Core Insights - Parker-Hannifin's shares increased by 7.6% following the release of third-quarter results that exceeded Wall Street expectations and an upward revision of its full-year financial outlook [1] - The company reported sales of $5.08 billion, surpassing analyst forecasts, with organic sales growing by 5% year on year [1] - Adjusted earnings per share (EPS) reached $7.22, a 16% increase from the previous year, prompting the company to raise its full-year adjusted EPS guidance to a midpoint of $30 [1] Market Reaction - The stock's movement indicates that the market views the news as significant, despite the overall low volatility of Parker-Hannifin's shares, which have only seen five moves greater than 5% in the past year [3] - The previous notable stock movement occurred nine months ago when the stock rose by 6.2% after strong fourth-quarter results, highlighting the company's focus on balancing growth and profits [4] Performance Metrics - Since the beginning of the year, Parker-Hannifin's stock has risen by 33.4%, reaching a new 52-week high of $839.51 per share [5] - An investment of $1,000 in Parker-Hannifin's shares five years ago would now be valued at $3,534, indicating strong long-term performance [5]

Financial Performance - Q1 FY26 - Sales reached $5.1 billion, with organic growth of 5%[6,7] - Adjusted Earnings Per Share (EPS) hit a record $7.22[7] - Cash from Operating Activities reached a record $782 million[7] - Adjusted Segment Operating Margin was 27.4%, an increase of 170 bps year-over-year[6,21] - Adjusted EBITDA Margin was 27.3%, an increase of 240 bps year-over-year[6,21] - Free Cash Flow was $693 million, a 7% increase[6,28] FY26 Guidance Update - Organic Sales Growth guidance increased from 3% to 4%[32] - Reported Sales Growth guidance updated to 4%-7%[33] - Adjusted EPS guidance raised to $29.60-$30.40[33] - Free Cash Flow guidance updated to $3.1 billion - $3.5 billion[33] Segment Performance - Q1 FY26 - North America Businesses sales were $2.044 billion with 2% organic growth and adjusted segment operating margin of 27%[25] - International Businesses sales were $1.399 billion with 1% organic growth and adjusted segment operating margin of 25%[25] - Aerospace Systems sales were $1.641 billion with 13% organic growth and adjusted segment operating margin of 30%[25]

Core Insights - Parker-Hannifin reported quarterly earnings of $7.22 per share, exceeding the Zacks Consensus Estimate of $6.67 per share, and up from $6.2 per share a year ago, representing an earnings surprise of +8.25% [1] - The company achieved revenues of $5.08 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.93% and increasing from $4.9 billion year-over-year [2] - Parker-Hannifin's shares have increased by approximately 21.7% since the beginning of the year, outperforming the S&P 500's gain of 15.6% [3] Earnings Outlook - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the next quarter is $6.77 on revenues of $4.91 billion, while for the current fiscal year, the estimate is $29.12 on revenues of $20.62 billion [7] Industry Context - The Manufacturing - General Industrial industry, to which Parker-Hannifin belongs, is currently ranked in the bottom 37% of over 250 Zacks industries, indicating potential challenges ahead [8] - Historical data suggests that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than a factor of 2 to 1, highlighting the importance of industry performance on individual stock outcomes [8]

Core Insights - Parker-Hannifin reported $5.08 billion in revenue for the quarter ended September 2025, marking a year-over-year increase of 3.7% and an EPS of $7.22 compared to $6.20 a year ago, exceeding Zacks Consensus Estimates [1] Financial Performance - Revenue surprise of +2.93% over the Zacks Consensus Estimate of $4.94 billion [1] - EPS surprise of +8.25% compared to the consensus estimate of $6.67 [1] Segment Performance - Aerospace Systems reported a year-over-year change of +13.3%, outperforming the three-analyst average estimate of 8.1% [3] - Diversified Industrial - North America showed a year-over-year change of -2.7%, better than the -6% average estimate [3] - Diversified Industrial - International reported a year-over-year change of +3.2%, exceeding the three-analyst average estimate of 2.1% [3] Net Sales Analysis - Aerospace Systems net sales were $1.64 billion, surpassing the $1.57 billion average estimate and reflecting a +13.3% year-over-year change [3] - Diversified Industrial - International net sales reached $1.4 billion, slightly above the $1.39 billion estimate, with a +3.2% year-over-year change [3] - Diversified Industrial - North America net sales were $2.04 billion, compared to the estimated $1.97 billion, showing a -2.7% year-over-year change [3] Operating Income - Adjusted Segment operating income for Diversified Industrial - North America was $552 million, exceeding the estimated $505.54 million [3]

Exhibit 99.1 Outlook Guidance for the fiscal year ending June 30, 2026 has been increased and now includes the Curtis acquisition: • Sales were a record $5.1 billion; organic sales growth was 5% • Net income was $808 million, an increase of 16%, or $927 million adjusted, an increase of 14% • EPS were $6.29, an increase of 18%, or a record $7.22 adjusted, an increase of 16% • Segment operating margin was 24.2%, an increase of 160 bps, or 27.4% adjusted, an increase of 170 bps • Cash flow from operations was ...

Core Insights - Parker Hannifin Corporation reported record sales and earnings for the first quarter of fiscal 2026, driven by strong demand in aerospace and industrial sectors, with organic sales growth of 5% [2][5][6] - The company achieved a net income of $808 million, reflecting a 16% increase year-over-year, and an adjusted earnings per share (EPS) of $7.22, up 16% [5][25] - The outlook for fiscal year 2026 has been raised, with total sales growth projected between 4.0% to 7.0% and adjusted EPS guidance increased to a range of $29.60 to $30.40 [6][32] Financial Performance - Total sales reached $5.1 billion, a 3.7% increase from the previous year, with a segment operating margin of 24.2%, up 160 basis points [5][20] - Cash flow from operations was reported at $782 million, representing 15.4% of sales [5][29] - The company repurchased $475 million of shares during the quarter [5] Segment Results - **Diversified Industrial Segment**: Sales were $3.4 billion, a slight decrease of 2.7% year-over-year, but with an adjusted segment operating margin of 27.0%, an increase of 170 basis points [3][21] - **Aerospace Systems Segment**: Sales increased by 13.3% to $1.6 billion, with a segment operating margin of 25.0%, up 270 basis points [9][21] Order Rates and Backlog - Order rates increased by 3% in the Diversified Industrial Segment and 15% in the Aerospace Systems Segment, contributing to a total company backlog of $11.3 billion [10][17] Geographic Performance - Organic growth varied by region, with a notable 6% growth in the Asia-Pacific region, while EMEA experienced a decline of 3% [8][24] Future Guidance - The company has increased its guidance for segment operating margin to a range of 23.6% to 24.0%, with adjusted margins projected between 26.8% to 27.2% [6][31] - The forecasted net sales growth is adjusted to 2.5% to 5.5% after accounting for currency and acquisitions [30]

Key Takeaways Aerospace Systems expected to post 8.4% growth, led by robust commercial, defense and aftermarket demand.Diversified North America likely offset by off-highway weakness and International sees growth on electronics.Margin performance likely supported by the Win Strategy's focus on efficiency and capital discipline.Parker-Hannifin Corporation (PH) is slated to release first-quarter fiscal 2026 (ended September 2025) results on Nov. 6, before market open.The Zacks Consensus Estimate for revenues ...

Core Viewpoint - Parker Hannifin Corporation will release its fiscal 2026 first quarter earnings on November 6, 2025, and will hold a conference call to discuss the results and answer questions from investors and analysts [1]. Company Overview - Parker Hannifin is a Fortune 250 global leader in motion and control technologies, with a history of over a century in enabling engineering breakthroughs [2]. - The company has increased its annual dividend per share for 69 consecutive fiscal years, ranking among the top five longest-running dividend-increase records in the S&P 500 index [2]. Contact Information - Media inquiries can be directed to Aidan Gormley, Director of Global Communications and Branding, at 216-896-3258 or aidan.gormley@parker.com [3]. - Financial analysts can contact Jeff Miller, Vice President of Investor Relations, at 216-896-2708 or jeffrey.miller@parker.com [3].

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Dhierin runs the investing group The Aerospace Forum , whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with si ...

Core Insights - The copper market is experiencing significant volatility due to tariff disputes, leading to increased competition among buyers for the metal [1] Group 1: Market Dynamics - The scramble among buyers highlights the competitive landscape in the copper market as tariffs impact supply and demand [1] - Tariff-related challenges have intensified the urgency for companies to secure copper, a critical raw material for various industries [1]