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Side-by-side financial comparison of ESAB Corp (ESAB) and KEMPER Corp (KMPR). Click either name above to swap in a different company.
KEMPER Corp is the larger business by last-quarter revenue ($1.1B vs $727.8M, roughly 1.6× ESAB Corp). ESAB Corp runs the higher net margin — 7.5% vs -0.7%, a 8.2% gap on every dollar of revenue. On growth, ESAB Corp posted the faster year-over-year revenue change (8.5% vs -4.7%). KEMPER Corp produced more free cash flow last quarter ($166.2M vs $70.3M). Over the past eight quarters, ESAB Corp's revenue compounded faster (2.8% CAGR vs -0.5%).
ESAB, Elektriska Svetsnings-Aktiebolaget, is an American-Swedish industrial company.
Kemper Corporation is an American insurance provider with corporate headquarters located in Chicago, Illinois. With nearly $13 billion in assets, the Kemper family of companies provides insurance to individuals, families, and businesses.
ESAB vs KMPR — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $727.8M | $1.1B |
| Net Profit | $54.8M | $-8.0M |
| Gross Margin | 37.0% | — |
| Operating Margin | 14.6% | — |
| Net Margin | 7.5% | -0.7% |
| Revenue YoY | 8.5% | -4.7% |
| Net Profit YoY | 2.1% | -108.2% |
| EPS (diluted) | $0.90 | $-0.03 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $727.8M | $1.1B | ||
| Q3 25 | $715.6M | $1.2B | ||
| Q2 25 | $678.1M | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | $670.8M | $1.2B | ||
| Q3 24 | $673.3M | $1.2B | ||
| Q2 24 | $707.1M | $1.1B | ||
| Q1 24 | $689.7M | $1.1B |
| Q4 25 | $54.8M | $-8.0M | ||
| Q3 25 | $66.9M | $-21.0M | ||
| Q2 25 | $67.4M | $72.6M | ||
| Q1 25 | — | $99.7M | ||
| Q4 24 | $53.7M | $97.4M | ||
| Q3 24 | $68.2M | $73.7M | ||
| Q2 24 | $82.9M | $75.4M | ||
| Q1 24 | $60.0M | $71.3M |
| Q4 25 | 37.0% | — | ||
| Q3 25 | 37.2% | — | ||
| Q2 25 | 37.6% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 38.5% | — | ||
| Q3 24 | 37.7% | — | ||
| Q2 24 | 38.2% | — | ||
| Q1 24 | 37.0% | — |
| Q4 25 | 14.6% | — | ||
| Q3 25 | 15.2% | — | ||
| Q2 25 | 16.2% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 16.6% | — | ||
| Q3 24 | 15.7% | 11.2% | ||
| Q2 24 | 16.9% | 10.1% | ||
| Q1 24 | 16.0% | 7.6% |
| Q4 25 | 7.5% | -0.7% | ||
| Q3 25 | 9.3% | -1.7% | ||
| Q2 25 | 9.9% | 5.9% | ||
| Q1 25 | — | 8.4% | ||
| Q4 24 | 8.0% | 8.2% | ||
| Q3 24 | 10.1% | 6.3% | ||
| Q2 24 | 11.7% | 6.7% | ||
| Q1 24 | 8.7% | 6.2% |
| Q4 25 | $0.90 | $-0.03 | ||
| Q3 25 | $1.09 | $-0.34 | ||
| Q2 25 | $1.10 | $1.12 | ||
| Q1 25 | — | $1.54 | ||
| Q4 24 | $0.87 | $1.51 | ||
| Q3 24 | $1.11 | $1.14 | ||
| Q2 24 | $1.35 | $1.16 | ||
| Q1 24 | $0.98 | $1.10 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $218.2M | — |
| Total DebtLower is stronger | $1.3B | $943.5M |
| Stockholders' EquityBook value | $2.1B | $2.7B |
| Total Assets | $4.9B | $12.5B |
| Debt / EquityLower = less leverage | 0.63× | 0.35× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $218.2M | — | ||
| Q3 25 | $258.2M | $371.2M | ||
| Q2 25 | $291.3M | $407.6M | ||
| Q1 25 | — | $545.3M | ||
| Q4 24 | $249.4M | $1.0B | ||
| Q3 24 | $253.7M | $696.9M | ||
| Q2 24 | $228.5M | $539.1M | ||
| Q1 24 | $76.5M | $520.7M |
| Q4 25 | $1.3B | $943.5M | ||
| Q3 25 | $1.1B | $943.1M | ||
| Q2 25 | $1.1B | $942.6M | ||
| Q1 25 | — | $942.1M | ||
| Q4 24 | $1.1B | $1.4B | ||
| Q3 24 | $1.1B | $1.4B | ||
| Q2 24 | $1.1B | $1.4B | ||
| Q1 24 | $992.8M | $1.4B |
| Q4 25 | $2.1B | $2.7B | ||
| Q3 25 | $2.1B | $2.7B | ||
| Q2 25 | $1.9B | $370.0M | ||
| Q1 25 | — | $366.0M | ||
| Q4 24 | $1.8B | $2.8B | ||
| Q3 24 | $1.8B | $2.8B | ||
| Q2 24 | $1.7B | $358.0M | ||
| Q1 24 | $1.6B | $2.6B |
| Q4 25 | $4.9B | $12.5B | ||
| Q3 25 | $4.4B | $12.4B | ||
| Q2 25 | $4.2B | $12.6B | ||
| Q1 25 | — | $12.5B | ||
| Q4 24 | $4.0B | $12.6B | ||
| Q3 24 | $4.1B | $12.6B | ||
| Q2 24 | $4.0B | $12.6B | ||
| Q1 24 | $3.8B | $12.6B |
| Q4 25 | 0.63× | 0.35× | ||
| Q3 25 | 0.51× | 0.35× | ||
| Q2 25 | 0.55× | 2.55× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | 0.60× | 0.50× | ||
| Q3 24 | 0.59× | 0.50× | ||
| Q2 24 | 0.63× | 3.88× | ||
| Q1 24 | 0.61× | 0.54× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $81.5M | $175.0M |
| Free Cash FlowOCF − Capex | $70.3M | $166.2M |
| FCF MarginFCF / Revenue | 9.7% | 14.7% |
| Capex IntensityCapex / Revenue | 1.5% | 0.8% |
| Cash ConversionOCF / Net Profit | 1.49× | — |
| TTM Free Cash FlowTrailing 4 quarters | $238.0M | $553.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $81.5M | $175.0M | ||
| Q3 25 | $46.6M | $139.9M | ||
| Q2 25 | $35.4M | $89.6M | ||
| Q1 25 | — | $180.0M | ||
| Q4 24 | $126.9M | $175.1M | ||
| Q3 24 | $101.0M | $141.9M | ||
| Q2 24 | $83.0M | $22.9M | ||
| Q1 24 | $44.5M | $43.0M |
| Q4 25 | $70.3M | $166.2M | ||
| Q3 25 | $37.4M | $133.4M | ||
| Q2 25 | $28.1M | $82.0M | ||
| Q1 25 | — | $172.3M | ||
| Q4 24 | $102.2M | $165.4M | ||
| Q3 24 | $90.4M | $131.4M | ||
| Q2 24 | $74.0M | $5.2M | ||
| Q1 24 | $37.1M | $27.7M |
| Q4 25 | 9.7% | 14.7% | ||
| Q3 25 | 5.2% | 10.8% | ||
| Q2 25 | 4.1% | 6.7% | ||
| Q1 25 | — | 14.4% | ||
| Q4 24 | 15.2% | 13.9% | ||
| Q3 24 | 13.4% | 11.1% | ||
| Q2 24 | 10.5% | 0.5% | ||
| Q1 24 | 5.4% | 2.4% |
| Q4 25 | 1.5% | 0.8% | ||
| Q3 25 | 1.3% | 0.5% | ||
| Q2 25 | 1.1% | 0.6% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | 3.7% | 0.8% | ||
| Q3 24 | 1.6% | 0.9% | ||
| Q2 24 | 1.3% | 1.6% | ||
| Q1 24 | 1.1% | 1.3% |
| Q4 25 | 1.49× | — | ||
| Q3 25 | 0.70× | — | ||
| Q2 25 | 0.53× | 1.23× | ||
| Q1 25 | — | 1.81× | ||
| Q4 24 | 2.36× | 1.80× | ||
| Q3 24 | 1.48× | 1.93× | ||
| Q2 24 | 1.00× | 0.30× | ||
| Q1 24 | 0.74× | 0.60× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ESAB
| Consumable Products | $477.9M | 66% |
| Equipment Products | $249.9M | 34% |
KMPR
| Specialty Property Casualty Insurance Segment | $995.1M | 88% |
| Life Insurance Segment1 | $140.7M | 12% |
