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ESAB Corporation

ESAB Industrials Industrial Machinery/Components
$66.21
▼ -0.2% Today
as of Oct 23, 10:47 ET
Last 30 days -1.90% Sep 14 → Oct 23
$63.92 $66.06 $68.21 $70.36 $72.50 Sep 14 Sep 22 Sep 30 Oct 07 Oct 15 Oct 23
Open
$64.79
High
$67.09
Low
$63.81
Volume
$848,970
Avg Vol
$678,360
Mkt Cap
$4.2B
P/E (TTM)
29.98
Beta
—
52w High
$137.42
52w Low
$62.74
Div Yield
—
Shares Out
$62M

Recent Press Releases & News last 60 days · 12 items

Oct 22 · 12:00 PR Business Wire
ESAB ROBBI AI™ Cobot for MIG and TIG Welding Automation Brings Physical AI to the Shop Floor
Oct 21 · 12:55 MT Newswires
Oppenheimer Adjusts Price Target on ESAB to $110 From $135, Maintains Outperform Rating
Oct 20 · 15:17 StockStory
ESAB (ESAB): Buy, Sell, or Hold Post Q2 Earnings?
▸ Show all 12 press releases & news Free account →

ESAB earnings at a glance

ESAB Corporation (ESAB) is scheduled to report earnings on Wednesday, November 4, 2026 before the market opens — in 12 days. Analysts expect earnings per share of $1.34, compared with $1.32 in the same quarter last year (+2%). The options market is pricing a move of about ±8.1% after the report, a range of roughly $60.88 to $71.54 from today's $66.21. Over its last 6 reports the stock rose the next day 2 times and fell 4, moving ±4.8% on average; after the most recent report on Aug 6, 2026 it moved +2.2%. That means options currently expect more movement than ESAB has typically delivered. ESAB beat the consensus EPS estimate in 4 of its last 6 reported quarters. Implied volatility is currently 68%. The share price of $66.21 sits near its 52-week low.

More Industrials stocks · All stocks · Earnings calendar

Overview

52-week range
$63
$137
5% of range
Avg surprise (last 6)
+1.4%
Avg reaction (last 6)
-3.8%
33% positive
Latest IV / EM
68%
EM ±8.1% · $65 · Oct 16

Earnings trends

EPS — actual vs estimate Actual Estimate
$0.52$0.73$0.95$1.16$1.37 Actual $0.52Actual $1.07Actual $0.94Actual $0.98Actual $1.35Actual $1.11Actual $1.25Est $1.18Actual $1.36Est $1.34Actual $1.32Est $1.27Actual $1.35Est $1.34Actual $1.31Est $1.32Actual $1.33Est $1.37 MarJunSepMarJunSepMar/2025Jun/2025Sep/20258KMar/2026Jun/2026
Revenue vs Net Income Revenue Net income
$0$212M$424M$636M$848M Sep 24Apr 25Jul 25Oct 25Apr 26Jul 26

Earnings history

DatePeriodActual EPSEstSurpriseYoY %ΔDay reactSource
Thu Aug 6, 2026Jun/2026 $1.33 $1.37 -2.9% +0.7% +2.2% earnings
Thu May 7, 2026Mar/2026 $1.31 $1.32 -0.8% +4.8% +0.8% earnings
Fri Feb 20, 20268K 2026-02-20 $1.35 $1.34 +0.8% — -1.5% earnings
Wed Oct 29, 2025Sep/2025 $1.32 $1.27 +3.9% — -5.6% earnings
Wed Aug 6, 2025Jun/2025 $1.36 $1.34 +1.5% — -17.2% earnings
Thu May 1, 2025Mar/2025 $1.25 $1.18 +5.9% — -1.6% earnings
Fri Sep 27, 2024Sep 2024 $1.11 — — — — financials
Fri Jun 28, 2024Jun 2024 $1.35 — — — — financials
Fri Mar 29, 2024Mar 2024 $0.98 — — — — financials
Fri Sep 29, 2023Sep 2023 $0.94 — — — — financials
Fri Jun 30, 2023Jun 2023 $1.07 — — — — financials
Fri Mar 31, 2023Mar 2023 $0.52 — — — — financials

Upcoming

DateFiscalTimeEPS EstLY EPSYoY %Δ
Wed Nov 4, 2026Sep/2026BMO $1.34$1.32 +1.5%

Financials

Income statement (quarterly)

MetricJul 2026Apr 2026Dec 2025Oct 2025Jul 2025Apr 2025Dec 2024Sep 2024
Revenue$808M$746M—$728M$716M$678M—$673M
Cost of revenue$500M$470M—$459M$450M$423M—$419M
Gross profit$307M$275M—$269M$266M$255M—$254M
Operating income$79M$90M—$107M$109M$110M—$106M
Net income$32M$49M—$55M$67M$70M—$68M
EPS (diluted)$0.50$0.78—$0.90$1.09$1.10—$1.11

Balance sheet (quarterly)

MetricJul 2026Apr 2026Dec 2025Oct 2025Jul 2025Apr 2025Dec 2024Sep 2024
Cash & equivalents$217M$1.00B$186M$218M$258M$291M$249M$254M
Inventory$582M$521M$482M$504M$474M$451M$404M$423M
Total current assets$1.53B$2.17B$1.26B$1.33B$1.34B$1.29B$1.15B$1.22B
Total assets$6.56B$5.62B$4.77B$4.87B$4.43B$4.22B$4.03B$4.08B
Long-term debt$2.39B$2.03B$1.23B$1.33B$1.06B$1.06B$1.06B$1.08B
Total liabilities$3.98B$3.39B$2.55B$2.71B$2.32B$2.27B$2.23B$2.21B
Total equity$2.54B$2.24B$2.17B$2.12B$2.11B$1.95B$1.77B$1.88B

Implied volatility — last 90 days

44%73%102%132%161% Jun 07 — IV 60% · EM ±8.2%Jun 08 — IV 47% · EM ±6.2%Jun 09 — IV 55% · EM ±7.0%Jun 10 — IV 60% · EM ±7.1%Jun 11 — IV 63% · EM ±7.0%Jun 12 — IV 57% · EM ±5.8%Jun 15 — IV 63% · EM ±4.5%Jun 16 — IV 112% · EM ±6.6%Jun 17 — IV 102% · EM ±4.3%Jun 19 — IV 52% · EM ±11.4%Jun 22 — IV 53% · EM ±11.1%Jun 23 — IV 59% · EM ±12.2%Jun 24 — IV 59% · EM ±11.8%Jun 25 — IV 55% · EM ±10.8%Jun 26 — IV 56% · EM ±10.7%Jun 29 — IV 61% · EM ±10.8%Jun 30 — IV 58% · EM ±10.0%Jul 01 — IV 56% · EM ±9.3%Jul 02 — IV 58% · EM ±9.4%Jul 03 — IV 60% · EM ±9.4%Jul 06 — IV 65% · EM ±9.0%Jul 07 — IV 64% · EM ±8.4%Jul 08 — IV 62% · EM ±7.8%Jul 09 — IV 60% · EM ±7.1%Jul 10 — IV 56% · EM ±6.2%Jul 13 — IV 62% · EM ±5.2%Jul 14 — IV 68% · EM ±4.9%Jul 15 — IV 79% · EM ±4.6%Jul 16 — IV 104% · EM ±4.3%Jul 20 — IV 62% · EM ±14.7%Jul 21 — IV 62% · EM ±14.4%Jul 22 — IV 62% · EM ±14.1%Jul 23 — IV 62% · EM ±14.0%Jul 24 — IV 62% · EM ±13.7%Jul 27 — IV 64% · EM ±13.3%Jul 28 — IV 62% · EM ±12.6%Jul 29 — IV 63% · EM ±12.6%Jul 30 — IV 64% · EM ±12.4%Jul 31 — IV 62% · EM ±11.8%Aug 03 — IV 66% · EM ±11.6%Aug 04 — IV 62% · EM ±10.6%Aug 05 — IV 64% · EM ±10.6%Aug 06 — IV 51% · EM ±8.3%Aug 07 — IV 52% · EM ±8.1%Aug 10 — IV 57% · EM ±7.9%Aug 11 — IV 57% · EM ±7.6%Aug 12 — IV 55% · EM ±6.9%Aug 13 — IV 54% · EM ±6.3%Aug 14 — IV 59% · EM ±6.5%Aug 17 — IV 82% · EM ±6.8%Aug 18 — IV 73% · EM ±5.3%Aug 19 — IV 82% · EM ±4.8%Aug 20 — IV 131% · EM ±5.5%Aug 24 — IV 48% · EM ±10.0%Aug 25 — IV 52% · EM ±10.6%Aug 26 — IV 50% · EM ±10.0%Aug 27 — IV 46% · EM ±9.1%Aug 28 — IV 51% · EM ±9.7%Aug 31 — IV 52% · EM ±9.3%Sep 01 — IV 52% · EM ±8.9%Sep 02 — IV 49% · EM ±8.2%Sep 03 — IV 49% · EM ±8.0%Sep 04 — IV 53% · EM ±8.3%Sep 07 — IV 60% · EM ±8.3%Sep 08 — IV 49% · EM ±6.5%Sep 09 — IV 57% · EM ±7.1%Sep 10 — IV 52% · EM ±6.2%Sep 11 — IV 49% · EM ±5.4%Sep 14 — IV 111% · EM ±9.3%Sep 15 — IV 117% · EM ±8.5%Sep 16 — IV 131% · EM ±7.7%Sep 17 — IV 162% · EM ±6.8%Sep 21 — IV 48% · EM ±10.1%Sep 22 — IV 52% · EM ±10.6%Sep 23 — IV 53% · EM ±10.7%Sep 24 — IV 51% · EM ±10.0%Sep 25 — IV 44% · EM ±8.4%Sep 28 — IV 51% · EM ±9.0%Sep 29 — IV 53% · EM ±9.1%Sep 30 — IV 50% · EM ±8.3%Oct 01 — IV 64% · EM ±10.4%Oct 02 — IV 56% · EM ±8.7%Oct 05 — IV 60% · EM ±8.3%Oct 06 — IV 55% · EM ±7.3%Oct 07 — IV 64% · EM ±8.0%Oct 08 — IV 68% · EM ±8.1%

Sector peers

ALH
Alliance Laundry Holdings Inc.
$4.2B $21.16-0.8%
BC
Brunswick Corporation
$4.1B $64.92-0.9%
MIR
Mirion Technologies, Inc.
$4.1B $14.71-4.3%
ACLS
Axcelis Technologies, Inc.
$4.3B $107.90-7.5%
VNT
Vontier Corporation
$4.4B $34.04-0.3%
MIDD
The Middleby Corporation
$4.8B $110.11-0.9%

ESAB earnings FAQ

When is ESAB's next earnings date?

ESAB Corporation is expected to report on November 4, 2026, before the market opens.

What is ESAB's expected move for earnings?

Options currently price a move of about ±8.1%, or $5.33 per share either way from $66.21.

How does ESAB stock usually react to earnings?

Across the last 6 reports the average next-day move was ±4.8%, up 2 times and down 4 times.

What EPS are analysts expecting from ESAB Corporation?

The consensus estimate is $1.34 per share, versus $1.32 a year ago.

What is ESAB's implied volatility?

ESAB's at-the-money implied volatility is about 68% based on the latest options snapshot.

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