Lincoln Electric Q2 sales beat estimates, to buy rest of Alloy Steel Australia for $90 mln

Lincoln Electric Holdings

31/07/2025 12:40

Overview

Lincoln Electric Q2 2025 sales rise 6.6%, beating analyst expectations, per LSEG data

Adjusted EPS for Q2 2025 beats consensus, reflecting strong operational performance

Co to acquire remaining 65% of Alloy Steel Australia for $90 mln

Outlook

Lincoln Electric expects Alloy Steel acquisition to add $0.13-$0.15 EPS annually

Result Drivers

ORGANIC GROWTH - Co reports a 2.9% increase in organic sales, contributing to overall sales growth

ACQUISITIONS - A 3.0% sales increase attributed to recent acquisitions

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Beat
$1.09 bln
$1.04 bln (7 Analysts)
Q2 Adjusted EPS
Beat
$2.6
$2.31 (9 Analysts)
Q2 EPS
$2.56
Q2 Adjusted Net Income
$145.60 mln
Q2 Net Income
$143.40 mln
Q2 Adjusted Operating Income
$195.10 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 4 "hold" and 1 "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 $235.00, about 5% above its July 30 closing price of $223.33

The stock recently traded at 24 times the next 12-month earnings vs. a P/E of 20 three months ago

Press Release: ID:nBw5MG2qda

(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.)