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Lincoln Electric (LECO)
NASDAQ:LECO
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Lincoln Electric Holdings (LECO) Price & Analysis

279 Followers

LECO Stock Chart & Stats

$261.40
>-$0.01(>-0.01%)
At close: 4:00 PM EST
$261.40
>-$0.01(>-0.01%)

Bulls Say, Bears Say

Bulls Say
High Profitability And ROESustained high margins and a very strong ROE reflect durable pricing power, efficient operations and capital allocation. These characteristics support reinvestment, R&D, and shareholder returns, and provide a buffer through industry cycles, underpinning long-term cash generation and returns.
Price-driven Revenue Growth And Raised GuidanceManagement’s ability to implement pricing that the company expects to neutralize input cost pressure by Q3 and to lift sales guidance indicates structural margin recovery. Price-led growth tends to be more durable than cyclical volume gains and supports sustainable operating income expansion.
Recurring Consumables And Automation Solutions MixA business mix of replenishable consumables, higher-margin automation systems, and software/services creates steady recurring revenue, stronger customer stickiness, and diversified earnings streams. This reduces volatility from equipment capex cycles and supports margin sustainability over time.
Bears Say
Rising LeverageHigher debt relative to equity tightens financial flexibility and raises interest and covenant risk during slower demand. With elevated leverage, the company has less optionality to fund opportunistic investments or comfortably absorb cyclical downturns without constraining returns or capital allocation.
Weaker Free Cash Flow And Working Capital BuildA material YoY decline in FCF and a strategic inventory build reduce cash conversion and can limit debt paydown, buybacks or reinvestment. Persistently higher working capital increases cash volatility and can magnify earnings cyclicality if revenue weakens or inventory turns slow.
Volume Weakness And Regional/automation HeadwindsSustained volume declines, automation project timing issues and a persistent regional sales drag are structural risks to organic growth. If international demand and automation project timing remain weak, revenue and equipment margins could underperform for multiple quarters, delaying recovery.

Lincoln Electric Holdings News

LECO FAQ

What was Lincoln Electric’s price range in the past 12 months?
Lincoln Electric lowest stock price was $199.30 and its highest was $310.00 in the past 12 months.
    What is Lincoln Electric’s market cap?
    Lincoln Electric’s market cap is $15.08B.
      When is Lincoln Electric’s upcoming earnings report date?
      Lincoln Electric’s upcoming earnings report date is Aug 05, 2026 which is in 45 days.
        How were Lincoln Electric’s earnings last quarter?
        Lincoln Electric released its earnings results on Apr 30, 2026. The company reported $2.5 earnings per share for the quarter, beating the consensus estimate of $2.43 by $0.07.
          Is Lincoln Electric overvalued?
          According to Wall Street analysts Lincoln Electric’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Lincoln Electric pay dividends?
            Lincoln Electric pays a Quarterly dividend of $0.79 which represents an annual dividend yield of 1.22%. See more information on Lincoln Electric dividends here
              What is Lincoln Electric’s EPS estimate?
              Lincoln Electric’s EPS estimate is 2.8.
                How many shares outstanding does Lincoln Electric have?
                Lincoln Electric has 54,787,110 shares outstanding.
                  What happened to Lincoln Electric’s price movement after its last earnings report?
                  Lincoln Electric reported an EPS of $2.5 in its last earnings report, beating expectations of $2.43. Following the earnings report the stock price went up 2.909%.
                    Which hedge fund is a major shareholder of Lincoln Electric?
                    Currently, no hedge funds are holding shares in LECO
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Lincoln Electric

                      Lincoln Electric Holdings, Inc., an enterprise established in Cleveland, Ohio, in 1895, operates globally, focusing on the innovation, production, and sale of equipment and materials for welding, cutting, and brazing applications. The company is organized into three distinct divisions: Americas Welding, International Welding, and The Harris Products Group. Its extensive product portfolio encompasses a broad spectrum of welding machinery, including arc welding power sources, plasma cutters, wire feeding systems, automated robotic welding setups, comprehensive automation solutions, and fume extraction devices. Additionally, Lincoln Electric provides a variety of consumables such as electrodes, fluxes, various welding accessories, and specialized welding and fabrication materials. Beyond welding, the firm manufactures computer-controlled plasma and oxy-fuel cutting systems, along with regulators and torches essential for oxy-fuel welding, cutting, and brazing. It also supplies consumable alloys for the brazing and soldering markets. The company maintains a retail presence within the United States. Furthermore, it fabricates copper and aluminum headers, distributor assemblies, and manifolds specifically for the heating, ventilation, and air conditioning (HVAC) sector in both the U.S. and Mexico. Lincoln Electric serves a wide array of sectors, including general fabrication, energy and process, automotive and transportation, construction and infrastructure, heavy fabrication, shipbuilding, and maintenance and repair. Its offerings are distributed to end-users via direct sales, industrial distributors, retail channels, and independent agents.

                      Lincoln Electric Holdings (LECO) Earnings & Revenues

                      LECO Company Deck

                      LECO Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call presented a generally positive operating quarter with record sales, double-digit EPS growth, strong performance from Harris, improving order trends in the Americas and a top‑quartile ROIC. However, notable headwinds include consolidated volume declines (especially in international automation), near-term price/cost timing gaps that compressed gross margin, a modest cash flow impact from higher inventories and regional uncertainty from the Middle East. Management has taken proactive pricing actions, is raising its sales guidance range (driven by price), and is cautiously optimistic about volume recovery in the back half of the year.View all LECO earnings summaries

                      LECO Stock 12 Month Forecast

                      Average Price Target

                      $292.33
                      ▲(11.83% Upside)
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9,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":232.933,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 7,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":235.277,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 6,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n   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