ESAB Corporation $ESAB Shares Sold by King Luther Capital Management Corp
King Luther Capital Management Corp decreased its stake in ESAB Corporation (NYSE:ESAB) by 19.1% in the third quarter, selling 12,886 shares and owning 54,600 shares valued at $6.1 million. Despite this, other institutional investors have increased their holdings, with 91.13% of the stock owned by hedge funds and institutions. ESAB recently declared a quarterly dividend of $0.10 per share and reported earnings of $1.35 per share, beating analyst estimates.
Esab: Q4 Financial Highlights
Esab Corp. reported a net profit of $37.7 million for the fourth quarter, with adjusted earnings of $1.35 per share, exceeding analyst expectations. The company generated $721 million in revenue, with adjusted revenue slightly below forecasts. For the full year, Esab posted a profit of $226.8 million on $2.7 billion in revenue and projects annual earnings per share between $5.70 and $5.90.
Esab: Q4 Earnings Snapshot
Esab Corp. reported a fourth-quarter profit of $37.7 million, or 61 cents per share, with adjusted earnings of $1.35 per share, surpassing Wall Street expectations. The company's revenue for the quarter was $721 million, with adjusted revenue of $687.6 million falling slightly short of forecasts. For the full year, Esab reported a profit of $226.8 million on $2.7 billion in revenue and projects full-year earnings between $5.70 and $5.90 per share.
ESAB Corporation Confirms Fourth Quarter And Full Year 2025 Results
ESAB Corporation announced its financial results for Q4 and full year 2025, confirming earlier preliminary figures. The company reported increased sales and EBITDA for both periods, driven by organic growth and strategic acquisitions, despite a decline in core organic sales for Q4. ESAB also provided a positive outlook for 2026, forecasting continued growth in core organic sales, total core sales, EBITDA, and EPS.
Esab: Q4 Earnings Snapshot
Esab Corp. reported a fourth-quarter profit of $37.7 million, or 61 cents per share, which adjusted for one-time items, amounted to $1.35 per share, surpassing Wall Street expectations. The welding and cutting equipment maker posted revenue of $721 million, with adjusted revenue of $687.6 million, falling slightly short of analyst forecasts. For the full year, Esab reported a profit of $226.8 million on $2.7 billion in revenue and provided a full-year earnings forecast in the range of $5.70 to $5.90 per share.
Esab (ESAB) Q4 Earnings Surpass Estimates
Esab (ESAB) reported fourth-quarter earnings of $1.35 per share, exceeding the Zacks Consensus Estimate of $1.34 and surpassing last year's $1.28 per share. Despite beating EPS estimates four times in the past year, the company missed revenue estimates for the quarter, posting $687.6 million against an expected 0.02% more. The stock has seen a 16.9% increase year-to-date, outperforming the S&P 500, with a current Zacks Rank #3 (Hold).
3 Overrated Industrials Stocks We Think Twice About
This article identifies three industrial stocks—ESAB, Norfolk Southern, and Gates Industrial Corporation—as potentially overrated due to stagnant sales, declining margins, or high valuations despite recent price increases. It suggests these companies may not be long-term winners and advises investors to consider alternatives, highlighting their own list of "Strong Momentum Stocks" with a history of market-beating returns.
ESAB (ESAB) Expected to Announce Earnings on Thursday
ESAB (NYSE: ESAB) is anticipated to release its Q4 2025 earnings before market open on Thursday, February 19th, with analysts forecasting earnings of $1.34 per share. The company currently trades near $134.79 with a market cap of $8.18 billion and a P/E ratio of 33.95. Institutional ownership is high at approximately 91.13%, and analysts maintain a "Moderate Buy" consensus rating with an average price target of $140.63.
Esab (ESAB) Earnings Expected to Grow: What to Know Ahead of Q4 Release
Esab (ESAB) is projected to report a year-over-year increase in earnings and higher revenues for its Q4 December 2025 quarter. The company's Most Accurate Estimate for EPS is higher than the Zacks Consensus Estimate, combined with a Zacks Rank of #3, suggesting a strong likelihood of an earnings beat. Esab has consistently exceeded EPS estimates in the past four quarters.
Esab (ESAB) Earnings Expected to Grow: What to Know Ahead of Q4 Release
Esab (ESAB) is projected to report a year-over-year increase in both earnings and revenues for the quarter ended December 2025. Analysts expect quarterly earnings of $1.34 per share, up 4.7%, and revenues of $687.72 million, an 8.6% increase. The company's Zacks Earnings ESP of +0.19% combined with a Zacks Rank of #3 suggests a high probability of beating the consensus EPS estimate.
Esab stock hits all-time high at 136.24 USD By Investing.com
ESAB Corp stock has reached an all-time high of $136.24, reflecting significant gains over the past year, six months, and year-to-date. The company maintains a "GOOD" financial health rating with liquid assets exceeding short-term obligations and moderate debt. Despite current prices suggesting potential overvaluation, the company recently announced the acquisition of Eddyfi Technologies for $1.45 billion, a strategic move analysts expect to be accretive by 2027.
Esab stock hits all-time high at 136.24 USD By Investing.com
ESAB Corporation's stock reached an all-time high of $136.24, reflecting a 9.9% increase over the past year and impressive 23.8% and 20.3% gains over six months and year-to-date, respectively. The company maintains a "GOOD" financial health rating and recently announced a $1.45 billion acquisition of Eddyfi Technologies, which analysts expect to be dilutive in 2026 but accretive by 2027.
Esab stock hits all-time high at 136.24 USD
ESAB Corp's stock has reached an all-time high of 136.24 USD, reflecting significant growth of 9.9% over the past year, 23.8% over six months, and 20.3% year-to-date. The company maintains a "GOOD" financial health rating and recently announced the acquisition of Eddyfi Technologies for $1.45 billion, with analysts adjusting price targets accordingly.
JPMorgan Maintains Overweight Rating on ESAB Corporation (ESAB)
JPMorgan analyst Tami Zakaria reaffirmed an Overweight rating on ESAB Corporation, lowering the price target slightly from $140 to $138 due to potential dilutive impacts from an acquisition, though expecting it to become accretive by 2027. Oppenheimer's Bryan Blair also maintained an Outperform rating, raising his target price to $148, anticipating margin improvement and growth despite recent stock declines. ESAB Corporation, a manufacturer of industrial consumables and equipment, is considered a good investment by these analysts, although the article suggests certain AI stocks might offer greater upside.
JPMorgan Maintains Overweight Rating on ESAB Corporation (ESAB)
JPMorgan analyst Tami Zakaria reaffirmed an Overweight rating on ESAB Corporation (ESAB), though she lowered the price target from $140 to $138 due to the potential dilutive impact of its Eddyfi acquisition in 2026. Conversely, Oppenheimer analyst Bryan Blair raised his target price from $142 to $148, maintaining an Outperform rating, expecting margin improvement despite recent stock declines. ESAB supplies consumable products, equipment, and digital solutions for welding operations.
JPMorgan Maintains Overweight Rating on ESAB Corporation (ESAB)
JPMorgan analyst Tami Zakaria reaffirmed an Overweight rating on ESAB Corporation (ESAB), though she lowered the price target from $140 to $138 due to the dilutive impact of a pending acquisition. Oppenheimer's Bryan Blair also maintained an Outperform rating, raising his target price from $142 to $148, citing temporary headwinds and expected margin improvement for the industrial compounder. ESAB is recognized as one of the top industrial machinery and supplies stocks among hedge funds.
ESAB buys Eddyfi Technologies for 1.45 billion USD
ESAB Corporation is acquiring Quebec-based Eddyfi Technologies for $1.45 billion, a move expected to significantly expand ESAB's capabilities in advanced inspection technologies and non-destructive testing. The acquisition will accelerate ESAB's shift to a high-value portfolio, with Eddyfi projected to contribute substantial revenues and adjusted EBITDA, and will strengthen ESAB's presence in key industries like defense, nuclear energy, and critical infrastructure. ESAB anticipates core revenues between $2.85 billion and $2.95 billion by 2026, maintaining Eddyfi's workforce and headquarters in Quebec.
ESAB Corporation to Acquire Eddyfi Technologies, Creating an Unrivaled Provider of Complete Workflow Solutions
ESAB Corporation announced its definitive agreement to acquire Eddyfi Technologies for $1.45 billion, aiming to become an unrivaled provider of complete workflow solutions spanning fabrication, inspection, and monitoring. This acquisition is expected to significantly expand ESAB's total addressable market by approximately $5 billion and is projected to deliver high-single-digit organic growth with over 65% gross margins, enhancing ESAB's position in high-growth end markets such as Aerospace and Defense, Nuclear, Energy, and Civil Infrastructure. The transaction is anticipated to close in mid-2026, subject to customary conditions and regulatory approvals, with ESAB funding it through cash, debt, and $318 million of committed equity.
Stifel Maintains ESAB Corp(ESAB.US) With Buy Rating, Maintains Target Price $144
Stifel analyst Nathan Jones has reiterated a Buy rating for ESAB Corp (ESAB.US) and maintained a target price of $144. According to TipRanks, the analyst boasts a 75.2% success rate and an average return of 22.4% over the past year. This information is provided for educational purposes only and does not constitute investment advice.
Why ESAB stock is jumping today: Eddyfi deal digested, early numbers set the tone
ESAB Corporation's stock jumped roughly 7.4% today after investors appear to have processed its $1.45 billion acquisition of Eddyfi Technologies. The market rebound follows an initial 5% dip after the deal was announced days ago; today's gains coincided with ESAB's preliminary Q4 and full-year 2025 guidance and 2026 outlook. Analysts like JPMorgan have adjusted price targets but maintained "Overweight" ratings, signaling cautious optimism for the company's strategic move to diversify its portfolio into inspection and monitoring tech.
ESAB Breaks Above 200-Day Moving Average - Bullish for ESAB
Shares of ESAB Corp (ESAB) crossed above their 200-day moving average of $118.39, trading as high as $125.09 per share, indicating a bullish trend. The stock was up about 5.6% on the day, with its current trading price of $124.88 falling between its 52-week low of $100.1653 and high of $135.84.
Wall Street Analysts Are Bullish on Top Industrial Goods Picks
Wall Street analysts are expressing bullish sentiments on several industrial goods companies. ESAB Corporation, Cintas, and Parker Hannifin have all received "Buy" ratings from various analysts, with price targets indicating potential upside. The reports highlight strong analyst consensus for these companies within the Industrial Goods sector.
J.P. Morgan Maintains ESAB Corp(ESAB.US) With Buy Rating, Cuts Target Price to $130
J.P. Morgan analyst Tami Zakaria has reiterated a "Buy" rating for ESAB Corp (ESAB.US) but adjusted the target price downwards from $138 to $130. According to TipRanks data, the analyst has a 65.1% success rate and an average return of 14.0% over the past year. This information is intended for educational purposes and not as investment advice.
Van Berkom & Associates Inc. Has $80.05 Million Stock Position in ESAB Corporation $ESAB
Van Berkom & Associates Inc. significantly increased its stake in ESAB Corporation during the third quarter, now holding 716,405 shares valued at approximately $80.05 million. This makes ESAB its 16th largest holding, reflecting strong institutional interest with 91.13% ownership. Wall Street analysts maintain a "Moderate Buy" consensus rating for ESAB, with an average price target of $140.63, suggesting potential upside from its recent share price of $117.57.
Will Esab (ESAB) Beat Estimates Again in Its Next Earnings Report?
This article analyzes Esab (ESAB) and its potential to exceed earnings estimates in its upcoming report. The company has a history of surpassing expectations, with an average beat of 2.71% in the last two quarters. With a positive Zacks Earnings ESP of +0.45% and a Zacks Rank #3 (Hold), Esab is positioned for another potential earnings beat, according to Zacks Investment Research methodologies.
Quebec technology company Eddyfi to be acquired by U.S.-based ESAB Corp. for $2-billion
Quebec-based technology company Eddyfi, specializing in non-destructive testing instrumentation, is being acquired by U.S.-based ESAB Corp. for approximately $2-billion in cash. Eddyfi's CEO, Martin Thériault, expressed his desire for the company to remain Canadian but acknowledged the financial challenges, stating that ESAB's offer was significantly higher than what local investors were willing to provide for refinancing. As part of the deal, ESAB has committed to maintaining Eddyfi's workforce and head office in Quebec City, which was crucial for the Caisse de dépot et placement du Québec's support.
ESAB acquires NDT specialist Eddyfi for US$1.45bn
ESAB Corporation is acquiring Eddyfi Technologies, a specialist in non-destructive testing, for $1.45 billion. This acquisition will expand ESAB's capabilities into new inspection and monitoring technologies used across various sectors like aerospace and defense, projecting Eddyfi to generate around $270 million in revenue in 2026. The deal is expected to close in mid-2026, with ESAB committing to maintain Eddyfi's operations and workforce.
ESAB to Buy Eddyfi for $1.45B, Expanding Beyond Fabrication Into Inspection and Monitoring
ESAB Corporation (NYSE:ESAB) announced its intention to acquire Eddyfi Technologies for $1.45 billion, a move that will expand ESAB's business from fabrication into inspection and lifecycle monitoring. Eddyfi specializes in electromagnetic and ultrasonic testing for mission-critical sectors like nuclear and aerospace, boasts 55% recurring revenue, and strong gross and EBITDA margins. The acquisition, expected to close mid-2026, is projected to increase ESAB's pro forma revenue to $3 billion by 2025 and be EPS accretive by 2027.
Eddyfi Technologies Announces Signing of Definitive Agreement to join ESAB
Eddyfi Technologies, a leader in non-destructive testing, is set to join ESAB in a definitive agreement valued at US$1.45 billion. This transaction follows the split of Previan into NDT Global and Eddyfi Technologies and aims to position Eddyfi for global expansion and technological progress while maintaining its Quebec City headquarters and workforce. The partnership will offer customers a more complete workflow from fabrication to inspection and monitoring, leveraging ESAB's global presence and industrial expertise.
ESAB Announces Acquisition of Eddyfi
ESAB, a major player in welding solutions, has announced its acquisition of Eddyfi. An analyst note from Krzysztof Smalec suggests that while the acquisition is strategically sound, the premium price paid leaves little room for error. The article includes other related reports on ESAB's earnings and business strategy.
ESAB Corp. to acquire Eddyfi Technologies for $2B
ESAB Corp. is set to acquire Quebec City-based Eddyfi Technologies for $2 billion. Eddyfi, which specializes in non-destructive testing technology, expects the deal to foster growth and offer customers a more complete workflow. ESAB anticipates Eddyfi will generate approximately US$270 million in revenue in 2026 and has committed to retaining Eddyfi's workforce and headquarters in Quebec City.
Eddyfi Technologies Announces Signing of Definitive Agreement to join ESAB
Eddyfi Technologies, a leader in non-destructive testing, announced it has signed a definitive agreement to be acquired by ESAB for US$1.45 billion (C$2.0 billion) in cash, subject to regulatory approvals, with closure expected later in 2026. This acquisition follows the split of Previan into two entities and aims to facilitate Eddyfi's global expansion, technological advancement, and long-term sustainability. ESAB has committed to retaining Eddyfi's workforce and headquarters in Québec City, emphasizing continued investment in the region and an integrated approach to industrial solutions from fabrication to inspection.
ESAB Corporation to Acquire Eddyfi Technologies, Creating an Unrivaled Provider of Complete Workflow Solutions
ESAB Corporation announced its definitive agreement to acquire Eddyfi Technologies, a leader in inspection and monitoring technologies, for $1.45 billion. This acquisition aims to create a comprehensive workflow solution provider spanning fabrication, inspection, and monitoring, expanding ESAB's market and improving its financial profile. ESAB expects Eddyfi to generate significant revenue and adjusted EBITDA, contributing to a faster-growing, higher-margin, and less cyclical portfolio, while maintaining Eddyfi's workforce and Quebec City headquarters.
ESAB to buy testing instrument maker Eddyfi in $1.45B deal (ESAB:NYSE)
ESAB Corporation (ESAB) announced an agreement to acquire Canadian testing instrument manufacturer Eddyfi Technologies for $1.45 billion. This acquisition is intended to expand ESAB's reach into markets like aerospace and defense, leveraging Eddyfi's advanced sensing, remote monitoring, robotics, and software services. ESAB's stock was down 4.2% in early trading following the announcement.
ESAB to buy Quebec-based testing equipment maker Eddyfi for $1.45-billion
ESAB Corp. announced its plan to acquire Canadian testing instrument manufacturer Eddyfi Technologies for US$1.45-billion. This strategic acquisition aims to broaden ESAB's product portfolio, expand into high-growth markets like aerospace and defense, and strengthen its presence in sectors such as nuclear, energy, and civil infrastructure. The deal, expected to close in mid-2026, will be funded through cash, debt, and equity, with Eddyfi retaining its workforce and headquarters in Quebec City.
ESAB to acquire Eddyfi Technologies for $1.45 billion
ESAB Corporation announced it will acquire Eddyfi Technologies for $1.45 billion. This acquisition aims to expand ESAB's market presence in high-growth sectors and is expected to close in mid-2026. ESAB also released preliminary Q4 and full-year 2025 results and projected 2026 core revenue and EBITDA, excluding the acquisition.
ESAB Signs Multiple Material Agreements
ESAB has announced a definitive agreement to acquire Eddyfi Holding for $1.45 billion in cash, aiming to expand its inspection and non-destructive testing portfolio. To finance this acquisition, ESAB secured a $1.0 billion bridge loan commitment from JPMorgan Chase. The acquisition is anticipated to close by mid-2026.
ESAB to buy Canadian testing equipment maker Eddyfi for $1.45 billion
ESAB Corp announced its acquisition of Canadian testing equipment maker Eddyfi Technologies for $1.45 billion to expand its product offerings and increase exposure to high-growth sectors like aerospace and defense. The deal, expected to close in mid-2026, will also strengthen ESAB's presence in nuclear, energy, and civil infrastructure markets. ESAB anticipates Eddyfi to generate approximately $270 million in revenue and $80 million in adjusted EBITDA in 2026.
ESAB Corporation to Acquire Eddyfi Technologies, Creating an Unrivaled Provider of Complete Workflow Solutions
ESAB Corporation announced its definitive agreement to acquire Eddyfi Technologies, a leader in advanced inspection and monitoring, for $1.45 billion. This acquisition aims to establish ESAB as an unrivaled provider of complete workflow solutions spanning fabrication, inspection, and monitoring, expanding its total addressable market by approximately $5 billion. The transaction, expected to close in mid-2026, also includes a commitment to maintain Eddyfi's workforce and head office in Quebec City.
Precision Trading with Esab Corporation (ESAB) Risk Zones
This article from Stock Traders Daily analyzes Esab Corporation (ESAB) with a focus on risk zones and trading strategies based on AI models. It identifies weak near-term sentiment that could lead to bearish positioning and outlines specific strategies for position trading, momentum breakout, and risk hedging. The analysis also provides multi-timeframe signal data including support and resistance levels.
ESAB to acquire Novacap and La Caisse-backed Eddyfi Technologies in $1.45bn deal
ESAB Corp has agreed to acquire Eddyfi Technologies, a Canadian company specializing in advanced inspection and monitoring technologies, for $1.45 billion. The deal involves Eddyfi, which is backed by Novacap and Caisse de dépôt et placement du Québec. ESAB has committed to maintaining Eddyfi's workforce and head office in Quebec City, with the acquisition expected to close in mid-2026.
ESAB Corp stock: Quiet climb, rising expectations
ESAB Corp stock has experienced a strong multi-month run but has cooled slightly in the past week, still maintaining near its recent highs. Wall Street analysts remain largely bullish on the company, citing margin expansion opportunities and resilient demand from infrastructure and other end-markets. Despite a recent minor pullback, the stock's year-long performance has been robust, leading investors to view the current dip as a consolidation rather than a trend reversal.
Options Movement At ESAB: Curtis E Jewell Exercises Worth $333K
Curtis E Jewell, SVP at ESAB, exercised stock options worth $333,075, acquiring 3,960 shares of ESAB stock on January 28. This transaction highlights an insider's confidence in the company, though the article also examines ESAB's financial metrics, including its revenue growth, profitability challenges, and debt management. Investors typically consider insider transactions as one factor among many in their investment decisions.
Mitsubishi UFJ Trust & Banking Corp Increases Stock Holdings in ESAB Corporation $ESAB
Mitsubishi UFJ Trust & Banking Corp significantly increased its stake in ESAB Corporation by 9.5% during the third quarter, bringing its total holdings to 122,631 shares valued at $13.7 million. This move is part of a broader trend where institutional investors now own over 91% of ESAB's stock. The company has shown strong financial performance, beating Q3 earnings and revenue estimates, and analysts maintain a "Moderate Buy" rating with a consensus price target of $142.13.
ESAB stock price target raised to $148 by Oppenheimer on growth outlook
Oppenheimer has increased its price target for ESAB (NYSE:ESAB) to $148 from $142, maintaining an Outperform rating, despite the stock's recent underperformance since its Q2 earnings report. The firm views past challenges such as tariff-related delays and investment timing as temporary, anticipating healthy outgrowth and margin expansion driven by international market opportunities and acquisitions. ESAB also reported strong Q3 2025 results, raised its full-year guidance, and declared a dividend, with Stifel reaffirming a Buy rating.
ESAB stock price target raised to $148 by Oppenheimer on growth outlook
Oppenheimer has increased its price target for ESAB (NYSE:ESAB) to $148 from $142, maintaining an Outperform rating, despite the stock's recent underperformance compared to the S&P 500. The firm believes that recent challenges, such as tariff-related shipment delays and investment timing issues, are temporary, and expects ESAB to resume strong growth and margin expansion, benefiting from international market opportunities and acquisitions. ESAB recently reported strong Q3 2025 results, exceeding analyst expectations, raised its full-year guidance, and announced a dividend, further solidifying confidence in its strategic direction.
ESAB's Near-Term Headwinds Transient, Flywheel Acceleration Likely, Oppenheimer Says
Oppenheimer believes that ESAB's recent headwinds are temporary and expects the company to resume growth and margin expansion. Despite investor concerns following Q2 2025 results due to tariff-related delays, Oppenheimer highlights ESAB's strengthened global position, opportunities in Latin America and EMEA, improved APAC demand, and the strategic acquisition of EWM. The firm also anticipates continued aggressive M&A activity and has raised its price target for ESAB to $148, rating the stock at outperform.
Oppenheimer Maintains ESAB Corp(ESAB.US) With Buy Rating, Raises Target Price to $148
Oppenheimer analyst Bryan Blair has reaffirmed a Buy rating for ESAB Corp (ESAB.US) and increased the price target from $142 to $148. According to TipRanks data, the analyst has a strong track record with a 68.6% success rate and an average return of 20.0% over the past year. This report highlights the analyst's confidence in ESAB Corp's performance and future outlook.
JP Morgan Maintains Overweight Rating on ESAB, Lowers Price Targ
JP Morgan has maintained its "Overweight" rating on ESAB but has slightly lowered the 12-month price target from $140.00 to $138.00. Despite this minor adjustment, other analysts have recently raised price targets, reflecting continued positive sentiment for ESAB, a leading manufacturer in the welding industry. The average target price from 9 analysts is $144.22, suggesting a 19.48% upside from its current price.
1 Safe-and-Steady Stock Worth Your Attention and 2 That Underwhelm
This article identifies one solid, low-volatility stock, Erie Indemnity (ERIE), as a potential buy due to its consistent revenue and book value growth, and strong return on equity. Conversely, it advises caution on ESAB and MSCI, citing concerns such as flat sales, underperforming core business, declining free cash flow margin for ESAB, and negative return on equity for MSCI. The author emphasizes finding a balance between safety and returns while suggesting readers explore comprehensive research reports for deeper insights.
