NYSE$ESAB

ESAB Corporation · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

ESAB reported Q1 2026 net sales of $745.6M and net income of $49.2M ($0.78 diluted EPS from continuing operations).

Q1 2026 net sales were $745.6 million (+10% YoY) with gross profit of $275.1 million. Operating income was $90.5 million versus $109.8 million; net income was $49.2 million ($0.78 diluted EPS). Income from continuing operations was $51.8 million as portfolio optimization continues.

  • Net sales $745.6M (+10%); gross profit $275.1M.
  • Operating income $90.5M; net income $49.2M.
  • Diluted EPS $0.78 vs $1.10.
  • Continuing ops net income $51.8M.
  • Industrial welding and cutting demand mixed by region.

Headline financials

Total Revenue

$746M

Previous: $678M+9.9%
EPS (adj)

$0.78

Previous: $1.10-29.1%
Capital Expenditures

-$13.7M

Previous: -$7.29M-87.9%
Net Income

$47.6M

Previous: $67.4M-29.3%
Operating Income

$90.5M

Previous: $110M-17.6%
Gross Profit

$275M

Previous: $255M+7.8%

Revenue & EPS history

ESAB · Revenue · Quarterly

$746M

Q1 2026+9.9%vs Q1 2025
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Forward guidance

The 10-Q discusses end-market demand, pricing, and productivity programs without numeric quarterly EPS guidance.

Tailwinds

  • Double-digit revenue growth.
  • Solid gross profit and cash generation.

Headwinds

  • Operating income down on cost inflation.
  • EPS lower YoY on tax and interest dynamics.

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 2026

Historical avgQ1 2026

+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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