earnings
confidence high
sentiment positive
materiality 0.75
ESAB Q2 record sales $808M (+12.9%); raises FY2026 core adj. EBITDA guidance to $615-625M
ESAB Corp
2026-Q2 EPS reported
$1.27
revenue$1,553,224,000
- Record Q2 sales of $808M, up 12.9% reported; core organic sales up 2.5% YoY.
- Core adj. EBITDA $150M (+8.0%); margin 19.5% (-90bps) due to transitory cost inflation.
- Core adj. diluted EPS $1.33, down 1% YoY; GAAP EPS $0.54.
- Closed Eddyfi acquisition one month ahead of schedule; expands workflow solutions.
- Raised FY2026 outlook: total core sales growth 11-14% (prev. 6-9%); core adj. EBITDA $615-625M (prev. $575-595M); core adj. EPS $5.40-5.50.