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ESAB (ESAB) - 2025 Q3 - Earnings Call Presentation
2025-10-29 12:00
Financial Performance - ESAB's Q3 2025 total sales reached $687 million, an 8% increase year-over-year[9, 27] - Core organic growth was positive at 2%[9, 28] - Adjusted EBITDA was $133 million, a 7% increase year-over-year[9, 27] - Adjusted EBITDA margin was 19.4%[9, 27] Segment Performance - Americas sales were $293 million, a 1% increase year-over-year[16, 31] - EMEA & APAC sales were $395 million, a 14% increase year-over-year[19, 34] Acquisition and Strategy - The EWM acquisition contributed 2 percentage points to growth and $1 million to adjusted EBITDA[30] - Net leverage stands at 2.1x following the EWM acquisition[44] Outlook - The company raised its full-year 2025 sales guidance to $2.71-$2.73 billion[45, 53] - Core organic growth guidance was updated to approximately 1%[45, 53] - Adjusted EBITDA guidance was increased to $535-$540 million[45, 53]