Lincoln Electric Q4 revenue up 5.5% but misses estimates; EPS beats

Reuters
Feb 12
Lincoln Electric Q4 revenue up 5.5% but misses estimates; EPS beats

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

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 Sales

Miss

$1.08 bln

$1.10 bln (9 Analysts)

Q4 Adjusted EPS

Beat

$2.65

$2.54 (10 Analysts)

Q4 EPS

$2.45

Q4 Net Income

$136 mln

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.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10