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Jun 30, 2023

ESAB Q2 2023 Earnings Report

ESAB achieved record sales and margin performance, driven by strategic vision and operational efficiency.

Key Takeaways

ESAB Corporation reported record financial results for the second quarter of 2023, with sales up 9% and core organic growth of 6%. Net income from continuing operations attributable to ESAB was $67 million, and core adjusted EBITDA rose 20% to $127 million. The company raised its full-year 2023 outlook due to strong first-half performance and confidence in its long-term strategy.

Sales increased by 9% with a core organic growth of 6%.

Net income from continuing operations attributable to ESAB was $67 million.

Core adjusted EBITDA increased by 20% to $127 million.

Full-year 2023 outlook was raised.

Total Revenue
$720M
Previous year: $661M
+9.0%
EPS
$1.28
Previous year: $1.14
+12.3%
Total Core Sales Growth
7.7%
Previous year: 9%
-14.4%
Gross Profit
$264M
Previous year: $227M
+16.0%
Cash and Equivalents
$74.4M
Previous year: $53.5M
+39.2%
Free Cash Flow
$53.4M
Previous year: $19.5M
+173.2%
Total Assets
$3.86B
Previous year: $3.67B
+5.1%

ESAB

ESAB

ESAB Revenue by Geographic Location

Forward Guidance

ESAB raised its full year 2023 outlook and expects total core sales growth of 6.0% to 7.5%, core organic sales growth of 4.0% to 5.5%, core adjusted EBITDA of $450 to $465 million, and core adjusted EPS of $4.10 to $4.30.

Positive Outlook

  • Total core sales growth is expected to be 6.0% to 7.5%.
  • Core organic sales growth is projected to be 4.0% to 5.5%.
  • Core adjusted EBITDA is anticipated to be between $450 to $465 million.
  • Core adjusted EPS is forecasted to be $4.10 to $4.30.
  • The raised outlook reflects confidence in the company's long-term strategy.

Revenue & Expenses

Visualization of income flow from segment revenue to net income