Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$5.3B
62M shares
52-week range
$82.19 – $137.42
5% from low
Sector
GENERAL INDUSTRIAL MACHINERY & EQUIPMENT, NEC
Exchange
NYSE
CS
ESAB, spun off from Colfax in 2022, is a leading manufacturer of equipment and consumables used in welding, cutting, and joining applications. Alongside competitors Lincoln Electric and ITW's Miller brand, ESAB is one of the top three players in the welding space. ESAB generated roughly $2.8 billion in revenue in 2025.
www.esabcorporation.comNo one on the platform currently holds ESAB.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 131,087 | $12.7M |
| Bridgewater Associatesas of 2025-12-31 | 22,981 | $2.6M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-07-02 | $0.1200 | 2026-07-17 |
| 2026-04-02 | $0.1000 | 2026-04-17 |
| 2025-12-31 | $0.1000 | 2026-01-16 |
| 2025-10-03 | $0.1000 | 2025-10-17 |
| 2025-07-03 | $0.1000 | 2025-07-18 |
| 2025-04-04 | $0.0800 | 2025-04-17 |
| 2024-12-31 | $0.0800 | 2025-01-17 |
| 2024-09-27 | $0.0800 | 2024-10-11 |
| 2024-06-28 | $0.0800 | 2024-07-12 |
| 2024-03-27 | $0.0600 | 2024-04-12 |
No one on the platform has traded ESAB yet.
| 2023-12-28 | $0.0600 | 2024-01-12 |
| 2023-09-28 | $0.0600 | 2023-10-13 |
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
https://www.marketbeat.com/earnings/reports/2026-8-6-esab-co-stock/ $ESAB ESAB Earnings Transcript
View on StockTwits ↗$ESAB Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.50 down -54.55% YoY • Reported revenue of $807.63M up 12.86% YoY
View on StockTwits ↗Another insider-style rotation is catching attention Capital appears to be shifting from mega-cap software toward energy + robotics themes. Rep. Thomas Kean Jr. reportedly added up to $45,000 across: $ESAB -Global leader in connected fabrication technology, automation, robotics, and specialty gas solutions. $EQT -The largest natural gas producer in the U.S. Interesting detail: both names are still trading roughly 30% below their yearly highs, leaving potential room if the rotation continues. Meanwhile, positions reduced: $MSFT $GOOGL The market is constantly searching for the next leadership group. Are energy and robotics becoming the next rotation targets?
View on StockTwits ↗https://marketbeat.com/a/8645352/ $ESAB ESAB Q1 Earnings Call Highlights
View on StockTwits ↗$ESAB Share Price: $105.57 Contract Selected: Oct 16, 2026 $105 Calls Buy Zone: $9.78 – $12.08 Target Zone: $17.69 – $21.62 Potential Upside: 71% ROI Time to Expiration: 177 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗$ESAB Some timely exits this year in dog stocks that gave me a couple days to escape green
View on StockTwits ↗$ESAB issued $1 billion in notes — stock down 5.24% post-announcement. Filing states "Date of Report" is March 26, 2026, a future date. The market reacts to the discrepancy, signaling concern over the timeline.
View on StockTwits ↗$ESAB 2/23 Buy Stifel raises target price to $158 from $144
View on StockTwits ↗$ESAB Share Price: $132.19 Contract Selected: Jul 17, 2026 $125 Calls Buy Zone: $11.73 – $14.49 Target Zone: $20.99 – $25.65 Potential Upside: 69% ROI Time to Expiration: 157 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗$ESAB Figures that I'm back to breakeven on this as the rest of the market gets nuked 😅 Problem children rising to the occasion. See $HON as well, frustrating for such a long time and now it's an oasis of calm compared to my tech/growth holdings.
View on StockTwits ↗$ESAB is a welding and cutting equipment spin-off from $ENS; it is a market leader with steady growth tied to industrial fabrication and infrastructure.
View on StockTwits ↗$ESAB , a welding and fabrication company, will buy inspection tech firm Eddyfi Technologies for $1.45B. The deal expands ESAB’s market by $5B, adds fast-growing sectors like aerospace and energy, and should save $20M a year. Closing mid-2026.
View on StockTwits ↗today 1/2 I discovered a 12/15/25 stifel document highlighting various $XLI recc; 3 of these were on stifels focus buy list they are: $ESAB $CPS $TDY tdy is up today; placed a limit order to buy just 6 at 512.00 as of 11:19 am est it is at 517.1 + 6 dollars and 98 cents for the day or, 1.3%
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $3.0B | +12.1% | $5.69 | $5.55–$5.85 | 15.0× | 7 |
| 2027 | $3.3B | +7.5% | $6.52 | $6.11–$7.38 | 13.0× | 7 |
| 2028 | $3.5B | +7.1% | $7.59 | $7.22–$7.85 | 11.2× | 1 |
| 2029 | $3.6B | +4.3% | $8.89 | $8.46–$9.19 | 9.6× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
| $13.5B |
| — |
| RRyder System, Inc. | $263.17 | +0.08% | $10.1B | — |
| RYAAYRyanair Holdings plc | $59.17 | -0.32% | $30.7B | — |
Source: Financial Modeling Prep · peers by sector/industry