CoverageForm 410-K10-Q8-K13D13G13F

ESAB · Esab Corp - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · ESAB

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$745.60M-$727.85M$715.59M$678.14M-$673.25M$707.05M$689.74M-
Cost of Revenue$470.49M-$458.55M$449.54M$422.94M-$419.46M$436.74M$434.72M-
Gross Profit$275.11M-$269.30M$266.05M$255.20M-$253.79M$270.31M$255.03M-
R&D$12.50M-$10.50M$10.50M$10.10M-$9.20M$9.70M$10.10M-
SG&A$174.47M-$158.34M$155.56M$140.86M-$145.90M$146.19M$142.45M-
Total Operating Expenses$34.82M-$37.13M$34.44M$44.23M-----
D&A$23.87M-$17.10M$16.54M$17.49M---$16.39M-
Operating Income$90.48M-$106.62M$109.09M$109.84M-$106.02M$119.36M$110.65M-
Interest Expense----------
Income Tax$13.11M-$17.69M$18.28M$20.50M-$18.07M$17.89M$18.50M-
Net Income$47.64M-$54.85M$66.88M$67.36M-$68.24M$82.91M$59.95M-
EPS - Basic$0.78-$0.90$1.10$1.10-$1.12$1.36$0.99-
EPS - Diluted$0.78-$0.90$1.09$1.10-$1.11$1.35$0.98-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$1.00B$185.86M$218.22M$258.22M$291.35M$249.36M$253.67M$228.47M$76.50M$102.00M
Accounts Receivable$488.46M$451.30M$460.47M$456.11M$414.80M$370.32M$420.94M$431.21M$430.15M$385.20M
Inventory$520.60M$481.76M$503.72M$474.10M$450.70M$403.71M$422.65M$426.52M$405.60M$392.86M
Accounts Payable$398.50M$360.39M$342.21M$369.52M$349.72M$318.49M$320.25M$350.13M$338.40M$306.59M
Current Assets$2.17B$1.26B$1.33B$1.34B$1.29B$1.15B$1.22B$1.21B$1.04B$997.72M
Total Assets$5.62B$4.77B$4.87B$4.43B$4.22B$4.03B$4.08B$3.97B$3.83B$3.83B
Current Liabilities$730.00M$664.79M$669.07M$686.47M$672.00M$632.05M$637.07M$651.10M$631.30M$620.08M
Long-term Debt$2.03B$1.23B$1.33B$1.06B$1.06B$1.06B$1.08B$1.08B$992.80M$1.02B
Total Liabilities$3.39B$2.55B$2.71B$2.32B$2.27B$2.23B$2.21B$2.22B$2.15B$2.18B
Stockholders' Equity$2.19B$2.17B$2.12B$2.07B$1.91B$1.77B$1.84B$1.71B$1.64B$1.61B
Retained Earnings$842.34M$800.81M$769.23M$720.47M$659.67M$597.18M$548.30M$484.92M$406.87M$350.56M

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$46.91M---$35.41M---$44.47M-
Investing Cash Flow($13.43M)---($2.69M)---($26.61M)-
Financing Cash Flow$786.18M---($13.12M)---($33.92M)-
CapEx$13.70M-$11.18M$9.02M$7.29M---$7.41M-
Free Cash Flow$33.21M---$28.12M---$37.05M-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin36.9%-37.0%37.2%37.6%-37.7%38.2%37.0%-
Operating margin12.1%-14.6%15.2%16.2%-15.7%16.9%16.0%-
EBITDA margin15.3%-17.0%17.6%18.8%---18.4%-
Net margin6.4%-7.5%9.3%9.9%-10.1%11.7%8.7%-
Free cash flow margin4.5%---4.1%---5.4%-
FCF / Net income0.70---0.42---0.62-
R&D / Revenue1.7%-1.4%1.5%1.5%-1.4%1.4%1.5%-
SG&A / Revenue23.4%-21.8%21.7%20.8%-21.7%20.7%20.7%-
Effective tax rate21.6%-24.4%21.5%23.3%-20.9%17.7%23.6%-
Return on assets0.8%-1.1%1.5%1.6%-1.7%2.1%1.6%-
Return on equity2.2%-2.6%3.2%3.5%-3.7%4.9%3.7%-
Return on invested capital1.7%-2.3%2.7%2.8%-2.9%3.5%3.2%-
Liquidity
Current ratio2.971.901.991.951.911.821.921.861.651.61
Quick ratio2.261.171.241.261.241.181.251.211.010.98
Cash ratio1.380.280.330.380.430.390.400.350.120.16
Leverage
Debt / Equity0.930.570.630.510.550.600.590.630.610.63
Debt / Assets0.360.260.270.240.250.260.260.270.260.27
Debt / EBITDA17.77-10.788.438.30---7.81-
Interest coverage----------
Equity multiplier2.572.202.302.142.212.282.222.322.332.38
Liabilities / Assets0.600.540.560.520.540.550.540.560.560.57
Efficiency
Asset turnover0.13-0.150.160.16-0.160.180.18-
Inventory turnover0.90-0.910.950.94-0.991.021.07-
Days sales outstanding239d-231d233d223d-228d223d228d-
Days inventory outstanding404d-401d385d389d-368d356d341d-
Days payable outstanding309d-272d300d302d-279d293d284d-
Cash conversion cycle334d-359d318d310d-317d286d284d-
Valuation
P / E126.1x-130.6x115.1x97.4x-96.0x69.9x112.8x-
P / B2.8x-3.4x3.7x3.4x-3.5x3.4x4.1x-
P / S8.1x-9.9x10.7x9.7x-9.7x8.2x9.8x-
EV / EBITDA61.7x-67.2x67.6x57.6x---60.3x-
Growth
Revenue growth (YoY)9.9%-8.1%1.2%-1.7%--1.1%-1.9%0.8%-
Revenue CAGR (3y)2.9%-5.5%2.7%6.1%-----
Revenue CAGR (5y)----------
Gross profit growth (YoY)7.8%-6.1%-1.6%0.1%-1.6%2.4%3.1%-
Operating income growth (YoY)-17.6%-0.6%-8.6%-0.7%-4.8%9.9%22.0%-
Net income growth (YoY)-29.3%--19.6%-19.3%12.4%-18.5%26.4%87.9%-
EPS growth (YoY)-29.1%--18.9%-19.3%12.2%-18.1%26.2%88.5%-
EPS CAGR (3y)14.5%--3.8%6.2%4.6%-----
EPS CAGR (5y)----------
FCF growth (YoY)18.1%----24.1%---22.1%-
FCF CAGR (5y)----------
Book value growth (YoY)14.7%22.4%15.2%21.2%16.4%10.1%22.4%13.4%15.6%19.0%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$2.84B total
EMEAAnd APACSegment$1.71B · 60.2%
Americas Segment$1.13B · 39.8%

Product / service

$2.84B total
Equipment Products$1.87B · 65.8%
Consumable Products$971.99M · 34.2%

Geographic

$579.30M total
US$579.30M · 100.0%

Peer comparison

Same SIC group: General Industrial Machinery & Equipment, NEC

CompanyRevenue (last FY)Net marginROE
RRX--4.1%
SYM$2.25B-0.8%-7.7%
OUST$169.38M-35.6%-23.1%
NDSN---
VLDR$61.92M-342.7%-70.9%

Comparing ESAB Corp against the 5 most active filers in the same SIC group.

Dividends

$0.40/share trailing 12 months · +25.0% YoY

Ex-datePer share
Apr 2, 2026$0.1000
Dec 31, 2025$0.1000
Oct 3, 2025$0.1000
Jul 3, 2025$0.1000
Apr 4, 2025$0.0800
Dec 31, 2024$0.0800
Sep 27, 2024$0.0800
Jun 28, 2024$0.0800
Mar 27, 2024$0.0600
Dec 28, 2023$0.0600
Sep 28, 2023$0.0600
Jun 29, 2023$0.0600
Mar 30, 2023$0.0500
Dec 29, 2022$0.0500
Sep 29, 2022$0.0500
Jun 30, 2022$0.0500