High oil prices are back in focus after the IMF warned that persistent energy costs and record government debt are weighing on global growth. Expensive fuel keeps the spotlight on electric and self-driving transport, as businesses hunt for ways to cut long term running costs and reduce oil reliance. This article looks at three Electric/ Autonomous Vehicle Stocks that could help you target that long term shift in how the world moves.
The stocks covered below are just a starting sample. The full screen surfaced 55 more Electric and Autonomous Vehicle companies with equally compelling stories that are not included here.
Overview: Lincoln Electric Holdings designs and supplies welding, cutting, brazing, and automation systems that help industrial customers build and maintain complex equipment.
Operations: The group generates most of its revenue from Americas Welding at about US$3.0b, with International Welding at US$978 million and The Harris Products Group at US$693 million.
Market Cap: US$15.0b
Lincoln Electric Holdings matters for this EV and autonomy theme because its welding robots and integrated systems help actually build vehicle bodies and battery packs, turning high level electrification plans into real production lines.
“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.”
What really moves the needle now is whether one quiet pressure on that automation mix lets those margin ambitions fully show up.
If that pressure point matters to your thesis, read the full narrative for Lincoln Electric Holdings to see what might be accelerating, masking or reshaping Lincoln Electric Holdings automation story.
NasdaqGS:LECO Revenue & Expenses Breakdown as at Oct 2026
Overview: Hitachi Construction Machinery builds heavy equipment such as excavators, wheel loaders and dump trucks, and offers autonomous haulage and telematics systems that support driverless and electric fleet operations.
Operations: The group generates about ¥1.29t from its Construction Machinery Business and ¥149.5b from Specialized Parts & Service, plus a smaller unallocated adjustment.
Market Cap: ¥1.23t
Hitachi Construction Machinery provides focused exposure to working autonomous vehicles through its driverless mining trucks and fleet monitoring platforms, while the bulk of earnings still comes from more traditional construction machines. Investors focused on Electric and Autonomous Vehicle Stocks may watch how the profitability of that automation stack reacts if a single key assumption around equipment demand or telematics adoption shifts.
TSE:6305 Revenue & Expenses Breakdown as at Oct 2026
Overview: Caterpillar builds heavy construction and mining machines and powers them with engines, electrified drivetrains, and autonomy ready control systems.
Operations: Caterpillar generates about US$34.7b from Power & Energy, US$29.2b from Construction Industries and US$13.4b from Resource Industries.
Market Cap: US$396.9b
Caterpillar matters for this Electric and Autonomous Vehicle Stocks theme because its autonomous haul trucks, robotic dozers and MineStar powered fleets bring self driving, partly electrified vehicles into harsh, real world mining and construction sites rather than just test tracks.
“Record sales and revenues of US$20.5b in Q2 2026 alongside a US$72b backlog concentrated in equipment and power systems that are still to be produced and delivered give Caterpillar multi quarter visibility on future shipments, which can support revenue and earnings as this backlog converts.”
What really decides how powerful that visibility becomes for investors is how one quiet cost and pricing trade off shapes future margins.
To see how that trade off could either accelerate or quietly cap Caterpillar’s next chapter, read the full narrative for Caterpillar for the full story arc.
NYSE:CAT Revenue & Expenses Breakdown as at Oct 2026
Curious About Your Next Big Alternative?
Fresh themes can move quickly, and the breakout ideas often get noticed once momentum is already strong. Review curated lists in advance and decide whether they fit your approach.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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