Every 8-K that Lincoln Electric Holdings Inc (LECO) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow LECO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full LECO filings page.
Lincoln Electric Holdings, Inc. reported that Michael J. Whitehead, Executive Vice President and President of Americas Welding, has decided to resign from the company effective August 28, 2026 to pursue other business opportunities outside the organization. The company states that his resignation did not result from any disagreement with its Board of Directors, management, operations, policies, or practices.
Until a successor is named, the Americas Welding business will be jointly led by Gary Konarska, Vice President, Global Product Strategy, and Albert Castillo, Vice President, Americas Welding, Sales & LATAM Operations. Both are described as seasoned leaders who are expected to continue advancing the company’s RISE strategic priorities and maintain a customer-first approach.
Lincoln Electric Holdings, Inc. reported record second quarter 2026 results across sales, earnings and cash generation. Net sales increased 12.0% to $1,220 million, driven by 10.1% organic growth, a 1.5% benefit from acquisitions and 0.4% favorable foreign exchange. Net income was $158.5 million, or $2.88 diluted EPS, including $2.7 million of after-tax special charges; adjusted net income was $161.2 million, or $2.93 adjusted EPS. Operating income rose to $220.6 million with an 18.1% margin, or 18.4% on an adjusted basis.
For the first six months of 2026, sales increased 11.9% to $2,341.1 million. Net income was $294.9 million, or $5.34 EPS, and adjusted EPS was $5.43. Second quarter cash flows from operations were $254 million with 138% cash conversion, and the Company returned $120 million to shareholders through dividends and share repurchases.
Lincoln Electric Holdings reported strong first quarter 2026 results. Net sales reached $1.12 billion, up 11.7%, driven by 7.8% organic growth, acquisition benefits and favorable currency. Operating income was $186.2 million, a 16.6% margin, with adjusted operating margin steady at 16.9%.
Net income rose to $136.4 million from $118.5 million, and diluted EPS increased to $2.47 from $2.10. Adjusted net income was $138.5 million and adjusted EPS $2.50, up from $2.16. The company returned $101 million to shareholders through dividends and share repurchases.
Total assets grew to $3.90 billion and return on invested capital was 20.5%, with adjusted ROIC at 21.5%. Free cash flow was $63.0 million versus $158.7 million a year earlier, and cash conversion declined to 46% from 130%, reflecting higher working capital needs.
Lincoln Electric Holdings, Inc. reported the results of its Annual Meeting of Shareholders held on April 17, 2026. Shareholders elected ten directors to serve until the 2027 Annual Meeting or until their successors are elected and qualified.
Director nominees received strong support, with votes for individual directors generally around 40.5 million to 41.0 million, and broker non-votes of 6,521,272 for each nominee.
Shareholders also ratified Ernst & Young LLP as the independent registered public accounting firm for the year ending December 31, 2026, with 46,450,991 votes for, 1,402,077 against, and 24,590 abstentions. In addition, shareholders approved on an advisory basis the compensation of the company’s named executive officers, with 40,053,258 votes for, 1,166,337 against, 136,791 abstentions, and 6,521,272 broker non-votes.
Lincoln Electric Holdings reported solid fourth quarter and full year 2025 results. Fourth quarter net sales rose 5.5% to $1,078.7 million, with organic sales up 2.5%, and diluted EPS of $2.45; adjusted EPS increased to $2.65 from $2.57 a year earlier. Operating income margin was 17.1%, with an adjusted margin of 18.0%.
For the full year 2025, net sales grew 5.6% to $4,233.0 million, driven by 2.5% organic growth and a 2.7% benefit from acquisitions. Diluted EPS increased to $9.32 from $8.15, and adjusted EPS rose to $9.87 from $9.29. Operating income margin improved to 17.0% from 15.9%, while adjusted operating margin held at 17.6%. Net cash provided by operating activities reached $661.2 million, supporting $534.2 million of free cash flow and $507 million returned to shareholders through dividends and share repurchases.
Lincoln Electric (LECO) furnished quarterly results. The company reported that it issued a press release covering financial results for the quarter ended September 30, 2025. The release is attached as Exhibit 99.1 and is available on the company’s website.
The information, including the exhibit, is being furnished under Item 2.02 and is not deemed filed under the Exchange Act.
Lincoln Electric Holdings, Inc. approved a new Executive Severance Plan, effective November 1, 2025, to replace existing individual change‑in‑control severance agreements. The plan covers senior executives, including the current named executive officers, and provides severance compensation and benefits for certain involuntary terminations without Cause or for Good Reason both before and within 24 months after a Change in Control.
The plan requires an effective release and ongoing compliance with restrictive covenants to receive or continue benefits, and includes a tax cutback feature to optimize net after‑tax outcomes under Sections 280G/4999 of the Code. If a Change in Control occurs, executives may receive any earned but unpaid bonus for a completed period and a prorated annual bonus for the year of the Change in Control, based on the greater of target or actual performance as determined by the Company. Amendments adverse to executives require 12 months’ notice or consent before a Change in Control, and during the 24‑month period following a Change in Control the plan cannot be terminated and adverse amendments require executive consent.