Parker Hannifin (PH)
NYSEIndustrialsSpecialty Industrial MachinerySnapshot 2026-07-07
$957.51-1.43%
Close 2026-07-07 · 1-day change
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Track PH free→Parker Hannifin grows sales about 11% yearly and EPS by mid-teens. Profit margins are improving, near 23.4%. The company raised EPS guidance to about $29.15 for next quarter. Free cash flow and quality remain stable.
Insider selling signals caution. Profit margin progress is slow, only 20 bps increase. The sector faces headwinds and guidance is soft. Valuation is stretched at 31x PE.
The price is about 23% above our fair value near $784 and 26% below the Street median. Analysts expect 8% revenue growth, slightly below recent 11% growth. We see some risk in margin improvement and sector headwinds.
Breaks if: EPS growth falls below mid-teens in FY26
Parker Hannifin aims to achieve mid-teens adjusted EPS growth for the fiscal year.
Stated in 3 of last 3 quarters. Adjusted EPS increased 18% to a record $8.17 in 2026-Q3, indicating progress towards the mid-teens growth target. The trajectory is delivering as expected.
Breaks if: Operating margin falls below 23.4% in FY26
Parker Hannifin aims to improve its segment operating margin, targeting 23.9% for the fiscal year.
Stated in 3 of last 3 quarters. Segment operating margin was 23.4% in 2026-Q3, an increase of 20 bps, indicating limited progress towards the 23.9% target. The trajectory shows some improvement.
Breaks if: YoY revenue growth falls below 7% in FY26
Parker Hannifin is focused on increasing sales growth, targeting a 7% reported sales growth for the fiscal year.
Stated in 3 of last 3 quarters. Sales increased 11% to a record $5.5 billion in 2026-Q3, supporting the 7% growth target. The trajectory is delivering as expected.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“CEO: '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.”
“Achieve mid-teens EPS growth.”
“Segment operating margin of 23.9%, or 27.2% on an adjusted basis.”
“Segment operating margin outlook has been increased.”
“Improve operating margin.”
“The company expects: 'Reported sales growth of 7%.'”
“Outlook Guidance for the fiscal year ending June 30, 2026 has been increased.”
“Increase sales growth.”