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Mar 31, 2025
Lincoln Electric Q1 2025 Earnings Report
Lincoln Electric reported a solid first quarter with steady sales growth, robust cash flow generation, and strong margin performance despite a slight year-over-year dip in profitability.
Key Takeaways
Lincoln Electric delivered a stable Q1 2025 with $1.00B in revenue, record cash flow, and solid adjusted operating margins, despite a slight decline in net income and EPS from the prior year.
Revenue reached $1.004 billion, up 2.4% year-over-year, driven by acquisitions.
Adjusted EPS was $2.16, slightly down from $2.23 last year.
Net income declined to $118.5 million from $123.4 million in Q1 2024.
Achieved record Q1 cash flow from operations of $186 million, representing 130% cash conversion.
Revenue by Segment
Forward Guidance
Management maintains a cautious outlook amidst macroeconomic uncertainty but remains optimistic about long-term value creation through cost control, integration of acquisitions, and strong balance sheet management.
Positive Outlook
- Strong balance sheet with growing cash reserves
- Record Q1 operating cash flow of $186M
- Solid performance despite FX and organic sales headwinds
- Acquisitions contributed positively to revenue
- Continued investment in growth and margin expansion
Challenges Ahead
- Net income and EPS declined year-over-year
- Organic sales decreased by 1.2%
- Foreign exchange negatively impacted revenue by 1.3%
- Adjusted operating margins declined slightly
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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