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ESAB Corporation (ESAB)
NYSE:ESAB
US Market

ESAB Corporation (ESAB) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jul 31, 2025
TBA Not Confirmed
Period Ending
2025 (Q2)
Consensus EPS Forecast
1.34
Last Year’s EPS
1.32
Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings

Earnings Call Summary

Earnings Call Date:May 01, 2025
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% Change Since: 4.16%
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Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Neutral
The earnings call highlighted strong performance in margins, successful acquisitions, and positive growth in certain international markets. However, challenges remain in the Americas with organic sales decline and the impact of tariffs, leading to a balanced outlook.
Company Guidance
During the ESAB First Quarter 2025 Earnings Release and Conference Call, the company provided a robust financial outlook for the year, highlighting several key metrics. ESAB reported a record first quarter adjusted EBITDA margin of 19.8%, driven by 100 basis points of margin expansion and slightly positive organic growth. The global welding equipment and gas control equipment businesses experienced mid-single-digit growth, contributing to this success. ESAB also announced the completion of the Bavaria acquisition, which is expected to be EPS neutral in its first year but offers significant margin expansion potential. The full-year adjusted EBITDA guidance was increased to $520 million to $530 million, reflecting the Bavaria acquisition and improved FX conditions. The company anticipates low to mid-single-digit organic growth in EMEA and APAC, offset by negative growth in the Americas. Additionally, ESAB expects to close two more tuck-in gas control acquisitions by the end of Q2, further enhancing its growth trajectory. The 2025 revenue assumptions were raised by approximately $30 million, with $20 million attributed to the Bavaria acquisition. Despite tariff impacts estimated at $15 million to $20 million, ESAB plans to offset these with strategic price increases, particularly in North America. Overall, ESAB remains confident in its 2025 outlook, supported by strategic investments, strong cash flow, and a robust acquisition pipeline.
Record Adjusted EBITDA Margin
Achieved a record first quarter adjusted EBITDA margin of 19.8%, with 100 basis points of margin expansion on slightly positive organic growth.
Successful Acquisition of Bavaria
Completed the acquisition of Bavaria, enhancing the proprietary consumables portfolio and positioning ESAB to gain share in faster-growing end segments.
Strong Performance in EMEA and APAC
Total sales rose by 200 basis points in EMEA and APAC regions with adjusted EBITDA margins of 20%. Volume increased by 400 basis points.
Gas Control Business Growth
Gas control business grew from 10% to 18% of total revenue, with a target of reaching 25% by 2028. This segment is highly profitable with gross margins in the mid-40s.
Positive Outlook in Europe and India
Optimism in European and Indian markets due to stimulus and investment plans, especially in Germany, which signal significant upside potential.

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

ESAB Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jul 31, 2025
2025 (Q2)
1.34 / -
1.32
May 01, 2025
2025 (Q1)
1.20 / 1.25
1.24.17% (+0.05)
Feb 20, 2025
2024 (Q4)
1.16 / 1.28
1.1313.27% (+0.15)
Oct 29, 2024
2024 (Q3)
1.12 / 1.25
1.0815.74% (+0.17)
Aug 02, 2024
2024 (Q2)
1.27 / 1.32
1.219.09% (+0.11)
May 01, 2024
2024 (Q1)
1.10 / 1.20
1.0415.38% (+0.16)
Feb 29, 2024
2023 (Q4)
1.05 / 1.13
1.057.62% (+0.08)
Nov 01, 2023
2023 (Q3)
0.95 / 1.08
0.9217.39% (+0.16)
Aug 01, 2023
2023 (Q2)
1.05 / 1.21
1.0812.04% (+0.13)
May 02, 2023
2023 (Q1)
0.93 / 1.04
1.17-11.11% (-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
May 01, 2025
$120.12$118.23-1.57%
Feb 20, 2025
$125.04$120.02-4.01%
Oct 29, 2024
$111.27$125.36+12.66%
Aug 02, 2024
$98.03$95.79-2.29%
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 Jul 31, 2025, TBA Not Confirmed.
    What is ESAB Corporation (ESAB) earnings time?
    ESAB Corporation (ESAB) earnings time is at Jul 31, 2025, TBA Not 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 (Q2) is 1.34.
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