Lincoln Electric Q3 Sales Up 15.1% to $1.22B, Adjusted EPS $2.98; Dividend Raised 10.1%
LECO sits 20% above its 52-week low of $216.22.
Summary
Lincoln Electric posted 15.1% sales growth to $1.22 billion and adjusted EPS of $2.98, and raised its quarterly dividend 10.1% to $0.87 per share.
Key Events · Earnings and Guidance · LECO
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Q3 Sales Jump 15.1% to $1.22B
Net sales rose to $1,221.3 million from $1,061.2 million, driven by 14.5% organic growth led by volume.
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Adjusted EPS $2.98, Margin 18.0%
Adjusted EPS climbed 21% from $2.47; adjusted operating income was $220.0 million, or 18.0% of sales, versus 17.4% a year ago.
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Dividend Raised 10.1% to $0.87
Quarterly cash dividend increased to $0.87 per share ($3.48 annualized), payable January 15, 2027 to shareholders of record December 31, 2026.
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Strong Cash Generation and Buybacks
Operating cash flow was $215.8 million with 107% cash conversion; $143 million returned to shareholders via dividends and share repurchases.
Analysis · LECO · Technology
Volume-driven growth powered the beat: organic sales rose 14.5% and adjusted operating margin expanded to 18.0% from 17.4%, lifting adjusted EPS to $2.98 from $2.47. The board also raised the quarterly dividend 10.1% to $0.87, a direct increase in cash returned to shareholders that signals management expects the earnings strength to hold. Cash generation stayed solid at $216 million from operations (107% conversion), and the company returned $143 million to shareholders through dividends and buybacks in the quarter.
How filings like this one have moved
In the 30 days to Oct 27, 2026, 29.9% of the 1374 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.12%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, LECO was trading at $258.65 on NASDAQ in the Technology sector, with a market capitalization of approximately $14.1B. The 52-week trading range was $216.22 to $310.00. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.