ESAB Q3 sales rise 13.3% to record $825 million, but 2026 profit outlook is cut
ESAB reported record third-quarter 2026 net sales of $825 million, up 13.3%, with core organic sales up 2.3%. Diluted GAAP earnings from continuing operations fell to $0.61 per share from $1.04 a year earlier, and the company lowered its full-year 2026 core adjusted EBITDA forecast to $603 million to $607 million from $615 million to $625 million, for shareholders a clear reduction in expected profit.
Key points
- Third-quarter net sales were $824.5 million, up from $727.8 million; core organic sales growth was 2.3%.
- Third-quarter net income from continuing operations attributable to ESAB was $41 million, or $0.61 per diluted share, versus $1.04 a year earlier.
- Third-quarter core adjusted EBITDA was $156 million, up 17.0%, with a 19.8% margin.
- Full-year 2026 core adjusted EPS outlook was lowered to $5.28 to $5.33 from $5.40 to $5.50; core organic sales growth outlook was cut to 1.6% to 2.0% from 2.0% to 4.0%.
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 7, 2026, 11:17 PM ET, from the text of the filing and its press-release exhibits only.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.