Jun 2026 (Q2 FY26) — Aug 6, 2026
ESAB Q2 FY26 — Record Sales & EBITDA, DFI Acquisition Closed
Read the full callESAB (ESAB) earnings
- Jul 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
ESAB earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 808 | +12.9% YoY | Quarterly, as filed | Quarter to Jul 2026 | Revenue from operations as filed. |
| Operating margin | 9.8 | −5.5 pts YoY | Operating profit / revenue | Quarter to Jul 2026 | For the quarter; a change is in percentage points. |
| Net profit | 32.4 | −51.6% YoY | Quarterly, as filed | Quarter to Jul 2026 | Profit after tax as filed. |
Price
$65.63 +1.66% · +$1.07
Performance −45.5% 1Y
1Y: $120.34 on 14 Oct 2025 → $65.63. High $134.82 (13 Feb 2026), low $64.56 (14 Oct 2026).
- Previous close
- $64.56
- 52-week range
- $64.56 – $134.82
- One year
- −45.92%
Overview
- Symbol
- ESAB
- Sector
- Industrials
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q1 FY26) — May 7, 2026
ESAB Corporation Q1 FY26 — Record Sales and Strategic Acquisitions Drive Margin Expansion
Read the full callEvery analysed call
ESAB earnings calls (ESAB)
Financials
What the filings say
Net profit, year on year: −52% (quarter to jul 2026 against jul 2025).
| Line item | Sep 2024 | Dec 2024 | Apr 2025 | Jul 2025 | Oct 2025 | Dec 2025 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 673 | 671 | 678 | 716 | 728 | 721 | 746 | 808 |
| Operating profit | 106 | 111 | 110 | 109 | 107 | 87 | 90 | 79 |
| Operating margin | 15.8% | 16.6% | 16.2% | 15.3% | 14.7% | 12.0% | 12.1% | 9.8% |
| Profit before tax | 89 | 96 | 93 | 88 | 83 | 64 | 65 | 48 |
| Tax rate | 20.3% | 23.7% | 22.0% | 20.8% | 21.3% | 19.8% | 20.2% | 24.3% |
| Net profit | 68 | 54 | 67 | 67 | 55 | 38 | 48 | 32 |
| EPS ($ per share) | 1.12 | — | 1.10 | 1.10 | 0.90 | — | 0.78 | 0.50 |
| Line item | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Equity capital | — | 0 | 0 | 0 | 0 | 0 |
| Reserves | — | 0 | 159 | 351 | 597 | 801 |
| Total liabilities | — | 960 | 2,366 | 2,181 | 2,226 | 2,555 |
| Fixed assets | — | 286 | 284 | 294 | 298 | 382 |
| Total assets | — | 3,461 | 3,754 | 3,829 | 4,034 | 4,766 |
| Line item | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Cash from operations | 309 | 251 | 214 | 330 | 355 | 261 |
| Cash from investing | -35 | -35 | -184 | -62 | -206 | -480 |
| Cash from financing | -326 | -222 | 8 | -220 | 32 | 114 |
| Net cash flow | -56 | -8 | 31 | 30 | 147 | -63 |
| Capital expenditure | -40 | -36 | -40 | -48 | -52 | -47 |
| Free cash flow | 269 | 215 | 174 | 282 | 304 | 213 |
Insider filings
94 filings between Nov 11, 2025 and Oct 1, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$8.86M
11 sales by 5 insiders
82% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 10
- Award — granted as compensation
- 35
- Option exercise — converted options into shares
- 33
- Tax withheld — shares kept back by the company to cover tax
Also filed: 3 gifts, 2 other filings.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Kambeyanda Shyam | — | $7.35M | Feb 23, 2026 |
| Campion Michele | — | $624.9K | Feb 27, 2026 |
| Johnson Kevin J | — | $470.4K | Feb 6, 2026 |
| Vinnakota Rajiv | — | $318.7K | Nov 11, 2025 |
| Jordan Rhonda L | — | $95.0K | Aug 7, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 1, 2026 | Martin Sebastien Director | Option exercise | 198 | — |
| Sep 30, 2026 | RALES MITCHELL P Executive Chair of Board | Award | 892 | $0 |
| Aug 7, 2026 | Jordan Rhonda L Director | Sale | 1,000 | $95.0K |
| Aug 7, 2026 | Jordan Rhonda L Director | Option exercise | 1,000 | $33.3K |
| Jun 30, 2026 | RALES MITCHELL P Executive Chair of Board | Award | 596 | $0 |
| Jun 1, 2026 | RALES MITCHELL P Director | Other | 3,355,765 | $0 |
| Jun 1, 2026 | RALES MITCHELL P Director | Other | 70,686 | $0 |
| Jun 1, 2026 | RALES MITCHELL P Director | Gift | 111,346 | $0 |
| Jun 1, 2026 | Cummings Melissa Director | Option exercise | 637 | — |
| Jun 1, 2026 | Vinnakota Rajiv Director | Option exercise | 637 | — |
| May 12, 2026 | Biebuyck Olivier President, Fab Tech | Option exercise | 2,362 | — |
| May 12, 2026 | Campion Michele Chief Human Resources Officer | Option exercise | 1,835 | — |
| May 12, 2026 | Biebuyck Olivier President, Fab Tech | Tax withheld | 1,184 | $111.5K |
| May 12, 2026 | Jewell Curtis E SVP, General Counsel | Tax withheld | 894 | $84.2K |
| May 12, 2026 | Campion Michele Chief Human Resources Officer | Tax withheld | 902 | $85.0K |
| May 12, 2026 | Jewell Curtis E SVP, General Counsel | Option exercise | 1,822 | — |
| May 12, 2026 | Kambeyanda Shyam President and CEO | Option exercise | 10,796 | — |
| May 12, 2026 | Kambeyanda Shyam President and CEO | Tax withheld | 5,053 | $476.0K |
| May 8, 2026 | RALES MITCHELL P Director | Award | 813 | $0 |
| Mar 31, 2026 | RALES MITCHELL P Director | Award | 570 | $0 |
| Mar 9, 2026 | Jewell Curtis E SVP, General Counsel | Option exercise | 951 | — |
| Mar 9, 2026 | Johnson Kevin J Chief Financial Officer | Tax withheld | 3,727 | $398.9K |
| Mar 9, 2026 | Johnson Kevin J Chief Financial Officer | Award | 7,582 | — |
| Mar 9, 2026 | Johnson Kevin J Chief Financial Officer | Tax withheld | 986 | $105.5K |
| Mar 9, 2026 | Johnson Kevin J Chief Financial Officer | Option exercise | 2,006 | — |
| Mar 9, 2026 | Kambeyanda Shyam President and CEO | Award | 23,146 | — |
| Mar 9, 2026 | Kambeyanda Shyam President and CEO | Tax withheld | 11,377 | $1.22M |
| Mar 9, 2026 | Kambeyanda Shyam President and CEO | Tax withheld | 2,867 | $306.8K |
| Mar 9, 2026 | Kambeyanda Shyam President and CEO | Option exercise | 6,124 | — |
| Mar 9, 2026 | Jewell Curtis E SVP, General Counsel | Tax withheld | 449 | $48.1K |
| Mar 9, 2026 | Teirlinck Didier P Director | Option exercise | 3,367 | $111.2K |
| Mar 9, 2026 | Negro Renato Controller, PAO | Tax withheld | 337 | $36.1K |
| Mar 9, 2026 | Campion Michele Chief Human Resources Officer | Tax withheld | 1,468 | $157.1K |
| Mar 9, 2026 | Negro Renato Controller, PAO | Option exercise | 986 | — |
| Mar 9, 2026 | Campion Michele Chief Human Resources Officer | Tax withheld | 328 | $35.1K |
| Mar 9, 2026 | Campion Michele Chief Human Resources Officer | Option exercise | 958 | — |
| Mar 9, 2026 | Biebuyck Olivier President, Fab Tech | Tax withheld | 2,535 | $271.3K |
| Mar 9, 2026 | Biebuyck Olivier President, Fab Tech | Award | 5,320 | — |
| Mar 9, 2026 | Biebuyck Olivier President, Fab Tech | Tax withheld | 662 | $70.8K |
| Mar 9, 2026 | Biebuyck Olivier President, Fab Tech | Option exercise | 1,408 | — |
| Mar 9, 2026 | Jewell Curtis E SVP, General Counsel | Tax withheld | 1,694 | $181.3K |
| Mar 9, 2026 | Campion Michele Chief Human Resources Officer | Award | 3,618 | — |
| Mar 9, 2026 | Jewell Curtis E SVP, General Counsel | Award | 3,592 | — |
| Mar 2, 2026 | Biebuyck Olivier President, Fab Tech | Option exercise | 740 | — |
| Mar 2, 2026 | Jewell Curtis E SVP, General Counsel | Tax withheld | 286 | $34.8K |
| Mar 2, 2026 | Jewell Curtis E SVP, General Counsel | Option exercise | 605 | — |
| Mar 2, 2026 | Johnson Kevin J Chief Financial Officer | Tax withheld | 554 | $67.4K |
| Mar 2, 2026 | Kambeyanda Shyam President and CEO | Option exercise | 3,808 | — |
| Mar 2, 2026 | Negro Renato Controller, PAO | Tax withheld | 192 | $23.4K |
| Mar 2, 2026 | Negro Renato Controller, PAO | Option exercise | 509 | — |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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