NYSE$ESAB

ESAB Corporation · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

ESAB demonstrated resilience through positive core organic growth, traction in new equipment, and record margin driven by EBX.

ESAB Corporation reported a slight decrease in third quarter sales, but achieved a 1% increase on a core organic growth basis. The company reported net income of $69 million, or $1.13 diluted earnings per share, and core adjusted net income of $77 million, or $1.25 diluted earnings per share. Core adjusted EBITDA rose 6% with margin expansion. The company has updated its full year 2024 outlook with an increased core adjusted EBITDA and EPS.

  • Positive core organic growth
  • New equipment gaining traction
  • EBX driving record margin
  • Raised mid-point of 2024 outlook

Headline financials

Total Revenue

$673M

Previous: $681M-1.1%
EPS

$1.11

Previous: $1.08+2.8%
Total Core Sales Growth

8.1%

Previous: 7.0%+15.7%
Core Organic Sales Growth

1.9%

No prior period
Core Adjusted EBITDA Margin

19.6%

No prior period
Adjusted EBITDA Margin

18.9%

No prior period
Organic Sales Growth

1.6%

No prior period
Acquisitions Sales Growth

5.0%

No prior period
Foreign Currency Translation Impact

1.5%

No prior period
Capital Expenditures

-$27.1M

Previous: -$28.9M+6.2%
Free Cash Flow

$41.2M

Previous: $28.7M+43.4%
Net Income

$68.2M

Previous: $57.6M+18.5%
Operating Income

$106M

Previous: $101M+4.8%
Gross Profit

$254M

Previous: $250M+1.6%
Cash & Equivalents

$254M

Previous: $82.8M+206.2%
Total Assets

$4.08B

Previous: $3.76B+8.7%
R&D Expense

$9.2M

Previous: $9M+2.2%
Stock-Based Comp

$4.59M

Previous: $3.69M+24.4%

Revenue & EPS history

ESAB · Revenue · Quarterly

$673M

Q3 2024-1.1%vs Q3 2023
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Forward guidance

ESAB updated its estimated core adjusted EBITDA for the full year 2024 to $500 to $515 million, and core adjusted EPS to $4.80 to $4.95.

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 Q3 2024

Historical avgQ3 2024

+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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