ESAB Corporation（ESAB）今日盘中大涨5.12%，引发市场广泛关注。
消息面上，公司公布了2026财年第二季度财报，营收创下第二季度纪录，达到8.076亿美元，同比增长12.9%。尽管GAAP净利润因并购相关费用及重组支出承压，但核心调整后摊薄每股收益为1.33美元，仅较上年同期的1.36美元小幅下降2.2%，表现相对稳健。
更令投资者振奋的是，公司大幅上调了全年业绩指引。核心销售增长预期从此前的6%至9%上调至11%至14%，核心调整后EBITDA指引也从5.75亿至5.95亿美元上调至6.15亿至6.25亿美元。此外，公司管理层表示，预计未来几个季度将逐步缓解因物流及大宗商品价格上涨带来的暂时性成本通胀压力，这也为市场注入了信心。
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