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ESAB
ESAB (ESAB) investor relations material
ESAB M&A announcement summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.M&A announcement summary2 Feb, 2026
Deal rationale and strategic fit
Acquisition creates a leading workflow solutions provider, spanning fabrication, inspection, and monitoring, and enhances value for customers and shareholders.
Expands total addressable market by $5 billion, accelerating shift to higher-margin, less cyclical portfolio and unlocking faster growth.
Strengthens presence in high-growth sectors such as Aerospace, Defense, Nuclear, Energy, and Civil Infrastructure.
Provides a platform for further M&A in a fragmented, high-margin, lower cyclicality sector.
Strong cultural alignment and shared values expected to facilitate integration and growth.
Financial terms and conditions
Purchase price is $1.45 billion, cash-free and debt-free, funded by cash, debt, and $318 million in equity (MCPS and common equity).
Implied valuation of 14.5x 2026 EBITDA including $20 million in run-rate synergies.
Net leverage expected to be below 3.0x by year-end post-acquisition.
Transaction expected to close in mid-2026, subject to customary conditions and regulatory approvals.
Expected to be accretive to core growth and EBITDA margins in 2027 and beyond.
Synergies and expected cost savings
$20 million in annualized run-rate synergies identified from sourcing, shared services, digital integration, and operational efficiencies.
Synergies expected to build over time, leveraging business excellence systems and global scale.
Eddyfi's adjusted EBITDA expected to rise from $80 million to $100 million with synergies.
Primary sources of $20M synergies
How does Eddyfi's portfolio diversify ESAB's markets?
What is the plan to reduce post-deal leverage?
Eddyfi competitive landscape and fragmentation
How ESAB leverages customer base for Eddyfi growth
Mandatory convertible and common equity details
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Latest summaries
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- RSI
Record financial results, all motions passed, and LEAP project remains a strategic priority. - COST
January sales climbed 9.3% to $21.33B, with digital sales up 34.4%. - FR
FFO per share rose 11.7% in 2025, with robust rental growth and a higher dividend. - ALCO
Land sales and leasing drove improved profitability and strong liquidity as citrus operations ended. - PAHC
Net sales and profit surged on acquisition, with raised outlook and strong liquidity. - PTC
Q1'26 saw double-digit growth, margin gains, and major share repurchases, with a strong FY'26 outlook. - MKL
Operating income rose to $3.2B, with broad-based growth and improved insurance profitability. - UHAL
Q3 net loss of $37M on higher costs and depreciation, but self-storage revenue increased. - SITM
Acquisition accelerates growth to $1B revenue, expanding leadership in precision timing. - AFL
Q4 net earnings dropped 27.5% year-over-year, but adjusted EPS and sales in Japan and the U.S. grew.
Next ESAB earnings date
Q4 202520 Feb, 2026
ESAB
Next ESAB earnings date
Q4 202520 Feb, 2026
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Frequently asked questions
ESAB Corporation is a global company specializing in the production of welding and cutting equipment and consumables. It provides a wide range of products and solutions for industrial applications, including welding machines, gas control systems, cutting systems, and related consumables like electrodes and filler metals. The company serves industries such as manufacturing, construction, automotive, and shipbuilding, offering solutions that enable metal fabrication and processing. The company is headquartered in North Bethesda, Maryland, and its shares are listed on the NYSE.
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