Lincoln Electric Holdings vs Timken
Lincoln Electric Holdings and Timken are similar in size: $4.23bn and $4.58bn of revenue in their latest fiscal years. Lincoln Electric Holdings grew faster (5.6% against 0.2%). Lincoln Electric Holdings kept more of each dollar of sales as profit: a net margin of 12.3% against 6.3%.
| Latest fiscal year | Lincoln Electric HoldingsLECO, 2025 | TimkenTKR, 2025 |
|---|---|---|
| Revenue | $4.23bn | $4.58bn |
| Revenue growth | 5.6% | 0.2% |
| Net income | $521m | $288m |
| Operating margin | — | — |
| Net margin | 12.3% | 6.3% |
| Return on equity | 37.2% | 9.6% |
| Free cash flow | $534m | $406m |
| Cash | $309m | $364m |
| Total debt | $1.29bn | $1.92bn |
| Debt to equity | — | — |
| Dividend per share | $3.04 | $1.39 |
| Dividend yield | 1.1% | 1.2% |
| Share buybacks | $338m | $57.4m |
| Employees | — | 19,000 |
| Market value | $15.44bn | $8.11bn |
| Price vs our value range | Within our value range | Above our value range |
| Moat score | 81 (Strong) | 69 (Moderate) |
| Insider trades, 12 months | 0 buys, 8 sales | 0 buys, 12 sales |