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Apr 04, 2025
ESAB Q1 2025 Earnings Report
ESAB Corporation announced financial results for the first quarter of 2025.
Key Takeaways
ESAB Corporation reported first quarter 2025 sales of $678 million, a 2% decrease year-over-year, but flat on a core organic growth basis. Net income was $70 million, and core adjusted diluted EPS was $1.25. Core adjusted EBITDA increased by 4% with margin expansion of 100 basis points.
Flat core organic growth was reported for the first quarter of 2025.
Mid-single-digit growth was observed in welding and gas equipment.
The company delivered strong margin performance.
The acquisition of Bavaria was completed during the quarter.
Revenue by Geographic Location
Forward Guidance
ESAB raises its full year 2025 outlook for total core sales growth and core adjusted EBITDA, while core adjusted EPS remains unchanged.
Positive Outlook
- Full year 2025 outlook remains on-track including tariff impact.
- Total core sales growth outlook raised to (1.0)% to 1.5%.
- Core organic sales growth outlook remains at 0.0% to 2.0%.
- M&A contribution outlook raised to 2.0% to 2.5%.
- Core adjusted EBITDA outlook increased to $520 million to $530 million.
Challenges Ahead
- Total core sales growth outlook is still potentially negative.
- FX is expected to have a negative impact of ~(3.0)%.
- Core adjusted EPS outlook remains unchanged at $5.10 to $5.25, indicating no expected improvement.
- Navigating today’s tariff uncertainties is highlighted as a challenge.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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