CoverageForm 410-K10-Q8-K13D13G13F

LECO · Lincoln Electric Holdings Inc - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · LECO

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$1.12B-$1.06B$1.09B$1.00B-$983.76M$1.02B$981.20M-
Cost of Revenue$722.30M-$671.92M$683.13M$638.94M-$631.68M$637.87M$612.80M-
Gross Profit$399.13M-$389.31M$405.55M$365.45M-$352.08M$383.81M$368.40M-
R&D----------
SG&A$210.81M-$206.82M$210.86M$196.66M-$186.29M$208.49M$198.75M-
Total Operating Expenses----------
D&A$26.01M-$22.64M$20.86M$23.78M---$21.59M-
Operating Income$186.16M-$176.66M$192.14M$164.92M-$145.56M$148.84M$165.05M-
Interest Expense$14.76M-$15.15M$12.63M$12.00M-$14.08M$12.63M$12.00M-
Income Tax$36.97M-$43.37M$40.16M$34.75M-$31.19M$34.92M$35.12M-
Net Income$136.38M-$122.63M$143.40M$118.49M-$100.76M$101.71M$123.42M-
EPS - Basic$2.49-$2.23$2.58$2.11-$1.78$1.79$2.17-
EPS - Diluted$2.47-$2.21$2.56$2.10-$1.77$1.77$2.14-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$298.90M$308.79M$293.00M$299.48M$394.70M$377.26M$404.22M$272.67M$374.98M$393.79M
Accounts Receivable$598.32M$538.79M$501.54M$554.28M$522.72M$481.98M$517.03M$549.24M$544.51M$538.83M
Inventory$693.94M$633.36M$671.51M$621.44M$574.33M$544.04M$612.41M$582.73M$567.28M$562.86M
Accounts Payable$448.14M$364.93M$398.72M$375.83M$365.27M$296.59M$323.58M$351.44M$327.80M$325.44M
Current Assets$1.86B$1.74B$1.78B$1.73B$1.73B$1.65B$1.76B$1.61B$1.68B$1.69B
Total Assets$3.90B$3.78B$3.82B$3.73B$3.63B$3.52B$3.66B$3.42B$3.38B$3.38B
Current Liabilities$1.02B$956.69M$1.04B$1.03B$969.85M$878.80M$951.34M$783.57M$748.87M$754.61M
Long-term Debt$1.15B$1.15B$1.15B$1.15B$1.15B$1.15B$1.15B$1.10B$1.10B$1.10B
Total Liabilities$2.39B$2.31B$2.40B$2.35B$2.28B$2.19B$2.33B$2.10B$2.07B$2.07B
Stockholders' Equity$1.51B$1.47B$1.41B$1.38B$1.34B$1.33B$1.34B$1.31B$1.31B$1.31B
Retained Earnings$4.44B$4.34B$4.25B$4.17B$4.07B$3.99B$3.89B$3.83B$3.77B$3.69B

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$102.17M---$185.69M---$133.29M-
Investing Cash Flow($38.72M)---($22.30M)---($25.94M)-
Financing Cash Flow($72.57M)---($144.49M)---($125.40M)-
CapEx$39.16M--$25.44M$26.95M---$26.26M-
Free Cash Flow$63.01M---$158.74M---$107.04M-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin35.6%-36.7%37.3%36.4%-35.8%37.6%37.5%-
Operating margin16.6%-16.6%17.6%16.4%-14.8%14.6%16.8%-
EBITDA margin18.9%-18.8%19.6%18.8%---19.0%-
Net margin12.2%-11.6%13.2%11.8%-10.2%10.0%12.6%-
Free cash flow margin5.6%---15.8%---10.9%-
FCF / Net income0.46---1.34---0.87-
R&D / Revenue----------
SG&A / Revenue18.8%-19.5%19.4%19.6%-18.9%20.4%20.3%-
Effective tax rate21.3%-26.1%21.9%22.7%-23.6%25.6%22.2%-
Return on assets3.5%-3.2%3.8%3.3%-2.7%3.0%3.7%-
Return on equity9.0%-8.7%10.4%8.8%-7.5%7.7%9.4%-
Return on invested capital5.5%-5.1%5.9%5.1%-4.5%4.6%5.3%-
Liquidity
Current ratio1.831.821.711.681.781.871.852.062.242.24
Quick ratio1.151.161.071.081.191.251.201.311.491.50
Cash ratio0.290.320.280.290.410.430.420.350.500.52
Leverage
Debt / Equity0.760.780.810.830.860.870.860.840.840.84
Debt / Assets0.290.300.300.310.320.330.310.320.330.33
Debt / EBITDA5.42-5.775.406.10---5.91-
Interest coverage12.6x-11.7x15.2x13.7x-10.3x11.8x13.8x-
Equity multiplier2.582.572.702.702.702.652.742.602.582.58
Liabilities / Assets0.610.610.630.630.630.620.630.620.610.61
Efficiency
Asset turnover0.29-0.280.290.28-0.270.300.29-
Inventory turnover1.04-1.001.101.11-1.031.091.08-
Days sales outstanding195d-172d186d190d-192d196d203d-
Days inventory outstanding351d-365d332d328d-354d333d338d-
Days payable outstanding226d-217d201d209d-187d201d195d-
Cash conversion cycle319d-321d317d309d-359d329d345d-
Valuation
P / E100.8x-106.7x81.0x90.1x-108.5x106.6x119.4x-
P / B9.1x-9.3x8.4x8.0x-8.2x8.2x11.3x-
P / S12.3x-12.3x10.7x10.6x-11.1x10.6x15.0x-
EV / EBITDA69.0x-70.1x58.5x60.7x---82.8x-
Growth
Revenue growth (YoY)11.7%-7.9%6.6%2.4%--4.8%-3.7%-5.6%-
Revenue CAGR (3y)2.6%-4.3%3.9%2.8%-6.8%7.3%9.0%-
Revenue CAGR (5y)8.2%-9.7%13.0%7.4%-6.1%5.6%5.3%-
Gross profit growth (YoY)9.2%-10.6%5.7%-0.8%--3.7%2.8%3.7%-
Operating income growth (YoY)12.9%-21.4%29.1%-0.1%--15.1%-16.4%0.4%-
Net income growth (YoY)15.1%-21.7%41.0%-4.0%--22.1%-25.9%1.2%-
EPS growth (YoY)17.6%-24.9%44.6%-1.9%--20.3%-25.0%2.4%-
EPS CAGR (3y)5.7%-5.7%5.5%-0.5%-49.5%3.4%20.3%-
EPS CAGR (5y)15.0%-17.9%41.6%18.2%-8.6%5.4%13.8%-
FCF growth (YoY)-60.3%---48.3%---1.8%-
FCF CAGR (5y)12.3%---73.3%---61.9%-
Book value growth (YoY)12.8%10.7%5.6%5.1%2.5%1.4%9.3%9.3%16.2%26.6%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$8.47B total
Reportable Segment Aggregation Before Other Operating Segment$4.23B · 50.0%
Americas Welding$2.72B · 32.2%
International Welding$930.87M · 11.0%
Harris Products Group$578.58M · 6.8%

Product / service

$4.23B total
Welding Consumables$2.28B · 53.9%
Welding Equipment$1.08B · 25.5%
Welding Automation$870.30M · 20.6%

Geographic

$4.23B total
US$2.63B · 62.2%
Non Us$1.60B · 37.8%

Peer comparison

Same SIC group: Metalworkg Machinery & Equipment

CompanyRevenue (last FY)Net marginROE
SPXC$2.27B10.8%10.9%
NNBR$422.21M-8.1%-100.0%
FLOW$1.53B4.4%6.4%
PFIN$59.04M-2.5%-3.5%
CVR$27.89M-3.9%-5.8%

Comparing LINCOLN ELECTRIC HOLDINGS INC against the 5 most active filers in the same SIC group.

Dividends

$3.08/share trailing 12 months · +5.5% YoY

Ex-datePer share
Mar 31, 2026$0.7900
Dec 31, 2025$0.7900
Sep 30, 2025$0.7500
Jun 30, 2025$0.7500
Mar 31, 2025$0.7500
Dec 31, 2024$0.7500
Sep 30, 2024$0.7100
Jun 28, 2024$0.7100
Mar 27, 2024$0.7100
Dec 28, 2023$0.7100
Sep 28, 2023$0.6400
Jun 29, 2023$0.6400
Mar 30, 2023$0.6400
Dec 29, 2022$0.6400
Sep 29, 2022$0.5600
Jun 29, 2022$0.5600
Mar 30, 2022$0.5600
Dec 30, 2021$0.5600
Sep 29, 2021$0.5100
Jun 29, 2021$0.5100
Mar 30, 2021$0.5100
Dec 30, 2020$0.5100
Sep 29, 2020$0.4900
Jun 29, 2020$0.4900