Wall Street’s bearish price targets for the stocks in this article signal serious concerns.
Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.
As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the professional tools and equipment industry, including Lincoln Electric (NASDAQ:LECO) and its peers.
Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations.
However, they face intense competition from scaled industry giants and can be disrupted by new innovative players vying for a slice of the pie.
Welding equipment manufacturer Lincoln Electric (NASDAQ:LECO) reported Q1 CY2025 results topping the market’s revenue expectations, with sales up 2.4% year on year to $1 billion. Its non-GAAP profit of $2.16 per share was 3.4% below analysts’ consensus estimates.
While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns.
Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.
Welding equipment manufacturer Lincoln Electric (NASDAQ:LECO) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, with sales up 2.4% year on year to $1.00 billion. Its non-GAAP profit of $2.16 per share was 3.2% below analysts’ consensus estimates.
Lincoln Electric has followed the market’s trajectory closely. The stock is down 5.5% to $183.04 per share over the past six months while the S&P 500 has lost 6.9%. This might have investors contemplating their next move.
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how professional tools and equipment stocks fared in Q4, starting with Middleby (NASDAQ:MIDD).
Softness in the manufacturing sector, a slowdown in new orders, and the lingering effects of supply-chain issues have impacted the manufacturing tools industry. However, here are some stocks in the space to keep an eye on despite these challenges.
As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the professional tools and equipment industry, including Lincoln Electric (NASDAQ:LECO) and its peers.
Whether you see them or not, industrials businesses play a crucial part in our daily activities. Still, their generally high capital requirements expose them to the ups and downs of economic cycles, and the market seems to be baking in a prolonged downturn
as the industry has shed 1.7% over the past six months. This drawdown was discouraging since the S&P 500 returned 5.3%.
Looking back on professional tools and equipment stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including Nordson (NASDAQ:NDSN) and its peers.
Earnings results often indicate what direction a company will take in the months ahead. With Q4 behind us, let’s have a look at Hyster-Yale Materials Handling (NYSE:HY) and its peers.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how ESAB (NYSE:ESAB) and the rest of the professional tools and equipment stocks fared in Q4.
Lift truck and material handling solutions manufacturer Hyster-Yale Materials Handling (NYSE:HY)
will be reporting results tomorrow after market hours. Here’s what to look for.
