ESAB Corporation (ESAB) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$74.13 +4.54% NYSE • Public Delayed / 60s Snapshot

ESAB Corporation (ESAB) carries a Roarable Rating of C (Hold) with 62/100 RQD Confidence. The underlying business is intact, so current owners don’t need to panic-sell—but mixed big-money flow or rich pricing means new buyers can afford to wait for either a pullback or a B-or-higher upgrade.

ROARABLE C • HOLD / WATCH Cap $4.61B
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERHOLD / WATCH • C
025507510062
JEV AI Jury Split (Battleground)
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw D+ · Rk B-
Cash (12)Whales (10)SEC (15)Macro (13)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+1.8% Base Target
$144 Bull$75 Base$59 Bear
🔴 SUNDAY NIGHT PREP • 7:00 PM ET
WHALE OPTIONS TUG-OF-WAR:65% Call Buyers ($2.9M)
35% PutsMax Pain: $73.00
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How ESAB Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$213.3M (7.5% FCF Margin)
Revenue$2.84BGross Profit $1.05B (36.9%)Cost of Sales $1.79BOp Profit $412.2M (14.5%)OpEx (R&D/SG&A) $636.2MNet Profit$226.8M (8%)Tax/Other $185.4M

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow
FY23
Rev $2.77B
FY24
Rev $2.74B
FY25
Rev $2.84B
Fiscal YearRevenueGross MarginOp MarginNet ProfitFree Cash FlowROIC %
FY 2025$2.84B36.9%14.5%$226.8M$213.3M10.1%
FY 2024$2.74B37.9%16.3%$264.8M$303.6M13.7%
FY 2023$2.77B44%14.6%$205.3M$205.6M15.9%
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Red-Light Warning Desk: How Pros Profit When Overhyped Stocks Crack (Featuring ESAB)

  • ✓Live walkthrough of ESAB's RQD Radar, SEC cash-conversion gap & downside levels
  • ✓3 asymmetric Bear/Hedge setups institutions use when 10-year yields stay elevated
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RQD INSIDER CLUB UPGRADE$49/YEAR
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ESAB // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -29.01%▼ DESCENDING CHANNEL
2026-10-30O $72.58H $73.54L $69.25C $69.76VOL 1.52M
RES: $86.54SUP: $51.73SMA50: $70.10SMA200: $93.30
$118.0$103.0$88.05$73.07$58.09RES $86.54SUP $51.73$69.762026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

ESAB Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
13.9%/yr Implied 5Y Growth

vs. +3.7% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on ESAB today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for ESAB. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for ESAB today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

ESAB Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is ESAB Corporation (ESAB)?

In FY 2025 (10-K), ESAB converted $2.8B of revenue into a 36.9% gross margin, 14.5% operating margin, and $213.3M in free cash flow (7.5% FCF margin).