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 ...

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 Insights - Dividends significantly enhance total returns for investors, contributing an average of 34% to the S&P 500's total returns from 1940 to 2024 [1] - Companies that consistently increase dividends tend to outperform those that do not, with reinvested dividends accounting for 85% of the S&P 500's total returns from 1960 to 2023 [2] Group 1: Dividend Growth and Investment Strategy - High-yield stocks are not always the best investment; companies with sustainable business models and steady cash flows can provide better long-term returns even with lower yields [4] - Building a portfolio of dividend growth stocks is a recommended strategy for becoming a dividend millionaire, with Dividend Kings being a prime focus [9] - Dividend Kings are companies that have raised dividends for at least 50 consecutive years, with 56 such companies currently available [9] Group 2: Examples of Successful Dividend Stocks - Home Depot exemplifies the power of dividend compounding, where a $10,000 investment in 1990 grew to $1 million by 2015 through reinvested dividends [6] - Parker-Hannifin, a Dividend King with 69 consecutive years of dividend increases, has seen its stock rise 3,800% since 2000, despite a low yield of 0.8% [11][12] Group 3: Investment Vehicles - The Vanguard Dividend Appreciation ETF tracks the S&P U.S. Dividend Growers Index, focusing on large-cap stocks that have increased dividends for at least 10 consecutive years, providing diversification with 338 stocks [13] - The ETF has an expense ratio of only 0.05% and has generated total returns exceeding 500% since its inception in 2006, with dividends playing a significant role in these returns [14][17]

Core Insights - Parker-Hannifin Corporation (NYSE: PH) is a leading manufacturer in motion and control technologies, providing precision-engineered solutions across various industries [1] - The stock has received a "Moderate Buy" rating from nineteen research firms, with an average one-year price target of approximately $875.65, indicating a generally optimistic outlook among analysts [2][6] - Citigroup increased its target price for PH from $831 to $874, while Deutsche Bank downgraded it from "buy" to "hold" with a price objective of $809, reflecting varied analyst opinions [3] - Currently, PH is priced at $870.91, experiencing a 1.42% decrease today, with significant volatility reflected in its yearly trading range [4][6] - Parker-Hannifin has a market capitalization of approximately $111.26 billion, indicating its substantial size and active investor interest with a trading volume of 280,643 shares [5][6]

Core Viewpoint - Parker-Hannifin is a Dividend King with a strong track record of dividend growth, significant backlog, and a strategic acquisition that positions it for continued success in the motion and control technologies industry [1][5][16]. Company Overview - Parker-Hannifin has raised its dividends for 69 consecutive years, making it one of the elite Dividend Kings [5]. - The stock has generated over 2,300% returns since 2000, with reinvested dividends totaling approximately 3,600% [6]. Industry Position - The company leads the motion and control technologies sector with annual sales projected at $19 billion for fiscal year 2025 [9]. - Aerospace and defense represent the largest market, contributing 35% of total revenue, with other significant markets including industrial equipment and energy [9][10]. Growth Drivers - Parker-Hannifin has a record backlog of $11 billion, with aerospace backlog reaching $7.4 billion, indicating strong future growth potential [12]. - The company is guiding for 4% to 7% sales growth in fiscal 2026, with organic sales in aerospace and defense expected to grow by nearly 9.5% [13]. Aftermarket Focus - The aftermarket segment, which includes sales of repair and replacement parts, generated 51% of total sales last fiscal year and is a key growth driver [14]. - The recent acquisition of Filtration Group for $9.25 billion will enhance Parker-Hannifin's aftermarket capabilities, as this segment accounts for 85% of Filtration Group's sales [15].

Core Insights - Parker-Hannifin Corporation has a market capitalization of $103.6 billion and operates in various sectors including aerospace, defense, and industrial markets [1] - The company's stock has outperformed the broader market, with a 17.6% increase over the past 52 weeks compared to the S&P 500's 12% [2] - Parker-Hannifin's shares surged 7.8% following the release of strong Q1 2026 results, including adjusted EPS of $7.22 and record sales of $5.08 billion [4] Financial Performance - For the fiscal year ending June 2026, analysts project an adjusted EPS growth of nearly 11% year-over-year to $30.33 [5] - The company has consistently exceeded consensus earnings estimates in the last four quarters, indicating a strong earnings surprise history [5] - Parker-Hannifin raised its full-year 2026 adjusted EPS guidance to a range of $29.60 - $30.40, reflecting increased confidence in its performance [4] Market Position - The Aerospace Systems segment showed significant performance with a 13.3% sales growth and a 30% adjusted margin [4] - The company's order rates increased by 8%, and its backlog reached a record $11.3 billion, indicating strong demand [4] - Among 22 analysts covering the stock, the consensus rating is a "Strong Buy," with 15 "Strong Buy" ratings, one "Moderate Buy," and six "Holds" [5] Analyst Ratings - Baird analyst Mircea Dobre raised Parker-Hannifin's price target to $960 and reiterated an "Outperform" rating [6] - The current analyst configuration is less bullish than three months ago, with a decrease from 17 "Strong Buy" ratings [5][6]

Core Viewpoint - Parker-Hannifin has agreed to acquire Filtration Group for $9.25 billion, enhancing its industrial portfolio with a significant filtration technologies manufacturer [1][2]. Group 1: Acquisition Details - The acquisition will be financed through a mix of new debt and cash reserves [2]. - The transaction is subject to regulatory approvals and is expected to close within six to twelve months [2]. Group 2: Filtration Group Overview - Filtration Group, a privately held affiliate of Madison Industries, specializes in filtration systems for industrial, automotive, and heating-and-cooling applications [3]. - Approximately 85% of Filtration Group's sales are derived from the aftermarket, providing consistent recurring revenue across various product lines [3]. Group 3: Financial Projections and Strategic Impact - Filtration Group is projected to achieve sales of around $2 billion by 2025 [4]. - The acquisition is part of Parker-Hannifin's strategy to invest in high-quality businesses that enhance portfolio transformation, accelerate sales growth, and improve profitability [4]. - This deal is expected to create one of the largest global industrial filtration businesses [4]. Group 4: Company Background - Parker-Hannifin, based in Cleveland, manufactures motion and control technologies with annual sales nearing $20 billion [5].

Core Insights - Madison Large Cap Fund underperformed in Q3 2025, decreasing by 2.2% compared to an 8.1% gain for the S&P 500 Index, primarily due to a market focus on short-term profits [1] - The fund's top five contributors included Parker-Hannifin Corporation, which reported strong results in its aerospace segment and company-wide margin improvements [3] Company Performance - Parker-Hannifin Corporation (NYSE:PH) achieved a one-month return of 14.14% and a 52-week gain of 20.21%, closing at $840.63 per share with a market capitalization of $106.076 billion on November 10, 2025 [2] - In the first quarter of fiscal 2026, Parker-Hannifin reported record sales of $5.1 billion, reflecting an organic growth of 5% [4] Investment Sentiment - Despite its strong performance, Parker-Hannifin is not among the 30 most popular stocks among hedge funds, with 51 hedge fund portfolios holding the stock at the end of Q2 2025, unchanged from the previous quarter [4] - There is a belief that certain AI stocks may offer greater upside potential and carry less downside risk compared to Parker-Hannifin [4]

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]