ESAB Corporation
In the published model solve dated 2026-Q2, anchored at $76.43, ESAB Corporation (ESAB) is priced for +10.2% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Two thirds of revenue is Consumables, the filler metals and gases that get burned through on a job and reordered, which makes this less an equipment manufacturer than a supplier of things customers cannot stop buying. • The company bought Eddyfi Holding on June 1, 2026 for 1.45 billion dollars in cash, funded with new senior notes, a mandatory convertible preferred issue and fresh common stock, on a balance sheet that already carried borrowings of about 2.5 times operating profit [Source: ESAB
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334 institutional managers reported holding ESAB in 13F filings for the quarter ended 2026-03-31. Together they hold about 93% of the company; the top 10 hold 56%. 46 opened new positions that quarter. Held by T. Rowe Price, Vanguard Group, BlackRock, among others. On the short side, 3.6M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (4.7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ESAB's share count grew 1.2% over the past five years. It pays a dividend, and has paid one every year in our records (4 and counting), raised 3 years straight; the current rate is $0.38 a share annually. Cash returned over the past three years: $52.28M in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at ESAB over the trailing three years: 2025: 1 buy totaling $5k. 15 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ESAB's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-02 | +4.4% | -4.1% |
| 2023-11-02 | +14.3% | +16.2% |
| 2024-03-01 | +2.0% | +6.0% |
| 2024-05-02 | -2.3% | -9.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ESAB's latest 8-K filings: 2026-08-06 (items 2.02, 9.01); 2026-06-12 (items 5.02, 9.01); 2026-06-02 (items 2.01, 3.02, 3.03, 5.03, 7.01, 8.01, 9.01); 2026-05-12 (items 5.07); 2026-05-07 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.