ESAB (NYSE:ESAB) Updates FY 2026 Earnings Guidance

Posted by George Bondi on Aug 6th, 2026

ESAB (NYSE:ESAB – Get Free Report) issued an update on its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 5.400-5.500 for the period, compared to the consensus earnings per share estimate of 5.770. The company issued revenue guidance of -.

Analyst Ratings Changes

ESAB has been the topic of several recent research reports. DA Davidson started coverage on shares of ESAB in a research report on Monday, June 15th. They set a “buy” rating and a $130.00 target price on the stock. Oppenheimer cut their price target on shares of ESAB from $140.00 to $135.00 and set an “outperform” rating for the company in a research note on Tuesday, July 21st. Weiss Ratings reaffirmed a “hold (c)” rating on shares of ESAB in a report on Friday, July 24th. Stifel Nicolaus lowered their price objective on ESAB from $141.00 to $137.00 and set a “buy” rating on the stock in a research note on Monday, July 20th. Finally, JPMorgan Chase & Co. dropped their target price on ESAB from $148.00 to $135.00 and set an “overweight” rating for the company in a report on Friday, April 10th. Eight analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, ESAB presently has an average rating of “Moderate Buy” and an average price target of $138.38.

Get Our Latest Stock Report on ESAB

ESAB Stock Performance

NYSE:ESAB opened at $92.34 on Thursday. ESAB has a 1 year low of $82.18 and a 1 year high of $137.42. The firm has a 50 day moving average of $91.79 and a 200-day moving average of $102.53. The company has a current ratio of 2.97, a quick ratio of 2.26 and a debt-to-equity ratio of 0.91. The stock has a market capitalization of $5.62 billion, a P/E ratio of 27.32, a price-to-earnings-growth ratio of 1.77 and a beta of 1.19.

ESAB (NYSE:ESAB – Get Free Report) last released its quarterly earnings results on Thursday, August 6th. The company reported $1.35 EPS for the quarter, missing analysts’ consensus estimates of $1.38 by ($0.03). ESAB had a return on equity of 15.04% and a net margin of 7.11%.The business had revenue of $807.63 million for the quarter, compared to the consensus estimate of $749.05 million. ESAB has set its FY 2026 guidance at 5.400-5.500 EPS. As a group, sell-side analysts anticipate that ESAB will post 5.72 EPS for the current fiscal year.

ESAB Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, July 17th. Stockholders of record on Friday, July 3rd were issued a dividend of $0.12 per share. The ex-dividend date was Thursday, July 2nd. This is a boost from ESAB’s previous quarterly dividend of $0.10. This represents a $0.48 annualized dividend and a dividend yield of 0.5%. ESAB’s dividend payout ratio (DPR) is currently 14.20%.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Price T Rowe Associates Inc. MD grew its holdings in ESAB by 11.7% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 5,852,692 shares of the company’s stock worth $653,864,000 after acquiring an additional 613,327 shares during the period. Durable Capital Partners LP lifted its stake in ESAB by 40.5% in the third quarter. Durable Capital Partners LP now owns 1,945,854 shares of the company’s stock valued at $217,430,000 after buying an additional 560,678 shares during the period. Millennium Management LLC boosted its holdings in ESAB by 2,367.3% during the third quarter. Millennium Management LLC now owns 432,279 shares of the company’s stock worth $48,303,000 after buying an additional 414,759 shares during the last quarter. Schroder Investment Management Group acquired a new position in shares of ESAB during the 4th quarter worth about $34,273,000. Finally, AQR Capital Management LLC boosted its stake in ESAB by 1,103.8% during the 4th quarter. AQR Capital Management LLC now owns 320,547 shares of the company’s stock worth $35,812,000 after acquiring an additional 293,920 shares during the last quarter. Institutional investors and hedge funds own 91.13% of the company’s stock.

ESAB Company Profile

(Get Free Report)

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.

Founded in 1904 by Swedish inventor Oscar Kjellberg, ESAB pioneered the development of coated welding electrodes, laying the groundwork for modern welding practices.