Lincoln Electric

LECO

Market cap $14.5B

CLEVELAND--(BUSINESS WIRE)-- #LEA--Lincoln Electric Holdings, Inc. schedules its Q4 & FY2025 earnings call and will also introduce its new 2030 strategic targets on February 12, 2026.

CLEVELAND--(BUSINESS WIRE)-- #LEA--Lincoln Electric Holdings, Inc. (the “Company”) (Nasdaq: LECO) today announced that the Company's 2026 Annual Meeting of Shareholders will be held as a virtual meeting on Friday, April 17, 2026, at 11:00 a.m., Eastern Time. About Lincoln Electric Lincoln Electric is the world leader in the engineering, design, and manufacturing of advanced arc welding solutions, automated joining, assembly and cutting systems, plasma and oxy-fuel cutting equipment, and has a leading.

I am rotating from Big Tech to cyclical value, energy, and high-quality dividend growth stocks amid complex market interconnections. AI is the dominant disruptor, impacting macroeconomics, labor, energy demand, and driving market concentration in the Mag-7. Current market valuations are unfavorable and top-heavy, with over 40% in the largest ten holdings.

Lincoln Electric Holdings (NASDAQ: LECO) declared a quarterly dividend of $0.79 per share, a 5.3% increase marking the company's 30th consecutive year of dividend growth.

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

I track a universe of 50 high-quality dividend growth stocks to identify attractive investment opportunities based on valuation and future return potential. Recent performance diverged from the S&P 500, with the universe returning +9.71% YTD versus SPY's +17.02% and SCHD's -1.20%. Currently, 26 stocks offer estimated future returns of at least 10%, with 19 appearing undervalued using my Free Cash Flow model.

Five robotics-driven stocks - PATH, EMR, TRMB, OMCL and LECO - are set to gain traction heading into late 2025.

This is my latest article where I provide predictions of upcoming dividend increases from companies with long-term dividend growth histories. The pattern of modest dividend increases continues, with only three of 19 companies announcing double-digit percentage boosts in October. November brings a larger chance of 10%+ increases from several companies, including industrials Roper Technologies and Snap-on, and healthcare companies Becton, Dickinson and Cencora.

Lincoln Electric (NASDAQ: LECO) delivered a modest earnings beat this morning, but the stock's early reaction suggests investors were looking for more.

Lincoln Electric Holdings, Inc. ( LECO ) Q3 2025 Earnings Call October 30, 2025 10:00 AM EDT Company Participants Amanda Butler - Vice President of Investor Relations & Communications Steven Hedlund - President, CEO & Chairman Gabriel Bruno - Executive VP, CFO & Treasurer Conference Call Participants Oliver Z Jiang - Morgan Stanley, Research Division Bryan Blair - Oppenheimer & Co. Inc., Research Division Saree Boroditsky - Jefferies LLC, Research Division Nathan Jones - Stifel, Nicolaus & Company, Incorporated, Research Division Mircea Dobre - Robert W. Baird & Co. Incorporated, Research Division Christian Zyla - KeyBanc Capital Markets Inc., Research Division Presentation Operator Greetings, and welcome to the Lincoln Electric 2025 Third Quarter Financial Results Conference Call.