Lincoln Electric(US:LECO) ZACKS·2025-10-30 15:01Core Insights - Lincoln Electric Holdings (LECO) reported revenue of $1.06 billion for the quarter ended September 2025, marking a year-over-year increase of 7.9% and an EPS of $2.47 compared to $2.14 a year ago, exceeding Zacks Consensus Estimates [1] Financial Performance - The revenue of $1.06 billion surpassed the Zacks Consensus Estimate of $1.04 billion by +1.91% [1] - The EPS of $2.47 also exceeded the consensus estimate of $2.39, resulting in a surprise of +3.35% [1] - The Harris Products Group net sales reached $149.8 million, exceeding the four-analyst average estimate of $140.54 million, with a year-over-year change of +14.8% [4] - Total sales for the Harris Products Group were $153.25 million, above the average estimate of $143.98 million, reflecting a year-over-year change of +14.7% [4] - International Welding total sales were $229.46 million, slightly above the average estimate of $229.27 million, with a year-over-year change of +2.6% [4] - Americas Welding total sales reached $721.85 million, surpassing the average estimate of $706.38 million, indicating a year-over-year change of +8.1% [4] Segment Performance - Net sales for Americas Welding were $691.79 million, exceeding the average estimate of $671.09 million, with a year-over-year change of +8.6% [4] - Inter-segment sales for International Welding were $9.83 million, above the average estimate of $7.69 million, representing a year-over-year change of +33.4% [4] - Adjusted EBIT for Americas Welding was $131.62 million, slightly below the five-analyst average estimate of $132.17 million [4] - Adjusted EBIT for International Welding was $25.82 million, exceeding the five-analyst average estimate of $25.27 million [4] Stock Performance - Lincoln Electric shares returned +1.1% over the past month, compared to the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential outperformance against the broader market in the near term [3]