Follow The Filings

ESAB

Industrials, filed as ESAB CORPORATION (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

  • 1 Owner
  • Max 0.0%
  • $5.1M
  • 1 new 1 exit

In 2026 Q2 First Eagle Investment Management opened a position in ESAB, while Henry Ellenbogen sold out.

Who owns this now

Largest portfolio weights among holders, up to 0.0% (First Eagle Investment Management). Not free-float ownership.

  1. First Eagle Investment Manage... New 0.01%

Who owns ESAB

Sorted by value, long equity only, as of 2026 Q2.

History
First Eagle Investment Management 0.01% New 0.01% 51,418 $5.1M History
Henry Ellenbogen, Durable Capital Partners exited 2026 Q2 Last 2026 Q1 0.03% Exit −0.03% 34,315 $3.3M History

1 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by ESAB's executives, directors and 10% owners in the last 12 months, from their Form 4s

All ESAB insider trades
  • None no insider bought on the open market
  • $414K sold by 2 insiders outside a trading plan
  • $8.4M sold by 3 insiders under 10b5-1 plans
  1. Rhonda L Jordan Director
    Sale
    $95K 1,000 shares at $95.00 100% of stake
    Traded Aug 7 Filed Aug 10
    ↗
  2. Michele Campion Chief Human Resources Officer
    Planned sale
    $625K 5,096 shares at $122.63 31% of stake
    Traded Feb 27 Filed Mar 2
    ↗
  3. Shyam Kambeyanda CEO
    Planned sale
    $7.4M 59,404 shares at $123.79 37% of stake
    Traded Feb 23 Filed Feb 25
    ↗
  4. Kevin J Johnson CFO
    Planned sale
    $470K 3,494 shares at $134.62 12% of stake
    Traded Feb 6 Filed Feb 9
    ↗
  5. Rajiv Vinnakota Director
    Sale
    $319K 2,783 shares at $114.50 24% of stake
    Traded Nov 11, 2025 Filed Nov 13, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 35 option exercises, 33 share withholdings for taxes, 10 stock grants, 3 gifts, and 2 other transactions.

Congress

1 member of Congress traded ESAB in the last three years: 3 buys and 0 sales.

All Congress trades
  1. Thomas H. Kean, Jr. R-NJ-7 Buy $1K–$15K Jul 7 filed Aug 18
  2. Thomas H. Kean, Jr. R-NJ-7 Buy $1K–$15K Jun 24 filed Jul 15
  3. Thomas H. Kean, Jr. R-NJ-7 Buy $1K–$15K Jun 22 filed Jul 15

SEC filings

Recent issuer filings from EDGAR, 11 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K/A 9.01 Filing Doc
SCHEDULE 13G — Filing Doc
424B7 PROSPECTUS SUPPLEMENT Filing Doc
8-K 5.02,9.01 Filing Doc
SCHEDULE 13D/A — Filing Doc
8-K 2.01,3.02,3.03,5.03,7.01,8.01,9.01 Filing Doc
8-K 5.07 Filing Doc

Source: SEC EDGAR submissions, updated 6 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.77B $2.74B $2.84B
Gross profit $1.02B $1.04B $1.05B
Gross margin * 36.6% 37.9% 36.9%
Net income $205.28M $264.84M $226.77M
Net margin * 7.4% 9.7% 8.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $0.998B $1.15B $1.26B
Total non-current assets * $2.83B $2.89B $3.5B
Total assets $3.83B $4.03B $4.77B
Total current liabilities $620.08M $632.05M $664.79M
Total non-current liabilities * $1.56B $1.59B $1.89B
Total equity $1.61B $1.77B $2.17B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $330.49M $355.4M $260.57M
Cash from investing -$62.24M -$205.7M -$479.88M
Cash from financing -$219.72M $31.67M $113.7M
Net change in cash $29.98M $147.36M -$63.5M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.