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.
| Metals & Mining Industry | Materials Sector | Shyam P. Kambeyanda CEO | XFRA Exchange | US29605J1060 ISIN |
| US Country | 8,000 Employees | 31 Dec 2025 Last Dividend | - Last Split | 5 Apr 2022 IPO Date |
Founded in 1904 and headquartered in North Bethesda, Maryland, ESAB Corporation specializes in the formulation, development, manufacture, and supply of consumable products and equipment for various cutting, joining, automated welding, and gas control applications. With a global operational footprint spanning North America, South America, Europe, the Middle East, India, Africa, and the Asia Pacific, the company caters to a diverse array of end markets including general industry, infrastructure, renewable energy, medical and life sciences, transportation, construction, and energy sectors. ESAB Corporation prides itself on its comprehensive portfolio, leveraging both direct sales teams and independent distributors to market its products primarily under the esteemed ESAB brand.
Includes electrodes, cored and solid wires, and fluxes made from specialty and various other materials, addressing a broad spectrum of welding needs across different industries.
Consists of electrodes, nozzles, shields, and tips designed for precision and efficiency in cutting operations.
Ranges from portable welding machines suitable for small-scale operations to large customized automated cutting and welding systems developed for industrial applications.
Offers a suite of software and digital tools aimed at enhancing productivity, enabling remote monitoring of welding operations, and facilitating the digitization of documentation for better workflow and process optimization.