ESAB CorpESAB
Price$67.11Intrinsic value$85.4627% above price

Financial Snapshot

Revenue, profitability, returns, debt, and capital allocation

Revenue $3B+9.5% YoYTTM through 3 Jul 2026
Net Income $172.5M-34.9% YoYTTM through 3 Jul 2026
Free Cash Flow $196.6MTTM through 3 Jul 2026

Margins

Current
Gross Margin36.9%
EBITDA Margin15.4%
Operating Margin14.5%
Net Margin5.8%

Returns

12.0%ROE
5.4%ROA
3.7%ROIC

Balance Sheet Health

Debt / Equity0.57x
Current Ratio1.90x
Net Debt$1B
Cash & Equivalents$217.5M

Quality Metrics

Altman Z-Score1.60
Piotroski F-Score3 / 9
FCF Margin6.5%
Rule of 409.1
Earnings-Beat Rate75.0%

Multi-Year Trend

Revenue
'20'21'22'23'24'25
FY2025: $2.8B
Diluted EPS$2.75TTM
'20'21'22'23'24'25
FY2025: $3.67

Dividend

$0.22Per share, FY20260.34%Yield

Capital Allocation

R&D Spend$49.2M
Capex Intensity2.1%

Segment Performance

SegmentRevenueYoYOutlook
Americas$1.1B-3.9%
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Faced headwinds in 2025 due to tariff impacts on North American Automation and Mexico volumes, partially offset by SUMIG acquisition contributions.

EMEA & APAC$1.7B+9.5%
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Delivered robust performance driven by high-growth markets, particularly India and the Middle East, alongside contributions from the EWM, Bavaria, DeltaP, and Aktiv acquisitions.

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AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.