ESAB Q2 2026 Earnings Call: Complete Transcript
ESAB Corporation reported record total sales of $766 million in Q2 2026, a 13% year-over-year increase, with 2.5% organic growth driven by automation and equipment. The acquisition of Edify was completed ahead of schedule, contributing to future organic growth and margin expansion. The company raised its full-year 2026 outlook, expecting total core sales of $3.0 to $3.1 billion and adjusted EBITDA of $615 to $625 million, while acknowledging transitory price-cost neutrality impacts and geopolitical headwinds in the Middle East.
Executive chair Mitchell P. Rales receives 892 stock units from ESAB Corp (ESAB).
ESAB Corp's Executive Chair of the Board, Mitchell P. Rales, was granted 892 deferred stock units on September 30, 2026. These units are payable solely in common stock, and the underlying shares will be issued upon Rales's death or January 31st of the second calendar year following his retirement from the Board. After this grant, Rales directly holds 17,324 shares, with additional indirect holdings through a family partnership and the Mitchell P. Rales Family Trust.
CFX5780788 Bond Profile: Coupon and Redemption
This article provides a detailed profile of the ESAB Corporation 6.25% bond, CFX5780788, maturing on April 15, 2029. It covers key facts such as issuer details, issue and maturity dates, face value, and an overview of ESAB Corp.'s business. The profile also details interest payment information, including the semi-annual coupon frequency, fixed rate, and a schedule of upcoming coupon payouts.
A stock grant conversion leaves ESAB Corp (ESAB) director Martin holding 198 common shares directly.
ESAB Corp director Sebastien Martin converted 198 restricted stock units into 198 common shares on October 1, 2026. Following this transaction, Martin directly holds 198 common shares and 397 restricted stock units. These restricted stock units are set to vest in three equal annual installments starting from October 1, 2026.
200 stock units replace the cash retainer for ESAB (ESAB) director Didier P. Teirlinck.
ESAB director Didier P. Teirlinck received 200 deferred stock units on September 30, 2026, as a replacement for his cash retainer for Board service. These units vested immediately and will be settled in ESAB common stock upon his separation from the company. Each unit represents a contingent right to receive one ESAB common share.
ESAB Corporation (ESAB) Stock Price, News, Quote & History
This article provides a detailed financial overview of ESAB Corporation (ESAB), including its stock price, historical data, recent news, and analyst ratings. It highlights the company's dividend announcement, stock performance over various periods, key financial metrics, and a company overview. The article also includes performance comparisons against the S&P 500 and earnings trends.
Instead of cash, ESAB Corp (ESAB) director Robert S. Lutz receives 494 stock units for Board service.
ESAB Corp director Robert S. Lutz received 494 deferred stock units on September 30, 2026, as compensation for his Board service instead of a cash retainer. These units, which vest immediately and will convert to ESAB common stock after his separation from the company, represent a contingent right to one share each. This transaction aligns the director's compensation with the company's long-term performance.
ESAB Corp (ESAB) Stock Down 6.5% -- Now Undervalued? GF Score: 7
ESAB Corp (ESAB) shares dropped 6.5% to $67.25, leading GuruFocus to estimate it as 42.6% undervalued with a GF Value™ of $117.12. Despite an attractive valuation and a GF Score™ of 78/100, concerns arise from a "value trap" warning and significant insider selling amounting to $8.9M over the past year. Investors are advised to exercise caution due to these mixed signals from guru sentiment and insider activity.
ESAB (NYSE:ESAB) Stock Price Down 7.3% - Here's Why
ESAB Corporation (NYSE:ESAB) saw its stock price drop by 7.3% to $66.68 on Monday, with trading volume significantly below average. Despite this, analysts largely maintain "Buy" ratings with a consensus price target of $135.57, though several firms have recently lowered their targets. The company missed quarterly EPS estimates but reported increased revenue and reaffirmed its fiscal 2026 EPS guidance, also declaring a $0.12 quarterly dividend.
BofA Securities Adjusts Price Target on ESAB to $122 From $142
BofA Securities has lowered its price target for ESAB Corporation (ESAB) shares to $122 from the previous target of $142. The article, published on September 24, 2026, at 08:51 am EDT, notes this change in analyst recommendation. ESAB Corporation is an industrial compounder specializing in fabrication technology, advanced equipment, consumables, and digital solutions, operating in Americas and EMEA & APAC segments.
232,568 Shares in ESAB Corporation $ESAB Bought by Bank of America Corp DE
Bank of America Corp DE recently acquired 232,568 shares of ESAB Corporation (NYSE:ESAB) valued at approximately $22.9 million, giving it a 0.37% stake. Institutional investors collectively own a significant 91.13% of the company, which maintains a "Moderate Buy" consensus rating from analysts with an average price target of $135.57. Despite narrowly missing quarterly earnings estimates, ESAB reported strong revenue growth and declared a quarterly dividend.
ESAB, Altrad held liable for Cape asbestos operations
A South Carolina trial court ruled that ESAB Corp. and France-based Altrad Group are responsible for the historical asbestos operations and related legal judgments of Cape Asbestos Co. Ltd. This ruling stems from a lawsuit filed by John A. Tibbs, who alleges his cancer was caused by raw asbestos sold by Cape, highlighting ESAB's corporate parentage of entities controlling Cape's business and Altrad's acquisition of Cape in 2017. The court found both companies liable for Cape's conduct and liabilities, particularly given Cape's significant role in supplying asbestos to the U.S.
ESAB Corp (ESAB) Stock Up 3.2% and Still Undervalued -- GF Score: 77/100
ESAB Corp (ESAB) saw its stock rise by 3.2%, yet it remains undervalued according to the GF Value™ of $117.07 against its current price of $67.01, indicating a significant margin of safety. The company holds a GF Score™ of 77/100, driven by strong profitability and growth, but faces a "possible value trap" label due to weaker valuation and momentum ranks. Insider selling activity, despite guru accumulation, presents a complex picture for investors.
UBS Maintains ESAB Corp(ESAB.US) With Buy Rating, Maintains Target Price $145
UBS has reiterated its Buy rating on ESAB Corp (ESAB.US) and maintained a target price of $145. This suggests continued confidence from UBS in the company's stock performance.
Roth MKM Maintains ESAB Corp(ESAB.US) With Buy Rating, Cuts Target Price to $133
Roth MKM has reiterated its Buy rating on ESAB Corp (ESAB.US) but has adjusted its price target downwards to $133. This indicates a continued positive outlook on the company despite the revised target. The report provides an analyst's perspective on ESAB Corp's valuation and future prospects.
ESAB stock hits 52-week low at 66.65 USD
ESAB stock has fallen to a 52-week low of $66.65, representing a 38.79% decline over the past year. Despite the downturn, InvestingPro analysis indicates the stock is oversold and undervalued, with the company remaining profitable and having raised its dividend for four consecutive years. ESAB recently reported mixed Q2 2026 financial results, with revenue exceeding forecasts but adjusted earnings per share falling short due to margin pressure and financing effects.
UBS Initiates ESAB Corp(ESAB.US) With Buy Rating, Announces Target Price $145
UBS has initiated coverage on ESAB Corp (ESAB.US) with a Buy rating and set a price target of $145. This new rating suggests a positive outlook for the company's stock from the investment bank.
California State Teachers Retirement System Has $6.25 Million Stock Holdings in ESAB Corporation $ESAB
The California State Teachers Retirement System reduced its stake in ESAB Corporation by 5.9% in the second quarter, now holding 63,366 shares valued at approximately $6.25 million. Despite this, institutional investors and hedge funds own a significant 91.13% of the company. Analysts maintain a "Moderate Buy" consensus rating with an average price target of $135.57 for ESAB, which recently reported strong revenue growth but missed earnings estimates and declared a quarterly dividend.
ESAB Price Target Cut to $133.00/Share From $151.00 by Roth Capital
Roth Capital has reduced its price target for ESAB shares to $133.00, down from the previous target of $151.00. This adjustment implies a potential decrease in the expected future value of the stock according to the firm's analysis. Investors and current shareholders of ESAB may want to take note of this updated target from Roth Capital.
ESAB declares $0.12 quarterly dividend payable in October
ESAB Corporation has announced a quarterly cash dividend of $0.12 per share of common stock. The dividend is scheduled to be paid on October 16, 2026, to shareholders of record as of October 2, 2026. ESAB is an industrial company established in 1904, serving customers in approximately 150 countries.
Press Release: ESAB Corporation Board Declares Dividend
ESAB Corporation's Board of Directors has declared a regular quarterly cash dividend of $0.05 per share. The dividend is payable on October 25, 2026, to shareholders of record as of the close of business on October 11, 2026. This announcement reflects the company's ongoing commitment to returning value to its shareholders.
ESAB Corp (ESAB) Stock Down 4.9% -- Now Undervalued? GF Score: 7
ESAB Corp's stock has fallen 4.9%, contributing to a 37.9% year-to-date drop, yet GuruFocus assesses it as 40.7% undervalued with an Above Average GF Score of 77/100. While guru investors are adding to their positions, insider selling of $8.9 million without any buying activity suggests caution is warranted. Investors should carefully consider the potential for a value trap despite the undervaluation and solid profitability.
ESAB declares $0.12 quarterly dividend payable in October By Investing.com
ESAB Corporation has announced a quarterly cash dividend of $0.12 per share of common stock. This dividend is scheduled to be paid on October 16, 2026, to shareholders who are on record as of October 2, 2026. ESAB is an industrial company founded in 1904, based in North Bethesda, Maryland, with approximately 11,300 employees serving customers in about 150 countries.
ESAB declares $0.12 quarterly dividend payable in October By Investing.com
ESAB Corporation has announced a quarterly cash dividend of $0.12 per share of common stock. The dividend is scheduled to be paid on October 16, 2026, to shareholders of record as of October 2, 2026. ESAB is an industrial company founded in 1904, employing approximately 11,300 associates and serving customers in about 150 countries.
ESAB Corporation Declares $0.12 Dividend, Unchanged for the Quarter
ESAB Corporation announced a quarterly cash dividend of $0.12, which remains unchanged from the previous quarter. This information was disclosed by the company on Thursday, as reported by MT Newswires. Access to the full article requires a premium subscription.
Esab stock hits 52-week low at $73.14 By Investing.com
Esab Corp's stock has fallen to a 52-week low of $73.14, representing a 47% drop from its high and a 35.43% decrease over the past year. Despite a recent revenue beat in Q2 2026 driven by an acquisition and increased demand, the company missed earnings expectations, leading to investor concerns. InvestingPro analysis suggests the stock may be undervalued, indicating potential for patient investors.
Esab stock hits 52-week low at $73.14 By Investing.com
Esab Corp's stock has hit a 52-week low at $73.14, representing a nearly 47% drop from its high and a 35.43% decrease over the past year. Despite a revenue beat in Q2 2026, adjusted EPS fell short of expectations, indicating ongoing market volatility and pressures. InvestingPro analysis suggests the stock may be undervalued, offering potential upside for long-term investors.
Esab stock hits 52-week low at $73.14
Esab Corp's stock has hit a 52-week low at $73.14, marking a significant drop of nearly 47% from its high and a 30% decline over the past six months. Despite this downturn, InvestingPro analysis suggests the stock may be undervalued. This comes after the company reported mixed Q2 2026 results, with revenue exceeding expectations due to acquisitions and demand, but adjusted earnings per share missing forecasts.
Why Is ESAB (NYSE:ESAB) Gaining Russell 1000 Focus?
ESAB Corporation (NYSE:ESAB), an industrial company specializing in welding, cutting, automation, robotics, and specialty gas control technologies, is part of the Russell 1000 index. The company's products support various industries globally, including construction, automotive, and energy. ESAB is further expanding its business through the proposed acquisition of Eddyfi Technologies, which focuses on advanced inspection and monitoring.
ESAB Corporation (NYSE:ESAB) Receives Average Recommendation of "Moderate Buy" from Analysts
ESAB Corporation (NYSE:ESAB) has received an average "Moderate Buy" rating from analysts, with seven out of eight brokerages recommending a buy and one a hold. The average 12-month price target is set at $138.14. Despite reporting better-than-expected quarterly revenue of $807.6 million, the company's earnings per share of $1.33 fell short of consensus estimates.
Legal & General Group Plc Invests $7.22 Million in ESAB Corporation $ESAB
Legal & General Group Plc has acquired a new stake of 73,231 shares in ESAB Corporation, valued at approximately $7.22 million, joining other institutional investors who collectively own 91.13% of the company. Despite ESAB's stock opening near its one-year low and missing EPS estimates in its latest quarter, analysts maintain a "Moderate Buy" consensus with an average price target of $138.14. The company reported a 12.9% year-over-year revenue increase and provided fiscal 2026 EPS guidance of $5.40–$5.50.
ESAB (NYSE:ESAB) Hits New Low Despite Solid Revenue Growth
ESAB Corporation (NYSE:ESAB) has reached a new yearly low despite solid revenue growth, creating a complex picture for investors. While the company's sales have increased, earnings per share missed market expectations, raising concerns about profitability and operational costs. Market watchers are now focused on whether ESAB can sustain revenue growth while improving its margins, leveraging its strong balance sheet, and capitalizing on industrial automation trends.
The Manufacturers Life Insurance Company Makes New Investment in ESAB Corporation $ESAB
The Manufacturers Life Insurance Company has made a new investment in ESAB Corporation (NYSE:ESAB), purchasing 38,030 shares valued at approximately $3.75 million. This increases institutional ownership of ESAB, which stands at 91.13%. Analysts maintain a "Moderate Buy" rating for ESAB with an average price target of $138.14, despite mixed recent quarterly results where EPS missed estimates but revenue exceeded expectations.
Esab stock hits 52-week low at $77.28
Esab Corp's stock has hit a 52-week low of $77.28, reflecting a 32.61% decline over the past year and a 37% drop in the last six months. Eight analysts have revised earnings downwards for the upcoming period, indicating concerns about near-term performance. Despite the selloff, InvestingPro analysis suggests the stock might be undervalued.
Bank of New York Mellon Corp Takes $94.21 Million Position in ESAB Corporation $ESAB
Bank of New York Mellon Corp recently acquired a new position in ESAB Corporation, purchasing 955,188 shares valued at approximately $94.21 million, now owning 1.57% of the company. Other institutional investors like TimesSquare Capital Management LLC and Bessemer Group Inc. also significantly adjusted their holdings. Insider selling was noted, with Director Rhonda L. Jordan selling 1,000 shares.
Bank of America Corp DE Sells 19,821 Shares of ESAB Corporation $ESAB
Bank of America Corp DE reduced its stake in ESAB Corporation by 11.6%, selling 19,821 shares and retaining 150,985 shares valued at $14.6 million. Despite several recent target reductions, analysts maintain a "Moderate Buy" consensus with an average price target of $138.14. ESAB's shares opened at $81.49 after slightly missing quarterly EPS estimates but exceeding revenue expectations.
Esab stock hits 52-week low at 82.15 USD
Esab Corp's stock has hit a 52-week low at $82.17, marking a significant decline of 25.32% over the past year and 36% in the last six months. Despite a recent revenue beat in Q2 2026, the industrial equipment manufacturer's adjusted EPS fell short of expectations, and analysts have revised earnings downwards. The stock now trades near its InvestingPro Fair Value, suggesting current challenges are largely priced in.
Esab stock hits 52-week low at 82.15 USD By Investing.com
ESAB Corporation's stock has reached a new 52-week low of $82.17, marking a 25.32% decline over the past year and 36% in the last six months. With a market capitalization of $5.1 billion, the stock is trading near its InvestingPro Fair Value, suggesting current challenges might be fully priced in. Analysts have revised earnings downwards, despite the company's recent revenue beat in Q2 2026, which was offset by an earnings per share miss.
Esab stock hits 52-week low at 82.15 USD By Investing.com
Esab Corp's stock has hit a new 52-week low of $82.17, reflecting a 25.32% decline over the past year and a 36% drop in the last six months. Despite reporting a revenue beat of $807.63 million in Q2 2026, the company's adjusted earnings per share of $1.33 missed expectations, and 8 analysts have revised their earnings forecasts downwards. The stock now trades near its InvestingPro Fair Value, suggesting current challenges are priced in.
Walleye Capital LLC Acquires New Holdings in ESAB Corporation $ESAB
Walleye Capital LLC has acquired a new position in ESAB Corporation (NYSE:ESAB), purchasing 29,169 shares valued at approximately $2.877 million. Institutional investors collectively own 91.13% of the company, and analysts generally maintain a "Moderate Buy" rating with an average price target of $138.38. ESAB recently reported a 12.9% year-over-year revenue increase but missed adjusted EPS estimates, with shares trading near their 12-month low.
5 Revealing Analyst Questions From ESAB’s Q2 Earnings Call
ESAB's Q2 earnings call revealed strong sales growth, particularly in North America and Asia, driven by equipment and automation demand, despite margin pressures from logistics and commodity costs. Acquisitions like Eddyfi contributed to organic growth. Analysts probed topics such as the cadence of organic growth, price/cost neutrality, Eddyfi's synergy potential, combined offerings, and European defense spending.
T. Rowe Price Associates (ESAB) discloses 8.13M ESAB Corp shares under sole control
T. Rowe Price Associates, Inc. has filed an amended Schedule 13G/A, disclosing beneficial ownership of 8,126,915 shares of ESAB Corp common stock, which represents a 13.3% stake. The filing indicates that T. Rowe Price Associates holds sole voting power over 7,967,956 shares and sole dispositive power over all 8,126,915 shares, with no shared voting or dispositive power. The firm explicitly denies that the filing constitutes an admission of beneficial ownership.
Stifel Maintains ESAB Corp(ESAB.US) With Buy Rating, Maintains Target Price $132
Stifel has reiterated its Buy rating for ESAB Corp (ESAB.US) and maintained its target price at $132. This indicates a continued positive outlook from the firm regarding ESAB Corp's stock performance.
Roth MKM Maintains ESAB Corp(ESAB.US) With Buy Rating, Maintains Target Price $151
Roth MKM has reiterated its Buy rating for ESAB Corp (ESAB.US) and maintained its target price at $151. This indicates continued confidence in the company's performance and future prospects from the analyst firm.
ESAB Corporation (NYSE:ESAB) Given Consensus Recommendation of "Moderate Buy" by Brokerages
ESAB Corporation (NYSE:ESAB) has received a "Moderate Buy" consensus rating from brokerages, with eight analysts recommending a buy and two a hold. The average 12-month price target is $138.38, significantly higher than its current share price of $87.99. Despite reporting mixed quarterly results with revenue beating estimates but EPS falling short, institutional ownership remains high at 91.13%.
J.P. Morgan Maintains ESAB Corp(ESAB.US) With Buy Rating, Cuts Target Price to $125
J.P. Morgan has reiterated its Buy rating on ESAB Corp (ESAB.US) but has reduced its target price for the stock to $125. This indicates a continued positive outlook on the company despite the revised price target.
Options Movement At ESAB: Rhonda Jordan Exercises Worth $52K
Rhonda Jordan, a Director at ESAB (NYSE: ESAB), exercised stock options for 1,000 shares worth $52,750, as detailed in a recent SEC filing. The exercise price was $33.33 per share, with ESAB shares trading at $86.08 on Tuesday morning. The article also provides a financial overview of ESAB, highlighting its revenue growth, gross margin challenges, declining EPS, high debt-to-equity ratio, and valuation metrics suggesting potential undervaluation.
ESAB (NYSE:ESAB) Director Sells $95,000.00 in Stock
ESAB Director Rhonda Jordan sold 1,000 shares of the company's stock for $95,000, reducing her ownership by 50%. This sale occurred as ESAB's shares fell 7% to $85.40 after the company missed EPS estimates for the quarter, despite a revenue increase. Despite these recent challenges, analysts maintain a "Moderate Buy" consensus with an average price target significantly above the current share price.
ESAB Corp (ESAB) director exercises 1,000 options and sells 1,000 shares
ESAB Corp director Rhonda L. Jordan exercised 1,000 stock options at $33.33 per share and subsequently sold 1,000 common shares at $95.00 per share on August 7, 2026. Following these transactions, she directly holds 3,733 options and indirectly holds common stock through family trusts and her spouse. The filing also clarifies that no 10b5-1 trading plan was indicated.
Quantinno Capital Management LP Buys 27,514 Shares of ESAB Corporation $ESAB
Quantinno Capital Management LP increased its stake in ESAB Corporation (NYSE:ESAB) by 162.6% in the first quarter, purchasing an additional 27,514 shares to own a total of 44,435 shares valued at approximately $4.3 million. This comes as institutional investors collectively hold 91.13% of the company's stock. While ESAB reported strong second-quarter revenue growth, exceeding analyst estimates, its adjusted EPS of $1.33 missed expectations and its 2026 adjusted EPS guidance is below the analyst consensus.
