ESAB Corp · General Industrial Machinery & Equipment, NEC

ESAB

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The short version

A profitable company with growing sales. Institutions are adding.

Going well

Sales up 13% in the latest quarter vs a year ago
Profitable
Brings in more cash than it spends

Money moves

No insider buying or selling in the last 30 days
Institutions added 11% to their holdings in the quarter ending June 2026 (179 bought, 167 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$67.31+0.6% that day

Company value: $4.2B; Share price times all shares
Price vs profit (P/E): 24.2x; You pay about $24 for each $1 of yearly profit
Price vs sales: 1.4x; Company value is 1.4 times a year of sales
Dividend yield: 0.6%; Yearly dividend as a share of today's price
Cash vs value: 5%; Cash as a share of company value
Debt vs value: 29%; Debt as a share of company value

From ESAB's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jul '26

$807.6M+13% vs a year earlier

Sep '23Tap a barJul '26

Last 12 months: $3.0B, up 9.7% from the 12 months before. Over 5 years, sales grew about 7.8% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of ESAB. Starting points are the company's recent numbers.

Sales growth+10% a yearRecently: +9.7% a yearProfit margin6%Last 12 months: 5.7%P/E at the end24xToday: 24.2x. Many steady companies trade at 12x to 25xShare count change+1% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$4.8B

Profit in 5 years$290M

Price these guesses point to$106.55+58% vs $67.31 todayAbout +9.6% a year, before dividends

What today's price needs: with a 6% margin and a 24x P/E, sales would have to grow about 0.3% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

2/7Weak

MissReturn on equity 15%+Earns a lot on the money owners have in the business.11.5%
MissDebt under half of equityNot relying on borrowed money.0.57x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.8.0%
PassProfitable every yearSteady profits, not one good year.6 of 6 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$213.3M
MissShare count not growingNot diluting owners. Falling means buybacks.+1.9% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.36.9%

Revenue: $2.8B; +3.7% vs prior year
5-year growth: +7.8%/yr; revenue, per year
Total debt: $1.2B; 0.57x equity
Current ratio: 1.90x; short-term assets / bills due

From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.