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Lincoln Electric Holdings, Inc. (LECO) Presents at Oppenh...
2026-05-07 · via All Articles on Seeking Alpha

Q1: 2026-04-30 Earnings Summary

EPS of $2.50 beats by $0.07

 | 

Revenue of

$1.12B

(11.65% Y/Y)

beats by $47.98M

Lincoln Electric Holdings, Inc. (LECO) Oppenheimer 21st Annual Industrial Growth Virtual Conference May 6, 2026 10:30 AM EDT

Company Participants

Gabriel Bruno - Executive VP, CFO & Treasurer

Conference Call Participants

Bryan Blair - Oppenheimer & Co. Inc., Research Division

Presentation

Bryan Blair
Oppenheimer & Co. Inc., Research Division

Good morning, everyone. Welcome to day 3 of the 21st Annual Oppenheimer Industrial Growth Conference. Next up, we have the Lincoln Electric team, led by CFO, Gabe Bruno. Gabe, great to see you as always.

Gabriel Bruno
Executive VP, CFO & Treasurer

Great to see you, too, also, Bryan.

Question-and-Answer Session

Bryan Blair
Oppenheimer & Co. Inc., Research Division

And thank you for joining us. I guess, to kick things off for anyone newer to the LECO story, maybe introduce the history, at least the recent history of the company, what really drives your business and how you differentiate strategically. And even for those who have experience with LECO, perhaps dive into the recently launched RISE strategy.

Gabriel Bruno
Executive VP, CFO & Treasurer

Yes. So Bryan, it would be great to start that way. So just to remind those who are interested in our story is that we are the global leaders in arc welding solutions. And we also are the leader in our industry in fabrication and automation types of technologies. And so think of us as one of the broad-based offering in our portfolio that is eager to solve our customers' challenges, pain points and differentiate ourselves through technology. And that's in automation, where the heavy invested in automation capabilities and then broad base of leveraging technologies in metals and in power sources and in software to be able to differentiate our footprint.

As you mentioned, Bryan, we just recently launched what we're calling our RISE strategy. And it truly is