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Upturn AI Summary - About
Parker-Hannifin Corporation(PH)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for PH
10/23/2026: PH (2-star) is currently NOT-A-BUY. Pass it for now.
Parker-Hannifin Corporation is a major provider of precision-engineered motion and control technologies, operating across industrial and aerospace markets. The company has a leading position in fluid, filtration, and flight control components, and is known for its strong operating margins and disciplined management framework. Its primary growth story revolves around expanding its high-margin aerospace aftermarket presence and capturing opportunities in industrial electrification. Key risks include exposure to cyclical industrial demand, integration challenges with major acquisitions, and intensifying global competition. The stock is often considered a strong fit for dividend and value-oriented investors who prioritize operational quality and long-term, steady capital allocation.
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 style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The company has a consistent history of growing through both organic innovation and strategic acquisitions. |
| Momentum investor | Mixed fit | Performance is often tied to broader industrial cycles, making it a conditional buy during positive economic upswings. |
| Value investor | Strong fit while signal remains positive | Parker-Hannifin is often valued for its strong cash flow generation relative to its industrial peers. |
| Dividend investor | Strong fit | The company is a long-standing dividend payer with a history of regular annual increases. |
| Low-risk investor | Strong fit | The company's diversified nature and essential product offerings provide relative stability compared to pure-play growth stocks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock can experience fluctuations aligned with industrial manufacturing cycles. |
| Valuation risk | Medium | The stock price is subject to investor sentiment regarding the broader manufacturing and aerospace outlook. |
| Competition risk (industrial machinery) | Medium | Strong competition exists across many niche product categories from global and specialized players. |
| Business quality | Strong | The firm has a strong market position and high-quality, long-standing customer relationships. |
| Dividend income | Strong | Consistent dividend payouts provide a reliable income stream for long-term investors. |
| Execution risk | Medium | Success depends on the ability to integrate acquisitions and maintain operational efficiencies under the decentralized model. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
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 Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/23/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 111.05B USD | Price to earnings Ratio 30.92 | 1Y Target Price 1152.58 |
Price to earnings Ratio 30.92 | 1Y Target Price 1152.58 | ||
Volume (30-day avg) 578.9K shares | Beta 1.12 | 52 Weeks Range 748.86 - 1097.73 | Updated Date 10/24/2026 |
52 Weeks Range 748.86 - 1097.73 | Updated Date 10/24/2026 | ||
Dividends yield (FY) 0.83% | Basic EPS (TTM) 28.48 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Diversified Industrial | Fluid connectors, hydraulics, filtration, and instrumentation for global manufacturing and mobile industries. | This is the company's 'bread and butter' segment, providing stable, recurring demand for industrial machinery components. |
| Aerospace Systems | Flight control, fuel, and engine systems for commercial and military aircraft, plus aftermarket maintenance services. | This segment is critical for growth and higher margins, benefiting from the long-term nature of aircraft lifecycles and service needs. |
| Geography (International) | Sales and manufacturing operations across Europe, Asia-Pacific, and the Americas. | Global diversification helps mitigate local economic downturns, though exposure to currency fluctuations and international trade policies remains. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 30.92 | Forward PE 27.47 | Enterprise Value 129.70B | Price to Sales(TTM) 5.17 |
Enterprise Value 129.70B | Price to Sales(TTM) 5.17 | ||
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 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
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)
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)
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)
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)
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)
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)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
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)
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)
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)
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)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
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)
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)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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