Lincoln Electric Holdings Inc (NAS:LECO)

$ 180.51 -4.94 (-2.66%) Market Cap: 10.19 Bil Enterprise Value: 11.04 Bil PE Ratio: 21.54 PB Ratio: 7.61 GF Score: 87/100

Lincoln Electric Holdings Inc at Stifel Cross Sector Insight Conference Transcript

Jun 08, 2022 / 02:20PM GMT

Release Date Price: $138.4 (-1.38%)

Transcript

Adam Michael Farley

Stifel, Nicolaus & Company, Incorporated, Research Division - Analyst

All right. Good morning, everyone. Welcome to the Stifel Cross Sector Insight Conference. With us today we have Lincoln Electric. Like to introduce Gabe Bruno, EVP and CFO. So today's format, I will be doing 3 Bear Cases followed by 3 Bull Cases to help better understand the story.

Questions & Answers

Adam Michael Farley

Stifel, Nicolaus & Company, Incorporated, Research Division - Analyst

So with that, I'll jump into the Bear Case #1. Lincoln has done very well passing increased costs through to customers, including margin. When costs normalize, that pricing is going to reverse and earnings are going to decline. The business is over-earning right now.

Gabriel Bruno

Lincoln Electric Holdings, Inc. - Executive VP, CFO & Treasurer

All right. First of all, thank you, Adam, for hosting the conference. Great to be here. When I think of this bear case, I think about what our long-term positioning is with our

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