ESAB (NYSE:ESAB) Issues Q4 2025 Earnings Guidance

02 Feb 2026, 09:22 by Scott Moore · The Cerbat Gem

ESAB (NYSE:ESAB – Get Free Report) updated its fourth quarter 2025 earnings guidance on Monday. The company provided earnings per share (EPS) guidance of 1.340-1.360 for the period, compared to the consensus estimate of 1.350. The company issued revenue guidance of $720.0 million-$722.0 million, compared to the consensus revenue estimate of $706.0 million. ESAB also updated its FY 2025 guidance to 5.250-5.270 EPS.

ESAB Stock Up 1.0%

ESAB opened at $120.96 on Monday. The company has a market capitalization of $7.34 billion, a PE ratio of 30.47, a price-to-earnings-growth ratio of 2.11 and a beta of 1.24. The firm has a 50-day simple moving average of $115.28 and a two-hundred day simple moving average of $116.23. The company has a quick ratio of 1.24, a current ratio of 1.99 and a debt-to-equity ratio of 0.62. ESAB has a 52 week low of $100.17 and a 52 week high of $135.84.

ESAB Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 16th. Shareholders of record on Wednesday, December 31st were paid a dividend of $0.10 per share. This represents a $0.40 annualized dividend and a yield of 0.3%. The ex-dividend date of this dividend was Wednesday, December 31st. ESAB’s payout ratio is presently 10.08%.

Analyst Upgrades and Downgrades

ESAB has been the topic of a number of analyst reports. Wall Street Zen cut shares of ESAB from a “buy” rating to a “hold” rating in a research report on Sunday, December 28th. UBS Group lifted their price target on shares of ESAB from $147.00 to $149.00 and gave the stock a “buy” rating in a research note on Monday, October 20th. Oppenheimer increased their price objective on shares of ESAB from $142.00 to $148.00 and gave the stock an “outperform” rating in a research report on Friday, January 23rd. Weiss Ratings restated a “hold (c+)” rating on shares of ESAB in a research report on Monday, December 29th. Finally, JPMorgan Chase & Co. reduced their price target on ESAB from $140.00 to $138.00 and set an “overweight” rating on the stock in a report on Wednesday, January 14th. Six analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $142.13.

Read Our Latest Stock Analysis on ESAB

Hedge Funds Weigh In On ESAB

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Coldstream Capital Management Inc. raised its position in ESAB by 5.9% during the 3rd quarter. Coldstream Capital Management Inc. now owns 2,689 shares of the company’s stock worth $300,000 after buying an additional 149 shares during the last quarter. Danske Bank A S acquired a new stake in shares of ESAB in the third quarter worth $78,000. Advisory Services Network LLC raised its holdings in shares of ESAB by 15.6% during the third quarter. Advisory Services Network LLC now owns 2,495 shares of the company’s stock worth $279,000 after purchasing an additional 336 shares during the last quarter. Armistice Capital LLC acquired a new position in ESAB during the third quarter valued at $304,000. Finally, Caxton Associates LLP purchased a new stake in ESAB in the third quarter valued at $244,000. Hedge funds and other institutional investors own 91.13% of the company’s stock.

About ESAB

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ESAB Corporation is a global leader in welding, cutting and gas control technologies, offering a comprehensive portfolio of equipment, consumables and automation solutions. The company’s products include welding power sources, cutting machines, torches, electrodes, filler metals and gas regulating equipment designed to meet the needs of diverse industries. ESAB serves sectors such as construction, shipbuilding, automotive, energy, infrastructure and manufacturing, providing both standard and customized solutions to enhance productivity and quality in metal fabrication and processing.