Citable filing context

PH filing events and research context

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PH's research view summarizes recent SEC filing context, starting with earnings from Apr 30, 2026.

PH filing events and research context
FiledItemContext
Apr 30, 2026earningsPH reported record Q3 fiscal 2026 sales of $5.5B and adjusted EPS of $8.17, raising dividend by 11%.
Mar 17, 2026management_changeKevin A. Lobo will not stand for re-election to Parker-Hannifin's Board of Directors.
Jan 29, 2026earningsParker-Hannifin reported Q2 FY2026 results with sales up 9% to $5.2B and adjusted EPS up 17% to $7.65.
Apr 30, 2026Guidance: adjusted_epsnot reported to not reported
Apr 30, 2026Guidance: adjusted_segment_operating_marginnot reported to not reported
Apr 30, 2026Guidance: epsnot reported to not reported
May 1, 2026mda_quarterlyParker-Hannifin reported increased net sales for the three and nine months ended March 31, 2026, driven by growth in both Aerospace Systems and Diversified Industrial segments. Currency exchange rates and the Curtis acquisition significantly contributed to sales increases. Gross profit margin remained flat for the quarter but improved for the nine months, with Aerospace Systems benefiting from higher volumes and aftermarket profitability, while Diversified Industrial faced unfavorable product mix and increased material costs, partially offset by pricing. Net income decreased due to a higher effective tax rate. A key strategic development is the pending $9.25 billion acquisition of Filtration Group, which will be funded by new debt, including $7.75 billion from new term loan facilities. Cash flow from operations increased, but investing activities saw a substantial outflow primarily due to the $1.0 billion Curtis acquisition. The company maintains strong liquidity, with $1.7 billion available under its revolving credit agreement, and remains in compliance with its debt covenants. Backlog grew significantly in both the Diversified Industrial and Aerospace Systems segments, particularly in commercial OEM and aftermarket, indicating robust future demand. Geopolitical tensions and tariffs are actively monitored risks.
Jan 30, 2026mda_quarterlyParker-Hannifin reported increased net sales for the three and six months ended December 31, 2025, driven by higher volumes in both its Aerospace Systems and Diversified Industrial segments, positive currency exchange rates, and the Curtis acquisition. Gross profit margin improved due to favorable product mix, cost containment, and prior-year business realignment benefits, while selling, general, and administrative expenses rose from acquisition-related costs, stock-based compensation, and research and development. The Diversified Industrial segment saw sales growth from the Curtis acquisition and organic demand in North America (in-plant, industrial, aerospace & defense, HVAC, off-highway) and International markets (Asia Pacific electronics/semiconductor, Europe in-plant, transportation, off-highway), with operating margin expansion. The Aerospace Systems segment experienced significant sales and operating margin increases, fueled by strong commercial OEM, aftermarket, and defense OEM volumes. Both segments reported increased backlogs. Cash flow from operations decreased slightly due to higher cash tax payments and increased working capital requirements. Investing activities reflected a $1.0 billion cash outlay for the Curtis acquisition and lower proceeds from divestitures compared to the prior year. Parker announced a pending $9.25 billion acquisition of Filtration Group, securing $7.75 billion in new term loan facilities to fund it, while maintaining an investment-grade credit profile and compliance with debt covenants. Ongoing business realignment initiatives are expected to yield future cost savings.

Source: SEC EDGAR filing text and events; period Apr 30, 2026; filed Apr 30, 2026.

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