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Oct 03, 2025
ESAB Q3 2025 Earnings Report
ESAB Corporation reported strong third quarter 2025 results, driven by growth in Equipment and Automation and recent acquisitions, with U.S. business returning to mid-single-digit growth.
Key Takeaways
ESAB Corporation delivered a strong third quarter, achieving $728 million in sales, an 8% increase year-over-year. The company returned to positive core organic growth and saw mid-single-digit growth in its Equipment and Automation segment. Net income was $64 million, and diluted EPS was $1.04, with core adjusted EPS reaching $1.32. The completion of the EWM acquisition further strengthened its heavy equipment and automation portfolio.
Total sales increased by 8% to $728 million compared to the prior year, with core organic growth at 2%.
Net income from continuing operations attributable to ESAB was $64 million, and diluted EPS was $1.04.
Core adjusted EBITDA rose 7% to $133 million, with a margin of 19.4%.
The company completed the EWM acquisition, enhancing its heavy equipment and automation portfolio and raising its full-year sales and adjusted EBITDA guidance.
Revenue by Geographic Location
Forward Guidance
ESAB Corporation has raised its full-year 2025 outlook for total core sales growth, core adjusted EBITDA, and narrowed its core adjusted EPS range, reflecting confidence in continued performance.
Positive Outlook
- Raised full-year 2025 total core sales growth outlook to 4.5%-5.5% from 1.5%-3.5%.
- Increased core adjusted EBITDA outlook to $535-$540 million from $525-$535 million.
- Core organic sales growth outlook improved to approximately 1.0%.
- M&A contribution to sales growth outlook increased to approximately 4.5%.
- Core adjusted EPS outlook narrowed to $5.20-$5.30 from $5.15-$5.30.
Challenges Ahead
- No specific negative forward guidance points were explicitly stated in the provided text.
- The FX impact on sales growth is still projected to be between (1.0)% and 0.0%.
- The company did not provide specific negative outlooks or risks for the upcoming period in the guidance section.
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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