What is the 13F Pro Quality Score for ESAB?

13F Pro ranks ESAB Corp (ESAB) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View ESAB's current score at https://13fpro.ai/research/ESAB (free sign-up required for the full ranking).

Where does 13F Pro source ESAB data?

All ESAB Corp fundamentals and ownership data come directly from SEC EDGAR. ESAB Corp files with the SEC under CIK 1877322. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is ESAB in?

ESAB Corp (ESAB) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

How often is ESAB research updated on 13F Pro?

ESAB's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

ESAB Corp(ESAB)Stock Analysis

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13F Pro Quality Score

58.3/100

Rank #989 of 2,879 stocksTOP 50%

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

38.1/100

Profitability

59.7/100

Balance Sheet

70.2/100

Earnings Quality

46.6/100

Free Cash Flow

53.3/100

Institutional Flow

79.5/100

Revenue Scale

69.0/100

Dilution Risk

70.7/100

ESAB Stock Analysis & AI Quality Score

AI stock analysis and institutional research for ESAB Corp (ESAB), a Industrials sector company. 13F Pro's AI-powered ranking engine scores ESAB at 58.3/100 on a 32-signal composite quality model, placing it at rank #989 of 2,879 stocks — the top half of the AI-ranked universe. ESAB scores in the top quartile across institutional flow (79.5). Areas of concern include revenue growth (38.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), ESAB Corp reports quarterly revenue of $745.6M, net income of $47.6M, an operating margin of 12.1%. Top institutional holders of ESAB by reported 13-F value include BlackRock,, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. ESAB trades on the NYSE exchange and files with the SEC under CIK 1877322. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ESAB daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ESAB Corp directly from SEC EDGAR. ESAB Corp's 13F Pro composite quality score has ranged between 8 and 66 since 2023, currently 58.3 — an improving long-term trajectory across 48 quarterly and live scoring snapshots.

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Fun facts about ESAB Corp

Quirks, history, and lore behind ESAB — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. industrial manufacturer · mid-cap · listed on NYSE · headquartered in Maryland.
2
The Numbers
Annual revenue of roughly $2.5 billion, with operations spanning over 100 countries — a truly global industrial footprint for a company most people have never heard of.
3
The History
The company was spun off from Colfax Corporation in 2022, inheriting a legacy of welding and cutting technology that stretches back well over a century.
4
The Secret
It is one of the world's largest makers of welding consumables and equipment — the rods, wires, and gases that hold together everything from pipelines to skyscrapers.
5
The Lore
Its portfolio includes storied brands like Victor and Stoody, and its roots trace to the Electric Storage Battery lineage that shaped modern industrial joining.
6
The Giveaway
Its four-letter ticker is basically its whole name — and that name, ESAB, stands for a Swedish welding company founded in 1904 that became a global icon of the trade.

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Revenue

Q1 2026

$745.6M

Net Income

Q1 2026

$47.6M

Free Cash Flow

Q1 2026

$33.2M

Operating Margin

Q1 2026

12.1%

ROIC

Q1 2026

2.1%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

-1.2% YoY

$2.74BFY 2024

FY20 $1.95BFY22 $2.59BFY23 $2.77BFY24 $2.74B

Net Income

+29.0% YoY

$264.8MFY 2024

FY20 $157.4MFY22 $223.7MFY23 $205.3MFY24 $264.8M

Operating Income

+10.7% YoY

$447.4MFY 2024

FY20 $202.1MFY22 $329.1MFY23 $404.2MFY24 $447.4M

EPS (Diluted)

+28.3% YoY

$4.31FY 2024

FY20 $2.62FY22 $3.69FY23 $3.36FY24 $4.31

Total Assets

+5.4% YoY

$4.03BFY 2024

FY20 —FY22 $3.75BFY23 $3.83BFY24 $4.03B

Total Debt

+5.7% YoY

$1.08BFY 2024

FY20 —FY22 $1.22BFY23 $1.02BFY24 $1.08B

Op. Cash Flow

+7.5% YoY

$355.4MFY 2024

FY20 $309.2MFY22 $214.4MFY23 $330.5MFY24 $355.4M

Metric	FY 2024	FY 2023	FY 2022	FY 2020	FY 2019
Revenue	$2.74B -1.2%	$2.77B +7.0%	$2.59B +33.0%	$1.95B	—
Net Income	$264.8M +29.0%	$205.3M -8.3%	$223.7M +42.1%	$157.4M	—
Operating Income	$447.4M +10.7%	$404.2M +22.8%	$329.1M +62.8%	$202.1M	—
EPS (Diluted)	$4.31 +28.3%	$3.36 -8.9%	$3.69 +40.8%	$2.62	—
Total Assets	$4.03B +5.4%	$3.83B +2.0%	$3.75B	—	—
Total Debt	$1.08B +5.7%	$1.02B -16.5%	$1.22B	—	—
Operating Cash Flow	$355.4M +7.5%	$330.5M +54.2%	$214.4M -30.7%	$309.2M	—

AI Insight: ESAB Financial Trends

Debt nearly doubled to $2,036M in Q2 2026 while operating income fell to $87–90M, signaling a leveraged acquisition that pressures profitability.

• Revenue recovered from a $671M trough in Q4 2024 to $746M in Q2 2026, a modest but steady rebound.

• Operating income declined from $119M in Q2 2024 to $90M in Q2 2026, compressing operating margin meaningfully.

• Total debt surged from ~$1,076M in Q4 2024 to $2,036M in Q2 2026, nearly doubling balance-sheet leverage.

• Operating cash flow dropped sharply to $47M in Q2 2026 versus $127M in Q4 2024, reducing near-term financial flexibility.

⚠ Debt jumped $800M quarter-over-quarter into Q2 2026 — likely acquisition-driven; integration execution and deleveraging pace are critical.

⚠ Net income fell to $38M in Q4 2025 and $48M in Q2 2026 — watch whether higher interest costs are structurally impairing earnings.

⚠ Equity has grown to $2,191M in Q2 2026; if acquired assets generate returns, ROIC recovery could emerge over coming quarters.

AI Insight: ESAB Ratio Trends

ESAB's profitability has deteriorated sharply, with ROIC collapsing from 17.1% in Q2 2024 to 8.6% in Q2 2026 while leverage has spiked back to 0.93x D/E.

• Operating margin declined steadily from 16.9% in Q2 2024 to 12.1% in Q2 2026, a 480bp contraction over eight quarters.

• ROIC fell from 17.1% in Q2 2024 to 8.6% in Q2 2026, roughly halving over the observed period.

• Net profit margin dropped from 11.7% in Q2 2024 to 6.4% in Q2 2026, with ROA declining from 8.4% to 3.4%.

• D/E improved from 0.63 in Q2 2024 to 0.52 in Q3 2025 before reversing sharply to 0.93 in Q2 2026.

⚠ D/E jumped from 0.52 in Q3 2025 to 0.93 in Q2 2026 — the highest level in the dataset — signaling renewed leverage risk.

⚠ ROIC at 8.6% in Q2 2026 is approaching likely cost-of-capital thresholds; further compression would imply value destruction.

⚠ Operating margin stabilized near 12% across Q4 2025 and Q2 2026 — watch whether this represents a floor or continued deterioration.

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Available Research

13F Pro tracks comprehensive data for ESAB Corp including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of ESAB

BlackRock, Inc.
$501.0M5,183,313 sh
VANGUARD CAPITAL MANAGEMENT LLC
$250.8M2,595,136 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$240.6M2,489,633 sh
STATE STREET CORP
$168.1M1,739,059 sh
Neuberger Berman Group LLC
$163.5M1,691,423 sh
FIL Ltd
$134.8M1,394,727 sh
Champlain Investment Partners, LLC
$126.1M1,304,834 sh
FMR LLC
$119.9M1,240,062 sh
DIMENSIONAL FUND ADVISORS LP
$117.5M1,215,909 sh
GEODE CAPITAL MANAGEMENT, LLC
$104.3M1,078,669 sh

Fund	Value	Shares
BlackRock, Inc.	$501.0M	5,183,313
VANGUARD CAPITAL MANAGEMENT LLC	$250.8M	2,595,136
VANGUARD PORTFOLIO MANAGEMENT LLC	$240.6M	2,489,633
STATE STREET CORP	$168.1M	1,739,059
Neuberger Berman Group LLC	$163.5M	1,691,423
FIL Ltd	$134.8M	1,394,727
Champlain Investment Partners, LLC	$126.1M	1,304,834
FMR LLC	$119.9M	1,240,062
DIMENSIONAL FUND ADVISORS LP	$117.5M	1,215,909
GEODE CAPITAL MANAGEMENT, LLC	$104.3M	1,078,669

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Is ESAB a good stock to buy?

13F Pro's AI-powered analysis of ESAB Corp (ESAB) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ESAB are available on the ESAB stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own ESAB?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ESAB. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ESAB Corp's investment landscape.