PARKER HANNIFIN CORPORATION Fiscal 2026 Second Quarter Earnings Presentation January 29, 2026 Forward-Looking Statements and Non-GAAP Financial Measures Forward-looking statements contained in this and other written and oral reports are made based on known events and circumstances at the time of release, and as such, are subject in the future to unforeseen uncertainties and risks. Often but not always, these statements may be identified from the use of forward-looking terminology such as "anticipates," "bel ...

Parker-Hannifin (PH) came out with quarterly earnings of $7.65 per share, beating the Zacks Consensus Estimate of $7.15 per share. This compares to earnings of $6.53 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +6.93%. A quarter ago, it was expected that this maker of motion and control products would post earnings of $6.67 per share when it actually produced earnings of $7.22, delivering a surprise of +8.25%.Over the last ...

Financial Performance - Record sales of $5.2 billion for the fiscal year ending June 30, 2026, representing a 9% increase year-over-year, with organic sales growth of 6.6%[3] - Adjusted earnings per share (EPS) increased by 17% to a record $7.65, while reported EPS decreased by 9% to $6.60 due to a one-time gain from divestitures in the prior year[3] - Adjusted net income rose by 15% to $980 million, while net income decreased by 11% to $845 million compared to the same quarter last year[3] - Total net income for Parker Hannifin Corporation was $845 million in Q4 2025, with diluted EPS of $6.60, compared to $949 million and $7.25 in Q4 2024[22] - Net income for the six months ended December 31, 2025, was $1,653 million, slightly up from $1,647 million in 2024, indicating a growth of 0.4%[26] Segment Performance - Segment operating margin improved to 23.9%, an increase of 180 basis points, with adjusted segment operating margin rising to 27.1%, an increase of 150 basis points[3] - Aerospace Systems Segment achieved record sales of $1.706 billion, a 14.5% increase, driven by 26% growth in commercial OEM and 17% in aftermarket[7] - International businesses reported sales of $1.482 billion, an 11.8% increase, with a segment operating margin of 23.5%, up 210 basis points[6] - Net sales for the Diversified Industrial Segment reached $3,468 million in Q4 2025, a 6.6% increase from $3,253 million in Q4 2024[20] - Adjusted segment operating income for the same segment was $889 million, up from $793 million year-over-year, reflecting a 12.1% increase[20] - Reported sales growth for the Aerospace segment was 11.8% in Q4 2025, with net sales of $1,482 million compared to $1,325 million in Q4 2024[20] - The adjusted segment operating margin for the Diversified Industrial Segment improved to 25.6% in Q4 2025 from 24.4% in Q4 2024[20] - The Aerospace segment's organic sales growth was 4.6% in Q4 2025, compared to 13.5% in Q4 2024[20] Guidance and Forecast - Guidance for fiscal year 2026 has been increased, with sales growth projected between 5.5% to 7.5% and adjusted EPS guidance raised to a range of $30.40 to $31.00[4] - The forecasted net sales growth for Fiscal Year 2026 is projected to be between 5.5% and 7.5%, with adjustments for currency and acquisitions reducing organic growth to 4.0% to 6.0%[27] - The forecasted segment operating margin for Fiscal Year 2026 is estimated to be between 23.7% and 24.1%, with adjusted margins expected to rise to 27.0% to 27.4% after accounting for various charges[28] - Forecasted earnings per diluted share for Fiscal Year 2026 are projected to be between $26.26 and $26.86, with adjusted earnings expected to range from $30.40 to $31.00 after considering specific adjustments[29] Cash Flow and Investments - Net cash provided by operating activities for the six months ended December 31, 2025, was $1,644 million, a decrease from $1,679 million in 2024[26] - Cash used in investing activities totaled $(1,146) million, significantly down from a net cash provided of $412 million in the previous year[26] - Payments for common shares amounted to $(667) million, compared to $(192) million in the prior year, indicating an increase in share repurchase activity[26] - The company reported a net decrease in cash and cash equivalents of $40 million, ending the period with $427 million in cash[26] - The company made acquisitions totaling $(1,013) million during the period, reflecting a strategic move towards growth through consolidation[26] - The effect of exchange rate changes on cash was a decrease of $(9) million, contributing to the overall cash flow dynamics[26] Orders and Backlog - Order rates increased by 9% across all reported businesses, with a record backlog of $11.7 billion[10] - Strong performance in Asia with 9% organic growth, and EMEA returning to positive growth at 2%[6]

Record Sales and Segment Operating Margin Drive Adjusted EPS GrowthCLEVELAND, Jan. 29, 2026 (GLOBE NEWSWIRE) -- Parker Hannifin Corporation (NYSE: PH), the global leader in motion and control technologies, today reported results for the quarter ended December 31, 2025, that included the following highlights (compared with the prior year period): Fiscal 2026 Second Quarter Highlights: Sales increased 9% to a record $5.2 billion; organic sales increased 6.6%Segment operating margin was 23.9%, an increase of 1 ...

Key Takeaways PH is set to report Q2 results with revenues expected to rise 6.3% and earnings projected to grow 9.5%.Parker-Hannifin's Aerospace Systems segment is poised to benefit from strong commercial and defense demand.PH's margins are expected to gain from its Win Strategy and the Curtis Instruments acquisition.Parker-Hannifin Corporation (PH) is slated to release second-quarter fiscal 2026 (ended December 2025) results on Jan. 29, before market open.The Zacks Consensus Estimate for revenues is pegged ...

Analysts on Wall Street project that Parker-Hannifin (PH) will announce quarterly earnings of $7.15 per share in its forthcoming report, representing an increase of 9.5% year over year. Revenues are projected to reach $5.04 billion, increasing 6.3% from the same quarter last year.The consensus EPS estimate for the quarter has undergone an upward revision of 0.6% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimat ...

Core Viewpoint - Parker-Hannifin Corporation had a strong performance in 2025, with shares increasing by 38.2%, making it an attractive investment opportunity for industrial investors during pullbacks [1]. Financial Performance - The aerospace segment, which is the largest for Parker-Hannifin, experienced significant growth, contributing to margin expansion and multiple earnings beats [2]. - In fiscal 2025, the aerospace division grew by 13% and expanded operating margins by 300 basis points, offsetting a 3% decline in the general industrial segment [4]. - The first fiscal quarter of 2025 saw revenue growth accelerate to 3.7%, or 5% when accounting for divestitures, with adjusted earnings per share increasing by 16% [5]. Acquisitions and Strategy - Parker-Hannifin made two notable acquisitions in 2025: Curtis Instruments for $1 billion and Filtration Group for $9.25 billion, enhancing its presence in the electric vehicle and industrial filtration markets [6]. - The successful integration of Meggitt PLC, acquired for approximately $7.3 billion, contributed to the company's strong performance and cost synergies [4]. Market Position and Valuation - Parker-Hannifin is recognized as a high-performing company with a "Win 3.0" business excellence strategy, which has proven effective in a challenging macroeconomic environment [7]. - Currently, shares are trading at 33 times earnings, which is at the high end of the valuation range for the past decade, indicating that while the company may be fairly valued to over-valued, it remains a high-quality investment option [8].

Parker-Hannifin Corporation (NYSE:PH) is included among the 13 Best Dividend Kings to Buy in 2026. Stifel Keeps Parker-Hannifin (PH) at Hold as Distributor Survey Points to Softer Trends On January 16, Stifel analyst Nathan Jones reiterated a Hold rating on Parker-Hannifin Corporation (NYSE:PH) and kept his price target at $869. The call followed a distributor survey covering 38 North American distributors, representing roughly 11% of Parker’s regional revenue. According to the analyst, feedback from the ...

CLEVELAND, Jan. 15, 2026 (GLOBE NEWSWIRE) -- Parker Hannifin Corporation (NYSE: PH), the global leader in motion and control technologies, today announced that it will release its fiscal 2026 second quarter earnings before the market opens on Thursday, January 29, 2026, followed by a conference call at 11:00 a.m., Eastern time. During the call, the company will discuss fiscal 2026 second quarter results and respond to questions from institutional investors and security analysts. The conference call will be ...

Core Viewpoint - Parker-Hannifin Corporation is a leader in the motion and control technology industry, known for its innovative products and solutions across various sectors [1] Group 1: Stock Performance and Analyst Ratings - Morgan Stanley maintains a "Positive" grade for Parker-Hannifin, raising the price target from $725 to $945, indicating confidence in the company's future performance [2][6] - The current stock price of Parker-Hannifin is $930.40, with a market capitalization of approximately $118.86 billion [5][6] - The stock has experienced a decrease of $7.95, or about 0.85%, with a trading volume of 36,151 shares [5] Group 2: Earnings Performance - Parker-Hannifin has consistently outperformed earnings estimates, with an average earnings surprise of 8.43% over the last two quarters [3][6] - In the most recent quarter, the company reported earnings of $7.22 per share, exceeding the expected $6.67, resulting in an 8.25% surprise [3] - In the previous quarter, Parker-Hannifin delivered $7.69 per share, surpassing the consensus estimate of $7.08, leading to an 8.62% surprise [4]