3 EV Stocks With Earnings Growth Up To 16%

Oil prices have climbed above $113 as conflict in the Middle East disrupts supply routes, pushing fuel costs higher for households and businesses. That kind of pressure keeps attention on cleaner transport and smarter driving technology, where electric and self-driving vehicle stocks sit at the crossroads of energy, tech, and regulation. This article breaks down three US-listed auto and components companies from this theme-focused screener.

The three stocks below are just a starting sample from this theme. The full screen surfaced 21 more companies with equally compelling narratives that are not covered here. To identify and analyze your own highest conviction angles on this trend, head straight into the Electric/ Autonomous Vehicle Stocks screener.

Lincoln Electric Holdings (LECO)

Lincoln Electric Holdings is best known for welding and cutting gear. Its growing footprint in automated welding cells, mobile robots, and manufacturing software puts it directly on the EV and autonomous vehicle factory floor.

Lincoln Electric Holdings designs and sells welding, cutting, brazing and automation equipment, with a strong presence in EV oriented production lines through robotic welding systems, AGVs and mobile power solutions. Most sales come from Americas Welding at about US$3 billion, with International Welding at roughly US$1 billion and The Harris Products Group near US$700 million, giving the business broad industrial exposure. The market values Lincoln Electric at around US$14.3b.

"Ongoing growth in Lincoln Electric Holdings automation backlog, with 6 to 9 months of visibility and management guidance for high single-digit organic growth in the segment, points to further demand for higher value cells and cobots that can support revenue growth and a move toward mid-teens EBIT margins."

The real swing factor is how one less visible pressure on the EV and automation pipeline ultimately feeds through to those margin ambitions.

That pressure point is exactly where Lincoln Electric Holdings could surprise you, so read the full narrative for Lincoln Electric Holdings to see how that margin story might be quietly accelerating.

EnerSys (ENS)

EnerSys supplies the batteries and power systems that keep electric industrial forklifts, material handling fleets and some heavy trucks moving. This gives the group a clear role in the electric and autonomous vehicle supply chain even as it serves wider telecom, data center and defense power needs.

EnerSys provides stored energy and power systems across telecom, data centers, utilities, transport and defense, with total segment revenue reported at about US$3.8b and a market value around US$6.4b.

"Ongoing growth in AI driven data center loads and concerns about grid reliability are supporting increased adoption of EnerSys backup and energy storage systems, which can add to revenue and support earnings as more of the installed base enters replacement cycles."

The key issue for EnerSys is how one large capital project ultimately reshapes future earnings quality and investor confidence in those margins.

That margin question sits at the center of the full narrative for EnerSys, which examines how one project could be masking an accelerating earnings mix shift.

Caterpillar (CAT)

Caterpillar brings the autonomous vehicle story into mines and construction sites, where self driving haul trucks, remote operated machines and data heavy fleet software are already working assets rather than pilot projects.

Caterpillar generates most of its revenue from Machinery, Power & Energy at roughly US$77.2b across Power & Energy at US$34.7b, Construction Industries at US$29.2b and Resource Industries at US$13.4b, with Financial Products contributing about US$4.4b, and the group valued near US$340.3b.

Caterpillar matters for this theme because its autonomous mining trucks, semi automated construction gear and connected power systems tie AI heavy industrial equipment directly to the EV and self driving supply chain.

"Rapid growth in Power & Energy, including 72% sales to users growth in power generation for data center applications and customer orders for large engines and turbines extending out to 2029 and 2030, indicates a long runway of AI driven power projects that can add to revenue and support operating margins as new capacity is utilized."

The real test for Caterpillar is how one long dated capital build out ultimately shapes the durability of margins tied to autonomy and power demand.

That margin durability question is exactly why the full narrative for Caterpillar unpacks how Caterpillar’s autonomy, data center power and mining demand could be quietly accelerating a different earnings profile.

Seeking Alternatives Before The Crowd?

Fresh themes move fast and early momentum often flies before most investors notice. Scan these curated shortlists while they are still under the radar for now and consider them before they become widely followed.

• Spot cash generative compounding stories early and run them through the 29 high quality undervalued stocks. Review them before upgraded expectations spread and potential breakout rerates are fully reflected in prices.
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