ESAB Corporation formulates, develops, manufactures, and supplies consumable products and equipment for use in cutting, joining, and automated welding, as well …
$82.83+4.69%
报价 2026-11-06
市值
$5.15B
EV
$7.31B
PE (TTM)
34.4x
预期 PE (FY2026)
15.4x
52 周区间距高点 -38.6%
$64.51$134.82
筛选结果
pipeline · 2026-11-06Keep✗ 高增长✗ Cheap✓ GARP
GARP Pool: growth 10-30%, MC/GP <= 11
爆发潜力
2026-11-07未命中✗ 收入线✗ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22027-12 | 1.1x | 5.29 → 6.21（1.2x） | 13.3 |
| FY+32028-12 | 1.1x | 5.29 → 6.95（1.3x） | 11.9 |
毛利率 36% · TTM 收入 $3099M · 基数 EPS 5.29（调整后）
电话会信号
辅助标签Q3 20262026-11-04
需求加速下调/撤回指引
指引 下调
信心 4
分析师 3
“We expect the fourth quarter to be our strongest quarter of the year for core growth, margin, and cash flow.”
原文引用（2）
- 需求加速：we are off to a solid start in October. We sort of had orders grow mid single digits
- 下调/撤回指引：We now expect adjusted EBITDA of $603 million to $607 million This reflects the impact of continued inflationary effects
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研究结论
还没有研究记录。先生成 L2 基本面报告（约 1–3 分钟），结论会显示在这里。
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事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| ESABESAB Corporation | $5.15B | +4.7% | +13.2% | 39.3% | 34.4x | 15.4x | 28.5x | GARP |
| RYAAYRyanair Holdings plc | $30.71B | +1.3% | – | 36% | 11.5x | 6.0x | – | |
| MOG-AMoog Inc. | $10.25B | +4.9% | +6.5% | 27.3% | 36.3x | 19.6x | 94.7x | |
| RRyder System, Inc. | $10.18B | -1.4% | +7.9% | 20% | 21.4x | 4.9x | 11.2x | Cheap |
| TTCThe Toro Company | $9.92B | -0.3% | +4.5% | 33.1% | 27.7x | 15.5x | 15.1x | |
| SAIASaia, Inc. | $8.86B | -1.0% | +14.1% | 17% | 34.2x | 15.3x | 34.6x | |
| SSDSimpson Manufacturing Co., Inc. | $8.07B | -1.0% | +4.5% | 45.9% | 20.5x | 13.2x | 27.2x | |
| TFIITFI International Inc. | $7.8B | -1.8% | – | 13% | 39.4x | 12.7x | – | |
| FSSFederal Signal Corporation | $6.92B | +1.2% | +23.4% | 30.4% | 27.3x | 17.0x | 23.0x | GARP |
| 同行中位数 | – | – | +7.2% | 28.8% | 27.5x | 14.2x | 25.1x |
研究全文
L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
| Metric | 2026-10-02 Q3 2026 | 2026-07-03 Q2 2026 | 2026-04-03 Q1 2026 | 2025-12-31 Q4 2025 | 2025-10-03 Q3 2025 | 2025-07-04 Q2 2025 | 2025-04-04 Q1 2025 | 2024-12-31 Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $824.5M | $807.6M | $745.6M | $721M | $727.8M | $715.6M | $678.1M | $670.8M |
| Gross Margin | 39.3% | 38% | 36.9% | 30.5% | 37% | 37.2% | 37.6% | 38.5% |
| Operating Margin | 11.1% | 9.7% | 13.5% | 23.1% | 14.6% | 15.2% | 16.2% | 16.6% |
| Net Income | $38.9M | $32.4M | $47.6M | $37.7M | $54.8M | $66.9M | $67.4M | $53.7M |
| Diluted EPS | 0.58 | 0.5 | 0.78 | 0.55 | 0.9 | 1.09 | 1.1 | 0.88 |
| Operating Cash Flow | $72.7M | $33.4M | $46.9M | $97.1M | $81.5M | $46.6M | $35.4M | $126.9M |
研究材料
Filing 摘要
电话会纪要摘要
暂无纪要摘要。