PH Parker-Hannifin (PH) Q3 FY25 earnings call
Parker-Hannifin delivered a record-setting quarter, driven by robust margin expansion and exceptional performance in its Aerospace segment, which saw its ninth consecutive quarter of double-digit organic growth. The company effectively leveraged its Win Strategy tools and transformed portfolio to mitigate industrial market softness and tariff impacts, demonstrating resilience in a dynamic macroeconomic environment. Management remains committed to active capital deployment and expects industrial growth to return in the next fiscal year.
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PH operating KPIs by quarter
| KPI | Jun 2025 Q4 FY25 | Dec 2025 Q2 FY26 | Mar 2026 Q3 FY26 | Jun 2026 Q4 FY26 | Change vs prior quarter |
|---|---|---|---|---|---|
| Backlog Aerospace | — | $8BBacklog also increased plus 14% and reached a record $8 billion for Aerospace for the first time in the history of the company.Source: earnings call transcript | $8.4BThat resulted in aerospace order rates of plus 14% and backlog increased 15% in this segment and reached a record of $8.4 billion.Source: earnings call transcript | $8.5BBacklog in aerospace is up 15% versus prior year and reached a record $8.5 billion.Source: earnings call transcript | +1.2% |
| Backlog | $11BWe finished the year with a record $11 billion in backlog, and we remain committed to a disciplined, active and balanced capital deployment strategy.Source: earnings call transcript | $11.7BBacklog increased to a record $11.7 billion.Source: earnings call transcript | $12.5BOrders came in at 9% with a record backlog of $12.5 billion.Source: earnings call transcript | $12.8BBacklog increased 16% versus prior year and is now a new record at $12.8 billion.Source: earnings call transcript | +2.4% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.