ESAB Corporation reported fourth‑quarter 2025 results on February 20, 2026, with total revenue of $721 million and adjusted revenue of $687.6 million, a 7.5‑7.6% year‑over‑year increase from the $671 million reported in Q4 2024. The growth was driven largely by acquisitions completed in the prior year—EWM, SUMIG, and the Bavaria agreement—which added new product lines and geographic reach, while organic demand in core welding and gas‑control markets remained steady.
The company’s earnings per share rose to $1.35, beating the consensus estimate of $1.34 by $0.01, a 0.75% beat. The modest surprise reflects disciplined cost management and a favorable mix shift toward higher‑margin segments, offsetting the impact of currency fluctuations and modest price pressure in legacy markets. Core adjusted net income per diluted share increased from $1.28 in Q4 2024, a 5.5% year‑over‑year gain, underscoring the contribution of the acquisition strategy to profitability.
ESAB maintained its full‑year 2025 EPS guidance at $5.25–$5.27, unchanged from the February 2 update, and reiterated a 2026 core adjusted EPS outlook of $5.70–$5.90. The guidance stability signals management’s confidence in sustaining revenue momentum and margin expansion, while acknowledging ongoing market headwinds such as raw‑material cost volatility and competitive pricing in the Americas segment.
Analysts noted the EPS beat and the company’s ability to keep guidance unchanged, interpreting it as evidence of strong execution and effective risk management. The guidance range aligns with the company’s historical performance and reflects expectations of continued growth in EMEA and APAC regions, where demand for welding and cutting solutions remains robust.
Overall, ESAB’s Q4 2025 results demonstrate that its acquisition‑driven growth strategy is translating into higher revenue and earnings, while disciplined cost control preserves profitability. The company’s guidance indicates a positive outlook for the remainder of 2025 and the first half of 2026, suggesting that investors can expect continued execution of its expansion plans.
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