The earnings call presented a mix of strong performance in EMEA and APAC regions, successful acquisitions, and record margins, balanced against challenges in the Americas due to tariffs and delays in automation orders. The overall sentiment is cautiously optimistic, with raised guidance and strategic initiatives indicating confidence in future growth.

Company Guidance -

Q3 2025

During the ESAB Second Quarter 2025 Earnings Call, the company provided updated guidance reflecting strong performance and strategic growth initiatives. ESAB raised its full-year guidance, citing record adjusted EBITDA margins of 20.4% and total sales growth of 2%. The company highlighted its success in EMEA and APAC, with significant contributions from recent acquisitions like DeltaP and Aktiv, which are expected to add approximately $7 million in revenue. Despite facing tariff-related volume headwinds in the Americas, particularly in Mexico, ESAB remains optimistic about the second half of the year, anticipating an improvement in market conditions and automation demand. Additionally, ESAB increased its full-year productivity savings target to approximately $13 million and its back-office optimization savings to $17 million. The acquisition of EWM, set to close in Q4, further strengthens ESAB's equipment portfolio and is expected to be accretive in the first year, adding EUR 120 million in revenue.

Record Adjusted EBITDA Margins

ESAB achieved record adjusted EBITDA margins of 20.4% this quarter, highlighting the resilience and strength of its operating model.

Strong Performance in EMEA and APAC

EMEA and APAC regions delivered strong growth, with total sales rising 11% and EBITDA margins reaching a record 20.6%. Volume grew by 600 basis points, led by high-growth markets.

Successful Acquisitions

Completion of two gas control acquisitions, DeltaP and Aktiv, and signing of EWM, which are expected to enhance ESAB's capabilities and product offerings.

Raised Full-Year Guidance

ESAB raised its full-year guidance due to confidence in its equipment portfolio, gas control business momentum, and improving market conditions.

Innovative Internship Program

The Flame Internship Program is expanding globally, providing hands-on experience for college students and contributing to a robust talent pipeline.

ESAB Corporation (ESAB) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ESAB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	1.27 / -	1.25	―	―	―
Aug 06, 2025	2025 (Q2)	1.36 / 1.36	1.32	3.03% (+0.04)
May 01, 2025	2025 (Q1)	1.20 / 1.25	1.2	4.17% (+0.05)
Feb 20, 2025	2024 (Q4)	1.16 / 1.28	1.13	13.27% (+0.15)
Oct 29, 2024	2024 (Q3)	1.12 / 1.25	1.08	15.74% (+0.17)
Aug 02, 2024	2024 (Q2)	1.27 / 1.32	1.21	9.09% (+0.11)
May 01, 2024	2024 (Q1)	1.10 / 1.20	1.04	15.38% (+0.16)
Feb 29, 2024	2023 (Q4)	1.05 / 1.13	1.05	7.62% (+0.08)
Nov 01, 2023	2023 (Q3)	0.95 / 1.08	0.92	17.39% (+0.16)
Aug 01, 2023	2023 (Q2)	1.05 / 1.21	1.08	12.04% (+0.13)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ESAB Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$132.03	$109.27	-17.24%
May 01, 2025	$120.02	$118.14	-1.57%
Feb 20, 2025	$124.94	$119.93	-4.01%
Oct 29, 2024	$111.18	$125.26	+12.66%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does ESAB Corporation (ESAB) report earnings?

ESAB Corporation (ESAB) is schdueled to report earning on Oct 29, 2025, Before Open (Confirmed).

What is ESAB Corporation (ESAB) earnings time?

ESAB Corporation (ESAB) earnings time is at Oct 29, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ESAB EPS forecast?

ESAB EPS forecast for the fiscal quarter 2025 (Q3) is 1.27.

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