NYSE$ESAB

ESAB Corporation · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

ESAB Corporation reported Q1 2025, revenue of $678.1M, net income of $69.8M, diluted EPS of $1.10.

For Q1 2025, ESAB Corporation reported revenue of $678.1M, net income of $69.8M, diluted EPS was $1.10. The filing highlights segment performance, liquidity, and management commentary on the period.

  • Revenue $678.1M.
  • Net income $69.8M.
  • Diluted EPS $1.10.

Headline financials

Total Revenue

$678M

Previous: $690M-1.7%
EPS (adj)

$1.10

Previous: $0.98+12.2%
Total Core Sales Growth

-1.4%

No prior period
Core Organic Sales Growth

0.2%

No prior period
Core Adjusted EBITDA Margin

19.8%

No prior period
Adjusted EBITDA Margin

19.7%

No prior period
Capital Expenditures

-$7.29M

Previous: -$7.41M+1.6%
Net Income

$67.4M

Previous: $60M+12.4%
Operating Income

$110M

Previous: $111M-0.7%
Gross Profit

$255M

Previous: $255M+0.1%

Revenue & EPS history

ESAB · Revenue · Quarterly

$678M

Q1 2025-1.7%vs Q1 2024
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Forward guidance

Management discusses operating priorities, capital allocation, and sector risks in the quarterly filing.

Tailwinds

  • Headline results and segment trends anchor the quarter.
  • Liquidity and balance-sheet capacity support operations.
  • Strategic initiatives outlined in MD&A.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items affect year-over-year comparability.
  • Execution risk on growth or restructuring plans.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 17 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+1.6%

Avg return

Earnings day

+4.0%

Avg return

5 days after

+3.6%

Avg return

30 days after

52%

11 / 21 earnings

Positive

+14.2%

Q3 2023

Best reaction

-5.7%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.9%-7.3%-13.4%
Q4 2025-1.5%-4.5%-27.9%
Q3 2025-5.7%-5.0%-7.3%
Q1 2025-1.6%+1.8%+2.4%
Q4 2024-4.0%-1.3%-4.9%
Q3 2024+12.6%+10.8%+15.1%
Q2 2024-5.5%-5.3%+6.9%
Q1 2024-2.2%+1.6%-2.9%
Q4 2023+2.0%+2.0%+13.9%
Q3 2023+14.2%+18.5%+24.9%
Q2 2023+4.4%+3.6%+5.1%
Q1 2023+3.3%+4.5%+4.5%
Q4 2022+3.1%+0.4%-6.4%
Q3 2022+9.1%+11.9%+31.8%
Q3 2021+9.1%+11.9%+31.8%
Q2 2022+0.2%+2.5%-9.0%
Q2 2021+0.2%+2.5%-9.0%
Q1 2022-1.5%+8.9%+5.0%
Q4 2021-1.5%+8.9%+5.0%
Q4 2020-1.5%+8.9%+5.0%
Q1 2021-1.5%+8.9%+5.0%

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