ESAB’s Ruffian Launch With Linde Tests Growth And Margin Potential
AI Sentiment
Highly Positive
8/10
as of 03-06-2026 3:53pm EST
ESAB, spun off from Colfax in 2022, is a leading manufacturer of equipment and consumables used in welding, cutting, and joining applications. Alongside competitors Lincoln Electric and ITW's Miller brand, ESAB is one of the top three players in the welding space. ESAB generated roughly $2.7 billion in revenue in 2024.
| Founded: | 1904 | Country: | United States |
| Employees: | N/A | City: | NORTH BETHESDA |
| Market Cap: | 8.1B | IPO Year: | 2022 |
| Target Price: | $144.13 | AVG Volume (30 days): | 430.0K |
| Analyst Decision: | Strong Buy | Number of Analysts: | 8 |
| Dividend Yield: | Dividend Payout Frequency: | monthly | |
| EPS: | 3.67 | EPS Growth: | -14.85 |
| 52 Week Low/High: | $100.17 - $137.42 | Next Earning Date: | 05-25-2026 |
| Revenue: | $2,842,555,000 | Revenue Growth: | 3.71% |
| Revenue Growth (this year): | 6.42% | Revenue Growth (next year): | 5.59% |
| P/E Ratio: | 30.97 | Index: | N/A |
| Free Cash Flow: | 213.3M | FCF Growth: | -29.75% |
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Disclaimer: This prediction is generated by an AI model and should not be considered as financial advice. Always conduct your own research and consult with financial professionals before making investment decisions.
Chief Human Resources Officer
Avg Cost/Share
$122.63
Shares
5,096
Total Value
$624,925.38
Owned After
11,193
President and CEO
Avg Cost/Share
$125.69
Shares
59,404
Total Value
$7,353,630.76
Owned After
99,864
Chief Financial Officer
Avg Cost/Share
$134.62
Shares
3,494
Total Value
$470,362.28
Owned After
26,404
SEC Form 4
| Insider | Ticker | Relationship | Date | Transaction | Avg Cost | Shares | Total Value | Owned After | SEC Forms |
|---|---|---|---|---|---|---|---|---|---|
| Campion Michele | ESAB | Chief Human Resources Officer | Feb 27, 2026 | Sell | $122.63 | 5,096 | $624,925.38 | 11,193 | |
| Kambeyanda Shyam | ESAB | President and CEO | Feb 23, 2026 | Sell | $125.69 | 59,404 | $7,353,630.76 | 99,864 | |
| Johnson Kevin J | ESAB | Chief Financial Officer | Feb 6, 2026 | Sell | $134.62 | 3,494 | $470,362.28 | 26,404 |
SEC 8-K filings with transcript text
Feb 20, 2026 · 100% conf.
1D
+3.78%
$133.49
5D
+7.60%
$138.41
20D
+6.31%
$136.75
esab-20260220false000187732200018773222026-02-202026-02-20
Washington, D.C. 20549
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): February 20, 2026
ESAB Corporation (Exact name of registrant as specified in its charter)
Delaware001-4129787-0923837 (State or other jurisdiction(Commission(I.R.S. Employer of incorporation)File Number)Identification No.)
909 Rose Avenue, 8th Floor North Bethesda, MD 20852 (Address of Principal Executive Offices) (Zip Code)
(301) 323-9099 (Registrant's telephone number, including area code)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s)Name of each exchange on which registered Common Stock, par value $0.001 per shareESABNew York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02. Results of Operations and Financial Condition.
In connection with the filing of our 10-K, the Company has issued financial results for the fourth quarter and full year ended December 31, 2025, consistent with preliminary results provided on February 2, 2026. A copy of such results is attached to this report as Exhibit 99.1 and is incorporated into Item 2.02 of this report by reference. The Company does not intend to schedule an additional conference call in connection with the filing of the Annual Report as it has no further updates to provide beyond what was previously discussed on February 2, 2026.
The information furnished in this Current Report, including Exhibit 99.1, shall not be deemed to be "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), nor shall it be deemed to be incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.
Item 9.01. Financial Statements and Exhibits.
(d) Exhibits
99.1 ESAB Corporation financial results for the fourth quarter and full year ended December 31, 2025
104 Cover Page Interactive Data File - The cover page from this Current Report on Form 8-K is formatted in Inline XBRL
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Date:February 20, 2026 ESAB Corporation
By:/s/ Renato Negro Name: Renato Negro Title:Controller and Chief Accounting Officer (Principal Accounting Officer)
Feb 2, 2026 · 100% conf.
1D
+3.78%
$133.49
5D
+7.60%
$138.41
20D
+6.31%
$136.75
false 0001877322
0001877322
2026-01-31 2026-01-31
iso4217:USD
xbrli:shares
iso4217:USD
xbrli:shares
Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): January 31, 2026
ESAB Corporation
(Exact name of registrant as specified in its charter)
Delaware
001-41297
87-0923837
(State or other jurisdiction
of incorporation)
(Commission File Number)
(I.R.S. Employer
Identification No.)
909 Rose Avenue, 8th Floor
North Bethesda, Maryland 20852
(Address of Principal Executive Offices) (Zip Code)
(301) 323-9099
(Registrant’s telephone number, including area code)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol(s)
Name of each exchange on which registered
Common Stock, par value $0.001 per share
New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR 230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR 240.12b-2).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 1.01 Entry Into a Material Definitive Agreement.
On January 31, 2026, ESAB Corporation, a Delaware corporation (the “Company”), and 9559-2796 Québec Inc., a corporation governed by the laws of the Province of Québec and a wholly owned indirect subsidiary of the Company (the “Purchaser”), entered into a Share Purchase Agreement (the “Agreement”) with the vendors party thereto (the “Vendors”), certain holding companies affiliated with certain of the Vendors (the “Holdcos”) and the Vendors’ representatives party thereto (the “Vendors’ Representatives”); pursuant to which, upon the terms and subject to the conditions set forth therein, the Purchaser will purchase all of the issued and outstanding shares of Eddyfi Holding Inc., a corporation incorporated under the laws of the Province of Québec (“Eddyfi”), and certain related entities (such transaction, the “Acquisition”). The Company has executed the Agreement solely for the purpose of providing a guaranty of the Purchaser’s obligations thereunder. Upon consummation of the Acquisition and the other transactions contemplated by the Agreement (the “Transactions”), Eddyfi and its subsidiaries will be wholly owned subsidiaries of the Purchaser.
Under the terms and conditions of the Agreement, the aggregate consideration to be paid by the Purchaser in the Transactions consists of an amount in cash equal to $1.45 billion, subject to customary purchase price adjustments set forth in the Agreement relating to cash, indebtedness, transaction expenses and net working capital of Eddyfi, its subsidiaries and the Holdcos as of the closing of the Transactions (the “Closing”).
The Company has obtained a commitment for a $1.0 billion 364-day senior unsecured bridge term loan credit facility from JPMorgan Chase Bank, N.A., which will be available to fund the cash consideration for the Acquisition and related fees and expenses. The commitments under the bridge facility will be reduced on a dollar-for-dollar basis by the net cash proceeds from the issuance of certain debt or equity securities and certain other asset sales or borrowings prior to the closing of the Acquisition. This committed financing is subject to certain customary conditions, including the satisfaction of closing conditions set forth in the Agreement and the concurrent consummation of the Acquisition. The Closing is subject to the satisfaction or waiver of certain customary closing conditions, including, among others: (i) subject to specified materiality standards, the accuracy of the representations and warranties of each party; (ii) compliance by each party in all material respects with its covenants; (iii) regulatory approvals, including, the HSR Act (as defined in the Agreement), the Brazilian Competition Act, the Canadian Competition Act (if required) and applicable foreign investment laws in France, Italy, Australia, the United Kingdom, and Canada (if required) (collectively, the “Regulatory Approvals”), (i
Oct 29, 2025
esab-20251029false0001877322October 29, 2025October 29, 202500018773222025-10-292025-10-29
Washington, D.C. 20549
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): October 29, 2025
ESAB Corporation (Exact name of registrant as specified in its charter)
Delaware001-4129787-0923837 (State or other jurisdiction(Commission(I.R.S. Employer of incorporation)File Number)Identification No.)
909 Rose Avenue, 8th Floor North Bethesda, MD 20852 (Address of Principal Executive Offices) (Zip Code)
(301) 323-9099 (Registrant's telephone number, including area code)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s)Name of each exchange on which registered Common Stock, par value $0.001 per shareESABNew York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02. Results of Operations and Financial Condition.
On October 29, 2025, the Company issued a press release reporting financial results for the third quarter ended October 3, 2025. A copy of the Company's press release is attached to this report as Exhibit 99.1 and is incorporated into Item 2.02 of this report by reference. The Company has scheduled a conference call for 8:00 a.m. Eastern on October 29, 2025 to discuss its financial results.
The information furnished in this Current Report, including Exhibit 99.1, shall not be deemed to be "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), nor shall it be deemed to be incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set for by specific reference in such filing.
Item 9.01. Financial Statements and Exhibits.
(d) Exhibits
99.1 ESAB Corporation press release dated October 29, 2025, reporting financial results for the third quarter ended October 3, 2025
104 Cover Page Interactive Data File - The cover page from this Current Report on Form 8-K is formatted in Inline XBRL
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Date:October 29, 2025ESAB Corporation
By:/s/ Renato Negro Name: Renato Negro Title:Controller and Chief Accounting Officer (Principal Accounting Officer)
ESAB Breaking Stock News: Dive into ESAB Ticker-Specific Updates for Smart Investing
AI Sentiment
Highly Positive
8/10
AI Sentiment
Highly Positive
8/10
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