ESAB Corporation
ESAB
Jodie situation report
ESAB Corporation's current read is isolated; its market group is not confirming.
The latest filing evidence is available. 0 of 16 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
- Revenue increased 12.9% versus the comparable filing period.
- Operating margin fell 5.5 percentage points.
- Monitor reported changes in freight and material costs attributed to oil price increases tied to the war in Iran and any quantified impact on gross margin.
- Monitor tariff-related price pass-through disclosures and any quantified attribution of margin dilution or sales volume impact to tariffs in the Americas.
Invalidation: The isolated read changes if ESAB's group or a disclosed connection begins moving with it.
Who this business touches
The relationships behind ESAB
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
ITWIllinois Tool Works Inc.competitorFeb 20, 2026 ▾
“The markets that we compete in are also served by Lincoln Electric and the welding business within Illinois Tool Works.”
LECOLincoln Electric Holdings, Inc.competitorFeb 20, 2026 ▾
“The markets that we compete in are also served by Lincoln Electric and the welding business within Illinois Tool Works.”
Depended on by
ENOVEnovis CorporationpartnerFeb 26, 2026 ▾
“The Company sold its air & gas handling business in 2019 and completed the separation of its fabrication technology business into a into an independent, publicly traded company (ESAB) in 2022 (the “Separation”).”
Filing peers
No filing peers are available for this name yet.
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What is moving around it
Live connections
ESAB is currently a Early Follower in the organic co-movement group Specialty Chemicals & Packaging. 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.
This group is retained as the last observed read for ESAB; it is not active in the latest market snapshot.