Lincoln Electric

LECO

Market cap $13.2B

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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.

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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.

Although the revenue and EPS for Lincoln Electric (LECO) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Lincoln Electric Holdings (LECO) came out with quarterly earnings of $2.47 per share, beating the Zacks Consensus Estimate of $2.39 per share. This compares to earnings of $2.14 per share a year ago.

CLEVELAND--(BUSINESS WIRE)-- #LEA--Lincoln Electric Holdings, Inc. (the “Company”) (Nasdaq: LECO) today reported third quarter 2025 net income of $122.6 million, or diluted earnings per share (EPS) of $2.21, which includes special item after-tax net charges of $14.6 million, or $0.26 EPS. This compares with prior year period net income of $100.8 million, or $1.77 EPS, which included special item after-tax net charges of $21.6 million, or $0.37 EPS. Excluding special items, third quarter 2025 adjusted.

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