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LECO vs TKR
Which Stock Would AI Choose? Lincoln Electric Holdings (LECO) vs. The Timken Company (TKR) Stock Comparison
Key Takeaways
- Both LECO and TKR delivered earnings beats in their Q4 2025 results, boosting investor sentiment in recent weeks.
- LECO shows stronger operating margins at 17.1% compared to TKR's 12.1%, reflecting better profitability in recent quarters.
- Year-to-date performance favors LECO with gains around 8%, while TKR has seen steadier momentum amid industrial sector recovery.
- Recent monthly gains show TKR edging ahead at approximately 8%, driven by positive earnings surprise.
- Tickeron's comparison tool indicates LECO as a stronger long-term pick relative to TKR.
Introduction
Industrial machinery stocks like Lincoln Electric Holdings (LECO) and The Timken Company (TKR) offer exposure to manufacturing and infrastructure demand. This comparison analyzes their recent market positioning, performance, and sector dynamics. Traders seeking relative strength in the industrials space, or investors evaluating diversification within specialty equipment providers, will find insights into price trends, earnings momentum, and growth potential. Both stocks have navigated volatile market conditions with resilience, making this head-to-head review timely for portfolio decisions.
LECO Overview and Recent Performance
Lincoln Electric Holdings (LECO), a leading provider of welding and cutting solutions for fabrication and construction, has demonstrated robust performance in recent market activity. The stock trades around $261, with a 52-week range of $170 to $310. Year-to-date gains stand at approximately 8%, supported by a Q4 2025 earnings beat where EPS reached $2.65 against estimates of $2.54, alongside net sales up 5.5% to $1.079 billion. Operating margins expanded to 17.1%, reflecting efficient cost management amid steady demand for welding equipment. Sentiment has improved on expectations of continued industrial recovery, though shares pulled back from recent highs due to broader sector rotations.
TKR Overview and Recent Performance
The Timken Company (TKR) specializes in engineered bearings, power transmission, and lubrication systems for heavy industries. Trading near $108, its 52-week range spans $61 to $111. Recent weeks have seen upward momentum, with monthly gains around 8% and shares up 1.4% in the latest session. Q4 2025 results highlighted revenue of $1.11 billion and EPS of $1.14, surpassing forecasts by nearly 5%. Operating income margin held at 12.1%, buoyed by aftermarket demand and pricing discipline. Positive analyst revisions have supported sentiment, though exposure to cyclical end-markets tempers gains.
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Head-to-Head Comparison
LECO and TKR both operate in the specialty industrial machinery sector but differ in focus: LECO emphasizes welding technologies for fabrication, while TKR leads in bearings for motion control. Growth drivers include industrial capex for LECO and aftermarket services for TKR. Recent momentum favors TKR in shorter timeframes, but LECO edges in stability with superior margins and YTD returns. Risk factors involve cyclical demand sensitivity, with TKR showing higher beta. Market sentiment leans positive for both on earnings strength, though LECO's premium valuation reflects stronger relative performance metrics.
Tickeron AI Verdict
Tickeron's AI analysis currently favors LECO over TKR, citing greater trend consistency, higher profitability margins, and better long-term positioning in industrial growth themes. While TKR offers short-term momentum, LECO's earnings trajectory and stability suggest higher probability of outperformance in the near term, based on pattern recognition and relative strength indicators.
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. 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 TKR is a Hold.
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 whileTKR’s FA Score has 2 green FA rating(s).
- LECO’s FA Score: 2 green, 3 red.
- TKR’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 TKR’s TA Score has 4 bullish TA indicator(s).
- LECO’s TA Score: 5 bullish, 4 bearish.
- TKR’s TA Score: 4 bullish, 4 bearish.
Price Growth
LECO (@Tools & Hardware) experienced а -1.62% price change this week, while TKR (@Tools & Hardware) price change was +2.05% for the same time period.
The average weekly price growth across all stocks in the @Tools & Hardware industry was +0.20%. For the same industry, the average monthly price growth was +6.97%, and the average quarterly price growth was +15.80%.
Reported Earning Dates
LECO is expected to report earnings on Aug 05, 2026.
TKR is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Tools & Hardware (+0.20% 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.
| LECO | TKR | LECO / TKR | |
| Capitalization | 14.7B | 9.57B | 154% |
| EBITDA | 849M | 783M | 108% |
| Gain YTD | 12.658 | 69.843 | 18% |
| P/E Ratio | 28.35 | 32.27 | 88% |
| Revenue | 4.35B | 4.67B | 93% |
| Total Cash | 299M | 345M | 87% |
| Total Debt | 1.31B | 2.2B | 60% |
LECO | TKR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 19 | 27 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 84 Overvalued | 80 Overvalued | |
PROFIT vs RISK RATING 1..100 | 26 | 26 | |
SMR RATING 1..100 | 25 | 72 | |
PRICE GROWTH RATING 1..100 | 45 | 37 | |
P/E GROWTH RATING 1..100 | 40 | 10 | |
SEASONALITY SCORE 1..100 | 90 | 13 |
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.
TKR's Valuation (80) in the Metal Fabrication industry is in the same range as LECO (84) in the Industrial Machinery industry. This means that TKR’s stock grew similarly to LECO’s over the last 12 months.
TKR's Profit vs Risk Rating (26) in the Metal Fabrication industry is in the same range as LECO (26) in the Industrial Machinery industry. This means that TKR’s stock grew similarly to LECO’s over the last 12 months.
LECO's SMR Rating (25) in the Industrial Machinery industry is somewhat better than the same rating for TKR (72) in the Metal Fabrication industry. This means that LECO’s stock grew somewhat faster than TKR’s over the last 12 months.
TKR's Price Growth Rating (37) in the Metal Fabrication industry is in the same range as LECO (45) in the Industrial Machinery industry. This means that TKR’s stock grew similarly to LECO’s over the last 12 months.
TKR's P/E Growth Rating (10) in the Metal Fabrication industry is in the same range as LECO (40) in the Industrial Machinery industry. This means that TKR’s stock grew similarly to LECO’s over the last 12 months.
| LECO | TKR | |
|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 71% |
| Stochastic ODDS (%) | 2 days ago 52% | 2 days ago 64% |
| Momentum ODDS (%) | 2 days ago 67% | 2 days ago 71% |
| MACD ODDS (%) | 2 days ago 66% | 2 days ago 67% |
| TrendWeek ODDS (%) | 2 days ago 65% | 2 days ago 65% |
| TrendMonth ODDS (%) | 2 days ago 61% | 2 days ago 66% |
| Advances ODDS (%) | 8 days ago 62% | 8 days ago 64% |
| Declines ODDS (%) | 16 days ago 56% | 27 days ago 63% |
| BollingerBands ODDS (%) | 2 days ago 47% | 2 days ago 64% |
| Aroon ODDS (%) | 2 days ago 50% | 2 days ago 58% |
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TKR and
Correlation & Price change
A.I.dvisor indicates that over the last year, TKR has been closely correlated with SWK. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if TKR jumps, then SWK could also see price increases.
| Ticker / NAME | Correlation To TKR | 1D Price Change % | ||
|---|---|---|---|---|
| TKR | 100% | -0.27% | ||
| SWK - TKR | 74% Closely correlated | -0.51% | ||
| ITT - TKR | 69% Closely correlated | +1.23% | ||
| HLIO - TKR | 68% Closely correlated | +2.12% | ||
| LECO - TKR | 67% Closely correlated | -0.25% | ||
| ITW - TKR | 67% Closely correlated | +0.46% | ||
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