Lincoln Electric Holdings, Inc. (NASDAQ:LECO ) Morgan Stanley's 13th Annual Laguna Conference September 11, 2025 12:15 PM EDT Company Participants Gabriel Bruno - Executive VP, CFO & Treasurer Conference Call Participants Angel Castillo Malpica - Morgan Stanley, Research Division Presentation Angel Castillo Malpica Vice President Thanks and good morning, everyone. Thank you for joining us.
I track a universe of 50 high-quality dividend growth stocks to identify attractive investment opportunities based on valuation and future return potential. My custom valuation model highlights 23 stocks with estimated future returns above 10%, with 12 of these also appearing undervalued by free cash flow. Top picks include Resmed, MarketAxess, Ferrari, MSCI, Accenture, and others, each offerin...
Lincoln Electric Holdings, Inc. (NASDAQ:LECO ) Jefferies Mining and Industrials Conference 2025 September 4, 2025 8:50 AM EDT Company Participants Gabriel Bruno - Executive VP, CFO & Treasurer Conference Call Participants Saree Boroditsky - Jefferies LLC, Research Division Presentation Saree Boroditsky Equity Analyst Good morning. My name is Saree Boroditsky.
CLEVELAND--(BUSINESS WIRE)-- #LEA--Lincoln Electric Holdings, Inc., (Nasdaq: LECO) today announced participation in the following upcoming events with the financial community in the month of September: Jefferies Industrials Conference Thursday, September 4, 2025 8:50 am ET live webcast New York, NY Gabe Bruno, Executive Vice President and Chief Financial Officer Morgan Stanley 13th Annual Lagun...
My investable universe of 50 high-quality dividend growth stocks aims to identify attractive opportunities based on valuation and future return potential. Currently, 20 stocks offer an estimated future return of at least 10%, with 10 of these also appearing potentially undervalued by my Free Cash Flow model. Top highlighted stocks like MKTX, RACE, RMD, MSCI, and TTC combine strong free cash flo...
LECO is a high-quality, global leader in welding, with a sticky "razor-and-blades" business model driving recurring revenue. Capital allocation is disciplined, focusing on shareholder yield and small, bolt-on acquisitions rather than risky, transformative deals. LECO is a compounder worth watching for GARP investors, but patience is needed for a better entry point after recent tariff-driven vol...
CLEVELAND--(BUSINESS WIRE)-- #LEA--Lincoln Electric Holdings, Inc. (Nasdaq: LECO) (the “Company”) announced today that it has acquired the remaining 65% interest in Alloy Steel Australia (Int) Pty Ltd. and its related businesses (“Alloy Steel”). The Company acquired an approximate 35% ownership interest in Alloy Steel on April 1, 2025, and following the completion of this transaction, the Compa...
Lincoln Electric remains a cash-generative industrial leader with a niche in welding consumables, equipment, and automation. LECO remains a top-quartile business, posting ~$0.10-$0.14 in FCF underneath every $1 of revenue. Valuations discounting above-hurdle earnings support a long-term holding margin on this name with dividend growth as a second value add.
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