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Lincoln Electric Holdings, Inc.

NASDAQ•LECO
CEO: Mr. Steven B. Hedlund
セクター: Industrials
業種: Manufacturing - Tools & Accessories
上場日: 1994-04-07
Lincoln Electric Holdings, Inc., through its subsidiaries, designs, develops, manufactures, and sells welding, cutting, and brazing products worldwide. The company operates through three segments: Americas Welding, International Welding, and The Harris Products Group. It offers brazing and soldering filler metals, arc welding equipment, plasma and oxyfuel cutting systems, wire feeding systems, fume control equipment, welding accessories, and specialty gas regulators, and education solutions, as well as a portfolio of automated solutions for joining, cutting, material handling, module assembly, and end of line testing, as well as involved in brazing and soldering alloys, and in the retail business in the United States. In addition, the company manufactures copper and aluminum headers, distributor assemblies, and manifolds for the heating, ventilation, and air conditioning sector in the United States and Mexico; provides specialty welding consumables, wear plates and maintenance and repair services for alloy and wear-resistant products used in mining, steel, agricultural, and industrial mill applications; and designs and manufactures robotic assembly and arc welding systems that automate the tacking and welding of steel beams. Further, 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. It sells its products directly to users of welding products, as well as through industrial distributors, retailers, and agents. The company was founded in 1895 and is headquartered in Cleveland, Ohio.
連絡先情報
22801 St. Clair Avenue, Cleveland, OH, 44117, United States
216-481-8100
www.lincolnelectric.com
時価総額
$14.28B
PER (TTM)
27.5
28.9
配当利回り
1.2%
52週高値
$310.00
52週安値
$161.11
52週レンジ
67%
順位27Top 14.4%
5.4
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.4 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$1.08B+0.00%
直近4四半期の推移

EPS

$2.48+0.00%
直近4四半期の推移

フリーCF

$52.02M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Net Sales Increased 5.6% Net sales reached $4.23B USD in 2025, driven by 6.2% pricing increase, partially offset by 3.7% volume decline.
Operating Income Grew 12.8% Operating income totaled $718.1M USD, margin improved to 17.0% due to effective cost management across segments.
Strong Cash Flow Generation Cash provided by operating activities was $661.2M USD, up $62.2M, supporting capital allocation priorities effectively.
EPS Increased 14.4% Diluted earnings per share reached $9.32 USD, reflecting 11.7% net income growth for the fiscal year.

リスク要因

Cyclical Industry Demand Risk Operating results sensitive to general economic cycles, high interest rates, inflation, and geopolitical conflicts impacting product demand.
Raw Material Cost Volatility Energy and commodity price volatility, including steel costs, may adversely affect profitability if cost increases cannot be passed on.
International Operations Exposure Significant exposure exists from global operations, including political uncertainty, exchange fluctuations, and evolving foreign regulations.
Asbestos Litigation Contingency Company remains a co-defendant in asbestos illness cases involving approximately 1,126 plaintiffs as of year-end 2025.

見通し

Capital Spending Planned 2026 Anticipated capital expenditures for 2026 range from $110.0M USD to $130.0M USD for capacity and efficiency improvements.
Continued Global Expansion Focus Strategy includes internal investment, acquisitions for growth, and returning capital via dividends and share repurchases.
Integrating Recent Acquisitions Actively integrating recent acquisitions like Alloy Steel, while managing rationalization charges impacting current period results.
Cybersecurity Remains Critical Cybersecurity risk management is integrated into ERM process; continuous investment in resilience against evolving threats is ongoing.

同業比較

売上高 (TTM)

WCC stock ticker logoWCC
$23.50B
+7.7%
RYAAY stock ticker logoRYAAY
$17.30B
+9.4%
BLDR stock ticker logoBLDR
$15.19B
-7.4%

粗利益率 (最新四半期)

NDSN stock ticker logoNDSN
54.7%
+2.2pp
GGG stock ticker logoGGG
51.7%
+0.8pp
IEX stock ticker logoIEX
43.1%
+0.1pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
RYAAY$32.27B12.127.8%9.6%
ATI$20.01B49.122.7%38.2%
JBHT$19.15B32.116.3%23.2%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
2.4%
緩やかな成長
4四半期純利益CAGR
4.7%
収益性の緩やかな改善
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年4月23日
|
EPS:$2.44
|
売上高:$1.08B
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし