earnings
confidence high
sentiment positive
materiality 0.75
ESAB Q1 sales $678M, core adj. EBITDA $128M (+4%, margin 19.8%); raises FY sales & EBITDA outlook
ESAB Corp
2025-Q1 EPS reported
$1.10
revenue$678,138,000
- Q1 sales $678M (-2% reported; flat core organic growth); net income $70M ($1.14 diluted EPS).
- Core adjusted net income $77M ($1.25 diluted EPS); core adjusted EBITDA $128M, up 4%, margin 19.8% (+100 bps).
- Completed Bavaria acquisition during Q1.
- FY2025 outlook raised: total core sales growth (1.0)% to 1.5% (from (2.0)% to 0.0%); core adj. EBITDA $520-$530M.
- Core adjusted EPS unchanged $5.10-$5.25; management cites tariff navigation confidence.