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ESAB
ESAB (ESAB) investor relations material
ESAB Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary20 Feb, 2026
Executive summary
Fourth quarter 2025 sales reached $721 million, up 7% reported but down 2% in core organic sales year-over-year.
Net income from continuing operations for Q4 was $50 million ($0.82 diluted EPS); core adjusted net income was $83 million ($1.35 diluted EPS).
Full year 2025 sales totaled $2,843 million, up 4% reported and flat in core organic sales versus 2024.
Full year net income from continuing operations was $259 million ($4.10 diluted EPS); core adjusted net income was $324 million ($5.27 diluted EPS).
Core adjusted EBITDA for 2025 was $540 million, up 6% year-over-year, with margins expanding 30 basis points to 20.0%.
Financial highlights
Q4 gross profit was $257.8 million; full year gross profit was $1,048.3 million.
Q4 operating income was $86.6 million; full year operating income was $412.2 million.
Adjusted net income margin for 2025 was 11.7%.
Adjusted free cash flow for 2025 was $246.1 million, down from $320.5 million in 2024.
Cash and cash equivalents at year-end 2025 were $185.9 million.
Outlook and guidance
2026 core organic growth expected at 2.0%–4.0%; total core sales growth at 6.0%–9.0%.
Currency tailwind of 0.0%–1.0% and M&A growth of ~4% anticipated.
2026 core adjusted EBITDA projected at $575–$595 million; core adjusted EPS at $5.70–$5.90.
What factors underpin 2026 core organic growth
Assess M&A growth contribution to 2026 sales outlook
Quantify Russia's impact on core adjusted EBITDA
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Next ESAB earnings date
Q1 202630 Apr, 2026
ESAB
Next ESAB earnings date
Q1 202630 Apr, 2026
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Frequently asked questions
ESAB Corporation is a global company specializing in the production of welding and cutting equipment and consumables. It provides a wide range of products and solutions for industrial applications, including welding machines, gas control systems, cutting systems, and related consumables like electrodes and filler metals. The company serves industries such as manufacturing, construction, automotive, and shipbuilding, offering solutions that enable metal fabrication and processing. The company is headquartered in North Bethesda, Maryland, and its shares are listed on the NYSE.
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