
What smart money is saying about ESAB Corp.
2 funds in our archive have pitched ESAB Corp. — most recently Cooke & Bieler All Cap Value Equity in June 2026.
ESAB Corporation specializes in the creation, production, and distribution of industrial consumables and advanced equipment for cutting, joining, and automated welding processes, in addition to gas control systems. Their extensive catalog features welding consumables like electrodes, cored and solid wires, and fluxes, crafted from various specialty materials. They also supply cutting consumables such as electrodes, nozzles, shields, and tips. ESAB's fabrication technology portfolio encompasses everything from compact, portable welding machines to complex, custom-engineered automated cutting and welding solutions. Furthermore, the company provides innovative digital software and solutions aimed at enhancing customer productivity, facilitating remote oversight of welding operations, and streamlining documentation. Marketed under the ESAB brand, these offerings cater to a wide array of sectors, including general manufacturing, construction, infrastructure development, transportation, conventional and renewable energy, and even the medical and life sciences industries. Distribution occurs via a network of independent partners and a dedicated direct sales team. Founded in 2021, ESAB Corporation maintains its headquarters in Wilmington, Delaware.
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Fund coverage · 2 theses
- Cooke & Bieler All Cap Value EquityJune 2026
ESAB Corp. is a focused industrial compounder with international leadership, North American share gains, and margin-driven compounding potential.
Read the full thesis - Royce InvestDecember 2024
ESAB Corporation is a global leader in welding technology experiencing strong growth and transformation in a favorable market.
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