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    Christian Zilo

    Research Analyst at KeyBanc Capital Markets

    Christian Zilo is an Equity Research Associate at KeyBanc Capital Markets, focusing on covering companies within the industrials sector, including Lincoln Electric Holdings. Zilo has established himself as a rigorous analyst, noted for his insightful questions and coverage of performance trends in sub-sectors such as automation and automotive-related manufacturing. Having begun his career in equity research, he has participated in evaluating company outlooks and financial performance, supporting senior analysts in delivering actionable intelligence to institutional clients. Zilo holds relevant securities industry credentials and contributes to comprehensive coverage across key industrial names at KeyBanc Capital Markets.

    Christian Zilo's questions to LINCOLN ELECTRIC HOLDINGS (LECO) leadership

    Christian Zilo's questions to LINCOLN ELECTRIC HOLDINGS (LECO) leadership • Q1 2025

    Question

    Christian Zilo, sitting in for Steve Barger, asked if visibility in the automotive automation market has changed since Q4 and whether recent tariff news could impact the outlook. He also inquired if the current environment mirrors the 2018-2019 period of tariff-driven price hikes followed by volume weakness, and what the implications are for Americas margins.

    Answer

    CEO Steven Hedlund stated it was too early to assess the impact of very recent tariff policy changes. CFO Gabriel Bruno added that while long-lead-time auto projects provided some strength in Q1, they are closely monitoring the industry's response to tariffs. Regarding the 2018-2019 comparison, Bruno expressed confidence in the long-term improvement of Americas margins, which will be supported by an eventual recovery in automation volumes and contributions from acquisitions.

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