Lincoln Electric Holdings, Inc.

LECO • Manufacturing - Tools & Accessories

$276.44

▲ +2.61 (+0.95%)

Precio actual

ResultadosÚltimo reporte: 30 jun 2026

PERFIL FAVORABLEAtractivaConfianza: 70%

Perfil cuantitativo — no constituye una recomendación de inversión.

Perfil cuantitativo — no constituye una recomendación de inversión.Metodología

Tesis del análisis: Alta calidad del negocio, con crecimiento y flujo de caja que respaldan el caso. La valoración todavía importa, pero el historial de ratios es favorable.

Capitalización

$15.23B

Crecimiento

4.3%

Flujo de caja

5/5

Tendencia

Stable

Evidencia

Márgenes estables o en mejora · 12.3%Crecimiento positivo de ingresos · 8.8%Flujo de caja libre positivo · 9.64Flujo de caja libre consistente · 5/5Nivel de deuda manejable · 0.88

Datos financieros hasta: 30 jun 2026, 12:00 a.m. UTCÚltima actualización de earnings: 30 jun 2026, 12:00 a.m. UTCÚltima actualización del perfil: 5 ago 2026, 2:27 p.m. UTC

Resumen de la compañía

Valoración, calidad, fortaleza financiera, momentum y datos de analistas.

Price$276.44

Change0.95%

Shares Out55.10M

Market Cap$15.23B

Enterprise Value$16.14B

52W Range216.22 - 310.00

Beta1.21

P/E27.52

P/S3.40

P/B9.80

P/FCF29.47

EV/Sales3.60

Price$276.44

Change0.95%

Shares Out55.10M

Market Cap$15.23B

Enterprise Value$16.14B

52W Range216.22 - 310.00

Beta1.21

P/E27.52

P/S3.40

P/B9.80

P/FCF29.47

EV/Sales3.60

EV/EBITDA18.07

EV/FCF31.23

Earnings Yield3.63%

FCF Yield3.39%

Dividend Yield1.12%

Gross Margin36.30%

Oper. Margin16.90%

Profit Margin12.30%

Debt/Eq0.88

Current Ratio1.82

Quick Ratio1.16

Revenue 5Y4.30%

FCF 5Y8.76%

Target$303.60

Target Upside9.82%

Target Median$300.00

Target Range275.00 - 340.00

Volume821.40K

Avg Volume353.03K

EPS Surprise0.08

ADN de inversión

Qué tan fuerte luce esta compañía para inversionistas de largo plazo

de 100

Calidad del negocio

Márgenes, ventaja competitiva, retornos

77/100

Fortaleza financiera

Deuda, caja, estabilidad

83/100

Potencial de crecimiento

Ingresos y expansión

92/100

Atractivo del precio

Barata o cara hoy

55/100

Por qué este puntaje▼

Márgenes estables o en mejora · 12.3%Crecimiento positivo de ingresos · 8.8%Flujo de caja libre positivo · 9.64Flujo de caja libre consistente · 5/5Nivel de deuda manejable · 0.88Liquidez saludable · 1.82

Analyst view

Analyst sentiment and price target

LECO

Analyst sentiment

Based on 22 analyst votes · 2026-09-05

66/100

Neutral

Bullish

Hold

Bearish

Precio objetivo

2026-07-31

Bajo

$250.00

Promedio

$304.00

Mediana

$310.00

Alto

$340.00

Resumen de la compañía

IPO: 4/7/1994

Industria: Manufacturing - Tools & Accessories

P/B i: 9.80

Deuda / Patrimonio i: 0.88

Margen operativo: 16.90%

Margen neto: 12.30%

ROE i: -

ROIC: -

Salud financiera

Puntaje17 / 20

Deuda / Patrimonio: 0.88

Ratio corriente: 1.82

Ratio rápido: 1.16

Estado: Strong

Transacciones internas

Actividad reciente de ejecutivos e insiders

Whaley Kevin J.

Transacción: 07/23/2026

VENTA

Cambio

-216

Precio

$250.38

Presentación

07/27/2026

Tipo

VENTA

Whitehead Michael J

Transacción: 06/16/2026

VENTA

Cambio

-845

Precio

$274.81

Presentación

06/18/2026

Tipo

VENTA

Doria Gregory

Transacción: 05/01/2026

VENTA

Cambio

-44

Precio

$266.25

Presentación

05/05/2026

Tipo

VENTA

Insider	Tipo	Cambio	Precio	Transacción	Presentación
Whaley Kevin J.	VENTA	-216	$250.38	07/23/2026	07/27/2026
Whitehead Michael J	VENTA	-845	$274.81	06/16/2026	06/18/2026
Doria Gregory	VENTA	-44	$266.25	05/01/2026	05/05/2026
Chambers Brian	COMPRA	+688	Not reported	04/17/2026	04/20/2026
ESPELAND CURTIS E	COMPRA	+688	Not reported	04/17/2026	04/20/2026
Falotico Nancy Joy	COMPRA	+688	Not reported	04/17/2026	04/20/2026
Fetch Bonnie J	COMPRA	+688	Not reported	04/17/2026	04/20/2026
Goris Patrick P.	COMPRA	+688	Not reported	04/17/2026	04/20/2026
Hilton Michael F	COMPRA	+688	Not reported	04/17/2026	04/20/2026
Howze Marc A	COMPRA	+688	Not reported	04/17/2026	04/20/2026
Lincoln Kathryn Jo	COMPRA	+688	Not reported	04/17/2026	04/20/2026
Benny Purushotam Patel	COMPRA	+688	Not reported	04/17/2026	04/20/2026
Whaley Kevin J.	OTRO	+2,394	$289.04	02/19/2026	03/19/2026
Whaley Kevin J.	OTRO	0	Not reported	02/19/2026	03/19/2026
Bruno Gabriel	VENTA	-17,473	$114.27	03/02/2026	03/04/2026
Bruno Gabriel	VENTA	-2,898	Not reported	03/02/2026	03/04/2026
Hedlund Steven B	COMPRA	+3,182	Not reported	03/02/2026	03/04/2026
Ansberry Jennifer I	VENTA	-770	$287.09	03/02/2026	03/04/2026
Whitehead Michael J	VENTA	-199	$287.09	03/02/2026	03/04/2026
Doria Gregory	VENTA	-146	$287.09	03/02/2026	03/04/2026

Sobre la compañía

Lincoln Electric Holdings, Inc.

Lincoln Electric Holdings, Inc., an enterprise established in Cleveland, Ohio, in 1895, operates globally, focusing on the innovation, production, and sale of equipment and materials for welding, cutting, and brazing applications. The company is organized into three distinct divisions: Americas Welding, International Welding, and The Harris Products Group. Its extensive product portfolio encompasses a broad spectrum of welding machinery, including arc welding power sources, plasma cutters, wire feeding systems, automated robotic welding setups, comprehensive automation solutions, and fume extraction devices. Additionally, Lincoln Electric provides a variety of consumables such as electrodes, fluxes, various welding accessories, and specialized welding and fabrication materials. Beyond welding, the firm manufactures computer-controlled plasma and oxy-fuel cutting systems, along with regulators and torches essential for oxy-fuel welding, cutting, and brazing. It also supplies consumable alloys for the brazing and soldering markets. The company maintains a retail presence within the United States. Furthermore, it fabricates copper and aluminum headers, distributor assemblies, and manifolds specifically for the heating, ventilation, and air conditioning (HVAC) sector in both the U.S. and Mexico. Lincoln Electric serves a wide array of sectors, including general fabrication, energy and process, automotive and transportation, construction and infrastructure, heavy fabrication, shipbuilding, and maintenance and repair. Its offerings are distributed to end-users via direct sales, industrial distributors, retail channels, and independent agents.

Fuente - Link

Competidores

ATI AVY BLDR HII IEX MLI NDSN RBC SWK WCC

Tamaño = capitalización · color = línea del gráfico

Rendimiento de peers · 1A

Top performers + empresa seleccionada

Ultimas Noticias

Canada Pension Plan Investment Board Makes New $361,000 Investment in Lincoln Electric Holdings, Inc. $LECO

Canada Pension Plan Investment Board purchased a new position in Lincoln Electric Holdings, Inc. (NASDAQ: LECO) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 10,200 shares of the industrial products company's stock, valued at approximately $361,000. Other hedge funds and other

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Lincoln Electric Announces September 2026 Events With the Financial Community

CLEVELAND--(BUSINESS WIRE)-- #LEA--Lincoln Electric Holdings, Inc., (Nasdaq: LECO) today announced participation in the following upcoming events with the financial community in the month of September: 2026 Jefferies Global Industrials Conference Thursday, September 10, 2026 8:50 am ET live webcast New York, NY Gabe Bruno, Executive Vice President and Chief Financial Officer Morgan Stanley 14th Annual Laguna Conference Thursday, September 17, 2026 9:15 am PT (12:15 pm ET) live webcast Dana Point, CA G.

Business Wire

Connor Clark & Lunn Investment Management Ltd. Invests $605,000 in Lincoln Electric Holdings, Inc. $LECO

Connor Clark and Lunn Investment Management Ltd. acquired a new stake in shares of Lincoln Electric Holdings, Inc. (NASDAQ: LECO) during the quarter, according to its most recent disclosure with the SEC. The fund acquired 17,109 shares of the industrial products company's stock, valued at approximately $605,000. A number of other hedge

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Sorpresas de ganancias

Período	Estimado	Real	Sorpresa
2026-04-30	2.42	2.5	0.08
2026-02-12	2.54	2.65	0.11
2025-10-30	2.39	2.47	0.08
2025-07-31	2.31	2.6	0.29
2025-04-30	2.23	2.16	-0.07
2025-02-13	2.03	2.57	0.54
2024-10-31	2.08	2.14	0.06
2024-07-31	2.3	2.34	0.04
2024-04-25	2.17	2.23	0.06
2024-02-15	2.18	2.45	0.27
2023-10-27	2.25	2.4	0.15
2023-07-27	2.32	2.44	0.12