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ESAB
About: 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 $2.7 billion in revenue in 2024.
Employees: 9,300
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
165% more call options, than puts
Call options by funds: $1.85M | Put options by funds: $698K
63% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 32
50% more funds holding in top 10
Funds holding in top 10: 2 [Q4 2024] → 3 (+1) [Q1 2025]
6% more funds holding
Funds holding: 314 [Q4 2024] → 332 (+18) [Q1 2025]
1.19% more ownership
Funds ownership: 93.9% [Q4 2024] → 95.1% (+1.19%) [Q1 2025]
1% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 111
1% less capital invested
Capital invested by funds: $6.81B [Q4 2024] → $6.71B (-$100M) [Q1 2025]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$125
1%
upside
Avg. target
$135
8%
upside
High target
$147
18%
upside
4 analyst ratings
2 positive
50%
2 neutral
50%
0 negative
0%
Evercore ISI Group David Raso | 1%upside $125 | In-Line Maintained | 19 May 2025 |
Stifel Nathan Jones | 2%upside $126 | Hold Maintained | 2 May 2025 |
UBS Neal Burk | 18%upside $147 | Buy Upgraded | 1 Apr 2025 |
JP Morgan Tami Zakaria | 13%upside $140 | Overweight Maintained | 18 Mar 2025 |
Financial journalist opinion
Neutral
Zacks Investment Research
5 days ago
SKFRY vs. ESAB: Which Stock Is the Better Value Option?
Investors interested in Metal Products - Procurement and Fabrication stocks are likely familiar with AB SKF (SKFRY) and Esab (ESAB). But which of these two stocks offers value investors a better bang for their buck right now?
Positive
Zacks Investment Research
4 weeks ago
5 Stocks to Watch on Dividend Hikes as Inflation Softens
Investors may keep a tab on stocks like MAR, HNI, SLF, ESAB and VCTR, which have lately hiked their dividend payments.
Neutral
Business Wire
1 month ago
ESAB Corporation Board Declares Increased Dividend
NORTH BETHESDA, Md.--(BUSINESS WIRE)---- $esab #ESAB--ESAB Corporation Board Declares Increased Dividend.
Neutral
Seeking Alpha
1 month ago
ESAB Corporation (ESAB) Q1 2025 Earnings Call Transcript
ESAB Corporation (NYSE:ESAB ) Q1 2025 Earnings Conference Call May 1, 2025 8:00 AM ET Company Participants Mark Barbalato - VP, IR Shyam Kambeyanda - President and CEO Kevin Johnson - CFO Conference Call Participants Bryan Blair - Oppenheimer Saree Boroditsky - Jefferies Mig Dobre - Baird Sherif El-Sabbahy - Bank of America Tami Zakaria - JPMorgan Nathan Jones - Stifel Neal Burk - UBS Operator Thank you for standing by, and welcome to the ESAB First Quarter 2025 Earnings Release and Conference Call. All lines have been placed on mute to prevent any background noise.
Positive
Zacks Investment Research
1 month ago
Esab (ESAB) Beats Q1 Earnings and Revenue Estimates
Esab (ESAB) came out with quarterly earnings of $1.25 per share, beating the Zacks Consensus Estimate of $1.18 per share. This compares to earnings of $1.20 per share a year ago.
Neutral
Business Wire
1 month ago
ESAB Corporation Announces First Quarter 2025 Results
NORTH BETHESDA, Md.--(BUSINESS WIRE)---- $ESAB #ESAB1Q2025--ESAB Corporation Announces First Quarter 2025 Results.
Negative
Zacks Investment Research
1 month ago
Earnings Preview: Esab (ESAB) Q1 Earnings Expected to Decline
Esab (ESAB) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Positive
Zacks Investment Research
2 months ago
Esab (ESAB) Moves 12.5% Higher: Will This Strength Last?
Esab (ESAB) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Neutral
Business Wire
2 months ago
ESAB Corporation Schedules First Quarter 2025 Earnings Release and Conference Call
NORTH BETHESDA, Md.--(BUSINESS WIRE)---- $ESAB #ESAB1Q2025--ESAB Corporation Schedules First Quarter 2025 Earnings Release and Conference Call.
Positive
Zacks Investment Research
2 months ago
SKFRY or ESAB: Which Is the Better Value Stock Right Now?
Investors interested in stocks from the Metal Products - Procurement and Fabrication sector have probably already heard of AB SKF (SKFRY) and Esab (ESAB). But which of these two companies is the best option for those looking for undervalued stocks?
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