earnings
confidence high
sentiment positive
materiality 0.75
ESAB Q4 core adj EPS $1.28; sales $671M; FY2025 adj EBITDA $515-$530M
ESAB Corp
2024-FY EPS reported
$4.31
revenue$2,740,803,000
- Q4 sales $671M, flat core organic growth YoY; core adj EBITDA $129M (+2%), margin 20.3%.
- Core adj diluted EPS $1.28; GAAP diluted EPS $1.18; net income $72M.
- Completed acquisition of SUMIG; signed agreement to acquire Bavaria (light-industrial automation).
- FY2025 guidance: core adj EBITDA $515-$530M, core adj EPS $5.10-$5.25, organic growth 0-2%.
- High-single-digit welding equipment growth; currency headwinds ~-3.5%.