Parker-Hannifin Corporation (NYSE:PH) is one of the 15 best Industrial Machinery and Supplies stocks to buy according to Hedge Funds. On January 30, Baird analyst Mircea Dobre reaffirmed his Outperform rating on Parker-Hannifin Corporation (NYSE:PH), while raising his price target estimate from $960 to $1,050. The revision now yields double-digit upside potential after Baird made adjustments to its outlook based on the company’s second-quarter results that beat consensus projections. MP Materials (MP) Dr ...

Parker-Hannifin Corporation (NYSE:PH) is included among the 12 Best HVAC Stocks to Buy Now. Truist Highlights Margin Strength After Parker-Hannifin’s (PH) Q2 Earnings Beat Photo by Annie Spratt on Unsplash On January 30, Truist lifted its price target on Parker-Hannifin Corporation (NYSE:PH) to $1,139 from $1,097 and reiterated its Buy rating. The analyst pointed to the company’s second-quarter earnings beat and said margin performance remains a clear strength, according to the research note shared with ...

Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S. equity markets hit new all-time highs in Q4 2025, with the S&P 500 Index up 2.66% and the Bloomberg U.S. Aggregate Bond Index rising 1.10%. Value stocks outperformed growth stocks, and the U.S. economy showed resilience. Artificial intelligence was a major theme, with over 300 S&P 500 companies mentioning "AI" in earn ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, the task of finding cutting-edge growth stocks is made easy w ...

Investors with a lot of money to spend have taken a bullish stance on Parker Hannifin (NYSE:PH).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with PH, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner spotte ...

Parker-Hannifin Corporation (NYSE:PH) reported better-than-expected second-quarter financial results and raised its FY26 guidance on Thursday.The motion and control technologies company posted adjusted EPS of $7.65, beating the $7.17 analyst estimate. Net sales totaled $5.174 billion, exceeding the $5.066 billion estimate. Sales increased 9% year over year with organic sales growth of 6.6%.CEO Jenny Parmentier said, "This was another outstanding quarter that reflected the performance of our global team, the ...

Parker-Hannifin Corporation (NYSE:PH) reported better-than-expected second-quarter financial results and raised its FY26 guidance on Thursday.The motion and control technologies company posted adjusted EPS of $7.65, beating the $7.17 analyst estimate. Net sales totaled $5.174 billion, exceeding the $5.066 billion estimate. Sales increased 9% year over year with organic sales growth of 6.6%.CEO Jenny Parmentier said, "This was another outstanding quarter that reflected the performance of our global team, the ...

Core Viewpoint - Parker-Hannifin (PH) shows potential as a stock pick due to its recent technical performance, surpassing resistance at the 20-day moving average, indicating a short-term bullish trend [1]. Technical Analysis - The 20-day simple moving average is a favored tool among traders, providing insights into short-term price trends and trend reversals, which is beneficial for short-term traders [1][2]. - A stock price above the 20-day moving average indicates a positive trend, while a price below suggests a downward trend [2]. Performance Metrics - Over the past four weeks, PH has experienced a gain of 7.9% [4]. - The company holds a Zacks Rank 2 (Buy), suggesting further potential for stock price increases [4]. Earnings Estimates - There have been three upward revisions in earnings estimates for the current fiscal year, with no downward revisions, indicating a bullish sentiment among investors [4]. - The consensus estimate for earnings has also increased, reinforcing the positive outlook for PH [4][5]. Investment Outlook - Given the positive technical indicators and favorable earnings estimate revisions, investors are encouraged to monitor PH for potential gains in the near future [5].

Financial Performance - Net sales for the three months ended December 31, 2025, were $5,174 million, an increase of 9.1% from $4,743 million in the same period of 2024[85] - Gross profit margin improved to 37.3% for the current-year quarter, up from 36.3% in the prior-year quarter[85] - Selling, general and administrative expenses (SG&A) increased to $837 million, representing 16.2% of sales, compared to $782 million and 16.5% in the prior-year quarter[85] - Net income for the three months ended December 31, 2025, was $845 million, a decrease of 11% from $949 million in the same period of 2024[85] Segment Performance - The Diversified Industrial Segment reported net sales of $3,468 million for the three months ended December 31, 2025, an increase of 6.6% compared to $3,253 million in the prior-year quarter[96] - Aerospace Systems Segment net sales reached $1.706 billion in the current-year quarter, up from $1.490 billion in the prior-year quarter, with an operating margin of 26.0%[105][107] Tax and Financial Ratios - The effective tax rate for the current-year quarter was 20.6%, compared to 18.6% in the prior-year quarter[85] - The company expects the effective tax rate for fiscal 2026 to be approximately 22%[94] - As of December 31, 2025, the company maintained a debt to debt-shareholders' equity ratio of 0.41 to 1.0, well below the covenant limit of 0.65 to 1.0[124] Cash Flow and Investments - Cash provided by operating activities decreased by $35 million to $1.644 billion for the first six months of fiscal 2026 compared to the same period in fiscal 2025[116] - Net cash used in investing activities decreased by $1.6 billion, primarily due to $1.0 billion spent on the Curtis acquisition[117] Acquisitions and Divestitures - The acquisition of Curtis contributed approximately $74 million to net sales in the current-year quarter[85] - The company completed the acquisition of Curtis for approximately $1.0 billion on September 18, 2025, and announced an agreement to acquire Filtration Group for approximately $9.25 billion, expected to close within 6 to 12 months[129] - The company continues to assess existing businesses for potential divestitures that do not align with long-term strategic goals[129] Backlog and Sales Performance - The backlog for the Diversified Industrial Segment was $3,738 million as of December 31, 2025, unchanged from the prior-year period[96] - North America businesses sales increased by $58 million year-over-year, with a $41 million contribution from the Curtis acquisition and a $38 million decrease due to divestitures in the current-year quarter[98] - International businesses sales rose by $157 million year-over-year, with $33 million from the Curtis acquisition and $62 million from favorable currency exchange rates in the current-year quarter[99] - The backlog for the Diversified Industrial Segment increased from $3.7 billion as of June 30, 2025, driven by orders exceeding shipments[103] Operational Efficiency - Operating margin for the Diversified Industrial Segment improved due to favorable product mix and price increases, despite rising material costs[100] - Days sales outstanding for trade accounts receivable was 49 days as of December 31, 2025, compared to 51 days at June 30, 2025[119] Shareholder Returns - The company declared a quarterly cash dividend of $1.80 per share on October 22, 2025, marking 302 consecutive quarters of dividend payments and 69 consecutive years of annual increases[127] - The Board of Directors approved a share repurchase authorization of 20.0 million shares, with 19.3 million shares remaining available for repurchase as of December 31, 2025[128] Future Outlook and Risks - The company anticipates incurring approximately $40 million in additional business realignment charges in the remainder of fiscal 2026[102] - Capital expenditures are targeted at 2.5% of sales for the remainder of fiscal 2026, with a long-term annual target of 2.0%[126] - A 10% change in foreign exchange rates related to forward exchange contracts as of December 31, 2025, would affect earnings by approximately $125 million[138] - A 100 basis point increase in near-term interest rates would increase annual interest expense on variable rate debt by approximately $24 million[139] - The company aims to maintain an investment-grade credit profile, with long-term credit ratings of A from Fitch, A3 from Moody's, and BBB+ from S&P as of December 31, 2025[125] - Supply chain financing programs are in place to improve liquidity and working capital efficiency, with no significant impact anticipated on liquidity[130]