Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

LINCOLN ELECTRIC HOLDINGS INC
Next earnings Jul 29, 2026 (before open) · consensus $2.85 EPS, $1.19B rev
Last earnings +2.9% on 2026-04-30
Best-in-class welding franchise compounding EPS double-digits with a 35% ROE and steady buybacks; quality worth a fair premium.
Sources: SEC EDGAR (CIK 0000059527, latest 10-Q filed 2026-04-30) · EODHD · analysis by claude-code · as of 6/21/2026, 8:44:50 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
The fundamentals carry the rating, but the price is rich (~20% above our fair-value estimate) — a quality-at-a-price call. The case rests on the business, not the entry; patient buyers may wait for a pullback.
Lincoln Electric is the global leader in arc-welding and cutting equipment and consumables, and its FY2025 results show the hallmarks of a high-quality industrial compounder. Revenue grew 5.6% to $4.23B while operating income rose 12.8% to $718M and net income climbed 11.7% to $521M, with diluted EPS up 14.4% to $9.32 — the spread between revenue and EPS growth reflecting margin expansion and disciplined share reduction (shares down 2.3%). Gross margin held at 36.2% and operating margin reached 17.0%.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $3.23B | $3.76B | $4.19B | $4.01B | $4.23B |
| Gross profit | $1.07B | $1.28B | $1.47B | $1.47B | $1.53B |
| Operating income | $462M | $612M | $718M | $636M | $718M |
| Net income | $277M | $472M | $545M | $466M | $521M |
| Diluted EPS | $4.60 | $8.04 | $9.37 | $8.15 | $9.32 |
| Net margin | 8.6% | 12.6% | 13.0% | 11.6% | 12.3% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1482 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Last 90 days: 0 open-market buys · 1 sale
| 2026-06-16 | Whitehead Michael J EVP, PRESIDENT, AMERICAS WELD | Sell | 845.00 @ $274.81 | $232K |
| 2026-05-01 | Doria Gregory EVP, PRES INTERNATIONAL | Tax | 44.00 @ $266.25 | $11.7K |
| 2026-04-17 | Benny Purushotam Patel Director | Award | 688.00 | |
| 2026-04-17 | Lincoln Kathryn Jo Director | Award | 688.00 | |
| 2026-04-17 | Howze Marc A Director | Award | 688.00 | |
| 2026-04-17 | Hilton Michael F Director | Award | 688.00 | |
| 2026-04-17 | Goris Patrick P. Director | Award | 688.00 | |
| 2026-04-17 | Fetch Bonnie J Director | Award | 688.00 |