ESAB Corporation
ESAB
Jodie read · what matters now
Revenue increased 9.9% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to ESAB, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing shows material pressure
10-Q filed 2026-05-07 against the comparable filing from 2025-05-01.
What improved
- Revenue increased 9.9% versus the comparable filing period.
- Operating cash flow covered net income at 0.98x, improving versus the comparable period.
What weakened
- Operating margin fell 4.1 percentage points.
- Net income decreased 29.3% versus the comparable filing period.
- Gross margin fell 0.7 percentage points.
Filing receipts
“The decline of gross profit margin was primarily due to the dilutive effect in the Americas segment caused by tariff-related price pass-through to customers as well as higher freight and material costs due to oil price increases from the war in Iran.”
“The decline of Core adjusted EBITDA margin was primarily due to dilution from the EWM acquisition as well as higher freight and material costs due to oil price increases from the war in Iran.”
“Adjusted EBITDA attributable to Russia decreased by $5.3 million largely due to relocating the Russia manufacturing plant from an owned property to a leased property and expenses associated with this relocation project as well as shifting of product mix from higher to lower margin products in response to shifts in demand and decreases in customer pricing while material costs continue to increase.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind ESAB
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
No filing peers are available for this name yet.
You can see the shape of the network here. Pro opens 2 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
ESAB is currently a Participant in the organic co-movement group Rental & Leasing Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.