ESAB Corporation
ESAB
NYSE·Industrials·Industrial - Machinery·Mkt cap $4.6B
$75.02
▲ +0.43%
P/E
27.48
Mkt Cap
$4.6B
52-Wk Range
$73.21–$137.42
52-Week Range
$73.21 - $137.42
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 35.5% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Comprehensive product portfolio spanning consumables and equipment
- Strong brand recognition and distribution network
- Digital software and IoT capabilities for productivity enhancement
- Diversified end-market exposure reducing cyclical risk
Bear Case
1 risk
- Average volatility.
Growth
Stable outlook
Infrastructure investment and construction sector growth
Value
Undervalued - trading well below Industrial Machinery peers
Momentum
Weak
-14.7% over 3m
Quality
Stable
Solid business
Dividend
Modest
0.56% yield
Smart-money signal
Who's buying ESAB right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 4, 2026
AUG 6, 2026
Reported EPS of $1.33 vs $1.36 consensus (-2.2% surprise). Revenue of $807.6M vs $755.6M expected (+6.9%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-2.2%
Revenue trend · last 8Q
—
—
-2%
+1%
+8%
+7%
+10%
+13%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$673.3M
$670.8M
$678.1M
$715.6M
$727.8M
$721.0M
$745.6M
$807.6M
Margins · last 8Q
Gross
38.0%
Operating
9.8%
Profit
3.8%
Wall Street consensus
4 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: Roth Capital · Jul 7, 2026
vs Industry
How ESAB stacks vs Industrial - Machinery
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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