Parker-Hannifin Corporation (PH) Earnings Call Transcripts

Parker-Hannifin Corporation's Latest Earnings Call - Q4 FY2026

Parker-Hannifin Corporation reported record financial results for the fourth quarter and fiscal year 2026, with revenues of $21.5 billion and adjusted earnings per share (EPS) of $9.27, reflecting a 21% year-over-year increase. The company raised its adjusted segment operating margin target to 30% by fiscal year 2031, signaling confidence in sustained operational excellence and growth. For fiscal year 2027, management guided for organic sales growth of 7% at the midpoint, with adjusted EPS expected to reach $34.75, an 8% increase from the previous year.

Reported metrics

Guidance from management

For FY '27, management expects organic growth of 7% and adjusted EPS of $34.75, with guidance for adjusted segment operating margins at 27.7%. This guidance reflects confidence in continued operational performance and market demand.

What management said

Thanks, Todd. On our final slide, a reminder of what drives Parker: safety, engagement and ownership are the foundation of our culture. This is our team members living up to our purpose every day to drive top quartile performance and allows us to be great generators and deployers of cash.

No major hurdles. We still anticipate closing both of them during the second half of this calendar year, the first half of our fiscal year. As you know, closing remains subject to all the customary conditions, pending regulatory clearances. But the process is ongoing and continuing to progress on both of them.

What analysts pressed on

Analysts raised concerns about the potential volatility in order rates, particularly in the Aerospace segment, due to its historical choppiness. There were also questions regarding the sustainability of strong order growth in international markets and the impact of recent acquisitions on future performance.

Main topics on the call

• Record Financial Performance — Parker achieved record sales of $21.5 billion in FY '26, with organic growth of 6.6%. Management stated, "We delivered record fiscal year '26 sales of $21.5 billion, surpassing $20 billion for the first time in Parker's ...
• Margin Expansion Target Raised — The company raised its adjusted segment operating margin target by 300 basis points to 30% by FY '31, indicating strong confidence in operational efficiency. Management noted, "We are raising our adjusted segment operati...
• Strong Cash Flow Generation — Parker generated record cash flow from operations of $4.4 billion, representing 20.3% of sales. This was highlighted as "the first time over $4 billion" in cash flow generation.
• Acquisitions to Enhance Portfolio — The company announced significant acquisitions, including Filtration Group and CIRCOR's Aerospace and Defense business, aimed at expanding its technology portfolio. Management stated, "We are committed to actively deploy...

Read the full Parker-Hannifin Corporation transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 76 Parker-Hannifin Corporation earnings call transcripts on record, spanning January 30, 2020 to August 6, 2026. Based on this history, Parker-Hannifin Corporation reports quarterly. The most recent call on file is dated August 6, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

PH

Exchange

NYSE

Country

US

Sector

Industrials

Industry

Machinery

Calls on record

76

First call

January 30, 2020

Most recent

August 6, 2026

Reporting cadence

quarterly