October 27, 2022 Lincoln Electric Holdings, Inc. Overview Virtual Nondeal Roadshow May 3, 2021 Gabe Bruno EVP & Chief Financial Officer LINCOLN ELECTRIC HOLDINGS, INC. Q3 2022 Earnings Safe Harbor and Regulation G Disclosures Forward-Looking Statements: Statements made during this presentation which are not historical facts may be considered forward-looking statements. Forward-looking statements involve risks and uncertainties that could cause actual events or results to differ materially from those express ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________ to _____________ Commission File Number: 0-1402 LINCOLN ELECTRIC HOLDINGS, INC. (State or other jurisdiction of incorporation or orga ...

Financial Data and Key Metrics Changes - The company reported record sales of $935 million, representing a 21% organic growth driven by a 13% increase in prices and a 9% increase in volumes [5][6] - Adjusted earnings per share increased 31% to $2.04, despite a $0.07 foreign currency headwind [9][17] - The adjusted operating margin reached 16.4%, with a 24% incremental margin [7][16] - Cash flows from operations increased by 19% with a 94% cash conversion rate [9][21] Business Line Data and Key Metrics Changes - The Americas Welding segment's adjusted EBIT increased approximately 41% to $119 million, with an organic sales increase of approximately 27% [17][18] - The International Welding segment's adjusted EBIT decreased approximately 13% to $25 million, impacted by unfavorable foreign exchange translation [19] - The Harris Products Group's adjusted EBIT decreased approximately 10% to $14 million, with organic sales increasing approximately 11% [20] Market Data and Key Metrics Changes - Organic sales growth was achieved across all five end sectors, particularly in automotive transportation and energy investments [10][11] - Demand in heavy industries, general industries, and construction infrastructure maintained low to mid-teens percent growth rates [11][12] - The company noted challenges in Europe and China due to unique headwinds, but remains confident in growth in the Americas and automation [12] Company Strategy and Development Direction - The company is focused on its higher standard 2025 strategic initiatives, emphasizing customer service, innovation, and operational excellence [5][8] - A definitive agreement to acquire Fori Automation was announced, expected to enhance the company's automation portfolio and drive efficiencies [25][26] - The acquisition is projected to increase annual sales run rate to over $850 million, accelerating towards the $1 billion sales goal by 2025 [26][27] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving the high end of organic sales and incremental margin range for the year, despite caution regarding international markets [23][24] - The company is optimistic about the long-term growth catalysts, including the shortage of skilled welders and government investments in infrastructure [12] - Management highlighted the importance of addressing energy inflation and its potential impact on demand models in Europe [40][41] Other Important Information - The company returned $59 million to shareholders in the quarter through dividends and share repurchases, with a year-to-date total of $255 million [9][22] - The net debt position was reported at $638 million, allowing for a balanced capital allocation strategy [22] Q&A Session Summary Question: Automation trends and revenue targets - Management confirmed that the Fori acquisition was not initially part of the $1 billion revenue target for 2025, but it could potentially exceed that target due to strong growth trends in automation [32][34] Question: DC fast charge initiative - Management expressed excitement about the EV technologies and the potential market opportunity, highlighting their power electronics competencies [36][38] Question: International market stability - Management acknowledged uncertainty in Europe due to energy crises but noted stability in Turkey and India, with investments made in those regions [40][41] Question: Organic growth guidance - Management reiterated organic growth guidance, attributing potential moderation to tougher comparisons and currency impacts [45][46] Question: Fori acquisition details - Management did not disclose specific percentage mixes of welding automation versus material handling but emphasized the complementary nature of the acquisition [68][70]

September 15, 2022 LINCOLN ELECTRIC HOLDINGS, INC. Overview Lincoln Electric Holdings, Inc. Overview Virtual Nondeal Roadshow May 3, 2021 Gabe Bruno EVP & Chief Financial Officer Safe Harbor and Regulation G Disclosures Forward-Looking Statements: Statements made during this presentation which are not historical facts may be considered forward-looking statements. Forward-looking statements involve risks and uncertainties that could cause actual events or results to differ materially from those expressed or ...

August 10, 2022 LINCOLN ELECTRIC HOLDINGS, INC. Overview Lincoln Electric Holdings, Inc. Overview Virtual Nondeal Roadshow May 3, 2021 Gabe Bruno EVP & Chief Financial Officer Safe Harbor and Regulation G Disclosures Forward-Looking Statements: Statements made during this presentation which are not historical facts may be considered forward-looking statements. Forward-looking statements involve risks and uncertainties that could cause actual events or results to differ materially from those expressed or imp ...

July 28, 2022 Lincoln Electric Holdings, Inc. Overview Virtual Nondeal Roadshow May 3, 2021 Gabe Bruno EVP & Chief Financial Officer LINCOLN ELECTRIC HOLDINGS, INC. Q2 2022 Earnings Safe Harbor and Regulation G Disclosures Forward-Looking Statements: Statements made during this presentation which are not historical facts may be considered forward-looking statements. Forward-looking statements involve risks and uncertainties that could cause actual events or results to differ materially from those expressed ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________ to _____________ Commission File Number: 0-1402 LINCOLN ELECTRIC HOLDINGS, INC. (Exact name of registrant as specified in its charter) Ohi ...

Lincoln Electric Holdings, Inc. (NASDAQ:LECO) Q1 2022 Earnings Conference Call April 28, 2022 10:00 AM ET Company Participants Amanda Butler - VP, IR and Communications Christopher Mapes - Chairman, President and CEO Gabriel Bruno - CFO Conference Call Participants Bryan Blair - Oppenheimer Mig Dobre - Baird Dillon Cumming - Morgan Stanley Steve Barger - KeyBanc Capital Markets Adam Farley - Stifel Operator Greetings, and welcome to the Lincoln Electric First Quarter 2022 Financial Results Conference Call. ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Ohio 34-1860551 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) 22801 St. Clair Avenue, Cleveland, Ohio 44117 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition p ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 or (Exact name of registrant as specified in its charter) Ohio 34-1860551 (State or other jurisdiction of (I.R.S. Employer Identification No.) incorporation or organization) 22801 St. Clair Avenue, Cleveland, Ohio 44117 (Address of principal executive offices) (Zip Code) (216) 481 ...