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Jul 04, 2025
ESAB Q2 2025 Earnings Report
ESAB Corporation reported strong second quarter 2025 results, driven by robust demand in EMEA and APAC, achieving record core adjusted EBITDA margins and completing strategic acquisitions.
Key Takeaways
ESAB Corporation delivered a strong second quarter in 2025, with sales reaching $716 million. The company achieved a record core adjusted EBITDA margin of 20.4% and reported diluted EPS of $1.12, with core adjusted EPS at $1.36. Strategic acquisitions in medical gas control and welding equipment further strengthened its market position, leading to an upward revision of its full-year 2025 guidance.
ESAB reported second quarter sales of $716 million, a 1% increase on a reported basis compared to the prior year.
The company achieved a record core adjusted EBITDA margin of 20.4%, reflecting consistent performance and resilience.
Diluted earnings per share (EPS) from continuing operations were $1.12, and core adjusted diluted EPS was $1.36.
ESAB completed two Gas Control acquisitions (DeltaP and Aktiv) and signed one Fab Tech acquisition (EWM), advancing its compounder strategy.
Revenue by Geographic Location
Forward Guidance
ESAB Corporation has raised its full-year 2025 outlook, anticipating higher total core sales growth, increased core adjusted EBITDA, and improved core adjusted EPS.
Positive Outlook
- Raised full year 2025 outlook for total core sales growth to 1.5% to 3.5% from prior guidance of (1.0)% to 1.5%.
- Core organic sales growth outlook maintained at 0.0% to 2.0%.
- M&A contribution to sales growth increased to ~2.5% from prior guidance of 2.0%-2.5%.
- Core adjusted EBITDA outlook increased to $525 million to $535 million from prior guidance of $520 million to $530 million.
- Core adjusted EPS outlook increased to $5.15 to $5.30 from prior guidance of $5.10 to $5.25.
Challenges Ahead
- Foreign exchange impact on sales is still expected to be negative, though improved to ~(1.0)% from ~(3.0)%.
- No specific negative guidance points were highlighted beyond the ongoing impact of foreign exchange rates.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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