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Lincoln Electric Holdings (LECO)
NASDAQ:LECO
RESEARCH TOOLSreports
Earnings Data
Report Date
Apr 24, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
2.24Last Year’s EPS
2.23Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 13, 2025
|% Change Since: 6.84%
|Next Earnings Date:Apr 24, 2025
Earnings Call Sentiment|Neutral
The earnings call highlighted record profitability and strong cash flow management, alongside significant cost savings and growth in the automation portfolio. However, challenges such as international sales decline, deferred capital spending, and uncertainties around tariffs and market conditions were noted.Company Guidance
During the Lincoln Electric Holdings, Inc. 2024 Fourth Quarter Financial Results Conference Call, the company provided guidance for 2025 with an emphasis on sustaining growth and enhancing profitability. Key metrics highlighted included an achievement of $4 billion in net sales and a record 17.6% adjusted operating income margin for 2024. Despite a 6.5% decline in organic sales, they achieved their second-highest adjusted earnings per share at $9.29. The automation portfolio reached $911 million in sales, contributing to a strong cash flow generation with a 90% cash conversion rate. For 2025, Lincoln Electric projects low single-digit sales growth, supported by a 50-100 basis point pricing increase and approximately 200 basis points from 2024 acquisitions. They expect cost savings of $40 to $55 million from efficiency initiatives, aiming for continued margin expansion with a low 20% incremental margin rate. The company remains committed to a balanced capital allocation strategy, having invested over $1.3 billion in growth and returned approximately $1.6 billion to shareholders under their higher standard strategy.Record Profitability Despite Sales Decline
Achieved record profitability with a 17.6% adjusted operating income margin, despite a 6.5% decline in organic sales.
Strong Cash Flow and Shareholder Returns
Maintained strong cash flow generation with over 90% cash conversion and increased shareholder returns by 23% through a higher dividend payout rate and $264 million in share repurchases.
Successful Cost Management and Savings
Achieved better than expected cost savings, increasing annual savings estimate to $60-$50 million, with a quarterly savings run rate of $15-$20 million.
Automation Portfolio Growth
Automation portfolio achieved $911 million in sales, and remains on pace to hit the $1 billion 2025 sales target, with a 17% EBIT margin, a 200 basis point improvement from the prior year.
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LECO Earnings History
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
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LECO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 13, 2025 | $194.00 | $213.81 | +10.21% |
| Oct 31, 2024 | $196.47 | $191.79 | -2.38% |
| Jul 31, 2024 | $209.86 | $203.84 | -2.87% |
| Apr 25, 2024 | $234.90 | $225.33 | -4.07% |
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.
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FAQ
When does Lincoln Electric Holdings (LECO) report earnings?
Lincoln Electric Holdings (LECO) is schdueled to report earning on Apr 24, 2025, TBA Not Confirmed.
What is Lincoln Electric Holdings (LECO) earnings time?
Lincoln Electric Holdings (LECO) earnings time is at Apr 24, 2025, TBA Not 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 (Q1) is 2.24.
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