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ESAB ESAB Consumables — Net Sales

Other product segments

Equipment
$313.02M+35.0%

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Other financials

Income statement

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Revenue$807.6M+12.9%
Gross profit$307.2M+15.5%
Operating income$78.7M-27.8%
Net income$32.4M-51.6%
EPS (diluted)$0.50-54.1%

Balance sheet

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Cash & equivalents$217.5M-15.8%
Total debt$2.5B+118%
Total equity$2.5B+22.7%
Total assets$6.6B+48.1%

Cash flow

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Operating cash flow$33.4M-28.3%
CapEx$17.7M+93.3%
Free cash flow$15.7M-58.1%

Valuation

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Market cap$5.75B-13.3%
Enterprise value$8.07B+7.1%
P/E33.3×+7.5×
P/S1.9×-0.5×

Profitability

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Gross margin37%-0.8pp
Operating margin12.1%-3.9pp
Net margin5.7%-3.6pp
FCF margin6.5%-2.9pp

Returns & leverage

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Return on equity7.5%-6.1pp
Debt / equity+0.4×
Current ratio0.0×

Where this comes from

Reported directly by ESAB in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: ESAB’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 6:32 AM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001877322-26-000056
Line itemThree Months Ended / July 3, 2026Three Months Ended / July 4, 2025Six Months Ended / July 3, 2026Six Months Ended / July 4, 2025
Equipment$313,015$231,939$577,748$464,427
Consumables494,612483,647975,476929,297
$807,627$715,586$1,553,224$1,393,724

Item 1. Financial Statements

FAQ

What is ESAB's consumables — net sales?
ESAB (ESAB) reported consumables — net sales of $494.61M in Q2 2026.
How has ESAB's consumables — net sales changed year-over-year?
ESAB's consumables — net sales increased by 2.3% year-over-year, from $483.65M to $494.61M.
What is the long-term trend for ESAB's consumables — net sales?
Over 3 years (2021 to 2024), ESAB's consumables — net sales has grown at a 3.4% compound annual growth rate (CAGR), from $1.67B to $1.85B.
What does consumables — net sales mean?
Represents the total revenue generated from the sale of consumable products within the welding and cutting segment after deductions for returns, allowances, and discounts. This metric reflects the recurring demand for essential materials used in industrial joining applications, serving as a key indicator of the segment's market penetration and customer retention. It is a primary measure of the scale and performance of the company's recurring revenue business model.

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