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ESAB

ESAB Corporation

ESAB

NYSE·Industrials·Manufacturing - Metal Fabrication·Mkt cap $5.7B

$92.78

-0.97%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$82.19 - $137.42

P/E

27.86

Fwd P/E

16.10

Beta

1.15

Div Yield

0.43%

Avg Vol

730.3K

Shares Out

60.9M

Mkt Cap

$5.7B

Price action

Price chart

Down 25.0% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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

Attractively priced below Industrial Machinery peer average

Momentum

Stable

-4.8% over 3m

Quality

Stable

Strong fundamentals

Dividend

Token

0.43% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Aug 5, 2026

Q2 26 RECAP

MAY 7, 2026

Reported EPS of $1.31 vs $1.32 consensus (-0.8% surprise). Revenue of $745.6M vs $706.7M expected (+5.5%).

EPS miss
Rev beat +5.5%

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-0.8%

Next: Aug 5, 2026

Revenue trend · last 8Q

-2%

+1%

+8%

+7%

+10%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$707.1M

$673.3M

$670.8M

$678.1M

$715.6M

$727.8M

$721.0M

$745.6M

Margins · last 8Q

Gross

Operating

Profit

6.4%

Wall Street consensus

4 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

4

100%

Hold

0%

Sell

0%

Median Price Target

$141.00

+52.0% vs $92.78

Low $140.00
Median $141.00
High $142.00

Latest: Stifel · $141.00 · May 8, 2026

3 analysts covering

vs Industry

How ESAB stacks vs Manufacturing - Metal Fabrication

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.