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LINCOLN ELECTRIC HOLDINGS INC

LECO

CIK 0000059527 · Quarterly mode · latest period FY2026 (Q1) (ending 2026-03-31) · sourced from SEC EDGAR

At a glance · FY2026 (Q1)

Revenue
$1.12B
↑+11.7% +$117Mvs FY2025 (Q1)
Operating Income
$186M
↑+12.9% +$21Mvs FY2025 (Q1)
Net Income
$136M
↑+15.1% +$18Mvs FY2025 (Q1)
Gross Profit
$399M
↑+9.2% +$34Mvs FY2025 (Q1)

Quality Score

Quality score

6-dimension fundamental snapshot · latest annual filed values · S&P 500 calibration

Strong
69/100
  • Profitability
    84ROIC 21.7% (10% = solid, 20%+ = moat)
  • Liquidity
    66Current Ratio 1.82 (above 1.5 = solid)
  • Leverage
    61D/E 0.78 (under 0.5 = conservative)
  • Efficiency
    74Asset Turnover 1.16x (1.0+ = capital-efficient)
  • Growth
    56Revenue YoY +11.7% (10% = solid, 25%+ = elite)
  • Margin Trend
    70Op Margin 16.6% · trend +1.2pts (4Q avg vs prior 4Q)

Calibrated to S&P 500 medians. Each sub-score is computed from a single CFA-grade ratio (Profitability = ROIC, Liquidity = Current Ratio, Leverage = D/E, Efficiency = Asset Turnover, Growth = Revenue YoY, Margin Trend = 4Q operating-margin avg vs prior 4Q). Overall = simple mean.

DCF intrinsic value

DCF intrinsic value

two-stage Gordon model

Project LECO's free cash flow forward, discount back at your hurdle rate, divide by diluted shares. Edit the assumptions to see how sensitive the intrinsic value is.

20%

Trailing 3-yr CAGR was 19.7%

10%

10% is a common all-equity benchmark for US large-caps

2.5%

Should be ≤ long-run GDP growth (~2.5% nominal)

5

5-year explicit projection + perpetuity terminal

Intrinsic value per share
$264.41
Total enterprise IV
$14.77B
Diluted shares
0.06B
Terminal PV
$11.28B (76% of total)
Year-5 FCF
$1.33B
YearProjected FCFDiscounted PV
+1$641M$583M
+2$769M$636M
+3$923M$694M
+4$1.11B$757M
+5$1.33B$825M
Terminal$18.17B$11.28B

DCF outputs are HIGHLY sensitive to growth + WACC assumptions. A 1pp WACC change can shift IV by 20%+. Use this as a sanity-check vs market price, not a target — and always cross-check the underlying FCF source (EDGAR cashflow statement, latest annual). Margin of safety convention: 30-50% discount to IV before buying.

Capital allocation · trailing 4 quarters

how the company spent its cash
Capex (TTM)
$139M
investment in PP&E
Dividends paid (TTM)
$169M
cash returned to holders
Stock buybacks (TTM)
$288M
share count reduction
Stock-based comp (TTM)
$22M
non-cash dilution

Balance sheet · 2026-03-31

latest filed snapshot
Total assets
$3.90B
everything owned
Total liabilities
$2.39B
everything owed
Stockholders' equity
$1.51B
shareholder claim
Net debt
$851M
LT debt minus cash

Recent performance · 68 quarters

Revenue↑+11.7% +$117M
$1.12B
Net Income↑+15.1% +$18M
$136M
Free Cash Flow↓-60.3% -$96M
$63M
Operating Margin↑+0.2pts
16.6%

Drill down

LECO Sankey

See LINCOLN ELECTRIC HOLDINGS INC's revenue flow into every line item of the income statement and balance sheet — every dollar accounted for, with prior-period comparison.

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LECO Charts

68 quarters of historical line items — Income, Cash Flow, Balance Sheet, plus margins. Click any chart for the trend dialog.

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LECO Key Metrics

EPS, BVPS, FCF/Share, ROE, ROA, ROIC, D/E, Current Ratio, Quick Ratio, Asset Turnover — 10 CFA-grade fundamentals derived from EDGAR data.

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