Jun 30, 2021

Lincoln Electric Q2 2021 Earnings Report

Lincoln Electric's Q2 2021 performance was marked by record earnings, driven by strong organic sales growth and effective management of supply chain challenges and inflationary pressures.

Key Takeaways

Lincoln Electric reported a strong second quarter in 2021, with net sales increasing by 39.9% to $826.5 million. The company achieved a record EPS of $1.60, and an adjusted EPS of $1.67, driven by strong organic sales growth of 36.0% and improvements in operating income margin.

Net sales increased by 39.9% to $826.5 million, with organic sales up by 36.0%.

Operating income margin was 14.7%, while adjusted operating income margin reached 15.1%.

EPS increased by 255.6% to a record $1.60, and adjusted EPS increased by 108.8% to a record $1.67.

Cash flow from operations remained strong at $100.0 million.

Total Revenue
$826M
Previous year: $591M
+39.9%
EPS
$1.67
Previous year: $0.8
+108.7%
Operating Margin
14.7%
Previous year: 6.7%
+119.4%
Adjusted Operating Margin
15.1%
Previous year: 10.7%
+41.1%
Gross Profit
$274M
Previous year: $189M
+44.7%
Cash and Equivalents
$191M
Previous year: $143M
+33.4%
Total Assets
$2.51B
Previous year: $2.2B
+14.3%

Lincoln Electric

Lincoln Electric

Lincoln Electric Revenue by Segment

Forward Guidance

Management expects inflationary headwinds and supply chain constraints to continue through 2021.

Revenue & Expenses

Visualization of income flow from segment revenue to net income