ESAB Corporation
ESAB
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- ESAB Corporation is well-positioned in the metal fabrication industry, benefiting from a strong revenue growth rate of 12.9% year-over-year.
- Revenue increased by 8% compared to the prior quarter, reaching $808 million.
- Gross margin improved to 38% from 36.9% in the previous quarter.
- The company's earnings growth has declined significantly, with a decrease of 54.1% year-over-year.
- The trailing P/E ratio stands at 22.38, indicating potential overvaluation compared to industry peers.
- Net income dropped to $32.354 million in the latest quarter, down from $47.644 million in the previous quarter.
Fundamentals
| Market cap | $4.03B | Enterprise value | $6.57B | Trailing P/E | 20.21 | Forward P/E | 10.03 |
| PEG | 0.67 | Price / book | 1.70 | Beta | 1.14 | Dividend yield | 0.74% |
| Revenue growth | 12.9% | Earnings growth | -54.1% | Gross margin | 37.0% | Operating margin | 12.0% |
| Profit margin | 5.7% | ROE | 8.7% | ROA | 5.0% | Debt / equity | 0.98 |
| Current ratio | 1.96 | Free cash flow | $146.13M | Analyst recommendation | strong_buy | Mean target | $124.18 |
| 52w high | $137.42 | 52w low | $62.74 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | |
|---|---|---|---|---|---|
| Revenue | $808M | $746M | $721M | $728M | $716M |
| Op margin | 12.0% | 13.5% | 14.4% | 15.2% | 15.4% |
| Net income | $32.4M | $47.6M | $37.7M | $54.8M | $66.9M |
| Gross margin | 38.0% | 36.9% | 35.8% | 37.0% | 37.2% |
| Gross profit | $307M | $275M | $258M | $269M | $266M |
| Operating income | $97.0M | $101M | $104M | $111M | $110M |
- Revenue +8% vs prior quarter ($808M vs $746M).
- Gross margin 38% (was 36.9% prior quarter).
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $2.8B | $2.7B | $2.8B | $2.6B | — |
| Op margin | 15.5% | 16.7% | 15.4% | 13.6% | — |
| Net income | $227M | $265M | $205M | $224M | — |
| Gross margin | 36.9% | 37.9% | 36.6% | 34.1% | — |
| Gross profit | $1.0B | $1.0B | $1.0B | $886M | — |
| Operating income | $440M | $458M | $428M | $352M | — |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-08 · Terex, ESAB, Allison Transmission, Rocket Lab, and Bloom Energy Stocks Trade Down, What You Need To Know
2026-10-07 · Mayville Engineering, Graham Corporation, Onterris, Gibraltar, and ESAB Shares Plummet, What You Need To Know
2026-10-06 · ESAB Corporation Schedules Third Quarter 2026 Earnings Release and Conference Call
2026-10-03 · ESAB, ArcBest, Generac, Bloom Energy, and Universal Logistics Shares Are Soaring, What You Need To Know
2026-09-24 · ESAB (ESAB) Stock Could Be Trading At A Discount After A 40% Fall
2026-09-24 · BofA Securities Adjusts Price Target on ESAB to $122 From $142
2026-09-22 · 1 Oversold Stock Ready to Bounce Back and 2 We Find Risky
2026-09-21 · South Carolina Court Finds ESAB and Altrad Entities Are Responsible in Landmark Cape Asbestos Litigation
2026-09-18 · 3 Small-Cap Stocks We Think Twice About
2026-09-11 · ESAB Corporation Declares $0.12 Dividend, Unchanged for the Quarter
2026-09-10 · ESAB Corporation Board Declares Dividend
2026-09-03 · 3 Profitable Stocks We’re Skeptical Of
Price (daily)
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