Lincoln Electric(US:LECO) ZACKS·2025-10-30 13:50Core Insights - Lincoln Electric Holdings (LECO) reported quarterly earnings of $2.47 per share, exceeding the Zacks Consensus Estimate of $2.39 per share, and up from $2.14 per share a year ago [1][2] - The company achieved revenues of $1.06 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.91%, compared to $983.76 million in the same quarter last year [3] - The stock has increased approximately 25.1% year-to-date, outperforming the S&P 500's gain of 17.2% [4] Earnings Performance - The earnings surprise for the recent quarter was +3.35%, following a previous quarter surprise of +12.07% [2] - Over the last four quarters, Lincoln Electric has exceeded consensus EPS estimates three times [2] Revenue Performance - The company has topped consensus revenue estimates four times over the last four quarters [3] - Current consensus EPS estimate for the upcoming quarter is $2.56 on revenues of $1.08 billion, and for the current fiscal year, it is $9.71 on revenues of $4.22 billion [8] Industry Outlook - Lincoln Electric operates within the Manufacturing - Tools & Related Products industry, which is currently ranked in the top 30% of over 250 Zacks industries [9] - The industry has shown a strong correlation between near-term stock movements and trends in earnings estimate revisions [6] Future Expectations - The company's favorable estimate revisions trend prior to the earnings release has resulted in a Zacks Rank 2 (Buy), indicating expected outperformance in the near future [7] - The upcoming earnings report for Stanley Black & Decker (SWK), another company in the same industry, is anticipated to provide further context for industry performance [10][11]