--- title: "Esab | 8-K: FY2026 Q1 Revenue: USD 745.6 M" type: "News" locale: "en" url: "https://longbridge.com/en/news/285530413.md" datetime: "2026-05-07T10:33:30.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/285530413.md) - [en](https://longbridge.com/en/news/285530413.md) - [zh-HK](https://longbridge.com/zh-HK/news/285530413.md) --- # Esab | 8-K: FY2026 Q1 Revenue: USD 745.6 M Revenue: As of FY2026 Q1, the actual value is USD 745.6 M. EPS: As of FY2026 Q1, the actual value is USD 0.78, missing the estimate of USD 1.2369. EBIT: As of FY2026 Q1, the actual value is USD 90.48 M. ### First Quarter 2026 Financial Highlights ESAB Corporation reported record first quarter sales of $746 million, marking a 10% increase on a reported basis, though core organic sales decreased by 1% compared to the prior year . Net income from continuing operations attributable to ESAB was $50 million, with core adjusted net income reaching $80 million, representing a 5% year-over-year increase . Core adjusted EBITDA was $136 million, up 6%, but the core adjusted EBITDA margin decreased by 80 basis points year-over-year to 19.0% . #### Consolidated Statements of Operations (Three Months Ended April 3, 2026 vs. April 4, 2025) - **Net sales**: $745,597 thousand for April 3, 2026, compared to $678,138 thousand for April 4, 2025 . - **Cost of sales**: $470,485 thousand for April 3, 2026, compared to $422,936 thousand for April 4, 2025 . - **Gross profit**: $275,112 thousand for April 3, 2026, compared to $255,202 thousand for April 4, 2025 . - **Selling, general and administrative expense**: $174,472 thousand for April 3, 2026, compared to $140,858 thousand for April 4, 2025 . - **Restructuring and other related charges**: $10,161 thousand for April 3, 2026, compared to $4,499 thousand for April 4, 2025 . - **Operating income**: $90,479 thousand for April 3, 2026, compared to $109,845 thousand for April 4, 2025 . - **Interest expense and other, net**: $25,577 thousand for April 3, 2026, compared to $16,782 thousand for April 4, 2025 . - **Income from continuing operations before income taxes**: $64,902 thousand for April 3, 2026, compared to $93,063 thousand for April 4, 2025 . - **Income tax expense**: $13,111 thousand for April 3, 2026, compared to $20,499 thousand for April 4, 2025 . - **Net income from continuing operations**: $51,791 thousand for April 3, 2026, compared to $72,564 thousand for April 4, 2025 . - **Loss from discontinued operations, net of taxes**: -$2,554 thousand for April 3, 2026, compared to -$2,732 thousand for April 4, 2025 . - **Net income**: $49,237 thousand for April 3, 2026, compared to $69,832 thousand for April 4, 2025 . - **Income attributable to noncontrolling interest, net of taxes**: -$1,593 thousand for April 3, 2026, compared to -$2,469 thousand for April 4, 2025 . - **Net income attributable to ESAB Corporation**: $47,644 thousand for April 3, 2026, compared to $67,363 thousand for April 4, 2025 . #### Adjusted Net Income (Non-GAAP) (Three Months Ended April 3, 2026 vs. April 4, 2025) - **Adjusted net income from continuing operations**: $79.0 million for April 3, 2026, compared to $80.7 million for April 4, 2025 . - **Core adjusted net income from continuing operations**: $80.4 million for April 3, 2026, compared to $76.9 million for April 4, 2025 . - **Adjusted net income margin from continuing operations**: 10.6% for April 3, 2026, compared to 11.9% for April 4, 2025 . #### Adjusted EBITDA (Non-GAAP) (Three Months Ended April 3, 2026 vs. April 4, 2025) - **Adjusted EBITDA**: $136.6 million for April 3, 2026, compared to $133.9 million for April 4, 2025 . - **Core adjusted EBITDA**: $135.9 million for April 3, 2026, compared to $127.9 million for April 4, 2025 . - **Adjusted EBITDA margin**: 18.3% for April 3, 2026, compared to 19.7% for April 4, 2025 . - **Core adjusted EBITDA margin**: 19.0% for April 3, 2026, compared to 19.8% for April 4, 2025 . #### Sales Growth (Three Months Ended April 3, 2026 vs. April 4, 2025) - **Total ESAB Sales Growth**: Total sales growth was 9.9%, comprising organic sales growth of -1.9%, acquisitions contributing 6.3%, and foreign currency translation impacting by 5.5% . - **Americas Sales Growth**: Total sales growth was 2.7%, with organic sales growth of -0.7%, no acquisition impact, and foreign currency translation contributing 3.5% . - **EMEA & APAC Sales Growth**: Total sales growth was 15.0%, with organic sales growth of -2.7%, acquisitions contributing 10.8%, and foreign currency translation contributing 6.9% . #### Core Sales Growth (Three Months Ended April 3, 2026 vs. April 4, 2025) - **Total ESAB Core Sales Growth**: Total core sales growth was 10.5%, comprising core organic sales growth of -1.1%, acquisitions contributing 6.6%, and foreign currency translation impacting by 5.0% . - **Americas Core Sales Growth**: Total core sales growth was 2.7%, with core organic sales growth of -0.7%, no acquisition impact, and foreign currency translation contributing 3.5% . - **EMEA & APAC Core Sales Growth**: Total core sales growth was 16.4%, with core organic sales growth of -1.5%, acquisitions contributing 11.7%, and foreign currency translation contributing 6.1% . #### Cash Flow (Three Months Ended April 3, 2026 vs. April 4, 2025) - **Net cash provided by operating activities**: $46.9 million for April 3, 2026, compared to $35.4 million for April 4, 2025 . - **Purchases of property, plant and equipment**: -$13.7 million for April 3, 2026, compared to -$7.3 million for April 4, 2025 . - **Adjusted free cash flow**: $39.5 million for April 3, 2026, compared to $30.4 million for April 4, 2025 . ### Full Year 2026 Outlook ESAB Corporation reiterates its full-year 2026 outlook, projecting total core sales growth of 6.0% to 9.0%, with core organic sales growth expected to be between 2.0% and 4.0% . 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