The earnings call highlighted ESAB's strong performance, particularly in the EMEA and APAC regions, and successful strategic acquisitions. However, tariff-related challenges and volume declines in the Americas, especially in Mexico, posed significant hurdles. Despite these challenges, the overall sentiment is positive due to robust performance and raised guidance.

Company Guidance -

Q3 2025

In the ESAB Second Quarter 2025 earnings call, the company reported record adjusted EBITDA margins of 20.4% and total sales growth of 2%, despite facing tariff-related headwinds in the Americas, particularly impacting Mexico. The company's EMEA and APAC segments displayed robust performance, with sales rising 11% and achieving record EBITDA margins of 20.6%. ESAB's strategic acquisitions, including DeltaP and Aktiv, contributed positively, and the acquisition of EWM is expected to close in the fourth quarter, potentially enhancing their equipment and robotics portfolio. The company raised its full-year guidance, reflecting confidence in strong market demand, especially in high-growth markets, and improved productivity savings, now targeted at $13 million, with back-office optimization expected to yield $17 million in savings. ESAB continues to invest in strategic growth, including $20 million in university research partnerships and AI advancements, aiming to enhance operational excellence and customer experience.

Record Adjusted EBITDA Margins

ESAB achieved record adjusted EBITDA margins of 20.4% during the quarter, indicating strong operational performance and resilience.

Strong Performance in EMEA and APAC

EMEA and APAC regions delivered double-digit growth in the Middle East and high single-digit growth in India, contributing to overall sales growth of 11% in these regions.

Successful Acquisitions

The acquisitions of DeltaP, Aktiv, and EWM were completed, enhancing ESAB's product offerings and strategic position in the market.

Raised Full-Year Guidance

Given the strong performance and confidence in the business, ESAB raised its full-year guidance for revenue and adjusted EBITDA.

Expansion of Medical Gas Portfolio

The acquisitions of DeltaP and Aktiv expanded the medical gas portfolio, increasing the total available market by $200 million.

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)	1.26 / -	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 1.26.

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