US · Industrials · Metal Fabrication
EPS came in at 1.30 against a street estimate of 1.33 — a miss of 2.3%.
Analysts rate ESAB Corp a strong buy (10 buy, 1 hold, 0 sell out of 11) with an average price target of $119.73.
CONFIDENT ESAB delivered record Q2 sales ($766M, +13% YoY) with 2.5% organic growth and closed DFI ahead of schedule. Equipment now 50%+ of revenue. FY26 guidance raised to $3.0–3.1B revenue, $615–625M EBITDA, reflecting DFI contribution and selective price recovery. Q2 2026 Middle East represents 7–8% of sales; conflict-driven disruptions expected transitory. Rebuild tailwinds anticipated post-conflict with ESAB products pre-specified. Analysts pressed organic growth durability amid price-cost tension and Middle East disruption; management emphasized sequential margin recovery, modest pricing power (2%→3%), and equipment/automation strength offsetting weakness. DFI SG&A efficiency questioned; leadership committed to growth investment first, then cost optimization via synergies. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| T. Rowe Price Associates, Inc. | 13.07% |
| T. Rowe Price Investment Management,Inc. | 12.26% |
| BlackRock Inc | 8.55% |
| Amvescap Plc. | 4.46% |
| Vanguard Capital Management, LLC | 4.20% |
| Vanguard Portfolio Management, LLC | 3.98% |
| Fidelity International Ltd | 3.77% |
| Capital Research Global Investors | 3.00% |
| Document | Date |
|---|---|
| Quarterly report · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 net sales were $824,521, up from $727,845 in the third quarter of 2025. • Nine-month net sales were $2,377,745 | 2026-11-04 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 sales reached a record $824.5 million, up 13.3% reported and 2.3% on a core organic basis versus Q3 2025. • Core organic | 2026-11-04 |
| Quarterly report · Q3 2026 ESAB CORPORATION - 10-Q SUMMARY (Q2 2026) HEADLINE NUMBERS • Net sales (6 months): $1,553.2 million vs $1,393.7 million prior year (+11.4%) • Net sa | 2026-08-06 |
| Results announced · Q3 2026 ESAB CORPORATION Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 sales: $808 million, up 12.9% reported, up 2.5% core organic • Net income from | 2026-08-06 |
| Board / officer change · Q2 2026 ESAB CORPORATION – FORM 8-K SUMMARY Date of Report: June 10, 2026 --- HEADLINE NUMBERS • Mitchell P. Rales Performance Option Award: 1,200,000 shar | 2026-06-12 |
| Acquisition completed · Q2 2026 ESAB CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Acquisition price: $1.45 billion in cash for Eddyfi Holding Inc. and related entities • Prefe | 2026-06-02 |
| Shareholder vote results · Q2 2026 ESAB CORPORATION – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held May 8, 2026 with three proposals submitted to stockholders • Total votes | 2026-05-12 |
| Quarterly report · Q2 2026 ESAB CORPORATION – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net sales Q1 2026: $745.6 million vs. $678.1 million Q1 2025 (+9.9%) • Net income attribu | 2026-05-07 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.12 / share ex-date Oct 2, 2026 · pay Oct 16, 2026 | 2026-10-02 |
| Dividend | $0.12 / share ex-date Jul 2, 2026 · pay Jul 17, 2026 | 2026-07-02 |
| Dividend | $0.10 / share ex-date Apr 2, 2026 · pay Apr 17, 2026 | 2026-04-02 |
| Dividend | $0.10 / share ex-date Dec 31, 2025 · pay Jan 16, 2026 | 2025-12-31 |
| Dividend | $0.10 / share ex-date Oct 3, 2025 · pay Oct 17, 2025 | 2025-10-03 |
| Announcement | Date |
|---|---|
| Offering $1 billion senior notes to fund Eddyfi acquisition ESAB Corporation announced plans to issue $1 billion in senior notes due in 2031 to finance the acquisition of Eddyfi Holding Inc., a Quebec-based company. The notes will be guaranteed by ES | 2026-03-12 |
| Agreed to acquire Eddyfi for $1.45 billion in cash ESAB Corporation announced it will acquire Eddyfi Holdings Inc. for $1.45 billion in cash. Eddyfi is a technology company in non-destructive testing and inspection solutions. ESAB's subsidia | 2026-02-02 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.