I maintain a hold rating on ESAB due to balanced near-term risk/reward and persistent headwinds in the Americas, especially Mexico. While ESAB's compounder strategy and recent acquisitions support a strong long-term growth outlook, near-term uncertainty remains high. Americas segment weakness, driven by tariffs and delayed Mexican orders, overshadows positive EMEA & APAC performance and record ...
ESAB Corporation (NYSE:ESAB ) Q2 2025 Earnings Conference Call August 6, 2025 8:00 AM ET Company Participants Kevin J. Johnson - Executive VP & CFO Mark Barbalato - Vice President of Investor Relations Shyam P.
ESAB Corporation (NYSE:ESAB ) Q1 2025 Earnings Conference Call May 1, 2025 8:00 AM ET Company Participants Mark Barbalato - VP, IR Shyam Kambeyanda - President and CEO Kevin Johnson - CFO Conference Call Participants Bryan Blair - Oppenheimer Saree Boroditsky - Jefferies Mig Dobre - Baird Sherif El-Sabbahy - Bank of America Tami Zakaria - JPMorgan Nathan Jones - Stifel Neal Burk - UBS Operator ...
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