Buy Or Sell Opportunity • Jul 09
Now 22% overvalued The stock has been flat over the last 90 days, currently trading at €836. The fair value is estimated to be €685, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 9.4% per annum over the same time period. Announcement • Jun 29
Parker-Hannifin Corporation(NYSE:PH) dropped from Russell 1000 Dynamic Index Parker-Hannifin Corporation(NYSE:PH) dropped from Russell 1000 Dynamic Index Buy Or Sell Opportunity • Jun 04
Now 20% overvalued Over the last 90 days, the stock has fallen 7.2% to €745. The fair value is estimated to be €619, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 9.1% per annum over the same time period. Buy Or Sell Opportunity • May 07
Now 26% overvalued after recent price rise Over the last 90 days, the stock has risen 2.0% to €849. The fair value is estimated to be €673, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 9.1% per annum over the same time period. Announcement • May 02
Parker-Hannifin Corporation Revises Earnings Guidance for the Fiscal Year Ending June 30, 2026 Parker-Hannifin Corporation revised earnings guidance for the fiscal year ending June 30, 2026. The company expects reported sales growth of 7%. Forecasted earnings per diluted share to be ~$27.10. Reported Earnings • May 02
Third quarter 2026 earnings released: EPS: US$7.16 (vs US$7.48 in 3Q 2025) Third quarter 2026 results: EPS: US$7.16 (down from US$7.48 in 3Q 2025). Revenue: US$5.49b (up 11% from 3Q 2025). Net income: US$904.0m (down 5.9% from 3Q 2025). Profit margin: 17% (down from 19% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Machinery industry in Italy. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth. Declared Dividend • Apr 29
Second quarter dividend of US$2.00 announced Shareholders will receive a dividend of US$2.00. Ex-date: 7th May 2026 Payment date: 5th June 2026 Dividend yield will be 0.8%, which is lower than the industry average of 1.1%. Payout Ratios Payout ratio: 25%. Cash payout ratio: 30%. Announcement • Apr 24
Parker-Hannifin Corporation Declares Quarterly Cash Dividend, Payable on June 5, 2026 Parker Hannifin Corporation announced that its Board of Directors has declared a quarterly cash dividend of $2.00 per share of common stock to shareholders of record as of May 8, 2026. The dividend is payable June 5, 2026. The dividend represents an 11% increase over the previous quarterly cash dividend of $1.80 per common share and will be the 304 consecutive quarterly dividend paid by the company. Announcement • Apr 15
Parker-Hannifin Corporation to Report Q3, 2026 Results on Apr 30, 2026 Parker-Hannifin Corporation announced that they will report Q3, 2026 results Pre-Market on Apr 30, 2026 Buy Or Sell Opportunity • Apr 08
Now 23% overvalued after recent price rise Over the last 90 days, the stock has risen 6.4% to €828. The fair value is estimated to be €675, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.7% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 8.2% per annum over the same time period. Buy Or Sell Opportunity • Mar 18
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 6.5% to €792. The fair value is estimated to be €651, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.7% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 8.2% per annum over the same time period. Reported Earnings • Jan 30
Second quarter 2026 earnings released: EPS: US$6.70 (vs US$7.37 in 2Q 2025) Second quarter 2026 results: EPS: US$6.70 (down from US$7.37 in 2Q 2025). Revenue: US$5.17b (up 9.1% from 2Q 2025). Net income: US$845.0m (down 11% from 2Q 2025). Profit margin: 16% (down from 20% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Machinery industry in Italy. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • Jan 29
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 18% to €796. The fair value is estimated to be €650, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 5.6% per annum over the same time period. Announcement • Jan 29
Parker-Hannifin Corporation Revises Earnings Guidance for the Fiscal Year Ending June 30, 2026 Parker-Hannifin Corporation Revised earnings guidance for the fiscal year ending June 30, 2026. For the year, reported sales growth has been increased to the range of 5.5% to 7.5%. Organic sales growth of approximately 5% at the midpoint, acquisitions of approximately 1%, previously completed divestitures of approximately 1%, and favorable currency of 1.5%. Segment operating margin outlook has been increased to the range of 23.7% to 24.1%, or 27.0% to 27.4% on an adjusted basis. EPS guidance has been increased to the range of $26.26 to $26.86, or $30.40 to $31.00 on an adjusted basis. Announcement • Jan 23
Parker-Hannifin Corporation Declares Quarterly Cash Dividend, Payable on March 6, 2026 Parker Hannifin Corporation announced that its Board of Directors has declared a regular quarterly cash dividend of $1.80 per share of common stock to shareholders of record as of February 6, 2026. The dividend is payable March 6, 2026. Announcement • Jan 16
Parker-Hannifin Corporation to Report Q2, 2026 Results on Jan 29, 2026 Parker-Hannifin Corporation announced that they will report Q2, 2026 results Pre-Market on Jan 29, 2026 Recent Insider Transactions • Nov 15
Insider recently sold €1.7m worth of stock On the 12th of November, Berend Bracht sold around 2k shares on-market at roughly €746 per share. This transaction amounted to 97% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.4m. Insiders have been net sellers, collectively disposing of €15m more than they bought in the last 12 months. Announcement • Nov 12
Parker-Hannifin Corporation (NYSE:PH) entered into a definitive agreement to acquire Filtration Group Corporation from Madison Capital Partners Corporation for $9.3 billion. Parker-Hannifin Corporation (NYSE:PH) entered into a definitive agreement to acquire Filtration Group Corporation from Madison Capital Partners Corporation for $9.3 billion on November 11, 2025. The consideration of $9.25 billion is on a cash-free, debt-free basis. The purchase price is expected to be financed with new debt and cash on hand. As a part of acquisition, Filtration Group’s Facet business will not join Parker and will remain with Madison Industries.
The transaction is subject to customary closing conditions, including receipt of applicable regulatory approvals, and is expected to close within six to twelve months. The transaction is expected to be accretive to Parker’s organic growth, synergized EBITDA margin, adjusted EPS, and cash flow, and to achieve a high single-digit cash ROIC by year five.
Barclays Inc. acted as financial advisor for Parker-Hannifin Corporation. Jared P. Hasson and Patrick J. Leddy of Jones Day and Eversheds Sutherland acted as legal advisor for Parker-Hannifin Corporation. Lincoln International LLC acted as financial advisor for Filtration Group Corporation. Catherine Kordestani, Keith Feigenbaum, Holly E. Snow, Ziemowit T. Smulkowski, Michael F. Murray, Keith Schomig, Jade-Alexandra Fearns and Brian F. Richards of Paul Hastings LLP acted as legal advisor for Filtration Group Corporation. Reported Earnings • Nov 07
First quarter 2026 earnings released: EPS: US$6.39 (vs US$5.43 in 1Q 2025) First quarter 2026 results: EPS: US$6.39 (up from US$5.43 in 1Q 2025). Revenue: US$5.08b (up 3.7% from 1Q 2025). Net income: US$808.0m (up 16% from 1Q 2025). Profit margin: 16% (up from 14% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Machinery industry in Italy. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 34% per year. Buy Or Sell Opportunity • Nov 06
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 8.3% to €676. The fair value is estimated to be €561, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 4.5% per annum over the same time period. Announcement • Nov 06
Parker-Hannifin Corporation Increases Earnings Guidance for the Fiscal Year Ending June 30, 2026 Parker-Hannifin Corporation increased earnings guidance for the fiscal year ending June 30, 2026. For the year, Total sales growth has been increased to the range of 4.0% to 7.0%. Organic sales growth of approximately 4% at the midpoint; acquisitions of approximately 1%, previously completed divestitures of approximately 1%, and favorable currency of 1.5%. EPS guidance has been increased to the range of $25.53 to $26.33, or $29.60 to $30.40 on an adjusted basis. Announcement • Oct 23
Parker-Hannifin Corporation Declares Quarterly Cash Dividend, Payable on December 5, 2025 Parker-Hannifin Corporation announced that its Board of Directors has declared a regular quarterly cash dividend of $1.80 per share of common stock to shareholders of record as of November 7, 2025. The dividend is payable on December 5, 2025. Announcement • Sep 22
Parker-Hannifin Corporation, Annual General Meeting, Oct 22, 2025 Parker-Hannifin Corporation, Annual General Meeting, Oct 22, 2025. Location: 6035 parkland boulevard, ohio 44124-4141, cleveland United States Announcement • Sep 18
Parker-Hannifin Corporation (NYSE:PH) completed the acquisition of Curtis Instruments, Inc. from Discovery Energy LLC. Parker-Hannifin Corporation (NYSE:PH) agreed to acquire Curtis Instruments, Inc. from Discovery Energy LLC for $1 billion on June 30, 2025. The transaction is subject to customary closing conditions, including receipt of applicable regulatory approvals. The transaction is expected to close by the end of calendar year 2025. Guggenheim Securities, LLC is serving as financial advisor and Jones Day and Eversheds Sutherland are acting legal advisor to Parker. BofA Securities, Inc. and Goldman Sachs & Co. LLC are serving as financial advisors and Matthew Dubeck, Chris Harding, Dora Arash, Sean Feller, Kari Krusmark, Michael Murphy and Christopher Timura of Gibson Dunn & Crutcher LLP is serving as legal counsel to Rehlko.
Parker-Hannifin Corporation (NYSE:PH) completed the acquisition of Curtis Instruments, Inc. from Discovery Energy LLC on September 18, 2025. Announcement • Sep 03
Parker-Hannifin Corporation Elects Beth A. Wozniak to Its Board of Directors, Effective September 1, 2025 Parker Hannifin Corporation announced the election of Beth A. Wozniak to its Board of Directors, effective September 1, 2025. Ms. Wozniak is currently Chair and Chief Executive Officer of nVent Electric plc. She has more than 35 years of experience across the aerospace, automation, and industrial manufacturing sectors. Ms. Wozniak was named Chair of nVent in 2023, and Chief Executive Officer in 2018 after leading its spin-off from Pentair plc, where she served as President of the Flow & Filtration Solutions segment and later the Electrical segment. Prior to joining Pentair in 2015, she held several executive leadership positions during a 25-year career at Honeywell and its predecessor Allied Signal. Ms. Wozniak has served as Chair of the Board of Directors of the National Electrical Manufacturers Association (NEMA) since 2024 and was previously a director of Carrier Global Corporation. Recent Insider Transactions • Aug 28
VP, General Counsel & Secretary recently sold €2.4m worth of stock On the 25th of August, Joseph Leonti sold around 4k shares on-market at roughly €643 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.7m. Insiders have been net sellers, collectively disposing of €17m more than they bought in the last 12 months. Declared Dividend • Aug 27
Dividend of US$1.80 announced Shareholders will receive a dividend of US$1.80. Ex-date: 1st September 2025 Payment date: 12th September 2025 Dividend yield will be 0.7%, which is lower than the industry average of 1.1%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Aug 25
Full year 2025 earnings released: EPS: US$27.52 (vs US$22.13 in FY 2024) Full year 2025 results: EPS: US$27.52 (up from US$22.13 in FY 2024). Revenue: US$19.9b (flat on FY 2024). Net income: US$3.53b (up 24% from FY 2024). Profit margin: 18% (up from 14% in FY 2024). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Machinery industry in Italy. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 33% per year. Announcement • Aug 22
Parker Hannifin Corporation Declares Regular Quarterly Cash Dividend, Payable on September 12, 2025 Parker Hannifin Corporation announced that its Board of Directors has declared a regular quarterly cash dividend of $1.80 per share of common stock to shareholders of record as of September 2, 2025. The dividend is payable September 12, 2025. Reported Earnings • Aug 09
Full year 2025 earnings released: EPS: US$27.52 (vs US$22.13 in FY 2024) Full year 2025 results: EPS: US$27.52 (up from US$22.13 in FY 2024). Revenue: US$19.9b (flat on FY 2024). Net income: US$3.53b (up 24% from FY 2024). Profit margin: 18% (up from 14% in FY 2024). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Machinery industry in Italy. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth. Announcement • Aug 07
Parker-Hannifin Corporation Provides Earnings Guidance for the Fiscal Year Ending June 30, 2026 Parker-Hannifin Corporation provided earnings guidance for the fiscal year ending June 30, 2026. For the year, the company expected sales growth in fiscal 2026 of 2% to 5%, with organic sales growth of approximately 3% at the midpoint. Earnings per diluted share to be $24.68 to 25.68. Announcement • Jul 09
Parker-Hannifin Corporation to Report Q1, 2026 Results on Nov 06, 2025 Parker-Hannifin Corporation announced that they will report Q1, 2026 results on Nov 06, 2025 Announcement • Jun 30
Parker-Hannifin Corporation (NYSE:PH) agreed to acquire Curtis Instruments, Inc. from Discovery Energy LLC for $1 billion. Parker-Hannifin Corporation (NYSE:PH) agreed to acquire Curtis Instruments, Inc. from Discovery Energy LLC for $1 billion on June 30, 2025. The transaction is subject to customary closing conditions, including receipt of applicable regulatory approvals. The transaction is expected to close by the end of calendar year 2025. Guggenheim Securities, LLC is serving as financial advisor and Jones Day and Eversheds Sutherland are acting legal advisor to Parker. BofA Securities, Inc. and Goldman Sachs & Co. LLC are serving as financial advisors and Gibson Dunn & Crutcher LLP is serving as legal counsel to Rehlko. Announcement • Jun 03
Davidson Instruments, Inc. Sues Parker-Hannifin Corporation, Alleging Antitrust Violations, Theft of Trade Secrets, and Copyright Infringement and Other Acts Due to Fraudulent Patent Filings Based on Davidson Trade Secrets Davidson Instruments alleged that Parker-Hannifin Corporation is responsible for the filing of a fraudulent patent application in 2024, other fraudulent patent filings, and other acts of theft and misappropriation of Davidson’s trade secrets. Davidson’s trade secrets can eliminate greenhouse gas emissions and also maximize fuel efficiency in jet engines and other industrial combustion turbine engines when used with advanced combustion control systems. Davidson alleges that Parker misappropriated Davidson’s proven trade secret technology after Parker failed to develop a similar fiber optic pressure sensing system through an initiative that it began in 2013. Davidson further alleges that Parker has been attempting to use fraudulent patent filings to control the market for innovations of Davidson’s fiber optic sensing technology for use in jet engines. Announcement • May 08
Parker-Hannifin Corporation Announces Executive Changes Parker Hannifin Corporation announced that Robert W. Malone, President – Filtration Group, will retire on August 31, 2025, after 12 years of dedicated service to the company. Mr. Malone was elected as Vice President and President – Filtration Group in 2014. He joined Parker in 2013 as Vice President of Operations for the Filtration Group. Previously, he spent 15 years in the filtration industry in various leadership roles. He led Parker’s Filtration Group through a period of significant growth and transformation and was a strong advocate for The Win Strategy™ to optimize the performance of the Group. He also led the successful integration of CLARCOR, which was acquired in 2017, and at the time was Parker’s largest acquisition, doubling the size of the Filtration Group. Mr. Malone will continue to serve as a Parker Vice President from July 1, 2025 through his retirement date, to ensure a smooth transition of responsibilities. Parker’s Board of Directors has elected Matthew A. Jacobson, currently Vice President of Operations – Motion Systems Group, to succeed Mr. Malone as President – Filtration Group, effective July 1, 2025. Mr. Jacobson has a long track record of successful operational leadership over his two decades at Parker. He joined the company in 2005 as Manufacturing Engineer for the Integrated Hydraulics Division. In 2007, he became Operations Manager and in 2008 Division Supply Chain Manager for the Hydraulic Cartridge Systems Division. He continued to progress through operational leadership roles as business unit manager and general manager across three different divisions within the Motion Systems Group. In 2020, he was named Group Vice President of Supply Chain for Motion Systems Group, and in 2021, was named to his current role as Vice President of Operations – Motion Systems Group. Mr. Jacobson holds a Bachelor of Science degree in Industrial Engineering from Purdue University. He also has a Master of Business Administration from DePaul University. Reported Earnings • May 02
Third quarter 2025 earnings released: EPS: US$7.48 (vs US$5.65 in 3Q 2024) Third quarter 2025 results: EPS: US$7.48 (up from US$5.65 in 3Q 2024). Revenue: US$4.96b (down 2.2% from 3Q 2024). Net income: US$960.9m (up 32% from 3Q 2024). Profit margin: 19% (up from 14% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in Italy. Over the last 3 years on average, earnings per share has increased by 33% per year whereas the company’s share price has increased by 29% per year. Announcement • May 01
Parker-Hannifin Corporation Provides Earnings Guidance for the Fiscal Year Ending June 30, 2025 Parker-Hannifin Corporation provided earnings guidance for the fiscal year ending June 30, 2025. For the year, the company expects, Sales growth in fiscal 2025 of approximately (1%), with organic sales growth of approximately 1%; divestitures of (1.5%) and unfavorable currency of (0.5%). Announcement • Apr 25
Parker-Hannifin Corporation Declares Quarterly Cash Dividend, Payable on June 6, 2025 Parker Hannifin Corporation announced that its Board of Directors has declared a quarterly cash dividend of $1.80 per share of common stock to shareholders of record as of May 9, 2025. The dividend is payable June 6, 2025. The dividend represents a 10% increase over the previous quarterly cash dividend of $1.63 per common share. Buy Or Sell Opportunity • Apr 10
Now 25% undervalued after recent price drop Over the last 90 days, the stock has fallen 25% to €470. The fair value is estimated to be €625, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 5.3% per annum over the same time period. Announcement • Nov 01
Parker-Hannifin Corporation to Report Q3, 2025 Results on May 01, 2025 Parker-Hannifin Corporation announced that they will report Q3, 2025 results on May 01, 2025