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Últimos 20 reportes · 10-K · 10-K/A · 10-Q · 8-K · Fuente: SEC EDGAR
Accede al análisis completo con tu suscripción
SEC CIK: 0001877322
Founded in 1904, ESAB Corporation (“ESAB,” “we” or the “Company”), is a focused premier industrial compounder. ESAB provides its partners with fabrication technology advanced equipment, consumables, gas control equipment, robotics and digital solutions. The Company’s rich history of innovative products and workflow solutions and our business management system, ESAB Business Excellence (“EBXai”), enables the Company’s purpose of Shaping the world we imagine TM . We formulate, develop, manufacture and supply consumable products and equipment, including cutting, joining and welding robotics, as well as gas control equipment. Our products are marketed under several brand names, most notably ESAB, providing a wide range of products with innovative technologies to solve challenges in virtually any industry. Our sales channels include both independent distributors and direct salespeople that, depending on geography and end market, sell our products to our end users. ESAB is based in North Bethesda, Maryland and employs approximately 10,300 associates and serves customers in approximately 150 countries.
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Precio Objetivo — 12 meses
$100.00
Mínimo
+30.8%
$130.00
Mediana
+70.1%
$131.18
Promedio
+71.6%
$154.00
Máximo
+101.5%
Precio actual · USD
$76.43
P/E LTM
27.79
Precio / EPS LTM diluido
Inventory Turnover
3.25x
ROIC (NOPAT / IC)
5.8%
NOPAT / (Equity + Debt)
ROE (avg equity)
7.3%
Benef. neto / Patrimonio
Operating Margin
12.1%
Op. income / Ingresos
Margen Neto
5.8%
Benef. neto / Ingresos
FCF Margin
6.5%
FCF / Ingresos
Debt / Equity Ratio
0.94x
Deuda total / Patrimonio
| Métrica | LTM jul 26 | 2025 | 2024 | 2023 | 🔒Premium | 🔒Premium | 🔒Premium |
|---|---|---|---|---|---|---|---|
| INGRESOS Y MÁRGENES | |||||||
| Ingresos Totales | 3.002B | 2.843B | 2.741B | 2.775B | 🔒 | 🔒 | 🔒 |
| Cost of Revenue | 1.893B | 1.794B | 1.703B | 1.759B | 🔒 | 🔒 | 🔒 |
| Gross Profit | 1.109B | 1.048B | 1.037B | 1.016B | 🔒 | 🔒 | 🔒 |
| Gross Margin | 37.0% | 36.9% | 37.9% | 36.6% | 🔒 | 🔒 | 🔒 |
| OPERACIÓN | |||||||
| DD&A (Deprec. y Amort.) | 98.995M | 84.105M | 66.790M | 75.034M | 🔒 | 🔒 | 🔒 |
| DD&A / Revenue | 3.3% | 3.0% | 2.4% | 2.7% | 🔒 | 🔒 | 🔒 |
| SG&A | 696.636M | 608.416M | 579.778M | ||||
| RESULTADO NETO | |||||||
| Pretax Income | 260.106M | 328.260M | 370.405M | 319.092M | 🔒 | 🔒 | 🔒 |
| Tax Expense | 55.187M | 69.157M | 77.348M | 95.727M | 🔒 | 🔒 | 🔒 |
| Beneficio Neto | 172.518M | 226.766M | 264.842M | ||||
| INVENTARIO Y ACTIVOS | |||||||
| Inventario Neto | 581.541M | 481.765M | 403.711M | 392.858M | 🔒 | 🔒 | 🔒 |
| Inventory Turnover (COGS/Inv) | 3.3x | 3.7x | 4.2x | 4.5x | 🔒 | 🔒 | 🔒 |
| Property, Plant & Equipment | 389.848M | 381.876M | |||||
| CAPITAL Y DEUDA | |||||||
| Deuda Total | 2.397B | 1.235B | 1.076B | 1.018B | 🔒 | 🔒 | 🔒 |
| Net Debt | 2.180B | 1.049B | 826.381M | 916.054M | 🔒 | 🔒 | 🔒 |
| Patrimonio Neto | 2.539B | 2.166B | 1.769B | ||||
| FLUJO DE CAJA Y CAPEX | |||||||
| Cash Flow Operativo (CFO) | 258.868M | 260.567M | 355.399M | 330.494M | 🔒 | 🔒 | 🔒 |
| Capex | 62.261M | 47.287M | 51.779M | 48.178M | 🔒 | 🔒 | 🔒 |
| Free Cash Flow (FCF) | 196.607M | 213.280M | 303.620M | ||||
| RATIOS | |||||||
| Inventory Turnover | 3.25x | 3.72x | 4.22x | 4.48x | 🔒 | 🔒 | 🔒 |
| ROIC (NOPAT / IC) | 5.8% | 10.4% | 12.9% | 10.9% | 🔒 | 🔒 | 🔒 |
| ROE (avg equity) | 7.3% | 11.5% | 15.7% | ||||
Cifras en miles de millones (B) · Fuente: SEC/EDGAR
| 587.475M |
| 🔒 |
| 🔒 |
| 🔒 |
| Operating Income (EBIT) | 362.435M | 412.170M | 447.450M | 404.166M | 🔒 | 🔒 | 🔒 |
| Operating Margin | 12.1% | 14.5% | 16.3% | 14.6% | 🔒 | 🔒 | 🔒 |
| 205.285M |
| 🔒 |
| 🔒 |
| 🔒 |
| Margen Neto | 5.8% | 8.0% | 9.7% | 7.4% | 🔒 | 🔒 | 🔒 |
| EPS Diluido | 2.75 | 3.67 | 4.31 | 3.36 | 🔒 | 🔒 | 🔒 |
| EPS Básico | 2.78 | 3.71 | 4.36 | 3.39 | 🔒 | 🔒 | 🔒 |
| 298.347M |
| 294.305M |
| 🔒 |
| 🔒 |
| 🔒 |
| Cash & Equivalentes | 217.491M | 185.863M | 249.358M | 102.003M | 🔒 | 🔒 | 🔒 |
| Goodwill | 2.746B | 1.950B | 1.652B | 1.588B | 🔒 | 🔒 | 🔒 |
| Intangibles | 1.372B | 673.006M | 487.993M | 499.535M | 🔒 | 🔒 | 🔒 |
| Goodwill+Intang / Activos | 62.8% | 55.0% | 53.0% | 54.5% | 🔒 | 🔒 | 🔒 |
| Activo Total | 6.563B | 4.766B | 4.034B | 3.829B | 🔒 | 🔒 | 🔒 |
| Pasivo Total | 3.978B | 2.555B | 2.226B | 2.181B | 🔒 | 🔒 | 🔒 |
| 1.607B |
| 🔒 |
| 🔒 |
| 🔒 |
| Invested Capital | 4.936B | 3.123B | 2.735B | 2.597B | 🔒 | 🔒 | 🔒 |
| Acciones en Circulación | 62.168M | 60.721M | 60.518M | 60.296M | 🔒 | 🔒 | 🔒 |
| 282.316M |
| 🔒 |
| 🔒 |
| 🔒 |
| FCF Margin | 6.5% | 7.5% | 11.1% | 10.2% | 🔒 | 🔒 | 🔒 |
| NOPAT | 285.537M | 325.335M | 354.013M | 282.917M | 🔒 | 🔒 | 🔒 |
| Dividendos pagados | 24.385M | 21.913M | 16.992M | 13.342M | 🔒 | 🔒 | 🔒 |
| Dividendos por acción | 0.40 | 0.38 | 0.30 | 0.23 | 🔒 | 🔒 | 🔒 |
| Adquisiciones (Business) | 1.821B | 438.314M | 153.664M | 18.665M | 🔒 | 🔒 | 🔒 |
| 13.9% |
| 🔒 |
| 🔒 |
| 🔒 |
| Operating Margin | 12.1% | 14.5% | 16.3% | 14.6% | 🔒 | 🔒 | 🔒 |
| Margen Neto | 5.8% | 8.0% | 9.7% | 7.4% | 🔒 | 🔒 | 🔒 |
| FCF Margin | 6.5% | 7.5% | 11.1% | 10.2% | 🔒 | 🔒 | 🔒 |
| Debt / Equity Ratio | 0.94x | 0.57x | 0.61x | 0.63x | 🔒 | 🔒 | 🔒 |