Lincoln Electric Holdings, Inc.
LECO
Jodie read · what matters now
Revenue increased 11.7% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to LECO, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-04-30 against the comparable filing from 2025-04-30.
What improved
- Revenue increased 11.7% versus the comparable filing period.
- Net income increased 15.1% versus the comparable filing period.
What weakened
- Gross margin fell 0.8 percentage points.
Filing receipts
“Income Taxes: The effective tax rate was lower for the three months ended March 31, 2026 as compared to the same 2025 period, primarily due to the mix of earnings and timing of discrete tax items.”
“Selling, general & administrative expenses as a percentage of sales decreased primarily due to higher organic sales.”
“The increase in organic sales for the three months ended March 31, 2026 is driven by an increase in pricing primarily due to higher input costs, partially offset by lower volumes.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind LECO
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
Filing peers
No filing peers are available for this name yet.
You can see the shape of the network here. Pro opens the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
LECO is currently a Follower in the organic co-movement group HVAC & Industrial Equipment. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.