earnings
confidence high
sentiment positive
materiality 0.70
ESAB Q3 sales $728M (+8% reported, +2% core organic); raises FY guidance
ESAB Corp
2025-Q3 EPS
reported $3.07
vs consensus $1.30
▲ beat
(+136.7%)
- Core adj. EBITDA $133M (+7% YoY), margin 19.4%; core adj. net income $81M ($1.32 diluted EPS).
- Completed EWM acquisition; adds heavy equipment & React technology to portfolio.
- FY2025 guidance raised: core adj. EBITDA $535-540M, core adj. EPS $5.20-5.30.
- Previous guidance: core adj. EBITDA $525-535M, core adj. EPS $5.15-5.30.
- US business returned to mid-single-digit growth; EMEA and APAC saw strong demand.