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Lincoln Electric Holdings (LECO)
NASDAQ:LECO
Earnings Data
Report Date
Jul 24, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
2.3Last Year’s EPS
2.34Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 30, 2025
|% Change Since: 7.57%
|Next Earnings Date:Jul 24, 2025
Earnings Call Sentiment|Neutral
The earnings call conveys a cautious outlook with some strong performance indicators like increased sales, cash flow, and ROIC. However, these are tempered by significant challenges like volume declines, margin pressures, and uncertainty in automation and global trade policy impact, suggesting a balanced outlook.Company Guidance
During Lincoln Electric's 2025 first-quarter conference call, the company reported a 2.4% increase in sales to $1.04 billion, driven by a 4.9% benefit from acquisitions and a 2.6% increase in prices, despite facing a 3.8% decline in volumes. The adjusted operating income margin declined by 60 basis points to 16.9%, with Turkey and acquisitions negatively impacting margins by 110 basis points. Adjusted earnings per share were $2.16, slightly below expectations due to a $0.05 headwind from Turkey and unfavorable foreign exchange. The company achieved a record cash flow with a 130% cash conversion ratio and returned $150 million to shareholders. While organic sales declined by 1.2%, excluding a 190 basis point impact from Turkey, Lincoln Electric continues to anticipate mid-single-digit pricing increases in the second quarter to offset announced tariffs and expects to generate $15 to $20 million in savings. Despite the cautious macroeconomic outlook, the company remains focused on strategic initiatives, maintaining strong ROIC at 21.5%, and leveraging its supply chain to mitigate costs.Sales Increase and Pricing Actions
First quarter sales increased approximately 2.4% to $1.04 billion, driven by a 4.9% benefit from acquisitions and 2.6% from higher prices. Additional pricing actions are expected to yield mid-single-digit percent higher prices in the second quarter.
Strong Cash Flow and Shareholder Returns
Generated record cash flows with a 130% cash conversion ratio. Returned $150 million to shareholders through higher dividend payouts and share repurchases.
Resilience in Consumable Sales
Better resilience in consumable organic sales as customer order rates improved through the quarter.
ROIC and Cash Conversion
Maintained a strong adjusted return on invested capital (ROIC) of 21.5% and a 130% cash conversion ratio.
Harris Products Group Performance
First quarter sales increased 9% with a 9.5% higher price and 60 basis points of higher volumes. EBIT increased approximately 22% with a margin improvement of 190 basis points to 17.9%.
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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 |
|---|---|---|---|
Apr 30, 2025 | $184.00 | $176.20 | -4.24% |
Feb 13, 2025 | $193.24 | $212.97 | +10.21% |
Oct 31, 2024 | $195.70 | $191.04 | -2.38% |
Jul 31, 2024 | $209.04 | $203.04 | -2.87% |
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 Jul 24, 2025, TBA Not Confirmed.
What is Lincoln Electric Holdings (LECO) earnings time?
Lincoln Electric Holdings (LECO) earnings time is at Jul 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 (Q2) is 2.3.
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