ESAB Corporation (ESAB)
Welding equipment and consumables, 89% abroad. Read October 19, 2026 from the annual report for the period ending December 31, 2025, filed February 20, 2026. Ranked 63 of the 175 Industrials companies read so far, by the share within reach now.
Within reach now
19%
End of 2028
36%
Employees, annual report
10,300
Leading staffing pattern
Machinery Manufacturing (3331, 3332, 3334, and 3339 only)
Share of the working time within reach, long-run pace, four times in five
- Now19%
- End of 202730%
- End of 202836%
- End of 203038%
What changes for its people by the end of 2028, by its industries' figures
- Stays with people 62%
- Becomes checking a model's work 30%
- Handed over with lighter checks 5%
ESAB states approximately 10,300 associates at December 31, 2025, 1,100 in the United States and 9,200 outside, making welding and cutting equipment and consumables with no count by segment, so one pattern takes the whole workforce at the machinery group that holds welding equipment by description (c).
The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.
What follows from the reading
Share of working time within reach of AI, on the long-run pace at four in five: 19% now, 30% at the end of 2027, 36% at the end of 2028, 38% at the end of 2030. By the patterns, the work is about 38% desk work, 16% people work and 47% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 62% of the working time stays with people (conversation, in-person and hands-on work), 30% becomes checking a model's work and 5% could be handed over with lighter checks, from the industries' own figures, not the company's roles.
Headcount
10,300 employees as of December 31, 2025 (stated). The filing states approximately 1,100 of 10,300 associates employed in the United States (11%) and 9,200 outside.
The filing: “Human Capital Management Employee Profile As of December 31, 2025, we employed approximately 10,300 associates, of whom approximately 1,100 were employed in the United States and approximately 9,200 were employed outside of the United States.”
The workforce as industry patterns
| Pattern | Share | Reason, from the filing |
|---|---|---|
| Machinery Manufacturing (3331, 3332, 3334, and 3339 only) | 100% | The filing describes welding and cutting equipment and consumables, Equipment Products at 66% of revenue and Consumable Products at 34%, with no count by segment, so one pattern takes the whole workforce at the machinery group that holds welding equipment by description (c), as Lincoln Electric was read. |
What the filing says about the workforce: Approximately 22% of U.S. associates are under collective bargaining agreements and 39% of non-U.S. associates are represented by trade unions and works councils (about 37% together); 1,100 in the U.S., 9,200 abroad; the count rose from 9,300 a year earlier.
Companies read with the same leading pattern
Other companies whose largest staffing pattern is also Machinery Manufacturing (3331, 3332, 3334, and 3339 only), largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five.
- Caterpillar Inc. (CAT, 118,000 employees)18% now, 37% by 2028
- Deere & Company (DE, 73,100 employees)20% now, 37% by 2028
- Parker-Hannifin Corporation (PH, 59,850 employees)18% now, 38% by 2028
- Carrier Global Corporation (CARR, 47,000 employees)19% now, 36% by 2028
- Trane Technologies plc (TT, 44,000 employees)18% now, 33% by 2028
- Stanley Black & Decker, Inc. (SWK, 43,500 employees)19% now, 34% by 2028
- Illinois Tool Works Inc. (ITW, 43,000 employees)19% now, 37% by 2028
- Applied Materials, Inc. (AMAT, 36,500 employees)19% now, 36% by 2028
What the filing says about AI
6 sentences in the filing name AI. The filing names AI technologies among the tools of increasingly sophisticated cyber attacks and the integration of AI and machine learning as a condition of growth and competitive position.
- “These forward-looking statements are subject to a number of risks and uncertainties and actual results or outcomes could differ materially due to numerous factors, including, but not limited to the following: the war in Ukraine and conflicts in the Middle East, escalating geopolitical tensions and the related impact on energy supplies and prices; changes in the general economy, including disrup...”
- “Additionally, advanced persistent attempts to gain unauthorized access or deny access to, or otherwise disrupt, our systems and those of third-party service providers we rely on are increasing in sophistication and frequency, including through artificial intelligence technologies, and are increasingly more difficult to detect and defend against.”
- “Failure to successfully integrate new technologies, including artificial intelligence and machine learning, could limit our ability to grow and maintain our competitive position and adversely affect our financial condition, results of operations and cash flow.”
- “The continued creation, development, and advancement of new technologies, such as artificial intelligence and machine learning, amongst others, as well as other technologies in the future that are not foreseen today, continue to transform the Company's processes, products, and services.”
- “Significant disruptions in, or breaches in security of, our electronic information systems or data can adversely affect our business and financial statements " and "Risk Factors-Risks Related to Our Business- Failure to successfully integrate new technologies, including artificial intelligence and machine learning, could limit our ability to grow and maintain our competitive position and advers...”
Its annual reports, year by year
Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector
Headcount by filing year
As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.
| Period | Employees | Filed | Filing |
|---|---|---|---|
| 2025-12-31 | 10,300 | 2026-02-20 | 10-K |
| 2024-12-31 | 9,300 | 2025-02-20 | 10-K |
| 2023-12-31 | 9,000 | 2024-02-29 | 10-K |
| 2022-12-31 | 9,000 | 2023-03-07 | 10-K |
Limits of this reading
- No count by segment or kind of work: the one pattern is by description (c).
Source: the company's annual report on EDGAR, accession 0001877322-26-000007, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.
The report on ESAB Corporation, $29
This page as a document to keep, with what it does not show: the share within reach at every date on three paces and two reliabilities, a typical workforce of this shape at the stated headcount role by role and task by task (the industries' staffing, never the company's roster), where to start, what changes for the people and what they would learn, every sentence in the filing that names AI, the headcount by year, the companies read with the same leading pattern, the method and a citation line. To print or save as a PDF, open again in your browser for a year.
See the report, $29See the sample first: Walmart's report is free
Questions about this company
- How much of ESAB Corporation's working time is within reach of AI?
- An estimated 19% now and 36% by the end of 2028, on METR's long-run pace at four in five, from the workforce ESAB Corporation's own annual report describes and BLS staffing patterns for its industries, never from a roster. It is an estimate with a stated method. It is not a forecast of jobs lost or of savings, and it says nothing about what the company will do.
- How many people does ESAB Corporation employ?
- 10,300 as of December 31, 2025, as its annual report for the period ending December 31, 2025 states. About 11% in the U.S.
- What kinds of work make up ESAB Corporation's workforce?
- Read from its annual report as a blend of 1 industry staffing pattern, the largest Machinery Manufacturing (3331, 3332, 3334, and 3339 only); by those patterns the work is about 38% desk work, 16% people work and 47% body work. Each share has a one-sentence reason on this page that can be checked against the filing.
- What does ESAB Corporation's annual report say about AI?
- 6 sentences in the filing name AI. Its annual reports for fiscal 2022 to 2025 name it in 0, 0, 0 and 6 sentences, year by year. They are counted and quoted on this page, never judged: a count says how much a filing talks about AI, not what the company does with it.
- How is this estimated?
- Claude Fable 5.1 read the annual report under the Index's written rubric (version 1) on October 19, 2026: the stated headcount, the share in the U.S. when stated, and the workforce as a blend of industry staffing patterns. The estimates are the site's industry estimates weighted by those shares, from O*NET tasks with estimated lengths and METR's measurements of how long a task AI models can finish. A company can write to info@stratussc.com to have its reading checked against its filing.
Embed these figures on your site
A small card with the share of working time within reach now and at the end of 2027, 2028 and 2030, the date and a link back. Free under CC BY 4.0; the card carries the credit.