tiprankstipranks
Trending News
More News >
ESAB Corporation (ESAB)
:ESAB
US Market
Advertisement

ESAB Corporation (ESAB) Earnings Dates, Call Summary & Reports

Compare
73 Followers

Earnings Data

Report Date
Mar 10, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
1.35
Last Year’s EPS
1.28
Same Quarter Last Year
Based on 7 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 29, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call presented a positive outlook with solid financial performance, demonstrated by increased sales and EBITDA growth, along with the successful acquisition of EWM. The company also showed strong cash flow and raised its full-year guidance. However, there were some challenges related to tariffs in the Americas and deferred revenues in Mexico and automation, which impacted margins.
Company Guidance
During the ESAB Third Quarter 2025 Earnings Conference Call, the company raised its full-year guidance based on strong financial performance. Sales increased by 8% year-over-year to $687 million, with organic sales rising by 2%. Adjusted EBITDA grew by 7% to $133 million. The recently acquired EWM contributed positively to growth, adding approximately 2 points of growth and $1 million in adjusted EBITDA. ESAB's full-year guidance for total sales is now between $2.71 billion and $2.73 billion, with an adjusted EBITDA forecast of $535 million to $540 million. The company expects to achieve a return on invested capital of more than 10% within three years from EWM, and adjusted EPS is projected between $5.20 and $5.30. Despite some tariff-related headwinds in the Americas, ESAB anticipates strong margin improvement in 2026, driven by pricing strategies, restructuring initiatives, and manufacturing adjustments. The company remains committed to long-term shareholder value through both organic growth and strategic M&A activities.
Organic Growth and Sales Increase
Sales rose 8% to $687 million, with organic sales increasing 2% year-over-year. This reflects solid improvement in the Americas and continued strength in EMEA and APAC.
EWM Acquisition
Closed the acquisition of EWM earlier than anticipated, contributing approximately 2 points of growth and roughly $1 million in adjusted EBITDA. The acquisition brings high-level talent, unmatched technology, and highly accretive gross margins.
Adjusted EBITDA Growth
Adjusted EBITDA increased 7% to $133 million, reflecting strong execution on margin, tariff impacts in the Americas, and continued investment in sales and AI initiatives.
Free Cash Flow Conversion
Free cash flow conversion exceeded 100% this quarter, driven by strong team performance. Credit facilities were expanded early in Q4, increasing financial flexibility.
Raised Full Year Guidance
Full year guidance for total sales is $2.71 billion to $2.73 billion, with adjusted EBITDA of $535 million to $540 million, including contributions from EWM.

ESAB Corporation (ESAB) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

ESAB Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Mar 10, 2026
2025 (Q4)
1.35 / -
1.28
Oct 29, 2025
2025 (Q3)
1.27 / 1.32
1.255.60% (+0.07)
Aug 06, 2025
2025 (Q2)
1.36 / 1.36
1.323.03% (+0.04)
May 01, 2025
2025 (Q1)
1.20 / 1.25
1.24.17% (+0.05)
Feb 20, 2025
2024 (Q4)
1.16 / 1.28
1.1313.27% (+0.15)
Oct 29, 2024
2024 (Q3)
1.12 / 1.25
1.0815.74% (+0.17)
Aug 02, 2024
2024 (Q2)
1.27 / 1.32
1.219.09% (+0.11)
May 01, 2024
2024 (Q1)
1.10 / 1.20
1.0415.38% (+0.16)
Feb 29, 2024
2023 (Q4)
1.05 / 1.13
1.057.62% (+0.08)
Nov 01, 2023
2023 (Q3)
0.95 / 1.08
0.9217.39% (+0.16)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

ESAB Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 29, 2025
$121.14$114.34-5.61%
Aug 06, 2025
$131.91$109.17-17.24%
May 01, 2025
$119.92$118.03-1.58%
Feb 20, 2025
$124.83$119.82-4.01%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does ESAB Corporation (ESAB) report earnings?
ESAB Corporation (ESAB) is schdueled to report earning on Mar 10, 2026, Before Open (Confirmed).
    What is ESAB Corporation (ESAB) earnings time?
    ESAB Corporation (ESAB) earnings time is at Mar 10, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is ESAB EPS forecast?
          ESAB EPS forecast for the fiscal quarter 2025 (Q4) is 1.35.
            What am I Missing?
            Make informed decisions based on Top Analysts' activity
            Know what industry insiders are buying
            Get actionable alerts from top Wall Street Analysts
            Find out before anyone else which stock is going to shoot up
            Get powerful stock screeners & detailed portfolio analysis