ESAB Q3 2025

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Earnings

ESAB Corporation delivered a strong third quarter of fiscal 2025, posting adjusted EPS of $1.32 against a consensus estimate of $1.27, a beat of 3.71%, while revenue of $727.85 million topped the $665.07 million estimate by 9.44% and grew 8.1% year-o… Read more ESAB Corporation delivered a strong third quarter of fiscal 2025, posting adjusted EPS of $1.32 against a consensus estimate of $1.27, a beat of 3.71%, while revenue of $727.85 million topped the $665.07 million estimate by 9.44% and grew 8.1% year-over-year. The headline driver behind the outperformance was the completion of the EWM acquisition, which bolstered ESAB's Equipment and Automation portfolio and contributed meaningfully to reported sales growth, even as core organic growth returned to positive territory at 2% excluding Russia and foreign exchange effects. Mid-single-digit growth in the U.S. Market, aided by easing tariff uncertainty, complemented continued strength across EMEA and APAC. Wall Street has maintained a buy rating on the stock, with analysts lifting price targets following the results. Management responded to the momentum by raising its full-year 2025 outlook, increasing total core sales growth guidance to 4.5% to 5.5% and lifting core adjusted EBITDA guidance to $535 million to $540 million, with core adjusted EPS now guided to a narrowed range of $5.20 to $5.30.