Core Viewpoint - Wall Street analysts anticipate Lincoln Electric Holdings (LECO) to report quarterly earnings of $2.53 per share, reflecting a year-over-year decline of 1.6%, while revenues are expected to reach $1.09 billion, marking a 6.5% increase from the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised upward by 0.6% in the past 30 days, indicating a reassessment of initial estimates by covering analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue and Sales Projections - Analysts project 'Net Sales- The Harris Products Group' to reach $135.44 million, indicating a 9% increase year-over-year, while 'Total Sales- The Harris Products Group' is expected to be $139.47 million, reflecting a 9.8% change [5]. - 'Total Sales- International Welding' is estimated at $259.81 million, a 2.2% increase from the prior year, with 'Net Sales- International Welding' projected at $253.68 million, showing a 4.4% year-over-year change [6]. - The consensus for 'Total Sales- Americas Welding' is $728.31 million, indicating a 5.3% increase from the previous year [6]. Segment Sales and EBIT Estimates - 'Net Sales- Americas Welding' is estimated at $694.31 million, reflecting a 6% increase year-over-year, while 'Inter-segment sales- International Welding' is expected to be $10.51 million, indicating a decline of 6.5% [7]. - 'Inter-segment sales- Americas Welding' is projected at $38.63 million, a 4% increase from the year-ago quarter [8]. - 'Adjusted EBIT- Americas Welding' is expected to be $139.00 million, compared to $131.92 million reported in the same quarter last year [8]. - 'Adjusted EBIT- International Welding' is anticipated at $32.89 million, slightly up from $32.53 million year-over-year, while 'Adjusted EBIT- The Harris Products Group' is projected at $24.08 million, compared to $21.57 million last year [9]. Stock Performance - Over the past month, shares of Lincoln Electric have returned +18.3%, contrasting with the Zacks S&P 500 composite's unchanged performance [9].

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]

Company Overview - Lincoln Electric Holdings is headquartered in Cleveland, OH, with 56 manufacturing locations and operations in 19 countries, supported by a global network of distributors and sales offices in over 160 countries [11] - The company is a full-line manufacturer and reseller of welding and cutting products, offering a wide range of products including welding power sources, wire feeding systems, robotic welding packages, and fume extraction equipment [11] Investment Analysis - Lincoln Electric is currently rated as a 3 (Hold) on the Zacks Rank, with a VGM Score of B, indicating a moderate investment outlook [12] - The company has a Momentum Style Score of B, with shares increasing by 8.2% over the past four weeks, suggesting positive short-term performance [12] - An analyst has revised the earnings estimate upwards for fiscal 2025, with the Zacks Consensus Estimate increasing to $9.75 per share, reflecting a positive earnings outlook [12] - Lincoln Electric has an average earnings surprise of +10.3%, indicating that the company has historically exceeded earnings expectations [12] Conclusion - With a solid Zacks Rank and strong Momentum and VGM Style Scores, Lincoln Electric is positioned as a potential investment opportunity for investors [13]

Company Overview - Lincoln Electric Holdings, Inc. designs, develops, manufactures, and sells welding, cutting, and brazing products both in the United States and internationally [2] - The company is recognized as a high-quality compounder, with strong fundamentals driving the investment case rather than valuation expansion [2] Financial Performance - Lincoln Electric has consistently posted exceptional returns on capital, with return on equity and return on capital employed above 25%, supported by solid margins and disciplined capital allocation [2] - The company has nearly doubled its equity base between 2020 and 2025, more than doubled operating income, and achieved healthy revenue growth while effectively deploying retained earnings [3] Shareholder Returns - The company enhances shareholder outcomes through capital returns, increasing dividends and consistently repurchasing shares, retiring approximately 2% of the share count annually [4] - If valuation multiples remain flat, investors can expect returns driven by a 1.3% dividend yield, a roughly 2% buyback yield, and net income growth of about 14% per year, leading to potential annual returns of 17% or more [5] Market Position and Demand - Lincoln Electric is the global market leader in welding tools, operating in an industry that supports strong margins and durable capital returns [6] - The demand for welding tools is structurally supported by population expansion and industrialization in regions such as Southeast Asia and Africa, indicating long-term growth potential [7]

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]