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PHNYSE/industrials

Parker-Hannifin Corporation

$951.26Down-10.01 (-1.04%)
Research reviewed: 2026年7月12日 00:00 UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

Parker-Hannifin Corporation operates in Industrial Machinery and Supplies within the industrials sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

始値
958.99
高値
966.09
安値
948.82
時価総額
1199.41億
PER
35.09
52週高値
--
配当
0.830%
四半期配当額
--

3-month price context

直近3か月の推移を表示し、フル調査ワークスペースに進む前に短期構造を把握できます。

Investment thesis

Base case
Commercial and defense production plus aftermarket demand can sustain Aerospace Systems growth. The base case remains conditional on industrial cyclicality staying manageable.
Bull case
Commercial and defense production plus aftermarket demand can sustain Aerospace Systems growth. Lean operations, pricing and portfolio discipline can support margins through uneven industrial demand. Electrification, automation and engineered-system complexity can increase Parker content per application.
Bear case
Distributor destocking and weaker factory activity can reduce short-cycle orders quickly. Supplier constraints and program delays can prevent strong backlog from converting on schedule. Portfolio acquisitions carry synergy, integration and debt-reduction execution requirements.
Thesis invalidation
Reassess the thesis if distributor destocking and weaker factory activity can reduce short-cycle orders quickly.

Key catalysts

  • Aerospace backlog

    Commercial and defense production plus aftermarket demand can sustain Aerospace Systems growth.

  • Win Strategy execution

    Lean operations, pricing and portfolio discipline can support margins through uneven industrial demand.

  • Motion and control content

    Electrification, automation and engineered-system complexity can increase Parker content per application.

Principal risks

  • Industrial cyclicality

    Distributor destocking and weaker factory activity can reduce short-cycle orders quickly.

  • Aerospace execution

    Supplier constraints and program delays can prevent strong backlog from converting on schedule.

  • Integration and leverage

    Portfolio acquisitions carry synergy, integration and debt-reduction execution requirements.

Latest earnings research

FY2026 Q3

Parker-Hannifin's fiscal third-quarter 2026 update reflected aerospace strength, continued Win Strategy execution and resilient margins while diversified industrial demand remained mixed by region and end market.

Valuation interpretation

  • Margin durability and aerospace mix support a quality interpretation when short-cycle industrial demand weakens.
  • Further upside depends on balancing acquisition integration and deleveraging with continued investment in organic growth.

Peer research

BACATGE

Recent news

Zacks · 12 時間前

Parker-Hannifin (PH) Recently Broke Out Above the 20-Day Moving Average

Zacks · 13 時間前

Here's How Much You'd Have If You Invested $1000 in Parker-Hannifin a Decade Ago

Trefis · 3 日前

Illinois Tool Stock's Loudest Signal Is The One It Stopped Sending

StockStory · 5 日前

1 Industrials Stock with Promising Prospects and 2 We Find Risky

Simply Wall St. · 5 日前

9% Undervalued? Parker Hannifin (PH) After Its Russell 1000 Index Removal

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Simply Wall St. · 5 日前

Parker Hannifin (PH) Stock May Be 22% Above Fair Value After Target Raise

Data and research sources

Research updated: 2026年7月12日 00:00 UTC
3 verified sources
Parker Reports Fiscal 2026 Third Quarter ResultsParker-Hannifin Corporation · earningsVerified

Fetched: 2026/7/12 0:00:00 UTC

Published: 2026/5/7 0:00:00

Open original source
Parker-Hannifin Corporation Investor RelationsParker-Hannifin Corporation · companyVerified

Fetched: 2026/7/12 0:00:00 UTC

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Parker-Hannifin SEC filings and company factsU.S. Securities and Exchange Commission · filingVerified

Fetched: 2026/7/12 0:00:00 UTC

Published: 2026/5/7 0:00:00

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