Lincoln Electric Holdings, Inc., through its subsidiaries, designs, develops, manufactures, and sells welding, cutting, and brazing products worldwide.
$282.86-0.61%
报价 2026-11-13
市值
$15.32B
EV
$16.15B
PE (TTM)
27.7x
预期 PE (FY2026)
24.6x
52 周区间距高点 -5.4%
$220.64$298.88
筛选结果
pipeline · 2026-11-13Keep✗ 高增长✗ Cheap✓ GARP
GARP Pool: growth 10-30%, MC/GP <= 11
爆发潜力
2026-11-13未命中✗ 收入线✗ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22027-12 | 1.1x | 11.06 → 12.83（1.2x） | 22.0 |
| FY+32028-12 | 1.2x | 11.06 → 14.22（1.3x） | 19.9 |
毛利率 36% · TTM 收入 $4640M · 基数 EPS 11.06（调整后）
电话会信号
辅助标签Q3 20262026-10-27
扩产需求加速AI 词频高积压订单词频高上调指引供不应求
指引 上调
信心 4
分析师 4
“Record backlog and strong order rates position us well for 2027, with mid to high single digit organic growth expected.”
原文引用（4）
- 扩产：We are increasing our 2026 capital expenditure range to $140 million to $150 million
- 需求加速：Strong order rates in both automation and equipment in the third quarter have elevated our backlog to new record levels.
- 上调指引：We are raising both our full year sales growth rate and our capital expenditure range to reflect stronger demand trends
- 供不应求：unprecedented AI data center demand creating spot shortages for some raw materials
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研究结论
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事件
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同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| LECOLincoln Electric Holdings, Inc. | $15.32B | -0.6% | +12.6% | 36.8% | 27.7x | 18.2x | 29.5x | GARP |
| ATIATI Inc. | $24.87B | -3.7% | +14.0% | 26.7% | 45.3x | 27.4x | 59.6x | |
| NDSNNordson Corporation | $18.09B | -0.6% | +5.2% | 55.2% | 28.6x | 18.6x | 24.8x | |
| IEXIDEX Corporation | $17.45B | -0.2% | +8.2% | 46.4% | 32.0x | 19.6x | 25.6x | |
| SWKStanley Black & Decker, Inc. | $16.84B | +0.2% | -0.3% | 39% | 20.7x | 12.4x | 10.0x | |
| WCCWESCO International, Inc. | $15.66B | -1.7% | +14.8% | 21.7% | 20.2x | 12.9x | 38.3x | GARP |
| RBCRBC Bearings Incorporated | $15.37B | -0.7% | +15.4% | 42.1% | 63.0x | 34.5x | 38.5x | |
| AVYAvery Dennison Corporation | $14.2B | +0.6% | +5.8% | 28.7% | 18.5x | 12.4x | 13.8x | |
| HIIHuntington Ingalls Industries, Inc. | $12.07B | -0.7% | +12.6% | 13.6% | 16.3x | 12.2x | 22.9x | |
| 同行中位数 | – | – | +10.4% | 33.9% | 24.7x | 15.8x | 25.2x |
研究全文
L2 基本面 memo
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财务报表
| Metric | 2026-06-30 Q2 2026 | 2026-03-31 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 | 2024-09-30 Q3 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.22B | $1.12B | $1.08B | $1.06B | $1.09B | $1.01B | $1.02B | $983.8M |
| Gross Margin | 36.8% | 35.6% | 34.8% | 36.8% | 37.2% | 36.4% | 36.2% | 36.1% |
| Operating Margin | 18.4% | 17% | 17.6% | 17.3% | 16.6% | 16.1% | 17.3% | 14.8% |
| Net Income | $158.5M | $136.4M | $136M | $122.6M | $143.4M | $118.5M | $140.2M | $100.8M |
| Diluted EPS | 2.88 | 2.47 | 2.45 | 2.21 | 2.56 | 2.1 | 2.47 | 1.77 |
| Operating Cash Flow | $228.2M | $102.2M | $95M | $236.7M | $143.8M | $185.7M | $95.8M | $199.2M |