Nama Insights

ESAB (ESAB)

Industrials · Metal Fabrication · NYSE

ESAB (ESAB) is a Industrials company in the Metal Fabrication industry. It has a market capitalization of $5.15B, a trailing price-to-earnings ratio of 15.7 and a free-cash-flow yield of 4.2%. Over the most recent reported fiscal year, revenue grew 3.7% and free cash flow per share fell 30.1%. Nama's AI scorecard rates it Hold, 5.0 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Hold · 5.0/10
The sections balance. As of Nov 7, 2026.
Momentum
Trailing · -40.1% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-39.7%
How far the last close sits under the highest price of the past five years.
Market cap$5.15B
Trailing P/E15.7
Price / book2.0
Price / sales1.7
FCF yield4.2%
Dividend yield0.6%
Gross margin37.0%
Operating margin13.8%
Net margin5.8%
Revenue growth (YoY)+3.7%
Revenue growth (3-yr annual)+3.1%
EPS growth (YoY)+4.5%
FCF/share growth (YoY)-30.1%
Beta1.1
ExchangeNYSE
SectorIndustrials
IndustryMetal Fabrication

ESAB earnings

Next report: Feb 18, 2027 (Q4 2026, EPS estimate $1.42). Beat the EPS estimate in 1 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 4, 2026 $1.30 $1.33 -2.3% $824.52M
Q2 2026 Aug 6, 2026 $1.33 $1.38 -3.6% $807.63M
Q1 2026 May 7, 2026 $1.31 $1.34 -2.2% $745.60M
Q4 2025 Feb 20, 2026 $1.35 $1.34 +0.8% $720.99M

ESAB analyst price target

Median target $121.00 from 11 analysts, ranging $95.00 – $133.00.

Metal Fabrication peers

TickerCompanyMarket capP/E
ATI ATI $23.88B 38.0
CRS Carpenter Technology $13.79B 24.0
MLI Mueller Industries $11.54B 14.1
CMC Commercial Metals $6.87B 9.1
GPGI GPGI $4.12B 18.2
WOR Worthington Enterprises $2.98B 17.7
PRLB Proto Labs $1.57B 29.7
RYZ Ryerson $1.43B 65.7
Explore live ESAB data on Nama Insights →

Recent Congressional trades

ESAB trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Thomas H. Kean House Buy $1,001 - $15,000 Oct 30, 2026
Thomas H. Kean House Buy $1,001 - $15,000 Aug 18, 2026
Thomas H. Kean House Buy $1,001 - $15,000 Jul 15, 2026
Thomas H. Kean House Buy $1,001 - $15,000 Jul 15, 2026

ESAB FAQ

Is ESAB a buy?
Nama's AI scorecard currently rates ESAB Hold (5.0 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is ESAB's P/E ratio?
ESAB trades at a trailing price-to-earnings ratio of 15.7.
When does ESAB report earnings?
ESAB's next scheduled report is on Feb 18, 2027. Analysts expect EPS of $1.42.
What is the ESAB price target?
The median analyst price target from 11 analysts is $121.00, with a range of $95.00 – $133.00.
Is ESAB Shariah compliant?
Nama's AAOIFI-style screen reads ESAB as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does ESAB pay a dividend?
Yes — ESAB's dividend yield is 0.6%.