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LECO

Lincoln Electric Holdings, Inc.

LECO · NASDAQIndustrials
The economic chain
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Raw inputs
Equipment
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AI demand
Inputsmaterials, equipment & da…Operatorsthe companies at the cent…Products &serviceswhat they make & runDistribution &logisticshow it gets thereCustomers &end marketswho paysSTLSteel & metal rodCUCopper, aluminum & alloysPWREnergy & powerCMPElectronics, motors & robot armsESABESABLELincoln ElectricITWITW (Miller / Hobart)FROFroniusHPGHarris Products GroupWCWelding consumablesAEArc-welding equipmentA&RCAutomation & robotic cellsAIRAirgas / Air LiquideDSTIndustrial distributorsFABGeneral fabrication & job shopsHVYHeavy industries & equipmentAUTOAutomotive & transportationENREnergy & infrastructureAEROAerospace & defense
Company details
Market cap
$13B
P/E ratio
24×
Div yield
1.3%
EPS (TTM)
$9.32
Profit margin
12%
Rev. growth
+5.6%
Revenue
$4.2B
Free cash flow
$0.5B
In plain English
Lincoln Electric is the world's leading maker of arc-welding consumables and equipment — the wire, sticks, machines and, increasingly, the robots that join metal to metal. It sells mostly through industrial distributors into a hugely fragmented base of fabricators, and has spent the last decade buying automation firms to move from selling welders to selling whole robotic welding cells. A Dividend Aristocrat with ~$4.2B in sales across ~19 countries.
In simple terms
What Lincoln Electric Holdings, Inc. really sells
Lincoln Electric is the world's leading maker of arc-welding consumables and equipment — the wire, sticks, machines and, increasingly, the robots that join metal to metal. It sells mostly through industrial distributors into a hugely fragmented base of fabricators, and has spent the last decade buying automation firms to move from selling welders to selling whole robotic welding cells. A Dividend Aristocrat with ~$4.2B in sales across ~19 countries.
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Risk read
Moderate
SteadierMore speculative
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