Parker Hannifin (PH)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-09-04
$962.59-0.20%
Close 2026-09-04 · 1-day change
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-09-04
QuarterlyIQ Insights · PH
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-09-04.
The screen ranks PH against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 67% of the time over the next year (vs 52% for the rest of the cohort, n=6958).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to drive adjusted earnings per share growth at mid-teens percentage levels through operational excellence and portfolio transformation.
Stated as a priority in 4 of last 4 quarters. Adjusted EPS grew from $27.33 in fiscal 2025-Q4 to a record $32.31 in fiscal 2026-Q4, an 18% increase. The company raised fiscal 2027 adjusted EPS guidance to $34.25-$35.25. Management is delivering on mid-teens adjusted EPS growth guidance.
“We are raising our outlook and now expect mid-teens adjusted EPS growth for the year.”
“We are raising our outlook and now expect mid-teens adjusted EPS growth for the year.”
“We are raising our outlook and now expect mid-teens adjusted EPS growth for the year.”
“We are raising our outlook and now expect mid-teens adjusted EPS growth for the year.”
Drive reported and organic sales growth through portfolio transformation and market expansion, targeting 4-6% organic growth by fiscal 2031.
Stated as a priority in 4 of last 4 quarters. Reported sales increased from $19.85B in fiscal 2025 to $21.5B in fiscal 2026, with organic growth of 6.6%. Fiscal 2027 revenue growth guidance is 5.5% to 8.5%. Management is delivering and maintaining focus on organic sales growth.
Continue to improve segment operating margins through operational excellence and portfolio transformation, targeting 30% adjusted segment operating margin by fiscal 2031.
Stated as a priority in 4 of last 4 quarters. Segment operating margin improved from 23.0% in fiscal 2025 to 24.5% in fiscal 2026, with adjusted margin at 27.3%. Fiscal 2027 guidance targets 24.5% to 24.9%. Management is delivering margin expansion and raising long-term margin targets.
“We are raising our adjusted segment operating margin target by 300 basis points to 30% by fiscal 2031.”
Grow the aerospace systems segment through increased sales, backlog, and order rates to capitalize on long-cycle, resilient markets.
Stated as a priority in 4 of last 4 quarters. Aerospace systems sales grew from $6.185B in fiscal 2025 to $7.061B in fiscal 2026. Backlog reached a record $8.5B, and order rates increased from 12% to 18% year-over-year in Q4. Management is delivering growth and backlog expansion in aerospace.
Maintain balanced capital deployment through dividend increases and share repurchases to return value to shareholders.
Stated as a priority in 4 of last 4 quarters. The company returned nearly $2 billion to shareholders in fiscal 2026 through dividends and share repurchases. The annual dividend increased from $1.80 to $2.00 per share, an 11% increase. Management is delivering consistent capital return.
Over the trailing year it converted 1.17x of net income into operating cash flow. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 53% for the rest of the cohort, n=6654).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
9 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated neutral grew net income 58% of the time over the next year (vs 56% for the rest of the cohort, n=3431).
Not investment advice. As of 2026-09-04.
“We remain committed to achieving 4 to 6% organic growth by fiscal 2031.”
“We remain committed to achieving 4 to 6% organic growth by fiscal 2031.”
“We remain committed to achieving 4 to 6% organic growth by fiscal 2031.”
“We remain committed to achieving 4 to 6% organic growth by fiscal 2031.”
“We are raising our adjusted segment operating margin target by 300 basis points to 30% by fiscal 2031.”
“We are raising our adjusted segment operating margin target by 300 basis points to 30% by fiscal 2031.”
“We are raising our adjusted segment operating margin target by 300 basis points to 30% by fiscal 2031.”
“Aerospace backlog increased to a record $8.5 billion; aerospace sales grew 13.4% in Q4.”
“Aerospace backlog increased to a record $8.5 billion; aerospace sales grew 13.4% in Q4.”
“Aerospace backlog increased to a record $8.5 billion; aerospace sales grew 13.4% in Q4.”
“Aerospace backlog increased to a record $8.5 billion; aerospace sales grew 13.4% in Q4.”
“Returned nearly $2 billion to shareholders through share repurchases and dividends; increased annual dividend 11%.”
“Returned nearly $2 billion to shareholders through share repurchases and dividends; increased annual dividend 11%.”
“Returned nearly $2 billion to shareholders through share repurchases and dividends; increased annual dividend 11%.”
“Returned nearly $2 billion to shareholders through share repurchases and dividends; increased annual dividend 11%.”