Lincoln Electric's stock surged 5.09% during intraday trading on Thursday, following the release of its fourth-quarter 2025 financial results.

The industrial machinery leader reported adjusted earnings per share of $2.65, beating analyst estimates of $2.54 by 4.21%. This represents a 3.11% increase from the $2.57 per share reported in the same period last year. While quarterly sales of $1.079 billion missed the consensus estimate of $1.099 billion, the market appears to be focusing on the company's strong profitability and shareholder returns.

The company also reported an operating income margin of 17.1% and returned $507 million to shareholders through dividends and share repurchases during the full year 2025. These positive financial metrics, particularly the earnings beat, are likely driving investor optimism and the stock's significant intraday gain.