Lincoln Electric

Lincoln Electric's shares plunged about 8.4% intraday after CFO Gabe Bruno made cautious remarks about near-term margin development and a staggered timetable for price adjustments at the Jefferies conference. Price increases in North and South America only took effect in September, with international adjustments following at the end of the month, so the full impact is not expected for several quarters. The resignation of the president of the Americas Welding division and concerns that CEO Steven Hedlund's appointment to an external board could be a distraction further weighed on investor sentiment, amplified by Lincoln Electric's already high valuation. » Więcej na de.investing.com

Lincoln Electric said Michael J. Whitehead, executive vice president and president of its Americas Welding segment, will resign effective August 28, 2026, to pursue other business opportunities. The company emphasized his departure is not due to disagreements with management or the board. Gary Konarska and Albert Castillo will serve as interim heads of the segment until a successor is appointed. Lincoln Electric recently reported better-than-expected second-quarter results, raised its full-year guidance and received positive analyst remarks from UBS and Morgan Stanley. » Więcej na de.investing.com

The board of directors of Lincoln Electric has declared a quarterly cash dividend of $0.79 per common share. The dividend will be paid on October 15, 2026, to shareholders of record on September 30, 2026. » Więcej na de.investing.com

Lincoln Electric reported a near-record Q1 with revenue of $1.121 billion (+12% y/y) and adjusted EPS of $2.50, driven mainly by price increases despite a decline in volumes. Management raised its net sales forecast for 2026 to a high single-digit range and expects the organic revenue mix to be roughly 25% volume and 75% price. Adjusted operating margin remained at 16.9%, the company returned $101 million to shareholders and is targeting 100% cash conversion for the year. » Więcej na de.investing.com

Lincoln Electric paid a dividend of $3.04 for fiscal year 2025, an increase of 5.56% from the prior year. Total payout amounted to $168.24 million, up 3.76% year over year. The dividend yield for 2025 is 1.27% (previous year 1.54%); FactSet expects a dividend of $3.18 and a yield of about 1.22% for 2026. Over the past three years the share price has risen 63.59%, and the total return (price plus dividends) is up 66.11%. » Więcej na finanzen.net