Parker-Hannifin Corporation logo

Parker-Hannifin Corporation(PH)

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ADVISORIES YOU CAN VERIFY
QUALITY SIGNAL
2-STAR RATING
PASS
LAST CLOSE
$978.33
09/25/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
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Upturn Advisory & Investor View for PH

09/25/2026: PH (2-star) is currently NOT-A-BUY. Pass it for now.

Parker-Hannifin is a leading global provider of precision-engineered motion and control technologies, serving diverse industrial and aerospace sectors. The company is well-regarded for its operational 'Win Strategy' and history of consistent margin improvement through disciplined management and strategic acquisitions. Its primary growth story centers on increasing aerospace demand and the ongoing automation of industrial processes. Key risks include exposure to cyclical manufacturing downturns and the execution challenges inherent in integrating large-scale acquisitions. The stock may suit investors seeking a stable, dividend-paying industrial component with long-term growth potential and should monitor upcoming quarterly results for signs of aerospace volume strength.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorMixed fitThe company offers steady growth linked to industrial cycles rather than hyper-growth.
Momentum investorStrong fit while signal remains positiveThe stock often follows strong trends during industrial recovery cycles.
Value investorMixed fitValuation is typically aligned with high-quality industrial peers.
Dividend investorStrong fitLong history of consecutive annual dividend increases makes it a reliable income play.
Low-risk investorStrong fitIts diversified business model and solid balance sheet offer lower relative risk compared to cyclical peers.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityMediumThe stock price is subject to fluctuations based on industrial manufacturing sentiment.
Valuation riskMediumPremium valuations can occur during cyclical peaks in the aerospace and industrial sectors.
Competition riskMediumIntense competition from diversified players like Eaton can pressure margins.
Business qualityStrongThe company has established high operational quality and market-leading product depth.
Dividend incomeStrongConsistent dividend payouts are a core feature of the company's capital allocation.
Execution riskMediumLarge-scale acquisitions like Meggitt require effective long-term integration.

Price Behavior

Steady Uptrend
PRICE PATH

Steady Uptrend

The stock demonstrates consistent and steady upward price momentum.

Smooth
PRICE STABILITY

Smooth

The stock has moved along a generally orderly path with only modest fluctuations.

Analysis of Past Performance

Type Stock
Historic Profit 38.64%
Avg. Invested days 58
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 4.0
Stock Returns Performance Upturn Returns Performance icon 3.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 09/25/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
PH receives a 4-star rating, supported by solid unit economics, solid company fundamentals, solid quantitative characteristics, and solid analyst coverage. The rating is constrained by weak price momentum.

Company Fundamentals

★★★★★
PH has solid overall fundamentals (4 stars), with solid financial health, moderate growth momentum, and solid ownership. In FY2026 versus FY2025, moderate earnings growth (+3.3%) and strong cash generation (FCF margin 18.2%) are partially offset by moderate revenue growth (+8.3%), very low insider ownership of 0.18%.

Financial Health Rating

★★★★★
PH's financial health is supported by strong cash strength, including free-cash-flow generation of $3.9B (18.2% of revenue). Profitability is moderate (3 stars), which helps explain the 4-star overall score.

Growth Momentum Score

★★★★★
Free-cash-flow growth is PH's strongest growth driver at +16.9% FY2026 versus FY2025 (solid, 4 stars). Revenue growth (+8.3%, moderate) and earnings growth (+3.3%, moderate) are also constructive, though not equally high across every growth measure.

Ownership

★★★★★
Institutional ownership is 90.4% and approximately 99.7% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership is only 0.18%, which materially reduces the ownership score.

Top 5 Institutional Investors

BlackRock Inc 7.93%
State Street Corp 7.41%
Vanguard Capital Management, LLC 6.51%
Procyon Private Wealth Partners, LLC 4.02%
FMR Inc 3.21%

Unit Economics (Per $1K Revenue)

★★★★★
PH generates approximately $377 of gross profit, $216 of operating income, and $182 of free cash flow for every $1,000 of revenue. Based on FY2026 results. Strong cash conversion and healthy margins support the rating, although capital efficiency remains below the highest tier.

Economic Dimensions

★★★★★
Effective Tax Rate: 20.03%

Quantitative Style Profile

★★★★★
PH has a high-quality, large-cap, liquid profile. Weak momentum is the primary drawback, while valuation that is moderately attractive rather than deeply discounted.

Style Classification

Quality Focused

Quality TiltLarge / Mega Cap StabilityHighly Liquid / Institution-Friendly

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 123.38B USD
Price to earnings Ratio 34.36
1Y Target Price 1158.41
Price to earnings Ratio 34.36
1Y Target Price 1158.41
Volume (30-day avg) 610.0K shares
Beta 1.12
52 Weeks Range 709.46 - 1097.73
Updated Date 09/27/2026
52 Weeks Range 709.46 - 1097.73
Updated Date 09/27/2026
Dividends yield (FY) 0.76%
Basic EPS (TTM) 28.47

How Company Makes Money

Business areaWhat it includesRetail investor read
Diversified IndustrialHydraulic, pneumatic, and filtration components for mobile and industrial markets.This is the core business that drives daily industrial activity.
Aerospace SystemsFlight control, fuel, and engine systems for global aviation.This segment acts as a major growth driver linked to aerospace industry demand.
GeographyGlobal sales across North America, Europe, and Asia.Global presence helps diversify economic exposure.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

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Valuation

Trailing PE 34.36
Forward PE 27.47
Enterprise Value 129.70B
Price to Sales(TTM) 5.74
Enterprise Value 129.70B
Price to Sales(TTM) 5.74
Enterprise Value to Revenue 6.03
Enterprise Value to EBITDA 21.98
Shares Outstanding 126.11M
Shares Floating 125.68M
Shares Outstanding 126.11M
Shares Floating 125.68M
Percent Insiders 0.18
Percent Institutions 90.44

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Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

News (Last Updated: 09/27/2026)

About Parker-Hannifin Corporation

Exchange NYSE
Headquarters Cleveland, OH, United States
IPO Launch date 1985-07-01
Chairman of the Board & CEO Ms. Jennifer A. Parmentier
Sector Industrials
Industry Specialty Industrial Machinery
Full time employees 59850
Full time employees 59850

Parker-Hannifin Corporation engages in the manufacture and sale of motion and control technologies and systems for aerospace and defense, in-plant and industrial equipment, transportation, off-highway, energy, and HVAC and refrigeration markets in North America, EMEA, Asia Pacific, and Latin America. It operates through two segments: Diversified Industrial and Aerospace Systems. The company offers various motion-control systems and components, such as active and passive vibration control, high purity sealing, coatings, high temperature sealing, cryogenic valves and fittings, HVAC/R controls and monitoring, elastomeric, fabric reinforced, metal, precision cut seals, hydrogen and natural gas filters, electric and hydraulic pumps and motors, industrial air, gas filtration, electric and hydraulic valves, miniature pumps and valves, electromagnetic interface shielding, pneumatic actuators, regulators and valves, electromechanical and hydraulic actuators, power take offs, electronics, drives and controllers, process filtration solutions, engine filtration solutions, rubber to substrate adhesives, fluid condition monitoring, sensors and diagnostics, fluid conveyance hose and tubing, structural adhesives, high pressure connectors, fittings, valves and regulators, thermal management, high purity fittings. The company also provides products for use in commercial and defense airframe and engine programs, such as avionics, electric and hydraulic braking systems, electric power, electromechanical actuators, engine exhaust systems and components, fire detection and suppression, flight control systems, fluid conveyance, fuel systems and components, fuel tank inserting systems, hydraulic pumps and motors, hydraulic valves and actuators, pneumatics, seals, sensors, and thermal management products. The company sells its products to original equipment manufacturers, distributors, direct-sales employees. Parker-Hannifin Corporation was founded in 1917 and is headquartered in Cleveland, Ohio.