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Stock impact report

Lincoln Electric: When Labor Becomes the Constraint [Yahoo! Finance]

Lincoln Electric Holdings, Inc. - Common Shares (LECO) 
Last lincoln electric holdings, inc. - common shares earnings: 4/27 07:30 am Check Earnings Report
US:NASDAQ Investor Relations: ir.lincolnelectric.com
Company Research Source: Yahoo! Finance
bring orders forward, slowdowns delay them, and earnings oscillate accordingly. That framework still dominates how many manufacturing businesses are valued. Yet in pockets of the industrial economy, spending decisions are no longer driven primarily by growth expectations or confidence. They are driven by constraint.\ Is LECO fairly valued? Test your thesis with our free DCF calculator. Skilled labor has become one of the most binding constraints across North American manufacturing. Welding, in particular, sits at the center of that problem. The average age of certified welders continues to rise, training pipelines remain thin, and turnover costs have climbed meaningfully. For many fabricators, the marginal problem is no longer how to win more work, but how to execute existing contracts with fewer experienced hands. For example, Lincoln Electric's automation customers often cite payback periods of less than two years per robotic cell, driven by labor savings, reduced rework, and hi Show less Read more
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