Michael Simpson, CFA Lincoln Electric Holding LECO-Q TOP PICK Oct 03, 2025

Boring, old-economy welding. A play on robotics, automated factories coming back to the US, and AI. Great ROIC and ROE. Grows dividend. Solid company. 50% of revenue comes from consumables. Under the radar, can't easily be replicated. Leader in the field. Yield is 1.27%.

(Analysts’ price target is $255.09)

Michael Simpson, CFA

Owned

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$236.390

Stock price when the opinion was issued

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COMMENT

Makes welding equipment. Great, long-term track record. Makes excellent equipment. Growth on the re-industrialization of North America, including pipeline growth, etc. Trading at a great valuation.

BUY ON WEAKNESS

Shares are down because they missed revenues last quarter. Shares are so down that's it a buy. He likes the company.

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