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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
10/09/2026: 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 style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers steady growth linked to industrial cycles rather than hyper-growth. |
| Momentum investor | Strong fit while signal remains positive | The stock often follows strong trends during industrial recovery cycles. |
| Value investor | Mixed fit | Valuation is typically aligned with high-quality industrial peers. |
| Dividend investor | Strong fit | Long history of consecutive annual dividend increases makes it a reliable income play. |
| Low-risk investor | Strong fit | Its diversified business model and solid balance sheet offer lower relative risk compared to cyclical peers. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock price is subject to fluctuations based on industrial manufacturing sentiment. |
| Valuation risk | Medium | Premium valuations can occur during cyclical peaks in the aerospace and industrial sectors. |
| Competition risk | Medium | Intense competition from diversified players like Eaton can pressure margins. |
| Business quality | Strong | The company has established high operational quality and market-leading product depth. |
| Dividend income | Strong | Consistent dividend payouts are a core feature of the company's capital allocation. |
| Execution risk | Medium | Large-scale acquisitions like Meggitt require effective long-term integration. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
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 10/09/2026 |
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 121.39B USD | Price to earnings Ratio 33.8 | 1Y Target Price 1155.29 |
Price to earnings Ratio 33.8 | 1Y Target Price 1155.29 | ||
Volume (30-day avg) 559.9K shares | Beta 1.12 | 52 Weeks Range 711.10 - 1097.73 | Updated Date 10/10/2026 |
52 Weeks Range 711.10 - 1097.73 | Updated Date 10/10/2026 | ||
Dividends yield (FY) 0.78% | Basic EPS (TTM) 28.48 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Diversified Industrial | Hydraulic, pneumatic, and filtration components for mobile and industrial markets. | This is the core business that drives daily industrial activity. |
| Aerospace Systems | Flight control, fuel, and engine systems for global aviation. | This segment acts as a major growth driver linked to aerospace industry demand. |
| Geography | Global 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
Valuation
Trailing PE 33.8 | Forward PE 27.47 | Enterprise Value 129.70B | Price to Sales(TTM) 5.65 |
Enterprise Value 129.70B | Price to Sales(TTM) 5.65 | ||
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 90.47 |
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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