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LECO vs PH
Which Stock Would AI Choose? Lincoln Electric Holdings (LECO) vs. Parker-Hannifin (PH) Stock Comparison
Key Takeaways
- LECO delivered strong Q1 2026 results with 11.7% sales growth and raised full-year guidance, outperforming recent estimates on pricing and Americas demand.
- PH posted record Q3 sales of $5.49B but trimmed FY2026 organic growth outlook amid automotive softness, leading to recent share pressure.
- LECO shows superior YTD relative performance at +11.64% vs. S&P 500's +6.04%, with 1-year return of +47.86%.
- Both operate in industrials but PH offers broader diversification across aerospace and motion control, while LECO focuses on welding solutions.
- Analyst targets imply upside: ~$294 for LECO (+10%) and ~$1,043 for PH (+20%), reflecting growth potential in cyclical recovery.
- Recent momentum favors LECO on earnings beat and stability, versus PH's post-earnings pullback.
Introduction
This stock comparison examines Lincoln Electric Holdings (LECO), a leader in welding and cutting equipment, against Parker-Hannifin (PH), a diversified motion and control technologies provider. Both companies serve the industrials sector, benefiting from manufacturing cycles, infrastructure spending, and automation trends. Traders seeking exposure to industrial recovery and investors eyeing relative performance in recent market activity will find value here. With broader economic shifts influencing sentiment, this analysis highlights key contrasts in business models, momentum, and positioning for informed decision-making on stock comparison and market dynamics.
LECO Overview and Recent Performance
Lincoln Electric Holdings (LECO) designs, manufactures, and sells welding, cutting, and brazing products globally, serving fabrication, oil & gas, automotive, and infrastructure markets through segments like Americas Welding and International Welding. In recent market activity, LECO reported Q1 2026 net sales up 11.7% to $1.121B, with organic growth of 7.8%, driven by pricing actions and acquisitions. Adjusted EPS hit $2.50, beating estimates, while operating margin held at 16.9%. The stock trades around $267 with a market cap of $14.6B and P/E of 27.5 (price-to-earnings ratio). YTD return stands at +11.64%, outpacing the S&P 500. Sentiment has strengthened on raised full-year sales guidance to high-single digits, Americas demand resilience, and automation momentum, though international challenges and raw material costs temper gains.
PH Overview and Recent Performance
Parker-Hannifin (PH) manufactures motion and control technologies for aerospace, industrial equipment, transportation, and energy markets via Diversified Industrial and Aerospace Systems segments. Recent quarters showed record Q3 FY2026 sales of $5.49B and adjusted EPS of $8.17, surpassing expectations on aerospace strength and cash flow. However, guidance was trimmed for organic growth due to automotive and regional softness. Shares hover near $873, with a $110B market cap and P/E of 32.2. YTD return is +0.53%, lagging the S&P 500, while 1-year gain is +42.85%. Performance reflects robust backlogs in aerospace but pressure from end-market variability and higher costs, influencing cautious market sentiment amid cyclical industrial trends.
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Head-to-Head Comparison
LECO and PH both thrive in industrials, but diverge in focus: LECO specializes in welding consumables and automation for fabrication/energy, while PH spans broader motion controls with heavy aerospace exposure (backlogs driving growth). Recent momentum favors LECO post-Q1 beat and YTD outperformance (+11.64% vs. PH's +0.53%), though PH boasts superior scale ($21B revenue vs. $4.4B). Growth drivers include industrial recovery for both, but PH leverages aerospace tailwinds, while LECO gains from pricing discipline. Risks: cyclical downturns hit LECO harder (beta 1.25 vs. 1.18); PH faces automotive volatility and M&A integration (mergers and acquisitions). Sentiment tilts positive for LECO on stability, PH on diversification.
Tickeron AI Verdict
Tickeron’s AI currently favors LECO for superior recent trend consistency, earnings momentum, and relative YTD stability amid industrial cycles. Observable factors like Q1 beats, raised guidance, and lower valuation (P/E 27.5 vs. 32.2) position it probabilistically stronger short-term, though PH offers upside from aerospace catalysts if broader recovery materializes.
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 Disclaimers and Limitations.
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 LECO is a StrongBuy and PH 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).
LECO’s FA Score shows that 2 FA rating(s) are green whilePH’s FA Score has 2 green FA rating(s).
- LECO’s FA Score: 2 green, 3 red.
- PH’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.
LECO’s TA Score shows that 5 TA indicator(s) are bullish while PH’s TA Score has 4 bullish TA indicator(s).
- LECO’s TA Score: 5 bullish, 4 bearish.
- PH’s TA Score: 4 bullish, 6 bearish.
Price Growth
LECO (@Tools & Hardware) experienced а -4.63% price change this week, while PH (@Industrial Machinery) price change was -3.27% for the same time period.
The average weekly price growth across all stocks in the @Tools & Hardware industry was -2.16%. For the same industry, the average monthly price growth was +1.35%, and the average quarterly price growth was +15.87%.
The average weekly price growth across all stocks in the @Industrial Machinery industry was -3.70%. For the same industry, the average monthly price growth was -0.87%, and the average quarterly price growth was +18.63%.
Reported Earning Dates
LECO is expected to report earnings on Aug 05, 2026.
PH is expected to report earnings on Aug 06, 2026.
Industries' Descriptions
@Tools & Hardware (-2.16% 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.
@Industrial Machinery (-3.70% 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.
| LECO | PH | LECO / PH | |
| Capitalization | 13.9B | 107B | 13% |
| EBITDA | 849M | 5.63B | 15% |
| Gain YTD | 6.261 | -2.603 | -241% |
| P/E Ratio | 26.19 | 31.46 | 83% |
| Revenue | 4.35B | 21B | 21% |
| Total Cash | 299M | 476M | 63% |
| Total Debt | 1.31B | 9.58B | 14% |
LECO | PH | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 63 | 56 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 83 Overvalued | 87 Overvalued | |
PROFIT vs RISK RATING 1..100 | 32 | 12 | |
SMR RATING 1..100 | 25 | 39 | |
PRICE GROWTH RATING 1..100 | 50 | 60 | |
P/E GROWTH RATING 1..100 | 41 | 28 | |
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.
LECO's Valuation (83) in the Industrial Machinery industry is in the same range as PH (87). This means that LECO’s stock grew similarly to PH’s over the last 12 months.
PH's Profit vs Risk Rating (12) in the Industrial Machinery industry is in the same range as LECO (32). This means that PH’s stock grew similarly to LECO’s over the last 12 months.
LECO's SMR Rating (25) in the Industrial Machinery industry is in the same range as PH (39). This means that LECO’s stock grew similarly to PH’s over the last 12 months.
LECO's Price Growth Rating (50) in the Industrial Machinery industry is in the same range as PH (60). This means that LECO’s stock grew similarly to PH’s over the last 12 months.
PH's P/E Growth Rating (28) in the Industrial Machinery industry is in the same range as LECO (41). This means that PH’s stock grew similarly to LECO’s over the last 12 months.
| LECO | PH | |
|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 90% |
| Stochastic ODDS (%) | 1 day ago 66% | 1 day ago 75% |
| Momentum ODDS (%) | 1 day ago 54% | 1 day ago 42% |
| MACD ODDS (%) | 1 day ago 44% | 1 day ago 45% |
| TrendWeek ODDS (%) | 1 day ago 59% | 1 day ago 55% |
| TrendMonth ODDS (%) | 1 day ago 59% | 1 day ago 58% |
| Advances ODDS (%) | 15 days ago 61% | 8 days ago 69% |
| Declines ODDS (%) | 1 day ago 56% | 1 day ago 47% |
| BollingerBands ODDS (%) | 1 day ago 70% | 1 day ago 70% |
| Aroon ODDS (%) | 1 day ago 55% | 1 day ago 57% |
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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% | -2.71% | ||
| GGG - LECO | 74% Closely correlated | -1.12% | ||
| DOV - LECO | 73% Closely correlated | -1.56% | ||
| DCI - LECO | 73% Closely correlated | -1.10% | ||
| ZWS - LECO | 70% Closely correlated | -3.44% | ||
| FELE - LECO | 70% Closely correlated | -2.05% | ||
More | ||||
PH and
Correlation & Price change
A.I.dvisor indicates that over the last year, PH has been closely correlated with DOV. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if PH jumps, then DOV could also see price increases.