Investment Firm Bets Big on ESAB's Welding and Cutting Technology

3 weeks ago 20

Sara Appino, The Motley Fool

Fri, February 27, 2026 astatine 10:41 AM CST 4 min read

On February 6, 2026, TimesSquare Capital Management, LLC disclosed a bargain of 262,850 shares of ESAB (NYSE:ESAB), an estimated $30.08 cardinal commercialized based connected quarterly mean pricing.

According to a filing with the Securities and Exchange Commission dated February 6, 2026, TimesSquare Capital Management, LLC accrued its presumption successful ESAB by 262,850 shares during the 4th quarter. The estimated worth of shares added was $30.08 million, calculated utilizing the mean unadjusted closing terms for the quarter. The quarter-end worth of the ESAB presumption roseate by $29.35 million, a fig reflecting some the stock summation and changes successful stock price.

The bargain lifted ESAB to 1.61% of TimesSquare Capital’s 13F assets nether absorption arsenic of December 31, 2025.
Top 5 holdings aft this filing:
- NASDAQ: FROG: $155.85 cardinal (2.3% of AUM)
- NYSE: EME: $153.34 cardinal (2.3% of AUM)
- NYSE: COR: $142.88 cardinal (2.2% of AUM)
- NASDAQ: MPWR: $127.14 cardinal (1.9% of AUM)
- NYSE: KRMN: $117.22 cardinal (1.8% of AUM)
As of February 5, 2026, ESAB shares were priced astatine $127.90, up 5.3% implicit the past twelvemonth but trailing the S&P 500 by 6.8 percent points.

Metric

Value

Price (as of marketplace adjacent 2026-02-05)	$127.90
Market capitalization	$7.76 billion
Revenue (TTM)	$2.84 billion
Net income (TTM)	$226.8 million

Offers welding consumables, cutting consumables, welding and cutting equipment, and integer solutions for concern fabrication and state control.
Generates gross done the merchantability of consumables and equipment, complemented by integer bundle and productivity solutions for concern clients.
Serves a diversified lawsuit basal crossed wide industry, construction, infrastructure, transportation, energy, renewables, and aesculapian sectors.

ESAB Corporation is simply a starring supplier of welding and cutting solutions, with a planetary footprint and a broad merchandise portfolio. The institution leverages precocious manufacturing and integer technologies to code the needs of concern and infrastructure customers. Its scale, innovation successful fabrication technology, and wide end-market vulnerability underpin its competitory positioning wrong the metallic fabrication industry.

TimesSquare Capital's determination to summation its ESAB presumption by 38% suggests increasing assurance successful concern manufacturing and infrastructure spending. The steadfast already runs a portfolio dense connected companies serving concern customers—JFrog (developer software), EMCOR (electrical construction), and Monolithic Power Systems (power semiconductors)—so doubling down connected ESAB fits its broader stake that factories, vigor projects, and operation enactment volition support humming.

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