Last 7 days
-2.4%
Last 30 days
-4.7%
Last 90 days
-6.8%
Trailing 12 Months
31.2%
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-08-23 | Hedlund Steven B | sold (taxes) | -78,212 | 188 | -416 | evp & chief operating officer |
2023-08-21 | Whitehead Michael J | sold | -204,209 | 185 | -1,100 | svp, president, global automat |
2023-08-01 | Hedlund Steven B | acquired | - | - | 2,475 | evp & chief operating officer |
2023-08-01 | Ansberry Jennifer I | sold | -1,794,850 | 200 | -8,962 | evp, general counsel & secy |
2023-08-01 | Ansberry Jennifer I | acquired | 812,853 | 90.7 | 8,962 | evp, general counsel & secy |
2023-07-20 | Fetch Bonnie J | acquired | - | - | 264 | - |
2023-06-14 | MAPES CHRISTOPHER L | acquired | 5,176,200 | 58.14 | 89,030 | chairman, president and ceo |
2023-06-14 | MAPES CHRISTOPHER L | sold | -17,291,100 | 194 | -89,030 | chairman, president and ceo |
2023-06-13 | Hedlund Steven B | sold | -426,779 | 195 | -2,180 | evp & chief operating officer |
2023-06-12 | LINCOLN KATHRYN JO | sold | -1,149,480 | 191 | -6,000 | - |
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-09-12 | Farther Finance Advisors, LLC | added | 466 | 2,870 | 3,377 | -% |
2023-08-22 | VIRGINIA RETIREMENT SYSTEMS ET AL | reduced | -15.07 | -2,924 | 1,231,510 | 0.01% |
2023-08-22 | COMERICA BANK | new | - | 1,000 | 1,000 | -% |
2023-08-21 | JOHN G ULLMAN & ASSOCIATES INC | reduced | -86.31 | -3,214,250 | 615,753 | 0.10% |
2023-08-21 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | added | 0.34 | 2,096,690 | 13,833,600 | 0.02% |
2023-08-21 | OSAIC HOLDINGS, INC. | added | 4.11 | 538,838 | 2,919,820 | -% |
2023-08-21 | VisionPoint Advisory Group, LLC | new | - | 18,870 | 18,870 | 0.01% |
2023-08-21 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | reduced | -0.45 | 961,000 | 6,634,000 | 0.06% |
2023-08-21 | BOKF, NA | unchanged | - | 10,336 | 69,521 | -% |
2023-08-17 | Orion Portfolio Solutions, LLC | reduced | -15.75 | -33,591 | 3,190,870 | 0.03% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Feb 09, 2023 | vanguard group inc | 10.43% | 6,024,856 | SC 13G/A | |
Jan 25, 2023 | blackrock inc. | 9.1% | 5,274,037 | SC 13G/A | |
Jan 05, 2023 | jpmorgan chase & co | 4.6% | 2,679,127 | SC 13G/A | |
Feb 10, 2022 | vanguard group inc | 10.00% | 5,903,603 | SC 13G/A | |
Feb 01, 2022 | blackrock inc. | 8.7% | 5,162,009 | SC 13G/A | |
Jan 12, 2022 | jpmorgan chase & co | 5.6% | 3,362,982 | SC 13G/A | |
Sep 10, 2021 | vanguard group inc | 10.03% | 5,954,670 | SC 13G/A | |
Feb 16, 2021 | state street corp | 4.46% | 2,654,200 | SC 13G/A | |
Feb 10, 2021 | vanguard group inc | 9.42% | 5,599,927 | SC 13G/A | |
Jan 29, 2021 | blackrock inc. | 9.1% | 5,425,301 | SC 13G/A |
Date Filed | Form Type | Document | |
---|---|---|---|
Aug 25, 2023 | 4 | Insider Trading | |
Aug 25, 2023 | 8-K/A | Current Report | |
Aug 22, 2023 | 4 | Insider Trading | |
Aug 21, 2023 | 144 | Notice of Insider Sale Intent | |
Aug 02, 2023 | 4 | Insider Trading | |
Aug 02, 2023 | 4 | Insider Trading | |
Aug 01, 2023 | 144 | Notice of Insider Sale Intent | |
Jul 27, 2023 | 8-K | Current Report | |
Jul 27, 2023 | 10-Q | Quarterly Report | |
Jul 27, 2023 | 8-K | Current Report |
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
DE | 112.7B | 61.4B | 0.63% | 10.81% | 11.22 | 1.84 | 26.89% | 62.82% |
CMI | 32.4B | 32.2B | -1.76% | 9.94% | 12.49 | 1.01 | 29.87% | 25.35% |
DOV | 19.8B | 8.5B | 1.19% | 16.75% | 19.4 | 2.34 | 3.15% | -10.67% |
TTC | 8.3B | 4.7B | -18.12% | -10.59% | 22.04 | 1.75 | 10.19% | -2.33% |
MID-CAP | ||||||||
LECO | 12.0B | - | -4.71% | 31.23% | 25.57 | 38.14 | -70.09% | 32.66% |
PNR | 10.7B | 4.2B | -1.83% | 57.33% | 21.77 | 2.57 | 3.67% | -12.40% |
TEX | 3.8B | 5.0B | 1.70% | 79.47% | 8.61 | 0.77 | 22.48% | 91.50% |
SPXC | 3.7B | 1.6B | 1.07% | 43.39% | 115.68 | 2.25 | 25.15% | -92.29% |
JBT | 3.3B | 2.1B | -2.73% | 15.15% | 25.93 | 1.58 | 14.88% | 7.01% |
KMT | 2.0B | 2.1B | -6.25% | 13.35% | 16.64 | 0.95 | 3.27% | -18.09% |
SMALL-CAP | ||||||||
ARTW | - | 9.6M | -11.10% | 13.66% | - | - | -64.00% | 103.64% |
CMCO | 999.6M | 951.4M | -6.04% | 25.97% | 20.27 | 1.05 | 4.17% | 8.83% |
HY | 767.9M | 3.9B | 1.47% | 65.46% | 21.82 | 0.2 | 18.61% | 115.65% |
MTW | 522.2M | 2.2B | -4.49% | 71.46% | -4.97 | 0.24 | 17.70% | -829.86% |
CVR | 17.4M | 32.2M | -1.15% | -31.64% | 46.78 | 0.54 | -6.72% | -56.52% |
12.0%
18.0%
14.4%
27.3%
37.7%
18.1%
0%
Y-axis is the maximum loss one would have experienced if Lincoln Electric Holdings was unfortunately bought at previous high price.
Income Statement (Last 12 Months) | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Revenue | - | - | - | - | - | - | - | - | 3,084 | 2,946 | 2,710 | 2,655 | 2,698 | 2,760 | 2,946 | 3,003 | 3,011 | 3,017 | 3,030 | 3,029 | 3,032 | 2,964 |
Gross Profit | 3.1% | 1,346 | 1,306 | 1,281 | 1,245 | 1,204 | 1,145 | 1,069 | 1,025 | 972 | 888 | 871 | 883 | 906 | 986 | 1,008 | 1,017 | 1,030 | 1,030 | 1,029 | 1,016 | 983 |
S&GA Expenses | 3.8% | 706 | 680 | 657 | 643 | 633 | 618 | 597 | 583 | 565 | 540 | 544 | 557 | 574 | 611 | 621 | 627 | 626 | 627 | 628 | 627 | 612 |
EBITDA | -100.0% | - | 668 | 671 | 608 | 512 | 469 | 406 | 415 | 447 | 341 | 322 | 322 | 341 | 412 | 427 | 439 | 442 | 432 | 423 | 402 | 437 |
EBITDA Margin | -100.0% | - | 2.13* | 3.35* | 0.17* | 0.14* | 0.14* | 0.13* | 0.13* | 0.15* | 0.13* | 0.12* | 0.12* | 0.12* | 0.14* | 0.14* | 0.15* | 0.15* | 0.14* | 0.14* | 0.13* | 0.15* |
Interest Expenses | - | - | - | - | - | - | - | - | - | - | - | - | -22.68 | -23.53 | -23.55 | -23.41 | -21.96 | -19.53 | -18.45 | -17.57 | -17.67 | -18.30 |
Earnings Before Taxes | 2.2% | 602 | 589 | 593 | 529 | 430 | 387 | 325 | 335 | 369 | 285 | 264 | 263 | 282 | 352 | 368 | 383 | 387 | 377 | 369 | 348 | 383 |
EBT Margin | -100.0% | - | 1.88* | 2.96* | 0.14* | 0.12* | 0.11* | 0.10* | 0.11* | 0.13* | 0.11* | 0.10* | 0.10* | 0.10* | 0.12* | 0.12* | 0.13* | 0.13* | 0.12* | 0.12* | 0.11* | 0.13* |
Net Income | 2.0% | 478 | 468 | 472 | 438 | 360 | 328 | 276 | 267 | 294 | 225 | 206 | 205 | 219 | 277 | 293 | 316 | 314 | 298 | 287 | 224 | 260 |
Net Income Margin | -100.0% | - | 1.49* | 2.36* | 0.12* | 0.10* | 0.10* | 0.09* | 0.09* | 0.10* | 0.08* | 0.08* | 0.08* | 0.08* | 0.09* | 0.10* | 0.11* | 0.10* | 0.10* | 0.09* | 0.07* | 0.09* |
Free Cashflow | -100.0% | - | 464 | 383 | 382 | 361 | 363 | 365 | 391 | 371 | 375 | 351 | 338 | 377 | 399 | 403 | 380 | 358 | 311 | 329 | 319 | 307 |
Balance Sheet | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Assets | 1.8% | 3,311 | 3,253 | 3,181 | 2,652 | 2,742 | 2,736 | 2,592 | 2,569 | 2,513 | 2,362 | 2,314 | 2,217 | 2,199 | 2,306 | 2,371 | 2,361 | 2,394 | 2,355 | 2,350 | 2,420 | 2,434 |
Current Assets | 2.2% | 1,646 | 1,610 | 1,558 | 1,395 | 1,465 | 1,428 | 1,290 | 1,236 | 1,238 | 1,196 | 1,112 | 1,026 | 1,008 | 1,059 | 1,076 | 1,082 | 1,128 | 1,193 | 1,238 | 1,406 | 1,412 |
Cash Equivalents | 10.9% | 220 | 199 | 197 | 141 | 153 | 154 | 193 | 161 | 191 | 242 | 257 | 152 | 143 | 163 | 200 | 157 | 190 | 267 | 359 | 398 | 357 |
Inventory | 1.5% | 675 | 665 | 665 | 632 | 639 | 600 | 540 | 524 | 478 | 416 | 381 | 396 | 418 | 398 | 394 | 411 | 398 | 376 | 362 | 377 | 366 |
Net PPE | 1.8% | 563 | 553 | 545 | 490 | 503 | 512 | 512 | 520 | 514 | 500 | 522 | 505 | 502 | 503 | 529 | 523 | 512 | 477 | 479 | 462 | 468 |
Goodwill | 1.9% | 692 | 679 | 665 | 425 | 432 | 437 | 430 | 436 | 413 | 334 | 336 | 331 | 329 | 327 | 337 | 331 | 323 | 283 | 281 | 234 | 234 |
Liabilities | -0.9% | 2,110 | 2,128 | 2,147 | 1,728 | 1,829 | 1,873 | 1,728 | 1,711 | 1,653 | 1,558 | 1,524 | 1,507 | 1,539 | 1,638 | 1,552 | - | - | - | 1,462 | - | - |
Current Liabilities | -3.0% | 811 | 836 | 853 | 820 | 904 | 928 | 756 | 745 | 696 | 614 | 549 | 533 | 569 | 655 | 563 | 572 | 571 | 526 | 538 | 546 | 540 |
Long Term Debt | - | - | - | - | - | - | - | - | - | - | - | - | 716 | 716 | 716 | 712 | 714 | 710 | 706 | 703 | 698 | 700 |
LT Debt, Current | - | - | - | 11.00 | - | - | - | 1.00 | - | - | - | 0.00 | - | - | - | 0.00 | - | - | - | - | - | - |
LT Debt, Non Current | -0.6% | 1,104 | 1,111 | 1,110 | 711 | 713 | 715 | 717 | 718 | 718 | 715 | 715 | - | - | - | 712 | - | - | - | - | - | - |
Shareholder's Equity | 6.8% | 1,201 | 1,125 | 1,034 | 924 | 913 | 863 | 864 | 858 | 860 | 803 | 790 | 711 | 660 | 668 | 819 | 814 | 846 | 865 | 888 | 928 | 944 |
Retained Earnings | 2.8% | 3,483 | 3,388 | 3,307 | 3,237 | 3,161 | 3,064 | 2,970 | 2,930 | 2,929 | 2,864 | 2,821 | 2,791 | 2,763 | 2,768 | 2,736 | 2,704 | 2,662 | 2,605 | 2,564 | 2,505 | 2,461 |
Additional Paid-In Capital | 3.5% | 515 | 498 | 482 | 471 | 466 | 462 | 451 | 435 | 428 | 419 | 410 | 404 | 395 | 387 | 389 | 378 | 369 | 364 | 360 | 358 | 352 |
Accumulated Depreciation | 2.0% | 930 | 912 | 891 | 864 | 876 | 878 | 868 | 879 | 893 | 875 | 885 | 858 | 837 | 817 | 826 | 803 | 800 | 792 | 779 | 799 | 795 |
Shares Outstanding | - | - | - | 58.00 | - | - | - | 59.00 | - | - | - | 60.00 | 59.00 | - | - | 61.00 | - | - | - | 64.00 | - | - |
Minority Interest | 100.0% | - | -0.05 | -0.10 | -0.09 | -0.08 | -0.06 | -0.19 | -0.10 | -0.04 | -0.11 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 |
Cashflow (Last 12 Months) | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Cashflow From Operations | 21.7% | 565 | 464 | 383 | 382 | 361 | 363 | 365 | 391 | 371 | 375 | 351 | 338 | 377 | 399 | 403 | 380 | 358 | 311 | 329 | 319 | 307 |
Share Based Compensation | -0.8% | 26.00 | 26.00 | 25.00 | 27.00 | 27.00 | 29.00 | 24.00 | 22.00 | 20.00 | 18.00 | 15.00 | 16.00 | 16.00 | 16.00 | 17.00 | 18.00 | 17.00 | 18.00 | 19.00 | 16.00 | 16.00 |
Cashflow From Investing | -9.4% | -526 | -480 | -504 | -82.91 | -157 | -242 | -205 | -213 | -132 | -46.34 | -49.21 | -44.19 | -77.97 | -184 | -192 | -206 | -128 | -27.22 | 21.00 | 26.00 | -164 |
Cashflow From Financing | -53.7% | 29.00 | 63.00 | 134 | -303 | -235 | -207 | -221 | -174 | -199 | -259 | -246 | -296 | -337 | -308 | -371 | -408 | -393 | -369 | -302 | -237 | -177 |
Dividend Payments | 3.2% | 139 | 135 | 131 | 129 | 126 | 124 | 122 | 121 | 120 | 118 | 118 | 118 | 118 | 118 | 118 | 115 | 111 | 107 | 102 | 100 | 98.00 |
Buy Backs | 25.7% | 137 | 109 | 181 | 217 | 241 | 241 | 165 | 104 | 54.00 | 32.00 | 113 | 184 | 245 | 327 | 293 | 302 | 312 | 263 | 202 | 142 | 86.00 |
CONSOLIDATED STATEMENTS OF INCOME - USD ($) $ in Thousands | 3 Months Ended | 6 Months Ended | ||
---|---|---|---|---|
Jun. 30, 2023 | Jun. 30, 2022 | Jun. 30, 2023 | Jun. 30, 2022 | |
CONSOLIDATED STATEMENTS OF INCOME | ||||
Net sales (Note 2) | $ 1,060,565 | $ 969,589 | $ 2,099,908 | $ 1,895,037 |
Cost of goods sold | 687,137 | 636,108 | 1,371,123 | 1,231,779 |
Gross profit | 373,428 | 333,481 | 728,785 | 663,258 |
Selling, general & administrative expenses | 192,748 | 166,792 | 382,864 | 333,478 |
Rationalization and asset impairment charges (Note 6) | 2,667 | (844) | 3,544 | 1,041 |
Operating income | 178,013 | 167,533 | 342,377 | 328,739 |
Interest expense, net | 11,699 | 6,459 | 24,899 | 12,657 |
Other income (expense) (Note 11) | 6,746 | (1,133) | 10,926 | 3,500 |
Income before income taxes | 173,060 | 159,941 | 328,404 | 319,582 |
Income taxes (Note 12) | 35,729 | 32,118 | 69,142 | 65,729 |
Net income | $ 137,331 | $ 127,823 | $ 259,262 | $ 253,853 |
Basic earnings per share (Note 3) | $ 2.39 | $ 2.20 | $ 4.51 | $ 4.35 |
Diluted earnings per share (Note 3) | 2.36 | 2.18 | 4.44 | 4.30 |
Cash dividends declared per share | $ 0.64 | $ 0.56 | $ 1.28 | $ 1.12 |
CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($) $ in Thousands | Jun. 30, 2023 | Dec. 31, 2022 |
---|---|---|
Current Assets | ||
Cash and cash equivalents | $ 220,483 | $ 197,150 |
Accounts receivable (less allowance for doubtful accounts of $12,170 in 2023; $12,556 in 2022) | 570,294 | 541,529 |
Inventories (Note 8) | 674,754 | 665,451 |
Other current assets | 180,647 | 153,660 |
Total Current Assets | 1,646,178 | 1,557,790 |
Property, plant and equipment (less accumulated depreciation of $929,890 in 2023; $890,543 in 2022) | 563,180 | 544,871 |
Goodwill | 692,457 | 665,257 |
Other assets | 409,373 | 412,628 |
TOTAL ASSETS | 3,311,188 | 3,180,546 |
Current Liabilities | ||
Short-term debt (Note 10) | 10,406 | 93,483 |
Trade accounts payable | 358,160 | 352,079 |
Accrued employee compensation and benefits | 159,173 | 109,369 |
Other current liabilities | 283,023 | 297,966 |
Total Current Liabilities | 810,762 | 852,897 |
Long-term debt, less current portion (Note 10) | 1,103,898 | 1,110,396 |
Other liabilities | 195,104 | 183,212 |
Total Liabilities | 2,109,764 | 2,146,505 |
Shareholders' Equity | ||
Common Shares | 9,858 | 9,858 |
Additional paid-in capital | 515,303 | 481,857 |
Retained earnings | 3,483,127 | 3,306,500 |
Accumulated other comprehensive loss | (236,186) | (275,398) |
Treasury Shares | (2,570,678) | (2,488,776) |
Total Equity | 1,201,424 | 1,034,041 |
TOTAL LIABILITIES AND TOTAL EQUITY | $ 3,311,188 | $ 3,180,546 |