PH
Parker HannifinNYSEIndustrialsSpecialty Industrial MachinerySnapshot 2026-05-08
As of May 8, 2026, PH has a composite score of 18.7, categorized as "mild favorable." This score is influenced by a medium confidence level of 73.1 and reflects strengths in quality (74.5) and management (55.8), while facing challenges in sector performance (16.7) and macroeconomic factors. The analysis is provisional.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)0.06
- Bonus0.00
Why this rank
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $8.31 → $8.26 (-0.6% / 30d). 7 raised, 9 cut, 22 covering analysts.
0 upgrades, 0 downgrades / 30d, 3 maintained. 74% of analysts rate Buy.
3 PT revisions / 30d. Avg target 16.0% above current price.
0 positive, 0 negative / 30d.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
5 material events in the last 24 months — top 5 listed below.
Stated priorities
3 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Increase sales growthgrowthmixed65% progress
4/30: “The company expects: Reported sales growth of 7%.”
Why this status
Stated in 3 of last 3 quarters. Revenue grew from $4903984000.0 in 2025-Q1 to $5174000000.0 in 2026-Q2, indicating progress towards the 7% sales growth target. The trajectory is delivering on the stated priority.
- 2.Achieve mid-teens EPS growthgrowthmixed65% progress
4/30: “We are raising our outlook and now expect mid-teens adjusted EPS growth for the year.”
Why this status
Stated in 3 of last 3 quarters. EPS increased from 5.34 in 2025-Q1 to 6.6 in 2026-Q2, supporting the mid-teens growth target. The trajectory is delivering on the EPS growth priority.
- 3.Improve operating margincostmixed32% progressprovisional
1/29: “Segment operating margin outlook has been increased to the range of 23.7% to 24.1%.”
Why this status
Stated in 3 of last 3 quarters. Despite the stated priority to improve operating margins, the financials do not provide specific margin data for recent quarters, indicating limited visibility into progress. The trajectory remains unclear without precise margin figures.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 37%; 252d 25%.
Drawdown — Max 1y −16%. Bad day move −2%.
Beta to sector ETF (XLI) — 1.15 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 59/100, drawdown 68/100, beta 86/100, earnings vol —.
via XLI
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Increase sales growth
GrowthNew since 2026-05-04Focus on achieving a reported sales growth of 7% for the fiscal year.
On track →MixedStated in 3 of last 3 quarters. Revenue grew from $4903984000.0 in 2025-Q1 to $5174000000.0 in 2026-Q2, indicating progress towards the 7% sales growth target. The trajectory is delivering on the stated priority.
65%CEO/CFO:“The company expects: Reported sales growth of 7%.”Multiple sourcesSource dated 2026-04-30Stated 3 of last 8 quartersFirst seen 2026-05-04Show history (3)
- 2026-Q2Multiple sources
“The company expects: Reported sales growth of 7%.”
- 2026-Q1Multiple sources
“Total sales growth has been increased to the range of 4.0% to 7.0%.”
- 2025-Q4Multiple sources
“Sales growth in fiscal 2026 of 2% to 5%.”
- #2
Achieve mid-teens EPS growth
GrowthNew since 2026-05-04Target mid-teens adjusted EPS growth for the fiscal year.
On track →MixedStated in 3 of last 3 quarters. EPS increased from 5.34 in 2025-Q1 to 6.6 in 2026-Q2, supporting the mid-teens growth target. The trajectory is delivering on the EPS growth priority.
65%CEO/CFO:“We are raising our outlook and now expect mid-teens adjusted EPS growth for the year.”Multiple sourcesSource dated 2026-04-30Stated 3 of last 8 quartersFirst seen 2026-05-04Show history (3)
- 2026-Q2Multiple sources
“We are raising our outlook and now expect mid-teens adjusted EPS growth for the year.”
- 2026-Q1Multiple sources
“EPS guidance has been increased to the range of $30.40 to $31.00.”
- 2025-Q4Multiple sources
“EPS of $24.68 to $25.68, or $28.40 to $29.40 on an adjusted basis.”
- #3
Improve operating margin
CostNew since 2026-05-04Enhance segment operating margin to the range of 23.7% to 24.1%.
Behind →MixedStated in 3 of last 3 quarters. Despite the stated priority to improve operating margins, the financials do not provide specific margin data for recent quarters, indicating limited visibility into progress. The trajectory remains unclear without precise margin figures.
32%CEO/CFO:“Segment operating margin outlook has been increased to the range of 23.7% to 24.1%.”Multiple sourcesSource dated 2026-01-29Stated 3 of last 8 quartersFirst seen 2026-05-04provisionalShow history (3)
- 2026-Q2Multiple sources
“Segment operating margin outlook has been increased to the range of 23.7% to 24.1%.”
- 2026-Q1Multiple sources
“Segment operating margin outlook has been increased to the range of 23.6% to 24.0%.”
- 2025-Q4Multiple sources
“Total segment operating margin of 23.3% to 23.7%.”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Looks more expensive than peers.
Self-history needs ~20 months of data.
P/E over the last 5 years
0 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
PH Parker Hannifin | +19 | full | moderate |
CAT Caterpillar Inc. | +13 | expensive | moderate |
GE GE Aerospace | +11 | expensive | moderate |
GEV GE Vernova | +10 | full | moderate |
RTX RTX Corporation | +20 | fair | moderate |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If industrials sector trend rises from +0.05 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is cut (currently RAISED as of 2026-04-30)-16 pts
- If industrials sector trend falls from +0.05 into 'weakening' (<= -0.20)-5.0 pts
- If growth state reverses from +0.25 (positive) to -0.25 (negative)-4.0 pts
- If labor state reverses from -0.31 (negative) to +0.31 (positive)-3.7 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-04-308d agoItem 2.02
Results of Operations and Financial Condition On April 30, 2026, Parker-Hannifin Corporation issued a press release announcing results of operations for the quarter ended March 31, 2026. A copy of the press release is furnished as Exhibit 99.1 to this report.
earnings preannouncementneutralscore 54 - 2026-03-171mo agoItem 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On March 13, 2026, Kevin A. Lobo notified Parker-Hannifin Corporation (the “Company”) that he will not stand for reelection to the Company’s Board of Directors at the Company’s 2026 Annual Meeting of Shareholders. Mr. Lobo has served as a Director of the Company since 2013. He noted that his decision not to stand for reelection is a result of his e…
executive changeneutralscore 17 - 2026-01-293mo agoItem 2.02
Results of Operations and Financial Condition On January 29, 2026, Parker-Hannifin Corporation issued a press release announcing results of operations for the quarter ended December 31, 2025. A copy of the press release is furnished as Exhibit 99.1 to this report.
earnings preannouncementneutralscore 7 - 2025-12-104mo agoItem 1.01
Entry into a Material Definitive Agreement. On December 10, 2025, Parker-Hannifin Corporation (the “ Company ”) entered into (i) a 364-Day Term Loan Agreement (the “ 364-Day Credit Agreement ”) with Barclays Bank PLC, as administrative agent, and various financial institutions named therein as lenders, which 364-Day Credit Agreement provides for a delayed draw term loan facility in the aggregate principal amount of $5.25 billion (the “ 364-Day Credit Facility ”) and (ii) a Three-Year Term Loa…
capital allocationneutralscore 2 - 2025-12-104mo agoItem 2.03
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The description of the Credit Agreements set forth in
capital allocationnegativescore 2
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.