ESAB

ESAB

Market cap $6.81B

ESAB Corporation is upgraded to a buy, citing Q3 2025's positive organic growth, automation rebound, and raised FY 2025 guidance. ESAB's Americas segment stabilized, EMEA & APAC grew, and EWM integration offers high-margin opportunities, supporting revenue growth and margin expansion. Temporary margin pressure from tariffs and EWM dilution is expected to normalize, with manufacturing relocation and synergy realization underway.

ESAB Corporation ( ESAB ) Q3 2025 Earnings Call October 29, 2025 8:00 AM EDT Company Participants Mark Barbalato - Vice President of Investor Relations Shyam Kambeyanda - President, CEO & Director Kevin Johnson - Executive VP & CFO Conference Call Participants Bryan Blair - Oppenheimer & Co. Inc., Research Division Tami Zakaria - JPMorgan Chase & Co, Research Division Mircea Dobre - Robert W. Baird & Co. Incorporated, Research Division Nathan Jones - Stifel, Nicolaus & Company, Incorporated, Research Division Neal Burk - UBS Investment Bank, Research Division Presentation Operator Thank you for standing by, and welcome to the ESAB Third Quarter 2025 Earnings Conference Call.

Esab (ESAB) came out with quarterly earnings of $1.32 per share, beating the Zacks Consensus Estimate of $1.27 per share. This compares to earnings of $1.25 per share a year ago.

NORTH BETHESDA, Md.--(BUSINESS WIRE)---- $ESAB #ESAB--ESAB Corporation Announces Third Quarter 2025 Results.

Esab (ESAB) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Esab (ESAB) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

NORTH BETHESDA, Md.--(BUSINESS WIRE)---- $ESAB #ESAB--ESAB Corporation Schedules Third Quarter 2025 Earnings Release and Conference Call.

NORTH BETHESDA, Md.--(BUSINESS WIRE)---- $ESAB #ESAB--ESAB Corporation Board Declares Dividend.

I maintain a hold rating on ESAB due to balanced near-term risk/reward and persistent headwinds in the Americas, especially Mexico. While ESAB's compounder strategy and recent acquisitions support a strong long-term growth outlook, near-term uncertainty remains high. Americas segment weakness, driven by tariffs and delayed Mexican orders, overshadows positive EMEA & APAC performance and record margins.

ESAB Corporation (NYSE:ESAB ) Q2 2025 Earnings Conference Call August 6, 2025 8:00 AM ET Company Participants Kevin J. Johnson - Executive VP & CFO Mark Barbalato - Vice President of Investor Relations Shyam P.