Insights Into Parker-Hannifin (PH) Q4: Wall Street Projections for Key Metrics

Core Viewpoint - Analysts forecast Parker-Hannifin (PH) to report quarterly earnings of $7.08 per share, reflecting a year-over-year increase of 4.6%, while revenues are expected to be $5.1 billion, showing a decrease of 1.6% compared to the previous year [1]. Earnings Projections - The consensus EPS estimate has been revised 0.1% lower over the last 30 days, indicating a collective reevaluation by analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue Estimates - Analysts estimate 'Net sales - Aerospace Systems' to be $1.64 billion, indicating a year-over-year increase of 7.1% [5]. - 'Net sales - Diversified Industrial - International' is projected at $1.41 billion, suggesting a decrease of 1.6% year over year [5]. - 'Net sales - Diversified Industrial - North America' is expected to reach $2.05 billion, reflecting an 8% decline compared to the previous year [5]. Key Metrics - The consensus estimate for 'Aerospace Systems - Change in Percentage - As Reported' is 7.4%, down from 19.2% in the same quarter last year [6]. - 'Net sales - Total Parker - Organic impact - YoY change' is estimated to be 0.5%, compared to 3.0% a year ago [6]. - 'Net sales - Aerospace Systems - Organic impact - YoY change' is projected at 7.5%, down from 19.1% in the previous year [7]. Operating Income - 'Adjusted Segment operating income - Diversified Industrial - North America' is expected to be $522.57 million, compared to $505.52 million last year [7]. - 'Adjusted Segment operating income - Aerospace Systems' is projected at $465.59 million, up from $332.04 million in the same quarter last year [8]. - 'Adjusted Segment operating income - Diversified Industrial - International' is estimated to reach $347.26 million, compared to $311.56 million a year ago [8]. Stock Performance - Over the past month, Parker-Hannifin shares have recorded a return of -1%, while the Zacks S&P 500 composite has changed by +0.6% [8].