NASDAQ$LECO

Lincoln Electric Holdings Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Lincoln Electric reported record Q4 2023 results driven by strong demand and effective execution of their Higher Standard strategy.

Lincoln Electric reported a 13.7% increase in net sales to $1.1 billion, a record operating income margin of 19.3%, and EPS of $2.70 for Q4 2023. Adjusted EPS was $2.45. The company achieved record performance in 2023, reflecting strong demand for its solutions and effective execution of its Higher Standard strategy.

  • Net sales increased 13.7% to a record $1.1 billion.
  • Operating income margin reached a record 19.3%, with an adjusted operating income margin of 17.2%.
  • EPS hit a record $2.70, and adjusted EPS was $2.45.
  • The company finished the year with good momentum across most end markets.

Headline financials

Total Revenue

$1.06B

Previous: $931M+13.7%
EPS (adj)

$2.45

Previous: $1.94+26.3%
Capital Expenditures

-$24.5M

No prior period
Free Cash Flow

$97.1M

No prior period
Net Income

$157M

Previous: $109M+43.6%
Operating Income

$204M

Previous: $142M+44.2%
Gross Profit

$371M

Previous: $308M+20.5%
Stock-Based Comp

$4.11M

Previous: $4.32M-4.9%

Revenue & EPS history

Lincoln Electric · Revenue · Quarterly

$1.06B

Q4 2023+13.7%vs Q4 2022
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Lincoln Electric · $1.03B total across 3 segments · Q3 2023

  • Americas Welding
    $665M+13.6%
  • International Welding
    $242M+11.8%
  • Harris Products Group
    $126M-5.4%

Forward guidance

Lincoln Electric will continue to advance the business by focusing on customers, bringing innovative products to market, and driving operational excellence.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2023

Historical avgQ4 2023

+0.2%

Avg return

Earnings day

+0.1%

Avg return

5 days after

+0.8%

Avg return

30 days after

50%

34 / 68 earnings

Positive

+12.5%

Q3 2012

Best reaction

-10.3%

Q2 2012

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.1%+3.6%+0.4%
Q4 2025+1.9%-1.1%-11.0%
Q3 2025+0.8%-4.0%+2.1%
Q1 2025-4.2%-0.7%+5.2%
Q4 2024+10.2%+11.8%-1.8%
Q3 2024+2.3%+3.3%+10.8%
Q2 2024-6.0%-9.8%-8.4%
Q1 2024-3.2%-7.6%-14.8%
Q4 2023+7.9%+6.7%+7.3%
Q3 2023+3.8%+4.8%+16.5%
Q2 2023-2.4%-1.9%-8.6%
Q1 2023+7.5%+9.1%+11.3%
Q4 2022-6.9%-5.9%-7.1%
Q3 2022+1.8%+3.3%+7.7%
Q2 2022+5.8%+3.8%+5.4%
Q1 2022+5.0%+5.3%+5.9%
Q4 2021-3.2%-2.1%-3.5%
Q3 2021-1.1%+0.1%-2.6%
Q2 2021-0.4%+1.6%+0.7%
Q1 2021+2.7%+0.9%+1.7%
Q4 2020+0.2%-1.8%+6.2%
Q3 2020-2.6%-0.9%+11.2%
Q2 2020-1.2%-1.2%+6.3%
Q1 2020+6.5%+1.1%+13.0%
Q4 2019-2.2%-3.6%-19.6%
Q3 2019-5.0%-0.3%-2.2%
Q2 2019+5.5%+2.0%-2.7%
Q1 2019-4.6%-4.4%-13.4%
Q4 2018-2.0%-1.9%-6.4%
Q3 2018-1.2%+2.3%+5.3%
Q2 2018-1.6%+0.0%+0.7%
Q1 2018-7.6%-9.1%-3.6%
Q4 2017+4.9%+2.4%+4.7%
Q3 2017-8.2%-7.8%-11.2%
Q2 2017-7.4%-7.2%-8.7%
Q1 2017+4.8%+5.4%+4.9%
Q4 2016+2.4%+2.1%+4.9%
Q3 2016+3.2%+4.3%+19.6%
Q2 2016+1.9%+0.8%+4.2%
Q1 2016+3.0%
Q4 2015-5.7%
Q3 2015+2.5%
Q2 2015+2.6%
Q1 2015+1.8%
Q4 2014-2.9%
Q3 2014+3.5%
Q2 2014+4.9%
Q1 2014-4.4%
Q4 2013+3.8%
Q3 2013+5.2%
Q2 2013-3.5%
Q1 2013+1.8%
Q4 2012+1.9%
Q3 2012+12.5%
Q2 2012-10.3%
Q1 2012+1.8%
Q4 2011+0.1%
Q3 2011-3.3%
Q2 2011-1.8%
Q1 2011-2.1%
Q1 2010-2.1%
Q4 2008-0.4%
Q4 2010-0.4%
Q3 2009+0.3%
Q3 2010+0.3%
Q2 2010-1.1%
Q2 2009-1.1%
Q4 2009-1.1%

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