Overview

• Industrial machinery leader's Q4 revenue rose 5.5% but missed analyst expectations

• Adjusted EPS for Q4 beat analyst estimates

• Company returned $507 mln to shareholders via dividends and share repurchases

Outlook

• Lincoln Electric did not provide specific financial guidance for 2026

Result Drivers

• SALES GROWTH - Q4 sales increased 5.5% driven by organic growth, acquisitions, and favorable foreign exchange

• COST MITIGATION - Co navigated dynamic environment by mitigating costs and reshaping business

• RISE STRATEGY - Co aims to drive growth and profitability with new RISE strategy

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 3 "hold" and 2 "sell" or "strong sell"

• The average consensus recommendation for the industrial machinery & equipment peer group is "buy"

• Wall Street's median 12-month price target for Lincoln Electric Holdings Inc is $280.00, about 3.6% below its February 11 closing price of $290.50

• The stock recently traded at 27 times the next 12-month earnings vs. a P/E of 22 three months ago

Press Release: ID:nBw5YK5YDa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)