What is the 13F Pro Quality Score for LECO?

13F Pro ranks LINCOLN ELECTRIC HOLDINGS INC (LECO) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View LECO's current score at https://13fpro.ai/company/LECO (free sign-up required for the full ranking).

Where does 13F Pro source LECO data?

All LINCOLN ELECTRIC HOLDINGS INC fundamentals and ownership data come directly from SEC EDGAR. LINCOLN ELECTRIC HOLDINGS INC files with the SEC under CIK 59527. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is LECO in?

LINCOLN ELECTRIC HOLDINGS INC (LECO) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

What drives LECO's revenue?

Per LINCOLN ELECTRIC HOLDINGS INC's latest 10-Q filed with the SEC on 2026-07-30, the biggest revenue drivers are: Americas Welding ($774.4M, +11.2% YoY); International Welding ($243.3M, +4.5% YoY); The Harris Products Group ($201.9M, +26.9% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/LECO.

What are LECO's largest expenses?

LINCOLN ELECTRIC HOLDINGS INC's latest 10-Q reports these as the largest expense items: Cost of goods sold ($770.7M, +12.8% YoY); Selling, general & administrative expenses ($224.9M, +6.6% YoY); Rationalization and asset impairment net charges ($3.5M, +36.9% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is LECO research updated on 13F Pro?

LECO's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

LINCOLN ELECTRIC HOLDINGS INC(LECO)Stock Analysis

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13F Pro Quality Score

60.1/100

Rank #885 of 2,962 stocksTOP 50%

View Industrials peers →

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

Revenue Growth

40.9/100

Profitability

68.7/100

Balance Sheet

92.7/100

Earnings Quality

44.6/100

Free Cash Flow

59.9/100

Institutional Flow

18.8/100

Revenue Scale

76.5/100

Dilution Risk

75.9/100

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Why LECO Scores 60/100

exact factor attribution · 2026-09-11

LECO's composite is driven by capital efficiency and scale, held back by revenue growth and institutional flow. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Capital efficiency

+4.3 pts

93th pct

Scale

+4.0 pts

77th pct

Profitability

+2.8 pts

69th pct

Free cash flow

+1.5 pts

60th pct

Shareholder dilution

+1.3 pts

76th pct

Earnings growth

+0.2 pts

53th pct

Earnings quality

-0.5 pts

45th pct

Institutional flow

-1.6 pts

19th pct

Revenue growth

-1.8 pts

41th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

LECO Stock Analysis & AI Quality Score

Data updated 2026-09-11

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 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. LINCOLN ELECTRIC HOLDINGS INC's 13F Pro composite quality score has ranged between 52 and 76 since 2021, currently 60.1 — a stable long-term trajectory across 68 quarterly and live scoring snapshots.

✦

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

✓ 24/24 datapoints verified

AI-extracted from LINCOLN ELECTRIC HOLDINGS INC's 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.

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

Revenue

Q2 2026

$1.2B

Net Income

Q2 2026

$158.5M

Free Cash Flow

Q2 2026

$222.3M

Operating Margin

Q2 2026

18.1%

ROIC

Q2 2026

32.6%

D/E Ratio

Q2 2026

0.74

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+5.6% YoY

$4.23BFY 2025

FY22 $3.76BFY23 $4.19BFY24 $4.01BFY25 $4.23B

Net Income

+11.7% YoY

$520.5MFY 2025

FY22 $472.2MFY23 $545.2MFY24 $466.1MFY25 $520.5M

Operating Income

+12.8% YoY

$718.1MFY 2025

FY22 $612.3MFY23 $717.8MFY24 $636.5MFY25 $718.1M

EPS (Diluted)

+14.4% YoY

$9.32FY 2025

FY22 $8.04FY23 $9.37FY24 $8.15FY25 $9.32

Total Assets

+7.3% YoY

$3.78BFY 2025

FY22 $3.18BFY23 $3.38BFY24 $3.52BFY25 $3.78B

Total Debt

+2.6% YoY

$1.29BFY 2025

FY22 $1.20BFY23 $1.11BFY24 $1.26BFY25 $1.29B

Op. Cash Flow

+10.4% YoY

$661.2MFY 2025

FY22 $383.4MFY23 $667.5MFY24 $599.0MFY25 $661.2M

Free Cash Flow

+10.7% YoY

$534.2MFY 2025

FY22 $311.5MFY23 $576.6MFY24 $482.4MFY25 $534.2M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$4.23B +5.6%	$4.01B -4.4%	$4.19B +11.4%	$3.76B +16.3%	$3.23B +21.8%	$2.66B
Net Income	$520.5M +11.7%	$466.1M -14.5%	$545.2M +15.5%	$472.2M +70.7%	$276.6M +34.2%	$206.1M
Operating Income	$718.1M +12.8%	$636.5M -11.3%	$717.8M +17.2%	$612.3M +32.6%	$461.7M +63.7%	$282.1M
EPS (Diluted)	$9.32 +14.4%	$8.15 -13.0%	$9.37 +16.5%	$8.04 +74.8%	$4.60 +34.5%	$3.42
Total Assets	$3.78B +7.3%	$3.52B +4.2%	$3.38B +6.2%	$3.18B +22.7%	$2.59B +12.0%	$2.31B
Total Debt	$1.29B +2.6%	$1.26B +14.1%	$1.11B -8.2%	$1.20B +56.4%	$769.8M +7.2%	$718.2M
Operating Cash Flow	$661.2M +10.4%	$599.0M -10.3%	$667.5M +74.1%	$383.4M +5.0%	$365.1M +3.9%	$351.4M
Free Cash Flow	$534.2M +10.7%	$482.4M -16.3%	$576.6M +85.1%	$311.5M +3.0%	$302.5M +3.5%	$292.2M

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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

BlackRock, Inc.
$1.4B5,390,309 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$680.9M2,564,633 sh
VANGUARD CAPITAL MANAGEMENT LLC
$657.7M2,477,198 sh
STATE STREET CORP
$600.5M2,254,978 sh
NORGES BANK
$458.9M1,728,502 sh
GEODE CAPITAL MANAGEMENT, LLC
$384.1M1,446,305 sh
VICTORY CAPITAL MANAGEMENT INC
$369.3M1,391,019 sh
Invesco Ltd.
$348.5M1,312,413 sh
JPMORGAN CHASE & CO
$275.9M1,041,849 sh
AQR CAPITAL MANAGEMENT LLC
$244.4M922,170 sh

Fund	Value	Shares
BlackRock, Inc.	$1.4B	5,390,309
VANGUARD PORTFOLIO MANAGEMENT LLC	$680.9M	2,564,633
VANGUARD CAPITAL MANAGEMENT LLC	$657.7M	2,477,198
STATE STREET CORP	$600.5M	2,254,978
NORGES BANK	$458.9M	1,728,502
GEODE CAPITAL MANAGEMENT, LLC	$384.1M	1,446,305
VICTORY CAPITAL MANAGEMENT INC	$369.3M	1,391,019
Invesco Ltd.	$348.5M	1,312,413
JPMORGAN CHASE & CO	$275.9M	1,041,849
AQR CAPITAL MANAGEMENT LLC	$244.4M	922,170

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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. LECO is classified as a large company.

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.