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

Lincoln Electric Holdings

12/02/2026 12:37

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.)