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Parker-Hannifin Corp

Parker-Hannifin Corp

PH
$953.21USD↓-0.54%-5.13 today

MARKET CAP

120.2B

P/E (TTM)

31.2x

FWD P/E

27.3x

DAY RANGE

$934 – $972

52W RANGE

$692
$1,035

AI Summary

Stalk
Buy NowMedium

PH remains in a Stage 2 advancing phase within a broader uptrend, with demand dominance visible through higher highs and higher lows and price consolidating just above rising EMAs. No exhaustion signals are visible, and both medium- and short-term biases are bullish with timing favorable, supporting immediate buying near current levels.

  • ↑Record Q3 sales of $5.5B, 6.5% organic growth, EPS up 18% to $8.17.
  • ↑Aerospace backlog at $12.5B; FY26 organic growth guide raised to 12%.
  • ↓P/E at 35.1x vs. 28.2x industry and 31.4x peers signals overvaluation.
Full analysis →

The case for & against

Bull & Bear analysis

Bearish

Parker-Hannifin Corporation (NYSE: PH) is a global leader in motion and control technologies, prominently positioned within various industrial segments including aerospace, defense, and industrial automation. With a strong emphasis on innovation and operational excellence, Parker-Hannifin is adapting to post-pandemic market demands while strategically expanding its portfolio through acquisitions and focused growth initiatives. The company is rapidly transitioning towards longer-cycle and aftermarket-heavy revenue streams, with a goal of 85% of its portfolio comprising these sources by 2029.

Bull says

  • ↑Record Q3 sales of $5.5B, 6.5% organic growth, EPS up 18% to $8.17.
  • ↑Aerospace backlog at $12.5B; FY26 organic growth guide raised to 12%.
  • ↑Dividends up 11% to $2, $825M share repurchases YTD, $2.6B operating cash flow.
  • ↑Filtration Group deal to deliver ~$220M synergies, expanding filtration unit.
  • ↑Strong balance sheet with high leverage capacity and robust profitability.
  • ↑Favorable aerospace/defense outlook supports shift to long-cycle aftermarket revenue.

Bear says

  • ↓P/E at 35.1x vs. 28.2x industry and 31.4x peers signals overvaluation.
  • ↓Negative earnings revisions point to downward EPS pressure.
  • ↓CapEx rising to ~2.5% of sales in FY26 may strain cash flow.
  • ↓Inflation, severe weather and geopolitical disruptions threaten margins.
  • ↓Heightened competition in aerospace/industrial segments could curb growth.
  • ↓Weak liquidity and high volatility raise financial flexibility concerns.

Investment themes with PH

High Beta↓ -0.12%

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Earnings Call · Q3 2026 · Mgmt. Guidance

Updated 05-01-2026bullish

Transcript signals

Bull points

  • Q3 was a quarter of record performance enabled by the strength of our portfolio. We achieved top quartile safety performance with a 12% reduction in our recordable incident rate. This was our safest quarter ever and puts us in line with our goal of being the safest industrial company in the world.
  • Our team delivered record Q3 sales of $5.5 billion, organic growth of 6.5%, and 40 basis points of margin expansion, resulting in 26.7% adjusted segment operating margin. Adjusted earnings per share grew 18%, and year-to-date cash flow from operations was $2.6 billion.
  • Orders came in at 9%, with a record backlog of $12.5 billion.
Read full transcript analysis ›