Lincoln Electric Holdings (LECO) reported $1.06 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 7.9%. EPS of $2.47 for the same period compares to $2.14 a year ago.
The reported revenue represents a surprise of +1.91% over the Zacks Consensus Estimate of $1.04 billion. With the consensus EPS estimate being $2.39, the EPS surprise was +3.35%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Lincoln Electric performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net Sales- The Harris Products Group: $149.8 million versus the four-analyst average estimate of $140.54 million. The reported number represents a year-over-year change of +14.8%.
- Total Sales- The Harris Products Group: $153.25 million versus the four-analyst average estimate of $143.98 million. The reported number represents a year-over-year change of +14.7%.
- Total Sales- International Welding: $229.46 million compared to the $229.27 million average estimate based on four analysts. The reported number represents a change of +2.6% year over year.
- Net Sales- International Welding: $219.63 million versus the four-analyst average estimate of $224.08 million. The reported number represents a year-over-year change of +1.6%.
- Total Sales- Americas Welding: $721.85 million compared to the $706.38 million average estimate based on four analysts. The reported number represents a change of +8.1% year over year.
- Net Sales- Americas Welding: $691.79 million versus the four-analyst average estimate of $671.09 million. The reported number represents a year-over-year change of +8.6%.
- Inter-segment sales- International Welding: $9.83 million compared to the $7.69 million average estimate based on three analysts. The reported number represents a change of +33.4% year over year.
- Inter-segment sales- Americas Welding: $30.06 million versus $35.05 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -2.6% change.
- Inter-segment sales- The Harris Products Group: $3.44 million compared to the $3.47 million average estimate based on three analysts. The reported number represents a change of +9.1% year over year.
- Total Sales- Corporate and Elimination: $-43.33 million versus $-46.22 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +4.7% change.
- Adjusted EBIT- Americas Welding: $131.62 million versus the five-analyst average estimate of $132.17 million.
- Adjusted EBIT- International Welding: $25.82 million versus the five-analyst average estimate of $25.27 million.
View all Key Company Metrics for Lincoln Electric here>>>
Shares of Lincoln Electric have returned +1.1% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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Lincoln Electric Holdings, Inc. (LECO): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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