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Sep 27, 2024

ESAB Q3 2024 Earnings Report

ESAB demonstrated resilience through positive core organic growth, traction in new equipment, and record margin driven by EBX.

Key Takeaways

ESAB Corporation reported a slight decrease in third quarter sales, but achieved a 1% increase on a core organic growth basis. The company reported net income of $69 million, or $1.13 diluted earnings per share, and core adjusted net income of $77 million, or $1.25 diluted earnings per share. Core adjusted EBITDA rose 6% with margin expansion. The company has updated its full year 2024 outlook with an increased core adjusted EBITDA and EPS.

Positive core organic growth

New equipment gaining traction

EBX driving record margin

Raised mid-point of 2024 outlook

Total Revenue
$673M
Previous year: $681M
-1.1%
EPS
$1.25
Previous year: $1.08
+15.7%
Total Core Sales Growth
1.2%
Previous year: 7%
-82.9%
Gross Profit
$254M
Previous year: $250M
+1.6%
Cash and Equivalents
$254M
Previous year: $82.8M
+206.2%
Free Cash Flow
$90.4M
Previous year: $95.5M
-5.3%
Total Assets
$4.08B
Previous year: $3.76B
+8.7%

ESAB

ESAB

ESAB Revenue by Geographic Location

Forward Guidance

ESAB updated its estimated core adjusted EBITDA for the full year 2024 to $500 to $515 million, and core adjusted EPS to $4.80 to $4.95.

Revenue & Expenses

Visualization of income flow from segment revenue to net income