Industrials
ESAB Corporation(ESAB)
Live Price
Offline$106.20
+7.07% today
1Y Change
-13.62%
Window
Jun 25, 2025 โ Jun 16, 2026
- Market Cap
- $5.92B
- Revenue Growth
- +3.7%
- EPS Growth
- -14.7%
- Dividend Yield
- 0.4%
Coverage: 245 bars ยท Jun 25, 2025 โ Jun 16, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
ESAB Corporation (ESAB) is a Industrials stock with a market cap of $5.92B and listed on NYSE. The stock last traded around $106.20 and down 13.6% across the available one-year price window (Jun 25, 2025 โ Jun 16, 2026). Baseline metrics include revenue growth of +3.7%, EPS growth of -14.7%, a dividend yield of 0.4%. What stands out right now is revenue +3.7%, EPS -14.7%, free cash flow -29.8% with operating margin 17.3% and ROIC 9.4%. The dividend is present but secondary, with a yield around 0.4%. Valuation is more restrained than many high-expectation growth names at P/E 26.1 and price/sales 2.1. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines ESAB price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Industrials peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
+3.7% vs +6.8% peer median
Operating Margin
Near sector median
+17.3% vs +16.9% peer median
P/E
Below sector median
26.1 vs 36.7 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 7, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at +3.7% and EPS is at -14.7%, with operating margin around 17.3%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 0.4%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -4.8% over the next 5 trading days and finished higher after 0 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 7, 2026 | โ | -1.4% | -11.0% | -14.1% |
2026 Feb 20, 2026 | +0.8% | -4.6% | -1.9% | -26.8% |
2025 Oct 29, 2025 | +3.9% | +3.3% | -1.6% | -2.1% |
Benchmark Edge
ESAB vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
ESAB
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
ESAB Max Drawdown
-38.50%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for ESAB and SPY.
Company Overview
ESAB Corporation
New York Stock Exchange
ESAB Corporation formulates, develops, manufactures, and supplies consumable products and equipment for use in cutting, joining, and automated welding, as well as gas control equipment. Its comprehensive range of welding consumables includes electrodes, cored and solid wires, and fluxes using a range of specialty and other materials; and cutting consumables, including electrodes, nozzles, shields, and tips. The company's fabrication technology equipment ranges from portable welding machines to large customized automated cutting and welding systems. It also offers a range of digital software and solutions to help its customers increase their productivity, remotely monitor their welding operations, and digitize their documentation. The company sells its products under the ESAB brand to various end markets, including general industry, construction, infrastructure, transportation, energy, renewable energy, and medical and life sciences. It offers its products through independent distributors and direct salespeople. ESAB Corporation was incorporated in 2021 and is based in Wilmington, Delaware.
- Leadership
- Shyam Kambeyanda
- IPO Date
- Mar 29, 2022
- Employees
- 8.0k
- Street Address
- 909 Rose Avenue
- Mailing
- North Bethesda, MD, 20852
- Region
- North Bethesda, MD, US
- Reporting Currency
- USD
- Investor Line
- 301-323-9099
- Last Updated
- Apr 28, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 26.1
- EV/EBITDA
- 14.4
- Price/Sales
- 2.1
- Price/Book
- 2.7
Growth
- Revenue
- +3.7%
- EPS
- -14.7%
- Free Cash Flow
- -29.8%
Profitability
- Gross Margin
- 35.5%
- Operating Margin
- 17.3%
- Net Margin
- 8.0%
- ROE
- 11.0%
- ROIC
- 9.4%
Balance Sheet
- Debt/Equity
- 0.66
- Current Ratio
- 1.90
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.