Lincoln Electric Holdings, Inc.
LECO
NASDAQ·Industrials·Manufacturing - Tools & Accessories·Mkt cap $15.1B
$276.44
▲ +0.95%
P/E
27.51
Mkt Cap
$15.1B
52-Wk Range
$216.22–$310.00
52-Week Range
$216.22 - $310.00
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 13.7% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Century-plus brand heritage and technological leadership in welding innovation
- Integrated business model combining equipment, automation, and high-margin consumables for recurring revenue
- Extensive global distribution network and direct sales force providing customer access and service capabilities
- Diversified end-market exposure across automotive, energy, construction, and heavy fabrication industries
- Proprietary automation and robotic welding solutions creating switching costs and customer lock-in
Bear Case
2 risks
- Average volatility.
- Premium valuation to Industrial Machinery peers
Growth
Stable outlook
Increasing automation adoption in manufacturing driving demand for robotic welding systems and integrated solutions
Value
Premium valuation to Industrial Machinery peers
Momentum
Strong
+5.9% over 3m
Quality
Stable
Strong fundamentals
Dividend
Modest
1.13% yield
Smart-money signal
Who's buying LECO right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 29, 2026
JUL 30, 2026
Reported EPS of $2.93 vs $2.81 consensus (+4.3% surprise). Revenue of $1.2B vs $1.2B expected (+4.3%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+4.3%
Revenue trend · last 8Q
—
-3%
+2%
+7%
+8%
+6%
+12%
+12%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$983.8M
$1.0B
$1.0B
$1.1B
$1.1B
$1.1B
$1.1B
$1.2B
Margins · last 8Q
Gross
36.8%
Operating
18.4%
Profit
13.0%
Wall Street consensus
5 analysts · 40% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
40%
Hold
60%
Sell
0%
Median Price Target
—
Latest: Morgan Stanley · Aug 10, 2026
vs Industry
How LECO stacks vs Manufacturing - Tools & Accessories
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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