ESAB
ESAB Corporation

ESAB CorporationESAB

Industrials · Metal Fabrication
68.44USD
+2.13%
Sep 23, 2026
ESAB overview ready
ESAB Corporation develops, manufactures, and supplies consumable products and equipment used in cutting, joining, automated welding, and gas control, operating globally through independent distributors and direct sales.
Narrative not measured
Price trend is broken
Longer-term context reads damaged structure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
Attractive valuation
Current market expectations look undemanding relative to the cash the business actually produces.
Solid fundamentals
Free cash flow yield is strong.
Market Sep 22Filing Jul 3Price action Sep 22Research Jul 17

Conviction Level

Theme Heat has no canonical measurement for this company — a research-profile dimension, not an input to this score.

NarrativeHeat—ThemeHeat—PriceAction1.4Valuation9.4CompanyPosition7.3
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads damaged structure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
EntryDamaged / breakdown

The technical structure itself is broken across timeframes — the weakest entry profile.

Key Financials

Market Cap
$4.3B
Avg Volume (60D)
781.7K
60 sessions
Revenue Growth YoY
+3.7%
FY2025 vs FY2024
Gross Margin
+37.0%
Trailing twelve months
Operating Margin
+12.1%
Trailing twelve months
Free Cash Flow Yield
+4.6%
Distance from 200DMA
-31.4%
Next Earnings
2026-10-29
P/E
24.7x
EV / EBITDA
13.9x
EV / Sales
2.1x
Market metrics as of Sep 22, 2026
Financial results for the period ended Jul 3, 2026
Filed balance-sheet data as of Jul 3, 2026

Fundamentals & Valuation

One of the two valuation perspectives says cheap; intrinsic is the dissenting view.
ESAB Corporation has a Cheap valuation stance because current market expectations look undemanding relative to the cash the business actually produces.

Company Research

Research coverage for this company is in progress.

Narrative & Theme

This company is not currently mapped to a published narrative.

Business & Markets

Industrials · Metal Fabrication
What they do

ESAB Corporation develops, manufactures, and supplies consumable products and equipment used in cutting, joining, automated welding, and gas control, operating globally through independent distributors and direct sales.

How it earns

Transactional sales of products and equipment to industrial customers.

Products & services
Welding consumables
Cutting equipment
Automated welding systems
Gas control equipment
Customers & end markets
Industrial manufacturers
Fabrication shops
Construction companies
Market position

A leading global provider in metal fabrication consumables and equipment.

Demand drivers
Medium cyclicality

Demand depends on industrial production and capital spending cycles.