ESAB Corp

ESAB: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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ESAB Earnings: Full-Year Outlook Maintained Despite Tariff Headwinds

Krzysztof Smalec

May 1, 2025

Despite a challenging macroeconomic environment, narrow-moat-rated ESAB increased its first-quarter adjusted EPS by 4% year over year to $1.25. We’ve raised our fair value estimate to $122 from $120, as our slightly more optimistic midcycle operating margin assumptions and time value of money were partially offset by our more conservative near-term volume growth projections.

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ESAB Corp

ESAB Earnings: Full-Year Outlook Maintained Despite Tariff Headwinds

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