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Welding equipment manufacturer Lincoln Electric (NASDAQ:LECO) reported Q3 2026 results exceeding the market’s revenue expectations, with sales up 15.1% year on year to $1.22 billion.
Bell Global Equities Fund, managed by Bell Asset Management, released its Q3 2026 investor letter. The Fund delivered a strong third quarter of 2026, with its Platform Class returning 5.4% and outperforming the MSCI World ex-Australia Index, which gained 1.5%.
Lincoln Electric delivered third quarter results that exceeded Wall Street expectations, with robust revenue growth powered by strong demand in core segments and broad-based volume gains.
Lincoln Electric Holdings reported Q3 2026 sales of US$1,221.28 million and net income of US$144.35 million, with diluted EPS from continuing operations of US$2.63, all above the prior-year period.
Lincoln Electric stock exploded 9.2% higher on Wednesday, and that move came after the welding specialist dropped a Q3 2026 print that was all about earnings power, not hype. Adjusted EPS reached US$2.98 while sales hit US$1.22b.
Margin pressure from raw materials forced a pricing reset, but volume growth finally outpaced price gains.
Lincoln Electric Holdings (LECO) just cleared a fresh earnings hurdle, with Q3 2026 revenue and earnings per share coming in ahead of Wall Street expectations, supported by higher volumes and improved margins.
Volume growth led pricing for first time in 30 months; record backlogs.
Lincoln Electric Holdings has rewarded long term holders, yet with the stock recently around US$258.65, the real question is whether that price lines up with the cash the business can produce.
Moby summary of Lincoln Electric Holdings, Inc.'s Q3 2026 earnings call
Lincoln Electric Holdings (NasdaqGS: LECO) has introduced XpertLINC, an AI-enabled platform for adaptive automation in welding and fabrication.
Lincoln Electric (NASDAQ:LECO) reported record third-quarter sales and earnings, citing broad-based demand growth across its welding, automation and Harris Products businesses.