ESAB Corp SEC Filings

T. Rowe Price Associates, Inc. reports owning 6,644,636 shares of ESAB Corp common stock, equal to 11.0% of the class. The filing shows the firm has sole voting power over 6,388,678 shares and sole dispositive power over 6,618,219 shares, with no shared voting or dispositive power reported.

This Schedule 13G/A disclosure indicates a significant institutional stake held in the ordinary course of business; the filing expressly states the position was not acquired to change or influence control of ESAB.

ESAB Corporation submitted a Rule 144 notice disclosing a proposed sale of 4,067 common shares through Fidelity Brokerage Services on the NYSE with an aggregate market value of $459,760.50. The filing lists 60,698,710 shares outstanding. The securities are shown as originating from an option granted on 05/13/2019, recorded as acquired and paid in cash on 08/13/2025. The document also reports a prior sale of 1,500 shares on 06/11/2025 for $189,633.60. The filer certifies they are unaware of any undisclosed material adverse information.

Melissa Cummings, a director of ESAB Corp (ESAB), filed a Form 4 reporting a transaction dated 08/11/2025 involving ESAB common stock. The form records an acquisition entry showing 49.428 shares at a price of $108.81 per share, with 49.428 shares reported as indirectly owned and the nature of indirect ownership described as "Held by son."

The filing includes an explicit disclaimer that the reporting person disclaims beneficial ownership of the shares held by her son. The form was signed by Curtis E. Jewell, Attorney-in-Fact on 08/11/2025. No derivative securities were reported.

ESAB Corporation 10-Q (Quarter ended July 4, 2025)

Net sales were $715.6 million for the quarter and $1,393.7 million for the six months ended July 4, 2025. Net income attributable to ESAB was $66.9 million for the quarter and $134.2 million for the six months; diluted net income per share was $1.09 for the quarter and $2.19 for the six months. Adjusted EBITDA was $143.5 million (quarter) and $277.4 million (six months).

• Balance sheet: Total assets $4.432 billion; cash and cash equivalents $258.2 million; long-term debt $1,058.8 million (long-term portion).
• Acquisitions: Completed Bavaria Schweisstechnik (~$68M), DeltaP (~$16M); agreements to acquire Aktiv Technologies (~$29M, closed July 9, 2025) and EWM (~$324M; projected 2025 revenue ~$141M).
• Currency and translation: Significant positive foreign currency translation recorded in AOCL driving accumulated other comprehensive loss improvement to $(549.7) million at July 4, 2025.
• Geopolitics: Russia represented ~5% of revenue and ~5% of net assets; ~$48 million of cash in Russia may be subject to withdrawal delays.
• Cash flow: Net cash provided by operating activities was $82.0 million for six months (down from $127.5 million prior year); net cash used in investing activities $98.5 million (includes acquisitions).

ESAB Corporation (ESAB) filed a Form 144 indicating that insider Olivier Biebuyck plans to sell up to 1,440 common shares. The proposed sale, to be executed through Fidelity Brokerage Services, is scheduled for 07/31/2025 on the NYSE and is valued at approximately $192,222, implying a per-share price near $133.55. ESAB has roughly 60.6 million shares outstanding, so the notice covers just 0.0024 % of the float and is unlikely to affect market liquidity.

The shares derive from an employee stock option granted 02/24/2020 and exercised on 07/31/2025 for cash. The filing also discloses that Biebuyck sold 1,417 shares on 05/12/2025 for gross proceeds of about $185,847. Combined, the recent and proposed sales total 2,857 shares (~$378 k) but still represent a de minimis ownership change.

No financial performance data or corporate events accompany the notice. Form 144 filings merely signal intent; actual sales may vary or be cancelled. While repeated insider selling can create negative sentiment, the small size relative to ESAB’s market capitalization suggests limited fundamental impact.