Dec 31, 2023

Lincoln Electric Q4 2023 Earnings Report

Lincoln Electric reported record Q4 2023 results driven by strong demand and effective execution of their Higher Standard strategy.

Key Takeaways

Lincoln Electric reported a 13.7% increase in net sales to $1.1 billion, a record operating income margin of 19.3%, and EPS of $2.70 for Q4 2023. Adjusted EPS was $2.45. The company achieved record performance in 2023, reflecting strong demand for its solutions and effective execution of its Higher Standard strategy.

Net sales increased 13.7% to a record $1.1 billion.

Operating income margin reached a record 19.3%, with an adjusted operating income margin of 17.2%.

EPS hit a record $2.70, and adjusted EPS was $2.45.

The company finished the year with good momentum across most end markets.

Total Revenue
$1.06B
Previous year: $931M
+13.7%
EPS
$2.45
Previous year: $1.94
+26.3%
Operating Margin
19.3%
Previous year: 15.2%
+27.0%
Adjusted Operating Margin
17.2%
Previous year: 15.8%
+8.9%
Gross Profit
$371M
Previous year: $308M
+20.5%
Cash and Equivalents
$394M
Previous year: $197M
+99.7%
Free Cash Flow
$97.1M
Total Assets
$3.38B
Previous year: $3.18B
+6.2%

Lincoln Electric

Lincoln Electric

Lincoln Electric Revenue by Segment

Forward Guidance

Lincoln Electric will continue to advance the business by focusing on customers, bringing innovative products to market, and driving operational excellence.

Revenue & Expenses

Visualization of income flow from segment revenue to net income