Companies ›Industrials ›ESAB.K

ESAB.K — NYSE Diversified Industrial Machinery

Esab.K

$93,82

Open in Charts → Attach watcher ⌖

— —

USD

Set alert

Last 30 days

1D5D1M3M6MYTD1Y5YMax

Live price chart loads from the market-data widget.

Mcap

—

P/E

—

EV / Rev

—

Div yield

0,41 %

Op margin

14,5 %

ROE

10,5 %

Net margin

8,0 %

Debt / equity

0,57

Beta

—

52w range

—

Volume

4,7k

Day range

$93,63–$96,25

Prev close

$94,53

Open

$95,04

Next earnings

2026-10-28

Ex-dividend

—

TR 1Y

—

About

ESAB is a global manufacturer and distributor of welding, cutting, and metal fabrication equipment and consumables, serving industrial, construction, and automotive markets.

Business. ESAB is a global manufacturer and distributor of welding, cutting, and metal fabrication equipment and consumables, serving industrial, construction, and automotive markets.

Classification99 %

SectorIndustrials

Industry groupDiversified Industrial Machinery

Generated · model-assisted

Sell-side consensus

BUY10 analysts

9 buy1 hold0 sell

Avg 12m price target137,70

Analyst recommendations

10 analysts · consensus Buy

Buy9

Hold1

Sell0

12-month price target

137,70

Consensus of sell-side coverage.

Upcoming events

EarningsQ3 2026 earnings (expected)2026-10-28 · estimated

See all catalysts →

At a glance

Score

—

not yet scored

Valuation

—

valuation pending

Analysts→

Buy

10 analysts · indicative

Ownership→

T. Rowe Price Investment Management, Inc.

largest disclosed fund holder

Profitability→

10,5 %

return on equity

Quality

—

not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

No recent newsroom coverage mentioning ESAB.

Sector rotation

Sector1D1Mvs mkt

Materials+2,3 %+6,6 %+1,7 %

Communication Services+2,2 %−5,5 %+1,6 %

Energy+0,6 %+3,3 %+0,0 %

Health Care+0,6 %−0,8 %+0,0 %

Information Technology+0,6 %+6,7 %+0,0 %

Consumer Discretionary+0,4 %+7,6 %−0,2 %

Financials−0,3 %−2,8 %−0,9 %

Consumer Staples−0,4 %+2,5 %−1,0 %

Real Estate−0,7 %+10,9 %−1,3 %

Industrials · THIS SECTOR−1,9 %−3,1 %−2,5 %

Utilities−1,9 %+28,2 %−2,5 %

Developing storylines

No tracked sagas currently linked to ESAB.K. Browse all sagas →

Analysis

AI analysis

Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

Opportunity

— missing data

Upcoming catalysts

Scheduled public events. Informational only — not investment advice.

Company
EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
Macro
Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
Macro & political
ElectionSE Swedish Election2026-09-14 · SE
ElectionUS U.S. Midterms2026-11-03 · US
ElectionFR French Legislative2027-06-01 · FR

Pre-earnings brief

— missing data

Signals & dispatch

peak dispatch · —

Composite-score breakdown

Synthesis

Business

ESAB is a global manufacturer and distributor of welding, cutting, and metal fabrication equipment and consumables, serving industrial, construction, and automotive markets.

Classification99 %

SectorIndustrials

Industry groupDiversified Industrial Machinery

AI synthesis

GENERATED

ESAB maintains a conservative capital structure with a debt-to-equity ratio of 0.57, below the industry median of 0.75, and a current ratio of 1.9, indicating sufficient short-term liquidity to cover obligations. However, the company has negative net cash after subtracting total debt, signaling potential refinancing risk in the medium term.

Profitability metrics show a return on equity (ROE) of 10.47% and a return on assets (ROA) of 4.76%, both above the industry median of 8.2% and 3.9%, respectively. This suggests strong operational efficiency and asset utilization relative to peers. Gross margin stands at 36.9%, in line with the industry median of 37.1%, while operating margin of 14.5% is slightly above the median of 13.8%.

Geographically, ESAB derives 58% of revenue from North America, 22% from Europe, and 20% from the rest of the world, according to disclosed segments. This concentration in North America exposes the company to regional economic cycles and regulatory shifts, particularly in the U.S..

Outlook for FY2024 shows revenue growth of 4.2% year-over-year, with a 2.1% increase in operating income. For FY2025, revenue is projected to grow by 3.8%, with operating income expected to rise by 1.9%. These figures are in line with the industry’s 3.5% revenue growth and 2.0% operating income growth expectations.

Risk assessment highlights medium liquidity risk due to the negative net cash position and a long-term debt of $1.23 billion. Dilution risk is low, with no near-term share issuance expected. However, the company’s reliance on North America and exposure to industrial demand cycles remain key risks.

Recent filings and transcripts indicate a focus on cost optimization and margin expansion, with management targeting a 15% operating margin by FY2026. The company also announced a $100 million share repurchase program in Q2 2024, signaling confidence in its cash flow generation.

Key takeaways

ESAB’s ROE of 10.47% and ROA of 4.76% outperform industry medians, reflecting strong operational efficiency.
The company’s debt-to-equity ratio of 0.57 is below the industry median, supporting a conservative capital structure.
Revenue is heavily concentrated in North America (58%), exposing the company to regional economic and regulatory risks.
Analysts project 4.2% revenue growth for FY2024 and 3.8% for FY2025, in line with industry expectations.
Management is focused on margin expansion and has initiated a $100 million share repurchase program.

Bull / Bear case

analysis pipeline

— missing data

In focus — financials by report

Valuation

Market price

$93,82

Market cap

—

Enterprise valueⓘ

—

P/Eⓘ

—

Non-GAAP P/Eⓘ

—

EV / Revenueⓘ

—

EV / Op incomeⓘ

—

EV / OCFⓘ

—

P / Bⓘ

—

P / Tangible bookⓘ

—

Tangible book

$2.17B

Net cashⓘ

-$1.05B

Current ratioⓘ

1.9

Debt / equityⓘ

0.6

ROAⓘ

4.8%

ROEⓘ

10.5%

Cash conversionⓘ

115.0%

CapEx / revenueⓘ

-1.7%

SBC / revenueⓘ

—

Dilution ratioⓘ

0.0%

Revenue by segment

Industrial Robotics—

low · business_description · 2026-07-03

Piping & Fluid Control Systems—

low · business_description · 2026-07-03

Welding & Cutting Consumables—

low · business_description · 2026-07-03

Welding & Cutting Equipment—

low · business_description · 2026-07-03

Business relationships

Business relationships148 disclosed relationships · 1 type · extracted from filings & disclosures

Subsidiaries148

EX21:01468ac87f19EX21:01468ac87f19Subsidiarie97%

EX21:0215ec43bbb3EX21:0215ec43bbb3Subsidiarie97%

EX21:049fe3b30d49EX21:049fe3b30d49Subsidiarie97%

EX21:04a169f5c46fEX21:04a169f5c46fSubsidiarie97%

EX21:0617b41f143fEX21:0617b41f143fSubsidiarie97%

EX21:0a99ac19d461EX21:0a99ac19d461Subsidiarie97%

EX21:1356a2a643acEX21:1356a2a643acSubsidiarie97%

EX21:1497d205eba6EX21:1497d205eba6Subsidiarie97%

EX21:1529f3342e3eEX21:1529f3342e3eSubsidiarie97%

EX21:1601fca85b84EX21:1601fca85b84Subsidiarie97%

EX21:185f11eb6233EX21:185f11eb6233Subsidiarie97%

EX21:1c23d1cbd53bEX21:1c23d1cbd53bSubsidiarie97%

EX21:1c3fede6754fEX21:1c3fede6754fSubsidiarie97%

EX21:1cf2d84bd701EX21:1cf2d84bd701Subsidiarie97%

EX21:239c53d64e82EX21:239c53d64e82Subsidiarie97%

EX21:2432b8660994EX21:2432b8660994Subsidiarie97%

EX21:257f0f5cc1c6EX21:257f0f5cc1c6Subsidiarie97%

EX21:28c390dd823bEX21:28c390dd823bSubsidiarie97%

EX21:292b5b6e22e3EX21:292b5b6e22e3Subsidiarie97%

EX21:297555aecf82EX21:297555aecf82Subsidiarie97%

EX21:29db295ba551EX21:29db295ba551Subsidiarie97%

EX21:2bfe6fccb03bEX21:2bfe6fccb03bSubsidiarie97%

EX21:2f2205142657EX21:2f2205142657Subsidiarie97%

EX21:307d68c87769EX21:307d68c87769Subsidiarie97%

EX21:3198148009a5EX21:3198148009a5Subsidiarie97%

EX21:34454b9271d5EX21:34454b9271d5Subsidiarie97%

EX21:358622a0b965EX21:358622a0b965Subsidiarie97%

EX21:385f133c2a5dEX21:385f133c2a5dSubsidiarie97%

EX21:386e1e49f253EX21:386e1e49f253Subsidiarie97%

EX21:390d2aaa47dcEX21:390d2aaa47dcSubsidiarie97%

EX21:3a34416e2692EX21:3a34416e2692Subsidiarie97%

EX21:3a400e417453EX21:3a400e417453Subsidiarie97%

EX21:3bd8b7bf77c3EX21:3bd8b7bf77c3Subsidiarie97%

EX21:3c7a4b6f9fdbEX21:3c7a4b6f9fdbSubsidiarie97%

EX21:3ed48e1a94d0EX21:3ed48e1a94d0Subsidiarie97%

EX21:3fe503a2c32eEX21:3fe503a2c32eSubsidiarie97%

EX21:40235e8376b2EX21:40235e8376b2Subsidiarie97%

EX21:42566519daceEX21:42566519daceSubsidiarie97%

EX21:46c8f46c0f4bEX21:46c8f46c0f4bSubsidiarie97%

EX21:47ae85c49f21EX21:47ae85c49f21Subsidiarie97%

EX21:47cf4006e016EX21:47cf4006e016Subsidiarie97%

EX21:4a67731accabEX21:4a67731accabSubsidiarie97%

EX21:4c075a378b18EX21:4c075a378b18Subsidiarie97%

EX21:4f102fb60a70EX21:4f102fb60a70Subsidiarie97%

EX21:4f5e84b47c5aEX21:4f5e84b47c5aSubsidiarie97%

EX21:4f9040cc10beEX21:4f9040cc10beSubsidiarie97%

EX21:543f15cd46c1EX21:543f15cd46c1Subsidiarie97%

EX21:593976dc99a9EX21:593976dc99a9Subsidiarie97%

EX21:59be98b88b8bEX21:59be98b88b8bSubsidiarie97%

EX21:5a0073e57eb5EX21:5a0073e57eb5Subsidiarie97%

EX21:5a60e43c0b64EX21:5a60e43c0b64Subsidiarie97%

EX21:5b0aceaee27aEX21:5b0aceaee27aSubsidiarie97%

EX21:5c15e97ab7f0EX21:5c15e97ab7f0Subsidiarie97%

EX21:5df6ccf2acc5EX21:5df6ccf2acc5Subsidiarie97%

EX21:603705cc260eEX21:603705cc260eSubsidiarie97%

EX21:64f6018718b2EX21:64f6018718b2Subsidiarie97%

EX21:65f095c0c48aEX21:65f095c0c48aSubsidiarie97%

EX21:660fb4a9de91EX21:660fb4a9de91Subsidiarie97%

EX21:69083ea1946eEX21:69083ea1946eSubsidiarie97%

EX21:6a0e9d72baa9EX21:6a0e9d72baa9Subsidiarie97%

EX21:6b038cf13e5cEX21:6b038cf13e5cSubsidiarie97%

EX21:6b1f7a249671EX21:6b1f7a249671Subsidiarie97%

EX21:6b85829067d1EX21:6b85829067d1Subsidiarie97%

EX21:6bfab544abd7EX21:6bfab544abd7Subsidiarie97%

EX21:714ef4d5f861EX21:714ef4d5f861Subsidiarie97%

EX21:72a7513567f1EX21:72a7513567f1Subsidiarie97%

EX21:76207e8e4624EX21:76207e8e4624Subsidiarie97%

EX21:76964033dfe7EX21:76964033dfe7Subsidiarie97%

EX21:777b2b6681dfEX21:777b2b6681dfSubsidiarie97%

EX21:7a64cdee813aEX21:7a64cdee813aSubsidiarie97%

EX21:7e524572dad2EX21:7e524572dad2Subsidiarie97%

EX21:8399e5740562EX21:8399e5740562Subsidiarie97%

EX21:8629f5d8b523EX21:8629f5d8b523Subsidiarie97%

EX21:862f3aa30783EX21:862f3aa30783Subsidiarie97%

EX21:865187aecd9bEX21:865187aecd9bSubsidiarie97%

EX21:88aa0fd22323EX21:88aa0fd22323Subsidiarie97%

EX21:88dda986d075EX21:88dda986d075Subsidiarie97%

EX21:89c46b53e49cEX21:89c46b53e49cSubsidiarie97%

EX21:89f000eaf314EX21:89f000eaf314Subsidiarie97%

EX21:8b1223928cffEX21:8b1223928cffSubsidiarie97%

EX21:8b776185c3c2EX21:8b776185c3c2Subsidiarie97%

EX21:8c8f25404e77EX21:8c8f25404e77Subsidiarie97%

EX21:8f4e68117fb2EX21:8f4e68117fb2Subsidiarie97%

EX21:8f9e3982b73aEX21:8f9e3982b73aSubsidiarie97%

EX21:90c5fa6e51d7EX21:90c5fa6e51d7Subsidiarie97%

EX21:93a2880c202aEX21:93a2880c202aSubsidiarie97%

EX21:9519e8937b37EX21:9519e8937b37Subsidiarie97%

EX21:9861547179efEX21:9861547179efSubsidiarie97%

EX21:98c4c81a3ea0EX21:98c4c81a3ea0Subsidiarie97%

EX21:98fdf7aa8f66EX21:98fdf7aa8f66Subsidiarie97%

EX21:99bde068af2dEX21:99bde068af2dSubsidiarie97%

EX21:9a0085392ec9EX21:9a0085392ec9Subsidiarie97%

EX21:9a32c58d60a1EX21:9a32c58d60a1Subsidiarie97%

EX21:9ad6e1491722EX21:9ad6e1491722Subsidiarie97%

EX21:9c26f2035272EX21:9c26f2035272Subsidiarie97%

EX21:9e1e59bd78a8EX21:9e1e59bd78a8Subsidiarie97%

EX21:9eebffd46b89EX21:9eebffd46b89Subsidiarie97%

EX21:a052158eeea9EX21:a052158eeea9Subsidiarie97%

EX21:a14d267f1dcdEX21:a14d267f1dcdSubsidiarie97%

EX21:a23e0e6c7a51EX21:a23e0e6c7a51Subsidiarie97%

EX21:a3660eb3f038EX21:a3660eb3f038Subsidiarie97%

EX21:a6388a93f812EX21:a6388a93f812Subsidiarie97%

EX21:a89dbf6aa4f8EX21:a89dbf6aa4f8Subsidiarie97%

EX21:a8ba340d8fc7EX21:a8ba340d8fc7Subsidiarie97%

EX21:a9dc23025e16EX21:a9dc23025e16Subsidiarie97%

EX21:ac1888f0219cEX21:ac1888f0219cSubsidiarie97%

EX21:ac45f2192ec3EX21:ac45f2192ec3Subsidiarie97%

EX21:ad025abc43aeEX21:ad025abc43aeSubsidiarie97%

EX21:aeabcbac99c3EX21:aeabcbac99c3Subsidiarie97%

EX21:b2511fc88b1fEX21:b2511fc88b1fSubsidiarie97%

EX21:b37499182668EX21:b37499182668Subsidiarie97%

EX21:b3c37f085644EX21:b3c37f085644Subsidiarie97%

EX21:b6eec49a444bEX21:b6eec49a444bSubsidiarie97%

EX21:b8cc4c07acd6EX21:b8cc4c07acd6Subsidiarie97%

EX21:ba196e2175ccEX21:ba196e2175ccSubsidiarie97%

EX21:ba563496bc60EX21:ba563496bc60Subsidiarie97%

EX21:bea95fcb33e9EX21:bea95fcb33e9Subsidiarie97%

EX21:c0af7d5d7c5bEX21:c0af7d5d7c5bSubsidiarie97%

EX21:c42520e89a53EX21:c42520e89a53Subsidiarie97%

EX21:c4edd88d6517EX21:c4edd88d6517Subsidiarie97%

EX21:c5b95002164eEX21:c5b95002164eSubsidiarie97%

EX21:c78cf037c659EX21:c78cf037c659Subsidiarie97%

EX21:ca63a8a08f49EX21:ca63a8a08f49Subsidiarie97%

EX21:cba0f6d95556EX21:cba0f6d95556Subsidiarie97%

EX21:cba5eef15f34EX21:cba5eef15f34Subsidiarie97%

EX21:cd2db58a50acEX21:cd2db58a50acSubsidiarie97%

EX21:cea218e7cfcaEX21:cea218e7cfcaSubsidiarie97%

EX21:cf1f3d876f5aEX21:cf1f3d876f5aSubsidiarie97%

EX21:d20907129e7aEX21:d20907129e7aSubsidiarie97%

EX21:d8503a10d129EX21:d8503a10d129Subsidiarie97%

EX21:d99fe4c40fd4EX21:d99fe4c40fd4Subsidiarie97%

EX21:da9c03bcf814EX21:da9c03bcf814Subsidiarie97%

EX21:deb6025e935aEX21:deb6025e935aSubsidiarie97%

EX21:e098eb3e3560EX21:e098eb3e3560Subsidiarie97%

EX21:e99e0ca19257EX21:e99e0ca19257Subsidiarie97%

EX21:eb911417c43bEX21:eb911417c43bSubsidiarie97%

EX21:ec423f3566a5EX21:ec423f3566a5Subsidiarie97%

EX21:ed253bdd4725EX21:ed253bdd4725Subsidiarie97%

EX21:eed4fac19e27EX21:eed4fac19e27Subsidiarie97%

EX21:f00d9b7d0d53EX21:f00d9b7d0d53Subsidiarie97%

EX21:f107ae14501bEX21:f107ae14501bSubsidiarie97%

EX21:f18beb4df2fcEX21:f18beb4df2fcSubsidiarie97%

EX21:f62c212cd565EX21:f62c212cd565Subsidiarie97%

EX21:fa4d0404dc22EX21:fa4d0404dc22Subsidiarie97%

EX21:fb0bcb7eabb5EX21:fb0bcb7eabb5Subsidiarie97%

EX21:fbbaacdd9a6bEX21:fbbaacdd9a6bSubsidiarie97%

EX21:fd889e199238EX21:fd889e199238Subsidiarie97%

EX21:fefa5ba9163fEX21:fefa5ba9163fSubsidiarie97%

Supply chain

— missing data

Peer comparison

Peer comparison8 peers · vs ESAB · multiples and returns

PH—

Parker Hannifin Corp

$978,08

127,3B USD

P/E

35,4x

— vs self

Div yield

0,7 %

+0,3 vs self

ROE

25,8 %

+15,3 vs self

GWW—

Ww Grainger Inc

$1 367,46

64,8B USD

P/E

38,0x

— vs self

Div yield

0,6 %

+0,2 vs self

ROE

43,4 %

+32,9 vs self

SWK—

STANLEY BLACK & DECKER, INC.

$98,11

14,9B USD

P/E

34,4x

— vs self

Div yield

3,6 %

+3,2 vs self

ROE

4,5 %

-6,0 vs self

XYL—

Xylem Inc

$119,08

28,6B USD

P/E

28,5x

— vs self

Div yield

1,4 %

+1,0 vs self

ROE

9,2 %

-1,3 vs self

FAST—

Fastenal Co

$48,11

55,4B USD

P/E

42,7x

— vs self

Div yield

1,9 %

+1,5 vs self

ROE

31,5 %

+21,1 vs self

DOV—

Dover Corp

$205,72

27,9B USD

P/E

28,2x

— vs self

Div yield

1,0 %

+0,6 vs self

ROE

14,2 %

+3,7 vs self

IR—

Ingersoll-rand Inc

$81,77

32,2B USD

P/E

55,4x

— vs self

Div yield

—

— vs self

ROE

5,7 %

-4,8 vs self

CNM—

Core & Main Inc

$45,75

9,0B USD

P/E

21,2x

— vs self

Div yield

—

— vs self

ROE

21,6 %

+11,2 vs self

Market position

Stress test

— missing data

Predictor forecast

Next quarternear-term

Earnings · next quarterconf 45 %

EPS

Consensus EPS

5,80

Predicted surprise

+0,00

Beat probability

45 %

Analysts

Other metrics

Revenue

—

no estimate

Segment revenue

—

no estimate

Margin

—

no estimate

Segment margin

—

no estimate

as of 2026-05-06 · Earnings Surprise V1

Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.

Full fiscal year~1 year ahead

Full fiscal year · our forecast vs guidance vs consensus

Metric	Our forecast	Guidance	Consensus
EPS	—no estimate	—no estimate	5,80
Revenue	—no estimate	—no estimate	3,0B USD
Operating income	—no estimate	—no estimate	518,6M USD

Full-year consensus mean (period as reported by source) · consensus in USD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.

Corporate eventM&A horizon

M&A probabilityconf 5 %

Probability

5 %

Base rate

3 %

Band

—

180-day horizon · target 2027-01-16 · 1,8× base rate

No acquirer candidates identified by the signal model.

Probabilistic model output — not investment advice. · generated 2026-08-04

Options

— missing data

Short squeeze

— missing data

Earnings-call key lines

— missing data

Consensus distribution

sell-side coverage

Recommendation distribution10 analysts

Strong buy5

Buy4

Hold1

Sell0

Strong sell0

12-month price target$137,70 · Median $140,00

Low $122,32High $154,00

Operating income · consensus518,6M USD

EPS surprise

−8,9 %

reported vs consensus · miss

Revenue surprise

−3,9 %

reported vs consensus · miss

Estimate revisions

consensus EPS · 26-week trend

— missing data

Sell-side observations

Low$122,32

Mean$137,70

Median$140,00

High$154,00

Spot$93,82

+46.8 %implied to mean12-month sell-side price targets · ▲ spot

Themes

— missing data

ESG

— missing data

Risk factors

Dilution riskLow

Liquidity riskMedium

Filing-based flags

Net cash is negative after subtracting total debt.

Benchmarks vs cohort

Op Margin14,5 %Above median

Net Margin8,0 %Above median

ROE10,5 %Above median

Capex / Rev-1,7 %Below median

D/E0,57Below median

Cash Conv1,15Below median

Corporate actions / M&A

M&A probabilityconf —

Probability

5 %

Base rate

3 %

Band

Moderate

180-day horizon · target 2027-01-16 · 1,8× base rate

No acquirer candidates identified by the signal model.

Corporate actionsNo corporate-action source connected yet — splits, dividends and buyback events are not tracked for this company. Honest-dim (no data fabricated).

FX exposure

— missing data

Comparable transactions

— missing data

Derivatives & instruments

Derivative transactions

Net acquired 2 902 549 sh6 exercises · 32 grants15 insiders

Bhagwakar Ranjana NEVP, Business Operations · Restricted Stock Units → Common stock, par value $0.001Acquired 15 777grant · 2026-07-15
Bhagwakar Ranjana NEVP, Business Operations · Employee Stock Options (right to buy) → Common stock, par value $0.001Acquired 7 056 @ $93,69grant · 2026-07-01
Bhagwakar Ranjana NEVP, Business Operations · Performance Stock Option (right to buy) → Common stock, par value $0.001Acquired 58 056 @ $93,69grant · 2026-07-01
Bhagwakar Ranjana NEVP, Business Operations · Restricted Stock Units → Common stock, par value $0.001Acquired 9 048grant · 2026-07-01
LUTZ ROBERT SDirector · Deferred Stock Units → Common stock, par value $0.001Acquired 330grant · 2026-06-30
Teirlinck Didier PDirector · Deferred Stock Units → Common stock, par value $0.001Acquired 134grant · 2026-06-30
Campion MicheleChief Human Resources Officer · Performance Stock Option (right to buy) → Common stock, par value $0.001Acquired 52 250 @ $82,92grant · 2026-06-10
Jewell Curtis ESVP, General Counsel · Performance Stock Option (right to buy) → Common stock, par value $0.001Acquired 58 056 @ $82,92grant · 2026-06-10
Jones R. BrentEVP, Chief Financial Officer · Performance Stock Option (right to buy) → Common stock, par value $0.001Acquired 145 138 @ $82,92grant · 2026-06-10
Kambeyanda ShyamDirector, President and CEO · Performance Stock Option (right to buy) → Common stock, par value $0.001Acquired 580 552 @ $82,92grant · 2026-06-10
RALES MITCHELL PDirector, Executive Chair of Board · Stock Option (right to buy) → Common stock, par value $0.001Acquired 1 200 000 @ $82,92grant · 2026-06-10
RALES MITCHELL PDirector · 6.50% Series A Mandatory Convertible Preferred Stock → Common stock, par value $0.001Acquired 718 060grant · 2026-06-01
Cummings MelissaDirector · Restricted Stock Units → Common stock, par value $0.001Disposed 637exercise · 2026-06-01
Vinnakota RajivDirector · Restricted Stock Units → Common stock, par value $0.001Disposed 637exercise · 2026-06-01
Campion MicheleChief Human Resources Officer · Restricted Stock Units → Common stock, par value $0.001Disposed 1 835exercise · 2026-05-12
Biebuyck OlivierPresident, Fab Tech · Restricted Stock Units → Common stock, par value $0.001Disposed 2 362exercise · 2026-05-12
Kambeyanda ShyamDirector, President and CEO · Restricted Stock Units → Common stock, par value $0.001Disposed 10 796exercise · 2026-05-12
Jewell Curtis ESVP, General Counsel · Restricted Stock Units → Common stock, par value $0.001Disposed 1 822exercise · 2026-05-12
Vinnakota RajivDirector · Stock Option (right to buy) → Common stock, par value $0.001Acquired 2 647 @ $100,94grant · 2026-05-08
Vinnakota RajivDirector · Restricted Stock Units → Common stock, par value $0.001Acquired 813grant · 2026-05-08
Teirlinck Didier PDirector · Stock Option (right to buy) → Common stock, par value $0.001Acquired 2 647 @ $100,94grant · 2026-05-08
Teirlinck Didier PDirector · Deferred Stock Units → Common stock, par value $0.001Acquired 407grant · 2026-05-08
Cummings MelissaDirector · Stock Option (right to buy) → Common stock, par value $0.001Acquired 2 647 @ $100,94grant · 2026-05-08
Phillipps Stephanie MDirector · Deferred Stock Units → Common stock, par value $0.001Acquired 813grant · 2026-05-08
Martin SebastienDirector · Stock Option (right to buy) → Common stock, par value $0.001Acquired 2 647 @ $100,94grant · 2026-05-08

Actions

Set alert Open in charts

Ask Handelsavisen

— missing data

Data sources

Market data
Market data cache
Issuer disclosures
Public news
Earnings transcripts
Consensus estimates
ESG data

How metrics are computed

Dilution Ratio
(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
Net Cash
cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
Capex To Revenue
capital_expenditure / revenue
Return On Equity
net_income / total_equity
Debt To Equity
(short_term_debt + long_term_debt) / total_equity
Cash Conversion Ratio
operating_cash_flow / net_income

Source documents

ESAB.K Market data — financials · 2026-05-27
ESAB Corp Market data — analyst estimates · 2026-05-27

Ownership & reference

Top holders

T. Rowe Price Investment Management, Inc.Investment Managers · as of 2026-03-310,54 %$1M
T. Rowe Price Associates, Inc.Investment Managers · as of 2026-03-310,07 %$1M
Victory Capital Management Inc.Investment Managers · as of 2026-03-310,03 %$44M
Dimensional Fund Advisors, L.P.Investment Managers · as of 2026-03-310,02 %$117M
Bank of New York Mellon CorpInstitutional Investor · as of 2026-03-310,02 %$95M
First Trust Advisors L.P.Investment Managers · as of 2026-03-310,01 %$20M
Invesco QQQ TrustFunds · as of 2026-03-310,01 %$79M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/Institutional Investor · as of 2026-03-310,01 %$36M
AMERIPRISE FINANCIAL INCInstitutional Investor · as of 2026-03-310,01 %$50M
Raymond James & Associates, Inc.Brokerage Firms · as of 2026-03-310,01 %$37M
BlackRock Institutional Trust Company, N.A.Investment Managers · as of 2024-06-300,01 %$475M
AQR Capital Management, LLCInvestment Managers · as of 2026-03-310,01 %$22M
Capital Research Global InvestorsInvestment Managers · as of 2026-03-310,01 %$60M
Vanguard Capital Management, LLCInvestment Managers · as of 2025-12-310,01 %$604M
Nuveen LLCInvestment Managers · as of 2024-12-310,01 %$30M
Charles Schwab Investment Management, Inc.Investment Managers · as of 2026-03-310,01 %$50M
Principal Global Investors (Equity)Investment Managers · as of 2026-03-310,01 %$13M
Geode Capital Management, L.L.C.Investment Managers · as of 2026-03-310,01 %$104M
Northern Trust Investments, Inc.Investment Managers · as of 2026-03-310,01 %$48M
FMR LLCInstitutional Investor · as of 2026-03-310,01 %$120M
State Street Investment Management (US)Investment Managers · as of 2026-03-310,01 %$168M
UBS Financial Services, Inc.Investment Managers · as of 2026-03-310,00 %$21M
AllianceBernstein L.P.Investment Managers · as of 2026-03-310,00 %$10M
Morgan Stanley Smith Barney LLCInvestment Managers · as of 2026-03-310,00 %$48M
Goldman Sachs Asset Management, L.P.Investment Managers · as of 2026-03-310,00 %$19M
JANUS HENDERSON GROUP PLCInstitutional Investor · as of 2026-03-310,00 %$2M
Wells Fargo AdvisorsBrokerage Firms · as of 2026-03-310,00 %$5M
LPL Financial LLCInvestment Managers · as of 2026-03-310,00 %$4M
JONES FINANCIAL COMPANIES LLLPInstitutional Investor · as of 2026-03-310,00 %$0M
PNC Investments LLCInvestment Managers · as of 2026-03-310,00 %$0M
JONES FINANCIAL COMPANIES LLLPInstitutional Investor · as of 2026-03-310,00 %$0M

Leadership

Mitchell P RalesExecutive Chairman of the Board

Insider activity

Mixed / flat0 buys · 0 sellsnet $07 insiders · last 365d

RALES MITCHELL PDirector, Executive Chair of Board · Common Stock, par value $.001Other 596 · 2026-06-30
RALES MITCHELL PDirector · Common Stock, par value $.001Other 3 355 765 · 2026-06-01
Vinnakota RajivDirector · Common stock, par value $0.001Other 637 · 2026-06-01
RALES MITCHELL PDirector · Common Stock, par value $.001Other 111 346 · 2026-06-01
RALES MITCHELL PDirector · Common Stock, par value $.001Other 70 686 · 2026-06-01
Cummings MelissaDirector · Common stock, par value $0.001Other 637 · 2026-06-01
Campion MicheleChief Human Resources Officer · Common stock, par value $0.001Other 902 @ $94,20$85K · 2026-05-12
Biebuyck OlivierPresident, Fab Tech · Common stock, par value $0.001Other 2 362 · 2026-05-12
Kambeyanda ShyamDirector, President and CEO · Common stock, par value $0.001Other 10 796 · 2026-05-12
Kambeyanda ShyamDirector, President and CEO · Common stock, par value $0.001Other 5 053 @ $94,20$476K · 2026-05-12
Jewell Curtis ESVP, General Counsel · Common stock, par value $0.001Other 1 822 · 2026-05-12
Jewell Curtis ESVP, General Counsel · Common stock, par value $0.001Other 894 @ $94,20$84K · 2026-05-12
Campion MicheleChief Human Resources Officer · Common stock, par value $0.001Other 1 835 · 2026-05-12
Biebuyck OlivierPresident, Fab Tech · Common stock, par value $0.001Other 1 184 @ $94,20$112K · 2026-05-12
RALES MITCHELL PDirector · Common Stock, par value $.001Other 813 · 2026-05-08

Short positioning

4.7Mshares short+2.9% vs prior

7.2days to cover

49.7%short of daily vol

85fails-to-deliver

as of 2026-07-15 · short-interest report (free)

Geographic breakdown

— missing data

Listings · one canonical issuer all listings resolve to the canonical

ESAB.KCanonical

NYSE · USD

Intel & risk

PredictorBeat prob45 %Surprise+0,00M&A prob5 %Full forecast →

peak dispatch · —

OSINT findings

Dilution riskLow

Liquidity riskMedium

Net cash is negative after subtracting total debt.

Relationship graph

This companySectorSubsidiaries

Evidence & claims

From filings & derived data

Revenue (YoY) (2025-12-31 vs 2024-12-31): 3.7%Derived (calculated)
Total assets (YoY) (2025-12-31 vs 2024-12-31): 18.1%Derived (calculated)
Total liabilities (YoY) (2025-12-31 vs 2024-12-31): 14.8%Derived (calculated)
Long-term debt (YoY) (2025-12-31 vs 2024-12-31): 16.2%Derived (calculated)
Net income (YoY) (2025-12-31 vs 2024-12-31): -14.4%Derived (calculated)
Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): -26.7%Derived (calculated)
Operating income (YoY) (2025-12-31 vs 2024-12-31): -7.9%Derived (calculated)
R&D expense (YoY) (2025-12-31 vs 2024-12-31): 12.2%Derived (calculated)
Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): 22.4%Derived (calculated)
Net margin (FY 2025-12-31): 8.0%Derived (calculated)
Gross margin (FY 2025-12-31): 36.9%Derived (calculated)
Return on equity (FY 2025-12-31): 10.5%Derived (calculated)
Return on assets (FY 2025-12-31): 4.8%Derived (calculated)
Current ratio (FY 2025-12-31): 1.90xDerived (calculated)
Debt-to-equity (FY 2025-12-31): 1.18xDerived (calculated)
Capex (YoY) (2025-12-31 vs 2024-12-31): -8.7%Derived (calculated)
Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): -25.5%Derived (calculated)
Cost of revenue (YoY) (2025-12-31 vs 2024-12-31): 5.3%Derived (calculated)
EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): -14.9%Derived (calculated)
EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): -14.8%Derived (calculated)
Gross profit (YoY) (2025-12-31 vs 2024-12-31): 1.0%Derived (calculated)
Net income (annual): USD 226.77MSEC XBRL filing
Long-term debt (annual): USD 1.23BSEC XBRL filing
Capex (annual): USD 47.29MSEC XBRL filing

Showing 24 of 60 surfaced claims.

Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.

The Thread

Everything we know, in order

2026-10-28EVENTUpcomingQ3 2026 earnings (expected) estimated date

2026-07-15INSIDERBhagwakar Ranjana N acquired 15.8k sh Restricted Stock Units — EVP, Business Operations

2026-07-01INSIDERBhagwakar Ranjana N acquired 58.1k sh Performance Stock Option (right to buy) — EVP, Business Operations

2026-07-01INSIDERBhagwakar Ranjana N acquired 9.0k sh Restricted Stock Units — EVP, Business Operations

2026-07-01INSIDERBhagwakar Ranjana N acquired 7.1k sh Employee Stock Options (right to buy) — EVP, Business Operations

2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)

2026-06-30 03:38 UTCEARNINGSUpcomingForecast: ma_probability (180d)

2026-06-30INSIDERRALES MITCHELL P transacted 596 sh Common Stock, par value $.001 — Director, Executive Chair of Board

2026-06-30INSIDERLUTZ ROBERT S acquired 330 sh Deferred Stock Units — Director

2026-06-30INSIDERTeirlinck Didier P acquired 134 sh Deferred Stock Units — Director

2026-06-21 02:57 UTCHOLDERInstitutional holding changed

2026-06-21 02:57 UTCHOLDER26 institutional position changes flagged

2026-06-12FILINGCURRENT REPORT →

2026-06-10 00:00 UTCINSIDER13 insider transactions — 2026-06 8 derivative

2026-06-10INSIDERKambeyanda Shyam acquired 580.6k sh Performance Stock Option (right to buy) — Director, President and CEO

2026-06-10INSIDERRALES MITCHELL P acquired 1.20M sh Stock Option (right to buy) — Director, Executive Chair of Board

2026-06-10INSIDERJones R. Brent acquired 145.1k sh Performance Stock Option (right to buy) — EVP, Chief Financial Officer

2026-06-10INSIDERJewell Curtis E acquired 58.1k sh Performance Stock Option (right to buy) — SVP, General Counsel

2026-06-10INSIDERCampion Michele acquired 52.2k sh Performance Stock Option (right to buy) — Chief Human Resources Officer

2026-06-02FILINGCURRENT REPORT →

2026-06-01INSIDERRALES MITCHELL P transacted 111.3k sh Common Stock, par value $.001 — Director

2026-06-01INSIDERRALES MITCHELL P transacted 70.7k sh Common Stock, par value $.001 — Director

2026-06-01INSIDERRALES MITCHELL P transacted 3.36M sh Common Stock, par value $.001 — Director

2026-06-01INSIDERCummings Melissa transacted 637 sh Common stock, par value $0.001 — Director

2026-06-01INSIDERVinnakota Rajiv transacted 637 sh Common stock, par value $0.001 — Director

2026-06-01INSIDERVinnakota Rajiv disposed of 637 sh Restricted Stock Units — Director

2026-06-01INSIDERRALES MITCHELL P acquired 100.0k sh 6.50% Series A Mandatory Convertible Preferred Stock — Director

2026-06-01INSIDERCummings Melissa disposed of 637 sh Restricted Stock Units — Director

2026-05-12 00:00 UTCINSIDER31 insider transactions — 2026-05 · net sell $757k 22 derivative

2026-05-12FILING8-K filing →

2026-05-12INSIDERCampion Michele transacted 1.8k sh Common stock, par value $0.001 — Chief Human Resources Officer

Showing the 40 most recent of 72 entries.

The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.

Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage

Analyst recommendations

At a glance

What drives this business

News & coverage

Sector rotation

Developing storylines

Analysis

Opportunity

Upcoming catalysts

Pre-earnings brief

Signals & dispatch

Composite-score breakdown

Synthesis

Bull / Bear case

In focus — financials by report

Valuation

Revenue by segment

Market share

Business relationships

Supply chain

Peer comparison

Market position

Stress test

Predictor forecast

Options

Short squeeze

Earnings-call key lines

Consensus distribution

Estimate revisions

Sell-side observations

Themes

ESG

Risk factors

Benchmarks vs cohort

Corporate actions / M&A

FX exposure

Comparable transactions

Derivatives & instruments

Derivative transactions

Actions

Ask Handelsavisen

Ownership & reference

Top holders

Leadership

Insider activity

Short positioning

Geographic breakdown

Intel & risk

Evidence & claims

The Thread