Lincoln Electric Holdings, Inc.

Lincoln Electric Holdings, Inc.

LECOยทNASDAQ

$262.82

+3.4%
IndustrialsManufacturing - Tools & Accessories

Lincoln Electric Holdings, Inc., through its subsidiaries, designs, develops, manufactures, and sells welding, cutting, and brazing products worldwide. The company operates through three segments: Americas Welding, International Welding, and The Harris Products Group. It offers welding products, including arc welding power sources, plasma cutters, wire feeding systems, robotic welding packages, integrated automation systems, fume extraction equipment, consumable electrodes, fluxes and welding accessories, and specialty welding consumables and fabrication products. The company's product offering also includes computer numeric controlled plasma and oxy-fuel cutting systems, and regulators and torches used in oxy-fuel welding, cutting, and brazing; and consumables used in the brazing and soldering alloys market. In addition, it is involved in the retail business in the United States. Further, the company manufactures copper and aluminum headers, distributor assemblies, and manifolds for the heating, ventilation, and air conditioning sector in the United States and Mexico. The company serves general fabrication, energy and process, automotive and transportation, and construction and infrastructure industries, as well as heavy fabrication, ship building, and maintenance and repair markets. It sells its products directly to users of welding products, as well as through industrial distributors, retailers, and agents. The company was founded in 1895 and is headquartered in Cleveland, Ohio.

At a Glance

Live Snapshot
Market Cap$14.40B
EPS9.3900
P/E Ratio27.99
Earnings Date07/30/2026
leco

Lincoln Electric Holdings, Inc. Street Expectations Map

LECO ยท NASDAQ

Wall Street analysts project that LECO stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 301.71, with estimates ranging from a low of 250.00 to a high of 340.00.

Lowest Target
250.00
-4.88%
Consensus Target
301.71
14.80%
Highest Target
340.00
29.37%

The consensus 1-year price target stands at 301.71, with estimates ranging from a low of 250.00 to a high of 340.00.

Analyst Consensus Analysis

Upside Potential

+14.8%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

29.8% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

6.02x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Asymmetric upside: Strong return potential with favorable risk-reward profile. The limited downside relative to upside makes this an attractive risk-adjusted opportunity for growth-oriented portfolios.

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Lincoln Electric Holdings, Inc. Forward Estimates of Revenue

LECO ยท NASDAQ
Latest Revenue
4.23B
FY 2025
Avg Estimate
4.51B
FY 2026
Estimate Range
4.43B - 4.57B
Analyst Spread

Forward Growth Analysis

Projected Growth+6.5%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Lincoln Electric Holdings, Inc. Forward Estimates of Net Income

LECO ยท NASDAQ
Latest Net Income
520.53M
FY 2025
Avg Estimate
615.55M
FY 2026
Estimate Range
599.97M - 631.13M
Analyst Spread

Forward Growth Analysis

Projected Growth+18.3%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Lincoln Electric Holdings, Inc. Forward Estimates of EPS

LECO ยท NASDAQ
Latest EPS
9.39
FY 2025
Avg Estimate
$10.76
FY 2026
Estimate Range
$10.49 - $11.03
Analyst Spread

Forward Growth Analysis

Projected Growth+14.6%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Lincoln Electric Holdings, Inc. Forward Estimates of EBIT

LECO ยท NASDAQ
Latest EBIT
714.95M
FY 2025
Avg Estimate
739.74M
FY 2026
Estimate Range
726.53M - 749.65M
Analyst Spread

Forward Growth Analysis

Projected Growth+3.5%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Lincoln Electric Holdings, Inc. Forward Estimates of EBITDA

LECO ยท NASDAQ
Latest EBITDA
813.50M
FY 2025
Avg Estimate
846.85M
FY 2026
Estimate Range
831.73M - 858.20M
Analyst Spread

Forward Growth Analysis

Projected Growth+4.1%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Lincoln Electric Holdings, Inc. Forward Estimates of SG&A Expense

LECO ยท NASDAQ
Latest SG&A Expense
735.12M
FY 2025
Avg Estimate
728.80M
FY 2026
Estimate Range
715.78M - 738.56M
Analyst Spread

Forward Growth Analysis

Projected Growth-0.9%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Lincoln Electric Holdings, Inc. Insider Positioning

LECO ยท NASDAQ

During the last 12 months, insiders have sold $6.23M worth of LECO shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

10.2K

2.93M

Net Activity

-2.9M

-$2.93M

6-9 Months

Bought

0

0.00

Sold

2.2K

526.46K

Net Activity

-526K

-$526K

9-12 Months

Bought

0

0.00

Sold

11.4K

2.77M

Net Activity

-2.8M

-$2.77M

Top Buyers

No buying activity

Top Sellers

1
AJI

Ansberry Jennifer I

Officer: Evp, General Counsel & Secy

10.8K sharesโ€ข2 transactions

$2.97M

2
BG

Bruno Gabriel

Officer: Evp, Cfo & Treasurer

9.7K sharesโ€ข2 transactions

$2.46M

3
HSB

Hedlund Steven B

Director, Officer: Chair, President & Ceo

1.2K sharesโ€ข1 transactions

$293K

4
BPP

Benny Purushotam Patel

Director

1.1K sharesโ€ข1 transactions

$272K

5
WMJ

Whitehead Michael J

Officer: Svp, President, Americas Weld

1.0K sharesโ€ข1 transactions

$233K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $6.23M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.