NYSE$ESAB

ESAB Corporation · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

ESAB Corporation confirmed Q4 and FY2025 results and issued FY2026 outlook.

ESAB confirmed its Q4 and full-year 2025 results on February 20, 2026, and provided FY2026 outlook. The welding and cutting equipment manufacturer reported continued organic growth and margin focus in the release.

  • Q4 and FY2025 results confirmed Feb 20.
  • FY2026 outlook issued with release.
  • Welding/cutting exposure to industrial capex.

Headline financials

Total Revenue

$721M

Previous: $671M+7.5%
EPS (adj)

$1.35

Previous: $1.28+5.5%
Total Core Sales Growth

8.6%

Previous: -2.8%+407.1%
Core Organic Sales Growth

-1.8%

Previous: -4.9%+63.3%
Core Adjusted EBITDA Margin

20.4%

Previous: 20.3%+0.5%
Adjusted EBITDA Margin

19.8%

Previous: 19.6%+1.0%
Organic Sales Growth

-3.8%

Previous: -4.9%+22.4%
Acquisitions Sales Growth

6.9%

Previous: 0.9%+666.7%
Foreign Currency Translation Impact

4.4%

Previous: 1.2%+266.7%
Net Income

$37.7M

Previous: $53.7M-29.9%
Operating Income

$86.6M

Previous: $111M-22.3%
Gross Profit

$258M

Previous: $258M-0.2%

Revenue & EPS history

ESAB · Revenue · Quarterly

$721M

Q4 2025+7.5%vs Q4 2024
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Forward guidance

FY2026 outlook includes adjusted EPS and organic growth targets per release tables.

Tailwinds

  • Industrial automation and fabrication demand.
  • Aftermarket consumables recurring revenue.

Headwinds

  • Industrial slowdown in Europe or Americas.
  • Steel tariffs and input costs.
  • FX on international sales.

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 Q4 2025

Historical avgQ4 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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