ESAB Corp(ESAB)Stock Analysis
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Rank #1,539 of 2,962 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ESAB Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for ESAB Corp (ESAB), a Industrials sector company. 13F Pro's AI-powered ranking engine scores ESAB at 51.3/100 on a 32-signal composite quality model, placing it at rank #1,539 of 2,962 stocks — the bottom half of the AI-ranked universe. ESAB scores in the top quartile across institutional flow (90.2). Areas of concern include revenue growth (36.7), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), ESAB Corp reports quarterly revenue of $807.6M, net income of $32.4M, an operating margin of 9.8%. Top institutional holders of ESAB by reported 13-F value include PRICE T ROWE ASSOCIATES, T. Rowe Price Investment Management, BlackRock, 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 48 and 66 since 2023, currently 51.3 — a stable long-term trajectory across 60 quarterly and live scoring snapshots.
Revenue
Q2 2026
$807.6M
Net Income
Q2 2026
$32.4M
Free Cash Flow
Q2 2026
$15.7M
Operating Margin
Q2 2026
9.8%
ROIC
Q2 2026
6.4%
D/E Ratio
Q2 2026
0.94
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+3.7% YoYNet Income
-14.4% YoYOperating Income
-7.9% YoYEPS (Diluted)
-14.8% YoYTotal Assets
+18.1% YoYTotal Debt
+14.8% YoYOp. Cash Flow
-26.7% YoYFree Cash Flow
-29.8% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $2.84B +3.7% | $2.74B -1.2% | $2.77B +7.0% | $2.59B +6.8% | $2.43B +24.5% | $1.95B |
| Net Income | $226.8M -14.4% | $264.8M +29.0% | $205.3M -8.3% | $223.7M -4.8% | $235.1M +49.4% | $157.4M |
| Operating Income | $412.2M -7.9% | $447.4M +10.7% | $404.2M +22.8% | $329.1M +7.5% | $306.2M +51.5% | $202.1M |
| EPS (Diluted) | $3.67 -14.8% | $4.31 +28.3% | $3.36 -8.9% | $3.69 -5.9% | $3.92 +49.6% | $2.62 |
| Total Assets | $4.77B +18.1% | $4.03B +5.4% | $3.83B +2.0% | $3.75B +8.5% | $3.46B | — |
| Total Debt | $1.23B +14.8% | $1.08B +5.7% | $1.02B -16.5% | $1.22B | $0.00 | — |
| Operating Cash Flow | $260.6M -26.7% | $355.4M +7.5% | $330.5M +54.2% | $214.4M -14.5% | $250.7M -18.9% | $309.2M |
| Free Cash Flow | $213.3M -29.8% | $303.6M +7.5% | $282.3M +62.1% | $174.1M -19.1% | $215.2M -20.0% | $269.0M |
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Available Research
13F Pro tracks comprehensive data for ESAB Corp including:
Top Institutional Holders of ESAB
PRICE T ROWE ASSOCIATES INC /MD/
$801.5M8,126,296 shT. Rowe Price Investment Management, Inc.
$751.8M7,622,001 shBlackRock, Inc.
$524.5M5,318,185 shInvesco Ltd.
$273.3M2,770,472 shVANGUARD CAPITAL MANAGEMENT LLC
$257.4M2,609,497 shVANGUARD PORTFOLIO MANAGEMENT LLC
$244.1M2,475,282 shFIL Ltd
$231.0M2,341,633 shCapital Research Global Investors
$183.7M1,862,770 shSTATE STREET CORP
$179.8M1,823,249 shNeuberger Berman Group LLC
$151.9M1,540,251 sh
| Fund | Value | Shares |
|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | $801.5M | 8,126,296 |
| T. Rowe Price Investment Management, Inc. | $751.8M | 7,622,001 |
| BlackRock, Inc. | $524.5M | 5,318,185 |
| Invesco Ltd. | $273.3M | 2,770,472 |
| VANGUARD CAPITAL MANAGEMENT LLC | $257.4M | 2,609,497 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $244.1M | 2,475,282 |
| FIL Ltd | $231.0M | 2,341,633 |
| Capital Research Global Investors | $183.7M | 1,862,770 |
| STATE STREET CORP | $179.8M | 1,823,249 |
| Neuberger Berman Group LLC | $151.9M | 1,540,251 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
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. ESAB is classified as a mid company.
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.