Parker Hannifin (PH)
Market Price (4/15/2026): $982.0 | Market Cap: $123.9 BilSector: Industrials | Industry: Industrial Machinery & Supplies & Components
Parker Hannifin (PH)
Market Price (4/15/2026): $982.0Market Cap: $123.9 BilSector: IndustrialsIndustry: Industrial Machinery & Supplies & Components
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 21% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 18%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 16%, CFO LTM is 3.7 Bil, FCF LTM is 3.3 Bil Stock buyback supportStock Buyback 3Y Total is 2.9 Bil Low stock price volatilityVol 12M is 24% Megatrend and thematic driversMegatrends include Automation & Robotics, Hydrogen Economy, Electrification of Everything, Advanced Aviation & Space, Show more. | Trading close to highsDist 52W High is -3.7%, Dist 3Y High is -3.7% | Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 33x Key risksPH key risks include [1] tepid demand in key end-markets such as construction and agriculture. |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 21% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 18%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 16%, CFO LTM is 3.7 Bil, FCF LTM is 3.3 Bil |
| Stock buyback supportStock Buyback 3Y Total is 2.9 Bil |
| Low stock price volatilityVol 12M is 24% |
| Megatrend and thematic driversMegatrends include Automation & Robotics, Hydrogen Economy, Electrification of Everything, Advanced Aviation & Space, Show more. |
| Trading close to highsDist 52W High is -3.7%, Dist 3Y High is -3.7% |
| Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 33x |
| Key risksPH key risks include [1] tepid demand in key end-markets such as construction and agriculture. |
Qualitative Assessment
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Parker Hannifin (PH) stock has gained about 10% since 12/31/2025 because of the following key factors:
1. Strong Fiscal Q1 2026 Results and Increased Full-Year Guidance.
Parker Hannifin reported record adjusted earnings per share (EPS) of $7.22 for its fiscal first quarter 2026, significantly surpassing analyst estimates of $6.82 by approximately $0.40 per share. The company also raised its full-year fiscal 2026 adjusted EPS guidance to a range of $29.60 to $30.40, with a midpoint of $30.00, exceeding previous analyst full-year estimates of $29.60. This strong financial performance and optimistic outlook, announced on November 6, 2025, continued to fuel investor confidence into the subsequent period, as evidenced by an 8.7% stock increase immediately following the announcement.
2. Robust Performance and Order Rates in the Aerospace Systems Segment.
The Aerospace Systems segment was a significant driver of Parker Hannifin's performance, exhibiting strong organic sales growth of 12.8% and reported sales growth of 13.3% in fiscal Q1 2026. The segment also recorded a substantial 15% surge in order rates and achieved a record adjusted operating margin of 30.0%. This sustained strength and high demand in a key industrial segment contributed to the overall positive sentiment surrounding the company's stock.
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1. Strong Fiscal Q1 2026 Results and Increased Full-Year Guidance.
Parker Hannifin reported record adjusted earnings per share (EPS) of $7.22 for its fiscal first quarter 2026, significantly surpassing analyst estimates of $6.82 by approximately $0.40 per share. The company also raised its full-year fiscal 2026 adjusted EPS guidance to a range of $29.60 to $30.40, with a midpoint of $30.00, exceeding previous analyst full-year estimates of $29.60. This strong financial performance and optimistic outlook, announced on November 6, 2025, continued to fuel investor confidence into the subsequent period, as evidenced by an 8.7% stock increase immediately following the announcement.
2. Robust Performance and Order Rates in the Aerospace Systems Segment.
The Aerospace Systems segment was a significant driver of Parker Hannifin's performance, exhibiting strong organic sales growth of 12.8% and reported sales growth of 13.3% in fiscal Q1 2026. The segment also recorded a substantial 15% surge in order rates and achieved a record adjusted operating margin of 30.0%. This sustained strength and high demand in a key industrial segment contributed to the overall positive sentiment surrounding the company's stock.
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Stock Movement Drivers
Fundamental Drivers
The 12.3% change in PH stock from 12/31/2025 to 4/14/2026 was primarily driven by a 15.3% change in the company's P/E Multiple.| (LTM values as of) | 12312025 | 4142026 | Change |
|---|---|---|---|
| Stock Price ($) | 877.32 | 985.00 | 12.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 20,030 | 20,461 | 2.2% |
| Net Income Margin (%) | 18.2% | 17.3% | -4.9% |
| P/E Multiple | 30.5 | 35.1 | 15.3% |
| Shares Outstanding (Mil) | 126 | 126 | 0.2% |
| Cumulative Contribution | 12.3% |
Market Drivers
12/31/2025 to 4/14/2026| Return | Correlation | |
|---|---|---|
| PH | 12.3% | |
| Market (SPY) | -5.4% | 47.4% |
| Sector (XLI) | 11.8% | 83.9% |
Fundamental Drivers
The 30.4% change in PH stock from 9/30/2025 to 4/14/2026 was primarily driven by a 29.1% change in the company's P/E Multiple.| (LTM values as of) | 9302025 | 4142026 | Change |
|---|---|---|---|
| Stock Price ($) | 755.11 | 985.00 | 30.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 19,850 | 20,461 | 3.1% |
| Net Income Margin (%) | 17.8% | 17.3% | -2.8% |
| P/E Multiple | 27.2 | 35.1 | 29.1% |
| Shares Outstanding (Mil) | 127 | 126 | 0.9% |
| Cumulative Contribution | 30.4% |
Market Drivers
9/30/2025 to 4/14/2026| Return | Correlation | |
|---|---|---|
| PH | 30.4% | |
| Market (SPY) | -2.9% | 42.1% |
| Sector (XLI) | 12.8% | 74.7% |
Fundamental Drivers
The 63.5% change in PH stock from 3/31/2025 to 4/14/2026 was primarily driven by a 43.1% change in the company's P/E Multiple.| (LTM values as of) | 3312025 | 4142026 | Change |
|---|---|---|---|
| Stock Price ($) | 602.28 | 985.00 | 63.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 19,909 | 20,461 | 2.8% |
| Net Income Margin (%) | 15.9% | 17.3% | 9.0% |
| P/E Multiple | 24.6 | 35.1 | 43.1% |
| Shares Outstanding (Mil) | 129 | 126 | 2.1% |
| Cumulative Contribution | 63.5% |
Market Drivers
3/31/2025 to 4/14/2026| Return | Correlation | |
|---|---|---|
| PH | 63.5% | |
| Market (SPY) | 16.3% | 75.0% |
| Sector (XLI) | 33.7% | 84.3% |
Fundamental Drivers
The 203.3% change in PH stock from 3/31/2023 to 4/14/2026 was primarily driven by a 135.7% change in the company's Net Income Margin (%).| (LTM values as of) | 3312023 | 4142026 | Change |
|---|---|---|---|
| Stock Price ($) | 324.75 | 985.00 | 203.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 17,182 | 20,461 | 19.1% |
| Net Income Margin (%) | 7.3% | 17.3% | 135.7% |
| P/E Multiple | 33.1 | 35.1 | 6.3% |
| Shares Outstanding (Mil) | 128 | 126 | 1.7% |
| Cumulative Contribution | 203.3% |
Market Drivers
3/31/2023 to 4/14/2026| Return | Correlation | |
|---|---|---|
| PH | 203.3% | |
| Market (SPY) | 63.3% | 69.0% |
| Sector (XLI) | 78.7% | 81.7% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| PH Return | 18% | -7% | 61% | 40% | 40% | 12% | 289% |
| Peers Return | 28% | -2% | 12% | 18% | 10% | 10% | 103% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -0% | 81% |
Monthly Win Rates [3] | |||||||
| PH Win Rate | 50% | 33% | 58% | 67% | 75% | 75% | |
| Peers Win Rate | 72% | 38% | 48% | 53% | 52% | 65% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| PH Max Drawdown | -8% | -25% | 0% | -2% | -18% | -2% | |
| Peers Max Drawdown | -6% | -21% | -14% | -5% | -17% | -4% | |
| 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 4/14/2026 (YTD)
How Low Can It Go
| Event | PH | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -29.2% | -25.4% |
| % Gain to Breakeven | 41.3% | 34.1% |
| Time to Breakeven | 230 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -54.7% | -33.9% |
| % Gain to Breakeven | 120.7% | 51.3% |
| Time to Breakeven | 198 days | 148 days |
| 2018 Correction | ||
| % Loss | -33.1% | -19.8% |
| % Gain to Breakeven | 49.5% | 24.7% |
| Time to Breakeven | 414 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -67.5% | -56.8% |
| % Gain to Breakeven | 207.6% | 131.3% |
| Time to Breakeven | 641 days | 1,480 days |
Compare to ETN, DHR, ITW, HON, RTX
In The Past
Parker Hannifin's stock fell -29.2% during the 2022 Inflation Shock from a high on 11/12/2021. A -29.2% loss requires a 41.3% gain to breakeven.
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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.
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- 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.
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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.
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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:
- 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.
- 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.
- 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.
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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
```htmlExpected 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:
- 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.
- 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.
- 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.
- "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.
- 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.
Latest Trefis Analyses
Trade Ideas
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| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 03312026 | NSP | Insperity | Insider | Insider Buys 45DStrong Insider BuyingCompanies with multiple insider buys in the last 45 days | 0.0% | 0.0% | 0.0% |
| 03312026 | TNC | Tennant | Insider | Insider Buys 45DStrong Insider BuyingCompanies with multiple insider buys in the last 45 days | 0.0% | 0.0% | 0.0% |
| 03272026 | ADP | Automatic Data Processing | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 1.0% | 1.0% | 0.0% |
| 03272026 | HURN | Huron Consulting | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 4.0% | 4.0% | 0.0% |
| 03272026 | TRU | TransUnion | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 5.2% | 5.2% | 0.0% |
| 05312022 | PH | Parker Hannifin | Insider | Insider Buys | Low D/EStrong Insider BuyingCompanies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | 9.6% | 20.3% | -13.2% |
| 03312020 | PH | Parker Hannifin | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 57.4% | 147.4% | -10.7% |
Research & Analysis
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Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 252.75 |
| Mkt Cap | 144.3 |
| Rev LTM | 26,008 |
| Op Inc LTM | 4,950 |
| FCF LTM | 4,406 |
| FCF 3Y Avg | 4,198 |
| CFO LTM | 5,440 |
| CFO 3Y Avg | 5,045 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 5.4% |
| Rev Chg 3Y Avg | 4.1% |
| Rev Chg Q | 8.9% |
| QoQ Delta Rev Chg LTM | 1.8% |
| Op Mgn LTM | 19.0% |
| Op Mgn 3Y Avg | 19.0% |
| QoQ Delta Op Mgn LTM | 0.1% |
| CFO/Rev LTM | 17.7% |
| CFO/Rev 3Y Avg | 17.4% |
| FCF/Rev LTM | 15.4% |
| FCF/Rev 3Y Avg | 15.1% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 144.3 |
| P/S | 5.3 |
| P/EBIT | 26.5 |
| P/E | 36.7 |
| P/CFO | 25.5 |
| Total Yield | 3.7% |
| Dividend Yield | 1.0% |
| FCF Yield 3Y Avg | 3.5% |
| D/E | 0.1 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 4.4% |
| 3M Rtn | 5.9% |
| 6M Rtn | 15.5% |
| 12M Rtn | 36.3% |
| 3Y Rtn | 73.6% |
| 1M Excs Rtn | -0.6% |
| 3M Excs Rtn | 7.1% |
| 6M Excs Rtn | 12.2% |
| 12M Excs Rtn | 8.2% |
| 3Y Excs Rtn | 9.8% |
Comparison Analyses
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Diversified Industrial | 14,458 | 14,706 | 13,342 | 11,960 | 10,961 |
| Aerospace Systems | 5,472 | 4,360 | 2,520 | 2,387 | 2,735 |
| Total | 19,930 | 19,065 | 15,862 | 14,348 | 13,696 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Diversified Industrial | 3,176 | 3,071 | 2,693 | 2,235 | 1,661 |
| Aerospace Systems | 1,111 | 562 | 501 | 403 | 477 |
| Total | 4,287 | 3,634 | 3,195 | 2,638 | 2,138 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Diversified Industrial | 16,174 | 15,573 | 15,839 | 16,519 | 15,974 |
| Aerospace Systems | 12,016 | 13,661 | 3,021 | 3,077 | 3,252 |
| Corporate | 1,108 | 731 | 7,085 | 745 | 663 |
| Total | 29,298 | 29,964 | 25,944 | 20,341 | 19,888 |
Price Behavior
Price Behavior
| Market Price | $985.00 | |
| Market Cap ($ Bil) | 124.3 | |
| First Trading Date | 07/01/1985 | |
| Distance from 52W High | -3.7% | |
| 50 Days | 200 Days | |
| DMA Price | $954.58 | $834.21 |
| DMA Trend | up | indeterminate |
| Distance from DMA | 3.2% | 18.1% |
| 3M | 1YR | |
| Volatility | 28.2% | 24.0% |
| Downside Capture | 0.09 | 0.34 |
| Upside Capture | 65.78 | 118.21 |
| Correlation (SPY) | 35.8% | 51.8% |
PH Betas & Captures as of 3/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.05 | 0.84 | 0.92 | 0.82 | 1.22 | 1.29 |
| Up Beta | 1.03 | 0.17 | 0.44 | 0.37 | 1.20 | 1.40 |
| Down Beta | 1.27 | 1.38 | 1.21 | 0.86 | 1.44 | 1.34 |
| Up Capture | 53% | 78% | 108% | 126% | 134% | 216% |
| Bmk +ve Days | 7 | 16 | 27 | 65 | 139 | 424 |
| Stock +ve Days | 8 | 21 | 31 | 69 | 142 | 401 |
| Down Capture | 127% | 76% | 72% | 70% | 94% | 102% |
| Bmk -ve Days | 12 | 23 | 33 | 58 | 110 | 323 |
| Stock -ve Days | 14 | 21 | 32 | 57 | 110 | 350 |
[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 | |
|---|---|---|---|---|
| PH | 77.9% | 23.9% | 2.34 | - |
| Sector ETF (XLI) | 42.1% | 15.4% | 2.08 | 76.3% |
| Equity (SPY) | 24.2% | 12.9% | 1.49 | 55.2% |
| Gold (GLD) | 53.4% | 27.6% | 1.55 | -1.4% |
| Commodities (DBC) | 26.8% | 16.2% | 1.47 | 2.4% |
| Real Estate (VNQ) | 18.7% | 13.8% | 1.00 | 40.0% |
| Bitcoin (BTCUSD) | -6.8% | 42.9% | -0.05 | 21.1% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PH | |
|---|---|---|---|---|
| PH | 27.3% | 28.4% | 0.87 | - |
| Sector ETF (XLI) | 13.5% | 17.3% | 0.61 | 82.9% |
| Equity (SPY) | 11.1% | 17.0% | 0.50 | 71.5% |
| Gold (GLD) | 22.5% | 17.8% | 1.03 | 5.6% |
| Commodities (DBC) | 11.7% | 18.8% | 0.51 | 21.4% |
| Real Estate (VNQ) | 3.9% | 18.8% | 0.11 | 52.9% |
| Bitcoin (BTCUSD) | 5.8% | 56.5% | 0.32 | 25.7% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PH | |
|---|---|---|---|---|
| PH | 26.7% | 31.5% | 0.82 | - |
| Sector ETF (XLI) | 14.2% | 19.9% | 0.63 | 85.5% |
| Equity (SPY) | 14.0% | 17.9% | 0.67 | 74.9% |
| Gold (GLD) | 14.3% | 15.9% | 0.75 | 1.1% |
| Commodities (DBC) | 8.8% | 17.6% | 0.42 | 31.5% |
| Real Estate (VNQ) | 5.4% | 20.7% | 0.23 | 57.9% |
| Bitcoin (BTCUSD) | 67.7% | 66.9% | 1.07 | 17.8% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 1/29/2026 | 3.5% | 5.8% | 10.3% |
| 11/6/2025 | 7.8% | 10.6% | 13.9% |
| 8/7/2025 | 4.0% | 9.3% | 9.1% |
| 5/1/2025 | 0.8% | 3.0% | 10.2% |
| 1/30/2025 | 5.7% | 3.5% | 0.6% |
| 10/31/2024 | 1.6% | 13.6% | 12.9% |
| 8/8/2024 | 10.8% | 12.9% | 11.8% |
| 5/2/2024 | -2.3% | 2.2% | -1.8% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 17 | 19 | 18 |
| # Negative | 7 | 5 | 6 |
| Median Positive | 4.0% | 7.1% | 10.7% |
| Median Negative | -1.6% | -2.2% | -3.7% |
| Max Positive | 10.8% | 20.1% | 27.0% |
| Max Negative | -5.0% | -8.8% | -10.9% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 01/30/2026 | 10-Q |
| 09/30/2025 | 11/07/2025 | 10-Q |
| 06/30/2025 | 08/22/2025 | 10-K |
| 03/31/2025 | 05/06/2025 | 10-Q |
| 12/31/2024 | 01/31/2025 | 10-Q |
| 09/30/2024 | 11/05/2024 | 10-Q |
| 06/30/2024 | 08/22/2024 | 10-K |
| 03/31/2024 | 05/03/2024 | 10-Q |
| 12/31/2023 | 02/06/2024 | 10-Q |
| 09/30/2023 | 11/07/2023 | 10-Q |
| 06/30/2023 | 08/24/2023 | 10-K |
| 03/31/2023 | 05/05/2023 | 10-Q |
| 12/31/2022 | 02/07/2023 | 10-Q |
| 09/30/2022 | 11/04/2022 | 10-Q |
| 06/30/2022 | 08/24/2022 | 10-K |
| 03/31/2022 | 05/06/2022 | 10-Q |
Recent Forward Guidance [BETA]
Latest: Q2 2026 Earnings Reported 1/29/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue Growth | 5.5% | 6.5% | 7.5% | 18.2% | 1.0% | Raised | Guidance: 5.5% for 2026 |
| 2026 Operating Margin | 27.0% | 27.2% | 27.4% | 0.7% | 0.2% | Raised | Guidance: 27.0% for 2026 |
| 2026 EPS | 30.4 | 30.7 | 31 | 2.3% | Raised | Guidance: 30 for 2026 | |
Prior: Q1 2026 Earnings Reported 11/6/2025
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue Growth | 4.0% | 5.5% | 7.0% | 57.1% | 2.0% | Raised | Guidance: 3.5% for 2026 |
| 2026 Operating Margin | 26.8% | 27.0% | 27.2% | 1.9% | 0.5% | Raised | Guidance: 26.5% for 2026 |
| 2026 EPS | 29.6 | 30 | 30.4 | 3.8% | Raised | Guidance: 28.9 for 2026 | |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Ross, Andrew D | Chief Operating Officer | Direct | Sell | 12152025 | 894.26 | 1,539 | 1,376,261 | 12,581,294 | Form |
| 2 | Ross, Andrew D | Chief Operating Officer | Direct | Sell | 12152025 | 895.72 | 949 | 850,038 | 11,751,846 | Form |
| 3 | Reidy, Jay | VP & Pres.- Aerospace Grp. | Direct | Sell | 11142025 | 863.62 | 391 | 337,675 | 1,798,920 | Form |
| 4 | Bendali, Rachid | VP & Pres.- Eng. Mat. Grp. | Direct | Sell | 11142025 | 852.99 | 1,437 | 1,225,747 | 2,315,015 | Form |
| 5 | Bracht, Berend | VP & Pres.- Motion Sys. Grp. | Direct | Sell | 11142025 | 864.58 | 3,507 | 3,032,087 | 2,230,620 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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