Inferra AI / Company / LECO

Lincoln Electric Holdings Inc.

LECO · Industrials

Last earnings Oct 27, 2026

Key results

Net revenuequarter

7.9%

com LINCOLN ELECTRIC REPORTS THIRD QUARTER 2025 RESULTS Third Quarter 2025 Highlights Net sales increase 7.9% to $1,061 million; organic sales increase 5.6% Operating income margin of 16.6%; Adjusted operating income margin of 17.4% EPS of $2.21; Adjusted EPS of $2.47 Cash flows from operations of $237 million; 149% cash conversion Returned $94 million to shareholders through dividends and share repurchases CLEVELAND, Thursday, October 30, 2025 - Lincoln Electric Holdings, Inc.

SEC original ↗Lincoln Electric Holdings Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Revenuequarter

5.6%

com LINCOLN ELECTRIC REPORTS THIRD QUARTER 2025 RESULTS Third Quarter 2025 Highlights Net sales increase 7.9% to $1,061 million; organic sales increase 5.6% Operating income margin of 16.6%; Adjusted operating income margin of 17.4% EPS of $2.21; Adjusted EPS of $2.47 Cash flows from operations of $237 million; 149% cash conversion Returned $94 million to shareholders through dividends and share repurchases CLEVELAND, Thursday, October 30, 2025 - Lincoln Electric Holdings, Inc.

SEC original ↗Lincoln Electric Holdings Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Operating incomequarter

16.6%

com LINCOLN ELECTRIC REPORTS THIRD QUARTER 2025 RESULTS Third Quarter 2025 Highlights Net sales increase 7.9% to $1,061 million; organic sales increase 5.6% Operating income margin of 16.6%; Adjusted operating income margin of 17.4% EPS of $2.21; Adjusted EPS of $2.47 Cash flows from operations of $237 million; 149% cash conversion Returned $94 million to shareholders through dividends and share repurchases CLEVELAND, Thursday, October 30, 2025 - Lincoln Electric Holdings, Inc.

SEC original ↗Lincoln Electric Holdings Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Adjusted operating incomequarter

17.4%

com LINCOLN ELECTRIC REPORTS THIRD QUARTER 2025 RESULTS Third Quarter 2025 Highlights Net sales increase 7.9% to $1,061 million; organic sales increase 5.6% Operating income margin of 16.6%; Adjusted operating income margin of 17.4% EPS of $2.21; Adjusted EPS of $2.47 Cash flows from operations of $237 million; 149% cash conversion Returned $94 million to shareholders through dividends and share repurchases CLEVELAND, Thursday, October 30, 2025 - Lincoln Electric Holdings, Inc.

SEC original ↗Lincoln Electric Holdings Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025

EPSquarter

$2.21

com LINCOLN ELECTRIC REPORTS THIRD QUARTER 2025 RESULTS Third Quarter 2025 Highlights Net sales increase 7.9% to $1,061 million; organic sales increase 5.6% Operating income margin of 16.6%; Adjusted operating income margin of 17.4% EPS of $2.21; Adjusted EPS of $2.47 Cash flows from operations of $237 million; 149% cash conversion Returned $94 million to shareholders through dividends and share repurchases CLEVELAND, Thursday, October 30, 2025 - Lincoln Electric Holdings, Inc.

SEC original ↗Lincoln Electric Holdings Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Net incomequarter

$122.6 million

(the Company ) (Nasdaq: LECO) today reported third quarter 2025 net income of $122.6 million, or diluted earnings per share (EPS) of $2.21, which includes special item after-tax net charges of $14.6 million, or $0.26 EPS.

SEC original ↗Lincoln Electric Holdings Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025

This compares with prior year period net income of $100.8 million, or $1.77 EPS, which included special item after-tax net charges of $21.6 million, or $0.37 EPS.

SEC original ↗Lincoln Electric Holdings Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Adjusted net incomequarter

$137.2 million

Excluding special items, third quarter 2025 adjusted net income was $137.2 million, or $2.47 adjusted EPS.

SEC original ↗Lincoln Electric Holdings Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025

This compares with adjusted net income of $122.4 million, or $2.14 adjusted EPS, in the prior year period.

SEC original ↗Lincoln Electric Holdings Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Operating income for the third quarter 2025 was $176.7 million, or 16.6% of sales.

SEC original ↗Lincoln Electric Holdings Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025

This compares with operating income of $145.6 million, or 14.8% of sales, in the prior year period.

SEC original ↗Lincoln Electric Holdings Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Excluding special items, adjusted operating income was $184.6 million, or 17.4% of sales, as compared with $169.8 million, or 17.3% of sales, in the prior year period.

SEC original ↗Lincoln Electric Holdings Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025

AI analysis

Q3 2025 · reported Oct 30, 2025

Based on: Earnings release + parent 8-K — transcript not held

EPS · Q3 2025
$2.21
EX-99 · Oct 30, 2025
Net income · Q3 2025
$122.6M
EX-99 · Oct 30, 2025
Adjusted net income · Q3 2025
$137.2M
EX-99 · Oct 30, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
Net revenue7.9%——
Revenue5.6%——
Operating income16.6%——
Adjusted operating income17.4%——
EPS$2.21——
Net income$122.6 million——
Adjusted net income$137.2 million——

EX-99 · Oct 30, 2025

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Net revenue7.9%
Revenue5.6%
Operating income16.6%
Adjusted operating income17.4%
EPS$2.21
Dividend$0.79

com LINCOLN ELECTRIC REPORTS THIRD QUARTER 2025 RESULTS Third Quarter 2025 Highlights Net sales increase 7.9% to $1,061 million; organic sales increase 5.6% Operating income margin of 16.6%; Adjusted operating income margin of 17.4% EPS of $2.21; Adjusted EPS of $2.47 Cash flows from operations of $237 million; 149% cash conversion Returned $94 million to shareholders through dividends and share repurchases CLEVELAND, Thursday, October 30, 2025 - Lincoln Electric Holdings, Inc.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

We achieved strong quarterly results with an increase in profit margins, solid adjusted earnings growth, and record cash flow generation, said Steven B

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

com LINCOLN ELECTRIC REPORTS THIRD QUARTER 2025 RESULTS Third Quarter 2025 Highlights Net sales increase 7.9% to $1,061 million; organic sales increase 5.6% Operating income margin of 16.6%; Adjusted operating income margin of 17.4% EPS of $2.21; Adjusted EPS of $2.47 Cash flows from operations of $237 million; 149% cash conversion Returned $94 million to shareholders through dividends and share repurchases CLEVELAND, Thursday, October 30, 2025 - Lincoln Electric Holdings, Inc.

SEC original ↗Lincoln Electric Holdings Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Dividend The Company s Board of Directors declared a quarterly cash dividend of $0.79 per share, or $3.16 per share on an annualized basis, a 5.3% increase from the prior quarterly cash dividend.

SEC original ↗Lincoln Electric Holdings Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025

The declared quarterly cash dividend of $0.79 per share is payable January 15, 2026 to shareholders of record as of December 31, 2025.

SEC original ↗Lincoln Electric Holdings Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Risks & headwinds

These statements reflect management s current expectations and involve a number of risks and uncertainties.

SEC original ↗Lincoln Electric Holdings Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Actual results may differ materially from such statements due to a variety of factors that could adversely affect the Company s operating results.

SEC original ↗Lincoln Electric Holdings Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Documents

Filings

26 documents

Earnings releases

11 documents

Presentations

0 documents

No presentations for Lincoln Electric Holdings Inc. are held in this edition of the library.

Transcripts

0 documents

No transcripts for Lincoln Electric Holdings Inc. are held in this edition of the library.

Mentioned by

6 companies

Other tracked companies whose held documents mention Lincoln Electric Holdings Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.