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EMR vs LECO
Which Stock Would AI Choose? Emerson Electric (EMR) vs. Lincoln Electric (LECO) Stock Comparison
Key Takeaways
- Emerson Electric (EMR) operates in industrial automation with upcoming Q3 fiscal 2026 earnings expected to show revenue and EPS growth, though analyst sentiment includes some caution.
- Lincoln Electric (LECO) reported strong Q2 2026 results with revenue and adjusted EPS beats, prompting an upward revision to full-year sales outlook and positive post-earnings momentum.
- Both companies serve industrial sectors but differ in focus: EMR emphasizes automation solutions while LECO specializes in welding and cutting equipment.
- Recent market activity shows LECO exhibiting stronger immediate price response to earnings compared to EMR's pre-earnings positioning.
- Sector exposure for both remains tied to broader industrial demand, with varying exposure to manufacturing cycles and capital spending trends.
- Relative performance in recent weeks highlights contrasts in earnings timing and market reactions between the two industrials stocks.
Introduction
Emerson Electric (EMR) and Lincoln Electric (LECO) represent two established players in the industrial sector, each with distinct business models that appeal to investors seeking exposure to manufacturing, automation, and related capital goods. This comparison examines their recent performance, operational drivers, and market positioning to assist traders and investors evaluating relative opportunities within industrials. The analysis draws on verifiable developments from recent market activity and is relevant for those monitoring earnings cycles, sector rotation, and company-specific catalysts in the current environment.
EMR Overview and Recent Performance
Emerson Electric (EMR) provides automation solutions, control systems, and measurement instrumentation primarily for process and hybrid industries. In recent weeks, the stock has traded in a range influenced by anticipation of its Q3 fiscal 2026 earnings, scheduled for release on August 4. Consensus estimates point to revenue of approximately $4.79 billion and EPS of $1.68, reflecting year-over-year growth. Broader market activity shows the shares advancing from early-year levels near $132.78 to around $150, supported by backlog optimism and select analyst upgrades, though a Zacks Rank of 4 (Sell) indicates potential near-term caution amid margin pressures from costs.
LECO Overview and Recent Performance
Lincoln Electric (LECO) is a global leader in arc welding products, automated joining systems, and cutting equipment. Recent market activity featured the company's Q2 2026 earnings release on July 30, which delivered revenue of $1.22 billion, exceeding estimates of $1.17 billion, along with adjusted EPS of $2.93 versus consensus of $2.81. The results prompted an upward revision to the full-year sales outlook. Shares responded positively, rising approximately 4.4% on the day following the report to close near $261. Year-to-date performance reflects gains of about 9%, consistent with steady industrial demand for its specialized equipment.
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Head-to-Head Comparison
Emerson Electric (EMR) and Lincoln Electric (LECO) differ in core business models, with EMR centered on broad industrial automation and process control while LECO focuses on specialized welding and fabrication technologies. Growth drivers for EMR include demand for automation software and systems in energy and manufacturing, whereas LECO benefits from infrastructure, construction, and fabrication spending. Recent momentum favors LECO following its earnings beat and guidance raise, contrasting with EMR’s pre-earnings positioning. Risk factors include cyclical exposure for both, though LECO’s narrower product focus may introduce greater sensitivity to welding consumables demand. Sector exposure remains industrial for each, with market sentiment reflecting earnings visibility—stronger near-term for LECO and event-driven for EMR.
Tickeron AI Verdict
Based on observable factors such as recent earnings consistency, momentum following results, and relative positioning, Tickeron’s AI would currently assign a higher probabilistic preference to Lincoln Electric (LECO). The company’s demonstrated beat on key metrics and raised outlook provide clearer near-term catalysts compared to Emerson Electric (EMR)’s upcoming report, though both remain subject to broader industrial trends and execution risks.
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 EMR is a Hold and LECO is a StrongBuy.
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).
EMR’s FA Score shows that 1 FA rating(s) are green whileLECO’s FA Score has 2 green FA rating(s).
- EMR’s FA Score: 1 green, 4 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.
EMR’s TA Score shows that 5 TA indicator(s) are bullish while LECO’s TA Score has 4 bullish TA indicator(s).
- EMR’s TA Score: 5 bullish, 5 bearish.
- LECO’s TA Score: 4 bullish, 5 bearish.
Price Growth
EMR (@Industrial Machinery) experienced а +1.27% price change this week, while LECO (@Tools & Hardware) price change was +3.91% for the same time period.
The average weekly price growth across all stocks in the @Industrial Machinery industry was -1.07%. For the same industry, the average monthly price growth was -11.16%, and the average quarterly price growth was -5.53%.
The average weekly price growth across all stocks in the @Tools & Hardware industry was -0.29%. For the same industry, the average monthly price growth was -3.22%, and the average quarterly price growth was +8.93%.
Reported Earning Dates
EMR is expected to report earnings on Aug 04, 2026.
LECO is expected to report earnings on Oct 22, 2026.
Industries' Descriptions
@Industrial Machinery (-1.07% 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 (-0.29% 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.
| EMR | LECO | EMR / LECO | |
| Capitalization | 83.9B | 14.2B | 591% |
| EBITDA | 5.05B | 875M | 577% |
| Gain YTD | 13.776 | 9.722 | 142% |
| P/E Ratio | 34.68 | 26.13 | 133% |
| Revenue | 18.3B | 4.48B | 408% |
| Total Cash | 1.79B | 242M | 740% |
| Total Debt | 14.1B | 1.15B | 1,228% |
EMR | LECO | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 45 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 37 Fair valued | 81 Overvalued | |
PROFIT vs RISK RATING 1..100 | 31 | 31 | |
SMR RATING 1..100 | 64 | 26 | |
PRICE GROWTH RATING 1..100 | 34 | 53 | |
P/E GROWTH RATING 1..100 | 71 | 56 | |
SEASONALITY SCORE 1..100 | 75 | 65 |
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.
EMR's Valuation (37) in the Electrical Products industry is somewhat better than the same rating for LECO (81) in the Industrial Machinery industry. This means that EMR’s stock grew somewhat faster than LECO’s over the last 12 months.
EMR's Profit vs Risk Rating (31) in the Electrical Products industry is in the same range as LECO (31) in the Industrial Machinery industry. This means that EMR’s stock grew similarly to LECO’s over the last 12 months.
LECO's SMR Rating (26) in the Industrial Machinery industry is somewhat better than the same rating for EMR (64) in the Electrical Products industry. This means that LECO’s stock grew somewhat faster than EMR’s over the last 12 months.
EMR's Price Growth Rating (34) in the Electrical Products industry is in the same range as LECO (53) in the Industrial Machinery industry. This means that EMR’s stock grew similarly to LECO’s over the last 12 months.
LECO's P/E Growth Rating (56) in the Industrial Machinery industry is in the same range as EMR (71) in the Electrical Products industry. This means that LECO’s stock grew similarly to EMR’s over the last 12 months.
| EMR | LECO | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 49% | N/A |
| Stochastic ODDS (%) | 3 days ago 56% | 3 days ago 51% |
| Momentum ODDS (%) | 3 days ago 64% | 3 days ago 70% |
| MACD ODDS (%) | 3 days ago 60% | 3 days ago 64% |
| TrendWeek ODDS (%) | 3 days ago 58% | 3 days ago 64% |
| TrendMonth ODDS (%) | 3 days ago 54% | 3 days ago 60% |
| Advances ODDS (%) | 3 days ago 60% | 6 days ago 62% |
| Declines ODDS (%) | 26 days ago 57% | 4 days ago 58% |
| BollingerBands ODDS (%) | 3 days ago 60% | 3 days ago 47% |
| Aroon ODDS (%) | 3 days ago 59% | 3 days ago 59% |
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LECO and
Correlation & Price change
A.I.dvisor indicates that over the last year, LECO has been closely correlated with GGG. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if LECO jumps, then GGG could also see price increases.
| Ticker / NAME | Correlation To LECO | 1D Price Change % | ||
|---|---|---|---|---|
| LECO | 100% | +4.43% | ||
| GGG - LECO | 74% Closely correlated | -0.76% | ||
| DOV - LECO | 73% Closely correlated | +0.27% | ||
| DCI - LECO | 73% Closely correlated | +1.71% | ||
| ZWS - LECO | 70% Closely correlated | +0.78% | ||
| FELE - LECO | 70% Closely correlated | +1.21% | ||
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