About Cabling Installation & Maintenance

Our mission: Bringing practical business and technical intelligence to today's structured cabling professionals

For more than 30 years, Cabling Installation & Maintenance has provided useful, practical information to professionals responsible for the specification, design, installation and management of structured cabling systems serving enterprise, data center and other environments. These professionals are challenged to stay informed of constantly evolving standards, system-design and installation approaches, product and system capabilities, technologies, as well as applications that rely on high-performance structured cabling systems. Our editors synthesize these complex issues into multiple information products. This portfolio of information products provides concrete detail that improves the efficiency of day-to-day operations, and equips cabling professionals with the perspective that enables strategic planning for networks’ optimum long-term performance.

Throughout our annual magazine, weekly email newsletters and 24/7/365 website, Cabling Installation & Maintenance digs into the essential topics our audience focuses on.

  • Design, Installation and Testing: We explain the bottom-up design of cabling systems, from case histories of actual projects to solutions for specific problems or aspects of the design process. We also look at specific installations using a case-history approach to highlight challenging problems, solutions and unique features. Additionally, we examine evolving test-and-measurement technologies and techniques designed to address the standards-governed and practical-use performance requirements of cabling systems.
  • Technology: We evaluate product innovations and technology trends as they impact a particular product class through interviews with manufacturers, installers and users, as well as contributed articles from subject-matter experts.
  • Data Center: Cabling Installation & Maintenance takes an in-depth look at design and installation workmanship issues as well as the unique technology being deployed specifically for data centers.
  • Physical Security: Focusing on the areas in which security and IT—and the infrastructure for both—interlock and overlap, we pay specific attention to Internet Protocol’s influence over the development of security applications.
  • Standards: Tracking the activities of North American and international standards-making organizations, we provide updates on specifications that are in-progress, looking forward to how they will affect cabling-system design and installation. We also produce articles explaining the practical aspects of designing and installing cabling systems in accordance with the specifications of established standards.

Cabling Installation & Maintenance is published by Endeavor Business Media, a division of EndeavorB2B.

Contact Cabling Installation & Maintenance

Editorial

Patrick McLaughlin

Serena Aburahma

Advertising and Sponsorship Sales

Peter Fretty - Vice President, Market Leader

Tim Carli - Business Development Manager

Brayden Hudspeth - Sales Development Representative

Subscriptions and Memberships

Subscribe to our newsletters and manage your subscriptions

Feedback/Problems

Send a message to our general in-box

 

Lincoln Electric’s Q2 Earnings Call: Our Top 5 Analyst Questions

LECO Cover Image

Lincoln Electric’s second quarter results were met with a notably positive market reaction, as the company’s performance surpassed Wall Street’s expectations on both revenue and earnings. Management cited diligent price management and improved volume performance in the Americas Welding and Harris Products Group segments as key contributors. CEO Steven Hedlund noted, “Our team has done an excellent job managing inflationary headwinds and navigating supply chain complexities while maintaining our neutral price/cost position.” The company also benefited from operational efficiencies and targeted cost savings, which helped offset ongoing volume pressures and inflation.

Is now the time to buy LECO? Find out in our full research report (it’s free).

Lincoln Electric (LECO) Q2 CY2025 Highlights:

  • Revenue: $1.09 billion vs analyst estimates of $1.04 billion (6.6% year-on-year growth, 5.1% beat)
  • Adjusted EPS: $2.60 vs analyst estimates of $2.31 (12.4% beat)
  • Adjusted EBITDA: $219.6 million vs analyst estimates of $203.2 million (20.2% margin, 8.1% beat)
  • Operating Margin: 17.6%, up from 14.6% in the same quarter last year
  • Organic Revenue rose 2.9% year on year vs analyst estimates of 1.2% declines (400.4 basis point beat)
  • Market Capitalization: $13.36 billion

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From Lincoln Electric’s Q2 Earnings Call

  • Angel Castillo (Morgan Stanley) asked about July order trends and customer demand progression. CFO Gabriel Bruno indicated that order trends held steady into July, with general industries showing improvement and heavy industries remaining cautious.

  • Saree Emily Boroditsky (Jefferies) questioned the impact of tariff clarity on customer investment. CEO Steven Hedlund explained that clearer trade policy would help customers commit to capital projects, particularly in automation and equipment.

  • Bryan Francis Blair (Oppenheimer) inquired about automation quoting activity and potential demand inflection. CEO Hedlund responded that quoting remains strong, but management remains conservative on when those quotes will translate to orders.

  • Mircea Dobre (Baird) asked about automation mix and general industries growth. Bruno clarified that automation is expected to be flat for the year, and noted that general industries, including HVAC and consumables, showed steadier trends than anticipated.

  • Nathan Hardie Jones (Stifel) sought detail on pricing versus volume in consumables. Bruno explained that pricing was higher on consumables than equipment, with volumes holding flat and pricing actions already taken to address steel and aluminum tariffs.

Catalysts in Upcoming Quarters

In the coming quarters, the StockStory team will be monitoring (1) whether automation and equipment order rates accelerate as trade policy uncertainty diminishes, (2) the realization of permanent structural cost savings supporting operating margins, and (3) demand trends in key end markets like HVAC, data centers, and general industries. The integration of the Alloy Steel acquisition and further progress in automation adoption will also be important indicators of Lincoln Electric’s execution.

Lincoln Electric currently trades at $242.11, up from $223.49 just before the earnings. At this price, is it a buy or sell? Find out in our full research report (it’s free).

Our Favorite Stocks Right Now

Donald Trump’s April 2025 "Liberation Day" tariffs sent markets into a tailspin, but stocks have since rebounded strongly, proving that knee-jerk reactions often create the best buying opportunities.

The smart money is already positioning for the next leg up. Don’t miss out on the recovery - check out our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025).

Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today.

StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.

Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms Of Service.