LINCOLN ELECTRIC HOLDINGS INC(LECO)— Stock Profile, AI Score & Financials
Industrials · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
LINCOLN ELECTRIC HOLDINGS INC (LECO) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores LECO at 60.1/100 on a 32-signal composite quality model, placing it at rank #885 of 2,962 stocks — the top half of the AI-ranked universe. LECO scores in the top quartile across balance sheet strength (92.7), revenue scale (76.5). Areas of concern include institutional flow (18.8), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), LINCOLN ELECTRIC HOLDINGS INC reports quarterly revenue of $1.2B, net income of $158.5M, an operating margin of 18.1%. Top institutional holders of LECO by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. LECO trades on the Nasdaq exchange and files with the SEC under CIK 59527. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate LECO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for LINCOLN ELECTRIC HOLDINGS INC directly from SEC EDGAR.
AI Quality Score
60.1/100
AI Rank
#885
Revenue
$1.2B
Net Income
$158.5M
Free Cash Flow
$222.3M
Operating Margin
18.1%
LECO key financials by period
LINCOLN ELECTRIC HOLDINGS INC reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$4.2B
$520.5M
17.0%
FY 2024
10-K
$4.0B
$466.1M
15.9%
FY 2023
10-K
$4.2B
$545.2M
17.1%
FY 2022
10-K
$3.8B
$472.2M
16.3%
FY 2021
10-K
$3.2B
$276.6M
14.3%
FY 2020
10-K
$2.7B
$206.1M
10.6%
Institutions holding LECO
Institutional investors reporting a position in LINCOLN ELECTRIC HOLDINGS INC on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-07-30 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Net sales grew 12.0% YoY to $1,219.7M on price increases across all three segments, with operating margin expanding to 18.1% from 17.6%.
Biggest Revenue Drivers
Americas Welding$774.4M+11.2% YoY
Improved industrial demand and higher project volumes within automation, plus price actions taken in response to higher input costs
International Welding$243.3M+4.5% YoY
Price actions and the Alloy Steel acquisition offset by slowing industrial activity in Europe and the Middle East conflict
Biggest Revenue Drivers
Total revenue: $1,219.7M+12.0% YoY
Americas Welding$774.4M+11.2% YoY
Improved industrial demand and higher project volumes within automation, plus price actions taken in response to higher input costs
International Welding$243.3M+4.5% YoY
Price actions and the Alloy Steel acquisition offset by slowing industrial activity in Europe and the Middle East conflict
The Harris Products Group$201.9M+26.9% YoY
Price actions, partially offset by a challenging prior-year comparison from expanded retail market presence
Largest Expense Items
Cost of goods sold$770.7M+12.8% YoY
Unfavorable product mix and higher input costs, including LIFO charges of $4,186 thousand
Selling, general & administrative expenses$224.9M+6.6% YoY
Increased spend on RISE strategic initiatives, acquisitions, and unfavorable foreign currency translation impact
Rationalization and asset impairment net charges$3.5M+36.9% YoY
Restructuring and manufacturing facility consolidation across all three reportable segments
Margins: Gross margin declined 0.5pp to 36.8% on unfavorable product mix and higher input costs (including $4.2M LIFO charges), but operating margin still expanded to 18.1% from 17.6% on positive operating leverage from higher organic sales.
Watch Items from the Filing
International Welding segment Adjusted EBIT fell 12.9% YoY amid slowing European industrial activity and the Middle East conflict.
Company is co-defendant in asbestos-related litigation involving approximately 701 plaintiffs, a net decrease of 351 claims from the prior period.
Effective tax rate rose to 23.7% from 21.9% YoY due to earnings mix and timing of discrete tax items.
No outstanding borrowings under $1,047.5M of revolving credit facilities and $242.4M cash on hand support liquidity.
Repurchased $76.1M of shares in Q2 with only 4.6 million shares remaining under the current authorization.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
