Advertisement
LECO vs PH
Which Stock Would AI Choose? Lincoln Electric (LECO) vs. Parker-Hannifin (PH) Stock Comparison
Key Takeaways
- LECO (Lincoln Electric) is a focused welding and automation leader showing record revenue and margin expansion, while PH (Parker-Hannifin) is a diversified motion-and-control conglomerate benefiting from strong aerospace and defense demand.
- Both companies recently delivered earnings beats, but PH offers broader cyclical diversification and a record backlog, whereas LECO offers concentrated exposure to industrial welding and an emerging automation-growth story.
- On relative performance, PH has delivered stronger multi-quarter momentum and earnings-per-share (EPS) growth, while LECO has shown steadier, more value-oriented characteristics with a lower valuation multiple.
- Risk profiles differ: PH carries acquisition and aerospace-cyclicality exposure, while LECO is sensitive to industrial capital spending and automotive end-market weakness.
- Tickeron's AI analysis generally favors stocks with consistent trend strength and stable catalysts, factors that weigh differently on these two names.
Introduction
Investors weighing exposure to the industrial economy often encounter two very different types of businesses: a specialist and a diversified giant. Lincoln Electric Holdings (LECO) is a global leader in welding, cutting, and brazing products, increasingly building an automation franchise. Parker-Hannifin Corporation (PH) is a Fortune 250 leader in motion and control technologies spanning aerospace, defense, and diversified industrial markets. This stock comparison examines how each company has performed in recent weeks, what has shaped their market positioning, and how their relative performance, growth drivers, and risk factors stack up — a framework relevant to both long-term investors and traders monitoring industrial-sector momentum.
LECO Overview and Recent Performance
Lincoln Electric Holdings, headquartered in Cleveland, Ohio, designs and manufactures welding, cutting, and brazing products and serves customers in more than 160 countries across roughly 71 facilities. The company generates more than half of its business from welding consumables, giving it a useful read on broad industrial production activity. In recent quarters, LECO has posted record results, with second-quarter revenue rising roughly 12% to a record level and adjusted operating margin reaching a record, supported by pricing and volume gains. Management has pointed to stabilizing consumable volumes and improving standard welding-equipment demand, while automation investment has broadened beyond automotive into general, heavy, and structural industries.
Recent market activity has been mixed. The stock pulled back over a recent month even as its year-to-date return remained positive, reflecting debate over how much of the automation story is already priced in. Sentiment has been shaped by the company's plan to launch its first "Physical AI" welding offering, an expected return to price-cost neutrality, and a persistently weak automotive end market that has yet to convert high quoting activity into firm orders.
PH Overview and Recent Performance
Parker-Hannifin is a diversified motion-and-control technology leader whose largest market vertical, aerospace and defense, represents roughly 35% of sales, with the balance spread across industrial, transportation, off-highway, and other end markets. The company has delivered a run of record results. In its most recent fiscal quarter, PH posted double-digit sales growth, record adjusted segment operating margin, and double-digit EPS growth, driven by strong commercial aerospace original equipment manufacturer (OEM) and aftermarket demand. Its backlog reached a record level, and order rates remained solidly positive.
Recent market activity has shown both strength and consolidation. The stock has gained over a recent one-week stretch but eased over a recent month after trading near the upper end of its range. Investor sentiment has been supported by the company's 70th consecutive year of dividend increases, robust aerospace momentum, and pending acquisitions including Filtration Group and CIRCOR's aerospace business, while being tempered by uneven industrial demand and guidance that reflects a still-cautious macro backdrop.
Trending AI Robots
For traders seeking a data-driven edge, Tickeron's Trending AI Robots page curates a focused selection of the platform's most relevant automated strategies. Tickeron offers hundreds of AI trading bots that collectively trade thousands of different tickers, each with its own trading style, strategy, timeframe, performance history, and universe of symbols. Only the bots best suited to current market conditions earn a place in this curated section, making it a practical starting point for identifying strategies aligned with prevailing trends. Explore the Trending AI Robots to see which automated approaches are currently leading.
Head-to-Head Comparison
The clearest contrast between these two names is breadth versus focus. PH operates across a diversified set of end markets, with aerospace and defense providing a long-cycle, backlog-backed growth engine that has delivered consecutive quarters of double-digit organic growth. LECO, by comparison, is more concentrated in welding and fabrication, making it a purer proxy for industrial production and capital spending, but also more exposed to a single market's cyclicality.
Growth drivers also diverge. PH's momentum leans on aerospace aftermarket demand, defense bookings, and acquisition-driven expansion. LECO's narrative is anchored in automation adoption, a Physical AI product roadmap, and pricing discipline. On valuation, LECO generally trades at a lower earnings multiple, while PH commands a premium reflecting its margin profile and growth consistency.
Risk factors are similarly distinct. LECO faces automotive weakness and the risk that automation orders lag quoting activity. PH faces integration risk from large acquisitions and exposure to aerospace cycle timing, alongside tariff and supply-chain pressures that affect both firms.
Tickeron AI Verdict
Based on observable factors such as trend consistency, backlog visibility, and the breadth of growth catalysts, Tickeron's AI would likely lean toward PH at present. Its record backlog, sustained double-digit EPS growth, and durable aerospace demand provide a more stable and diversified foundation, which algorithmic trend models tend to reward. That said, LECO presents a potentially more attractive value setup with its automation and Physical AI catalysts and lower valuation multiple, factors that could favor it if industrial capital spending reaccelerates. The choice ultimately reflects a trade-off between diversification and consistency (PH) versus specialization and valuation (LECO), rather than a definitive outcome.
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 LECO is a Hold and PH is a Hold.
LECO | PH | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 43 | 32 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 82 Overvalued | 80 Overvalued | |
PROFIT vs RISK RATING 1..100 | 28 | 6 | |
SMR RATING 1..100 | 27 | 38 | |
PRICE GROWTH RATING 1..100 | 46 | 46 | |
P/E GROWTH RATING 1..100 | 36 | 21 | |
SEASONALITY SCORE 1..100 | 85 | 90 |
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.
PH's Valuation (80) in the Industrial Machinery industry is in the same range as LECO (82). This means that PH’s stock grew similarly to LECO’s over the last 12 months.
PH's Profit vs Risk Rating (6) in the Industrial Machinery industry is in the same range as LECO (28). This means that PH’s stock grew similarly to LECO’s over the last 12 months.
LECO's SMR Rating (27) in the Industrial Machinery industry is in the same range as PH (38). This means that LECO’s stock grew similarly to PH’s over the last 12 months.
LECO's Price Growth Rating (46) in the Industrial Machinery industry is in the same range as PH (46). This means that LECO’s stock grew similarly to PH’s over the last 12 months.
PH's P/E Growth Rating (21) in the Industrial Machinery industry is in the same range as LECO (36). This means that PH’s stock grew similarly to LECO’s over the last 12 months.
| LECO | PH | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 73% | 1 day ago 71% |
| Stochastic ODDS (%) | 1 day ago 67% | 1 day ago 80% |
| Momentum ODDS (%) | 1 day ago 59% | 1 day ago 53% |
| MACD ODDS (%) | 1 day ago 50% | 1 day ago 42% |
| TrendWeek ODDS (%) | 1 day ago 59% | 1 day ago 57% |
| TrendMonth ODDS (%) | 1 day ago 62% | 1 day ago 68% |
| Advances ODDS (%) | 8 days ago 63% | 8 days ago 71% |
| Declines ODDS (%) | 6 days ago 58% | 1 day ago 48% |
| BollingerBands ODDS (%) | 2 days ago 69% | N/A |
| Aroon ODDS (%) | 1 day ago 55% | 1 day ago 55% |
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 overvalued. 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 while PH’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 3 bullish TA indicator(s).
- LECO’s TA Score: 5 bullish, 5 bearish.
- PH’s TA Score: 3 bullish, 4 bearish.
Price Growth
LECO (@Tools & Hardware) experienced а -4.71% price change this week, while PH (@Industrial Machinery) price change was -3.20% for the same time period.
The average weekly price growth across all stocks in the @Tools & Hardware industry was -2.02%. For the same industry, the average monthly price growth was +0.95%, and the average quarterly price growth was +2.02%.
The average weekly price growth across all stocks in the @Industrial Machinery industry was -6.99%. For the same industry, the average monthly price growth was -7.44%, and the average quarterly price growth was -12.05%.
Reported Earning Dates
LECO is expected to report earnings on Oct 27, 2026.
PH is expected to report earnings on Oct 29, 2026.
Industries' Descriptions
@Tools & Hardware (-2.02% 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 (-6.99% 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.
Advertisement
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% | +1.11% | ||
| GGG - LECO | 74% Closely correlated | +1.28% | ||
| DOV - LECO | 73% Closely correlated | +0.84% | ||
| DCI - LECO | 73% Closely correlated | +0.80% | ||
| ZWS - LECO | 70% Closely correlated | +0.73% | ||
| FELE - LECO | 70% Closely correlated | +0.65% | ||
More | ||||
PH and
Correlation & Price change
A.I.dvisor indicates that over the last year, PH has been closely correlated with ATMU. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if PH jumps, then ATMU could also see price increases.