SURVYR

ESAB

ESAB Corporation
$70.91
+$1.62 (2.34%)Oct 28 close
IndustrialsS&P 400 CompareTechnicals
1M3M6M1Y2Y
-48%-32%-17%-1%+15%Oct 2025Oct 2026Apr 202652w high $137.4252w low $62.74
ESABSPY
Wall St. Highest PT $145.00 (+104.5%) Wall St. Avg PT $119.73 (+68.8%)
$65$98$131$165$198POC $97Hi $145Avg $120
Underwater Drawdown %Max DD -52.0%Current -47.2%
0.0%-52.0%
Relative Strength vs SPY-55.3% vs SPYUnderperforming
+70%0%-70%
1W
+$4.55 (6.86%)
1M
+$3.78 (5.63%)
3M
−$15.37 (17.81%)
6M
−$25.09 (26.14%)
YTD
−$40.36 (36.27%)
1Y
−$49.63 (41.17%)

Chart

Loading live chart…

Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar
Wall Street analyst consensus
SellHoldStrong Buy
Strong Buy
11 analysts · mean score 1.27
1 = Strong Buy · 5 = Sell
Wall Street consensus
Analyst price targets
Current price$70.91
Average target$119.73
+$48.82 (+68.8%) upsideaverage target vs current price
CurrentAverageMedian
Low$95.00
Median$119.73
High$145.00
12-month Wall Street target range
Recent analyst rating changes · 30
Reiterated
2026-10-21 · Oppenheimer reiterated Outperform on ESAB
Reiterated
2026-10-08 · JP Morgan reiterated Overweight on ESAB
Reiterated
2026-09-15 · Roth Capital reiterated Buy on ESAB
Reiterated
2026-08-11 · Evercore ISI Group reiterated In-Line on ESAB
Reiterated
2026-07-21 · Oppenheimer reiterated Outperform on ESAB
Reiterated
2026-07-20 · Stifel reiterated Buy on ESAB
All analyst rating changes ›

Third-party ratings, not SURVYR.'s views.

Key stats & company

Market value$4.2B
P/E (last 12 months)20.6
P/E (next 12 months, estimated)10.5
52-week range$62.74 – $137.42
Revenue growth (latest quarter vs a year ago)+12.9%
Dividend yield0.72%
Analyst consensusStrong Buy (11)
Average analyst price target$119.73 (+69%)

What they do

ESAB Corporation engages in the formulation, development, manufacture, and supply of consumable products and equipment for use in cutting, joining, automated welding, and gas control equipment. It offers its products through independent distributors and direct salespeople. It operates in Europe, Asia Pacific, South America, and the Middle East.

Industrials · Metal Fabrication
Valuation and fundamentals

Valuation & fundamentals

Loading the valuation from SEC filings…

For information only · Important disclosures

Grades vs sector

Momentum
5th percentile in sector
F
12-1 return: -43.4%
Percentile within its GICS sector across the S&P 1500.
Growth
64th percentile in sector
B
Revenue growth (YoY): +12.9%
Percentile within its GICS sector across the S&P 1500.
Value
76th percentile in sector
B+
Forward E/P: 9.9% · EBITDA/EV: 8.2%
Percentile within its GICS sector across the S&P 1500.
Profitability
31st percentile in sector
D+
Profit margin: +5.7% · Return on equity: +8.7%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Not held by any of our 7 live models right now.

Quality Growth
Outside this model's universe or screens
 Momentum Top 15
Outside this model's universe or screens
 Momentum Blend
Not in the current book
 New Highs Growth
Outside this model's universe or screens
 SURVYR. Barbell Momentum & T-Bill Shield
Outside this model's universe or screens
 SURVYR. Physical AI Grid & Power
Outside this model's universe or screens
 SURVYR. Long Book
Not in the current book

Earnings & events

ESAB earningsNext report in 7 days
Next report · quarter Sep 2026
Wed Nov 4, 2026Before the open
EPS consensus$1.33 range $1.24–$1.42
Revenue consensus$786.7M 8 analysts
Last 4 quarters · EPS vs estimate
Aug 6, 2026$1.33est $1.38−3.6%Below estimates
May 7, 2026$1.31est $1.34−1.9%Below estimates
Feb 20, 2026$1.35est $1.34+0.7%In line with estimates
Oct 29, 2025$1.32est $1.27+3.7%Above estimates

In line = within 1% of the estimate.

Source: Yahoo Finance · report time: Nasdaq earnings calendar · refreshed 2026-10-22 22:03:39 ET
24-1025-0225-0525-0825-1026-0226-0526-080.001.38
EstimateActual (beat)Actual (miss)

Quarterly revenue

QuarterRevenueYoY
2026-06-30$807.6M+12.9%
2026-03-31$745.6M–
2025-12-31$721.0M–
2025-09-30$727.8M–
2025-06-30$715.6M–

Recent dividends

2026-10-02: $0.120 · 2026-07-02: $0.120 · 2026-04-02: $0.100 · 2025-12-31: $0.100 · 2025-10-03: $0.100 · 2025-07-03: $0.100 · 2025-04-04: $0.080 · 2024-12-31: $0.080

News & catalysts

More news
1 industrials stock to own for decades and 2 we question
StockStory · Oct 22
Rating changes
Reiterated
2026-10-21 · Oppenheimer reiterated Outperform on ESAB
Reiterated
2026-10-08 · JP Morgan reiterated Overweight on ESAB
Reiterated
2026-09-15 · Roth Capital reiterated Buy on ESAB
Reiterated
2026-08-11 · Evercore ISI Group reiterated In-Line on ESAB
Reiterated
2026-07-21 · Oppenheimer reiterated Outperform on ESAB
Reiterated
2026-07-20 · Stifel reiterated Buy on ESAB

Third-party analyst actions, not SURVYR.'s views. All rating changes

Insider trades
Jordan Rhonda L
Director · 2026-08-07
Sell
$95.0K
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–

Stats refreshed 2026-10-22 22:03:39 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

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Coteau 0.9 · Oct 21, 2026