Compared to Estimates, Lincoln Electric (LECO) Q4 Earnings: A Look at Key Metrics
For the quarter ended December 2025, Lincoln Electric Holdings (LECO) reported revenue of $1.08 billion, up 5.6% over the same period last year. EPS came in at $2.65, compared to $2.57 in the year-ago quarter.
The reported revenue represents a surprise of -0.94% over the Zacks Consensus Estimate of $1.09 billion. With the consensus EPS estimate being $2.53, the EPS surprise was +4.67%.
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: $137.43 million compared to the $135.44 million average estimate based on four analysts. The reported number represents a change of +10.6% year over year. Total Sales- The Harris Products Group: $139.98 million versus the four-analyst average estimate of $139.47 million. The reported number represents a year-over-year change of +10.2%. Total Sales- International Welding: $265.21 million versus the four-analyst average estimate of $259.81 million. The reported number represents a year-over-year change of +4.3%. Net Sales- International Welding: $259.35 million compared to the $253.68 million average estimate based on four analysts. The reported number represents a change of +6.7% year over year. Total Sales- Americas Welding: $707.03 million versus $728.31 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +2.2% change. Net Sales- Americas Welding: $681.93 million versus $694.31 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +4.2% change. Inter-segment sales- International Welding: $5.86 million versus $10.51 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -47.9% change. Inter-segment sales- Americas Welding: $25.1 million compared to the $38.63 million average estimate based on three analysts. The reported number represents a change of -32.4% year over year. Inter-segment sales- The Harris Products Group: $2.55 million versus the three-analyst average estimate of $3.38 million. The reported number represents a year-over-year change of -9%. Total Sales- Corporate and Elimination: $-33.51 million versus the three-analyst average estimate of $-52.52 million. The reported number represents a year-over-year change of -34.5%. Adjusted EBIT- Americas Welding: $141.11 million versus $139 million estimated by five analysts on average. Adjusted EBIT- International Welding: $31.2 million versus $32.89 million estimated by five analysts on average.View all Key Company Metrics for Lincoln Electric here>>>
Shares of Lincoln Electric have returned +13.6% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.5 Stocks Set to Double
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Lincoln Electric Holdings, Inc. (LECO): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
