Business Description

Lincoln Electric Holdings Inc., founded in 1895 and based in Cleveland, Ohio, is a global manufacturer specializing in welding equipment, consumables, and automation solutions. It generates revenue through diversified sales to both small fabricators and large industrial customers. Under CEO Christopher A. Brandt’s leadership since 2016, the company holds an estimated 15-20% market share in key regions. Focused on expanding its automation offerings and global footprint, it continues to navigate challenges like supply chain disruptions and raw material cost fluctuations.

Financial Statements

In thousands, USD
FY 2025FY 2024FY 2023FY 2022
Total Revenues4,233,0004,008,6704,191,6403,761,210
Cost of Sales2,698,7502,535,7602,726,1902,480,450
Gross Profit1,534,2501,472,9101,465,4501,280,760
Selling, General & Administrative Expenses797,994780,590758,910656,636
Other Operating Expenses18,19955,860(11,314)11,788
Operating Profit718,059636,462717,849612,336
Interest Expense(51,561)(42,786)(44,371)(29,500)
Total Non-Operating Income(51,561)(42,786)(44,371)(29,500)
Income Before Provision for Income Taxes666,498593,676673,478582,836
Provision for Income Taxes154,917128,041141,618
Consolidated Net Income511,581465,635531,860582,836
Net Income Attributable to Common Shareholders520,533466,108545,248582,836
Basic EPS9.398.239.508.14
Diluted EPS9.328.159.378.04
Basic Weighted Average Shares Outstanding55,41056,63957,36458,030
Diluted Weighted Average Shares Outstanding55,87557,19458,22158,749
Shares Outstanding54,84656,21156,97657,624
FY 2025FY 2024FY 2023FY 2022
Cash and Cash Equivalents308,789377,262393,787197,150
Total Cash and Cash Equivalents308,789377,262393,787197,150
Accounts Receivable538,791481,979538,830541,529
Total Trade Receivables538,791481,979538,830541,529
Inventories633,364544,037562,864665,451
Other Current Assets258,568242,003197,630153,660
Total Current Assets1,739,5101,645,2801,693,1101,557,790
Net Property, Plant & Equipment544,871
Net Intangible Assets250,424221,005186,667202,706
Goodwill886,686804,927694,452665,257
Other Long-Term Assets47,07777,61145,17622,811
Total Assets3,777,5803,520,1403,377,3003,180,550
Accounts Payable364,934296,590325,435352,079
Accrued Expenses116,158104,374112,373109,369
Short-Term Debt143,78010,5202,43582,444
Current Portion of Long-Term Debt100,004411,039
Other Current Liabilities43,32842,15840,45336,879
Total Current Liabilities956,691878,802754,610852,897
Long-Term Debt1,150,2301,150,5501,102,7701,110,400
Other Long-Term Liabilities52,10410,46413,14617,022
Total Long-Term Liabilities1,202,3301,161,0201,115,9201,127,420
Total Liabilities2,307,7802,192,7102,068,4502,146,510
Common Stock9,8589,8589,8589,858
Treasury Stock(3,277,780)(2,942,050)(2,682,550)(2,488,780)
Additional Paid-in Capital601,566566,740523,357481,857
Accumulated Other Comprehensive Income(205,931)(300,135)(229,847)(275,398)
Retained Earnings4,342,0803,993,0203,688,0403,306,500
Total Common Shareholders' Equity1,469,7901,327,4301,308,8501,034,040
Total Shareholders' Equity1,469,7901,327,4301,308,8501,034,040
Total Liabilities and Shareholders' Equity3,777,5803,520,1403,377,3003,180,550
FY 2025FY 2024FY 2023FY 2022
Net Income520,533466,108545,248472,224
Depreciation & Amortization98,54688,23886,67078,059
Share-Based Compensation Expense20,34824,05226,23125,267
Other Adjustments87,259(22,429)(69,798)(28,125)
Changes in Trade Receivables(26,433)52,82914,980(65,010)
Changes in Inventories(47,783)25,355122,094(81,188)
Changes in Accounts Payable56,257(27,189)(32,028)16,852
Changes in Accrued Expenses(26,090)32,70310,056(8,199)
Changes in Other Operating Activities(21,464)(40,690)(35,911)(26,494)
Cash from Operating Activities661,173598,977667,542383,386
Capital Expenditure(126,974)(116,603)(90,987)(71,883)
Proceeds from Sale of Property, Plant & Equipment7,1787,79849,4943,331
Payments for Business Acquisitions(137,530)(252,746)(32,685)(436,298)
Other Investing Activities320(551)159
Cash from Investing Activities(257,326)(361,231)(74,729)(504,691)
Issuance of Short-Term Debt133,2528,449(79,873)34,351
Net Issuance / (Repayments) of Short-Term Debt133,2528,449(79,873)34,351
Issuance of Long-Term Debt550,000405,444
Repayments of Long-Term Debt(100,169)(400,677)(8,109)
Net Issuance / (Repayments) of Long-Term Debt(100,169)149,323(8,109)405,444
Issuance of Common Shares11,57827,40422,3656,385
Repurchases of Common Shares(338,308)(263,751)(198,765)(181,293)
Net Issuance / (Repurchases) of Common Shares(326,730)(236,347)(176,400)(174,908)
Common Share Dividends Paid(168,240)(162,143)(148,010)(130,724)
Other Financing Activities(3,922)(438)
Cash from Financing Activities(461,887)(244,640)(412,392)133,725
Effect of Exchange Rate Changes on Cash and Cash Equivalents(10,433)(9,631)16,216(8,228)
Increase / (Decrease) in Cash, Cash Equivalents and Restricted Cash(68,473)(16,525)196,6374,192

Key Metrics & Ratios

MetricValue
Market Cap$13.14B
P/E25.71x
P/S3.10x
EV/EBITDA17.30x
Return on Equity36.6%
Return on Invested Capital19.2%
Current Ratio1.82x
Dividend Yield1.3%
Free Cash Flow Margin12.6%

Margins

Gross margin
36.2%
Operating margin
17.0%
Net margin
12.1%

Quarterly Trend

QuarterRevenueYoY growthOperating marginOperating income
Q1 2026 $1.12B +11.7% 16.6% $186M
Q4 2025 $1.08B +5.5% 17.1% $184M
Q3 2025 $1.06B +7.9% 16.6% $177M
Q2 2025 $1.09B +6.6% 17.6% $192M
Q1 2025 $1.00B 16.4% $165M
Q4 2024 $1.02B 17.3% $177M
Q3 2024 $984M 14.8% $146M
Q2 2024 $1.02B 14.6% $149M

More on Lincoln Electric Holdings Inc.

Financial data last updated 2026-06-19. Figures compiled from public company filings.

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