirinin (yıllık 3.6% ) US pazarından (yıllık 11.7% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: ESAB şirketinin gelirinin (yıllık 3.6% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: ESAB 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 15.6 %).
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/15 23:34 |
| Gün Sonu Hisse Fiyatı | 2026/05/15 00:00 |
| Kazançlar | 2026/04/03 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
ESAB Corporation 11 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Mircea Dobre | Baird |
| Sherif El-Sabbahy | BofA Global Research |
| David Raso | Evercore ISI |