🟢 ESAB is trading 6.22% up today after revenue beat and raised guidance

ESAB is trading 6.22% up at $98.22 after management raised full-year revenue and EBITDA guidance following Eddyfi acquisition.

• Second-quarter revenue was $808 million, up 12.9% year over year, including 2.5% organic growth, and exceeded expectations.
• Adjusted EPS of $1.33 slightly missed consensus, while guidance fell to $5.40–$5.50 because of acquisition-related dilution.
• Earnings release and 8:00 a.m. conference call catalyzed the August 6, 2026 move; acquisition-driven growth appears to outweigh margin and EPS pressure.