/
ESAB
$98.25-$2.36 (-2.35%)live
Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$6.1B
61M shares
52-week range
$82.19 – $137.42
29% from low
Sector
GENERAL INDUSTRIAL MACHINERY & EQUIPMENT, NEC
Exchange
NYSE
CS
Borrow rate
0.41%
Easy to borrow
Price (6 mo)
Loading chart…
Change+$53.37
Valuation
Financials
Loading chart…
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|
| Revenue | $2.25B | $1.95B | $2.43B | $2.59B | $2.77B | $2.74B | $2.84B |
| Cost of revenue | $1.45B | $1.27B | $1.59B | $1.71B | $1.76B | $1.70B | $1.83B |
| Gross profit | $796.4M | $682.5M | $838.0M | $885.5M | $1.02B | $1.04B | $1.01B |
| Gross margin | 35.4% | 35.0% | 34.5% | 34.1% | 36.6% | 37.9% | 35.5% |
| R&D | $32.2M | $34.8M | $39.7M | $36.0M | $38.8M | $39.2M | $44.0M |
| Operating income | $256.1M | $202.1M | $306.2M | $329.1M | $404.2M | $447.4M | $491.8M |
| EBITDA | $354.8M | $299.2M | $404.8M | $435.4M | $509.4M | $531.4M | $491.6M |
| Net income | $172.9M | $157.4M | $235.1M | $223.7M | $205.3M | $264.8M | $226.8M |
| Net margin | 7.7% | 8.1% | 9.7% | 8.6% | 7.4% | 9.7% | 8.0% |
| EPS (diluted) | 2.88 | 2.62 | 3.92 | 3.72 | 3.36 | 4.31 | 3.72 |
Annual figures · source: Financial Modeling Prep
Analyst estimates (consensus)
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $3.0B | $5.76 | $5.69–$5.82 | 5 |
| 2027 | $3.1B | $6.52 | $6.11–$7.38 | 5 |
| 2028 | $3.4B | $7.47 | $7.16–$7.68 | 1 |
| 2029 | $3.4B | $8.08 | $7.74–$8.31 | 1 |
Forward consensus · source: Financial Modeling Prep
DCF fair valuemodel estimate
Intrinsic value
$68.70
Price
$98.25
Implied downside
-30%
Peer comparison
ESAB Corporation
ESAB, spun off from Colfax in 2022, is a leading manufacturer of equipment and consumables used in welding, cutting, and joining applications. Alongside competitors Lincoln Electric and ITW's Miller brand, ESAB is one of the top three players in the welding space. ESAB generated roughly $2.8 billion in revenue in 2025.
www.esabcorporation.com- Employees
- 10,300
- IPO / List date
- Mar 21, 2022
- HQ
- NORTH BETHESDA, MD
Held by traders on TradeandTell
No one on the platform currently holds ESAB.
Super investors & insiders
Institutions holding (13F)
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 131,087 | $12.7M |
| Bridgewater Associatesas of 2025-12-31 | 22,981 | $2.6M |
Insider activity (SEC Form 4)
Dividend history
TTM yield · 0.43% ($0.42/share)
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-07-02 | $0.1200 | 2026-07-17 |
| 2026-04-02 | $0.1000 | 2026-04-17 |
| 2025-12-31 | $0.1000 | 2026-01-16 |
| 2025-10-03 | $0.1000 | 2025-10-17 |
| 2025-07-03 | $0.1000 | 2025-07-18 |
| 2025-04-04 | $0.0800 | 2025-04-17 |
| 2024-12-31 | $0.0800 | 2025-01-17 |
| 2024-09-27 | $0.0800 | 2024-10-11 |
| 2024-06-28 | $0.0800 | 2024-07-12 |
| 2024-03-27 | $0.0600 | 2024-04-12 |
Recent trades on TradeandTell
No one on the platform has traded ESAB yet.
