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Side-by-side financial comparison of ESAB Corp (ESAB) and WEIBO Corp (WB). Click either name above to swap in a different company.
WEIBO Corp is the larger business by last-quarter revenue ($1.3B vs $727.8M, roughly 1.8× ESAB Corp). WEIBO Corp runs the higher net margin — 35.7% vs 7.5%, a 28.2% gap on every dollar of revenue. Over the past eight quarters, WEIBO Corp's revenue compounded faster (22.6% CAGR vs 2.8%).
ESAB, Elektriska Svetsnings-Aktiebolaget, is an American-Swedish industrial company.
Weibo Corporation is a Chinese social network company known for the microblogging website Sina Weibo. It is based in Beijing, China.
ESAB vs WB — Head-to-Head
Income Statement — Q3 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $727.8M | $1.3B |
| Net Profit | $54.8M | $458.3M |
| Gross Margin | 37.0% | — |
| Operating Margin | 14.6% | 29.1% |
| Net Margin | 7.5% | 35.7% |
| Revenue YoY | 8.5% | — |
| Net Profit YoY | 2.1% | — |
| EPS (diluted) | $0.90 | — |
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 | — | ||
| Q3 25 | $715.6M | $1.3B | ||
| Q2 25 | $678.1M | $841.7M | ||
| Q1 25 | — | $396.9M | ||
| Q4 24 | $670.8M | — | ||
| Q3 24 | $673.3M | $1.3B | ||
| Q2 24 | $707.1M | $833.4M | ||
| Q1 24 | $689.7M | $395.5M |
| Q4 25 | $54.8M | — | ||
| Q3 25 | $66.9M | $458.3M | ||
| Q2 25 | $67.4M | $234.8M | ||
| Q1 25 | — | $108.1M | ||
| Q4 24 | $53.7M | — | ||
| Q3 24 | $68.2M | $297.4M | ||
| Q2 24 | $82.9M | $164.6M | ||
| Q1 24 | $60.0M | $51.1M |
| 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% | 29.1% | ||
| Q2 25 | 16.2% | 30.4% | ||
| Q1 25 | — | 27.8% | ||
| Q4 24 | 16.6% | — | ||
| Q3 24 | 15.7% | 29.0% | ||
| Q2 24 | 16.9% | 28.2% | ||
| Q1 24 | 16.0% | 25.2% |
| Q4 25 | 7.5% | — | ||
| Q3 25 | 9.3% | 35.7% | ||
| Q2 25 | 9.9% | 27.9% | ||
| Q1 25 | — | 27.2% | ||
| Q4 24 | 8.0% | — | ||
| Q3 24 | 10.1% | 22.9% | ||
| Q2 24 | 11.7% | 19.8% | ||
| Q1 24 | 8.7% | 12.9% |
| Q4 25 | $0.90 | — | ||
| Q3 25 | $1.09 | — | ||
| Q2 25 | $1.10 | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0.87 | — | ||
| Q3 24 | $1.11 | — | ||
| Q2 24 | $1.35 | — | ||
| Q1 24 | $0.98 | — |
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 | $1.1B |
| Total DebtLower is stronger | $1.3B | — |
| Stockholders' EquityBook value | $2.1B | $3.9B |
| Total Assets | $4.9B | $6.9B |
| Debt / EquityLower = less leverage | 0.63× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $218.2M | — | ||
| Q3 25 | $258.2M | $1.1B | ||
| Q2 25 | $291.3M | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | $249.4M | — | ||
| Q3 24 | $253.7M | — | ||
| Q2 24 | $228.5M | $1.9B | ||
| Q1 24 | $76.5M | $2.1B |
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $992.8M | — |
| Q4 25 | $2.1B | — | ||
| Q3 25 | $2.1B | $3.9B | ||
| Q2 25 | $1.9B | $3.6B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $1.7B | $3.4B | ||
| Q1 24 | $1.6B | $3.3B |
| Q4 25 | $4.9B | — | ||
| Q3 25 | $4.4B | $6.9B | ||
| Q2 25 | $4.2B | $6.5B | ||
| Q1 25 | — | $6.7B | ||
| Q4 24 | $4.0B | — | ||
| Q3 24 | $4.1B | — | ||
| Q2 24 | $4.0B | $7.1B | ||
| Q1 24 | $3.8B | $7.3B |
| Q4 25 | 0.63× | — | ||
| Q3 25 | 0.51× | — | ||
| Q2 25 | 0.55× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.60× | — | ||
| Q3 24 | 0.59× | — | ||
| Q2 24 | 0.63× | — | ||
| Q1 24 | 0.61× | — |
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 | — |
| Free Cash FlowOCF − Capex | $70.3M | — |
| FCF MarginFCF / Revenue | 9.7% | — |
| Capex IntensityCapex / Revenue | 1.5% | — |
| Cash ConversionOCF / Net Profit | 1.49× | — |
| TTM Free Cash FlowTrailing 4 quarters | $238.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $81.5M | — | ||
| Q3 25 | $46.6M | — | ||
| Q2 25 | $35.4M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $126.9M | — | ||
| Q3 24 | $101.0M | — | ||
| Q2 24 | $83.0M | — | ||
| Q1 24 | $44.5M | — |
| Q4 25 | $70.3M | — | ||
| Q3 25 | $37.4M | — | ||
| Q2 25 | $28.1M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $102.2M | — | ||
| Q3 24 | $90.4M | — | ||
| Q2 24 | $74.0M | — | ||
| Q1 24 | $37.1M | — |
| Q4 25 | 9.7% | — | ||
| Q3 25 | 5.2% | — | ||
| Q2 25 | 4.1% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 15.2% | — | ||
| Q3 24 | 13.4% | — | ||
| Q2 24 | 10.5% | — | ||
| Q1 24 | 5.4% | — |
| Q4 25 | 1.5% | — | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.7% | — | ||
| Q3 24 | 1.6% | — | ||
| Q2 24 | 1.3% | — | ||
| Q1 24 | 1.1% | — |
| Q4 25 | 1.49× | — | ||
| Q3 25 | 0.70× | — | ||
| Q2 25 | 0.53× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.36× | — | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 1.00× | — | ||
| Q1 24 | 0.74× | — |
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% |
WB
| Income from operations | $373.2M | 29% |
| Shares used in computing diluted net income per share attributable to Weibos shareholders | $268.1M | 21% |
| Shares used in computing basic net income per share attributable to Weibos shareholders | $238.6M | 19% |
| Value-added services | $186.1M | 14% |
| Less: Income tax expenses | $113.2M | 9% |
| Investment related income, net | $45.0M | 4% |
| Product development | $16.7M | 1% |
| General and administrative | $10.6M | 1% |
| Sales and marketing | $7.1M | 1% |
| Accretion to redeemable non-controlling interests | $3.0M | 0% |
