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Lincoln Electric Holdings (LECO)
NASDAQ:LECO
US Market
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Lincoln Electric Holdings (LECO) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 12, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
2.54
Last Year’s EPS
2.57
Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 30, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call reflected a mix of steady growth and some challenges. While the company has shown strong performance in sales, pricing, and cash flow, it faces challenges in its automation segment and EMEA region. The overall outlook is cautiously optimistic with strategic positioning for future growth.
Company Guidance
During the Lincoln Electric 2025 Third Quarter Financial Results Conference Call, the company reported an 8% increase in sales, driven by pricing strategies and demand for short-cycle products in the Americas Welding and Harris Products Group segments. Despite challenges in the automation portfolio and sluggish demand in the EMEA region, the company achieved a 15% increase in adjusted earnings per share and record cash flow generation with a 149% cash conversion rate. Organic sales rose by 5.6%, with notable improvements in welding equipment volumes in the Americas. Automation sales reached approximately $200 million globally, with expectations of a 15% to 20% sequential increase in the fourth quarter. Across various market segments, the company observed steady to higher organic sales growth, particularly in general industries, HVAC, and midstream energy, while automotive capital spending showed potential for growth in early to mid-2026. Lincoln Electric's operating income margin increased by 500 basis points since 2020, with earnings more than doubling at a high-teens annual compounded growth rate, contributing to over a 165% total shareholder return through the third quarter.
Sales Increase and Price Management
Sales increased 8% driven by pricing and M&A strategy. The company achieved a neutral price cost position and generated $8 million in permanent savings, leading to a 15% increase in adjusted earnings per share and record cash flow generation with 149% cash conversion.
Organic Sales Growth
Organic sales increased 5.6%, with low single-digit volume growth in Americas welding equipment. Automation order rates showed a broad increase in September and October.
Harris Products Group Performance
The Harris Products Group saw a 15% sales increase with 2% higher volumes and nearly 12% higher price, achieving a record 18.3% EBIT margin.
International Welding Segment Improvement
International Welding segment sales increased 1.6%, with a 29% increase in adjusted EBIT and a margin increase of 230 basis points to 11.3%.
Record Cash Flow
Generated record cash flow from operations with a 119% cash conversion ratio and announced a 30th consecutive annual dividend payout rate increase of 5.3%.
Strategic Positioning for Future Growth
The company is well-positioned for future growth with strategic investments and a focus on long-term growth, supporting superior shareholder returns.

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

LECO Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 12, 2026
2025 (Q4)
2.54 / -
2.57
Oct 30, 2025
2025 (Q3)
2.42 / 2.47
2.1415.42% (+0.33)
Jul 31, 2025
2025 (Q2)
2.31 / 2.60
2.3411.11% (+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
2.454.90% (+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
2.134.69% (+0.10)
Feb 15, 2024
2023 (Q4)
2.18 / 2.45
1.9426.29% (+0.51)
Oct 27, 2023
2023 (Q3)
2.25 / 2.40
2.0417.65% (+0.36)
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
Oct 30, 2025
$234.51$236.10+0.68%
Jul 31, 2025
$222.62$242.72+9.03%
Apr 30, 2025
$182.75$175.01-4.24%
Feb 13, 2025
$191.93$211.52+10.21%
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 Feb 12, 2026, Before Open (Confirmed).
    What is Lincoln Electric Holdings (LECO) earnings time?
    Lincoln Electric Holdings (LECO) earnings time is at Feb 12, 2026, 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 (Q4) is 2.54.
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