ESAB (ESAB)

Agridzaar Limited • Airgare Limited • Canadian Cylinder Company Ltd. • CAST Limited • CAST Resources Limited • Central Mining Finance Limited • Charter Central Finance Limited • Charter Central Services Limited • Charter Consolidated Holdings Limited • Charter Consolidated Limited ...

IRS number

870923837

ESAB stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$130.33

Low target

$120.00

High target

$160.00

Latest filings (excl ownership)

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29 Oct 24

ESAB Corporation Announces Third Quarter 2024 Results

29 Oct 24

Conflict minerals disclosure

1 May 24

ESAB Corporation Announces First Quarter 2024 Results

1 May 24

8-K

Entry into a Material Definitive Agreement

9 Apr 24

ARS

2023 FY

Annual report to shareholders

29 Mar 24

DEFA14A

Additional proxy soliciting materials

29 Mar 24

ESAB Corporation Announces Offering of Senior Notes

26 Mar 24

Transcripts

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ESAB

Earnings call transcript

2024 Q3

29 Oct 24

ESAB

Earnings call transcript

2024 Q2

2 Aug 24

ESAB

Earnings call transcript

2024 Q1

1 May 24

ESAB

Earnings call transcript

2023 Q4

29 Feb 24

ESAB

Earnings call transcript

2023 Q3

1 Nov 23

ESAB

Earnings call transcript

2023 Q2

1 Aug 23

ESAB

Earnings call transcript

2023 Q2

1 Aug 23

ESAB

Earnings call transcript

2023 Q1

2 May 23

ESAB

Earnings call transcript

2022 Q4

7 Mar 23

ESAB

Earnings call transcript

2022 Q3

3 Nov 22

Latest ownership filings

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Renato Negro

26 Nov 24

SC 13G/A

T. Rowe Price Investment Management, Inc.

14 Nov 24

SC 13G/A

PRICE T ROWE ASSOCIATES INC /MD/

Notice of proposed sale of securities

Notice of proposed sale of securities

29 Oct 24

Financial summary

Financial statements Chart ESAB financial data

Quarter (USD)	Sep 24	Mar 24	Dec 23	Sep 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 23	Dec 22
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	253.67 mm	253.67 mm	253.67 mm	253.67 mm	253.67 mm	253.67 mm
Cash burn (monthly)	(no burn)	(no burn)	(no burn)	(no burn)	1.20 mm	(no burn)
Cash used (since last report)	n/a	n/a	n/a	n/a	3.47 mm	n/a
Cash remaining	n/a	n/a	n/a	n/a	250.20 mm	n/a
Runway (months of cash)	n/a	n/a	n/a	n/a	208.5	n/a

Beta Read what these cash burn values mean

Financial data from ESAB earnings reports.

Institutional ownership, Q2 2024

ESAB institutional ownership history Ownership history

91.8% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	315	287	+9.8%
Opened positions	72	80	-10.0%
Closed positions	44	40	+10.0%
Increased positions	88	72	+22.2%
Reduced positions	104	94	+10.6%

13F shares	Current	Prev Q	Change
Total value	3.64 tn	4.00 tn	-9.0%
Total shares	55.36 mm	52.65 mm	+5.2%
Total puts	13.20 k	8.60 k	+53.5%
Total calls	53.70 k	21.90 k	+145.2%
Total put/call ratio	0.2	0.4	-37.4%

Largest owners	Shares	Value	Change
T. Rowe Price Investment Management	9.21 mm	$869.99 mm	+5.6%
T. Rowe Price	6.85 mm	$647.00 mm	+6.7%
Vanguard	5.55 mm	$524.54 bn	-0.1%
BLK BlackRock	5.03 mm	$474.67 bn	+4.1%
FMR	2.07 mm	$195.36 bn	-2.0%
Neuberger Berman	1.85 mm	$174.39 bn	+1.3%
Dimensional Fund Advisors	1.68 mm	$158.74 bn	-6.3%
STT State Street	1.64 mm	$154.68 bn	-0.4%
JPM JPMorgan Chase & Co.	1.56 mm	$147.51 bn	+29.5%
IVZ Invesco	1.42 mm	$133.92 bn	-12.7%

Largest transactions	Shares	Bought/sold	Change
Cardinal Capital Management	128.70 k	-546.98 k	-81.0%
Charles Schwab Investment Management	509.09 k	+509.09 k	NEW
Champlain Investment Partners	810.18 k	+504.39 k	+164.9%
T. Rowe Price Investment Management	9.21 mm	+489.27 k	+5.6%
T. Rowe Price	6.85 mm	+427.50 k	+6.7%
JPM JPMorgan Chase & Co.	1.56 mm	+356.09 k	+29.5%
Voloridge Investment Management	221.71 k	+221.71 k	NEW
IVZ Invesco	1.42 mm	-206.41 k	-12.7%
BLK BlackRock	5.03 mm	+196.17 k	+4.1%
Victory Capital Management	25.88 k	-182.94 k	-87.6%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

ESAB insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
22 Nov 24	Negro Renato	Common stock, par value $0.001	Payment of exercise	Dispose F	No	No	127.54	69	8.80 k	6,158
22 Nov 24	Negro Renato	Common stock, par value $0.001	Option exercise	Acquire M	No	No	0	205	0.00	6,227
22 Nov 24	Negro Renato	RSU Common stock, par value $0.001	Option exercise	Dispose M	No	No	0	205	0.00	205
30 Oct 24	Jordan Rhonda L	Common stock, par value $.001	Sell	Dispose S	No	No	125.0297	4,254	531.88 k	0
30 Oct 24	Jordan Rhonda L	Common stock, par value $.001	Option exercise	Acquire M	No	No	40.55	4,254	172.50 k	4,254
30 Oct 24	Jordan Rhonda L	Employee Stock Option Common stock, par value $0.001	Option exercise	Dispose M	No	No	40.55	4,254	172.50 k	0
30 Oct 24	Olivier Biebuyck	Common stock, par value $0.001	Gift	Dispose G	No	No	0	850	0.00	5,991
30 Oct 24	Olivier Biebuyck	Common stock, par value $0.001	Gift	Dispose G	No	No	0	1,200	0.00	6,841
29 Oct 24	Kambeyanda Shyam	Common stock, par value $0.001	Sell	Dispose S	No	Yes	125.5433	3,650	458.23 k	53,902
29 Oct 24	Kambeyanda Shyam	Common stock, par value $0.001	Sell	Dispose S	No	Yes	124.6002	10,361	1.29 mm	57,552