Zacks Investment Research·3d ago
Lincoln Electric Holdings (LECO) Is Up 8.19% in One Week: What You Should KnowDoes Lincoln Electric Holdings (LECO) have what it takes to be a top stock pick for momentum investors? Let's find out.
Lincoln Electric's revenue growth has swung from a 4.8% decline in 2024Q3 to 15.2% expansion in 2026Q3, its strongest pace in ten quarters, while operating margin improved to 17.3% from 14.6% as SG&A scaled down from roughly 19.7% to 16.9% of sales.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 15.2% in 2026Q3 with EPS up 19.0%, but gross margin slipped to a series-low 34.8% from 36.8% a year prior, indicating volume gains may be margin-bought even as SG&A discipline lifted operating margin to 17.3%.
Lincoln Electric has achieved 30 consecutive dividend hikes, demonstrating a strong commitment to returning capital to shareholders.
The company's strategic shift towards automation, including its Inrotech robotic welding technology, positions it well for future growth in industrial automation.
Lincoln Electric is recognized as a high-quality compounder with consistent financial performance, driven by strong fundamentals rather than valuation expansion.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 27, 2026 | $2.98+6.0% vs $2.81 | $1.2B+4.1% vs $1.2B |
Q3 2026 Jul 30, 2026 | $2.93+4.3% vs $2.81 | $1.2B+4.3% vs $1.2B |
Q2 2026 Apr 30, 2026 | $2.50+3.3% vs $2.42 | $1.1B+4.5% vs $1.1B |
Q1 2026 Feb 12, 2026 | $2.65+4.3% vs $2.54 | $1.1B-2.0% vs $1.1B |
Does Lincoln Electric Holdings (LECO) have what it takes to be a top stock pick for momentum investors? Let's find out.
Emerson is set to extend its dividend growth streak to 70 years, with a predicted 6.3–8.1% increase driven by a business transformation. EMR's shift to higher-margin Intelligent Devices and Software & Control segments supports a rebound in adjusted EPS, forecasted to grow 19% this year. Dividend growth across the broader group of long-term payers remains mostly mid-single digits, but several—including ADP, Assurant, and Atmos—are expected to announce 10%+ increases.
Lincoln Electric (LECO) could produce exceptional returns because of its solid growth attributes.
Lincoln Electric increased third quarter sales by 15% to $1.221 billion. Organic volume growth of 9% outpaced price gains across segments.
Benchmark LECO against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Lincoln Electric Holdings, Inc. (LECO)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $275.35 | $15.09B | 26.26 | 5.54% | 12.4% | 37.78% | 1.09% | |
| $280.95 | $80.83B | 24.83 | 0.92% | 19.39% | 103.35% | 2.17% | |
| $82.99 | $32.48B | 23.26 | 5.75% | 17.2% | 13.44% | 0.1% | |
| $114.85 | $17.34B | 20.29 | -1.53% | 5.53% | 9.39% | 2.86% | |
| $917.79 | $115.72B | 31.50 | 8.31% | 16.62% | 24.65% | 0.8% | |
| $162.35 | $90.93B | 33.84 | 5.36% | 14.14% | 13.14% | 1.36% |
Lincoln Electric Holdings, Inc. (LECO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Lincoln Electric Holdings, Inc. (LECO) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 27, 2026·SEC
Jul 30, 2026·SEC
Apr 30, 2026·SEC
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Lincoln Electric Holdings, Inc. (LECO) stock FAQ — growth, dividends, profitability & financials explained
Lincoln Electric Holdings, Inc. (LECO) reported $4.64B in revenue over the trailing twelve months. Revenue was $4.23B in fiscal year 2025. That is 281% more than the $1.11B of fiscal year 1996.
Lincoln Electric Holdings, Inc. (LECO) grew revenue by 11.1% over the trailing twelve months, compared with the twelve months before.
Yes. Lincoln Electric Holdings, Inc. (LECO) earned $575.3M in net income over the trailing twelve months (a 12.4% net margin).
Yes. Lincoln Electric Holdings, Inc. (LECO) pays a dividend that yields 1.09% at the current price, a moderate yield.
Lincoln Electric Holdings, Inc. (LECO) had a return on equity (ROE) of 37.8% over the trailing twelve months. That is well above the market's typical 10-15%.
Lincoln Electric Holdings, Inc. (LECO) generated $486.3M in free cash flow over the trailing twelve months.
