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Lincoln Electric Holdings, Inc. (LECO) Q4 2025 Earnings Call Transcript

Seeking Alpha

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⚡ Quantum Brief

Lincoln Electric reported Q4 2025 earnings on February 12, 2026, with CEO Steve Hedlund and CFO Gabe Bruno presenting financial results and 2030 strategic targets during a conference call. The company released full-year 2025 performance data, emphasizing operational highlights and growth metrics, though specific figures were not detailed in the transcript excerpt provided. Management warned of forward-looking statements subject to risks, citing SEC filings (10-K/10-Q) for potential variances from projections due to market uncertainties. Analysts from Morgan Stanley, Stifel, and KeyBanc participated in the Q&A, signaling strong institutional interest in Lincoln Electric’s industrial and automation segments. The call included a slide presentation available on the company’s investor relations website, supplementing verbal remarks with visual financial and strategic updates.

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SA Transcripts158.35K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Lincoln Electric Holdings, Inc. (LECO) Q4 2025 Earnings Call February 12, 2026 10:00 AM EST Company Participants Amanda Butler - Vice President of Investor Relations & CommunicationsSteven Hedlund - President, CEO & ChairmanGabriel Bruno - Executive VP, CFO & Treasurer Conference Call Participants Angel Castillo Malpica - Morgan Stanley, Research DivisionNathan Jones - Stifel, Nicolaus & Company, Incorporated, Research DivisionMircea Dobre - Robert W. Baird & Co. Incorporated, Research DivisionSteve Barger - KeyBanc Capital Markets Inc., Research DivisionChristopher Dankert - Loop Capital Markets LLC, Research DivisionWalter Liptak - Seaport Research Partners Presentation Operator Greetings, and welcome to the Lincoln Electric 2025 Fourth Quarter Financial Results Conference Call. [Operator Instructions] And this call is being recorded. It is my pleasure to introduce your host, Amanda Butler, Vice President of Investor Relations and Communications. Thank you. You may begin. Amanda ButlerVice President of Investor Relations & Communications Thank you, Coby, and good morning, everyone. Welcome to Lincoln Electric's Fourth Quarter 2025 Conference Call, where we will be covering our fourth quarter and full year 2025 financial results as well as our new 2030 targets. We released our financial results earlier today, and you can find our release and this call slide presentation at lincolnelectric.com in the Investor Relations section. And joining me on the call today is Steve Hedlund, Chairman and Chief Executive Officer; as well as Gabe Bruno, our Chief Financial Officer. And following our prepared remarks, we're happy to take your questions. But before we start our discussion, please note that certain statements made during this call may be forward-looking, and actual results may differ materially from our expectations due to a number of risk factors and uncertainties which are provided in our press release and in our SEC filings on Forms 10-K and 10-Q. And in

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