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Parker Hannifin (PH)

Market Price (5/11/2026): $878.25 | Market Cap: $110.8 Bil
Sector: Industrials | Industry: Industrial Machinery & Supplies & Components

Parker Hannifin (PH)

Market Price (5/11/2026): $878.25
Market Cap: $110.8 Bil
Sector: Industrials
Industry: Industrial Machinery & Supplies & Components

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 21%

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 20%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 18%, CFO LTM is 4.1 Bil, FCF LTM is 3.7 Bil

Stock buyback support
Stock Buyback 3Y Total is 3.2 Bil

Low stock price volatility
Vol 12M is 25%

Megatrend and thematic drivers
Megatrends include Automation & Robotics, Hydrogen Economy, Electrification of Everything, Advanced Aviation & Space, Show more.

Key risks
PH key risks include [1] tepid demand in key end-markets such as construction and agriculture.

0 Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 21%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 20%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 18%, CFO LTM is 4.1 Bil, FCF LTM is 3.7 Bil
2 Stock buyback support
Stock Buyback 3Y Total is 3.2 Bil
3 Low stock price volatility
Vol 12M is 25%
4 Megatrend and thematic drivers
Megatrends include Automation & Robotics, Hydrogen Economy, Electrification of Everything, Advanced Aviation & Space, Show more.
5 Key risks
PH key risks include [1] tepid demand in key end-markets such as construction and agriculture.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Parker Hannifin (PH) stock has lost about 5% since 1/31/2026 because of the following key factors:

1. Parker Hannifin significantly lowered its full-year Adjusted EPS guidance by 5% to $29.15 at the midpoint following its Q3 Fiscal Year 2026 earnings report on April 30, 2026. This downward revision in future earnings expectations directly impacted investor sentiment negatively.

2. The company reported a substantial miss in Adjusted EBITDA for Q3 FY26, falling short by 61.7% (actual $560.3 million versus analyst estimates of $1.46 billion), and experienced a negative Free Cash Flow of -$1.46 billion. This represented a significant decline from $542.4 million in the same quarter last year, raising concerns about operational efficiency and cash generation despite beating revenue and adjusted EPS estimates.

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Stock Movement Drivers

Fundamental Drivers

The -5.7% change in PH stock from 1/31/2026 to 5/10/2026 was primarily driven by a -4.2% change in the company's P/E Multiple.
(LTM values as of)13120265102026Change
Stock Price ($)931.99878.83-5.7%
Change Contribution By: 
Total Revenues ($ Mil)20,46120,9872.6%
Net Income Margin (%)17.3%16.6%-4.1%
P/E Multiple33.331.9-4.2%
Shares Outstanding (Mil)1261260.0%
Cumulative Contribution-5.7%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2026 to 5/10/2026
ReturnCorrelation
PH-5.7% 
Market (SPY)3.6%55.2%
Sector (XLI)5.0%73.6%

Fundamental Drivers

The 14.4% change in PH stock from 10/31/2025 to 5/10/2026 was primarily driven by a 15.0% change in the company's P/E Multiple.
(LTM values as of)103120255102026Change
Stock Price ($)767.99878.8314.4%
Change Contribution By: 
Total Revenues ($ Mil)19,85020,9875.7%
Net Income Margin (%)17.8%16.6%-6.8%
P/E Multiple27.731.915.0%
Shares Outstanding (Mil)1271261.0%
Cumulative Contribution14.4%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 5/10/2026
ReturnCorrelation
PH14.4% 
Market (SPY)5.5%44.8%
Sector (XLI)12.4%68.2%

Fundamental Drivers

The 46.9% change in PH stock from 4/30/2025 to 5/10/2026 was primarily driven by a 30.6% change in the company's P/E Multiple.
(LTM values as of)43020255102026Change
Stock Price ($)598.16878.8346.9%
Change Contribution By: 
Total Revenues ($ Mil)19,90920,9875.4%
Net Income Margin (%)15.9%16.6%4.5%
P/E Multiple24.431.930.6%
Shares Outstanding (Mil)1291262.1%
Cumulative Contribution46.9%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2025 to 5/10/2026
ReturnCorrelation
PH46.9% 
Market (SPY)30.4%53.1%
Sector (XLI)33.8%72.0%

Fundamental Drivers

The 180.6% change in PH stock from 4/30/2023 to 5/10/2026 was primarily driven by a 126.1% change in the company's Net Income Margin (%).
(LTM values as of)43020235102026Change
Stock Price ($)313.19878.83180.6%
Change Contribution By: 
Total Revenues ($ Mil)17,18220,98722.1%
Net Income Margin (%)7.3%16.6%126.1%
P/E Multiple31.931.9-0.1%
Shares Outstanding (Mil)1281261.7%
Cumulative Contribution180.6%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2023 to 5/10/2026
ReturnCorrelation
PH180.6% 
Market (SPY)78.7%69.2%
Sector (XLI)81.1%80.4%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
PH Return18%-7%61%40%40%1%250%
Peers Return28%-2%12%18%10%3%90%
S&P 500 Return27%-19%24%23%16%7%95%

Monthly Win Rates [3]
PH Win Rate50%33%58%67%75%60% 
Peers Win Rate72%38%48%53%52%44% 
S&P 500 Win Rate75%42%67%75%67%60% 

Max Drawdowns [4]
PH Max Drawdown-8%-25%0%-2%-18%-2% 
Peers Max Drawdown-6%-21%-14%-5%-17%-6% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-7% 

[1] Cumulative total returns since the beginning of 2021
[2] Peers: ETN, DHR, ITW, HON, RTX. See PH Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 5/8/2026 (YTD)

How Low Can It Go

EventPHS&P 500
2025 US Tariff Shock
  % Loss-26.3%-18.8%
  % Gain to Breakeven35.6%23.1%
  Time to Breakeven84 days79 days
2023 SVB Regional Banking Crisis
  % Loss-13.4%-6.7%
  % Gain to Breakeven15.5%7.1%
  Time to Breakeven82 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-24.6%-24.5%
  % Gain to Breakeven32.6%32.4%
  Time to Breakeven151 days427 days
2020 COVID-19 Crash
  % Loss-53.9%-33.7%
  % Gain to Breakeven117.1%50.9%
  Time to Breakeven158 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-23.5%-19.2%
  % Gain to Breakeven30.8%23.7%
  Time to Breakeven105 days105 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-22.2%-12.2%
  % Gain to Breakeven28.6%13.9%
  Time to Breakeven57 days62 days

Compare to ETN, DHR, ITW, HON, RTX

In The Past

Parker Hannifin's stock fell -26.3% during the 2025 US Tariff Shock. Such a loss loss requires a 35.6% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventPHS&P 500
2025 US Tariff Shock
  % Loss-26.3%-18.8%
  % Gain to Breakeven35.6%23.1%
  Time to Breakeven84 days79 days
2022 Inflation Shock & Fed Tightening
  % Loss-24.6%-24.5%
  % Gain to Breakeven32.6%32.4%
  Time to Breakeven151 days427 days
2020 COVID-19 Crash
  % Loss-53.9%-33.7%
  % Gain to Breakeven117.1%50.9%
  Time to Breakeven158 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-23.5%-19.2%
  % Gain to Breakeven30.8%23.7%
  Time to Breakeven105 days105 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-22.2%-12.2%
  % Gain to Breakeven28.6%13.9%
  Time to Breakeven57 days62 days
2014-2016 Oil Price Collapse
  % Loss-23.0%-6.8%
  % Gain to Breakeven29.9%7.3%
  Time to Breakeven57 days15 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-30.1%-17.9%
  % Gain to Breakeven43.0%21.8%
  Time to Breakeven126 days123 days
2010 Eurozone Sovereign Debt Crisis / Flash Crash
  % Loss-22.7%-15.4%
  % Gain to Breakeven29.3%18.2%
  Time to Breakeven91 days125 days
2008-2009 Global Financial Crisis
  % Loss-63.0%-53.4%
  % Gain to Breakeven170.1%114.4%
  Time to Breakeven589 days1085 days

Compare to ETN, DHR, ITW, HON, RTX

In The Past

Parker Hannifin's stock fell -26.3% during the 2025 US Tariff Shock. Such a loss loss requires a 35.6% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Parker Hannifin (PH)

Parker-Hannifin Corporation manufactures and sells motion and control technologies and systems for various mobile, industrial, and aerospace markets worldwide. The company operates through two segments, Diversified Industrial and Aerospace Systems. The Company's Diversified Industrial segment offers sealing, shielding, thermal products and systems, adhesives, coatings, and noise vibration and harshness solutions; filters, systems, and diagnostics solutions to monitor and remove contaminants from fuel, air, oil, water, and other liquids and gases; connectors, which control, transmit, and contain fluid; control solutions for extreme corrosion resistance, temperatures, pressures, and precise flow; and hydraulic, pneumatic, and electromechanical components and systems for builders and users of mobile and industrial machinery and equipment. This segment sells its products to original equipment manufacturers (OEMs) and distributors who serve the replacement markets in manufacturing, packaging, processing, transportation, construction, refrigeration and air conditioning, agricultural, and military machinery and equipment industries. Its Aerospace Systems segment offers products for use in commercial and military airframe and engine programs, such as control actuation systems and components, engine build-up ducting, engine exhaust nozzles and assemblies, engine systems and components, fluid conveyance systems and components, fuel systems and components, fuel tank inerting systems, hydraulic systems and components, lubrication components, pilot controls, pneumatic control components, thermal management products, and wheels and brakes, as well as fluid metering, delivery, and atomization devices. This segment markets its products directly to OEMs and end users. It markets its products through direct-sales employees, independent distributors, and sales representatives. The company was founded in 1917 and is headquartered in Cleveland, Ohio.

AI Analysis | Feedback

Here are a few analogies to describe Parker Hannifin:

  • "Intel for the mechanical world," providing the essential motion and control systems that make industrial machines, vehicles, and aircraft work.
  • A specialized industrial version of Honeywell, focused on the critical fluid, motion, and control components for everything from factory equipment to airplanes.

AI Analysis | Feedback

  • Motion & Control Systems: Technologies encompassing hydraulic, pneumatic, and electromechanical components and systems for industrial, mobile, and aerospace applications.
  • Filtration Systems: Products and diagnostic solutions designed to monitor and remove contaminants from fuel, air, oil, water, and other liquids and gases.
  • Sealing & Shielding Solutions: Products including seals, shields, thermal products, adhesives, coatings, and noise vibration and harshness solutions.
  • Fluid Connectors & Control Systems: Components that control, transmit, and contain fluid, along with solutions for precise flow and extreme operating conditions.
  • Aerospace Systems & Components: Specialized products for commercial and military aircraft, covering control actuation, engine components, fluid conveyance, fuel systems, and hydraulic systems.
  • Thermal Management Products: Solutions for managing heat and temperature across industrial and aerospace contexts.
  • Aircraft Wheels & Brakes: Critical components provided for commercial and military aircraft landing gear programs.

AI Analysis | Feedback

Based on the provided company description, Parker Hannifin (PH) primarily sells its products and systems to other companies rather than individuals. While specific names of major customer companies are not disclosed in the description, its customer base consists primarily of:

  • Original Equipment Manufacturers (OEMs) across a wide range of industries including manufacturing, packaging, processing, transportation, construction, refrigeration and air conditioning, agricultural, and military machinery and equipment.
  • Independent distributors who serve the replacement markets in these same diversified industrial sectors.
  • Original Equipment Manufacturers (OEMs) and end users in the commercial and military aerospace markets for airframe and engine programs.

AI Analysis | Feedback

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AI Analysis | Feedback

Jennifer A. Parmentier, Chairman of the Board and Chief Executive Officer

Jennifer A. Parmentier assumed the role of Chief Executive Officer of Parker Hannifin on January 1, 2023, and became Chairman of the Board in 2024. She joined Parker Hannifin in 2008 and has held various operational roles, including General Manager of the Sporlan Division and the Hose Products Division. Prior to her CEO role, she served as Vice President and President of the Engineered Materials Group (2015-2019) and the Motion Systems Group (2019-2021), and as Chief Operating Officer starting in 2021. Before joining Parker, Ms. Parmentier was a Business Leader for Ingersoll Rand Trane Residential Systems and held operational leadership positions with Magna Corporation. She holds a Bachelor of Arts in Management from Webster University and an Executive MBA from Loyola Chicago Quinlan School of Business. Ms. Parmentier also serves on the Board of Directors of Nordson Corporation.

Todd M. Leombruno, Executive Vice President and Chief Financial Officer

Todd M. Leombruno has served as Parker Hannifin's Executive Vice President and Chief Financial Officer since January 1, 2021. He began his career with Parker in 1993 as an Accounting Trainee and has held several accounting and financial roles, including Division Controller for the Hydraulic Cartridge Systems Division. His previous positions at Parker include Director of Lean Financial Systems (starting 2006) and Director of Investor Relations (starting 2012). He also served as Group Vice President and Controller for the Engineered Materials Group (starting 2015) and Vice President and Controller (starting 2017). Mr. Leombruno holds a Bachelor of Business Administration from Ohio University and a Master of Business Administration from Case Western Reserve University. He is also a Director on the Board of The Timken Company.

Andrew D. Ross, President and Chief Operating Officer

Andrew D. Ross is the President and Chief Operating Officer of Parker Hannifin, a role he assumed in 2023, following his appointment as Chief Operating Officer in 2022. Mr. Ross joined Parker in 1998 as a Product Manager. His career at Parker includes various leadership roles such as Vice President and President of the Engineered Materials Group (2012-2015) and Vice President and President of the Fluid Connectors Group (starting in 2015). Before joining Parker, he held sales and product marketing roles at Trelleborg Sealing Solutions and began his career at Norfolk Southern Corporation. He earned a Bachelor of Science in Business Administration from the University of Saint Francis, an Executive MBA from Case Western Reserve University, and a Master of Applied Communications from the University of Michigan. Mr. Ross currently serves on the Board of Directors of Symbotic Inc.

Joseph R. Leonti, Executive Vice President, General Counsel and Secretary

Joseph R. Leonti is the Executive Vice President, General Counsel and Secretary for Parker Hannifin. Mr. Leonti assumed this role in January 2022. He joined Parker in 2005 as Assistant General Counsel and advanced to leadership positions within the legal department, including Deputy General Counsel.

Berend Bracht, Vice President and President - Motion Systems Group

Berend Bracht serves as Vice President and President of the Motion Systems Group at Parker Hannifin. Mr. Bracht has been with Parker for over 25 years, holding various leadership positions across different groups and regions. He previously served as President of the Aerospace Group.

AI Analysis | Feedback

Here are the key risks to Parker Hannifin's business:

  1. Dependence on Cyclical Global Economic Conditions: Parker Hannifin's substantial Diversified Industrial segment, which accounts for a significant portion of its net sales, is highly susceptible to fluctuations in global economic conditions. Economic slowdowns and downturns, particularly in key end markets such as construction, agriculture, transportation, and general industrial activity, can lead to reduced demand for the company's motion and control technologies and systems, impacting revenue and profitability.
  2. Supply Chain Disruptions and Inflationary Pressures: As a global manufacturer, Parker Hannifin faces significant risks from disruptions to its complex supply chain. Such disruptions can result in increased operational costs, delays in product delivery, and ultimately affect profitability and customer satisfaction. Furthermore, inflationary pressures and volatility in raw material prices directly impact the company's cost of goods sold, potentially compressing profit margins.
  3. Intense Competition: Parker Hannifin operates in a dynamic and highly competitive industry across its various segments. The company faces stiff competition from both established global players and emerging specialized firms in fluid power, motion control, and industrial automation. This intense competitive landscape can exert pressure on pricing, market share, and profitability, necessitating continuous investment in innovation and product differentiation to maintain its competitive edge.

AI Analysis | Feedback

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AI Analysis | Feedback

Parker Hannifin (NYSE: PH) operates in several significant addressable markets globally. The company manufactures and sells motion and control technologies and systems, with its main products and services falling under diversified industrial and aerospace systems segments. The key addressable markets for Parker Hannifin's main products and services include: * **Industrial Filtration:** The global industrial filtration market was valued at approximately USD 37.83 billion in 2025 and is projected to reach USD 57.69 billion by 2034, growing at a compound annual growth rate (CAGR) of 4.80% from 2026 to 2034. The U.S. industrial filtration market is projected to reach USD 18.85 billion by 2032. * **Fluid Power Equipment (Hydraulics and Pneumatics):** The global fluid power equipment market was valued at USD 58.23 billion in 2023 and is expected to reach USD 108.13 billion in 2032, exhibiting a CAGR of 7.12% over the forecast period (2024-2032). Another estimate places the global fluid power market at about USD 51.9 billion in 2024, with projections of continued growth, potentially reaching USD 90 billion by 2033. North America dominated the fluid power equipment market with a 31.5% share in 2024. * **Motion Control:** The global motion control market size was estimated at USD 16.63 billion in 2023 and is projected to reach USD 24.66 billion by 2030, growing at a CAGR of 5.8% from 2024 to 2030. The Asia Pacific region was the largest revenue-generating market in 2023. * **Aerospace Hydraulic Systems:** The global aircraft hydraulic systems market size was valued at USD 12.2 billion in 2024 and is estimated to grow at a CAGR of 11.5% to reach USD 36 billion by 2034. The U.S. dominated this market, accounting for USD 3.8 billion in 2024. * **Electromechanical Components:** The global electromechanical components market was valued at USD 557.2 billion in 2024 and is projected to reach USD 962.7 billion by 2033, growing at a CAGR of 6.1% during the forecast period 2025-2033.

AI Analysis | Feedback

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Expected Drivers of Future Revenue Growth for Parker Hannifin (PH)

Over the next 2-3 years, Parker Hannifin (NYSE: PH) is expected to drive revenue growth through several key initiatives and market trends:

  1. Strong Performance in the Aerospace Systems Segment: The Aerospace Systems segment is a significant growth driver, benefiting from robust demand across commercial and military end markets, for both Original Equipment Manufacturers (OEM) and aftermarket channels. The segment has shown strong sales increases and a growing backlog, indicating sustained momentum.
  2. Alignment with Secular Growth Trends: Parker Hannifin is strategically positioned to capitalize on long-term secular trends. These include digitalization, electrification, the advancement of clean technologies for carbon reduction, increased automation, and significant infrastructure investments. The company's portfolio is aligned to benefit from these global shifts.
  3. Strategic Acquisitions: The company's strategy includes strategic acquisitions to expand its market presence and enhance its product offerings. Recent examples, such as the acquisition of Curtis Instruments and the planned acquisition of Filtration Group Corporation, aim to broaden aftermarket operations and strengthen high-margin segments like industrial filtration, contributing to future revenue and operational profitability.
  4. "The Win Strategy™" and Operational Excellence: Parker's business system, "The Win Strategy™," emphasizes operational excellence, continuous improvement, and margin expansion. This approach fosters a high-performance culture and allows the company to drive efficiency and profitability, indirectly supporting revenue growth by enhancing competitiveness and customer experience.
  5. Achieving Organic Sales Growth Targets: Parker Hannifin has set clear financial targets, including a 4-6% compound annual growth rate (CAGR) in organic sales through fiscal year 2029. This ambitious target reflects the company's confidence in its ability to generate sustained growth from its existing businesses and strategic initiatives.
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Share Repurchases

  • Parker Hannifin repurchased $650 million of shares in the third quarter ending March 31, 2025.
  • Between October 1, 2025, and December 31, 2025, Parker-Hannifin repurchased 92,199 shares for US$75 million.
  • The Board approved an update in August 2025, making 20 million shares available under the company's existing share repurchase authorization.

Share Issuance

  • Parker-Hannifin's shares outstanding have seen a slight decline in recent years, with 0.13 billion shares outstanding in 2025 and 0.128 billion in Q4 2025, indicating no significant share issuance.

Outbound Investments

  • On September 13, 2022, Parker-Hannifin acquired Meggitt, a global leader in aerospace and defense motion and control technologies, for $8.8 billion in a cash deal.
  • On November 11, 2025, Parker Hannifin announced a definitive agreement to acquire Filtration Group Corporation for $9.25 billion in cash, aiming to create one of the largest global industrial filtration businesses.
  • The company acquired LORD, a manufacturer of advanced adhesives and coatings, for $3.675 billion in cash on October 29, 2019.

Capital Expenditures

  • In the last 12 months, Parker-Hannifin's capital expenditures were -$402.00 million.
  • Historical capital expenditures were $435 million for fiscal year 2025, $400 million for 2024, and $381 million for 2023.
  • Expected capital expenditures are projected to be $385 million for fiscal year 2026, increasing to $419 million in 2027 and $441 million in 2028.

Better Bets vs. Parker Hannifin (PH)

Latest Trefis Analyses

TitleDate
0DASHBOARDS 
1Can Mueller Industries Outrun Parker Hannifin in the Next Rally?05/05/2026
2Parker Hannifin Stock 6-Day Losing Spree: Stock Falls 11%05/05/2026
3Parker Hannifin Stock 5-Day Losing Spree: Stock Falls 9.5%05/02/2026
4Parker Hannifin Earnings Notes04/29/2026
5Why XYL, FLS May Be Better Than Parker Hannifin Stock04/09/2026
6What Is Happening With Parker Hannifin Stock?02/25/2026
7How Parker Hannifin Stock Gained 70%01/17/2026
8Why Parker Hannifin Stock Jumped 70%?01/01/2026
9ARTICLES 
10Mueller Industries or Parker Hannifin: Which Stock Has More Upside?05/05/2026
11Parker Hannifin Stock 6-Day Losing Spree: Stock Falls -11%05/05/2026
12Parker Hannifin Stock Slides -9.5% With A 5-Day Losing Spree05/02/2026
13How Will Parker Hannifin Stock React To Its Upcoming Earnings?04/29/2026
14XYL Tops Parker Hannifin Stock on Price & Potential04/09/2026

Trade Ideas

Select ideas related to PH.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
GEO_4302026_Dip_Buyer_ValueBuy04302026GEOGEODip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin		0.0%0.0%0.0%
RUN_4302026_Short_Squeeze04302026RUNSunrunSpecialShort Squeeze PotentialShort Squeeze Potential
Has potential for a short squeeze. High short interest, rising short interest and high debt.		0.0%0.0%0.0%
RSG_4172026_Monopoly_xInd_xCD_Getting_Cheaper04172026RSGRepublic ServicesMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple		0.8%0.8%-1.1%
VRSK_4102026_Dip_Buyer_FCFYield04102026VRSKVerisk AnalyticsDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		12.3%12.3%0.0%
UHAL_4102026_Monopoly_xInd_xCD_Getting_Cheaper04102026UHALU-HaulMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple		0.3%0.3%-1.0%
PH_5312022_Insider_Buying_GTE_1Mil_EBITp+DE_V205312022PHParker HannifinInsiderInsider Buys | Low D/EStrong Insider Buying
Companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap		9.6%20.3%-13.2%
PH_3312020_Dip_Buyer_ValueBuy03312020PHParker HannifinDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin		57.4%147.4%-10.7%

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Financials

PHETNDHRITWHONRTXMedian
NameParker H.Eaton Danaher Illinois.Honeywel.RTX  
Mkt Price878.83401.51171.16254.76213.12176.09233.94
Mkt Cap110.9155.9121.273.4135.3237.4128.2
Rev LTM20,98728,52224,77816,22136,76390,37326,650
Op Inc LTM4,3885,1814,7604,2856,3199,8204,970
FCF LTM3,6783,7765,2912,739-7,9713,776
FCF 3Y Avg3,2483,3485,2472,849-6,2793,348
CFO LTM4,0954,7416,4393,157-11,1174,741
CFO 3Y Avg3,6584,1986,5483,280-9,4424,198

Growth & Margins

PHETNDHRITWHONRTXMedian
NameParker H.Eaton Danaher Illinois.Honeywel.RTX  
Rev Chg LTM6.0%12.7%4.0%2.9%6.4%10.6%6.2%
Rev Chg 3Y Avg5.0%10.1%-0.1%0.5%0.9%9.7%3.0%
Rev Chg Q10.6%16.8%3.7%4.6%2.4%8.7%6.7%
QoQ Delta Rev Chg LTM2.6%3.9%0.9%1.1%0.6%2.0%1.6%
Op Inc Chg LTM10.3%7.3%-1.3%4.8%-3.4%46.5%6.0%
Op Inc Chg 3Y Avg16.1%18.0%-10.7%3.6%-2.5%29.1%9.8%
Op Mgn LTM20.9%18.2%19.2%26.4%17.2%10.9%18.7%
Op Mgn 3Y Avg20.0%18.2%20.2%26.2%18.3%8.1%19.2%
QoQ Delta Op Mgn LTM-0.1%-0.8%0.1%0.1%-0.1%0.4%0.0%
CFO/Rev LTM19.5%16.6%26.0%19.5%-12.3%19.5%
CFO/Rev 3Y Avg18.1%16.2%27.2%20.5%-11.7%18.1%
FCF/Rev LTM17.5%13.2%21.4%16.9%-8.8%16.9%
FCF/Rev 3Y Avg16.0%12.9%21.8%17.8%-7.7%16.0%

Valuation

PHETNDHRITWHONRTXMedian
NameParker H.Eaton Danaher Illinois.Honeywel.RTX  
Mkt Cap110.9155.9121.273.4135.3237.4128.2
P/S5.35.54.94.53.72.64.7
P/Op Inc25.330.125.517.121.424.224.7
P/EBIT23.630.126.416.923.021.523.3
P/E31.939.132.823.433.032.732.8
P/CFO27.132.918.823.3-21.423.3
Total Yield4.0%2.6%3.0%6.7%4.7%4.6%4.3%
Dividend Yield0.8%0.0%0.0%2.5%1.7%1.5%1.2%
FCF Yield 3Y Avg3.8%2.7%3.4%3.8%-3.5%3.5%
D/E0.10.10.20.10.30.20.1
Net D/E0.10.10.10.10.20.10.1

Returns

PHETNDHRITWHONRTXMedian
NameParker H.Eaton Danaher Illinois.Honeywel.RTX  
1M Rtn-10.5%-0.1%-9.7%-5.8%-9.3%-12.6%-9.5%
3M Rtn-9.8%8.0%-20.8%-12.7%-10.2%-11.1%-10.6%
6M Rtn4.6%8.1%-18.2%5.1%11.0%0.2%4.8%
12M Rtn36.9%31.1%-9.2%7.7%8.4%39.2%19.7%
3Y Rtn179.6%147.7%-15.2%19.3%23.6%96.8%60.2%
1M Excs Rtn-18.8%-7.9%-19.7%-15.2%-18.1%-21.8%-18.5%
3M Excs Rtn-16.5%1.3%-27.5%-19.4%-16.9%-17.8%-17.3%
6M Excs Rtn5.4%-3.8%-27.9%-3.6%0.5%-6.9%-3.7%
12M Excs Rtn11.3%3.0%-42.1%-22.7%-23.8%9.1%-9.8%
3Y Excs Rtn101.2%62.5%-101.1%-63.8%-59.1%12.6%-23.2%

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Diversified Industrial14,45814,70613,34211,96010,961
Aerospace Systems5,4724,3602,5202,3872,735
Total19,93019,06515,86214,34813,696


Operating Income by Segment
$ Mil20252024202320222021
Diversified Industrial3,1763,0712,6932,2351,661
Aerospace Systems1,111562501403477
Total4,2873,6343,1952,6382,138


Assets by Segment
$ Mil20252024202320222021
Diversified Industrial16,17415,57315,83916,51915,974
Aerospace Systems12,01613,6613,0213,0773,252
Corporate1,1087317,085745663
Total29,29829,96425,94420,34119,888


Price Behavior

Price Behavior
Market Price$878.83 
Market Cap ($ Bil)110.9 
First Trading Date07/01/1985 
Distance from 52W High-13.9% 
   50 Days200 Days
DMA Price$932.38$852.93
DMA Trendupdown
Distance from DMA-5.7%3.0%
 3M1YR
Volatility31.5%24.6%
Downside Capture0.810.51
Upside Capture79.42108.23
Correlation (SPY)52.8%50.9%
PH Betas & Captures as of 4/30/2026

 1M2M3M6M1Y3Y
Beta1.701.291.050.891.021.29
Up Beta1.921.841.471.081.131.43
Down Beta4.031.331.540.741.011.35
Up Capture86%77%82%114%119%206%
Bmk +ve Days15223166141428
Stock +ve Days12193365140403
Down Capture-39%126%68%67%85%102%
Bmk -ve Days4183056108321
Stock -ve Days10243160112350

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return		Annualized
Volatility		Sharpe
Ratio		Correlation
with PH
PH42.9%24.8%1.39-
Sector ETF (XLI)31.0%15.6%1.5372.0%
Equity (SPY)29.0%12.5%1.8352.8%
Gold (GLD)39.8%27.0%1.226.3%
Commodities (DBC)50.6%18.0%2.21-14.7%
Real Estate (VNQ)13.0%13.5%0.6639.3%
Bitcoin (BTCUSD)-17.4%42.1%-0.3417.9%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return		Annualized
Volatility		Sharpe
Ratio		Correlation
with PH
PH24.9%28.6%0.79-
Sector ETF (XLI)12.7%17.4%0.5782.4%
Equity (SPY)12.8%17.1%0.5971.5%
Gold (GLD)20.9%17.9%0.956.3%
Commodities (DBC)13.8%19.1%0.5918.1%
Real Estate (VNQ)3.4%18.8%0.0853.2%
Bitcoin (BTCUSD)7.0%56.0%0.3425.7%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return		Annualized
Volatility		Sharpe
Ratio		Correlation
with PH
PH24.5%31.7%0.76-
Sector ETF (XLI)13.9%20.0%0.6185.3%
Equity (SPY)15.1%17.9%0.7274.9%
Gold (GLD)13.4%15.9%0.691.6%
Commodities (DBC)9.3%17.8%0.4429.5%
Real Estate (VNQ)5.8%20.7%0.2457.9%
Bitcoin (BTCUSD)67.8%66.9%1.0717.8%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date4152026
Short Interest: Shares Quantity1.3 Mil
Short Interest: % Change Since 3312026-11.1%
Average Daily Volume0.5 Mil
Days-to-Cover Short Interest2.7 days
Basic Shares Quantity126.2 Mil
Short % of Basic Shares1.1%

Returns Analyses

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
4/30/2026-4.0%-4.7% 
1/29/20263.5%5.6%10.3%
11/6/20257.8%10.6%13.9%
8/7/20254.0%9.3%9.1%
5/1/20250.8%3.0%10.2%
1/30/20255.7%3.5%0.6%
10/31/20241.6%13.6%12.9%
8/8/202410.8%12.9%11.8%
...
SUMMARY STATS   
# Positive171918
# Negative866
Median Positive4.0%7.1%10.7%
Median Negative-1.9%-2.3%-3.7%
Max Positive10.8%20.1%27.0%
Max Negative-5.0%-8.8%-10.9%

SEC Filings

Expand for More
Report DateFiling DateFiling
03/31/202605/01/202610-Q
12/31/202501/30/202610-Q
09/30/202511/07/202510-Q
06/30/202508/22/202510-K
03/31/202505/06/202510-Q
12/31/202401/31/202510-Q
09/30/202411/05/202410-Q
06/30/202408/22/202410-K
03/31/202405/03/202410-Q
12/31/202302/06/202410-Q
09/30/202311/07/202310-Q
06/30/202308/24/202310-K
03/31/202305/05/202310-Q
12/31/202202/07/202310-Q
09/30/202211/04/202210-Q
06/30/202208/24/202210-K

Recent Forward Guidance [BETA]

Latest: Q3 2026 Earnings Reported 4/30/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Reported Sales Growth 7.0% 7.7%0.5%RaisedGuidance: 6.5% for 2026
2026 Segment Operating Margin 23.9% 00AffirmedGuidance: 23.9% for 2026
2026 Adjusted Segment Operating Margin 27.2% 00AffirmedGuidance: 27.2% for 2026
2026 EPS 27.1 2.0% RaisedGuidance: 26.6 for 2026
2026 Adjusted EPS 31.2 1.6% RaisedGuidance: 30.7 for 2026
2026 Adjusted EPS Growth 15.0%   Higher New

Prior: Q2 2026 Earnings Reported 1/29/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Revenue Growth5.5%6.5%7.5%18.2%1.0%RaisedGuidance: 5.5% for 2026
2026 Operating Margin27.0%27.2%27.4%0.7%0.2%RaisedGuidance: 27.0% for 2026
2026 EPS30.430.7312.3% RaisedGuidance: 30 for 2026

Insider Activity

Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value		Value of
Held Shares		Form
1Bracht, BerendVP & Pres.- Motion Sys. Grp.DirectSell21820261002.131,1271,129,4012,585,495Form
2Bendali, RachidVP & Pres.- Eng. Mat. Grp.DirectSell21820261006.74412414,7772,732,292Form
3Gentile, Thomas CVP-Global Supply ChainDirectSell21720261001.511,3261,328,0025,473,252Form
4Hart, Mark JEVP-HR & External AffairsDirectSell21720261009.122,8042,829,5727,127,415Form
5Scott, PatrickVP & Pres.-Fluid Conn.DirectSell2172026983.06833818,8893,396,472Form

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