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ESAB (ESAB) investor relations material
ESAB Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary29 Oct, 2025
Executive summary
Achieved Q3 2025 sales growth of 8–8.1% to $728 million, with 2% core organic growth, driven by acquisitions, favorable currency, and strong performance in EMEA & APAC.
Completed four acquisitions in 2025, including EWM, which accelerated growth, margin expansion, and enhanced the equipment and automation portfolio.
Net income from continuing operations was $64–$65.3 million, with core adjusted net income at $81 million; net income declined year-over-year due to higher interest expense from acquisition-related debt.
Raised full-year 2025 guidance for sales, EBITDA, and EPS, reflecting strong year-to-date results and successful integration of acquisitions.
Continued investment in sales, AI initiatives, and productivity projects to drive long-term shareholder value.
Financial highlights
Adjusted EBITDA for Q3 2025 was $133–$139.5 million, up 7%, with margin at 19.2–19.4% and slight margin compression due to acquisition impacts.
Gross profit for Q3 2025 was $269.3 million, up year-over-year, but gross margin declined to 37.0% due to margin compression in the Americas.
Adjusted net income per share (diluted, non-GAAP) was $1.32, up from $1.25 last year; GAAP EPS was $1.04, down from $1.13.
Adjusted free cash flow for the quarter was $86–$86.4 million, with cash conversion rate exceeding 100%.
Net income margin from continuing operations was 9.0–11.4% in Q3 2025.
Outlook and guidance
Full-year 2025 sales guidance raised to $2.71–$2.73 billion, with core organic growth at ~1% and M&A contributing ~4.5%.
Adjusted EBITDA guidance increased to $535–$540 million, including EWM contribution.
Adjusted EPS guidance narrowed to $5.20–$5.30, reflecting improved profit but higher interest expense.
Free cash flow conversion expected at ~95%.
Management expects continued organic growth through product enhancements and customer base expansion.
EWM acquisition's Q3 sales contribution?
US business growth post-tariff abatement?
Russia's Q3 sales contribution?
EWM: Year 1 financial impact and synergies?
Americas margin recovery plan for 2026?
M&A strategy and 2026 leverage targets?
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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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