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ESAB ESAB Corp

Trailing twelve months to 2026-07-03 · as filed 2026-08-06, not restated
Industrials

Scale

Market cap
$5.0bn
Revenue TTM
$3.0bn
Net income TTM
$172m
Free cash flow
$197m
Composite score
39.6
Sector rank
#1081

Valuation

P / E
29.0
EV / EBITDA
15.5
EV / sales
2.4
FCF yield
3.94%
Earnings yield vs 10-yr
-1.28pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
5.8%
EBITDA margin
15.4%
ROE
6.8%
ROIC
7.7%
Revenue growth
9.7%

Insider activity, last 90 days

Net open-market
$-0.10m
Buyers
0
Sellers
1

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

We believe our business mix is well balanced between sales in high growth and developed markets, and equipment and consumables. As reflected in the discussions that follow, these challenges have had a variety of impacts on our results of operations during the six months ended July 3, 2026, including decreased sales levels and increased inventory costs. As reflected in the discussions that follow, the United States policy regarding international trade and actions taken in response to it have had a variety of impacts on our results of operations during 2025 and the six months ended July 3, 2026, including decreased sales levels and increased raw material costs. …ESAB Corp, 10-Q, period ended 2026-07-03, filed 2026-08-06

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