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Company Research15 Apr 2024
The Industrial Machinery, Supplies, and Components Industry
Explore the industrial machinery industry's growth, driven by technology, sustainability, and digital transformation, impacting global economic development.
Parker-Hannifin
Parker-Hannifin (PH) investor relations material
Parker-Hannifin Citi's Global Industrial Tech & Mobility Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citi's Global Industrial Tech & Mobility Conference 2026 summary19 Feb, 2026
Business performance and market trends
Aerospace orders have shown four consecutive years of double-digit organic growth, driving transformational results and record margins.
Industrial orders turned positive a few quarters ago, with North America up 7% and both long and short cycle orders contributing to recovery.
Construction, power generation, and commercial HVAC markets are showing positive trends, while agriculture remains a muted recovery.
Asia Pacific growth is led by electronics and semiconductors, with a strong local-for-local strategy; Europe posted its first organic growth after seven quarters of decline.
Data center and mega project activity are providing incremental growth, especially in challenged markets.
Strategic initiatives and operational excellence
The Win Strategy, now in version 3.0, has driven continuous improvement, operational excellence, and cultural change for over 26 years.
Lean practices and decentralized management enable rapid adaptation to demand and cost structures across business units.
Local-for-local manufacturing and dual sourcing have minimized tariff impacts and improved supply chain resilience.
Integration of acquisitions, such as Meggitt and the upcoming Filtration Group, leverages cross-functional teams and biweekly senior reviews to accelerate synergies.
CapEx remains disciplined at 2.5% of sales, focused on safety, productivity, and automation.
Financial targets and outlook
FY 2026 organic growth is guided at 5%, within the 4-6% framework, with aerospace expected to continue strong performance.
Margin targets of 27% segment operating and 28% adjusted EBITDA have been achieved three years ahead of schedule, driven by aerospace and acquisition synergies.
Long-term goals for FY 2029 include 4-6% organic growth, 27% segment margin, 28% EBITDA margin, 10%+ EPS CAGR, and 17% free cash flow.
No plans to increase investment due to volume or tariff challenges; focus remains on long-term, CapEx-light growth.
Defense spending in Europe is expected to be a positive driver in the next one to two years.
Win Strategy elements driving early margin target?
Which industrial markets still lag in recovery?
How does Parker prioritize future M&A targets?
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Next Parker-Hannifin earnings date
Q3 202630 Apr, 2026
Parker-Hannifin
Next Parker-Hannifin earnings date
Q3 202630 Apr, 2026
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Frequently asked questions
Parker-Hannifin Corporation designs, manufactures, and markets motion and control technologies and systems for various mobile, industrial, and aerospace markets internationally. The company offers pumps and hydrostatic components; drive systems; engine controls; satellite components, launch vehicles, and related services; positioning systems; industrial tools; valves and actuators; aircraft jet engines; aircraft propulsion products and aftermarket parts; gas turbine power generation equipment.
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