Lincoln Electric
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Description
Company and Business Model
Lincoln Electric is a global leader in the design and manufacture of welding products, including arc welding equipment, robotic welding systems, and plasma cutting equipment. The company operates primarily in the industrials sector, with major business segments including welding, cutting, and automation solutions. Its main revenue sources are derived from the sale of welding consumables, equipment, and related services to various industries such as construction, automotive, and manufacturing.
Investment Profile
The investment profile of Lincoln Electric is more aligned with balanced investors, given its stable revenue growth and established market position. The company demonstrates consistent performance, making it suitable for those seeking a mix of capital appreciation and potential income. The stock's characteristics suggest a moderate risk profile, appealing to investors with a medium to long-term horizon.
Fundamental metrics (experimental) Updated: 2026-09-21
- EPS (TTM) — earnings per share for the last 12 months, $
- 10.10
- Revenue QoQ — quarter-over-quarter revenue growth
- 8.8%
- EPS surprise
- 4.3%
- 20d volatility
- 2.1%
- Dividend yield
- 1.5%
- last ex-date
- 2026-09-30
| Date | Before | After | Reason |
|---|---|---|---|
| 2026-09-17 | Sell | Buy | Solid fundamentals, but mixed momentum signals present uncertainty. |
| 2026-09-11 | Buy | Sell | Weak momentum and high risk overshadow fundamentals. |
| 2026-09-10 | Hold | Buy | Solid fundamentals but recent negative momentum concerns. |
| 2026-09-02 | Buy | Hold | Weak momentum and high risk overshadow potential upside. |
| 2026-08-20 | Hold | Buy | Strong fundamentals but mixed momentum signals. |
| 2026-08-12 | — | Hold | Strong earnings growth and positive momentum indicators. |
| Date | Analyst | Action | Target | Price Then |
|---|---|---|---|---|
| 2026-08-10 | UBS | Update | — → 340 | 277.33 |
| 2026-08-10 | Morgan Stanley | Update | — → 283 | 281.96 |
| 2026-06-15 | D.A. Davidson | Update | — → 320 | 267.86 |
| 2026-05-05 | Barclays | Target Raised | 280 → 300 | 262.06 |
| 2026-05-04 | Morgan Stanley | Target Raised | 247 → 250 | 267.245 |
| 2026-05-01 | Stifel Nicolaus | Target Raised | 264 → 275 | 265 |
| 2026-02-17 | Seaport Global | Target Raised | 275 → 320 | 289.735 |
| 2026-02-17 | Morgan Stanley | Target Raised | 208 → 240 | 289.2775 |
| 2026-02-13 | Robert W. Baird | Target Raised | 295 → 330 | 295.2839 |
| 2026-02-13 | Stifel Nicolaus | Target Raised | 253 → 300 | 296.14 |