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LECO or PH or TKR
Which Stock Would AI Choose? Lincoln Electric Holdings (LECO) vs. Parker-Hannifin (PH) vs. The Timken Company (TKR) Stock Comparison
Key Takeaways
- LECO reported record Q1 2026 sales of $1.12 billion, up 11.7% year-over-year, with adjusted EPS of $2.50, beating estimates and raising full-year guidance.
- PH delivered record Q3 fiscal 2026 sales of $5.5 billion, up 11%, adjusted EPS $8.17 up 18%, though trimmed full-year EPS guidance amid softer markets.
- TKR anticipates Q1 2026 earnings on May 6, with analysts expecting revenue growth of 2.9%; recent belts business sale to Gates streamlines focus on bearings.
- All three operate in the industrial sector, with PH's diversified motion control offering scale (market cap ~$110B), while LECO (~$14.6B) and TKR (~$7.65B) emphasize specialized welding and bearings.
- Recent momentum favors LECO with YTD gains around 11-12%, PH flat YTD but strong 1-year ~43%, TKR showing resilience amid sector volatility.
- Dividend yields: LECO ~1.2%, PH ~0.9%, TKR ~1.3%; P/E ratios hover 27-34, reflecting growth expectations in industrials.
Introduction
Lincoln Electric Holdings (LECO), Parker-Hannifin (PH), and The Timken Company (TKR) are key players in the industrial machinery sector, focusing on welding equipment, motion control technologies, and bearings, respectively. This comparison analyzes their recent performance, business models, and market positioning amid industrial cyclicality and supply chain dynamics. Traders seeking momentum plays and long-term investors eyeing dividends and growth in manufacturing will find value in understanding their relative strengths, especially as economic recovery influences sector sentiment and stock comparisons.
LECO Overview and Recent Performance
Lincoln Electric Holdings (LECO), headquartered in Cleveland, Ohio, designs and manufactures welding and cutting products, serving fabrication, oil & gas, and automotive sectors. In recent market activity, LECO shares traded around $266, reflecting YTD gains of about 11.6% and 1-year returns near 48%. Q1 2026 results showed record sales of $1.12 billion, up 11.7% year-over-year (organic 7.8%), with adjusted operating margin at 16.9% and EPS of $2.50, surpassing estimates. The company raised full-year sales guidance, driven by pricing power and share repurchases. Sentiment remains positive on structural demand for automation solutions, though broader industrial slowdowns pose risks.
PH Overview and Recent Performance
Parker-Hannifin (PH), a leader in motion and control technologies, operates in diversified industrial and aerospace systems, with nearly 58,000 employees globally. Recent weeks saw PH shares near $873, YTD up modestly at 0.5% but 1-year returns around 43%. Fiscal Q3 2026 posted record $5.5 billion sales (up 11%, organic 6.5%), adjusted EPS $8.17 (up 18%), and year-to-date cash flow of $2.6 billion. Orders rose 9%, backlog hit $12.5 billion, bolstered by aerospace strength. A trimmed full-year EPS outlook due to automotive softness tempered gains, yet robust cash flow supports dividends and buybacks.
TKR Overview and Recent Performance
The Timken Company (TKR) engineers bearings and power transmission products for automotive, aerospace, and industrial applications. Shares recently hovered around $109-110, with solid 1-year performance amid sector peers. Ahead of Q1 2026 earnings on May 6, analysts project 2.9% revenue growth to ~$1.17 billion. Recent developments include the sale of its belts business to Gates, sharpening focus on high-margin bearings. Prior quarters showed resilience with EPS beats; market cap stands at $7.65 billion, dividend yield ~1.3%. Performance reflects steady demand in end-markets, balanced against industrial cyclicality.
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Head-to-Head Comparison
LECO, PH, and TKR share industrial exposure but differ in scope: PH's broad motion control spans aerospace (growth driver) and diversified industrial, contrasting LECO's welding niche and TKR's bearings focus. Recent momentum shows LECO leading post-earnings, PH stable on scale, TKR steady pre-earnings. Valuation sensitivity: P/E ~27-35, with PH at premium for diversification; risks include cyclical demand, supply chains. PH offers lower relative volatility, LECO/TKR higher growth trade-offs in specialized areas, sentiment buoyed by sector rotation.
Tickeron AI Verdict
Tickeron’s AI currently leans toward PH for its trend consistency, record cash flows, and aerospace catalysts positioning it favorably in industrials. LECO shows strong momentum from earnings beats, while TKR benefits from portfolio streamlining. Relative stability and backlog suggest higher probability of outperformance for PH in the near term.
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
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), and TKR’s FA Score reflects 1 green FA rating(s).
- LECO’s FA Score: 2 green, 3 red.
- PH’s FA Score: 2 green, 3 red.
- TKR’s FA Score: 1 green, 4 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), and TKR’s TA Score reflects 4 bullish TA indicator(s).
- LECO’s TA Score: 5 bullish, 4 bearish.
- PH’s TA Score: 4 bullish, 6 bearish.
- TKR’s TA Score: 4 bullish, 5 bearish.
Price Growth
LECO (@Tools & Hardware) experienced а -4.63% price change this week, while PH (@Industrial Machinery) price change was -3.27% , and TKR (@Tools & Hardware) price fluctuated -6.33% 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.
TKR is expected to report earnings on Aug 05, 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 | TKR | |
| Capitalization | 13.9B | 107B | 7.6B |
| EBITDA | 849M | 5.63B | 783M |
| Gain YTD | 6.261 | -2.603 | 30.830 |
| P/E Ratio | 26.19 | 31.46 | 24.85 |
| Revenue | 4.35B | 21B | 4.67B |
| Total Cash | 299M | 476M | N/A |
| Total Debt | 1.31B | 9.58B | 2.06B |
LECO | PH | TKR | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 63 | 56 | 64 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 83 Overvalued | 87 Overvalued | 79 Overvalued | |
PROFIT vs RISK RATING 1..100 | 32 | 12 | 50 | |
SMR RATING 1..100 | 25 | 39 | 70 | |
PRICE GROWTH RATING 1..100 | 50 | 60 | 42 | |
P/E GROWTH RATING 1..100 | 41 | 28 | 15 | |
SEASONALITY SCORE 1..100 | 50 | 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.
TKR's Valuation (79) in the Metal Fabrication industry is in the same range as LECO (83) in the Industrial Machinery industry, and is in the same range as PH (87) in the Industrial Machinery industry. This means that TKR's stock grew similarly to LECO’s and 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) in the Industrial Machinery industry, and is somewhat better than the same rating for TKR (50) in the Metal Fabrication industry. This means that PH's stock grew similarly to LECO’s and somewhat faster than TKR’s over the last 12 months.
LECO's SMR Rating (25) in the Industrial Machinery industry is in the same range as PH (39) in the Industrial Machinery industry, and is somewhat better than the same rating for TKR (70) in the Metal Fabrication industry. This means that LECO's stock grew similarly to PH’s and somewhat faster than TKR’s over the last 12 months.
TKR's Price Growth Rating (42) in the Metal Fabrication industry is in the same range as LECO (50) in the Industrial Machinery industry, and is in the same range as PH (60) in the Industrial Machinery industry. This means that TKR's stock grew similarly to LECO’s and similarly to PH’s over the last 12 months.
TKR's P/E Growth Rating (15) in the Metal Fabrication industry is in the same range as PH (28) in the Industrial Machinery industry, and is in the same range as LECO (41) in the Industrial Machinery industry. This means that TKR's stock grew similarly to PH’s and similarly to LECO’s over the last 12 months.
| LECO | PH | TKR | |
|---|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 90% | 1 day ago 63% |
| Stochastic ODDS (%) | 1 day ago 66% | 1 day ago 75% | 1 day ago 66% |
| Momentum ODDS (%) | 1 day ago 54% | 1 day ago 42% | 1 day ago 64% |
| MACD ODDS (%) | 1 day ago 44% | 1 day ago 45% | 1 day ago 67% |
| TrendWeek ODDS (%) | 1 day ago 59% | 1 day ago 55% | 1 day ago 60% |
| TrendMonth ODDS (%) | 1 day ago 59% | 1 day ago 58% | 1 day ago 64% |
| Advances ODDS (%) | 15 days ago 61% | 8 days ago 69% | 15 days ago 62% |
| Declines ODDS (%) | 1 day ago 56% | 1 day ago 47% | 1 day ago 63% |
| BollingerBands ODDS (%) | 1 day ago 70% | 1 day ago 70% | 1 day ago 51% |
| Aroon ODDS (%) | 1 day ago 55% | 1 day ago 57% | 1 day ago 55% |
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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.