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LECOLINCOLN ELECTRIC HOLDINGS INC(LECO)Stock Analysis

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SEC EDGAR: CIK 59527LECO stock profile & AI dashboard →

13F Pro Quality Score

67.5/100

Rank #465 of 2,879 stocksTOP 25%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

39.4/100

Profitability

73.6/100

Balance Sheet

92.0/100

Earnings Quality

39.9/100

Free Cash Flow

69.1/100

Institutional Flow

70.5/100

Revenue Scale

75.9/100

Dilution Risk

75.9/100

LECO Stock Analysis & AI Quality Score

AI stock analysis and institutional research for LINCOLN ELECTRIC HOLDINGS INC (LECO), a Industrials sector company. 13F Pro's AI-powered ranking engine scores LECO at 67.5/100 on a 32-signal composite quality model, placing it at rank #465 of 2,879 stocks — the top 25% of the AI-ranked universe. LECO scores in the top quartile across balance sheet strength (92.0), revenue scale (75.9). Areas of concern include revenue growth (39.4) and earnings quality (39.9), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), LINCOLN ELECTRIC HOLDINGS INC reports quarterly revenue of $1.1B, net income of $136.4M, an operating margin of 16.6%. 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.

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Fun facts about LINCOLN ELECTRIC HOLDINGS INC

Quirks, history, and lore behind LECO — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    U.S. industrial manufacturer · mid-cap · listed on Nasdaq · headquartered in Ohio.
  • 2
    The Numbers
    Annual revenue in the range of $3–4 billion, with operations spanning more than 160 countries — not bad for a company that makes something most people have never held.
  • 3
    The History
    Founded in 1895 in Cleveland, it has been making essentially the same core product for over 125 years — and doing it better than nearly anyone else on earth.
  • 4
    The Secret
    It pioneered a legendary employee profit-sharing and incentive pay system in the early 20th century that became a famous Harvard Business School case study — and it still uses it today.
  • 5
    The Lore
    The company's Harris Products and Viking brands are well known in the trade, but the parent name is plastered on the welding machines found in virtually every serious fabrication shop in the world.
  • 6
    The Giveaway
    The global leader in arc welding equipment and consumables, its name is borrowed from a president — and its ticker, LECO, sits right there in plain sight.
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What's Driving LECO's Business? Latest 10-Q Breakdown

✓ 21/21 datapoints verified

AI-extracted from LINCOLN ELECTRIC HOLDINGS INC's 10-Q filed 2026-04-30 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Lincoln Electric reported net sales of $1.12B, up 11.7% YoY driven by pricing gains and acquisitions, with net income rising 15.1% to $136.4M.

Biggest Revenue Drivers

Total revenue: $1,121.4M+11.7% YoY

Americas Welding$706.2M+8.1% YoY

Pricing actions in response to higher input costs partially offset by lower volumes.

International Welding$227.0M+3.6% YoY

Acquisition benefit and weaker U.S. dollar offset by lower automation project volumes and Middle East conflict impact.

The Harris Products Group$188.2M+42.3% YoY

Operating leverage from higher organic sales driven by price actions of 41.4%.

Largest Expense Items

Cost of goods sold$722.3M13.0% of sales vs. baseline

Unfavorable impacts from volumes and product mix, LIFO charge of $838K.

Selling, general & administrative expenses$210.8M+7.2% YoY

Increases in discretionary spend, employee costs, and unfavorable foreign currency translation.

Interest expense, net$13.4M+10.3% YoY

Higher debt levels and rate environment.

Margins: Gross margin declined 0.8 percentage points to 35.6% due to unfavorable volume and product mix impacts, though pricing partially offset cost pressures. Operating margin remained stable at 16.6% on an adjusted basis.

Watch Items from the Filing

  • International Welding volume decline of 9.9% driven by lower automation project volumes and Middle East geopolitical conflict impact.
  • Operating cash flow declined 55% to $102.2M due to unfavorable working capital; inventory strategically increased to 120.8 days sales.
  • Rationalization charges of $2.2M in Q1 2026 continue across all three segments; company expects positive future impact but may incur additional charges.
  • Acquisition of Alloy Steel Australia (100% ownership for $130M) contributes $15.8M to International Welding revenue in Q1 2026.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q1 2026

$1.1B

Net Income

Q1 2026

$136.4M

Free Cash Flow

Q1 2026

$63.0M

Operating Margin

Q1 2026

16.6%

D/E Ratio

Q1 2026

0.87

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Available Research

13F Pro tracks comprehensive data for LINCOLN ELECTRIC HOLDINGS INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of LECO

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Is LECO a good stock to buy?

13F Pro's AI-powered analysis of LINCOLN ELECTRIC HOLDINGS INC (LECO) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for LECO are available on the LECO stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own LECO?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling LECO. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of LINCOLN ELECTRIC HOLDINGS INC's investment landscape.