Stocks Industrials ESAB
NYSE · IndustrialsESAB Corp (ESAB)
ESAB Corp brought in $3.1B of revenue over the twelve months to October 2, 2026, up 11.0% from a year earlier. Net income was $156.6M, a net margin of 5.1%. Operating cash flow minus capital spending left $213.3M of free cash flow in fiscal 2025. At October 2, 2026 it held $188.6M in cash against $2.3B of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 4, 2026.
Key facts about ESAB Corp
- Net worth
- ESAB Corp has a market value (market cap) of $5.4B at the latest share price, and shareholders' equity of $2.6B on its balance sheet at October 2, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $2.8B (+3.7% year on year), with net income of $226.8M. Over the 12 months to October 2, 2026: revenue $3.1B, net income $156.6M.
- Cash flow
- In fiscal 2025 operations brought in $260.6M of cash; after $47.3M of capital spending, free cash flow was $213.3M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 4, 2026 and covers the period to October 2, 2026. Open on SEC EDGAR
- Next earnings report
- ESAB Corp's next report is expected around February 1, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- ESAB Corp declared dividends of $0.38 per share in fiscal 2025, a yield of 0.44% at the current price.
What ESAB Corp does
ESAB Corp is registered with the SEC under industry code SIC 3569 (General Industrial Machinery & Equipment, NEC). Its shares trade on NYSE under the ticker ESAB.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $2.8B | $226.8M | $3.67 | $213.3M |
| 2024 | $2.7B | $264.8M | $4.31 | $303.6M |
| 2023 | $2.8B | $205.3M | $3.36 | $282.3M |
| 2022 | $2.6B | $223.7M | $3.69 | $174.1M |
| 2022 | $2.4B | $235.1M | $3.92 | $215.2M |
| 2020 | $2B | $157.4M | $2.62 | $269M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where ESAB ranks in Industrials
Dividends
ESAB Corp declared $0.38 per share in fiscal 2025. At the current price that is a yield of 0.44%. It paid out $21.9M in cash dividends, 10% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | $0.38 | $21.9M | 10% |
| 2024 | $0.30 | $17M | 6% |
| 2023 | $0.23 | $13.3M | 6% |
| 2022 | $0.15 | $6.1M | 3% |
| 2022 | n/a | $0 | 0% |
| 2020 | n/a | $0 | 0% |
Latest SEC filings
What ESAB Corp has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 4, 2026Quarterly report 10-Q · period to October 2, 2026Revenue rose 13% to $824.5M versus the same quarter last year; diluted EPS $0.58 versus $0.90.
- November 4, 2026
- October 30, 2026Passive stake changed SCHEDULE 13G/A
- October 7, 2026Passive stake changed SCHEDULE 13G/A
- August 14, 2026Passive stake changed SCHEDULE 13G/A
- August 6, 2026Exhibits 8-K/A
- August 6, 2026Quarterly report 10-Q · period to July 3, 2026Revenue rose 13% to $807.6M versus the same quarter last year; diluted EPS $0.50 versus $1.09.
- August 6, 2026
- July 31, 2026Passive stake (5% or more) SCHEDULE 13G
- June 12, 2026
What is ESAB worth? A DCF from its reported cash flow
Insider trades
What the people running ESAB Corp did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $294.4K worth of shares in the last 90 days and bought none on the open market.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| November 5, 2026 | Jordan Rhonda LDirector | Exercised options | 3,733 | $124.4K |
| November 5, 2026 | Jordan Rhonda LDirector | Sold | 3,733 | $294.4K |
| October 1, 2026 | Martin SebastienDirector | Exercised options | 198 | - |
| September 30, 2026 | Rales Mitchell PExecutive Chair of Board, Director | Received as pay | 892 | - |
| August 7, 2026 | Jordan Rhonda LDirector | Exercised options | 1,000 | $33.3K |
| August 7, 2026 | Jordan Rhonda LDirector | Sold | 1,000 | $95K |
| June 30, 2026 | Rales Mitchell PExecutive Chair of Board, Director | Received as pay | 596 | - |
| June 1, 2026 | Rales Mitchell PDirector | Gave as a giftindirect | 111,346 | - |
Who owns ESAB
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| T. Rowe Price Associates, Inc.13G, passive | 13.3% | August 14, 2026 |
| T. Rowe Price Investment Management, Inc.13G, passive | 13.2% | May 14, 2025 |
| Mitchell P. Rales13D, may seek influence | 7.1% | June 2, 2026 |
| Vanguard Capital Management13G, passive | 5.01% | July 31, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 347 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 5,318,185 | +134,872 |
| Invesco Ltd. | 2,770,472 | +1,952,376 |
| Vanguard Capital Management LLC | 2,609,497 | +14,361 |
| Vanguard Portfolio Management LLC | 2,475,282 | -14,351 |
| FIL Ltd | 2,341,633 | +946,906 |
| Capital Research Global Investors | 1,862,770 | +1,244,268 |
| State Street Corp | 1,823,249 | +84,190 |
| Neuberger Berman Group LLC | 1,540,251 | -151,172 |
| Fmr LLC | 1,539,732 | +299,670 |
| Dimensional Fund Advisors LP | 1,456,101 | +240,192 |
| Jpmorgan Chase & Co | 1,407,064 | -107,105 |
| Cooke & Bieler LP | 1,269,727 | +264,551 |
| Geode Capital Management, LLC | 1,091,567 | +12,898 |
| Bank of New York Mellon Corp | 955,188 | -29,109 |
| Royce & Associates LP | 865,826 | +52,241 |
| DAVENPORT & Co LLC | 797,757 | +123,340 |
| Champlain Investment Partners, LLC | 756,078 | -548,756 |
| Norges Bank | 677,260 | new |
| TimesSquare Capital Management, LLC | 574,650 | -103,238 |
| Victory Capital Management Inc | 540,262 | +87,436 |
Insiders
11 insiders reported holding 3,791,083 shares in total, about $331.2M at the last price.
| Holder | Shares |
|---|---|
| Rales Mitchell PExecutive Chair of Board, Director | 3,555,1213,537,797 held indirectly |
| Kambeyanda ShyamPresident and CEO, Director | 124,944 |
| Johnson Kevin JChief Financial Officer | 32,561 |
| Biebuyck OlivierPresident, Fab Tech | 20,556 |
| Jewell Curtis ESVP, General Counsel | 19,639 |
| Campion MicheleChief Human Resources Officer | 15,206 |
| Negro RenatoController, PAO | 9,475 |
| Vinnakota RajivDirector | 9,379 |
| Teirlinck Didier PDirector | 3,367 |
| Cummings MelissaDirector | 637 |
Questions about ESAB
What does ESAB Corp do?
ESAB Corp is a company in the Industrials sector, listed on NYSE as ESAB. Its shares trade on NYSE under the ticker ESAB.
What is ESAB Corp's net worth?
ESAB Corp has a market value (market cap) of $5.4B at the latest share price, and shareholders' equity of $2.6B on its balance sheet at October 2, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is ESAB Corp profitable?
Yes. Over the twelve months to October 2, 2026 it reported net income of $156.6M on revenue of $3.1B, a net margin of 5.1%.
How much revenue does ESAB Corp make?
Over the twelve months to October 2, 2026 ESAB Corp reported revenue of $3.1B. That is 11.0% more than a year earlier.
When did ESAB Corp last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 4, 2026. It covers the period to October 2, 2026. Its newest filing of any kind is the insider trade from November 6, 2026.
When is ESAB Corp's next earnings report?
ESAB Corp's next report is expected around February 1, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Does ESAB Corp pay a dividend?
Yes. ESAB Corp declared dividends of $0.38 per share in fiscal 2025, a yield of 0.44% at the current price.
Similar companies
Compare ESAB with
Follow ESAB
Get an email when ESAB Corp files with the SEC: results, executive changes, material agreements and annual reports.
Where the numbers come from
Financial figures are the values ESAB Corp tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.