earnings
confidence high
sentiment positive
materiality 0.72
ESAB Q2 core adjusted EBITDA margin record 20.4%; FY 2025 guidance raised
ESAB Corp
2025-Q2 EPS
reported $2.19
vs consensus $1.38
▲ beat
(+58.4%)
- Q2 sales $716M, core organic growth -1% (reported +1%) vs prior year.
- Core adjusted EBITDA $138M (+3%) with record margin of 20.4%; net income $69M ($1.12 EPS).
- Core adjusted EPS $1.36; FY 2025 core EPS guidance raised to $5.15-$5.30 from $5.10-$5.25.
- Completed acquisitions of DeltaP and Aktiv (medical gas control); signed EWM (heavy industrial/robotic welding).
- CEO cites strong EMEA/APAC demand, tariff mitigation via EBX; FY core sales growth outlook raised to 1.5%-3.5%.
item 2.02item 9.01