Q4 25 EPS
$1.35
BEAT +0.66%
Est. $1.34
Q4 25 Revenue
$721.0M
BEAT +4.82%
Est. $687.8M
vs S&P Since Q4 25
-41.6%
TRAILING MARKET
ESAB -32.6% vs S&P +9.0%
Full Year 2025 Results
FY 25 EPS
$5.27
FY 25 Revenue
$2.84B
Market Reaction
Did ESAB Beat Earnings? Q4 2025 Results
ESAB Corporation closed out 2025 on steady footing, posting fourth-quarter adjusted EPS of $1.35 and revenue of $720.99 million as its acquisition-driven growth strategy continued to reshape the top line even as organic demand remained soft. Reported… Read more ESAB Corporation closed out 2025 on steady footing, posting fourth-quarter adjusted EPS of $1.35 and revenue of $720.99 million as its acquisition-driven growth strategy continued to reshape the top line even as organic demand remained soft. Reported sales climbed 7% in the quarter, though core organic sales slipped 2% year-over-year, with the EMEA and APAC segment carrying the load through 15% total sales growth and roughly $43.70 million in acquisition contributions. The Americas segment proved a drag, with organic sales contracting 4.9%, underscoring the uneven demand environment facing the welding and fabrication technology leader. For the full year, ESAB deployed $438.31 million on acquisitions while holding core adjusted EBITDA margins at 20.0%, up 30 basis points, a result management credited to its industrial compounder playbook. The company's board also declared a quarterly dividend of $0.10 per share, payable in April. Looking ahead, ESAB guided 2026 core adjusted EPS of $5.70 to $5.90, supported by expected total core sales growth of 6.0% to 9.0%.
Key Takeaways
- • Acquisition-driven sales growth of 6.9% in Q4
- • Core adjusted EBITDA margin expansion of 10 basis points to 20.4% in Q4
- • EMEA & APAC segment core sales growth of 17.8% in Q4
- • Full year core adjusted EBITDA margin expansion of 30 basis points to 20.0%
ESAB YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
ESAB Revenue by Segment
With YoY comparisons, source: SEC Filings
ESAB Revenue by Geography
With YoY comparisons, source: SEC Filings
ESAB Earnings Trends
ESAB vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
ESAB EPS Trend
Earnings per share: estimate vs actual
ESAB Revenue Trend
Quarterly revenue: estimate vs actual
ESAB Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 MISS | $1.34 | $1.31 | -1.90% | $745.6M | +5.99% |
| Q4 25 BEAT FY | $1.34 | $1.35 | +0.66% | $721.0M | +4.82% |
| FY Full Year | — | $5.27 | — | $2.84B | — |
| Q3 25 BEAT | $1.27 | $1.32 | +3.71% | $727.8M | +9.44% |
| Q2 25 BEAT | $1.35 | $1.36 | +1.03% | $715.6M | +5.99% |
| Q1 25 BEAT | $1.21 | $1.25 | +3.65% | $678.1M | +6.99% |