NASDAQ · Industrials

LINCOLN ELEC HLDGS INC LECO

Lincoln Electric Holdings, Inc., through its subsidiaries, designs, develops, manufactures, and sells welding, cutting, and brazing products in the United States and internationally. It operates in three segments: Americas Welding, International Welding, and The Harris Products Group.

Industrial Machinery/Components

Company profile

Business mix

  • It operates in three segments: Americas Welding, International Welding, and The Harris Products Group.
  • The company offers brazing and soldering filler metals, arc welding equipment, plasma and oxyfuel cutting systems, wire feeding systems, fume control equipment, welding accessories, specialty gas regulators, and education solutions.
  • It also provides mobile power solutions, including vehicle-mounted compressors, generators, welders, hydraulics, charger/boosters, and electrified power equipment; automated welding system and solutions.
  • The company serves general fabrication, oil and gas, power generation, process, automotive and transportation, and construction and infrastructure industries, as well as heavy fabrication, ship building, and maintenance and repair markets.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in tools & accessories?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 27.04 FCF 3.05% Buyback 2.36%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Gotham Asset Management Joel Greenblatt 0.1% $35.8M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 1 Last 3 13F filing periods
Net reducers 0 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $2.1M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +6.2% +8,411 / 135,446
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 1.2% 13F value change +$4.3M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -4.9% 13F value change -$1.1M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 10.3% 13F value change +$4.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 135,446 Last 3 periods +8,411 (+6.2%) Total shares 143,857 Value $35.8M

Recent mentions

No public mentions.