Core Viewpoint - Lincoln Electric Holdings, Inc. will participate in the Barclays 43rd Annual Industrial Select Conference on February 17, 2026, at 10:25 a.m. Eastern Time, where key executives will present [1] Group 1 - Steve Hedlund, Chairman and CEO, and Gabriel Bruno, Executive Vice President and CFO, will represent the company at the conference [1] - The presentation will be available via webcast on the company's Investor Relations website [1] - A replay of the presentation will also be accessible [1]

Core Viewpoint - Lincoln Electric Holdings, Inc. will participate in the Barclays 43rd Annual Industrial Select Conference on February 17, 2026, where key executives will present [1] Group 1 - Steve Hedlund, Chairman and CEO, and Gabriel Bruno, Executive Vice President and CFO, will be speaking at the conference [1] - The presentation will be available via webcast on the company's Investor Relations website [1] - A replay of the presentation will also be accessible [1]

Company Overview - Lincoln Electric Holdings (LECO) shares increased by 5.4% to close at $285.82, with notable trading volume compared to typical sessions, and a total gain of 7.8% over the past four weeks [1] - The company specializes in manufacturing welding products and related equipment [3] Analyst Ratings - A Roth MKM analyst reiterated a Buy rating on Lincoln Electric and raised the price target from $285.00 to $297.00 [2] - Barclays also maintained a Buy rating with a price target of $280.00 [2] Earnings Expectations - The upcoming quarterly earnings are expected to be $2.52 per share, reflecting a year-over-year decrease of 2% [3] - Revenue is projected to be $1.08 billion, which is an increase of 6.1% compared to the same quarter last year [3] Earnings Estimate Revisions - The consensus EPS estimate for the quarter has been revised 0.6% higher in the last 30 days [5] - Positive trends in earnings estimate revisions are typically associated with stock price appreciation, indicating potential for further strength in Lincoln Electric's stock [4][5] Industry Context - Lincoln Electric is part of the Zacks Manufacturing - Tools & Related Products industry, which includes other companies like Enerpac (EPAC) [6] - Enerpac's consensus EPS estimate has increased by 3.4% over the past month, with a current estimate of $0.4, representing a year-over-year change of 2.6% [7]

Core Insights - The article compares Stanley Black & Decker (SWK) and Lincoln Electric Holdings (LECO) to identify which stock presents a better value opportunity for investors in the Manufacturing - Tools & Related Products sector [1] Group 1: Zacks Rank and Earnings Outlook - Stanley Black & Decker has a Zacks Rank of 2 (Buy), indicating a positive earnings estimate revision trend, while Lincoln Electric Holdings has a Zacks Rank of 3 (Hold) [3] - The Zacks Rank suggests that SWK has an improving earnings outlook, which is a critical factor for value investors [3] Group 2: Valuation Metrics - SWK has a forward P/E ratio of 14.99, significantly lower than LECO's forward P/E of 24.12, indicating that SWK may be undervalued [5] - The PEG ratio for SWK is 1.12, while LECO's PEG ratio is 1.61, suggesting that SWK offers better value when considering expected earnings growth [5] - SWK's P/B ratio is 1.41 compared to LECO's P/B of 10.02, further supporting the notion that SWK is undervalued relative to its book value [6] Group 3: Value Grades - Based on the valuation metrics, SWK has a Value grade of B, while LECO has a Value grade of D, indicating that SWK is the superior value option at this time [6]

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We came across a bullish thesis on Lincoln Electric Holdings, Inc.  on r/ValueInvesting by u/cyclist63c. In this article, we will summarize the bulls’ thesis on LECO. Lincoln Electric Holdings, Inc. 's share was trading at $251.14 as of January 13th. LECO’s trailing and forward P/E were 26.95 and 23.42 respectively according to Yahoo Finance. Vista Energy (VIST) Jumps 18.66% on JPMorgan PT, Rating Upgrade Dmitry Kalinovsky/Shutterstock.com Lincoln Electric Holdings, Inc., through its subsidiaries, desig ...

Company Overview - Lincoln Electric Holdings, Inc. (NASDAQ:LECO) is recognized for its welding products, industrial automation solutions, and cutting equipment, with a strategy focused on steady customer demand and tight cost control [4] - The company benefits from a strong brand reputation for product quality, which fosters customer loyalty and positions it well in a mature industry [4] - Ongoing investments in technology and a skilled workforce enhance its competitive edge [4] Analyst Ratings and Price Targets - Morgan Stanley analyst Angel Castillo reduced the price target for Lincoln Electric to $208 from $209 while maintaining an Underweight rating, following routine model changes in the Machinery and Construction group [2] - Stifel analyst Nathan Jones lowered the price target to $252 from $265 but kept a Hold rating, noting that growth in diversified industrials during 2025 was primarily driven by tariff-related price increases, indicating strong pricing power [3] - The expectation for 2026 includes improved volume growth as inventory destocking fades, with pricing carryover supporting low- to mid-single-digit revenue growth [3]

Core Viewpoint - Lincoln Electric Holdings, Inc. will release its fourth quarter and full year 2025 results on February 12, 2026, prior to market open, and will introduce its 2030 strategic targets during an investor conference call later that day [1]. Group 1: Financial Results Announcement - The fourth quarter and full year 2025 results will be announced before the market opens on February 12, 2026 [1]. - An investor conference call and webcast will occur at 10:00 a.m. (ET) on the same day to discuss the financial results and strategic targets [1]. Group 2: Participation Details - The event will be available via webcast in listen-only mode, accessible through the Company's Investor Relations home page [2]. - For telephone participation, domestic callers can dial (888) 440-4368 and international callers can dial (646) 960-0856, using confirmation code 6709091 [2]. - Participants are encouraged to connect 10 minutes prior to the start of the conference call, and a replay will be available via webcast on the Company's website [2]. Group 3: Company Overview - Lincoln Electric is a global leader in engineering, design, and manufacturing of advanced arc welding solutions and automated systems [3]. - The Company operates 71 manufacturing and automation system integration locations across 20 countries and serves customers in over 160 countries [3]. - Lincoln Electric is recognized for its expertise in materials science, software development, and automation engineering, enhancing customers' fabrication capabilities [3].

Core Viewpoint - Lincoln Electric Holdings, Inc. will hold its 2026 Annual Meeting of Shareholders virtually on April 17, 2026, at 11:00 a.m. Eastern Time [1] Company Overview - Lincoln Electric is recognized as the world leader in engineering, design, and manufacturing of advanced arc welding solutions, automated joining, assembly and cutting systems, as well as plasma and oxy-fuel cutting equipment [1]

Core Viewpoint - Lincoln Electric Holdings (NASDAQ: LECO) has declared a quarterly dividend increase of 5.3% to $0.79 per share, marking its 30th consecutive year of dividend growth, supported by strong financial metrics and a healthy payout ratio [2][8]. Financial Performance - The annual dividend is $3.04 per share, with a current yield of 1.23% [3]. - The earnings payout ratio is 32.6%, indicating a healthy balance between dividends and retained earnings for reinvestment [4][6]. - In Q3 2025, Lincoln Electric generated $205.1 million in free cash flow, with a free cash flow payout ratio below 50%, demonstrating strong cash generation capabilities [5][6]. Debt and Balance Sheet - Total debt increased by 13.8% year over year to $1.32 billion, primarily due to the Alloy Steel acquisition [8][9]. - Net debt stands at $939 million after accounting for $377 million in cash, with a net debt to EBITDA ratio of 1.15x, indicating manageable leverage despite an upward trend from 0.91x in 2023 [9][10]. - The debt-to-equity ratio is 0.99, and total liabilities rose by 14.8% year over year, suggesting increased financial obligations [10].