ESAB Corp — MarketDX

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Professional Tools Stocks Post Strong Q2 Results

Professional tools and equipment stocks reported a very strong second quarter, with revenues beating analysts' consensus estimates by 1.8% and next quarter's revenue guidance coming in 14.3% above expectations. ESAB reported revenues of $807.6 million, up 12.9% year on year, exceeding expectations by 2.6%, but its stock fell 6.9% since reporting. Kennametal posted the fastest revenue growth among peers at $736.6 million, up 42.6% year on year, yet its shares dropped 14.7%. Lincoln Electric reported revenues of $1.22 billion, up 12% year on year, and its stock rose 11.2%.

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ESAB Q2 Earnings: Revenue Beats, EPS Misses, Guidance Below Estimates

ESAB reported second quarter revenue of $807.6 million, beating analyst estimates of $787.2 million and growing 12.9% year over year, while adjusted EPS of $1.33 missed expectations of $1.37. Adjusted EBITDA came in at $151.4 million versus estimates of $150.2 million, and full-year adjusted EPS guidance of $5.45 at the midpoint fell 4.4% short of analyst forecasts. CEO Shyam Kambeyanda highlighted double-digit growth in equipment and automation, especially in North America and Asia, and cited the Eddyfi acquisition as expanding inspection and monitoring capabilities. Management expects sequential organic growth improvement in the back half of the year and targeted $20 million in synergies from Eddyfi.

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ESAB Q2 2026 Earnings: Record Sales, Eddyfi Acquisition Closed

ESAB Corporation reported record second-quarter 2026 results with total core sales of $766 million, up 13% year over year, and adjusted EBITDA of $150 million, up 8%. Core organic growth was 2.5%, driven by double-digit growth in automation and equipment, while adjusted EBITDA margin declined 90 basis points to 19.5% due to transitory price/cost neutrality and targeted commercial investments. The company closed its acquisition of Eddyfi ahead of schedule, a move management called a defining step toward faster organic growth and higher margins, with Eddyfi contributing 65% gross margins and approximately 30% EBITDA margins. Full-year guidance was raised to $3 billion to $3.1 billion in core sales, adjusted EBITDA of $615 million to $625 million, and adjusted EPS of $5.40 to $5.50, incorporating seven months of Eddyfi operations. The Middle East business, representing 7% to 8% of total revenue, declined 10% to 11% due to conflict, while North America delivered double-digit organic growth led by equipment, gas equipment, and automation.

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ESAB Could Be 32% Undervalued After Earnings Miss

ESAB Corporation may be 32.2% undervalued following its latest earnings report, with a narrative fair value estimate of $135.40 compared to a last close of $91.86. The company reported second quarter and first half 2026 results that included record core sales and the early close of the Eddyfi acquisition, but a profit miss sent the one-day share price down 2.8% and the year-to-date return to negative 18.4%. The valuation gap is driven by assumptions of compounded revenue growth, higher profit margins, and a future earnings multiple below the current industry benchmark, supported by rising global infrastructure investment and energy project activity in Asia-Pacific and the Middle East. Prolonged tariff uncertainty or a weaker capital expenditure cycle could challenge the undervalued narrative.

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ESAB Corp to Trade Ex-Dividend on July 2, 2026

ESAB Corp will trade ex-dividend on July 2, 2026, for its quarterly dividend of $0.12 per share, payable on July 17, 2026. The dividend represents approximately 0.12% of the recent stock price of $97.67, with an annualized yield of about 0.49%. ESAB shares have a 52-week range of $82.185 to $137.42 and last traded at $98.43, down about 1% on Wednesday.

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Esab shares jump 7.1% after completing Eddyfi Technologies acquisition

Esab shares ended the last trading session 7.1% higher at $106.2 on impressive volume. The maker of welding and cutting equipment recently completed the acquisition of Eddyfi Technologies, integrating its instrumentation and monitoring technology into Esab's workflow solutions. The company is expected to post quarterly earnings of $1.45 per share, a 6.6% year-over-year increase, on revenues of $732.34 million, up 7.9% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised marginally lower over the last 30 days, and the stock currently carries a Zacks Rank of 3, or Hold.

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