{"filing":{"accession_number":"0001213900-26-063775","cik":"0001877322","ticker":"ESAB","company_name":"ESAB Corp","form":"8-K","filing_date":"2026-06-02","report_date":null,"primary_document":"ea0292710-8k_esab.htm","primary_document_url":"https://www.sec.gov/Archives/edgar/data/1877322/000121390026063775/ea0292710-8k_esab.htm"},"events":[{"id":7506,"run_id":6597,"accession_number":"0001213900-26-063775","anchor_item_number":"2.01","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.99,"summary":"ESAB completed its acquisition of Eddyfi Holding Inc. for $1.45 billion in cash on June 1, 2026. This material acquisition was financed through debt and equity offerings and directly affects the registrant's capital structure and strategic position.","company_name":"ESAB Corp","ticker":"ESAB","filing_date":"2026-06-02","form":"8-K","submitted_at":null,"items":[{"id":3629,"accession_number":"0001213900-26-063775","item_number":"2.01","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.99,"reasoning":"ESAB completed its acquisition of Eddyfi Holding Inc. for $1.45 billion in cash on June 1, 2026, as disclosed under Item 2.01. This is a material acquisition of a significant target financed through debt and equity offerings, directly affecting the registrant's capital structure and operations.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-03T02:37:01.267684+00:00","company_name":"","ticker":null,"filing_date":""},{"id":3633,"accession_number":"0001213900-26-063775","item_number":"7.01","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.95,"reasoning":"The filing discloses completion of the acquisition of Eddyfi, announced via press release on June 2, 2026. Acquisition completion is a material M\u0026A event that would affect a reasonable investor's assessment of the registrant's strategic position and financial condition, even though disclosed under Item 7.01 (Regulation FD Disclosure) rather than the more typical Item 2.01.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-03T02:37:01.267684+00:00","company_name":"","ticker":null,"filing_date":""}]},{"id":7507,"run_id":6597,"accession_number":"0001213900-26-063775","anchor_item_number":"3.02","event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.95,"summary":"ESAB completed private placements totaling approximately $318 million on June 1, 2026, consisting of 175,000 shares of 6.50% Series A Mandatory Convertible Preferred Stock ($175.0 million) and 1,254,255 shares of common stock ($143.0 million), issued in reliance on Section 4(a)(2) exemptions. The Series A preferred stock features mandatory conversion into common stock (7.1806 to 8.2576 shares per preferred share) approximately three years after issuance, with registration rights agreements requiring the company to maintain resale registration statement effectiveness.","company_name":"ESAB Corp","ticker":"ESAB","filing_date":"2026-06-02","form":"8-K","submitted_at":null,"items":[{"id":3630,"accession_number":"0001213900-26-063775","item_number":"3.02","item_title":null,"event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.95,"reasoning":"ESAB completed private placements of 175,000 shares of 6.50% Series A Mandatory Convertible Preferred Stock ($175.0 million) and 1,254,255 shares of common stock ($143.0 million) on June 1, 2026, totaling approximately $318 million in unregistered equity issuances. Both tranches were issued in reliance on Section 4(a)(2) exemptions and represent material dilutive capital raises that would significantly affect investor assessment of ownership and capital structure.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-03T02:37:01.267684+00:00","company_name":"","ticker":null,"filing_date":""},{"id":3632,"accession_number":"0001213900-26-063775","item_number":"5.03","item_title":null,"event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.75,"reasoning":"ESAB filed a Certificate of Designations establishing 6.50% Series A Mandatory Convertible Preferred Stock that will mandatorily convert into common stock (7.1806 to 8.2576 shares per preferred share) approximately three years after issuance. This is a dilutive equity issuance with a mandatory conversion feature that will increase common share count materially. While the Item 5.03 classification suggests a bylaw/charter amendment, the substance is a new class of convertible preferred stock with defined conversion mechanics—a capital structure change that signals equity financing and future dilution to existing shareholders.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-03T02:37:01.267684+00:00","company_name":"","ticker":null,"filing_date":""},{"id":3634,"accession_number":"0001213900-26-063775","item_number":"8.01","item_title":null,"event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.85,"reasoning":"This Item 8.01 disclosure describes registration rights agreements entered into on June 1, 2026, in connection with the issuance of Common Shares and Series A Mandatory Convertible Preferred Stock to purchasers. The registration rights provisions—requiring the company to file resale registration statements and maintain effectiveness—are characteristic of a dilutive equity issuance, likely a PIPE or private placement. The mandatory convertible preferred stock structure and resale registration obligations are strong indicators of a capital raise that would dilute existing shareholders.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-03T02:37:01.267684+00:00","company_name":"","ticker":null,"filing_date":""}]},{"id":7508,"run_id":6597,"accession_number":"0001213900-26-063775","anchor_item_number":"3.03","event_type":"other_material","event_domain":"catchall","is_material":false,"confidence":0.75,"summary":"ESAB filed a Certificate of Designations and related charter amendments under Item 3.03, likely routine procedural modifications to support the issuance of the Series A Mandatory Convertible Preferred Stock.","company_name":"ESAB Corp","ticker":"ESAB","filing_date":"2026-06-02","form":"8-K","submitted_at":null,"items":[{"id":3631,"accession_number":"0001213900-26-063775","item_number":"3.03","item_title":null,"event_type":"other_material","event_domain":"catchall","is_material":false,"confidence":0.75,"reasoning":"Item 3.03 discloses a material modification to security holder rights by incorporating Item 5.03 (amendments to articles or bylaws). Without the specific content of the bylaw/charter amendments, the materiality cannot be determined. However, routine bylaw amendments (e.g., procedural changes, housekeeping items) are typically non-material administrative disclosures unless they substantively alter voting rights, dividend preferences, or other economic terms. The cross-reference structure suggests this is likely a procedural filing rather than a substantive rights modification.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-03T02:37:01.267684+00:00","company_name":"","ticker":null,"filing_date":""}]}],"classifications":[{"id":3629,"accession_number":"0001213900-26-063775","item_number":"2.01","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.99,"reasoning":"ESAB completed its acquisition of Eddyfi Holding Inc. for $1.45 billion in cash on June 1, 2026, as disclosed under Item 2.01. This is a material acquisition of a significant target financed through debt and equity offerings, directly affecting the registrant's capital structure and operations.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-03T02:37:01.267684+00:00","company_name":"ESAB Corp","ticker":"ESAB","filing_date":"2026-06-02"},{"id":3630,"accession_number":"0001213900-26-063775","item_number":"3.02","item_title":null,"event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.95,"reasoning":"ESAB completed private placements of 175,000 shares of 6.50% Series A Mandatory Convertible Preferred Stock ($175.0 million) and 1,254,255 shares of common stock ($143.0 million) on June 1, 2026, totaling approximately $318 million in unregistered equity issuances. Both tranches were issued in reliance on Section 4(a)(2) exemptions and represent material dilutive capital raises that would significantly affect investor assessment of ownership and capital structure.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-03T02:37:01.267684+00:00","company_name":"ESAB Corp","ticker":"ESAB","filing_date":"2026-06-02"},{"id":3631,"accession_number":"0001213900-26-063775","item_number":"3.03","item_title":null,"event_type":"other_material","event_domain":"catchall","is_material":false,"confidence":0.75,"reasoning":"Item 3.03 discloses a material modification to security holder rights by incorporating Item 5.03 (amendments to articles or bylaws). Without the specific content of the bylaw/charter amendments, the materiality cannot be determined. However, routine bylaw amendments (e.g., procedural changes, housekeeping items) are typically non-material administrative disclosures unless they substantively alter voting rights, dividend preferences, or other economic terms. The cross-reference structure suggests this is likely a procedural filing rather than a substantive rights modification.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-03T02:37:01.267684+00:00","company_name":"ESAB Corp","ticker":"ESAB","filing_date":"2026-06-02"},{"id":3632,"accession_number":"0001213900-26-063775","item_number":"5.03","item_title":null,"event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.75,"reasoning":"ESAB filed a Certificate of Designations establishing 6.50% Series A Mandatory Convertible Preferred Stock that will mandatorily convert into common stock (7.1806 to 8.2576 shares per preferred share) approximately three years after issuance. This is a dilutive equity issuance with a mandatory conversion feature that will increase common share count materially. While the Item 5.03 classification suggests a bylaw/charter amendment, the substance is a new class of convertible preferred stock with defined conversion mechanics—a capital structure change that signals equity financing and future dilution to existing shareholders.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-03T02:37:01.267684+00:00","company_name":"ESAB Corp","ticker":"ESAB","filing_date":"2026-06-02"},{"id":3633,"accession_number":"0001213900-26-063775","item_number":"7.01","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.95,"reasoning":"The filing discloses completion of the acquisition of Eddyfi, announced via press release on June 2, 2026. Acquisition completion is a material M\u0026A event that would affect a reasonable investor's assessment of the registrant's strategic position and financial condition, even though disclosed under Item 7.01 (Regulation FD Disclosure) rather than the more typical Item 2.01.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-03T02:37:01.267684+00:00","company_name":"ESAB Corp","ticker":"ESAB","filing_date":"2026-06-02"},{"id":3634,"accession_number":"0001213900-26-063775","item_number":"8.01","item_title":null,"event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.85,"reasoning":"This Item 8.01 disclosure describes registration rights agreements entered into on June 1, 2026, in connection with the issuance of Common Shares and Series A Mandatory Convertible Preferred Stock to purchasers. The registration rights provisions—requiring the company to file resale registration statements and maintain effectiveness—are characteristic of a dilutive equity issuance, likely a PIPE or private placement. The mandatory convertible preferred stock structure and resale registration obligations are strong indicators of a capital raise that would dilute existing shareholders.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-03T02:37:01.267684+00:00","company_name":"ESAB Corp","ticker":"ESAB","filing_date":"2026-06-02"}]}