ESAB Corporation Goes All-In on Smart Welding—Can It Build The Future of Industrial Automation?

ESAB Corporation’s third-quarter financial performance for 2025 showcased a return to organic growth and demonstrated resilience across its global operations. The company achieved an 8% increase in total sales to $687 million, with organic sales rising by 2% year-over-year. This growth reflects sequential improvement in the Americas and robust performance in the EMEA and APAC regions, particularly within high-growth markets. A notable highlight was the successful early completion of the EWM acquisition, which is expected to enhance ESAB’s equipment offerings and improve gross margins. EWM’s advanced welding and robotic solutions, characterized by their high gross profit margins, are anticipated to drive cross-selling opportunities and margin expansion initiatives, although integrating EWM’s SG&A structure is expected to require considerable effort.