Parker Hannifin (PH)
NYSE:PH
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Earnings Data
Report Date
Aug 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
8.31Last Year’s EPS
7.69Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call was strongly positive: management reported multiple record financial metrics (sales, margins, EBITDA, net income, EPS, cash flow, backlog), raised full-year guidance, and announced increased shareholder returns while citing broad-based demand strength—notably in aerospace and Asia Pacific. Challenges noted (weather-related facility damage, regional softness in Latin America and parts of EMEA, specific end-market headwinds in automotive, upstream energy and ag, and pending regulatory/financing items around Filtration Group) are acknowledged but characterized as manageable and non-material to the company’s overall outlook. On balance, highlights meaningfully outweigh the lowlights.Company Guidance
Record Quarterly Financial Performance
Q3 record sales of $5.5 billion (nearly +11% year-over-year) driven by organic growth of 6.5%, favorable currency of +2.5%, and acquisitions +1.5%.
Margins, EBITDA and EPS Milestones
Adjusted segment operating margin reached 26.7% (up 40 basis points), adjusted EBITDA 27.2% (up 20 basis points). Adjusted net income surpassed $1.0 billion for the first time (19.1% return on sales), and adjusted EPS hit a record $8.17 (up 18% year-over-year).
Strong Orders and Record Backlog
Total orders grew +9% and backlog reached a record $12.5 billion, with aerospace backlog at a record $8.4 billion (up 15% year-over-year).
Aerospace Outperformance
Aerospace sales $1.8 billion (+15.5% year-over-year) with organic growth of 14.2%, margins of 29.5% (up 80 basis points), double-digit OEM and aftermarket order growth, and raised full-year aerospace organic guidance to 12%.
Record Cash Generation and Shareholder Returns
Year-to-date cash flow from operations $2.6 billion (16.7% of sales, +14% YTD) and free cash flow $2.3 billion (+17% YTD). Board approved an 11% quarterly dividend increase to $2.00 and Q3 share repurchases of $275 million (YTD repurchases $825 million).
Guidance Raised for FY2026
Full-year organic sales growth midpoint raised to 5.5% (from 5%), full-year adjusted segment operating margins expected at 27.2% (up 110 bps vs. prior year), full-year adjusted EPS raised to $31.20 midpoint (+14.2%), and free cash flow guidance raised to $3.3–$3.6 billion (midpoint $3.45B).
Operational and Safety Achievements
Safest quarter ever with a 12% reduction in recordable incident rate; continued execution of Win Strategy (decentralized P&L, IP coverage, application engineering and distribution) and active integration planning for Filtration Group acquisition with expected synergies.
Regional Strength — Asia Pacific
International sales a record $1.5 billion (+13% year-over-year) with Asia Pacific organic growth of +10%, driven by electronics/data center, plant and energy demand.
PH Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
PH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 29, 2026 | $914.57 | $946.63 | +3.51% |
Nov 06, 2025 | $771.04 | $830.80 | +7.75% |
Aug 07, 2025 | $692.68 | $720.74 | +4.05% |
May 01, 2025 | $599.51 | $604.53 | +0.84% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Parker Hannifin (PH) report earnings?
Parker Hannifin (PH) is schdueled to report earning on Aug 06, 2026, Before Open (Confirmed).
What is Parker Hannifin (PH) earnings time?
Parker Hannifin (PH) earnings time is at Aug 06, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is PH EPS forecast?
PH EPS forecast for the fiscal quarter 2026 (Q4) is 8.31.