The earnings call highlighted strong sales growth and strategic acquisitions that are expected to drive future performance. However, volume declines and demand uncertainties, particularly in the International Welding segment and heavy industries, pose ongoing challenges. The overall sentiment is balanced with notable achievements and significant challenges.

Company Guidance

During the Lincoln Electric 2025 Second Quarter Financial Results Conference Call, the company provided guidance indicating a strong performance with a 7% sales growth attributed to price management, M&A strategy benefits, and improved volumes in the Americas Welding and Harris Products Group segments. The company achieved an 11% increase in adjusted earnings per share to $2.60 and maintained a cash conversion of over 100% of free cash flow. The report highlighted a top quartile return on invested capital (ROIC) performance. Lincoln Electric also announced the expected acquisition of the remaining 65% interest in Alloy Steel, expected to contribute $20 million to $25 million in sales for the remainder of the year, and be accretive to margins and earnings. The company expects low single-digit organic sales growth for the full year, with acquisitions contributing approximately 270 basis points in sales growth. They have successfully managed to maintain a neutral price/cost position amidst supply chain challenges and are continuing to implement operational efficiencies and savings actions to counteract inflation, projecting an additional $10 million to $15 million in savings in the second half of the year.

Strong Sales Growth and Profit Performance

Lincoln Electric reported a 7% sales growth driven by price management, M&A strategy, and improved volume performance in key segments. Adjusted earnings per share increased by 11% to $2.60, with a strong cash flow generation and a 100-plus percent cash conversion of free cash flow.

Acquisition of Alloy Steel

Lincoln Electric announced the acquisition of the remaining 65% interest in Alloy Steel, which is expected to be accretive to margins and earnings on day one, contributing $20 million to $25 million in sales for the remainder of the year.

Harris Products Group Performance

The Harris Products Group reported a 19% sales increase, with 11% higher volumes due to product rollout and ongoing strength in HVAC. Adjusted EBIT increased by 28% to $32 million, with a margin improvement to a record 19.4%.

Lincoln Electric Holdings (LECO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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LECO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	2.40 / -	2.14	―	―	―
Jul 31, 2025	2025 (Q2)	2.31 / 2.60	2.34	11.11% (+0.26)
Apr 30, 2025	2025 (Q1)	2.23 / 2.16	2.23	-3.14% (-0.07)
Feb 13, 2025	2024 (Q4)	1.99 / 2.57	2.45	4.90% (+0.12)
Oct 31, 2024	2024 (Q3)	2.08 / 2.14	2.4	-10.83% (-0.26)
Jul 31, 2024	2024 (Q2)	2.29 / 2.34	2.44	-4.10% (-0.10)
Apr 25, 2024	2024 (Q1)	2.17 / 2.23	2.13	4.69% (+0.10)
Feb 15, 2024	2023 (Q4)	2.18 / 2.45	1.94	26.29% (+0.51)
Oct 27, 2023	2023 (Q3)	2.25 / 2.40	2.04	17.65% (+0.36)
Jul 27, 2023	2023 (Q2)	2.32 / 2.44	2.18	11.93% (+0.26)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

LECO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$223.33	$243.50	+9.03%
Apr 30, 2025	$183.34	$175.57	-4.24%
Feb 13, 2025	$192.54	$212.20	+10.21%
Oct 31, 2024	$195.00	$190.35	-2.38%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Lincoln Electric Holdings (LECO) report earnings?

Lincoln Electric Holdings (LECO) is schdueled to report earning on Oct 23, 2025, Before Open (Confirmed).

What is Lincoln Electric Holdings (LECO) earnings time?

Lincoln Electric Holdings (LECO) earnings time is at Oct 23, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is LECO EPS forecast?

LECO EPS forecast for the fiscal quarter 2025 (Q3) is 2.4.

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