ESAB (ESAB)
Industrials · Industrial Machinery / Welding Equipment · NYSE
ESAB is a leading global provider of specialized equipment and consumables for welding, cutting, and gas control applications.
What ESAB does
ESAB is a global manufacturer of fabrication and gas control technology. The company produces equipment for welding and cutting, along with related consumables, personal protective equipment, and gas control systems.
Themes: industrial automation, welding and fabrication technology, infrastructure and construction equipment, gas control systems
Fundamentals
- Price$81.40 as of 2026-08-21 close
- Market cap$5.1B as of 2026-08-21
- 1-year return-27.3% 2025-08-21 close $111.93 → 2026-08-21 close $81.40
- P/E30.67 as of 2026-08-24
- Net margin+5.8% as of 2026-08-24
- Gross margin+37.0% as of 2026-08-24
- ROE+7.7% as of 2026-08-24
- Debt / equity0.94 as of 2026-08-24
- Revenue growth (YoY)+9.7% as of 2026-08-24
- Revenue CAGR (3y)+3.1% SEC XBRL
- Beta1.15 as of 2026-08-24
- Last reported earnings2026-08-06 SEC EDGAR Form 8-K (Item 2.02)
Dividend: yield +0.3%; at least 4 years of non-decreasing per-share dividends (SEC XBRL) — we do not hold the year before it, so the real streak may be longer.
How ESAB compares in its sector
- price-to-earnings ratiomiddle range 357 covered Industrials peers, as of 2026-08-24
- net profit marginmiddle range 457 covered Industrials peers, as of 2026-08-24
- operating marginmiddle range 457 covered Industrials peers, as of 2026-08-24
- gross marginmiddle range 455 covered Industrials peers, as of 2026-08-24
- return on equitymiddle range 460 covered Industrials peers, as of 2026-08-24
- 3-year revenue CAGRmiddle range 426 covered Industrials peers
- indicated dividend yieldbottom 10% 267 covered Industrials peers, as of 2026-08-24
- free cash flow (absolute dollars, latest fiscal year)middle range 414 covered Industrials peers, as of FY2025
Position among covered Industrials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Top 10 scores & list membership
ESAB is not currently in any published Top 10 list. Its scores are below.
Long-term score
33.6 #921 of 987 scored · #183 of 197 in Industrials
Growth 50th (revenue growth year over year 9.7%, 3-year revenue CAGR 3.1%) and valuation 46th (price to earnings 30.7, price to book 3.1); weakest is long-term trend (12th, trading below its 200-day average).
Short-term score
35.8 #1541 of 1,704 scored · #244 of 283 in Industrials
Volume and participation 60th: trading volume is about normal versus its 30-day average; catalysts 50th: open-market insider buys in 90 days 22, the analyst consensus rating is unchanged since the prior reading; weakest is trend 18th: it is trading 9.8% below its 50-day average, the short-term trend line.
Scores as of 21 Aug 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 2.
Dividend coverage (FY2025)
Covered by reported results. In FY2025, ESAB's dividend was covered by reported results (earnings payout 10%, free-cash-flow payout 10%). This describes past coverage, not a forecast.
- Earnings payout10% dividends / net income
- Free-cash-flow payout10% dividends / (operating cash flow − capex)
Coverage derived from reported SEC EDGAR XBRL figures for FY2025 (dividends paid vs. net income and free cash flow, same fiscal year). This describes PAST coverage for one fiscal year — it does not predict whether a dividend will be maintained, raised, or cut, and a one-year payout ratio can be distorted by non-recurring items. Informational only — not financial advice.
How ESAB looks technically
ESAB (ESAB) is trading 21.9% below its 200-day average, the long-term trend line — a long-term downtrend. Its 50-day average crossed below its 200-day average about 100 trading days ago — a "death cross", a bearish long-term signal. There is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 15, below the 25 that marks a real trend). Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 42, neither overbought (above 70) nor oversold (below 30). MACD, a trend-momentum gauge, turned bearish about 7 trading days ago (its momentum flipped negative). It made a new 20-day low about 2 trading days ago. It is 40.8% below its highest point of the past year.
Trend
8
| Distance from the 200-day | it is trading 21.9% below its 200-day average, the long-term trend line — a long-term downtrend | -21.9% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $90.24 | $90.24 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $104.29 | $104.29 |
| Swing structure | its recent peaks and dips disagree — one of them is rising while the other is not, so there is no clean up or down pattern in the swings | mixed — one of the two is not confirming |
| Last swing turn | its last significant turn was a swing high 15 calendar days ago — the swings before that are what the structure reading is measured on | 15 sessions |
| Wave structure | its recent swings can be read as a completed three-part upward correction — a pullback in the A-B-C shape Elliott-wave chartists use; the labelling fails if price closes above 99.89. It is the only labelling that fits, though not with textbook proportions, and it describes the swings already printed, not what comes next. | possible three-wave upward correction, complete (atypical proportions) |
| Since the 50/200 cross | its 50-day average crossed below its 200-day average about 100 trading days ago — a "death cross", a bearish long-term signal | 100 sessions |
| Trend strength (14-day ADX) | there is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 15, below the 25 that marks a real trend) | 15.1 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 42, neither overbought (above 70) nor oversold (below 30) | 41.7 |
|---|---|---|
| Position in its 14-day range | it is trading near the bottom of its 14-day range ($77.34 to $99.89) — its "stochastic" reading is 18 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been climbing within that range over the last few sessions. | 18.0 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, turned bearish about 7 trading days ago (its momentum flipped negative) | 7 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $137.42 | $137.42 |
|---|---|---|
| From the 52-week high | it is 40.8% below its 52-week high (its highest price of the past year) | -40.8% |
| Above the 52-week low | it is 5.2% above its 52-week low (its lowest price of the past year) | +5.3% |
| Below the 52-week high | it is 40.8% below its highest point of the past year | 40.8% |
| Since a 20-day breakout | it made a new 20-day low about 2 trading days ago | 2 sessions |
| Since a 55-day breakout | it made a new 55-day low about 2 trading days ago | 2 sessions |
| All-time high | its highest closing price on record is $137.42 (set on 2026-02-12) | $137.42 |
| Given back of the 52-week move | over the past year its closes ranged ($78.58 to $134.82), and it has recovered only a small part of its fall from last year’s high — 5% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $113.34 to $115.14. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 5.0% |
| From the all-time high | it is 40.8% below its all-time high | -40.8% |
| Nearest price level | it is trading 1.4% below a resistance level at $82.55 — a price it turned at three times since 2026-05-20, most recently on 2026-07-23. Since 2024-08-21 it has 0 such levels below the current price and 14 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | +1.4% |
| All-time low | its lowest closing price on record is $32.12 (set on 2022-10-11) | $32.12 |
| Above the all-time low | it is 153.4% above its all-time low | +153.4% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are about average versus its own recent 6-month history | 69th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $3.90 between its high and its low — about 4.8% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $3.90 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $76.93 and $96.09 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $76.93 – $86.51 – $96.09 |
| Typical daily range (% of price) | its price moves about 4.8% in a typical session — about typical for the companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 4.8% |
| Stretch from the 200-day average | it is trading 5.9 daily ranges below its 200-day average price (22.0% below it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 5.9 daily ranges below its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 1.26× |
|---|
Analyst
2
| Change in the average price target | analysts have cut their average price target by 0.2% since the prior reading | -0.2% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating is unchanged since the prior reading | unchanged |
Candlestick patterns
1
| Since a bearish engulfing | 7 sessions ago it opened above the previous session's close and finished below that session's open — a "bearish engulfing" pair, where one down day more than undid the up day before it | 7 sessions ago |
|---|
Price gaps
3
| Gap at the open | it opened on 2026-08-21 1.0% above the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and traded back through that level before the close | +1.0% |
|---|---|---|
| Open gap | it gapped 2.3% below the previous close 42 sessions ago and has not traded back through the level it left behind at 102.28 — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed | -2.3% |
| Gap filled | a 2.2% gap down opened on 2026-07-29 has been "filled" 16 sessions ago — price traded back through the level the gap left behind, and it took 1 session to close | 16 sessions ago |
Price streaks
1
| Closing streak | it closed higher in its latest session, after a session that did not close higher — a single up day rather than a run | 1 session up |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock lagged the market by 7.7 percentage points (the stock lost 5.4% while the market gained 2.3%) | -7.7% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock lagged the market by 13.8 percentage points (the stock lost 10.7% while the market gained 3.1%) | -13.8% |
| vs market, 6 months | over the past 6 months this stock lagged the market by 47.8 percentage points (the stock lost 36.7% while the market gained 11.1%) | -47.8% |
| vs market, 12 months | over the past 12 months this stock lagged the market by 47.8 percentage points (the stock lost 27.3% while the market gained 20.5%) | -47.8% |
Signal agreement
2
| Bullish technical signals | 1 of the 9 technical signals we can compute for it is currently in a bullish state: near the bottom of its 14-day range (oversold) — these describe past price behaviour, not a forecast | 1 of 9 |
|---|---|---|
| Bearish technical signals | 6 of the 9 technical signals we can compute for it are currently in a bearish state: a "death cross" — its 50-day average is below its 200-day, trading below its 200-day average, a fresh 20-day low, MACD momentum is negative, lagging the market over 6 months, trading below the Ichimoku cloud — these describe past price behaviour, not a forecast | 6 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 13% below the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-07-16 and projected forward over today's price, the side traders read as an established downtrend, with the band above acting as the level that would have to be cleared. The band itself is thin, spanning 1.5% of the share price, which is taken to mean a barrier that gives way easily. | -12.8% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 19% below the average price paid so far this year, so the typical buyer over that stretch is under water. That average is $100.05 — a volume-weighted average of daily closes over 157 sessions, not a true tick-by-tick VWAP. | -18.6% |
|---|---|---|
| Vs the average paid since it last reported | the price is 3% below the average price paid since it last reported on 2026-08-06 (its 10-Q), so the typical buyer over that stretch is under water. That average is $84.16 — a volume-weighted average of daily closes over 12 sessions, not a true tick-by-tick VWAP. | -3.3% |
Price levels it has turned at before
ESAB last closed at $81.40 on 2026-08-21. Since 2024-08-21 it has turned at 0 prices below its last close and 14 above; the 3 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $82.55 | Resistance | 1.4% above the last close | turned there three times · 2026-05-20 to 2026-07-23 |
| $92.63 | Resistance | 13.8% above the last close | turned there twice · 2024-09-11 to 2026-07-16 |
| $95.56 | Resistance | 17.4% above the last close | turned there twice · 2026-05-04 to 2026-05-27 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
Its recent swings can be read as a three-part upward correction — the A-B-C shape chartists use for a pullback — now complete.
This labelling fails — stops being a possible reading at all — if it closes above $99.89.
It is the only labelling that fits these swings, though its proportions are not the textbook ones. It was chosen from 3 labellings that survived the rules, counting shorter readings of the same bars.
This labelling was already in place when we began recording count changes on 2026-08-13, so how long it has stood is not something we can say yet.
Read from daily closes as of 2026-08-21.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading below the 200-day moving average · Pulled back from the 12-month high · Broke down to a new 20-day low · trendless / choppy (low ADX) · lagging the market · At the bottom of its 14-day range (stochastic below 20) | Learn: moving average · golden cross · adx · rsi · macd · breakout · fifty two week high low
Based on daily closing prices as of 2026-08-21. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingStrong Buy (1.36 mean, 1=Strong Buy…5=Strong Sell) — 11 analysts
- Mean price target$131.18 range $100.00 – $154.00; median $130.00
Analyst estimates, as of 2026-08-19. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for ESAB
- Consensus EPS estimate$1.35 next reporting period, as of 2026-08-19
Change over time is not available yet: it needs two readings of the same reporting period at least 30 days apart, and we have been recording these estimates since 2026-08-04. An estimate for a DIFFERENT quarter is not a revision, so a reading from before the last report is never compared with one after it.
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Exposure to fluctuations in raw material costs, such as steel and copper.","Risks associated with international operations, including foreign currency volatility and geopolitical stability.","Potential integration challenges related to acquisitions or restructuring activities."]
What changed in the latest 10-Q
AI-assisted comparison of ESAB's 10-Q filed 2026-05-07 against the prior one filed 2025-10-29.
Management's Discussion & Analysis (MD&A)
- Added:
- Added reference to 'the pending acquisition of Eddyfi Technologies and its anticipated benefits' in the forward-looking statements list (filed 2026-05-07)
- Added phrase 'potential for an extended regional war' to the geopolitical tensions risk bullet point (filed 2026-05-07)
- Added reference to 'including failure to successfully integrate new technologies such as artificial intelligence' under risks arising from changes in technology (filed 2026-05-07)
- Removed:
- Removed reference to 'the 2024 Form 10-K and in Part II. Item 1A in our Form 10-Q for the quarterly period ended April 4, 2025 (the "2025 Q1 Form 10-Q")' from the risk factors cross-reference at the end (filed 2026-05-07)
- Removed standalone risk bullet point 'risks arising from changes in technology' without the AI integration language (filed 2025-10-29)
- Reworded:
- Changed 'the impact of the war in Ukraine and the conflict in the Middle East' to 'the pending acquisition of Eddyfi Technologies and its anticipated benefits, the impact of the war in Ukraine and conflicts in the Middle East' in the opening forward-looking statements paragraph (filed 2026-05-07)
- Changed 'conflict in the Middle East' to 'conflicts in the Middle East' in the first risk bullet point (filed 2026-05-07)
- Changed 'risks from tariffs and other trade protection measures' to 'risks from tariffs and other trade protection measures and other changes in trade relations' - actually this change appears to have been made in the newer version which more explicitly states 'including risks from tariffs and other trade protection measures and other changes in trade relations' vs older version saying 'risks from trade protection measures and other changes in trade relations' (filed 2026-05-07)
- Changed reference from '2024 Form 10-K' to '2025 Form 10-K' reflecting the updated annual report year (filed 2026-05-07)
- Changed quarterly period reference from 'October 3, 2025' to 'April 3, 2026' (filed 2026-05-07)
- Notes:
- The two filings are for different quarterly periods (Q3 2025 vs Q1 2026), which explains some date and annual report reference updates
- Text appears truncated at the end of both versions, so final sentences may be incomplete in the source material
Risk Factors
The two filings could not be meaningfully compared for this section.
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
No open-market insider purchases or sales are on record for ESAB — recent Form 4 activity was compensation-related (awards, option exercises, or tax withholding), not open-market buying or selling.
View full insider trading history → View SEC Form 3/4/5 filingsOnly open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Congressional trading disclosures
U.S. House members publicly disclose their own, their spouse's, and dependent children's stock transactions under the STOCK Act. We hold 2 matched disclosures for ESAB from U.S. House Clerk Periodic Transaction Report filings.
Congressional trading disclosures →Institutional ownership (13F)
4 institutional 13F filers reported holding ESAB as of 2026-03-31 (quarter-end position, filed within 45 days).
- Distinct 13F filers 4
- Reported shares held 8,293,521
- Reported value $801,651,832
reported quarterly holdings change (2025-12-31 → 2026-03-31): 0 new, 3 increased, 1 decreased, 2 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Short interest (FINRA)
ESAB had 5,184,211 shares of reported short interest as of the 2026-07-31 FINRA settlement date (delayed, bi-monthly; not real-time).
ESAB had 8.34% of its shares outstanding sold short as of the 2026-07-31 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 8.7 days to cover at the same settlement.
- Reported short interest (shares) 5,184,211
- Short interest (% of shares outstanding) 8.34%
- Prior settlement (shares) 4,669,520
- Reported change 11.02%
- Days to cover (reported) 8.7
Reported to FINRA as of the 2026-07-31 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- Lincoln Electric (LECO)
- Illinois Tool Works (ITW)
- Air Liquide (AIQUY)
- Colfax Corporation
- Praxair (LIN)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
Compare ESAB vs…
ESAB is found in…
Frequently asked questions
What does ESAB (ESAB) do?
ESAB is a global manufacturer of fabrication and gas control technology. The company produces equipment for welding and cutting, along with related consumables, personal protective equipment, and gas control systems.
What sector is ESAB (ESAB) in?
ESAB (ESAB) is classified in the Industrials sector. Its industry is Industrial Machinery / Welding Equipment. It trades on NYSE.
Does ESAB pay a dividend?
Yes — ESAB (ESAB) pays a dividend, with an indicated yield of about 0.30% and at least 4 years of non-decreasing per-share dividends (SEC EDGAR XBRL) — we do not hold the year before it, so the real streak may be longer (market data, as of 2026-08-24). Informational only — not financial advice.
Who are ESAB's (ESAB) competitors?
Notable peers of ESAB (ESAB) include Lincoln Electric, Illinois Tool Works, Air Liquide, Colfax Corporation and Praxair. This peer set is informational only — not financial advice.
Has there been recent Congressional stock trading in ESAB?
Yes — we hold 2 matched STOCK Act disclosures for ESAB from U.S. House Clerk Periodic Transaction Report filings. These are legally-required disclosures (often filed 30–45 days after the trade), may belong to a U.S. House member, their spouse, or a dependent child, and are not an indicator of company performance or investment advice.
Is ESAB (ESAB) overbought or oversold right now?
ESAB (ESAB) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 42, in the neutral middle (as of 2026-08-21). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on ESAB come from?
Fundamentals and prices come from market data, as of 2026-08-24; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: market data, as of 2026-08-24. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-21.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.