Advertisement
DCI vs LECO
Which Stock Would AI Choose? Donaldson Company (DCI) vs. Lincoln Electric Holdings (LECO) Stock Comparison
Key Takeaways
- Both DCI and LECO operate in the industrials sector, with DCI focused on filtration systems and LECO on welding and cutting equipment.
- Recent quarterly results showed LECO delivering stronger organic sales growth and raising full-year guidance, while DCI reported solid but narrower revised expectations.
- Market capitalization stands higher for LECO at approximately $15.4 billion compared with DCI near $10.8 billion.
- LECO has exhibited greater year-to-date price appreciation amid improving industrial demand, while DCI demonstrates more stable aftermarket revenue streams.
- Analyst sentiment remains constructive for both, with LECO seeing recent rating upgrades tied to capital expenditure recovery.
- Relative performance highlights trade-offs between DCI’s diversified filtration exposure and LECO’s leverage to manufacturing and construction activity.
Introduction
Donaldson Company (DCI) and Lincoln Electric Holdings (LECO) represent two established industrials names with complementary yet distinct exposures to global manufacturing and infrastructure cycles. This comparison examines their business models, recent financial results, and market positioning to assist institutional and individual investors evaluating relative value within the sector. Portfolio managers and traders focused on industrial cyclicality, dividend sustainability, and earnings momentum may find the analysis relevant when constructing or rebalancing holdings.
DCI Overview and Recent Performance
Donaldson Company manufactures filtration systems and replacement parts across mobile, industrial, and life sciences applications. In recent weeks, shares have traded near $93 amid broader market volatility in industrial names. The company delivered a fiscal third-quarter earnings beat with revenue rising approximately 6% year over year, supported by aftermarket demand in mobile solutions. Management narrowed certain elements of fiscal 2026 guidance while maintaining overall expectations, reflecting cautious optimism around end-market conditions. Sentiment has been influenced by steady recurring revenue from replacement filters and modest institutional accumulation, though analyst price targets show some dispersion.
LECO Overview and Recent Performance
Lincoln Electric Holdings designs and manufactures welding, cutting, and brazing products with operations segmented across the Americas, international markets, and specialty products. Recent market activity has featured notable strength, with shares trading near $282 following a second-quarter earnings report that exceeded expectations on both revenue and adjusted earnings. Organic sales growth reached double digits, prompting an upward revision to full-year 2026 sales guidance. Positive sentiment stems from volume recovery in key regions and automation demand, supported by analyst rating upgrades and new institutional positions.
Trending AI Robots
Tickeron’s Trending AI Robots page curates the platform’s most effective automated trading strategies based on current market conditions. Tickeron offers hundreds of AI trading bots that execute across thousands of tickers, yet only those demonstrating superior backtested performance, risk-adjusted returns, and alignment with prevailing trends receive placement in this section. Available bots span diverse styles, including momentum, mean-reversion, and breakout approaches, with varying timeframes, win rates, and drawdown statistics typically ranging from conservative single-digit volatility profiles to higher-frequency strategies. Investors and traders can review detailed metrics for each bot before deployment. Explore the full selection at Trending AI Robots to identify strategies suited to individual risk preferences and market outlooks.
Head-to-Head Comparison
Donaldson Company and Lincoln Electric Holdings both serve industrial end markets but differ in revenue drivers and cyclical sensitivity. DCI benefits from a high proportion of aftermarket filtration sales that provide relative stability across economic cycles, whereas LECO derives greater leverage from equipment sales tied to manufacturing and construction capital expenditure. Recent momentum favors LECO following its earnings beat and guidance raise, while DCI maintains steadier but less accelerated growth. Risk factors include exposure to raw-material costs and global supply chains for both, though LECO carries higher debt levels relative to its capitalization. Sector sentiment has improved with signs of industrial recovery, positioning LECO for potentially greater upside in a sustained capex environment and DCI for defensive characteristics in softer demand scenarios.
Tickeron AI Verdict
Based on observable factors including recent earnings consistency, guidance revisions, and relative price momentum, Tickeron’s AI models currently assign a modestly higher probability of favorable near-term performance to LECO. The company’s stronger organic growth trajectory and analyst upgrades provide a constructive signal, though both equities remain subject to broader industrial and macroeconomic variables.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DCI is a Hold and LECO is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
DCI’s FA Score shows that 0 FA rating(s) are green whileLECO’s FA Score has 2 green FA rating(s).
- DCI’s FA Score: 0 green, 5 red.
- LECO’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
DCI’s TA Score shows that 4 TA indicator(s) are bullish while LECO’s TA Score has 5 bullish TA indicator(s).
- DCI’s TA Score: 4 bullish, 7 bearish.
- LECO’s TA Score: 5 bullish, 3 bearish.
Price Growth
DCI (@Industrial Machinery) experienced а +1.37% price change this week, while LECO (@Tools & Hardware) price change was +3.12% for the same time period.
The average weekly price growth across all stocks in the @Industrial Machinery industry was +0.85%. For the same industry, the average monthly price growth was -7.13%, and the average quarterly price growth was -1.40%.
The average weekly price growth across all stocks in the @Tools & Hardware industry was -2.71%. For the same industry, the average monthly price growth was -3.99%, and the average quarterly price growth was +3.08%.
Reported Earning Dates
DCI is expected to report earnings on Dec 02, 2026.
LECO is expected to report earnings on Oct 22, 2026.
Industries' Descriptions
@Industrial Machinery (+0.85% weekly)The industry makes and maintains machines for consumers, the industry, and most other companies. While it has traditionally been categorized as heavy industry, some smaller companies are also branching into the light category. The industry is pivotal in providing the equipment for production in businesses like agriculture, mining, industry and construction, gas, electricity and water utilities. It also supplies supporting equipment for almost all sectors of the economy, such as equipment for heating, and air conditioning of buildings. Illinois Tool Works Inc., Parker-Hannifin Corporation and Rockwell Automation Inc are some of the major U.S. companies operating in this industry.
@Tools & Hardware (-2.71% weekly)Tools & Hardware industry includes companies that manufacture security products, storage cabinets, steel rules and tapes, calipers, shoe hook fasteners, lumber, structural materials and other related supplies. Stanley Black & Decker, Inc., Snap-on Incorporated and L.S. Starrett Company are some of the largest, established players in this industry. The industry is also seeing rapid growth in online sales. The proliferation of do-it-yourself (DIY) projects has boosted industry demand. But oil price volatility poses potential risks to this industry, particularly to e-commerce companies which spend on services of shipping companies, which might alter charges based on oil price movements.
| DCI | LECO | DCI / LECO | |
| Capitalization | 10.4B | 15.1B | 69% |
| EBITDA | 694M | 875M | 79% |
| Gain YTD | 3.635 | 16.331 | 22% |
| P/E Ratio | 23.33 | 27.68 | 84% |
| Revenue | 3.81B | 4.48B | 85% |
| Total Cash | N/A | 242M | - |
| Total Debt | 608M | 1.15B | 53% |
DCI | LECO | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 61 | 65 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 40 Fair valued | 84 Overvalued | |
PROFIT vs RISK RATING 1..100 | 49 | 28 | |
SMR RATING 1..100 | 35 | 27 | |
PRICE GROWTH RATING 1..100 | 52 | 50 | |
P/E GROWTH RATING 1..100 | 57 | 39 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
DCI's Valuation (40) in the Industrial Specialties industry is somewhat better than the same rating for LECO (84) in the Industrial Machinery industry. This means that DCI’s stock grew somewhat faster than LECO’s over the last 12 months.
LECO's Profit vs Risk Rating (28) in the Industrial Machinery industry is in the same range as DCI (49) in the Industrial Specialties industry. This means that LECO’s stock grew similarly to DCI’s over the last 12 months.
LECO's SMR Rating (27) in the Industrial Machinery industry is in the same range as DCI (35) in the Industrial Specialties industry. This means that LECO’s stock grew similarly to DCI’s over the last 12 months.
LECO's Price Growth Rating (50) in the Industrial Machinery industry is in the same range as DCI (52) in the Industrial Specialties industry. This means that LECO’s stock grew similarly to DCI’s over the last 12 months.
LECO's P/E Growth Rating (39) in the Industrial Machinery industry is in the same range as DCI (57) in the Industrial Specialties industry. This means that LECO’s stock grew similarly to DCI’s over the last 12 months.
| DCI | LECO | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 47% | N/A |
| Stochastic ODDS (%) | 2 days ago 61% | 2 days ago 67% |
| Momentum ODDS (%) | 2 days ago 42% | 2 days ago 63% |
| MACD ODDS (%) | 2 days ago 47% | 2 days ago 56% |
| TrendWeek ODDS (%) | 2 days ago 54% | 2 days ago 58% |
| TrendMonth ODDS (%) | 2 days ago 43% | 2 days ago 60% |
| Advances ODDS (%) | 6 days ago 50% | 2 days ago 65% |
| Declines ODDS (%) | 9 days ago 40% | 9 days ago 56% |
| BollingerBands ODDS (%) | 2 days ago 56% | 2 days ago 70% |
| Aroon ODDS (%) | 2 days ago 34% | 2 days ago 56% |
Advertisement
DCI and
Correlation & Price change
A.I.dvisor indicates that over the last year, DCI has been closely correlated with LECO. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if DCI jumps, then LECO could also see price increases.
| Ticker / NAME | Correlation To DCI | 1D Price Change % | ||
|---|---|---|---|---|
| DCI | 100% | -0.04% | ||
| LECO - DCI | 73% Closely correlated | +0.22% | ||
| SWK - DCI | 68% Closely correlated | -2.81% | ||
| ATMU - DCI | 67% Closely correlated | -1.88% | ||
| HLMN - DCI | 67% Closely correlated | -1.69% | ||
| KMT - DCI | 65% Loosely correlated | -1.77% | ||
More | ||||