Lincoln Electric (LECO) could produce exceptional returns because of its solid growth attributes.
Lincoln Electric is well-positioned for growth, leveraging recurring consumable sales and automation opportunities amid a factory recovery in the Americas. Recent results show 10.1% organic growth, driven by both price (+7.7 pts) and volume (+2.4 pts), with Americas Welding volumes up 7.1%. My 2027 case assumes $13 EPS and a 19% margin, supporting a $338 stock value at a 26x multiple, justifying a buy at current levels.
The GARP strategy helps investors gain exposure to stocks that have solid prospects and are trading at a discount. NVDA, MPC, RL and LECO are some such stocks.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 10 | $2,491 | $2,577.8 | $86.8 | 3.48% |
Curtis Ellergodt Rothschild Investment LLC | 921 | $222,793.53 | $237,443.01 | $14,649.48 | 6.58% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 17,334 | $4.6M | $4.47M | -$133,599.46 | -2.9% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 8,945 | $867,866.8 | $2.33M | $1.46M | 168.69% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 181 | $44,757.64 | $46,663.61 | $1,905.97 | 4.26% |
| Life Sciences Tools & Services Industry | Healthcare Sector | Steven Hedlund CEO | NASDAQ (NGS) Exchange | 533900106 CUSIP |
| US Country | 12,000 Employees | 31 Dec 2026 Last Dividend | 1 Jun 2011 Last Split | 13 Jun 1995 IPO Date |
Lincoln Electric Holdings, Inc., rooted in a profound history since 1895, stands as a global leader in the design, development, manufacture, and sale of a comprehensive range of welding, cutting, and brazing products. With headquarters in Cleveland, Ohio, the company showcases its prowess through its diversified operational segments: Americas Welding, International Welding, and The Harris Products Group. Catering to a wide spectrum of industries including general fabrication, oil and gas, power generation, process industries, automotive and transportation, construction and infrastructure, heavy fabrication, shipbuilding, and maintenance and repair markets, Lincoln Electric is dedicated to serving customers worldwide. The company prides itself on its direct sales model as well as leveraging industrial distributors, retailers, and agents to widen its market reach, ensuring its products and solutions are accessible across various sectors.
Lincoln Electric Holdings, Inc. offers an extensive array of products and services designed to meet the diverse needs of its global clientele, spanning numerous industries. The products and services portfolio includes: