Sees Q4 Revenue of $720M-$722M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 02 2026
0mins
Should l Buy ESAB?
Sees Q4 revenue $720M-$722M, consensus $707.67M.
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Analyst Views on ESAB
Wall Street analysts forecast ESAB stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ESAB is 144.80 USD with a low forecast of 140.00 USD and a high forecast of 150.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 127.900
Low
140.00
Averages
144.80
High
150.00
Current: 127.900
Low
140.00
Averages
144.80
High
150.00
About ESAB
ESAB Corporation is a focused premier industrial compounder. The Company provides its partners with fabrication technology advanced equipment, consumables, gas control equipment, robotics and digital solutions. Its segments include Americas and EMEA & APAC. The Americas segment includes operations in North America and South America. The EMEA & APAC segment which includes Europe, Middle East, India, Africa, and Asia Pacific. The Company’s products are utilized to solve challenges in a range of industries, including cutting, joining and automated welding. Its products are marketed under various brand names, such as ESAB, providing a range of products with technologies to solve challenges in virtually any industry. It serves a global customer base across multiple markets through a combination of direct sales and third-party distribution channels. Its customer base is diversified in the industrial end markets. It serves customers in approximately 150 countries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Positive Economic Data: The ISM Manufacturing PMI unexpectedly surged to a three-year high, signaling renewed momentum in factory activity and boosting market confidence in economic recovery, despite the Bureau of Labor Statistics delaying the release of January's jobs report due to the partial government shutdown.
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ESAB Announces $1.45 Billion Acquisition of Eddyfi Technologies
- Acquisition Overview: ESAB Corporation has disclosed a $1.45 billion acquisition of Canada-based Eddyfi Technologies, intending to fund the deal through cash, debt, and $318 million in fully committed equity, with the transaction expected to close in mid-2026 pending customary closing conditions and regulatory approvals.
- Eddyfi Financial Projections: Eddyfi anticipates generating approximately $270 million in revenue and $80 million in adjusted EBITDA in 2026, with potential revenue reaching $100 million when including expected annualized synergies, alongside expectations of high-single-digit organic growth and gross margins exceeding 65%.
- Synergies and Operational Benefits: By integrating Eddyfi's operations and implementing the ESAB Business Excellence System (EBXai), the company expects to unlock $20 million in synergies, which will enhance operational efficiency and commercial advantages, thereby strengthening ESAB's competitive position in the market.
- Future Financial Guidance: For Q4 2025, ESAB projects revenue between $720 million and $722 million, with core diluted EPS of $1.34 to $1.36, while for FY25, revenue is expected to be between $2.842 billion and $2.844 billion, indicating strong confidence in future growth despite current share price declines.
See More
ESAB Acquires Eddyfi Technologies for $1.45B to Expand Market Reach
- Acquisition Overview: ESAB has announced its agreement to acquire Canadian testing instrument manufacturer Eddyfi Technologies for $1.45 billion, aiming to enhance its exposure in markets such as aerospace and defense, which is expected to significantly boost the company's competitive position.
- Financial Expectations: ESAB anticipates that Eddyfi will generate approximately $270 million in revenues and $80 million in adjusted EBITDA by 2026, with potential EBITDA reaching $100 million when accounting for expected annualized run-rate synergies, indicating strong profitability potential from the acquisition.
- Market Expansion Potential: This acquisition expands ESAB's total addressable market by about $5 billion, further accelerating the company's transition towards a portfolio that is faster growing, higher margin, and less cyclical, thereby strengthening its leadership in the industry.
- Future Earnings Guidance: ESAB expects to report core diluted adjusted earnings of $1.34 to $1.36 per share with core revenues of $687 million to $689 million for Q4 2025, and for FY 2026, core diluted adjusted earnings are projected to be between $5.70 and $5.90 per share on core revenues of $2.85 billion to $2.95 billion, showcasing a robust growth outlook.
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ESAB Stock Fluctuates: 52-Week Low at $100.17, High at $135.84
- Stock Fluctuation: ESAB's 52-week low is $100.17 per share, with a high of $135.84, and the last trade at $118.91 indicates stability within this range, which may affect investor confidence.
- Market Performance: The current price of $118.91 is close to the 52-week low, suggesting a cautious market sentiment towards ESAB's short-term performance, potentially impacting its future investment appeal.
- Technical Indicators: ESAB's stock has crossed above the 200-day moving average, which may attract more attention from technical analysis investors, thereby influencing trading volume and market sentiment.
- Investor Focus: As the stock fluctuates within the 52-week range, investors may reassess their strategies, especially in the current economic climate, which could lead to shifts in capital flows.
See More
ESAB Appoints AI Expert Dr. Sébastien Martin to Board of Directors
- New Board Member: ESAB announced the appointment of AI expert Dr. Sébastien Martin to its Board of Directors effective January 1, 2026, aiming to leverage his expertise to accelerate innovation and operational efficiency within the company.
- Strategic Advisor Role: Since early 2025, Dr. Martin has served as a strategic advisor, helping to define ESAB's AI strategy and empowering employees to utilize AI for enhanced productivity, thereby strengthening the company's competitive position in the industry.
- Board Size Expansion: Dr. Martin's appointment increases the ESAB Board to ten members, reinforcing the company's commitment to AI-driven operational excellence and supporting future business growth initiatives.
- Acknowledgment of Retiring Member: Long-serving board member Patrick Allender will retire at the 2026 Annual Meeting, having played a crucial role in the company's independent listing in 2022 and its subsequent growth, with his strategic vision significantly contributing to ESAB's success.
See More
Wall Street Rebounds as Precious Metals Face Pressure
- Market Rebound: Wall Street experienced a rebound at the start of the new month, with the S&P 500 rising 0.7% and the Nasdaq 100 gaining 1.1%, while the Russell 2000 rebounded 1.4% after a 1.6% drop, indicating strong performance in small-cap stocks and reflecting improved investor sentiment.
- Pressure on Precious Metals: Gold prices extended Friday's decline, sliding over 4% to $4,670 per ounce, while silver plummeted 8% to $77.88, indicating ongoing pressure in the precious metals market as investors reassess the Federal Reserve's policy outlook.
- Positive Economic Data: The ISM Manufacturing PMI unexpectedly surged to a three-year high, signaling renewed momentum in factory activity and boosting market confidence in economic recovery, despite the Bureau of Labor Statistics delaying the release of January's jobs report due to the partial government shutdown.
- Energy Market Volatility: Natural gas prices plunged 25% on milder weather forecasts, while crude oil dropped over 5% as the U.S. administration prepared for nuclear deal talks with Iranian officials, highlighting the impact of geopolitical factors on energy markets.
See More
ESAB Announces $1.45 Billion Acquisition of Eddyfi Technologies
- Acquisition Overview: ESAB Corporation has disclosed a $1.45 billion acquisition of Canada-based Eddyfi Technologies, intending to fund the deal through cash, debt, and $318 million in fully committed equity, with the transaction expected to close in mid-2026 pending customary closing conditions and regulatory approvals.
- Eddyfi Financial Projections: Eddyfi anticipates generating approximately $270 million in revenue and $80 million in adjusted EBITDA in 2026, with potential revenue reaching $100 million when including expected annualized synergies, alongside expectations of high-single-digit organic growth and gross margins exceeding 65%.
- Synergies and Operational Benefits: By integrating Eddyfi's operations and implementing the ESAB Business Excellence System (EBXai), the company expects to unlock $20 million in synergies, which will enhance operational efficiency and commercial advantages, thereby strengthening ESAB's competitive position in the market.
- Future Financial Guidance: For Q4 2025, ESAB projects revenue between $720 million and $722 million, with core diluted EPS of $1.34 to $1.36, while for FY25, revenue is expected to be between $2.842 billion and $2.844 billion, indicating strong confidence in future growth despite current share price declines.
See More
ESAB Acquires Eddyfi Technologies for $1.45B to Expand Market Reach
- Acquisition Overview: ESAB has announced its agreement to acquire Canadian testing instrument manufacturer Eddyfi Technologies for $1.45 billion, aiming to enhance its exposure in markets such as aerospace and defense, which is expected to significantly boost the company's competitive position.
- Financial Expectations: ESAB anticipates that Eddyfi will generate approximately $270 million in revenues and $80 million in adjusted EBITDA by 2026, with potential EBITDA reaching $100 million when accounting for expected annualized run-rate synergies, indicating strong profitability potential from the acquisition.
- Market Expansion Potential: This acquisition expands ESAB's total addressable market by about $5 billion, further accelerating the company's transition towards a portfolio that is faster growing, higher margin, and less cyclical, thereby strengthening its leadership in the industry.
- Future Earnings Guidance: ESAB expects to report core diluted adjusted earnings of $1.34 to $1.36 per share with core revenues of $687 million to $689 million for Q4 2025, and for FY 2026, core diluted adjusted earnings are projected to be between $5.70 and $5.90 per share on core revenues of $2.85 billion to $2.95 billion, showcasing a robust growth outlook.
See More
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- Small-Cap Stocks Performance: Small-cap stocks have started 2026 with strong momentum, indicating a positive trend in the market.
- Market Potential: Many of these companies are positioned to outperform the market, suggesting that the rally could continue.
See More
ESAB Stock Fluctuates: 52-Week Low at $100.17, High at $135.84
- Stock Fluctuation: ESAB's 52-week low is $100.17 per share, with a high of $135.84, and the last trade at $118.91 indicates stability within this range, which may affect investor confidence.
- Market Performance: The current price of $118.91 is close to the 52-week low, suggesting a cautious market sentiment towards ESAB's short-term performance, potentially impacting its future investment appeal.
- Technical Indicators: ESAB's stock has crossed above the 200-day moving average, which may attract more attention from technical analysis investors, thereby influencing trading volume and market sentiment.
- Investor Focus: As the stock fluctuates within the 52-week range, investors may reassess their strategies, especially in the current economic climate, which could lead to shifts in capital flows.
See More
ESAB Appoints AI Expert Dr. Sébastien Martin to Board of Directors
- New Board Member: ESAB announced the appointment of AI expert Dr. Sébastien Martin to its Board of Directors effective January 1, 2026, aiming to leverage his expertise to accelerate innovation and operational efficiency within the company.
- Strategic Advisor Role: Since early 2025, Dr. Martin has served as a strategic advisor, helping to define ESAB's AI strategy and empowering employees to utilize AI for enhanced productivity, thereby strengthening the company's competitive position in the industry.
- Board Size Expansion: Dr. Martin's appointment increases the ESAB Board to ten members, reinforcing the company's commitment to AI-driven operational excellence and supporting future business growth initiatives.
- Acknowledgment of Retiring Member: Long-serving board member Patrick Allender will retire at the 2026 Annual Meeting, having played a crucial role in the company's independent listing in 2022 and its subsequent growth, with his strategic vision significantly contributing to ESAB's success.
See More
