ESAB beats Q2 sales estimates, adjusted EPS meets expectations

ESAB

06/08/2025 11:42

Overview

ESAB Q2 sales rise 1% to $716 mln, beating analysts' expectations, per LSEG data

Adjusted EPS for Q2 meets analyst estimates, per LSEG data

Co achieved record core adjusted EBITDA margin of 20.1%

Outlook

ESAB raises 2025 core sales growth outlook to 1.5%-3.5% from (1.0)% to 1.5%

ESAB now expects 2025 core organic sales growth of 0.0% to 2.0%

ESAB raises 2025 core adjusted EBITDA outlook to $525 mln-$535 mln

ESAB increases core adjusted EPS guidance to $5.15 to $5.30

Result Drivers

ROBUST DEMAND - Strong demand in EMEA and APAC regions supported sales growth, per CEO Shyam P. Kambeyanda

TARIFF NAVIGATION - Americas team managed tariff-related pressures using EBX

STRATEGIC ACQUISITIONS - Acquisitions of DeltaP, Aktiv, and EWM expected to enhance portfolio and drive future growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Beat
$716 mln
$685.80 mln (6 Analysts)
Q2 Adjusted EPS
Meet
$1.36
$1.36 (7 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the industrial machinery & equipment peer group is "buy"

Wall Street's median 12-month price target for ESAB Corp is $142.50, about 7.3% above its August 5 closing price of $132.03

The stock recently traded at 24 times the next 12-month earnings vs. a P/E of 22 three months ago

Press Release: ID:nBw8wvRLma

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)