ESAB Corporation (ESAB)

In the past six months, ESAB Corp. reported strong Q3 2025 earnings, surpassing expectations and raising its full-year outlook. The company announced its Q2 2025 results, achieving record core adjusted EBITDA margins and advanced its growth strategy through strategic acquisitions, including DeltaP and Aktiv. ESAB announced its intention to acquire Eddyfi Technologies for $1.45 billion, a move expected to expand the company's offerings beyond fabrication into inspection and lifecycle monitoring. Over the past year, ESAB's stock price has fluctuated between $100.17 and $135.84. In January 2026, the company saw a decrease in short interest by 7.56%.

Demand for ESAB Corp.'s products and services is significantly influenced by the level of new capital investment and planned maintenance expenditures by its customers, which are dependent on general economic conditions, credit availability, and investment activities within specific industries. The company's European operations typically experience a slowdown during the July and August vacation seasons. Recent observations indicate weakness in demand in the Americas, particularly Mexico, while the EMEA & APAC regions have shown strong demand. A softer December in Europe and South America was also noted.

ESAB Corporation is a global leader in fabrication and specialty gas control technology, operating within the Industrials sector, specifically the Metal Fabrication industry. The company formulates, develops, manufactures, and supplies consumable products and equipment for cutting, joining, automated welding, and gas control. ESAB sells its products under the ESAB brand to diverse end markets, including general industry, infrastructure, renewable energy, medical and life sciences, transportation, construction, and energy.

ESAB Corporation has a significant global presence, serving customers in approximately 150 countries. The company's operations are segmented into two main regions: Americas (North and South America) and EMEA & APAC (Europe, the Middle East, India, Africa, and the Asia Pacific). Approximately 78% of ESAB's sales in 2024 were derived from operations outside of the United States. High-growth markets accounted for about 48% of its 2024 revenues.

ESAB Corporation maintains a strong brand reputation as a world leader in fabrication and specialty gas control technology. The company is recognized for providing advanced equipment, consumables, specialty gas control, robotics, and digital solutions. ESAB emphasizes sustainability and connected fabrication technology. Its new product development is heavily influenced by voice-of-customer research. Potential events that could affect ESAB's reputation include non-compliance with industrial standards, violations of anti-corruption laws, and the broader impacts of geopolitical turmoil.

Institutional investors hold a substantial majority of ESAB Corp.'s shares, accounting for 81.82% of the ownership. Individual investors hold 6.42% of the shares. Key institutional holders include T. Rowe Price Group, Inc., The Vanguard Group, Inc., BlackRock, Inc., and State Street Global Advisors, Inc. Mitchell Rales is a significant individual owner and serves as the Chairman of the Board.